Provides for entry of records that form the basis for client orders that recur in a scheduled basis.
This function is currently limited to orders recurring on a monthly basis. A second function ‘Start Generate Recurring Client Orders’ generates actual client orders based on information entered via this viewer.
See Registry to Set GL Entity when the Recurring Client Order is released.
Order Id:
This field will be completed by the system when you save this record.
Start Date End Date:
Specifies the default date range for which this recurring order may be released.
Important Note: Start and End Dates
Both parent and child panes contain ‘Start Date’ and ‘End Date’ fields. These dates are compared to the ‘Effective Order Date’ field entered when Recurring Orders are released. The user may use either the parent dates, the child dates, or both. If both date sets are entered, the effective date must match both sets in order for an order line to be released. If a start date or an end date is omitted, it is excluded from the test.
Client Site ID:
The Client Site the order is to ship to; this is a required field. Double-click on this field (or press Alt+F7) to selected from a list of Client Site Id's.
Note: When selecting a Site, the system will validate that the Client Site's Client Id field (on the COP tab) is completed.
P.O. Number
Enter the client's PO number (or your internal quote number) exactly as it appears on the purchase order. Any inventory items tagged (in the Quotes tab) with the PO and Client Site Id you have specified will automatically be added to the detail portion of this viewer.
AR Terms Id:
This field defaults from the Client Site record.
Ship Via Id:
Identifies the shipping method; this field defaults from the Client Site record. Enter the Id or press Alt+F7 (or double-click on this field) to select from a list of Ship Via Id's.
Location Id:
Identifies the location in your firm where stock is relieved from.
Freight:
Specifies whether the freight charge is prepaid or collect. Double-click on this field (or press the spacebar) to select/deselect an option.
Allow Partial Shipping:
Flag this field if the Client will accept a partial shipment of the items (as long as the Minimum Value is met). Double-click on this field (or press the spacebar) to flag/blank this field.
Client Order Shipping Address
The address the order should actually be shipped to. This field defaults from the Client Site Shipping Address, but may be changed for this order if needed.
Shipping Instructions:
Optional shipping instructions for this order.
The lower pane is used to enter information to be placed on the ‘items’ tab of generated orders. There are twelve quantity fields, one for each month of the year.
Inventory Item Id:
Your company's Inventory Item Id (press Alt+F7 (or double-click) to select from a list of items).
Unit Price:
The price charged per unit, exclusive of discounts. If this item is flagged for unit pricing, this field defaults from the Inventory Item record based on the Pricing Level specified in this customer's record. If this field is left blank, the system will compute the unit price from the price level and price code when the order is released.
Disc:
The discount (if any) for this item as a percentage (e.g., 5% would be entered as 5.0). This field defaults from the Disc in the upper section of the Client Order record.
Start Date End Date:
Specifies the default date range for which this recurring order may be released.
Important Note: Start and End Dates
Both parent and child panes contain ‘Start Date’ and ‘End Date’ fields. These dates are compared to the ‘Effective Order Date’ field entered when Recurring Orders are released. The user may use either the parent dates, the child dates, or both. If both date sets are entered, the effective date must match both sets in order for an order line to be released. If a start date or an end date is omitted, it is excluded from the test.
Allow Partial Ship?
Flag this field if a partial shipment of this item is allowed. Double-click on this field (or press the Spacebar) to flag/clear it.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
The quantity being ordered for this month.
Price Level:
The price level: this field defaults from the corresponding Price Level field in the header (upper) portion of this viewer. If the price level is changed for this particular item, the system will automatically update the Unit Price if this inventory item is flagged as using unit pricing.
Pkg Qty
This field defaults from the quantity ordered.
Customer's Description
Briefly describes this item.
Customer Part #:
The Customer's part number for this item. If the customer has previously ordered this item, the system will automatically fill in the Customer Part Number for you.
GL Entity Id:
Defaults from the Location record unless overridden via registry. The GL Entity on the expanded child view of the Recurring Client Order will remain blank, but the Client Order generated from the starter function will properly pull the GL Entity from the parent of the Recurring Client Order. .
Also See
Release Recurring Client Order