Customer Order Processing
Feature - Expanded Laser Picking Ticket
Release Date: 6/14/23 Version: 8.6 and Above The standard picking ticket is hard coded and does not allow the user to customize the layout. The standard pick ticket prints 5-6 items per page resulting in documents that can be 75-100 pages in some ...
Feature - Release Held Order Customer Type Filter
Release Date: 6/16/23 Version: 8.5 and Above This feature adds a new filter to the Customer Order Processing-> Processing-> Release Held Order-> Release With Filters application. Users can limit the held orders that are displayed based on a single or ...
Feature - Display Component Description Customized BOMP
Release Date: 6/23/23 Version: 8.5 and Above This feature displays the full component description when customizing the product structure of a manufactured parent from Customer Order Processing Order Entry. The description is displayed when using the ...
Feature - Print Duplicate Posted Invoices with System Date + or - Number of Days Option
Release Date: 6/26/23 Version: 8.5 and Above This enhancement applies to COP -> Processing -> Print Duplicate Invoice -> Print Posted Duplicate Invoices, the prompt for "7. Starting Invoice Date". In the past, it supported either a specific date ...
Feature - Disable "ToBePrinted" When Printing Duplicate Posted Invoices
Release Date: 6/26/23 Version: 8.6 and Above If you wish to use the 'Print Duplicate Invoice from Invoice History' feature to send a PDF PostOffice invoice, then this enhancement adds value by preventing unwanted PDF PostOffice documents from being ...
How to Test & Set Up Emailing PDF PostOffice with Duplicate Invoice Option
Release Date: 06/28/2023 Version: 8.6 & Higher Q - I understand we could use deferred processing to email invoices to our customers in Elliott 8.6. We are ready to go live with emailing PDF PostOffice invoices with Duplicate Invoices from the Invoice ...
Feature - Order Inquiry F5 Options to Filter the List of Orders
Released Date: 07/22/2023 Version: 8.5 & Up The following COP order/invoice inquiry functions are modified to add F5 Options key to filter displayed orders. The following functions are modified: COP -> Inquiry -> Order Inquiry -> Inquiry -> Order ...
Feature - Mass Billing by CSV 3rd Party WMS and Event Support
Release Date: 9/5/23 Version: 8.5 and Above If the 3rd Party WMS or Logistic Support is enabled, the first time a user runs the Customer Order Processing-> Processing-> Billing-> Mass Billing by CSV application the directory will default to the ...
Feature - Tracking Number Import 3rd Party WMS and Event Support
Release Date: 9/5/23 Version: 8.5 and Above If the 3rd Party WMS or Logistic Support is enabled, the first time a user runs the Customer Order Processing-> Processing-> Print Pick/Pack Ticket & Lbls-> Shipping-> Tracking Number Import application the ...
Feature - Added Archive Function to Sales Order Import File Search Window
Release Date: 9/21/23 Version: 8.5 and Above Some customers have asked how to delete or archive files from the Import Folder for Sales Order Import. This can happen because the import file has invalid information which will require the trading ...
How to Print Order Line Item Notes on Invoice
Release Date: 11/3/2023 Version: 8.x & Up Q - Is there a way to add the comment/note field directly to an order line item that would print on the invoice? For instance, let's say we have four different orders that we are going to consolidate to one ...
Feature - Override Cross Ship By State
Release Date: 11/9/23 Version: 8.5 and Above This feature will allow the user to override the location cross ship restriction on a state-by-state basis. For example, if a user has east and west cost warehouse locations, it can be very expensive to ...
The Impact of Changing Item Selling Unit of Measure and Ratio
Release Date: 11/23/2203 Revised Date: 01/22/2025 Version: 7.x & Up Q - We changed item file from Case Pack CA (field 14) to Each, EA, See sample screen below: It changes our invoices that were already closed and posted. The following is the original ...
Feature - Change Sales Order From Incomplete to Complete Status Event
Release Date: 1/23/2024 Version: 8.5 & Up A new event has been added that, when active, detects when an incomplete order for a specific customer has been made into a complete order. Accordingly, the event type is abbreviated as INCTOCOM. This new ...
Feature - Display Line Item Reason Code in Order Inquiry
Release Date: 1/12/24 Version: 8.5 and Above A new option has been added to Global Setup-> COP-Ctl-> User Defined Code-> field 8. Display User Defined Code In Order Inq. 8. Display User Defined Code In Order Inq - The default is N. A value of Y will ...
Feature - Allow Over Allocation for Certain Locations and Users
Release Date: 2/27/24 Version: 8.5 and Above A new option is available in Global Setup-> COP-Func-> Order Line Item Screen-> 12. Allow Qty-To-Ship > Excess Qty (OH-Alloc+BO) that allows over allocation to occur for specific locations for specific ...
Feature - Restricted Attributes that Apply to Certain Warehouse Locations
Release Date: 2/27/24 Version: 8.5 and Above A new option is available in Global Setup-> System-> Attribute Handling-> Field 14. Are There Restr Attrib Apply To Certain Locs which allows the user to specify up to 5 attributes that have restrictions ...
Feature - Show User, Date, and Time Last Marked Incomplete When Changing an Incomplete Order
Release Date: 03/29/2024 Version: 8.5 and Above Background In Elliott Sales Order editing, when the user is in the order entry line item or billing screen, the order is flagged as "Incomplete." This is a status to notify all other users not to ...
Feature - Pick Ticket Printing Supports Bin Records in Delimited File Format Exports
Release Date: 4/12/2024 Version: 8.5 and Up Background This feature is a continuous running update to the 3rd Party Logistic Warehouse Management System. For more details on the main article, click here. Pick ticket printing is a critical feature in ...
