Quantum VS Help: System Administration

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Number

Description

Additional Information

Price Book

001 - 017

Not Used

-

018

Quotes: VAT Inclusive Quotations

A VAT inclusive quote can be produced (layout 2). The document is headed **** Pro-forma Invoice ****.

019

Not Used

-

020

Negotiation Panel

This feature is available to aid the telesales environment and is accessed through sales order/entry and amend and enquiries. For timber products, access to the panel is only allowed in a timber merge environment.

021

Bulk Changes: Timber Stock Balances

This routine adjusts the stock balances of the "stocked" products to correspond to sales of each of the "sold" products.

022

Inter Group/Company Nominal Analysis

It is possible to flag those customers that are inter company accounts. The appropriate nominal codes must be specified on the sales nominal control record.

023

Sales Analysis: By Staff Number

This enhancement updates the market type field on the sales analysis lines file with the staff number.

024

Not Used

-

025

Forward Stock

This option enables the Forward Stock Entry (BCT8PBL0) module when selected.

026

Not Used

-

027

Incentives Analysis

Access to "code 2" on the product record is allowed.

028

Enquiries: Nett Pricing By Default

When enquiries is run, the option to display nett pricing is automatically switched on.

029

Product Status Information

Product status descriptions can be entered below the PSTA table type. By entering a product status code for the product within BCT8PBA1 the status description is displayed in enquiries and in sales order entry/amend.

030

Pack Stock Control

A facility to process stock control for timber packs.

031

Length Stock Control

A facility to process timber stock control by length.

032

Picking Lists: Suppress 'P' Types

This facility stops P type products from appearing on a picking list providing the stock ranking is not set to A (non timber merge only).

033

Department Recording

On acceptance of a sales order, the department name (specified below the STAF table type) is printed on the advice note and subsequently on the sales invoice - in place of the staff name. Department recording must be set to (Y)es on the branch record.

034

Sales Analysis by Timber Lengths

It is possible to produce sales analysis for timber products by length sold.

035

Alternative Location Stock

Within Input Counted Stock it is possible to enter a bin location and a counted quantity which is added to the primary location balance. A report is available to report upon/remove the Alternative Locations file (PB91).

036

Enquiries: Show IAC Instead of Product

In the timber summary screen within enquiries the IAC code rather than the product code is shown - the order entry point must be set to (I)ac on the Price Book control record.

037

Site (139) Document Layouts

Site (139) specific document layouts. The yard order is only produced if the timber merge flag is set to 2.

038

Not Used

-

039

Price List/Find: If Stock Record Exists

Price List: A facility to only print stocked products on both internal and external price lists (stocked means a record exists on the PB03 file). F2 toggles between all/stocked products, the default being stocked.

Find Window: As above - non-stocked products are displayed in low-light.

Stock records that are flagged as Z rank are also treated as non stocked.

040

Timber Windows: Average Length to Calculate V, L, P

Pressing F4 within the timber windows provides a pop-up panel allowing you to enter the average length and number of pieces.

041

Input Counted Stock: Count/Random Window

A facility to allow the user to input counted stock in either count group or random sequence. If random sequence is selected, you are requested to enter a product code (providing the count is in product sequence).

042

Recall Order Values

This facility is aimed at the retail outlet where goods are being returned and sold within the same transaction. On completion of the return and subsequent sale, pressing F14 provides an instant balance of monies owed.

The calculation uses the last two transactions on the terminal in question - ie sales on other tills are ignored.

043

Stock Valuation: Include m3

A prompt within the above report parameter screen allows the user to include the m3 volume and cost on the stock valuation report (BCT8PBB1 only).

044

Credit Control Authorisation

A credit control mechanism for head office/branch environments.
A series of computer generated random numbers is produced at head office and transmitted to the branches via the comms routines.

When an order is taken at the branch and the customer has exceeded his credit limit the branch has to request a valid release number from head office before the sale can be made. The HO credit controller allocates the next available release number whilst recording the details of the sale (account, order number, value).

For delivered sales the release number would be entered in the picking confirmation or assemble delivery routine - whichever is the last stage performed before the goods are delivered.

The actual sales details are captured at HO and the credit controller can monitor the differences between the sales details originally specified and those actually used when the sale was made at the branch.

045

Stock Take: Loose Stock Packs

Within the stock take routines, this feature forces the entry of counted stock in to a single loose stock pack record.

046

Pack Listing: Ignore Locations

If active, locations are ignored on the pack listing report - totals are by stock area and branch only.

047

Sales Analysis by Market Type Not Class

If active the sales analysis lines file is updated with the market type rather than the customer class. The market type description is printed on the report.

048

Selected Field Amend: Modify Price Group

When the routine is run at the branch, the only field that may been amended is the price group. Any modifications received from head office will not overwrite the price group field.

049

Cash Sales Picking Notes

When the back order release routine detects a cash sale that contains products that are on back order a picking note is generated. Note that the picking note layout is not user definable.

050

Stock Valuation: Cost Prices In Cost CM

The printed cost uses the cost calculation method.

051

Invoicing: OMR Markings

Site specific OMR markings are printed on the invoice (layout 3) that are recognised by a Neopost mailing machine.

052

Not Used

-

053

Order Entry: Cannot Change Order Type

If active, the ability to change the order type when returning to the header is denied.

054

Not Used

-

055

Delivery Confirmation: Tax Point Dates

A facility to create tax point dates on the delivery record. This date replaces the delivery date normally taken from the required by date.

A tax point date may be entered which is written to all delivery records found in the range of orders selected.

056

Quotes Enquiry: By Customer Reference

If active, the PB71 file is updated in quotation entry using the customer reference as the key.

The quotes enquiry routine can then be used to view quotes in customer reference sequence.

057

Enquiries: Actual Average Pack Costs

If active, the actual average cost of the total pack volume is displayed.

058

Stock Count List: Revised Layout

A site (147) specific stock count list.

059

Not Used

-

060

Quotes: Quotation Lapse Date

Whenever lines are copied from a quotation into an order, the lapse date on the quote is set to the system date - providing that the current lapse date has been reached.

061

Invoicing: Deferred Invoicing for Layout 5

Deferred invoicing for invoice layout 5.

062

Invoicing: Print Customer Part Numbers

Customer part numbers, when this option is set ON, are printed on Sales Invoices for layout formats 4, 5, and 6.

Customer part numbers will always be printed for layout formats 1 and 2, regardless as to the setting of this option.

Customer part numbers are always unprinted for layout formats 3, 7, and 8, regardless as to the setting of this option.

063

Not Used

-

064

Picking Lists: Print Parked

Upon parking a sales order the user may optionally print a site (073) specific picking list.

065

Invoicing: Cost Centre Analysis

During invoicing the cost centre analysis file (PB89) is updated for all deferred accounts.

066

Invoicing: Print Payment Due Date

The payment due date is printed on the invoice.

067

Enquiries: Toggle Average/Standard Pack Cost

The average/standard pack cost is displayed on the pack enquiry screen (the rules for costs access are applied). The toggle is activated by pressing Shift/F9.

068

Order Entry: Yard Tally Number

Within order entry/amend in place of the 20 character customer reference, you are prompted for a 13 character reference together with a 6 digit numeric number. The two fields are stored in the 20 character customer reference field separated by a space.

069

Order Entry: Hide Discount Prompts

Within order entry/amend the discount labels are hidden.

070

Order Entry: Accounts on Stop

When raising an order if the account is on stop (status 6 only) then a release number is prompted for. If a valid release number is prompted for the order can be progressed. (See also: PB044).

071

Print Margin: Print Margin

The profit margin is printed - the calculation is (sell price - standard cost) * 100.

072

Documents: Total Volume

The total volume is printed on picking, advice and customer acknowledgement notes (timber merge only).

073

Not Used

-

074

Re-Order Level Update and Report

Update: A routine to update the re-order level for the selected product range. The company (branch 0) PB03 stock record is used and updated.

A previous months issue number is entered as the base for the calculation. A percentage growth (can be 0) and a percentage re-order level (cannot be 0) can also be entered.

The base figure is increased by the growth percentage and the re-order level figure is calculated as a percentage of this figure.

Report: A report routine to print stock balances and purchase ordering information. The report selection criteria includes stock rank, stock controller and all or below re-order.

075

COD Tickets

A revised COD ticket layout:

1. Heading is C.O.D. ADVICE NOTE 2. Total Amount Due is printed rather than Goods Total 3. Terms & Conditions text is printed in the footer.

076

Works Orders

If active, the user is allowed to generate, update, and process Mill Orders.

077

Order Entry: Pack Selection

A revised pack selection window that displays the pack cost rather than the product sizes.

The View option will overlay a window containing the number of pieces per length alongside the pack costs.

078

Confirm Picking: Enter Despatch Date

A despatch date can be entered within confirm picking which is written to the despatch record.

079

Not Used

-

080

Enquiries: Pack Enquiry

This facility invokes option 7 on the F1 enquiry screen.

081

Display NSA in Pack Selection Window

This facility displays both the total number and volume of NSA packs.

082

Data Archiving

When the following period end/clear-down routines are run, as records are deleted they are automatically output to history files. The history files themselves are prefixed with an H (H8PB05) rather than an F (F8PB05).

The history can be viewed via a report generator or can be renamed back to live file names (in a different directory) and viewed via Esprit.

The routines and files created are:
- BCT8PB31 - Price Book period end:
- H8PB05/11/12/37
- BCT8PBK2 - Sales analysis period end:
- H8PB32
- BCT8PO27 - Purchase ordering clear down
- H8PO21/22/24/25

083

Branch Stock Replenishment

A routine to aid stock transfers.

