Customer Order Processing
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 ...
Feature - Mass Fill BO by Batch Trial Fill with System Date + or - Number of Days Option
Release Date: 2/1/2021 Version: 8.5 & Up This enhancement applies to COP -> Processing -> Fill Backorders -> Mass -> By Batch -> Mass -> Process -> Trial Fill, the system prompt for "2. Cut-off Date." In the past, it supports either a specific date, ...
Change Customer Number or Create New Customer and Import Ship-To
Release Date: 02/18/2022 Version: 8.5 & Up Q - We had to create a new customer number for our T&EAZ account. We are doing a web project and the website does not like the "&" symbol that is in this customer number. My question for you is…. Is it ...
Feature - Add HTML Version of Order Acknowledgement Email
Release date: 3/3/2022 Version: 8.6 & Up A new HTML version of the Order Acknowledgement email has been created in Elliott 8.6. Setup for this feature is found in: Global Setup --> cop-Func --> print order/quote/rmA. This feature is related to HTML ...
Feature - Shipment Confirmation Sort By Picking Sequence
Release Date: 3/7/22 Version: 8.5 and Above This feature allows the user to choose if the line items in the Shipment Confirmation application are displayed by line item number or by picking sequence (bin number) order. To set up this feature, a new ...
Feature - Added Item Price Mismatch Event in Sales Order Import
Release date: 4/19/2022 Version: 8.5 and Up You can now subscribe to the Item Price Mismatch Event in Sales Order Import. This will trigger an email when there is a price discrepancy between the import price for an item and the calculated price in ...
Feature - Added the Ability to Copy the Ship-To Contact Phone Number to the Country Field
Release date: 4/19/2022 Version: 8.5 and Up The purpose of this feature is to map the imported ship-to contact phone number to Elliott's Sales Order Country field. This assumes your sales order ship-to addresses are inside the USA only. Hence, the ...
Feature - Flag Held Order As Reviewed
Release Date: 5/10/22 Revised: 5/18/22 Version: 8.5 and Above This feature allows the user to mark an order on hold in the Release Held Order application as “reviewed.” This means the held order has been reviewed by the credit department and it was ...
VICS BOL - Customer and Carrier Not in Balance Message
Release Date: 06/15/2022 Version: 7.5 & Up Q - In VICS Bill of Lading user interface, an order's package quantity should be 12, not 1. When I modify it and try to print the BOL, I receive the following message: Customer and Carrier Not in Balance - ...
How to Handle Sales Tax for Colorado Retail Delivery Fee (RDF)
Release Date: 06/28/2022 Revised on : 6/23/2023 Version: 7.x & Up Q - Colorado, in its ever-complicated tax system, has added a new fee effective 7/1/22 for all retail deliveries within their state of a whopping $0.27 that MUST be listed on the ...
Feature - Option Not to Auto Release Order if Order & Customer Terms Codes Mismatch
Release Date: 06/28/2022 Version: 8.5 & Up In Global Setup -> Utilities -> COP Utilities -> Release Held Order, the system can review the orders to determine if the orders should be released without a credit manager having to manually release the ...
Feature - Colorado Sales Tax Retail Delivery Fee (RDF) Support
Release Date: 6/30/22 Revised Date: 9/26/22, 06/22/23, 6/12/24 Version: 8.5 and Above Effective 7/1/24 Note the fee is scheduled to increase to $0.29 on July 1, 2024. Effective 7/1/23 Note the fee is scheduled to increase to $0.28 on July 1, 2023. ...
Enforce UPC in the Picking Ticket Print for EDI Trading Partners
Release Date: 08/21/2022 Version 8.5 & Higher Some EDI trading partners may require that the UPC be provided on outgoing documents, like an ASN (Advanced Shipping Notice or 856) or or an invoice (810). When the UPC is not provided, the EDI ...