Feature - Invoiced Line Item Posted Event
Release Date: 4/23/2024 Version: 8.5 & Up Background A poll indicated this was a requested feature. Click the link for reference. Feature A new event has been developed that will trigger after an order line item's invoice is posted. This means that ...
Feature - Invoice Posted For Customer Event
Release Date: 4/24/2024 Version: 8.5 & Up Background This is a follow-up feature to a similar event, Invoiced Line Item Posted Event. Feature A new event has been developed that will trigger after a customer's invoice is posted. This means that a ...
Feature - Mass Billing by CSV Error Directory Support
Release Date: 5/17/24 Version: 8.5 and Above This feature adds the ability to move Mass Billing import files that have errors to a separate directory when interfacing. This feature is useful to allow the user to correct the error with the CSV and to ...
Feature - Allow or Suppress Users' Right to See $ Amounts on Open Order Status Reports
Release Date: 5/17/2024 Version: 8.5 and up Background This feature is an update to the Order Status Reports feature. Order Status Reports are located in Customer Order Processing > Report > Order Status Reports. For more information, click here. ...
Feature - Skip Orders With Duplicate PO Numbers in Sales Order Import
Release Date: 5/21/2024 Revised Date: 08/27/2024 Version: 8.5 and Up Background Sales Order Import would flag orders with duplicate purchase order numbers in Elliott as a warning, but allow the orders to import and place them on hold. This behavior ...
Feature - Mass Billing by CSV Multi-Bin Support
Release Date: 5/28/24 Version: 8.5 and Above Currently when a user chooses COP -> Billing Selection -> Mass-billing -> by CSV File and the multi-bin enhancement is enabled, the user will receive the error message "Multi-bin is not supported with this ...
Feature - Minnesota Sales Tax Retail Delivery Fee (RDF) Support
Release Date: 6/12/24 Version: 8.5 and above Avalara Release Date: 6/20/24 (Elliott support) 7/1/24 (Avalara support) Version: 8.6 and Above Effective 7/1/24 For Minnesota sales tax, a new Retail Delivery Fee (RDF) has been added effective 7/1/24 for ...
Feature - Check for Duplicate PO During Sales Order Import
Release Date: 7/19/2016 A new feature has been added to COP Sales Order Import that will check imported orders for potential duplicates. Setup by entering "Y" in Global Setup - > Add-ons -> Sales order import, field 23. When running Sales Order ...
Feature - Order Ship Status Auditing Report
Release Date - 7/14/16 The Order Ship Status Auditing Report is available under COP -> Processing -> Pick/Pack tickets & Ship Label -> Shipping -> Order Ship Status Auditing Report. The feature gives the user the ability to reconcile EDI orders ...
Global Setup for Invoice Printing Time Release Flags
Q - In Global Setup, Invoice Printing, can you tell me how #7 Time Release works (and #8 and 9), and also how #10, Use Ship Date to control Invoice Print works? See screen below: 7. Turn On Time Release Order ? 8. Latest Time For Release ? 9. Add 12 ...
XCP0352 Customer Order Processing Print Invoices
Print Invoices Application Overview The Print Invoices application is used on a routine basis. Regardless of which billing procedure you implement, you will need to print invoices. Printing On Laser Forms Invoices may be printed on either standard ...
SDLAYOUT Sales Desk Screen Layout
Sales Desk Screen Layout Many companies have some special information needed for their order taking process. Sales Desk allows you to customize the screen center portion for customized item or customer information. The default 12 fields are displayed ...
SCLAYOUT Sales Desk Change Customer Data Window
Change Customer Data Window Run Instructions If you wish to let your salespeople change certain fields of the customer file, you have to define which fields they can change in the Sales Desk. Typically, you will let salesperson change phone, address ...
Feature - Sales Order Import Line Item Event
Release Date - 6/29/16 A new event has been added when importing orders throught Customer Order Processing-> Util-Setup-> Sales Order Import-> Interface. The name of the event is Import Order Line Item Event under program CPORDIMP and type IMORDITM. ...
Feature - Purge WMS Staging Batches
Release Date - 6/27/16 A new program Global Setup-> Utilities-> COP Utilities-> Purge WMS Staging Batches is now available. This program will allow the user to purge WMS staging batches that are in history. The application will ask if the user would ...
Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
Release date: 6/24/16 For COP --> Reports, --> Order Status Reports, --> Print, --> Open Order report/All Items if field "1. By Item, Cat, Customer or Ship-to?" is C and field "18. Show QTYAVAILBYCOMP Attrib Info ?" is N, the Open Orders by Customer ...
Why Does the Sales Order Date Not Match the Entered Date?
Q - Under what circumstances could the order date not match the order entered date? Below is an example. To us, it looks like the entered date should be 5/25/16. See sample screen below: A - The Order Enter Date is always the system date (the date ...
Feature - Shipping Verification Item Event
Release Date - 5/19/16 A new event has been added to the Shipping Verification application. This event can be accessed from I/M-> Maintenance-> Item File Maintenance. The Event Type is SHPVERIT. This event is triggered when the Box Shipment file is ...
Feature - Transfer Qty On Order Status Reports
Release Date - 5/18/16 The purpose of this feature is to print the Transfer Quantity on the Order Status Report when printed by Item or by Product Category and printing for one location and not all locations. To support this functionality, a new ...
CPFRMMNT Customer Order Processing Invoice Form Setup
Invoice Form Setup Application Overview We are constantly striving to develop flexible and compatible business applications. The Invoice Form Setup application and Design Your Own Invoice enhance this objective, by combining Elliott's standard ...
CPSLSDSK Customer Order Processing Sales Desk
Sales Desk Application Overview Sales Desk is designed for companies who need versatile order entry functions and improved customer service. It is designed to be used by salespersons, order entry personnel and telemarketers. Sales Desk is extremely ...
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