084

Order Listing: Select Unissued Orders

The held orders prompt has been extended to allow selection of issued/unissued orders (timber merge only).

085

Invoicing: Bypass Stock Updates

When invoicing is run in a distributed environment, setting the distribution flag on the branch record forces the updates of the stock file to be bypassed.

086

Collection Note: Original Order Number

The original order number is printed on the collection note.

087

Order Listing: Total Volume On Summary

The total volume is printed on the summary order listing report.

088

Order Listing: Total Volume On Detail

The total volume is printed on the detail order listing report.

089

Stock Valuation: Count Group Sequence

The report can be produced in stock count sequence.

090

SOP: Cost Greater Than Selling

This switch controls many customer specific changes to Esprit including document format changes, margin checking in sales order entry and zero price checking.

In addition, the following features are included:

1. Stop orders where cost is greater than selling 2. Advice notes allow space for hand written delivered quantities. 3. Automatic holding of orders if the cost or selling prices are zero.

091

Equivalent Special Prices

When selling timber products, the final product sold may not be the same as the original that is quoted. During quotation entry it is possible to generate special prices.

This facility allows special prices to be created for a range of similar (or like) products at the same time.

The table type TSPL defines a series of lists which each contain a number of like products. Timber and non-timber products are supported.

The routine BCT8PBT3 is used to maintain the product lists.

When pressing F6 at the accept prompt in quotes entry, the user is prompted to additionally enter a conversion mode (as well as the review date and absolute flag):

1. Absolute conversion on volume 2. Length measure recovery 3. No measure loss recovery

A message is displayed if the special price already exists. The existing record can be optionally replaced.

092

Order Listing: Exception Report

An additional option is available to report by the following exceptions:

1. Include orders within a given margin. 2. Cost differs from current cost 3. The selling price has been changed.

The option is available in both the summary and detail report.

If any order line meets the selected criteria the complete order is printed.

093

Credit Note Tracking

A revised window is displayed when raising a collection note. Upon entry of the original order number, any previously raised credit notes (max. 5) are displayed together with their values. Only products entered on the order can be entered on the credit and the quantity and value must not exceed the order values.

Within order enquiry pressing F7 displays the credit note tracking window.

094

Enquiries: Multi Location Enquiry

An alternative multi-location stock view showing branch number and name, stock rank, no of purchase orders, free stock and weeks cover.

This view cannot be toggled with the normal view.

095

Stock Replenishment

This routine changes the stock balance (PB03-STOCK-LOC-1) to 99999.999 for any non-timber product currently on back order. The PB40 Back Orders file is also updated.

This routine (BCT8PBN5) is driven by the sales order lines file.

096

Product Distribution

Currently in a network environment all products are distributed to all branches.

This facility allows Head Office to specify which branches product records can be sent to.

The routine (BCT8PBO0) is called from Add Products and can also be run from the menus.

097

Order Entry: Direct Sales Orders

It is not possible to enter directs if:

1. Purchase Orders is set to (Y)es on the control record. 2. Creation of Purchase Orders is set to (N)o on the control record.

098

Kit Build Picking List

A kit build list is printed from both the make-up/make-down routines.

The output is directed to that set on the IO Control record.

When pricing lines on a quotation the quotation lapse date rather than the quotation entry date is used.

099

Hire Module

A hire module catering for tool hire etc.

100

Quotes Management Module

A module to enable the monitoring of quotes raised compared to quotes accepted.

101

Enquiries: Special Price Areas

At the branch only, access to customer special prices and the buying terms window is denied.

102

Order Listing: Description Changes

The report highlights (DC) any lines where the product description does not match that held on the PB02 Product file.

103

Order Listing: Orders Amended Today

When called from the menus with a toggle of MOD the report lists all orders amended between the specified date range.

104

Stock Card Module

A module to process a stock count using stock cards - primarily for timber.

105

Pack Shipping Marks

The comments entered during the entry of a pack are printed on the following documents:

Picking Note, Advice Note, Customer Acknowledgement, Quote,  Sales Invoice, Works Orders.

106

Order Entry: Amend Customer Terms

A facility to modify the customer terms (settlement discount, type and days).

107

Stock Valuation: Include Delivered/Not Delivered

An option is included to optionally include delivered/not invoiced stock balances (BCT8PBB1 only).

108

IBT Postings: Zeroise Quantities

Within the timber window into which transfer quantities are specified pressing F4 clears the default quantities and positions the cursor at the first available field.

109

Order Entry: Default Order/Required By Docs

The order and required by dates default to that of the previous order.

110

Special Price Deletion

A routine (BCT8PBI0) to delete a specified range of all types of special price records.

111

Sales Analysis: Inter Groups

Within invoicing the sales analysis is not updated with customer account type 6 detail.

112

Site (183) Specific Collection Note

A site (183) specific collection note.

113

Period End: Use Required By Date

When deleting sales orders the required by date rather than the order date is tested upon.

114

Matrix Exceptions

All matrix exception special prices (type 6) are treated as absolute unless this facility is invoked - in which case, best pricing applies.

115

Invoice Level Discounts

Allows user defined discounts to be printed on invoices as part of the lump sum feature.

Presentation type 5 allows the user to include on the order/invoice the actual description and discount entered. The default description is taken from the second line of table file description for the product group. When pricing lines on a quotation the quotation lapse date rather than the quotation entry date is used.

116

Text Windows Not Help Windows

Text windows are displayed when a help call is made rather than invoking C-Thru help at specific prompts within SOP.

117

Enquiries: Ab-dial

A facility to map enquiry screens to specific key strokes.

118

Enquiries: Hidden Price Bands

A facility to restrict the viewing of the selling price bands. The band is specified at user level on the User Name record.

If the band is set to 5 the bands 6-12 are not displayed.

119

Directs and Haulage

On acceptance of an F3 in sales order entry a prompt is displayed that allows you to specify if the manual line appears on the sales order only, the purchase order only or both. If sales order only is selected the manual line is not copied to the purchase order. If purchase order only is selected the manual line is written to the sales order with a zero file and is flagged not to be printed.

An estimated third party haulage amount and haulier account can be entered which can subsequently be revised with the actual amount via PIR. The routine BCT8PBN2 allows you to report upon actual v. estimated haulage.

When processing the hauliers invoice in PIR the (A)dd option allows you to enter the original purchase order for subsequent reporting (via a report generator).

120

Period End: Only Delete Head Office Orders

It is possible to only delete head office orders up to a specified date. Head office orders are identified by using the head office branch number held on the PB01 Control record.

121

Stock Receipts: Default Normal Supplier

Upon selection a product the normal supplier is used as the default supplier.

122

Extra Comms Extract Records

Extra comms records are transmitted to head office which are subsequently processed by a bespoke routine.

123

Input Counted Stock: VLP On Audit

Volume, length and pieces are printed on the audit trail.

124

Timber Processing: Enter Total Quantity

By default a total timber quantity is entered rather than tally information. By pressing F2 tallies can be specified.

125

Order Listing: Customer Order Number

The customer order number is printed on the same line as the second customer address line.

126

Supplier Returns

If collection notes are automatically confirmed, the user has the option to return the goods to the supplier, which will generate a Supplier Return.

Please refer to the documentation provided by the Technical Publications department.

127

Invoicing: Do Not Print Branch Address

The branch address is not printed on sales invoices (formats 3,4,5 and 7).

128

Site (189) Specific Document Layouts

Site (189) specific advice/picking document layouts.

129

Cash Sale Invoice Layout

For layout 1 the following is printed: Order date; Required by date; Staff name.

130

Percentage Based Length Surcharges

Length surcharges are percentage based rather than value based. To identify a percentage based calculation a zero should be entered in the calculation method within the length surcharge maintenance routine.

131

Credit Authorisation: Delivered Sales

A release number is prompted for at point of sale for delivered sales. This is for those users who do not run the picking or assemble deliveries routines.

132

Tally Information on Stock Transaction

Tally details for timber updates are recorded on the PB83 file and can be viewed in enquiries (indicated by an *).

133

Sales Analysis: By Pricing Method

The PBA0 file records sales analysis by pricing method. It is updated by the sales analysis period end routine.

The type of sale is:
1 = Collected 2 = Delivered 3 = Direct 4 = Cash Payment Collected 5 = Cash Payment Delivered 6 = Cash Payment Direct
The pricing method is:
1-12 = Price band 20 = Manual or lump sum line 30 = Promotional price 40 = Special price 90 = Special product

A report generator can be used to view the file.

134

COD Cancellation

Only users with supervisor privilege can delete a recalled COD order.

135

Order Enquiry: First/Last Options

First/last options are available on the summary screen.

136

Order Enquiry: Show Costs/Margins

It is possible to view costs and margins (sales - cost)/sales * 100). The user must have costs access and the PB01 Control record show margins flag must be set.

137

Order Entry: Pack Comments

Pack comments can be viewed at time of order entry and also within order enquiry.

138

Order Enquiry: Invoice Number Sequence

It is possible to sequence the display by invoice number.

139

Label Picking Notes as Advice Notes

Delivered sale picking notes are labelled as advice notes.

140

Sales Analysis: By Alternate GPM

Invoicing updates both the standard and average cost to the sales analysis line file. The sales analysis report allows either cost to be reported upon.

141

Back Orders: Release Using Required By Date

Back orders are release in required by date sequence, not order date sequence. When pricing lines on a quotation the quotation lapse date rather than the quotation entry date is used.

142

Metric and Imperial Size Display

A facility to show metric/imperial sizes in the timber alternative display within enquiries.

143

PI Enhancements

The recall reference is now accepted and validated first. A prompt is available to specify the maximum number of records.

