Customer Order Processing
Feature - ACH Warning When Changing Order Terms
Release Date 4/29/16 When using the ACH Processing add-on and changing the terms on an order in order entry or order billing from an ACH term to a non-ACH term, the application will check whether there are any ACH payment records defined in the order ...
CPSETCUS Customer Order Processing Reset Customer Sales/Cost
Reset Customer Sales/Cost Application Overview This feature is a safety feature if you forget to clear your A/R accumulators at month or year-end. Running it updates the Customers Period To date and Month To Date based on information stored in the ...
CPROIMNU Customer Order Processing Recurring Order Inquiry
Recurring Order Inquiry Application Overview This function gives you fast and easy access to information about recurring orders. It is similar to Order Inquiry by Customer. It does not show the actual orders, but the recurring order templates that ...
CPRMEMNU Customer Order Processing Print RMA Acknowledgement
Print RMA Acknowledgement Application Overview This is a function of the RMA Tracking program that is designed to issue an RMA number for credits purpose. It's not designed to handle repair issues such as: defects statistic analysis, repair status ...
CPRESORD Customer Order Processing Release Held Orders
Release Held Orders Application Overview This feature is a function of the Credit Check & Release program. To run this function, the Credit Check & Release must be setup as per the Global Setup documentation. Run Instructions From the COP Menu > ...
CPRECMNU Customer Order Processing Recurring Order Processing
Recurring Order Processing Application Overview This feature allows you to set up an order as a recurring order. Based on the information entered for the recurring order, it will generate a sales order at the prescribed time interval. This can be ...
CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
Customer User-Defined Code/Year File Maintenance Application Overview This file stores posted customer invoice history for the user-defined codes in 12-month buckets. Since this file is updated when COP invoices are posted to A/R, very little ...
CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
User Defined Code/Year File Maintenance Application Overview This file stores posted invoice history for the user-defined codes in 12-month buckets. Since this file is updated when COP invoices are posted to A/R, very little maintenance is required. ...
CPR01MNT Customer Order Processing User-Defined Code Maintenance
User-Defined Code Maintenance Application Overview This feature gives you the ability to assign a “User-Defined Code” in the COP line item screen for special tracking purposes. In the Order Line Item Entry Screen, the system will prompt you to enter ...
CPQCMMNT Customer Order Processing Quotation Comment Maintenance
Quotation Comment Maintenance Application Overview Quotation comments are used in Stock Status Inquiries and Sales Desk Quotation. They are mainly for used historical sales analysis purposes to record the reasons why you don’t get a sale from a ...
CPPURSDQ Customer Order Processing Purge Sales Desk Quote
Purge Sales Desk Quote Application Overview Quotes entered in Sales Desk can be purged quickly and easily. You are asked if you wish to purge and then prompted for a cut-off date. Run Instructions COP Main Menu > Util-Setup > Purge Sales Desk Quote > ...
CPPORGSN Customer Order Processing Generate P/O Reference
Generate P/O Reference Application Overview This feature allows you to search for an order or invoice by Purchase Order Number when doing inquires by Customer or Invoice numbers in Order Inquiry and Invoice Inquiry. This is extremely useful, ...
CPPICMNU Customer Order Processing Pickup Processing
Pickup Processing Application Overview A new flag has been added to A/R Ship Via Code maintenance, Create Pickup Record. If this flag is set to “Y,” separate tracking records will be created for COP invoices posted with this Ship Via Code so the ...
CPPAYSCN Customer Order Processing Payment History Report
Payment History Report Application Overview This report presents data from the COP payment history file. You can print the report for one to five users or for all users, give starting and ending dates (the default is the system date), subtotal by ...
CPOPNSSN Customer Order Processing Open Orders by Salesman Report
Open Orders by Salesman Report Application Overview This report featuring only open orders can be used as a sales analysis auditing tool, measure productivity, and as a customer service tool. You can print the report for a single salesman or a range ...
CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
Order Serial/Lot File Maintenance Application Overview This is a utility tool to add, change, or delete serial/lot numbers when data has become corrupted or is missing. This utility should only be used after you have tried standard processing tools ...
CPISSULS Customer Order Processing Issue Serial/Lot Component Items
Issue Serial/Lot Component Items Application Overview After posting invoices to Accounts Receivable which includes a line item which is non-stocked and controlled and has a product structure which contains Serial/Lot components, a record for each one ...
CPIMPMNU Customer Order Processing Sales Order Import
Sales Order Import Application Overview The Sales Order Import module is designed to import a pre-defined ASCII file to create COP sales orders. It is intended to provide an easy way for developers to create add-on solutions for creating sales ...
CPFUTMNU Customer Order Processing Future Price File Maintenance
Future Price File Maintenance Application Overview Future Price function is used to update the price, standard cost and user-amount fields in the item master file. By using this function, the user can enter a date when the item price, cost, and ...
CPEXPMNU Customer Order Processing Sales Order Export
Sales Order Export Application Overview The export module is designed to export COP Sales Orders, Invoices and Invoice history data to a user-defined formatted ASCII file. The application can be used for EDI or any other applications that you may ...
