Customer Order Processing
Feature - Order Date vs. Line Item Promise Date When Printing Picking Tickets
Release Date: 3/20/26 Version: 8.5 and Above This feature allows the user to specify a single order date as the cutoff when printing picking tickets. This allows the user to prioritize orders based on this date versus the line item request/promise ...
Order Entry Prompts for Changing Line Items and Billing Information
Release Date: 2/5/26 Version: 8.5 and Above Under certain conditions, the 8.5f.708/8.65.708 update to Order Entry may force the user to navigate to the line item screen and the billing screen (if configured) without prompting, when the ship-to ...
Feature - Shipment Manifest Tracking Report Ship Via List Support
Release Date: 12/29/25 Version: 8.5 and Above This feature allows the user to choose either a range or list of ship via codes when printing the Customer Order Processing-> Print Pick/Pack Ticket & Lbls-> Shipping-> Shipment Manifest Tracking Report. ...
Review Elliott Order Note to Understand Why the Order Is Placed on Hold
Release Date: 11/19/2025 Version: 7.x & Up Q - I investigated a complaint from Emporium that some COP orders' Frt Code is changed to H. When printing the Pick Ticket, the Frt Code is changed to H. After removing the H and adding a line with an Item ...
Feature - Change Sales Desk Quote to Use Order Quote Email Recipients Flag
Release Date: 9/2/25 Version: 8.6 and Above Prior to this feature, Sales Desk Quote Acknowledgement email recipients were determined by the following logic: All eContacts on the quote will receive acknowledgement emails. If there is/are no eContacts ...
Feature - Support Walmart VICS Bill Of Lading with EDI Profile Destination Source Flag
Release Date: 08/28/2025 Version: 8.5 & Up The original design used the Country field in the Ship-To record to populate the Destination field on the VICS Bill Of Lading. One customer needs to ship to a Walmart location in Puerto Rico, so the Country ...
Are There User-Defined Fields in Elliott Sales Order for Analysis Purposes?
Release Date: 08/14/2025 Version: 8.x & Up Q - Does Elliott has a Customer Order Field that could be used for "End Use Type?" This is the type of application the product is being sold to -- like datacenter, factory, residential, municipal, etc. The ...
Feature - Pricing by Multiple Customer Types
Release Date: 7/24/25 Version: 8.5 and Above Introduction This feature allows the user to specify multiple customer types for a customer. The additional customer types are used when determining item pricing using price codes. Price code type 3 by ...
Feature - Improved the Additional Shipper Info for Walmart on the VICS Bill Of Lading
Release Date: 07/11/2025 Version: 8.5 & Up A VICS Bill Of Lading can be printed for Walmart and we provide four specific fields they require on the form: Destination, PO Type, Department, and Must Arrive By Date. Although the fields are provided, ...
Feature - Include Underlying Bills Of Lading In Total Page Number
Release Date: 07/11/2025 Version: 8.5 & Up A master bill of lading will typically start with a page number of one for the master and then each underlying bill of lading will start over again at one. That way when the master shipment arrives at the ...
Feature - Sort Items In Sales Order Import By Bin No/Pick Sequence
Release Date: 07/11/2025 Version: 8.5 & Up Although the picking ticket can be sorted by the Bin No/Pick Sequence, other documents do not have this feature. One customer requested the items be imported by the sequence so all the documents will be ...
Feature - Sales Order Import Can Now Check History For Duplicate PO Numbers
Release Date: 05/22/2025 Version: 8.5 & Up This feature is to address a problem when an order was processed, posted, and purged and Sales Order Import did not flag an order as a duplicate PO, so the order was shipped again. This typically happens ...
We Closed the Sales History Period without Posting the Sales History Transactions for the Month -- Is There a Way to Reopen the Period?
Release Date: 06/04/2025 Version: 7.x & Up Q - We closed the Sales History Period without posting the Sales History Transactions for the month. Is there a way to reopen the Period? A - Your question depends on where you retrieve your sales history ...
