Customer Order Processing
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 ...
How to Create Credit Memo from Invoice History
Release Date 6/19/17 Modify Date 10/17/24 Version: 7.x & up Q - I notice that in the V7.3 release notes, you provided the ability to create a COP Credit Memo from invoice History. What menu is this feature accessed from? A - You can create a credit ...
Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
Release Date: 6/16/17 Q - We had an order go out that had tax on it when the customer was flagged as N for taxable. Here is the scenario. Order 505862 was written up back on 3/21/17. It was a back order for an item. At the time, the customer was set ...
In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
Q - We are getting the message below when trying to change qty. to ship to 1 for this Order. I don't understand what this message means. Can you explain? Qty Avail Had Changed While You Enter This Line Item, Saving is Not Allowed. See sample screen ...
Feature - Not Allowing All Customers When Printing Pick Ticket
Release Date: 4/14/17 Certain users control the printing of pick tickets by customer. Therefore, they enter "All" for order range, and specify the customer number in the customer number range. From time to time, a user can make a mistake and print ...
Feature - COP Custom Product Structure to Show Price & Cost
Release Date - 4/13/17 NOTE: The screens for the application were changed in Version 7.58.608/8.28.608. The cost and price screens were combined into one screen. See ...
Feature - Pick Ticket Printing for Not Equal to Customer Type
Release Date: 10/18/2022 Version: 8.5 & Up In Pick Ticket Printing, the system allows printing of pick tickets to a particular customer type or all customer types. With this new feature, the system now allows printing of pick tickets that are not ...
Feature - Handle Sales History Trx Edit List by Location/Item When CP3HS999 is Reached
Release Date: 10/24/2022 Version: 8.5 & Up It has been reported that COP -> Processing -> Sales History Trx Processing -> Report -> Loc/Item List may lock up if work file CP3HS999.BTR is reached. See sample screen: In Elliott, we delete this work ...
Feature - Put Orders on Hold for Specific Salesman
Release Date: 11/4/22 Version: 8.5 and Above This feature allows the user to configure the system to automatically put a salesman’s (e.g., house-account) orders on hold. This is done by introducing two flags to Salesman File Maintenance. 9. Hold When ...
Feature - Add HTML Version of Quote Acknowledgement
Release Date: 11/30/2022 Version: 8.6 & Up A new HTML version of the Quote 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 ...
Duplicate Serial Number Handling in Shipment Verification
Release Date: 12/01/2022 Version: 7.5 & Up Q - I have a scenario of two identical serial numbers from two different items. But Elliott won't accept them in shipment verification. See sample screen below: We were able to verify item# EPS-GR-2, but it ...
Feature - Create Number of Shipping Labels Based on Customer Item Case Size
Release Date: 12/8/22 Version: 8.5 and Above When creating shipping labels, the system should first look at the customer item pack size and then default to the item file pack size to determine the number of labels to be created. If there's a shipment ...
Feature - Support Copying of COP Transfer Order
Release Date: 12/9/22 Version: 8.5 and Above While Elliott has supported copying regular COP orders, Elliott did not allow users to copy a COP transfer order. This feature enables this functionality. The following standard restrictions are enforced ...
Feature - Import for Product Category / Location Account File
Release Date: 12/16/22 Version: 8.5 and Above This feature allows the user to import records for the Customer Order Processing Product Category Location Account file. A new Import menu option has been added. After choosing the Import option, a new ...
Feature - Enter Salesman 2 and 3 with 0% (Zero Percent)
Release Date; 12/28/22 Version: 8.5 and Above In Order Entry or Sales Desk, currently Elliott systems allow up to 3 salesmen. Each salesman will need to have a percentage split with total a 3 salesmen percentage adding up to 100%. In some situations, ...
Feature - Add HTML Version of Shipment Acknowledgement Email
Release date: 2/16/2023 Version: 8.6 & Up A new HTML version of the Shipment Acknowledgement email has been created in Elliott 8.6. This feature is related to the HTML Quote Acknowledgement (KB article: ...
Feature - Added "Enforce Price Code Price Progression Rule" Global Setup Flag
Release Date: 03/02/2023 Version: 8.5 & Up In Global Setup, COP-Ctl, and Price Control Feature, the following flag has been added: 4. Enforce Price Code Price Progression Rule? The default value is "Y." See sample screen below: If this flag is set to ...
How to Remove Order Locked Message During Invoice Printing
Release Date: 03/10/2023 Version: 8.x & Higher Q - During invoice printing, we may receive the following message box popup: Order XXXXXX Customer Name..... is locked See sample screen below: If we click "OK" on the message, then the order is skipped ...
How to Determine If An Invoice Is Fully Paid
Release Date: 03/10/2023 Version: 7.5 & Up Q - I can use Crystal Report to find a list of invoices in the CPINVHDR table. There's a column for INV_FULL_PAY_DATE in CPINVHDR, but it does not look like the value in this column is updated. Why? A - To ...
Feature - Add HTML Version of Sales Desk Quote Acknowledgement
Release Date: 3/17/2023 Version: 8.6 and Up A new HTML version of the Sales Desk Quote 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 ...
