Customer Order Processing
Feature - Add Wish List Access to Order Entry Line Item Search
Release Date: 4/12/18 This feature allows the user to search for items that are on the customer's wish list. This new search option is available if Sales Desk is in use (Global-Setup-> COP-Ctl-> Sales Desk option 1 set to Y) and Stock Watch is ...
Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
Release Date - 4/10/18 This feature adds the ability for the user to specify the freight pay code or order status when creating an order from Sales Desk. 9. Frt/Ord St - Valid options are C=Consignee, P=Prepaid, T=Third party, R=Recpt(collect), ...
Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
Release Date - 4/9/18 This feature allows the user to set a default value for field 7 on the Packing List parameter screen. This value is used whenever packing lists are printed in Batch mode. This is controlled through a new Global Setup flag: ...
Feature - Print Total Number of Cases on Packing List
Release Date: 04/06/2018 In Global Setup -> COP-Func -> Pick Ticket/Ship Label, we added a new flag: 46. Print Number of Cases on Std. Pack List? See sample screen below: The default value is "N." If you set this flag to "Y," then the standard ...
Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
Release Date: 4/6/2018 Certain trading partners may impose a shipping rule requiring a packing list (for the entire order) be placed in each box of the shipment for that order. That is to say, if we have 6 boxes for an order, then we need to produce ...
Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
Release Date: 04/06/2018 In Global Setup -> Add-On -> Shipment Verification, there's a flag 34. Print Immediate Packing Slip ? When you turn on this flag, it will cause all orders to go through Shipment Verification to print a packing slip (list). ...
How to Print Pick Ticket Default to Proper Destination by Location
Release Date: 04/02/2018 Q - I have multiple warehouses (third party) in CA, NY and FL. I would like to print pick tickets to PDF and email them to my corresponding third party for that warehouse. How do I do that? A - First of all, you can already ...
Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
Release date:3/5/2018 Currently when entering a line item in Order Entry, the application will warn the user if the price is below the item minimum price or unit cost. This new feature will allow users to prevent the entry in Order Entry, Sales Desk, ...
Feature - Add Customer Change Option to Order Entry
Release date: 3/2/2018 This new feature will add the option to Change Customer data while in the ship-to field in Order Entry. To access this new feature, enter "Y" in field 41 in Global Setup, Cop-Func, Order Header Screen. Then, set up customer ...
Feature - Add Product Category Selection to Line Item Audit by Date Screen
Release Date: 2/8/18 Two new fields have been added to the Line Item Audit by Date with CSV selection screen. First, Product Categories has been added. Up to 5 categories can be selected. Press Enter in the first category field for all categories. If ...
Feature - Add Order Date and Product Category Options for Staging Slip
Release date: 2/8/18 Additional selection criteria have been added to the Staging Slip, Enter Range selection screen. First, Starting Order Entry Date and Ending Order Entry Date, Enter = All, press F1 for today's date. Next, Product Categories has ...
How is the Price Determined in Sales Order Import?
Release Date - 11/09/2020 Version - 7.5 and up There is a flag on screen 4 of the EDI Profile in Customer Maintenance that determines how the price is set, Warn If Import Unit Prc <> Eli Calc Prc. This can be N for No Warning, I for Use Import Price, ...
Kits, Component Price Code Application, Kit Price Code Application
Release Date: 11/11/20 Version: 7.5 & Up Q - For a Kit item (K), with price rollup (Y), does Elliott OE not apply price breaks to kit components? For a Kit item (K), with price rollup (Y), will Elliott OE not apply the price code break at the line ...
Allow Auto Popup Customer or Item Notes in Order Entry with Read Only Option
Release Date: 11/25/2020 Version: 8.5 & Up In Global Setup -> System -> Note Function, there are these two flags: 23. Auto Pop Up Customer Note During Order Entry? 24. Auto Pop Up Item Note During Line Item Entry? In addition to "Y" or "N," we now ...