Feature - Add CPPICI2 (Pick Ticket for Item 2) Event When Printing Pick Tickets
Release Date: 04/30/2025 Version: 8.5 & Up The purpose of adding the CPPICI2 - "Pick Ticket for Item 2" event is to supplement the CPPICIT event. Both events will be triggered when printing pick tickets. It is triggered line item by line item. You ...
How to Find All Open Sales Orders
Release Date: 04/24/2025 Version: 8.x & Up Q - I am inquiring if there is a way in Elliot to find out all the open Sales Orders. We are trying to see if there are any orders that have not been closed yet and also have visible of all of the items that ...
Feature - Newly Received Item Inquiry with Date & Category Range Plus Show Total
Released Date: 03/08/2025 Version: 8.5 & Higher In COP -> Inquiry -> Newly Received Item Inquiry, it prompts for three parameters: Rec Date: You can either enter a single date or press Enter for ALL Category: You can either enter a single category or ...
Feature - From Newly Received Items Inquiry to Drill Down to Stock Status Inquiry
Released Date: 02/11/2025 Version: 8.5 & Up In COP -> Inquiry -> Newly Received Items Inquiry, an F5=StkSts option is added to support drilling down highlighted items to the Stock Status Inquiry screen. See sample screen below: Modified Programs: ...
Feature - Update Newly Received for Plus Work Order Copied from COP
Released Date: 02/20/2025 Version: 8.5 & Up In Elliott BOMP Plus Work Order, when a production is completed and posted, it will not update the Newly Received (CPITMREC) database if the plus work order was originally copied from the COP sales order. ...
Shipment Confirmation Email Shows FedEx URL for UPS Tracking Number
Release Date: 02/06/2024 Version: 7.x & Up Q - How is the URL used in the shipment confirmation email determined? We have a case where the FedEx URL is used for a UPS shipment, which obviously doesn’t work. See sample below: A - Elliott tries to ...
How to Ignore the Price Code by Customer/Product Category for One Item
Release Date: 10/31/2024 Version: 7.x & Up Q - We have price codes set on the Customer / Product Category level by discount depending on the customer. We want to exclude one item that has the same product category from getting any discounts. How do ...
Feature - MSC Packing List Support - Design Your Own
Release Date: 9/25/24 Version: 8.6 and Above This feature allows the user to choose a design of their own for the packing list that is specifically formatted for the EDI Partner MSC. This feature has the following requirements: It is available only ...
Feature - Mass Billing By CSV Auto Select Negative Qty Ordered
Release Date: 9/5/24 Version: 8.5 and Above A new Global Setup value has been added to COP-Func-> Billing that allows the user to specify if non-serial items with a negative quantity ordered will be automatically selected for billing if not provided ...
Feature - Addition of F5=Options, Print Duplicate Invoice in Invoice History Drill Down
Release Date - 2/15/16 There are many areas you can drill down to invoice history. For example, you can drill down to invoice history from Stock Status Inquiry -> F5=Trx Detail, then drill down to invoice history for COP transactions. You may also ...
Feature - Add Customer Type and Type Description to Sales Desk Order Screen
Release Date 1/12/16 Display of the Customer Type and Customer Type Description has been added to the Sales Desk Order Creation screen. Modified Program: CPQUOSCN DLM
Can I Delete a Ship-To Location in COP?
Release Date: 05/08/2024 Version: 7.x & Up Q - Does it cause an integrity issue if we delete a ship-to and go back to using the customer file address only? They have some customers who never needed a ship-to but one had been added when they first ...
Feature - Stock Analysis List Add Date Range and Print Open Batch Only Options
Release date 10/31/2020 Version 8.5 & Up New parameters are added to the Stock Analysis Edit List. You can access the Stock Analysis Edit List by going to COP -> Processing -> Print Pick/Pack Ticket & Lbls -> Stock Analysis -> List, The following new ...
Sales History Transaction Processing Loc/Item List Stuck
Release Date: 10/12/2020 Version: 7.5 & Up Q - One of the reports I run from time to time is COP -> Processing -> Sales History Trx. Processing -> Report -> Loc/Item List. It used to work. Starting recently, for no apparent reason, it always gets ...