A PB39 record is created even if the print option selected is 1 and this record may be subsequently recalled and either activated or cancelled. Each product within the list cannot be accessed by any other inventory.

The PB03-STOCK-ON-FILE field is now set to zero rather than the free stock if the free stock figure is negative. A Page On Change Of Group prompt is included which allows for an optional page throw upon change of stock count group.

144

Alternative Products

Alternative products can be accessed whether there is a stock shortage or not. The alternative words can be set up as actual product codes which can then be selected as a direct alternative.

145

Invoice Allocation Sequence

Within selective invoice update only orders for the current terminal branch are processed. Invoice numbers are allocated in account number sequence.

146

Do Not Print Cancelled Lines

Cancelled lines are not printed on picking notes, advice notes and acknowledgements.

147

Fast Access Super Index/Pricing

A flag on the PB01 Control record controls the extended shopping list A facility to release back orders in required date sequence.

148

Reduced Comms Traffic

A reduced comms file containing stock balances is transferred from branch to head office.

149

Site Specific Document Layouts

Site (189) specific document layouts.

150

Disable F12 Override Description

The F12 facility to override the product description is disabled within sales order entry and sales order amend.

151

Allocate Purchase Order Number

The purchase order number is allocated and displayed before a supplier is selected for a direct sales order.

152

Site Specific Document Layouts

Site (184) specific document layouts.

153

Special Price Tiering

One Tier Specials: Enables the entry of Y in the BCT8PB59 (Price Book Control) One Tier Specials Field. Processes F6SL06nn into a different sequence and stores the result in the F8PBA3nn file. Esprit Pricing (BCT8PBE8) uses the F8PBA3nn file in place of the F8PB06nn file.

154

Not Used

-

155

Pack Costs Override

A value of S for the pack costs flag held on the control record signifies that pack costs are to be used for stock and valuation purposes only.

156

Quantity Breaks in List Band CM

Quantity breaks are assumed to be linked to the list price band calculation method.

157

High Value Order Warning

If the total order value exceeds the value specified on the control record a warning message is displayed within sales order entry/amend.

158

Kit Processing Enhancements

Additional kits processing specific to presentation type 2.

159

Credit Card Details

A facility to enable the entry of a credit card number and expiry date on a cash sale order when the payment type is between 2 and 8. The details are printed on the site (183) specific cash sale document.

160

Remove Product Description Suppression

A facility to remove the suppression of duplicate product descriptions on cash sale and other documents.

161

Price Using Quote Lapse Date

When pricing lines on a quotation the quotation lapse date rather than the quotation entry date is used.

162

Deny Location Transfer if Quote Active

It is not possible to process a location transfer on those products that are flagged as stock count active.

163

Refund Text on Till Receipt

The text REFUND is printed on the top and bottom of the till receipt for cash sale refunds.

164

Completion Date on Pack Receipts

It is possible to enter a completion date within works order entry that is used as the pack creation date and the stock transaction date. A non-zero completion date is displayed within works order enquiries.

165

Works Orders and Stock Count Active

It is not possible to issue or complete a works order if any of the lines are part of a stock take. Additionally, products that are part of a stock take cannot be placed on a works order.

166

Location Transfers and Pack Amendment

It is possible to amend the pack details held on an order line within location transfers.

Within the Pack Selection window it is possible to selected both allocated and reserved packs.

167

Apply Cost Price Changes To Orders

A facility within the Price Change routines to apply cost price changes to order lines. Manually priced lines are not affected.

168

Do Not Hold Collect Now Orders

Collect now orders are not put on hold status within a timber merge environment.

169

Cost Presentation in Enquiries

A flag specified on the control record affects the presentation of costs within enquiries.

The presentation rules are:
[A] = Average cost [B] = Buying cost (base cost + on/off disc + settlement [I] = Base cost + on invoice [N] = Base cost + on invoice + settlement [S] = Standard cost

170

Clear Delivery Address

By pressing Shift/F1 at the delivery address within order entry the defaulted delivery address details are reset to spaces.

By pressing Shift/F2 at the delivery address within order entry the defaulted delivery address details are reset to spaces except for the first line containing the name and the cursor is placed on the first character of the second line.

171

Not Used

-

172

Timber Waste Percentages

A facility to support waste percentages for timber defined at product level.

173

Timber Width Surcharges

A facility to support width surcharges for timber defined at product level.

174

Trade Cash Text

A facility to optionally print the text "Trade Cash" on the cash sale invoice.

175

Cash Sale Invoice Message Text

The cash sale invoice message text is always printed even if a subsequent page is thrown as a result.

176

Site Specific Documents Layouts

Site (189) specific document layouts.

177

Name and Address on Till Receipt

The customer name and address (as held on the customer record) is printed on a till receipt for a credit account customer paying by cash.

178

Output Lines for Picking Notes

Within a timber merge environment the output line for picking notes as opposed to delivery notes is used when printing a ticket.

179

Multiple Picking Zones

A facility to produce multiple picking notes for a batch of orders based upon the picking zone.

180

Load Processing

A facility to process batches of sales orders in loads.

181

Don't Cancel Super Index

-

182

Multi-width Line Pricing

When entering lines in a multi width group any price alterations made to the first line will be carried forward to all lines within the group.

183

Order Type Text on Invoice

The order type text collected, delivered or direct is printed on the sales invoice (layout 4).

184

Not Used

-

185

Pack Location Branch Transfers

A facility to transfer timber packs between branches (centralised machines only).

186

Site Specific Document Layouts

Site (040) specific document layouts.

187

Distribute Stock Records

A facility to distribute stock records to the branches (within BCT8PBE0).

The routine does not normally distribute stock records to the branches to ensure that stock records initially created at the branch are not overwritten.

188

Invoicing: Contract Accounts

A facility to update contract account customer balances.

189

Stock Transaction Built With System Date

The system date is used when building the primary key to the PB05 Stock Transactions file.

190

Amending Orders For Accounts On Stop

A facility to enable the amendment of sales orders for those customers that are flagged as on stop.

191

Departmental Analysis

A department number can be specified on the User Names file along with an override Y/N flag.

If the override flag is active it is possible to amend the default department number within sales order entry (incorporated within the staff id).

The department number is subsequently used within sales analysis.

192

Mixed Delivered/Direct Lines on an Order

A facility to mix delivered and direct lines on the same sales order.

193

Optionally Create Stock Record

Within sales order entry if the entered product code does not exist at this branch or the stock rank is Z a warning is displayed and an Accept? prompt is displayed. A stock record is only created if Yes is entered as a response.

194

Negative Stock Report: Use PB03 Count Group

The report body includes the value of the PB03 count group rather than the PB02 count group.

195

Invoicing: EDI Interface

A facility to transmit sales invoices via EDI.

196

Order Listing: Include Text Lines

A facility to include text lines on an outstanding orders list.

197

Deposits At Branch

A facility to transmit sales ledger open items raised at the branch to head office where the central sales ledger is located.

An audit trail is available totalling the deposits transmitted from each branch.

198

Sales Invoice: Delivery Details

On a sales invoice (layouts 3,4,5,7) if the delivery address is the same as the customer address the text "collected" or "Direct Delivery" is printed as required.

199

Stock Variance: Statistics Update Flag

For timber products it is possible to report the quantity in the unit relating to the statistics update flag unit (volume, length or pieces).

200

Additional Branch Stock Processing

Site (133) specific branch stock processing.

201

Enquiries: Loose Stock Pack Volumes

Loose stock pack volumes are included in the total pack volume calculations.

202

Invoicing: Bypass Stock Updates

Within invoicing (when run at head office) all stock updates are bypassed because the stock updates have already been performed by site specific (133) routines.

203

Not Used

-

204

Pack Enquiry/Pack Trigger Files

If active the PBB2 Pack Enquiry file and the PBB3 Pack Trigger file are updated.

205

Stock Count List: Tally Boxes

If active, the routine prints tally boxes for all timber tally products.

206

Enquiries: Override PB10 - Costs Flag

If active, the PB10-COSTS-YN flag is always defaulted to (Y)es even if the on file value is (N)o.

207

Deposits: Allow Deposits on CODs

It is possible to recall a COD and at the payment method press F2 to enter a deposit against the COD.

208

Order Amend: High Margin Checking

When releasing orders in a timber merge environment margin checking is applied and the order is not released if any line exceeds the product high margin value.

209

Stock Receipts: Ignore Stock Count Active

The stock count active test is not activated.

210

Quotes: Site (157) Specific Layout

A site (157) specific quote layout based upon layout number 1.

211

Quote Requests: SOP Interface

If active, quotes entry is preceded by quote request entry. Job descriptions are held on the table file under the table type QJOB.

212

Find Window: Show IAC Or Section/Order

The window is increased in width to accommodate the display of the section/order code or IAC code for alternate sequences.

213

Credit Notes: Copy Original Order Prices

If the original order number is specified when raising a credit note the copy function allows the user to copy the order lines as manually priced and match the prices exactly if "Copy Prices" is selected.

214

Credit Notes: Place on Hold

Account Customer Credit Notes shall be automatically placed on hold as they are raised. This allows prices to be reviewed prior to the Credit Note being passed. Price Adjustment Credit Notes are NOT specifically placed on hold by this option.

Regardless of the setting of this option: Price Adjustment Account Customer Credit Notes will ONLY be automatically placed on hold if the Pricebook Control "Hold Price Adj" field is set to "Y".

Options:

- 8PB341 will hold Account Customer Credit Notes as they are confirmed.
- 8PB459 is an enhanced Account Customer Credit Note hold option that occurs when they are confirmed.
- 8PB625 will hold Cash Sale Credit Notes.