Feature - Release Held Orders to Filter by Tax Reason
Release Date: 06/29/22 Version: 8.5 and Above If orders go on hold due to tax calculation issues, the order held reason is set to "T" for taxes and a hold note is created for the order. The Release Held Orders application will allow the user to ...
Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
Release Date: 01/24/2018 Elliott integrates with Bartender for many of its label printing functions. Bartender is extremely flexible and powerful and fulfills all kinds of label printing requirements. But Bartender requires separate licensing. If ...
Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
Release Date 1/11/18 Currently the individual order total and summary/grand totals pages are based on the quantity to ship for "O" and "I" type orders. This feature adds a new column to the order total area showing the Order Amount, the Cost, Margin ...
Change - Shipping Verification Box Edit Serial Numbers
Release Date - 1/2/18 In Shipping Verification, when the user presses the F5 key to edit box information, items can be added and deleted to/from different boxes. For serialized items this means the deletion and addition of serial numbers in addition ...
Laser Form Templates Are Missing When Printing Duplicate Invoice
Release Date: 01/03/2018 Q - I am trying to print a duplicate invoice using laser form 77. It is not available in the selection list. But when I print a regular invoice, it is available there. A - The reason this happened has to do with the fact that ...
Feature - Print One Invoice with Form Selection
Release Date 12/13/17 This feature will allow the user to select a form number to use when printing an invoice from the Print One Invoice application. This feature uses the new options that are described in the following Knowledge Base article: ...
Feature - Create ASN Label Records in Order Inquiry
Release date: 11/22/17 This feature allows ship data CSV files to be created from the Shipment Information window in Order Inquiry for orders and invoices. These files can then be used by BarTender to print ASN labels. This feature is not available ...
Feature - Override or Filter Invoice Form Number
Release Date - 11/20/17 The feature gives the user the ability to choose whether the form number entered when printing invoices should be used as an override to the default for the customer or as a filter criteria to exclude invoices from printing ...
Feature - Shipment Data Update Event
Release Date: 11/07/2017 A new event is added to support the following function in COP -> Processing -> Pick/Pack Ticket & Lbls -> Shipping -> Shipment Data Update. When an order's shipment data is updated, the following event will be triggered: ...
Feature - How to Not Update Previous Tracking Note in Shipment Data Update
Release Date: 11/3/2017 A flag is added to Global Setup -> COP-Func -> Shipment Data Update 21. Allow to Override Previous Tracking Note? The default value is "N." See sample screen below: This flag controls the behavior in COP -> Processing -> Print ...
Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
Released Date: 10/20/2017 A new setup flag has been added to Global Setup -> Cop-Func -> Print Order/Quote/RMA: 23. Show Nothing in Range Msg in Order/Quote/RMA? See sample screen below: The default value is "Y." If you set this flag to "N," then ...
Feature - Replacement Sales Order Import to Keep Changed Promise Date
Release Date: 10/17/2017 A new feature has been added to the CP/Util-setup/Sales Order Import/Import/Replacement Sales Order Import process that will keep a changed Promise Date when the import is done and the order already exists. To enable this ...
Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
Release Date: 10/3/17 This feature gives the user the option to choose whether salesman 2 and 3 are included in the Order Edit List and Order Edit List Summary CSV files. This is controlled with a new option from Util-Setup-> Global Setup-> ...
Automatically Create Invoice History Summary by Date Through Defer Processing
Release Date: 09/26/2017 Updated: 12/4/2024 Q - Is there a way to enter responses to reports that will run deferred so that the responses change from run to run? Example: As per the attached screenshot to print an invoice summary, the goal is to have ...
Feature - Negative Discount Percent Support
Release Date 9/14/17 This feature allows the customer to establish an invoice price that is a markup above the normal selling price. To handle this scenario, the system will allow the entry of a negative discount percent at the customer maintenance ...
Feature - Drop Ship Enhancement
Release Date: 09/11/2017 Version: 8.5 & up. The purpose of this feature is to add the ability to input, process and ship drop-ship orders to consumers for our customers while adhering to already existing business rules. This support is implemented ...
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