Meaning of Global User Security - Allow User Manually Confirm Shipment Verification
Release Date: 09/08/2020 Version: 7.5 & Up Q - What does the Global Security option on screen 5, number 1 actually control? " Allow User Manually Confirm Shipment Veri" It's ambiguous. We have it set to "N" right now. Thanks. A - In Shipment ...
Feature - Initialize Order Line Item BOMP WO Fields When Partial Shipment Is Posted
Release Date: 08/26/20 Version: 8.5 & Up We introduced a new flag in Global Setup -> COP-Func -> Post Invoic to A/R -> 13. Init BOMP WO# for Partial Post Line (Re-Copy)? The default value of this flag is "N." See sample screen below: By design, ...
Feature - Prompt Addr & Phone in Order Ack and Email
Release date: 6/19/2020 Version 8.5 & Up We have added a Global Setup flag to Cop-Func -> Print Order/Quote/RMA -> "24. Prompt Addr & Phone in Order Acknowledgement?." The default value of this flag is "Y," which is the current behavior. If this flag ...
Feature - Sales Desk Trial Lock Logic to Prevent Locking Storm
Release Date: 06/17/20 Version: 8.5 & Up In larger Elliott installations with hundreds of salespeople and multiple warehouse locations to ship from, a special deadlock condition occurs in Sales Desk when multiple salespeople are competing for the ...
Feature - Print Pick Tickets Using a Ship Via Group
Release date: 6/10/2020 Version 8.5 & Up Added the ability to print pick tickets using a ship via group instead of a ship via code. To use the Ship Via Group feature, first go to A/R -> Maintenance -> Ship Via Code File -> Grouping and add the Ship ...
Feature - Import of Shipment Tracking Number for Sales Order Through CSV File
Release date: 5/19/2020 Revised: 7/26/24 Version 8.5 and Up You can now import shipment tracking numbers for sales orders through a CSV File. You can find the utility in COP, Processing, Print Pick/Pack Tickets & Lbls, Shipping, and Tracking Number ...
Feature - Add Update to Item Audit File When Running Future Price Posting
Release date: 4/18/2020 Version 8.5 & Up In Item File Maintenance, when you "Add" a new item, the system will write a record to the Item Audit file with ITEM-AUDIT-ACTION = "A" (Add). If an item master record is changed, then it writes two records ...
Feature - Added Global Setup Field to Allow Ship-To Salesman Default to Spaces
Release date: 4/3/2020 Version 8.5 & Up When adding a new Ship-To, the system currently defaults the Ship-To Salesman Number to the Customer File Salesman Number. Many users want the default to be blank (which means "Same as Customer Salesman") so ...
Feature - Added the Ability to Create an Event in COP Void Invoice
Release date: 4/2/2020 Version: 8.5 and Up Starting with this revision, Elliott added the ability to trigger an event when using COP -> Utility -> Void Invoice. Some users have mentioned the idea that when an invoice is voided, they want an event ...
Feature - Print Item Notes on Staging Slip
Release Date: 03/27/2020 Version: 8.5 & Up This feature will print item notes on staging slips after each item provided the following conditions are met: (1) Global Setup -> System -> Note Function: Flag 7. Copy Notes From Item To Line item ? Value ...
What Are the Possible Values for the COP Order Release Flag?
Release Date: 03/23/2020 Version: 8.2 & Up Q - In the COP Order Header table, there's a column ORDER_RELEASE_FLAG. What are the possible values for the COP order release flag? What are they used for? A - The possible values are: "N" (default) = The ...
Feature - Export Serial Number with ASN (Advanced Shipping Notice / 856)
Release Date: 2/20/2020 Version: 8.5 & Up Added support for serial numbers to Sales Order Export-> Shipped Order Data Export and Shipped History Data Export based on EDI trading partner profile flag in the first screen, "12. Export Ship Box Data / ...
Issues Creating PO Requisitions After Running Out Of Order Numbers
Release Date: 1/21/20 Versions: 8.2 and Above PO requisitions can be configured to created from COP Orders though Global Setup-> Dist-> PO Requisition Process-> Field 7. Turn COP Orders Into Requisition? If this option is enabled, line item ...
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