215

CODs: Processing Restrictions

If active it is not possible to delete a recalled COD and it is also not possible to accept a zero value recalled COD.

216

SOP: Stock Warning Messages

Stock warning messages are displayed in order entry/amend if the free stock is below the ordered quantity and the stock level flag is "A". This Product Option when active will supersede 8PB437 for the above scenario.

217

Timber: Amend Treatment Costs

If active it is possible to modify the cost price of treatment lines.

218

Quotes: Reduced Headings (Layouts 2 and 3)

A reduced heading is printed on the second and subsequent pages of quotes (layouts 2 and 3).

219

Invoicing: Site Addresses

The site address is printed on the invoice if the site-invoice flag on the customer record is active.

220

Order Listings: Additional Selection Criteria

When limiting by type, a product or section/order code range may be specified as extra search criteria.

221

Order Amend: Delivery Note Reprints

It is possible to reprint cash sale delivery notes using function key F5 at the header screen.

222

Timber: 5dp Linear Pricing

Linear pricing to an accuracy of 5dp is supported for 10m (82), 100m (83), 10ft (92), 100ft (93), 10m2 (72), and 10ft2 (77). Both mtr (81) and feet (91) are not supported by this enhancement.

223

SOP: Specials to Head Office

Special products created at the branch in sales order entry are transmitted via the comms routines to head office.

224

Hire Module: Additional Functionality

As above - contact BCT for further information. Also, this option allows you to print Repair Invoices.

225

Pricing: Equal to Quantity Breaks

Quantity breaks are activated when the quantity is equal.

226

Order Amend: Collected Now Orders

If active it is not possible to amend invoiced, collected now orders.

227

Advice Notes: Print List Price

If the Priced Note flag on the customer record is set to "Y", the list price is printed on the site (183) advice note layout.

228

Comms: Product Cost Details

Branch product cost details are updated from the FPC0 transmission file sent from head office.

229

Order Listings: Invoiced Price Adjustments

When reporting upon completed orders, it is possible to identify those price adjustment credit notes that have/have not yet been invoiced.

230

Bonus Points: Site (183) Specific Functionality

-

231

Pricing: Enquiries Using Selling Unit of 1

Enquiry pricing defaults the minimum sell unit to 1 instead of using the control record divisor of the calculation method.

232

Works Orders: Site (220) Specific Layout

A site (220) specific works order note consolidating works orders that are linked to the same sales order.

233

Stock Issues: Non-Mandatory Field Entry

The following fields are not mandatory: customer reference; sales value; settlement discount; cost.

234

SOP: Linked Products

Refer to the Help Desk for further information.

235

Quotes: No Blank Lines on Layout 3

Blank lines between product lines are not printed (layout 3).

236

Picking: Call Confirm Picking From Order Entry

It is possible to invoke confirm picking from order entry by pressing Shift/F8 at the account code.

237

Despatch Notes: Print Despatch Date

-

238

Not Used

-

239

Back Order Release

Back Order Release: Company Wide Balance.

240

Stock Count List: Recall PI Reference

At the branch the routine only allows access to PI references that have already been created at head office (menu toggle of REC is required).

241

Stock Replenishment: Other Branch Stock

When processing allocations it is possible to press F8 at the branch prompt to change the current branch.

242

Works Orders: Print on Entry

The works order document is printed at time of entry.

243

Works Orders: Print on Issue

The works order document is printed at time of issue.

244

Works Orders: Print on Receipt

The works order document is printed at time of receipt.

245

Works Orders: Print on Amend

The works order document is printed at time of amendment.

246

Order Entry: Accept Y/N/Fkey Text

If active the order line prompt "Accept? Y/N" and "Accept Order? Y/N" prompt are suffixed by "/Fkey".

247

Site Specific Document Layouts

The branch short name is printed in between the despatch date and the invoice date (layout 4).

248

Stock Transactions: Store Site Code Not Branch Code

The PB05-REF-4 field held on the Stock Transactions file (issues transactions only) is updated with the site code (derived from the sales order header) rather than the branch code in the following routines: BCT8PBG7 - Invoicing; BCT8PBH6 - Margin Adjustments.

249

Credits: Do Not Age As Per Original Invoice

When raising a credit note and matching it to an original invoice the credit note does not take the age of the original invoice.

250

Directs: Include Contract Benefit

The contract benefit is included in the cost price on direct purchase orders.

251

Invoicing: Deferred Invoicing (Layout 2)

Site (133) specific deferred invoicing for layout 2.

252

Order Amend: Suppress Automatic Document Printing

Automatic document printing is suppressed.

253

Advice Notes: A Site (104) Specific Layout

-

254

Advice Notes: Include Bin Location

The bin location is included within a timber merge environment (delivery note layout 2).

255

Enquiries: Display Full Stock Window

The full stock window (accessed by the space bar) is shown for the F1/2, F1/3 and F1/4 screens.

256

Picking and Delivery: Override Account Warnings

When active, exceeded credit limit warnings can be overridden in both confirm picking and assemble delivery by a user that is not flagged as a supervisor. The user will no longer be required to enter a release number.

257

Product Distribution: Use PB16 Branch File

If active, the PB16 Branch file is accessed rather than the OF17 Table file. This option would normally be used if Esprit trading branches are held on the PB16 Branch file while non Esprit branches are defined on the OF17 Table file.

258

Stock Replenishments: Zonal Picking Handling

Zonal picking notes are produced based upon the picking zone specified on the stock record.

259

Negative Picking Handling

When an order is amended the appropriate unconfirmed picking note is updated to prevent the production of additional negative picking notes.

260

SOP: Manual Lines in the Range 0001-9999

Product groups for manual lines can be in the range 0001 to 9999.

261

Invoicing: A Site (183) Specific Invoice

-

262

Document Printing: Disable Lowest/Highest

If active, a value must be entered at the from field in a from/to range.

263

Update O/S Order Value: Ignore Home Branch

The customers home branch is ignored when updating the on-order balance. Normally BCT8PBD9 processes those customers whose home branch is the same as the terminal branch.

264

Order Entry: Parked Picking Lists

A 'timber merge' picking list is printed for a parked order in a non-timber merge environment.

265

Not Used

-

266

Picking Notes: Print The Delivery Address

The delivery address is printed on a collected sales picking note (layout 4).

267

Invoices: Print Home Branch Not Order Branch

If the company number has a value of 10 the customers home branch details are printed on the invoice rather than the order branch details.

268

Order Amend: Retain Status On Cancelled Invoice Or

When cancelling an order that has been invoiced the order status is not changed to 'cancelled'.

269

Works Orders: Print Tally Source For Lines For Pack STO

-

270

Picking Lists: Do Not Print For Parked Orders

In a timber merge environment a picking list is not printed when a sales order is parked.

271

Order Amend: Set Required By Date

When releasing an order in a timber merge environment the order required by date is set to the system date.

272

Advice Notes: Do Not Print

Advice notes are not printed automatically or via the F5 option if any connected works order has an unissued source item.

273

Works Orders: Works Order Required

If the works order required flag is active on the product record a works order is created in background when the product is used within sales order entry.

274

Back Order Processing: Releasing Orders

Sales orders are automatically placed on hold if product lines can't be completely satisfied by the available free stock. In this instance a picking list is not produced.

The Back Order Release routine releases held orders that are completely satisfied by the back order stock receipts and a picking note is printed.

Order amend prints picking notes for orders that are released but are not completely satisfied. This allows orders to be part delivered.

275

Timber: Default Total Pieces

The total number of pieces is defaulted to the total length divided by 12 for imperial lengths or 4 for metric lengths. The Pieces Y/N flag on the control record must be set.

276

Order Enquiries: More Views

Additional order line screens accessed from the shift/f4/f5/f6/f7 views.

277

Credit Notes: Print Original Order Number

The original Order number is printed on the credit note where applicable (layout 4).

278

Invoices: Print a Remittance Portion

A site (218) specific layout (based on layout 6) whereby a remittance portion is printed at the bottom of the invoice.

279

Stock Adjustments: Default Values

The reference and reason code fields are defaulted to that of the last entry.

280

Stock Adjustments: Specify Date

A transaction can be entered that is used instead of the system date to update the PB05 Transaction record.

281

Invoices: Site (183) Specific Layout - OMR Marks

OMR markings are printed on the site (183) specific layout.

282

Free Stock Checking: At Company Level

Free stock checking for both non-timber and timber products is based upon the company free stock figure.

283

Order Amend: Line Amendment by Supervisors

Within order amend only those users flagged as being supervisors are able to amend lines on a collect-now order.

284

Confirm Picking: Releasing Back Orders

The routine prompts "Release Back Orders Y/N" after a picking note has been completely confirmed where it's associated order contains one or more back orders. This option can also be automated (see 8PB285).

285

Confirm Picking: Automatic Back Order Release

The routine automatically releases back orders after a picking note has been completely confirmed where it's associated order contains one or more back orders. This option can also be a manual procedure (see 8PB284).

286

Stock Takes: Site (133) Specific Functionality

As above. The routines are sequenced by the PBC6 file.

287

Invoicing: Specify Tax Point Date

On the invoice parameter screen a tax point date can be specified that overrides the invoice date. This date is used within the invoicing routine.

288

Order Entry: Stopped Accounts Can Pay Cash

When an "on stop" credit account is selected F5 is enabled to force the transaction to be completed as a cash sale.

289

Confirm Picking: Negative Picking Warning

A warning prompt "Negative Note - Continue? Y/N" is displayed when a negative picking note is entered.