CPCWLSCN Customer Order Processing Customer Wish List Report
Customer Wish List Report Application Overview This report lists items from the customer wish list. You can print the report for a range of salesmen, a range of customers and a range of items and only show those items in stock or all items. It can be ...
CPCWLPSN Customer Order Processing Purge Customer Wish List
Purge Customer Wish List Application Overview Maintenance functions do not exist for the Customer Wish List file. Entries can be added constantly to this file, so a purge function is needed to keep it from growing too large. A range of customers, a ...
CPCUSITM Customer Order Processing Customer Item File Maintenance
Customer Item File Maintenance Application Overview Some customers place orders using their item numbers rather than yours. Without a proper cross-referencing system, it may not be easy to understand which item the customer is referring to and could ...
CPCONMNT Customer Order Processing Contract Pricing
Contract Pricing Application Overview Contract pricing is much more convenient, flexible, and powerful way of managing pricing agreements than Price Code 1, (Customer/Item). In addition, it allows you to use Customers or Groups, and combine items and ...
CPCNLPIC Customer Order Processing Cancel Picking Ticket
Cancel Picking Ticket Application Overview This function allows you to cancel Picking Tickets for picked orders that may need to be changed, were cancelled by the customer and already picked, or for many other reasons. In addition, this program ...
CPCNLORD Customer Order Processing Cancel Order
Article Transfer Tracker Article Transfer Tracker 100% C527 Cancel Order Application Overview The program allows you to cancel open orders that have not been picked. If you need to cancel an order that has been picked, you must cancel the Pick ticket ...
CPCMSMNT Customer Order Processing Sales Commission File Maintenance
Sales Commission File Maintenance Application Overview This function will provide you with a very flexible method of defining sales commissions. With 17 different commission codes to choose from and 10 levels for break points, this function will ...
CPCDPSCN Customer Order Processing Customer Delivery Performance Report
Customer Delivery Performance Report Application Overview This report provides data about the delivery performance to your customers. You can print the report for a range of customers, for one or all customer types, for a range of items, for a range ...
CP1920 Customer Order Processing Line Item Auditing Report
Line Item Auditing Report Application Overview This application allows reporting the action types of add, change, delete, and void that have occurred in the order entry sales process. Users, supervisors, and management can use this information to ...
CP1900 Customer Order Processing Line Item Auditing Inquiry
Line Item Auditing Inquiry Application Overview This application allows inquiries into the order action types of add, change, delete, and void that have occurred in the order entry sales process. Users, supervisors, and management can use this ...
CP1800S1 Customer Order Processing Purge Line Item Audit
Purge Line Item Audit Application Overview This function will purge all history from the Line Item Audit Trail file. As with any purge process, you should ensure that you have any necessary reports for historical and record keeping purposes. Run ...
CP1725S Customer Order Processing Print Duplicate Invoice
Print Duplicate Invoice Application Overview This feature allows you to reprint invoices that have not been purged from the Invoice history File, (COP -> Util_Setup -> Purge Invoice History). The invoice will reprint as the original invoice and ...
CP1720 Customer Order Processing Invoice History Report
Invoice History Report Application Overview This function gives you access to all the necessary information to provide customer service analysis and research for posted invoices on file for customers. Additionally, you can print Duplicate Invoices to ...
CP1700 Customer Order Processing Invoice History Inquiry
Invoice History Inquiry Application Overview This function gives you fast and easy access to all the necessary information to provide customer service for posted invoices on file for a customer. It allows you to quickly access and display a customer ...
CP1600 Customer Order Processing Clear I/M & A/R Accumulators
Clear I/M & A/R Accumulators Application Overview The Clear I/M & A/R Accumulators enables you to clear accumulators from the Inventory Management and Accounts Receivable files. Normally, you would have to exit Customer Order Processing and enter ...
CP1400 Customer Order Processing Price List Report
Price List Report Application Overview The Price List Report application enables you to print out the base price and pertinent discount price information for each item within a selected range of items, product categories, and price code types. (Refer ...
CP1200 Customer Order Processing Mass Price Change
Mass Price Change Application Overview The Mass Price Change application allows you to modify the prices for a range of items. The program will request a range of item numbers, a specific product category, the percentage of increase or decrease and ...
CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
Product Cat/Loc Acct File Maintenance Application Overview This application allows you to assign sales and cost of goods sold account numbers to product categories by location. In Customer Order Processing, sales account numbers and cost of goods ...
CP01012 Customer Order Processing Newly Received Item Inquiry
Newly Received Item Inquiry Application Overview This application is a useful sales tool to see which “Key Items” have been received. A key item can be a hot or fast moving item preferred by customers and usually tracked by salesmen. As soon as these ...
CP1001 Customer Order Processing Ship-To File Maintenance
Price Code File Maintenance Application Overview The pricing system is based on price break tables. For example, you could set up a table such that when over 100 of an item are ordered, there is a 5% discount, when over 200 are ordered, there is a ...
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