Customer Order Processing
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 ...
CP0901 Customer Order Processing Price Code 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 ...
CP0800 Customer Order Processing COP Setup
Utilities Setup COP Setup Application Overview COP Setup allows you to customize the package to some degree. You will run this application once while you are converting from your former Order Processing system. You will rarely need to refer to it ...
CP0701 Customer Order Processing Fill Backorders
Fill Backorders Application Overview It is not unusual for a company to run low on stock of certain items and be required to backorder part of a customer's order. If this happens frequently enough, a large number of order remnants can accumulate on ...
CP0600 Customer Order Processing Order Status Reports
Order Status Reports Application Overview The Order Status Reports enable you to print essential information regarding the status of open and backordered orders. For purposes of this application, an open order is defined as an O type order which has ...
CP0507 Customer Order Processing Sales History Period File Maintenance
Sales History Period File Maintenance Application Overview This application allows maintenance of the Sales History Period file. This file stores the number of sales history periods, which your company has, what the current year is, what the current ...
CP0504 Customer Order Processing Sales Analysis Reports
Sales Analysis Reports Application Overview There are three Sales Analysis Reports available in Customer Order Processing. Each provides a different perspective on the company's sales. The three reports are Sales Analysis by Item, Sales Analysis by ...
CP0503 Customer Order Processing Sales History Reports
Reports Sales History Reports Application Overview There are six Sales History Reports. They are the Sales Comparison by Customer; Sales Comparison by Customer and Product; Sales Comparison by Product and Customer; Sales Comparison by Product ...
CP0300 Customer Order Processing Order Billing
Order Billing Application Overview Order Billing is an application that will be used routinely. Regardless of which billing procedure you implement you will at least print invoices. The two billing procedures and other related concepts are explained ...
CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
Print Pick/Pack Tickets & Ship Labels Application Overview Picking Tickets are documents that list all the items in the order that are eligible to be taken from stock (picked) and shipped from a particular warehouse. These items are listed in order ...
CP0502 Customer Order Processing Post/Purge Sales History Trx
Post/Purge Sales History Trx Application Overview By the end of the current accounting period, you can optionally transfer all the sales transactions from the Sales History Transaction file into the Sales History file. Sales History file is the basis ...
CP0501 Customer Order Processing Sales History Trx Processing
Sales History Trx Processing Application Overview The Sales History Trx Processing is a standard transaction entry module allowing add, change and delete/inquire functions, as well as an edit list print‑out to verify that the transactions entered are ...
CP0500 Customer Order Processing Sales History Processing
Sales History Processing Application Overview Period End Procedure After you have finished posting the month's sales history data from the Sales History Transaction file into the Sales History file using Post/Purge Sales History Trx application and ...
CP0406 Customer Order Processing Freight Calculation Inquiry
Freight Calculation Inquiry Application Overview This inquiry allows you to calculate freight charges and any variations such as UPS Red vs. UPS 2nd Day, Fed Ex vs. UPS, increase or decrease order quantities, etc., for existing orders or potential ...
CP0400V Customer Order Processing Void Invoice
Void Invoice Application Overview This enhancement allows users to void a printed invoice before it is posted to Accounts Receivable. If already posted to Accounts Receivable, you must back it out (void) with a Credit memo. Run Instructions From COP ...
CP0400M Customer Order Processing Order Inquiry
Inquiry Order Inquiry Application Overview This function gives you fast and easy access to all the necessary information to provide customer service for open or posted orders on file for a customer. It allows you to quickly access and display a ...
CP0308S1 Customer Order Processing Purge Invoice History
Purge Invoice History Application Overview This enhancement purges the invoice history file. The user can enter the invoice cutoff date for the purge to end. All invoice headers and invoice line items will be deleted. This will help make invoice ...
CP0102 Customer Order Processing Copy Order
Copy Order Application Overview Copy Order is designed for customers who do business with department stores where a typical purchase order is sent with the same contents, but shipped to hundreds of different stores. With Copy Order, you do not have ...
CP0000 Customer Order Processing Overview
Overview How To Use This Manual When most people receive a new product, they want to use it right away. Unfortunately, this is not quite possible when dealing with computer hardware and software. This manual is intended to serve as a reference guide ...
CP07S1 Customer Order Processing Backorder Audit Trail Report
Backorder Audit Trail Report Application Overview The Backorder Audit Trail Report displays transactions of the automatic and manual backorders that have been filled. If you select Backorder Audit Trail Report, a screen will display upon which ...
Feature - Add Selection Criteria to Print Duplicate Invoice Screen
Release date: 4/9/2016 In the past, when a user chose COP -> Processing -> Print Duplicate Invoice, the user could only print one invoice at a time by specifying the invoice number. This function allows the user to print a duplicate invoice copy ...
Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
Release Date - 4/8/16 The purpose of the feature is to allow the user to specify what type of production order should be created when entering a line item in Customer Order Processing. Users will also be able to specify the buffer days and lead time. ...
Feature - Show Previous Qty OH in Newly Receive Inquiry
Release Date - 3/31/16 A new column has been added to COP -> Inquiry -> Newly Received Item Inquiry. The PrevOH column shows the item's on-hand quantity at the receiving location before the receipt is processed. The information is captured when ...
How to Correct Wrong Invoice Date Once It is Posted
Q - I have an invoice on which the invoice date is incorrect. The date should be 02/16/2016, but the date appears as 02/16/15 due to typo. Is there any way to change that or will I need to issue a credit memo and re-bill? A - The Invoice Date can't ...
Feature - Order Acknowledgment Email Contacts
Release Date - 3/3/16 In Elliott, we have an existing order acknowledgement email which you can access from COP -> Processing -> Order Entry -> Print-Order-Ack -> Send Email. The purpose of the feature is to add "System Date" support to the Starting ...
Feature - Added Customer Type to Invoice Print Programs
Release Date: 3/15/2016 Added the Customer Type criteria to invoice printing screen program for the standard invoice printing program and the DYO INvoice printing program. Modified programs: CPINVPRT, XCP0106 DLM
Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
Release date 3/14/2016 Added support for Minimum Price changes in Future Price maintenance and import. Changed Global Setup for Future Price Maintenance screen to allow addition of minimum price to the process. If this flag is set to "Y," the minimum ...
Feature - Location Mask Added To Label File Name
Released Date 02/22/16 A location mask was added to the label path and file name in the EDI Profile for each customer. When UCC labels are generated for the customer, the string <LOC> will be replaced with the literal "LOC" and the two-character ...
Feature - Receive COP Transfer Order Event
'Date Released - 2/22/16 COP Transfer orders are generated when an order is entered for a customer that has the CUS_TRANSFER_FLAG = ‘Y’. If you enter an order for a transfer customer, then the order is forced to be zeros $ for the line item. It is ...
Next page