Popup Customer or Ship-To Notes in Shipment Verification
Release Date: 11/25/2020 Version: 8.5 & up In Global Setup -> Add-Ons -> Shipment Verification, a new flag is added: 62. Popup Cust/Ship-To Notes in Shipment Verif? The possible values are: N=Order Notes per Note Type Y=+Cust/Ship-To Notes ...
Round COP Line Item Unit Price to 2 (Two) Decimals
Release Date: 01/05/2021 Version: 7.5 & Up Q - Our pricing is set up to discount by item price. Even though our price list for the customer is at 2 (two) decimals, Elliott always calculates to 4 (four) decimals. What do we do with this? A - If you go ...
Manifest Orders Status Report to Export CSV Shows Blank Result
Release Date: 01/06/2021 Version: 8.0 & Up Q - I tried to run COP -> Processing -> Print Pikc/Pack Tickets -> Shipping -> Manifest Order Status Report. I tried to export the CSV file. The report comes up OK. But the CSV shows blank. See sample screen ...
What Is The Purpose of Field CPORDHDR_FRT_ENT_MTHD in COP Order Header?
Release Date: 2/23/2021 Version: 7.5 & Up Q - Can you explain the purpose/functionality of the ORDER_FRT_ENT_MTHD field in the CPORDHDR table? A - The purpose is to record how the order header freight amount is determined. The possible values can be: ...
Feature - Mass Billing Selection by Ship Via Group
Feature: 03/17/2021 Version: 8.5 & Up In COP -> Processing -> Order Billing -> Mass Billing -> By Range Criteria, the system used to prompt users to select by "Ship Via Code." It is now changed to allow users to either select by Ship Via Code or Ship ...
Shipped Data Export Integrity Check
Release Date: 04/14/2021 Version: 8.5 & Up COP, Utilities, Sales Order Export, Export, and Shipped Order Data Export are used to create an Advanced Ship Notice (ASN) to send to EDI trading partners. In cases where the box data is required, we ...
Add Ship Via Code Selection to Shipped Data Export (ASN)
Release Date: 04/17/2021 Version: 8.5 & up In COP -> Utility -> Sales Order Export -> Shipped Data Export, a new parameter "Ship Via Code" is added. Users can use the F4 key to select by "Ship Via Group" instead. See sample screen below: The ship via ...
Feature - Pick Ticket/Packing List - Print Orders with WO Line Item Only Flag
Release Date: 04/19/21 Version: 8.5 & uU In Pick Ticket Printing, there is this flag: 10. Print Orders with WO Line Item Only? The possible value for this flag was "Y" and "N" where: Y=WO Line Item Only (all line items in the order must be work order ...
Feature - Staging Slip Orders with WO Line Item Only Flag
Release Date: 04/20/2021 Version: 8.5 In COP -> Processing -> Print Pick/Pack Ticket & Lbls -> Print -> Staging Slip, when the user chooses Order Type = "S" (Sales Order), and presses F5=Enter Range, the flag "Orders with WO Line Item Only?" is used ...
Change - Close Order without Checking Partial Ship Flag
Release Date: 05/07/2021 Version: 8.5 & Up In COP -> Processing -> Consolidate/Close Customer Orders -> Close-Order function, systems used to check if the order was partially shipped. If not, the system would give the following warning message: Order ...
Feature - Do Not Print Pick Ticket If There's Insufficient Qty to Ship
Release Date: 5/13/21 Version: 8.5 and Above For Non Multi-bin Users In Global Setup -> Cop-Func -> Pick/Pact Ticket/Ship Label, a new Global Setup flag has been added: 50. Print Pick Ticket if Qty On Hand <= 0? Y/N (Default “Y”) If the answer is set ...
Maximum Path & File Length for Sales Order Import
Release Date: 05/17/2021 Version: 8.2 & Up Q - I am experiencing problems with Sales Order Import - it won't process the file. The only thing that has changed is that the new path is 6 characters longer than before. I'm wondering if that extra 6 ...
Feature - Print Pick Ticket to Create Transfer Batch to Use Ship Date - Buffer Days
Release Date: 05/26/21 Version: 8.5 & Up When users print pick tickets, if the inventory transfer feature is used (e.g., multi-bin users,) the transfer batch transaction date and time uses the following logic: Transfer Batch Transaction Date: Use ...
