Toolbar Buttons

The Main screen contains all the tools described in Order Entry Setup Screens, in addition to the following.

5G Graphic Delete

Delete the current order.

5G Graphic Rename

Assign a new control code to the order.

Print

Creates an order report file that can be viewed/printed/saved.

5G Graphic Copy

Duplicate the current order.

5G Graphic Split

Move or copy selected lines to a different order.

Refer to Working with Orders and Master Orders for complete instructions on deleting, renaming, copying, and splitting orders.

Header Information

Order Type

Select:

  • Order - A regular order. Typically, all the items that will ship as a unit.
  • Master Order - A large list of items that will eventually be split into delivery-sized (normal) orders. Refer to Working with Master Orders for additional information.
  • Kit Template - A list of fabricated items that make up a component of a kit.
  • Work Order - An order created specifically to process items that will become part of a kit. 
  • Project BTO Kit Definition - A default material list for BTO kit products that is specific to a job or estimate.

HINTS:

  • Kit templates, work orders, and Project BTO Kit Definitions are all used when you work with kits (assembled products). Refer to Working with Assemblies in the Appendix for additional information. 
  • You may open an existing order by entering or selecting the order number OR control code. When you create a new order, you must assign both an order number and a control code. Refer to Key Terms and Concepts for additional information.

Control Code

A unique 4-character identifier for the order. Control codes are used as "quick" identifiers because they are short and easily printed in large characters on bundle tags.

  • Click Next Number 5G Graphic to have the program automatically assign a unique control code. Characters available for control code assignment are set up in the Environment Module (Order > Control Code Characters).
  • Click Lookup 5G Graphic to open an existing order by selecting it from an on-screen list.

Order

A unique identifier for the order. Based on options defined in System Manager > Enterprise, Order Numbers may be automatically assigned by the system. If order numbers are not populated automatically:

  • Click Next Number 5G Graphic to have the program assign a unique order number. The format for order numbers is set up in the Environment Module (General > Sequence Macro).
  • Click Lookup 5G Graphic to open an existing order by selecting it from an on-screen list.

Closed 

The order is complete.

  • Workflow settings defined in the System Manager module determine if and when an order is automatically set to Closed by the program.
  • You can manually set an order to Closed to indicate that no more items will be processed. Example: If some, but not all, of the items on the order have been processed, the order will stay open indefinitely until the remaining items are produced. If you decide that the remaining items will NOT be produced, you can manually update the order to Closed.

Order Status

The "position" or "state" of the order within the information life cycle. Order status is automatically tracked and updated by the program, and you should not change it manually except in special circumstances.

Certain statuses are automatically updated by the system, but most can be manually set as well.

  • Incomplete - Order is not yet finished. Based on options, your organization may require that an employee with appropriate permissions must manually change orders to the Open status before tags can be created in Processing.
  • Open - The default status for an order that has been started but not yet processed in the Processing (tagging) module.
  • Confirmed - A user with appropriate permissions has confirmed the order. Based on options, your organization may require that orders be updated to Confirmed before tags can be created in Processing.
  • Processed - The order has been included on a Processing run; tags and production reports have been generated for the order. You cannot manually change the status to Processed in Order Entry.
  • Canceled - For whatever reason, the order will not be supplied to the customer. Cancelled orders cannot be added to a Processing run.

Exported

When an order has been exported, presumably to send to another location for processing, Exported is checked for your reference. Typically, you would not make changes to an order that has been exported. The Exported flag is automatically updated by the system and cannot be changed from Order Entry.

Main

Job

Identifier for the current job. If you select a job that already exists, related information, such as the customer and certain defaults, automatically loads into Order Entry. If the order is not associated with a job, skip the Job field and enter a Customer.

  • Click Add 5G Graphic to add a new job. The Job module opens in a separate browser tab.
  • Click Lookup 5G Graphic to view and select from a list of jobs. Alternately, you can type an existing job number.

Customer

Name of the customer for whom material is being provided.

  • When a job is selected, the associated customer automatically displays and cannot be changed.
  • If you are creating a non-job order:
    • Click Add 5G Graphic to add a new customer. The Business Partner module opens in a separate browser tab.
    • Click Lookup 5G Graphic to view and select from a list of customers. Alternately, you can type an existing customer ID.

Release

Number or text that identifies the current order as a portion of the entire job. For example: 4 could identify the order as the fourth release in the job. Two release fields are available; this allows you to specify a two-part release number.

Click Next Number 5G Graphic to have the program automatically assign the next available release number. The format for release numbers is defined in the Environment module (General > Sequence Macro). Optionally, you can type in a release number. The full release number, including both Release fields and Revision, must be unique within the job.

Revision

Code that identifies the latest version or revision of the order. For example: 2 may indicate the bar list has been revised twice.

Description

Text that identifies the current order. Typically, Description indicates the purpose of the material being provided. For example: FOUNDATIONS.

Drawing

Refers to a drawing or document on which the material on the order is referenced.

Reference

An additional field to enter a description or message that appears on the Order Detail report and Processing bundle tags.

PO Number

Purchase order number associated to the order.

Alternate Customer

Name of a customer to display on reports and production tags. Use this field if you are providing material to a fabricator (your customer) who is supplying the material to a contractor (the alternate customer). In this example, the alternate customer — the contractor’s name — would appear on tags and reports. If an alternative customer is specified at the Job level, it automatically displays in this field.

Order Comment

Any comment you wish to add relative to the order.

Hold

On Hold

Check to indicate that the order is on hold. No further processing in aSa will be permitted. Checking On Hold enables the Hold Reason field.

Hold Reason

Enter a reason that the order is on hold.

Dates

Use the Dates panel to enter various dates and times associated with the order. Click the Calendar button to select dates from an on-screen calendar.

  • Order Date - the current date displays by default
  • Requested Delivery Date
  • Requested Delivery Time
  • Promised Delivery Date
  • Promised Delivery Time
  • Order Closed Date - automatically populated when the order is marked Closed

Note: If you entering a quote (Order Type = Quote), the following fields display in the Dates area:

  • Quote Date
  • Quote Expiration
  • Quote Closed Date

Locations

Location

Specify the the location within your company where specific activities related to the order were (or are expected to be) done.

By

Specify the user responsible for the various activities related to the order, such as the estimator, detailer, and placer.

  • Estimating
  • Detailing - the current location and user display by default
  • Fabricating
  • Sales
  • Billing
  • Placing

Revision History

Displays a summary of activity for the current order in grid format:

  • Date and time the record was changed.
  • Who made the change.
  • Which application was used to make the change.
  • A summary of the change. Click More 5G Graphic to view specific details about what specific data was created or changed.