Customer Order Processing
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 ...
Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
Release Date: 2/9/16 This function allow users to use F7 function key in Invoice History Inquiry to print a duplicate invoice for the highlighted invoice. User must have the privilege to access menu item COP -> Processing -> Print Duplicate Invoice ...
Feature - Order Release Log File
Release Date - 2/9/16 This new feature will generate an entry in a CSV log file when ever an order is released from hold through COP -> Processing -> Release Held Order. The option must first be enabled through Global Setup -> COP-Ctl -> Credit Check ...
Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
Q - Please see below. It seems as though there is some disconnect with the location history table and what was sold. In the attached screen below, you can see there are two quantity sold for this item in the month of January 2016. So why does the ...
Newly Received Items Inquiry Not Showing Proper Column as Labeled
Q - We ran into something that seems off on the "Newly Received Items Inquiry." When doing the query it shows Qty-Rec, Qty-OH, and Avail. Avail is not correct. It seems as if it is just copying off of one of the other two fields. I have provided two ...
Feature - Order Release Time by Warehouse Location
Date Released - 12/16/15 Updated 1/16/19 - Added support to the Sales Desk application The latest Order Release Time can now be overridden for certain warehouse locations. This allows orders for different physical warehouse locations to be processed ...
Feature - Date Used to Determine Price When Adding Item to Existing Order
Release Date - 1/12/16 When adding a line item to an existing order, the line item unit price is normally calculated based upon the order date. Using the system date when calculating the item price is useful, especially when adding an item to an ...
Feature - Print Outstanding Transfers Through Invoice Edit List
Released Date - 01/26/16 In COP -> Reports -> Invoice History Reports -> Invoice Edit List, the program is now modified so that when the starting customer number = ending customer number, and the entered customer number is a transfer customer, the ...
How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
Q - How can we create invoices and credit memos that don't hit the Item Transaction file but do hit the I/M Distribution File (IMDISFIL)? A - Depending on your intention, there could be multiple solutions: Non-Stock Item Based on your description, ...
How to Determine Who Receives Shipping Confirmation Email
Revision Date: 05/23/23 Version: 8.2 & up Q - In Customer Order Processing (COP) -> Processing -> Pick/Pack Tickets & Ship Labels -> Print -> Shipment Email, how does Elliott determine which email address receives the shipping confirmation email with ...
Restrict User from Changing Price in COP Line Item Screen
Q - I thought that under User Global Security there is a flag you can set so the user cannot change the unit price on the Order Entry Line Item screen and just let the system assign the calculated unit price. But I can't find such a flag. Is there a ...
What Are CP3HSxxx.BTR Files? Can We Delete Them?
Q - In my Elliott DATA folders, there are many CP3HSxxx.BTR files where xxx is from 001 - 999. See sample screen below. They seem to be some kind of work files. Can we safely delete them without causing problems for Elliott? A - CP3HSxxx.BTR is ...
Received Message "Must Run COP Setup First"
Q - Elliot froze up for about 90 seconds with this message: Must run COP Set Up First After 2-3 minutes everyone could get back in. Is this something we should be concerned about? A - Someone locked the COP Setup File to cause this problem. This ...
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