Feature - Relaxed Auto Credit Release
Release Date: 6/9/21 Version: 8.5 and Above If you use Elliott's Credit Check & Release function, we now provide two new features that may help your operation: In the past, the sales order can be put on hold if it was over the credit limit. We now ...
Why Was This Invoice Printed but Not Posted?
Released Date: 06/11/21 Version: 8.5 & Up Q - We have four orders where the invoice printed but the invoice date did not populate on the order header. We know the invoice hard copies printed because the orders can be tracked and we can scan the ...
Feature - COP WMS Interface for Orders Closed/Cancelled/Fully Posted/Deleted
Release Date: 6/11/2021 Version: 8.5 & Up A new feature has been added to COP that will create an interface to WMS file for any order that is Cancelled, Deleted, Closed, or Fully Posted. This interface file will contain the 6 character order number, ...
In Sales Order Import, City, State and Zip Code Is Incorrect
Release Date: 06/17/2021 Version: 7.0 & Up Q - I use COP -> Utility -> Sales Order Import -> Import -> New Sales Order Import to import Sales Orders into Elliott. But the Bill To and Ship To City, State and Zip is incorrect. Any idea why the ...
Added Preview Option to Shipped Order Data Export
Elliott Version: 8.5 & Up Released: 07/09/2021 A Preview option was added to Shipped Order Data Export as field 16 on the parameter screen (COP -> Utilities -> Sales Order Export -> Shipped Order Data Export.) The default value for "16. Preview ...
Feature - Control Deletion of Box Shipment Records
Release date: 8/5/2021 Versions: 8.5 & Up Program changes have been made to control, at the Global Setup level, the ability to Delete Box Shipment records. In COP --> Processing --> Print Pick/Pack Ticket & Lbls --> Print --> Vics bill of lading, ...
Feature - Determine Salesman By Division
Release Date 9/12/21 Version: 8.5 and Above The purpose of this feature is to allow defining salesman by division which is on the item by item basis. In customer or ship-to file maintenance, user can only define one salesman per order. However, if ...
How to Reverse Wrong Credit Card Amount in Order Entry Payment Window
Release Date: 9/20/21 Version: 8.5 and Above Q - When processing a credit card on the Order Entry Payment Screen, if a user makes a mistake with the credit card amount, what is the best way to reverse it? A - There are two ways to reverse a credit ...
Feature - Sales Order Import Places Orders With Duplicate Purchase Order Numbers On Hold
Release date: 8/20/2021 Version: 8.5 and Up Sales Order Import will now place orders that meet the duplicate purchase order number criteria on hold and a hold note will be attached to the order header. Earlier versions of the program would give a ...
Feature - Mass Close Order by Item to Skip Non-Backorder Line Items
Release Date: 11/11/2021 Version: 8.5 & Up The Mass Close Order by Item routine can optionally be run through Global Setup -> Dist -> I/M Global Control, Screen 2: 8. Close COP Line Item When Item Become Obsolete You can also run the utility from COP ...
Feature - Mass Close Backorder Line Items by Customer
Release date: 12/17/2021 Version 8.5 and Above A new feature, "Mass Close BO Line Items by Customer" has been added to Global Setup / Utilities / COP Utilities / Utilities. This function can be valuable for those who use Elliott's backorder features. ...
Feature - Add Decimal Value to Case Quantity on Picking Ticket
Release Date: 1/7/22 Version: 8.5 and Up In Global Setup, COP-Func, Pick/Pack Ticket/Ship Label, screen 2, flag 27. Print No of Cases On Pick Ticket(Calc)/RndUp: A Y response will cause a new window to pop up and prompt the user to answer "Round Case ...
Printing Pick Ticket to Put Order on Hold if Missing Purchase Order Number
Release Date: 1/15/22 Version: 8.5 & Up In EDI Profile, screen 6, there's a flag to prevent a sales order without a PO Number: 6. Is Purchase Order Number Required? See sample screen below This flag is important for EDI purposes since most trading ...
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