290

Quotes: Retain Costs When Copying to Orders

Cost prices are retained from the original quote lines when copying a quote to an order.

291

Special Products: Update Product When Amending

The product record is updated to reflect the changes (description, price and cost) when amending a "special" order line, in either Order Entry or Order Amend.

292

Deposits: 'Not An Invoice' Warning Message

On deposits the message "Warning - This is not a VAT invoice" is printed.

293

Quotes: Site (125) Specific Layout

A site specific layout based upon layout 3. The line quantity and total is not printed and a quote total is not printed.

294

Advice Notes: Site (128) Specific Layout

As above. Trailer text is now printed on picking layout 1 and not on the advice note. Various layout changes to layout type 1.

295

Enquiries: Hide Zero Free Stock Products

For all products a new option, F12/8 is available to exclude zero free stock products on the F1/1 and F1/6 screens.

296

Delivery Notes: Site Specific Layout

As above. Trailer text and the "Accepted By" line are printed at the foot of the page.

297

Order Entry: Sell An Existing Special

When an existing special (z-prefix) product is entered, the warning message "This is a special - continue?" is displayed.

298

Period End: Don't Delete Holding Branch Transaction

IBT "in" transactions for the holding branch are not deleted. These transactions are matched to the resultant IBT "out" transaction when an IBT is confirmed as received.

299

Quotes and Acknowledgements: Print Nett Price

The nett price rather than selling price 1 is printed on the acknowledgement (layout 4) and the quote (layout 3).

300

Comms: Do Not Update PN59 File During Stock Take

As above. The count list and input counted stock routines do not update the PB59 comms trigger file.

301

Not Used

-

302

Not Used

-

303

Not Used

-

304

Not Used

-

305

Comms: Site 128 Product Distribution

Site 128 specific product distribution routines whereby stock records are distributed from head office when created for a branch.

306

SOP: Site (192) Specific Layouts

Site (192) specific SOP document layouts to include the total weight.

307

SOP: Site (192) Specific Layouts

Site (192) specific SOP document layouts to include the number of pieces for each timber line.

308

Invoicing: SOP: Site (187) Specific Layout

A site (187) specific invoice layout incorporating OMR marks for mail merging.

309

Confirm Picking: Account Warning Override

Function key F3 is no longer required to override the account warning.

310

Order Amend: Override Restrictions

The restrictions invoked by the SEL menu toggle do not apply to those users with supervisor privilege.

311

CODs: Recalling And Amending Lines Restriction

Order entry denies modification of lines on recalled COD's unless the user is flagged as a supervisor.

312

SOP: Enhanced Release Number Processing

Release numbers are requested when an account is on stop. Release numbers are not prompted for in confirm picking, assemble deliveries or the amend delivery date routine (BCT8PBG4).

Release numbers are requested when a picking note is printed for an order without a release number for an account on stop.

313

Not Used

-

314

Stock Control: 26 Stock Periods

A site (219) specific facility whereby stock issues are recorded over 26 two-week stock periods rather than 12 monthly periods.

315

Sales Analysis: Use Proper Special Product Code

The normal special product code is used to update the PB90 and PBA0 sales analysis files for CQ reporting purposes.

Normally the product code held on these files is the product group & the text "special" ie: "1210special".

316

Add Products: Price Generation

The routine sets selling price 1 to the base cost. It also sets selling price 2 to the base cost plus a configurable uplift percentage of the base price. The uplift percentage is obtained from the Table File under the entry of "UPL" index 0001.

This functionality also exists within Fast Add Products.

317

Order Listings: Sleep Shell Call

For performance tuning purposes it is possible to invoke a shell script which forces the routine to sleep for a specified time period. The sleep period (in seconds) is specified in the shell script BCT6OF48.she.

Discuss the implementation of this feature with your Project Manager.

318

Picking Notes: Timber Merge Style

In a non timber merge environment the site (139) timber merge specific layout is available.

319

SOP: Telesales Interface

-

320

Picking Notes: Site (183) Specific Layout

A site (183) specific picking note based upon layout 8. The picking list layout number held on the Price Book control record must be set to 3.

321

Split Packs: Auto Pack Numbering

When processing split packs the routine BCT8PBT7 now automatically assigns a pack number against a newly created split pack where the branch has set automatic or semi-automatic pack numbering.

322

Confirm Picking: Amend Product Descriptions

By pressing F12 at the Accept prompt the three lines of product description can be modified (in this case to store a mill tally ref). The revised descriptions held on the order line are printed on the delivery note.

323

Average Costs: Exclude DNI Figure

The Delivered Not Invoiced quantity is excluded from the actual average pack cost calculation.

324

Average Costs: Handling Negative Free Stock

When making a stock receipt (via IBT's, goods-in, stock receipts or works orders) negative free stock balances are included in the average cost calculation.

325

Quotes: Print Staff Name On Layout 0

The staff name is printed below the account details on quote layout 0.

326

Works Orders: Use Average Cost

Works orders always use average cost.

327

Stock Control: Obsolete Stock Processing

A site (219) specific facility whereby stocked products can be flagged as being obsolete. Such products are identified as being obsolete because the product code is prefixed with @. Various processing restrictions are applied to these obsolete products.

328

SOP: Deny Access To Staff Number

When unparking or recalling an order it is not possible to amend the staff number. This feature is relevant if commission on sales is paid to individual staff members.

329

Order Entry: Toggle Quote Warning Window

If this option is active the Shift/F7 function to turn the quote warning window on/off is defaulted to off.

330

Stock Takes: Send Variance File To Head Office

A sequential file FPA8 is transmitted to head office from a stock variance update. The fields on each record are:

Product Code, Product Description x 2, Counted Quantity, Counted VLP for Timber, Average Cost Price, Stock Value at Average Cost.

331

SOP: Site 219 Specific Order Amend Facilities

In the site 219 specific SOP environment sales orders for accounts 'on stop' may be amended.

332

Product Fast Add: Retain Selected Fields

Selected fields remain selected until they are manually deselected. A new (Q)uit option is included to exit the routine when fields are still selected.

333

Enquiries: Include AITZ Types By Default

A, I, T, Z record types are included by default within enquiries. They can be excluded by using option 4 within the F12 window.

334

Don't Use Zones In Picking

-

335

Advice Notes: Site 232 Layout

A site 232 specific advice note layout 7 for delivered and collected sales.

336

Period End: Delete Negative Specials

Special products that do not contain a positive balance are deleted by the period end routine.

337

Pack Cost Breakdown

The software for this feature is supplied free of charge, however, there may be additional training requirements and/or implementation services before implementing this feature. Please contact the Help Desk for further assistance.

338

Movement Report Layouts

When this option is activated additional stock details are reported for each order line, including:

Qty's Ordered, Picked, Despatched, Invoiced & Back Ordered, along with details of each Picking & Despatch sequence.

The option is only available on Internal reports, and only if the reporting of stock movements is not limited by the parameters entered.

339

Stock Control: Multi-bin Location Processing

A site 169 specific multi-bin location stock facility based upon test certificate processing.

The software for this feature is supplied free of charge, however, there may be additional training requirements and/or implementation services before implementing this feature.

Please contact your Project Manager or the Help Desk for further assistance.

340

SOP: Margin By Line Display

If active, sales order entry, sales order amend and sales order enquiry display the order line margin %.

In addition, chevrons ">>" are displayed if there are more order lines than the lines currently displayed.

341

Credits: Auto Hold Credit Notes

Account Customer Credit Notes shall be automatically placed on hold as they are confirmed. This allows prices to be reviewed prior to the Credit Note being passed. Price Adjustment Credit Notes are NOT specifically placed on hold by this option.

Note: Regardless of the setting of this option: Price Adjustment Account Customer Credit Notes will ONLY be automatically placed on hold when they are raised, if the Pricebook Control "Hold Price Adj" field is set to "Y".

Options:
- 8PB214 will hold Account Customer Credit Notes as they are raised.
- 8PB459 is an enhanced Account Customer Credit Note hold option that occurs when they are confirmed.
- 8PB625 will hold Cash Sale Credit Notes.

342

Not Used

-

343

Delivery Confirmation: Print An Invoice

When an order is confirmed as despatched an invoice is automatically generated and printed. Invoicing stages 1 & 2 need to be subsequently run to produce an invoice register and to update the sales ledger.

As this functionality is only applicable for particular environments you should discuss this option further with your Project Manager before it is implemented.

344

CODs: Line Amendment Restrictions

Amending COD's is prevented; it is not possible to add, modify or delete lines. A new (restricted) option line is presented when a recalled COD is being processed.

345

Invoicing: A Site 081 Layout

A site (081) specific invoice layout.

346

Stock Take: Report Sequence and Variance Checking

The count list and variance report conform to a site (183) specific layout. Within the input counted stock routine it is possible to specify a variance value. If the calculated loss/gain exceeds this variance a warning message is displayed.

347

Site 227 Document Layouts

-

348

Credits: Branch Selection at Confirmation

Confirm Collections allows branch selection.

349

Site 219 Document Layouts

Site (219) specific document layouts.

350

History of Unapplied Price Changes

A new file (F8PBE2) is updated by the following routines:

BCT8PB16 - Automatic Price Changes BCT8PB17 - Semi Automatic Price Changes BCT8PB19 - Manual Price Changes BCT8PB20 - Promotional Price Changes

By pressing F14 at the product code prompt the routine BCT8PB0T is invoked to allow enquiries on the file. The enquiry window display the following fields:

Sell Price 1 Sell price 2 Sell price 3 Sell price 4 Sell price 5 Buying Cost (Base price less above the line discounts).