F2 Comment Does Not Print on Invoice Consistently
Release Date: 03/10/2022 Version: 7.5 & Up Q - In Customer Order Processing, some of our invoices sometimes fail to print the F2 comment. This is inconsistent. Is it possible to print F2 comments on invoices by default? A - This has to do with the ...
What Causes COP Invoice Posting to Back Date?
Date: 03/31/2023 Version: 7.5 & Up Q - We have had a few transactions that are posting on incorrect dates. In the example of credit memo 514633, the credit memo was posted on 3/30/23, but the GL distribution goes to 3/21/23 and the the general ledger ...
Contact Name, Email, and Phone Number Show in Order Comments
Release Date: 04/30/2023 Version: 8.2 & Up Q - All of a sudden, the contact's name, e-mail address, and phone number shows up in the order comments and prints on the invoice. See sample screen below. What may cause this to happen? A - It seems that ...
What Do O/S or OS Literals Mean in Elliott?
Release Date: 04/30/2023 Version: 7.x & Up Q - Can you explain what the O/S or OS literal means in Elliott? See sample screen below. How did that happen? A - O/S or OS means "Out of Stock," as opposed to B/O or BO, which means Back Order. Generally ...
How to Find Out All Closed or Canceled Line Items from a Customer
Release Date: 05/16/2023 Version: 8.x & Up Q - How does a user run a report of all closed or cancelled line items for a specific customer for a specific date range? For example, closed/cancelled line items for customer 005950 from 1/1/22 to 12/31/22 ...
Feature - Add Additional Selection Parameters for Shipment Email
Release date: 5/19/2023 Version: 8.5 & Up Additional selection parameters have been added to the current Shipment Confirmation Email screens: COP --> Processing ---> print Pick/pack ticket and lbls ---> Print ---> Shipment email then 1) Order ---> ...
Feature - Shipment Acknowledgement Email for Academy Drop Ship
Release Date: 5/19/2023 Version: 8.5 & Up Academy Drop Ship program require a specialized shipment acknowledgement email contains consumer and other information. For the detail of this email, please refer to provided sample in the later part of this ...
Why There's No Valid Line Item To Print on Pick Ticket
Release Date: 05/24/23 Version: 7.5 & Higher Q - Today (5/24/23), we had a order that would not print a pick ticket. When we print a range of orders that includes the order # 009542, there is no message. When I tried to run it to PDF, I got the below ...
Feature - Added "Put Away Slip" Section to Staging Slip
Release date: 4/10/2017 Currently, the staging slip is designed to pick items. This feature changes the staging slip to support put-away items as well. There are a couple scenarios: (1) When a user enters a work order, sometimes the work order ...
What Other Programs Can Update Order Date Picked Field?
Q - This has happened mysteriously a few times over the past few months. Someone will go to print a pick ticket, and the system responds with a "nothing in range" message. When that user tries again with a different number, the same thing happens. ...
Feature - Auto Release Held Order Utility
Release Date: 3/29/2017 In Elliott, you can turn on the feature to Auto Hold Order in Global Setup -> Cop-Ctl -> Credit Check Release. Then, when a sales order is created, the system can automatically detect whether or not that order needs to be put ...
Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
Q - I need to cancel the pick ticket for an order. The customer called to cancel the order while we are in the middle of shipping it. When we use the COP -> Util-Setup -> Cancel Pick Ticket, we are getting the following message: Order Already ...
Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
Release Date: 3/3/2017 Added an additional flag “Show Customers with Pending Payment Only?” to COP -> Processing -> Release Held Orders --> Release with Filters If this flag is set to "N," the program will process as it previously did. If this flag ...
What Do the Statuses Mean on the Order Inquiry Screen?
Q: When running Order Inquiry, sometimes a status is shown next to the item price field. What do these statuses mean? A: There are several possible statuses that can be shown on this screen. “c” = The line item is closed. “x” = The line item is ...
Feature - Print Packing List by Box Number
Release Date - 1/31/17 This feature will allow the user to print the packing list by box number when printing the packing list from Shipping Verification or when printing the packing list from the Shipment Data screen in Order Inquiry. A new option ...
Feature - Two-Location Support In Sales Desk
Date Released - 1/17/17 This feature adds two-location support to the Sales Desk application. Two-location support is available when the following is set up in I/M Global Control: Field 4 should be set to Y or E. Once set, the following screen will ...
Feature - Ability to Change EDI Import Path
Release Date: 1/9/17 This feature gives the user the ability to change the path used when importing EDI orders. This option is enabled through Util-Setup-> Global Setup-> Add-Ons-> Sales Order Import. Field 4. Can User Override Path During Import? ...
Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
Release Date: 12/29/16 Added a new Payment Inquiry Option to Order/Invoice Inquiry Applications by adding F2=Payments to the inquiry screen. After pressing F2, the payment screen will appear in Inquiry mode. Modified programs: CP0400, CPPAYMNT, ...
Security Flag to Allow User to Change COP Incomplete Order to Complete
Revised: 06/05/2017 Q - In the past, there has been an issue with Elliott locking in the middle of orders and the order showing as incomplete or already in use. We think the cause for this is a networking issue. But our user was able to change the ...
Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
Release Date - 12/2/16 Scenario: The user is using Shipping Verification with the “Auto Billing Selection” feature enabled. Sometimes they need to ship an order with large quantities, in which case it takes more than one day to perform the “shipping ...
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