At the time of entering the price change the record for each affected product would be updated with the prices following the price update i.e. the new prices. Only Price updates that change any of this information would cause a record to be written to the file. Special prices or changes to the discounts 1 and 2 do not cause records to be written. Records are only be created at head office. Promotional price changes create two records; one for when the promotional price is applied and one when the standard pricing is reapplied at the end of the promotion.

If no record exists on the file then the current information is shown, the date and time being replaced with the word "Current".
The F8PBE2 is maintained by the price book period end routine.

When creating forward prices the following test is applied:

When the user enters a forward price for a specific product if a non applied forward price already exists a warning message is displayed.

If a range is entered and any product in that range already has a forward price record the warning is displayed.

If more than one hit is found (especially possible for product ranges) all must be identified in the warning.

See also: 8PB376

351

Promotional Price Changes Via Semi-Automatic

Processing ranges of promotional price changes can be processed by using the semi-automatic price change routine.

352

SOP: Fuel VAT Processing

Fuel VAT processing. Please contact your Project Manager or the Help Desk for further assistance.

353

SOP: Contract Paint Pricing

Contract paint pricing processing. Contact your Project Manager or the Help Desk for further assistance.

354

SOP: Selling Units of Measure

A mechanism for selling non-timber items such as tiles in various units of measure (by the box, square yard, each).

355

Stock Adjustments: Reason Narrative

If active, it is possible to enter 60 characters of free text against a stock transaction. This text is stored on the PB83 Extra Stock Trans file and can be viewed using a report generator etc.

356

Streamlined Delivery Confirmation

Various modifications within Delivery Confirmation:

1) The despatch note is prompted for on entry to the routine. 2) Confirmed deliveries may be reversed. This requires the input of a valid password. 3) The function key calls 'Sales Order Amend'. 4) The function key calls process exceptions. 5) The function key allows haulage details to be entered. 6) The  function key allows the despatch date to be changed.

357

Stock Receipts: Store System Date

The system date is stored on the PB05 Stock Transaction record in the delivery date field. The value can subsequently be used to audit stock receipts by both manual date of receipt and system date of receipt.

358

SOP: No Stock Text Lines

When selecting a product in sales order entry that is out of stock by pressing F5 the two product description lines can be automatically converted in to text lines.

If the numeric table type TEXT is set-up it is also possible to select default text lines by pressing F15. "Out Of Stock" messages can be stored in text lines on the order.

359

Invoicing: Invoiced Date Set To System Date

When activated in conjunction with BCT product code 8PB349 the invoiced date stored on the sales order header is set to the system date.

360

Order Entry: Free Stock Pop-up Box

For non-timber products the free stock figure is displayed in a window below the order line quantity prompt in both sales order entry and purchase order entry.

The free stock pop-up box also appears within the product find window once a product has been selected.

361

SOP: VISA Card Processing

A mechanism to process VISA card purchases.

362

Site 241 Document layouts

A set of site (241) specific document layouts.

363

Not Sold Since Report: Zero Stock

A new "include zero stock Y/N" prompt is included to optionally exclude those products that do not have a stock balance greater than zero.

364

Site 243 Document Layouts

A set of site (243) specific document layouts.

365

Not Used

-

366

BCT8PBY2: Process Terminal Branch Only

Stock records for the terminal branch only are processed. This requirement arose because a common stock file existed but separate directories existed containing branch specific sales orders etc.

It may be a requirement to subsequently run BCT8PBC6 to recalculate the company stock view.

367

Contracts and Directs: Multi Call-offs

Site 242 specific functionality to process multi-call off contracts and directs that primarily contain specials.

The software for this feature is supplied free of charge but BCT6OF53 needs compiling to include your particular site code. In addition you may require training or implementation services before implementing this feature.

Please contact your Project Manager or the Help Desk for further assistance.

368

Stock Take: Loss/Gain Using Counted Total

Within input counted stock the calculated stock variance loss/gain is based upon the difference between the on-file figure and the total counted figure rather than the last counted figure.

369

Site 219 Specific Order Processing

Site 219 specific SOP processing whereby releasing a held order will invoke the "next step" processing cycle.

370

Order Status Indexing

The PBE9 Order Status Index file is updated by various routines (by a call to BCT8PB1H) whenever the PB11 Order Header is updated.

The routine BCT8PB1G builds a new PBE9 file by reading through all the sales orders - the existing PBE9 file is deleted.

Within Sales Order Enquiries, the user will be allowed to toggle between "All Sales Orders" and "Held Sales Orders Only".

When viewing held sales orders using Shift+F2 the PBE9 file is accessed, thereby, improving the read performance instead of using the standard PB11 (Sales Order Header) file. This only applies to Sale Order Sequence and not to Account Sequence.

371

Site 169 Document Layouts

Product end text is positioned beneath the product description lines and immediately after the third line of description on the site 169 specific purchase order.

Product end text is positioned beneath the product description lines on the site 169 specific invoice layout.

Product end text is positioned beneath the product description lines on the site 169 specific picking note, despatch note and quote (quote layouts 1,2 and 3).

372

Site 157 Document Layout

The first 2 digits of the selling rep are used to access the branch file in order to print the branch address on the invoice.

373

Negotiation Panel: Always Show Margins

When called from sales order entry and amend margins are always displayed in the negotiation panel regardless of the costs access setting.

374

Directs: Generate For COD Directs

When raising a COD as a direct (normally paid by credit card) a purchase order is now produced.

375

FIFO Stock Valuation

A site 244 specific FIFO stock valuation report using the PB05 Stock Transactions file to calculate the valuation. Not currently available for timber products.

376

Price Change Enquiry: Standard Heading

Within the price change enquiry window the heading "1 2 3 4 5" for price bands 1-5) is displayed rather than the site 183 specific heading "List Trade S A F".

377

Not Used

-

378

Enquiries: Outstanding Purchase Orders Ack. Ref

The acknowledgment reference displayed in the outstanding orders window is the reference entered against the order line instead of the order header.

379

Special Prices

Prevents the entry of invalid product codes at the from /to product range prompts.

380

Invoicing: Print Tax Code On Invoices

The Tax Code will be printed on the Invoice if SL02-EXPORT-YN = "Y".

381

Invoicing: Default 'To Date'

This enhancement will default the 'To Date' to the system date if the 'From Date' is zero.

382

Timber: Nominal Split Across Treatment and Product

The Invoice update program BCT8PBG7 has been modified to update the nominal interface with the sales amount for the timber lines and treatment lines as with sales analysis. When a lump sum is applied to an order the sales amount of the individual treatment/timber line is posted pro-rata of the sales amount to their respective product group nominal codes.

383

Timber: Post Sales Analysis From Timber Lines File

-

384

Goods Delivered By Other Branches

Enabling 8PB485 (Back Order Picking List) will prevent this option working correctly.

Enabling this option will disable 8PB(259) Negative Picking Note consolidation.

385

Timber Packs: Prevent Duplicate Pack IDs

Validates the Pack ID when it is manually entered in the timber pack window to see if it already exists. Give the user a warning message and allow the pack ID to be re-keyed until a unique ID is entered.

386

Super Index: Include 'z' Code Specials

This option will include any 'z' code specials in the Super Index. For this to take effect BCT6OF08 requires running against the product file with the options 'Word Extract' & 'Cross Ref' set to 'Y'.
Other related Product Options are:
- 8PB496 which excludes 'x' code specials.

- 8PB590 which excludes 't' code timber specials.

- 8PB593 which includes 'w' code timber specials.

387

Set Reorder and Reorder Up To Levels

-

388

Works Orders: Use Standard Cost On Process Lines

Works Orders routine to use Standard costs for processed and not Average costs when activated.

389

Site (211) Specific Advice Note Layout

Advice Note Footer changed for timber merge advice note, to print "Accepted By" in place of "Picked By".

390

Invoicing: Record Staff Number In Sales Analysis

Invoice routine changed so the staff number from the order header record is stored in the customer type field on the PB32 Sales Analysis file.

391

Works Orders: Receipts - Update Pack Costs

Update Pack Costs for Finished,Waste and Offcut Lines for Works Order Receipts.

392

Site (185) Specific Invoice Layout

The pack make up to be printed on the invoice.

393

Not Used

-

394

Site (185) Specific Despatch Note Layout

Print mtrs and pieces on Despatch note's pack line.

395

Not Used

-

396

Timber: Prevent Access To Negotiation Panel

Prevent access to Negotiation Panel (SHIFT-F6) for Timber products.

397

Order Processing: Error If Stock Obsolete

Error code now displayed if Obsolete Product entered at the Product Code prompt.

398

Not Used

-

399

Site (248) Specific Additional Text On Documents

Product start and end text on the users sales documents is printed beneath and in line with the product description. Product start and end text on the users invoices is printed beneath and in line with the product description.

400

Not Used

-

401

Not Used

-

402

Enhanced Works Orders Processing

Please contact the Help Desk before enabling this option.

403

Assemble Deliveries: Use Today's Date

Always use Today's date in Assemble Deliveries.

404

Quotes: Always Cost Lines Using Buying Cost

The cost price of a quotation is now always set from the buying cost. Previously the cost was determined from the GPM flag on the control record.

405

Picking: Update Order Line Cost

Provided the line has not been manually costed, sales order lines are re-costed at the confirm picking stage.

406

Not Used

-

407

Till Receipts: Print Text Lines

Print text lines on till receipts.

408

Not Used

-

409

Site (093) Specific Document Layouts

A site (093) specific invoice layout.

410

Price Adjustments: Price using Qty Entered By User

A quantity can now be entered when adding products to a price adjustment. The quantity is only used to set the value of each line on the price adjustment.

411

Not Used

-

412

Order Amend: Disallow Cancelling Delivered Sales

Order Amend modified so the cancel option for the order header is no longer valid for delivered sales.

413

Timber: Prevent Price Changes Once Invoiced

The user is prevented from amending the selling price of Sales Order Timber lines, once they have been either part or fully invoiced.

414

Enquiries: Bespoke Multi Location Screen

Price Book Enquiries has changed to provide several new pieces of functionality. A bespoke Multi Location Enquiry screen (F3).

415

Telesales: Account Checking

Account status checking is not now ignored within a telesales environment.

416

Enquiries: Up and Down Options

Up and Down Option Keys on the F2-4 Screen browses transactions. Next/Previous cycles through products only.

Up and Down options on the F3-1 Screen browses through branches. Next/Previous cycles through products only.

Selecting a line number within the stock transaction enquiry on an issue transaction calls sales order enquiries, whilst selecting a line number on a receipt transaction calls grn enquiries or purchase order enquiries depending upon the users selection.

417

Enquiries: Customer Turnover

A bespoke customer enquiry (F4 - 2 screen) has been developed to replace the existing enquiry.

The cost and margin figures are only visible if costs are visible. Check the F12 options screen to see if costs are visible.

The next month figures are always displayed.

If the enhancement to display month literals is active (6SL011), these will be activated in this screen.

418

Printing of Non-Standard Lengths

The Picking Note print routine will now also print the tally specifications where a single tally quantity for 1 metre is entered.

419

Enquiries: Cost Plus/Margin Enquiry

Providing the user has access to costs, pressing the "C" key from any of the products screen displays the cost/ plus margin enquiry window shown below. Pressing next or previous scrolls through products.

The costs displayed are determined by new cost settings on the user name record. (See Optional Enhancement 8PB(420) for details).

The selling price shown is the nett band figure inclusive of any regulator. The space bar can be used to toggle which cost is used to determine the cost plus and margin values. The default is standard cost. The selected cost price is identified with "*".

For information the calculations are as follows:
- List % = (Sell Price 1 - Sell Price n) / Sell Price 1
- Cost Plus % [Mark Up] = (Sell Price n - Selected Cost) / Selected Cost
- Margin % = (Sell Price n - Selected Cost) / Sell Price n
- Selecting 'End' will remove the window and screen from which the window was called is re-displayed using the product eventually arrived at when scrolling.

420

Enquiries: Cost Visibility

User Name Maintenance: The user name record contains four new flags permitting greater control over those costs that can be viewed by each user. Note: The I-O control file overrides all user settings therefore sensitive VDU locations can be set to disable cost visibility.

In addition, two additional flags permit the setting of default settings within price book enquiries for cost visibility and branch average cost.

Price Book Enquiries: The costs that can be seen within the various enquiry screens where costs are shown are dependent on which of the above flags the user has set.

421

Not Used

-

422

Enquiries: Additional Enhancements

F7 super index is available on the F3 Screen.

If a product is highlighted on the F1-1 screen and control is passed to a detail screen or the user selects Next, Previous or Approx, the next time the product is visible on the F1-1 screen, the product is no longer highlighted.

If super index is active, pressing F7 permits the user to enter a new SI search without the enable/disable window appearing.

423

Delivery Confirmation: Flag Fully Delivered Lines

The Delivery Confirmation routine will now update a Fully Delivered flag on the PB12- sales order line to indicate that there is no remaining stock on Back Order.

The outstanding order report will ignore this line if the Fully Delivered flag has been updated during the Delivery Confirmation routine.

424

Not Used

-

425

Not Used

-

426

Not Used

-

427

Not Used

-

428

Extended Price List: Include Special Prices Y/N

If active the "Special Prices Only" prompt is replaced by an "Include Special Prices" prompt. If the user selects "Y" to this prompt and the Price list is for a single customer an extra section, showing special prices only is printed prior to the price list. The Price list section of the report always includes special prices regardless of the answer to the prompt.

429

Product Maintenance: Break Tables - Equal Values

If active, the high values in the break table are now permitted to be equal to the previous value.

430

Invoicing: Separate Register For Invoices/Credits

If running selective invoicing (BCT8PBG7/SEL) in account sequence, a new 'invoices or credits' prompt is provided.

Selecting 'I' will mean only credit sale and cash sale invoices are included in the invoice run.

Selecting "C" will mean only credit sale credit notes and cash sale credit notes are included in the invoice run.

Therefore the invoice register produced will only include either invoices or credits, not both.

431

Site (253) Specific Document Layouts

Site (253) Specific Document Layouts.

432

Semi Automatic Pricing: Reset All Price Bands

If active and the user chooses to change selling band 1, a further prompt is provided to apply the change to all subsequent bands. If the user selects 'Y' the new price for selling band 1 will also become the new selling price for all other bands where the selling price is not set to zero.

433

Site (147) Specific Document Layouts

Picking Notes now print the Locations for both type 'P' & 'T' packs.

434

Pricing: Separate Audit For Special Prices

If active and the user chooses to realign against special prices, the special price details are listed in a separate audit trail.

435

Stock Valuation: Site (244) Specific FIFO Update

BCT8PBB1 has been modified to perform the functionality of product option 8PB(375) - FIFO Stock Valuation but in addition updates the branch average cost (as this isn't used by this site) with the FIFO cost, so that the FIFO cost can be reported upon within a report writer.

436

Order Entry: Proceed From Site To Line

Within Sales Order Entry, once the Account and Site Code have been specified and confirmed, processing automatically transfers to the entry of Sales Order Lines.

When the Sales Order is accepted, the Sales Header Screen is redisplayed, allowing entry of the remaining Sales Header fields. This option, therefore, overrides the standard functionality, whereby the user is required to press F3 to perform the same task as described above.

437

Order Processing: Enhanced Stock Rank Messaging

Against each record on the stock file, a code ('A', 'B', 'C', 'O', 'T' or 'Z') may be entered in the 'stock rank' field. Certain of these values ('O', 'T' and 'Z') already cause a message to be displayed when a product is selected within the Order Entry routine (BCT8PBE1) and the Order Amend routine (BCT8PBE9). The software was developed for those who wanted to define their own messages for each 'stock rank'.

Table file entries must be set up for each stock ranking within the Table File Maintenance routine BCT6OF15 using the "RANK" table file.

Order Processing:

The stock ranking messages are only displayed to the user within Order Entry/Amend if there is insufficient 'free stock' to satisfy the order quantity.

At the point at which the standard stock rank-related messages are displayed, the stock rank letter from the stock file is used to find the relevant message on the "RANK" table. If such a message is found on the "RANK" table it is displayed instead.

Note, in the case of stock ranks 'O', 'T' and 'Z', if a "RANK" message exists it is displayed instead of the standard message. If no such message is found the standard message is displayed.

Note also that, a standard message is not displayed at present for stock ranks 'A', 'B' or 'C'. However, if a corresponding message exists on the "RANK" table that is displayed.

If Product Option 8PB216 is active then the above message will be superseded if the free stock is below the ordered quantity and the stock level flag is "A".

438

Order Processing: Operator/Branch Analysis

When entering sales orders or credit notes, the first two digits of the selling rep and the staff code should be identical and these two digits should also correspond to a valid branch number.

When modifying the selling rep within the Order Amend routine (BCT8PBE9), the first two digits must not change. They must remain equal to the first two digits of the staff code.

When entering sales orders and credit notes, the user is prevented from entering the second trailer text code. The code is defaulted to a four digit code. The first two digits are always 99. The second two digits are from the branch identifier. The branch identifier is the first two digits of the selling rep and the staff code.
During invoicing (BCT8PBG7) the branch used to update the sales analysis and nominal files is derived from the first two digits of the selling rep and the staff code. Product Option 8PB(438) must be used in conjunction with product option 8PB(437).

439

Order Processing: Unit Nett Cost Of Specials > 0

The Special Product Creation routine (BCT8PBH8) which is called from Order Entry (BCT8PBE1) and Order Amend (BCT8PBE9) when special products are added to an order has been modified to ensure that a 'unit cost' greater than zero is entered against the special.

The standard software displays a warning message, which the user may choose to ignore by proceeding to enter supplier details. This enhancement will not let the user proceed to enter the supplier details for the special, until a cost greater than zero has been entered.

440

Enhanced Streamlined Delivery Confirmation

The modifications are not applicable if the 'delivery confirmation' routine is used with the 'DAY' switch.

Delivery Confirmation: On entering the despatch details within the 'Stream-Lined Delivery Confirmation' routine (BCT8PBG5) the user is prompted with the 'F6 - Haulage Window' as default.

On pressing the ESC key when prompted at the first field within the F6 window user is prompted back at the 'Accept Order' field. The user is able to use the F6 function key to re-access the haulage window.

The changes to this window include the 'date sent' field defaulting to today's date and the ability to enter a carriage charge.

On entering a 'Carriage Cost' greater than zero, the user is warned if a carriage line already exists on the order. Carriage lines are identified by a five-character product which consists of "z", followed by the four-digit haulage code. The user will also be warned but not prevented from entering a zero 'Carriage Cost'.

If processing multiple despatch notes, when prompted at the 'haulier name' field the user can enter = in order to re-prompt the previous 'haulier name' and the 'date sent' details.

Upon accepting the haulage details, any 'additional text' lines entered are appended to the sales order as text lines.

The remaining carriage details are written to the sales order line file as a 'manual line' (as if the F3 - 'extra line' functionality was used to create a carriage line in in the 'sales order entry' routine). The product code for this order line is derived from the character 'z' and the 'haulage code' from the 'Price Book Control Record'. The product description is derived from the 'haulier name', 'date sent' and 'haulier ref'. The sales amount is the 'carriage cost'.

The order value on the sales order header record is also adjusted accordingly.

441

Invoicing: Nominal Blending Against Type of Supply

The standard Nominal Blending handles 'CRCOLL', 'CRDEL' & 'CRDIR'.In addition to these the blending now handles the Type of Supply codes of 'EXSTK', 'FWDORD' &'BCKBCK'.

442

Order Entry: F3 Lines Use Haulage Code

For those users that regularly add haulage charges when adding manual lines within the Order Entry routine (BCT8PBE1), switching on the above enhancement will always default the F3 line code to the haulage code held on the Price Book Control Record.

443

Site (157) Specific Delivery Note Layout

Display the product code in place of the price group and the primary bin location where the product code was previously shown.

444

Not Used

-

445

Picking: Automatically Increment Picking Note

Automatically assumes that Picking Variances are true, at which point the first picking line is displayed for acceptance, after which any subsequent lines are automatically advanced, thereby streamlining the picking process.

446

Site (251) Specific Delivery Note Layout

BCT8PBG2 modified for bespoke layout changes. Special Instructions printed on layout 7.

Driver & Customer labels printed at foot of the document.

"Entered By" printed instead of "Sales Assistant". "Delivery Note" printed instead of "Advice Note". "Delivery Address" printed instead of "Invoice Address".

447

Order Amend: Cancel Issued Orders (Timber Merged)

BCT8PBE9 modified to enable orders that have been issued in a timber merged environment to be cancelled.

448

Delivery Confirmation: Process Complete Deliveries

Delivery confirmation changed to allow complete delivery orders to be fully cancelled.

In a 'Streamlined Delivery Confirmation' environment this is done by pressing F4 at the 'Accept' prompt. The only option available at this point is to cancel all lines on the order.

In a standard 'Delivery Confirmation' environment this is done by selecting 'P' to process exceptions and having entered the order and despatch number, the only option available is to cancel all lines on the order.

449

Order Entry: Release Num. Not Needed When Parking

BCT8PBE1 amended so that you can park orders which take customers over their credit limit without having to allocate a release number until the order is unparked.

450

Site (040) Specific Document Layouts

BCT8PBG2 now prints locations on advice notes.

BCT8PB64 now prints weight on COD's, Cash Sales Invoice, Deposits etc.

451

Invoicing: Update Pack Summary

Invoicing now calls BCT8PB1K to update the Pack Summary.

452

Order Processing: Hide Reg. When Manually Pricing

Non-Timber Products:

When processing non-timber lines the regulator value will not be visible and the price shown will always be the selling price inclusive of the regulator. The user can continue to modify the price and discount fields. If the selling price (inclusive of regulator) is manually changed the regulator value on the order line will be reset to zero and the price entered will replace the base selling price, so that the total value of the line is calculated correctly.

The user will also be prevented from modifying the show regulator flag. The flag should be defaulted to 'N' in accordance with the 'Show Regulator' flag on the product record.

Timber Lines:

Likewise,when processing timber lines,the regulator value is no longer visible. The price shown will always be the selling price inclusive of the regulator.

The user can continue to modify the price and discount field but will be prevented from modifying the regulator. If the selling price (inclusive of regulator) is manually changed the regulator value on the order line will be reset to zero and the price entered will replace the base selling price, so that the total value of the line is calculated correctly.

The user will also be prevented from modifying the show regulator flag. This flag should be defaulted to 'N' in accordance with the 'Show Regulator' flag on the product record.

453

Site (189) Specific Parked Picking Notes

When printing Parked Picking Notes, the wording '*** PARKED ***' will be printed on the document.

454

Invoicing: Print Supplier's Invoice Number on Directs

Directs Processing:

The 'Directs Processing' program(BCT8PO33) is called from the Purchase Invoice Registration (BCT8PO60) routine when processing type 2 (Directs) purchase invoices.

The routine displays a warning message upon entry to the screen, reminding users to add a text line to the order. This text line should identify the supplier's delivery note number(s) and will be printed on the sales invoice so that when the customer receives the sales invoice they can match the invoice to the delivery note(s) in their possession.

Once the message has been displayed, the user may press the space bar to continue processing the direct. This may include manipulating the lines or adding the text lines.

Sales Invoices:

The 'Sales Invoicing' program(BCT8PBG7) has been modified to include the Purchase Invoice Registration number on the first line of the main body of the sales invoice document for 'Direct' sales.

This change however only applies to Invoice format 4.

455

Invoicing: Set Fully Invoiced Order Status

Order status set to 9 if all lines have been delivered and invoiced.

456

Not Used

-

457

Viewpoint: Rolling Daily Branch Sales

A new Last 32 Rolling Daily Sales (BCT8PBY7) routine has been written, allowing it to be called from the Esprit menu, from the UNIX command line, and from another Esprit routine. The new routine will roll the daily sales onwards the required number of days, dependent upon the last time the routine was invoked. (8PB457 option must evaluate to false in order that this feature will function).

The Invoice II (BCT8PBG8) routine has been modified to call the new Last 32 Rolling Daily Sales (BCT8PBY7) routine, whenever the invoice date has advanced onwards one or more days since the last invoice run (provided that 8PB457 option evaluated to false).

Additional information for BCT8PBY7 The menu toggles allowed from the Esprit Menu are:

"ALL" which will default the update across all branches. "BRN" which will default the update for the user's terminal branch. defaults the branch to that of the user's terminal branch, allowing the user to overtype it.

The runtime switches allowed from the UNIX command line are:

+0 which will automatically update across all branches. +1 which will automatically update across the user's terminal branch.

458

Timber: Prevent F14 Allocation

The F14=Allocate is no longer available when adding or amending a timber length stocked product's tally quantity, or non specific allocations for Stock in Packs, where there is insufficient stock to meet to the demand.

The Insufficient stock window is only applicable within a Stock Level Flag "B" environment for standard delivered and collected sales orders.

This option is only valid for Standard Esprit environments, it is not valid for Timber Merged users.

459

Enhanced Hold Credit Notes

1. Account Customer Credit Notes shall be automatically placed on hold as they are confirmed.

2. Price Adjustment Credit Notes are NOT specifically placed on hold by this option.

3. The holding of Cash Sale Credit Notes will be positively excluded by this option.

4. Print a Returns Note for Price Adjustment Account Customer Credit Notes.

5. Allow the (R)elease of held Sales Orders ONLY when running Sales Order Amend (BCT8PBE9) with a menu toggle of "REL".

Note: Regardless of the setting of this option: Price Adjustment Account Customer Credit Notes will ONLY be automatically placed on hold when they are raised, if the Pricebook Control "Hold Price Adj" field is set to "Y".

- 8PB214 will hold Account Customer Credit Notes as they are raised.
- 8PB341 will hold Account Customer Credit Notes as they are confirmed. This is a much simpler version of 8PB459.
- 8PB625 is mutually exclusive with 8PB459.

460

Timber: Enter Tally - Process As Total Quantity

Enter Tally - Process As Total Quantity.

461

Site (158) Specific Acknowledgement Layout

BCT8PBG2 now prints the Rep name on the document.

462

Invoicing: Zero Value Invoices Report

Invoicing

The 'Invoicing' program (BCT8PBG7) has been modified to maintain a new trigger file, which will be used by the ' Invoice Print ' routine to produce the zero value invoices report. The trigger file records occurrences of zero value invoices and zero value invoice lines.

Invoice Print.

The 'Invoice Print' program (BCT8PBG9) has been modified to provide the ability to report zero value invoices. If the above enhancement is active, a new 'Print Zero Values Report' prompt is displayed.

If 'Y' is selected, a report is produced at the end of the invoice print run. For every invoice (or credit) included in the run, if there is a corresponding trigger file record for that invoice (or credit), it must either have a value of zero or contain lines of zero value and hence a line will be written on the new report.

NOTE: The report cannot be run separately. It can only be run as part of any invoice print run.

Period End.

The 'Period End' routine (BCT8PB31) will delete any corresponding zero value invoice trigger records if printed invoices are being deleted.

463

Order Processing: Hold Orders By Product Margins

Automatically hold any order,which has yet to be invoiced if the margin of any line on the order is outside the margin envelope created by the product low/high margin settings.

A new flag 'Automatic Holding' flag has been added to the user name record (BCT6OF14). The functionality is only active if this flag is set to Y and optional enhancement 8PB(463) is also active.

464

Quotes: Automatically Print

BCT8PBE1 now prints as soon as quote is accepted (no need to F3).

465

Picking: Automatically Bypass Packing Details

A new option included within Confirm Picking and Assemble Deliveries that automatically bypasses the Packing Details.

466

Picking: Deferred Unconfirmed Lines Processing

A new option that allows the user to Backorder, Cancel or Pick without variances, for all deferred unconfirmed picking note lines.

467

Not Used

-

468

Not Used

-

469

Bespoke Pricing For Kits

Please contact Help Desk.

470

Picking: Vehicle Registration

A facility exists to allow the entry of vehicle registration numbers at confirm picking stage, and then subsequently print them on the despatch note Print Format 3 only.

471

Sales Type Shown Against Deferred Invoices

The Sales Type is printed on a Deferred Sale Invoices (except Cash Sales).

472

Not Used

-

473

Kit Enquiry: Show Selling Prices

The document changes outlined below are controlled by optional enhancement 8PB(473). It should be used in conjunction with the 'Part Delivery of Kits' software that is provided by optional enhancement 8PB(469).

Kit Enquiry.

The 'Kit Enquiry' routine (BCT8PB38) has been modified to display selling prices against kit components as opposed to showing just cost details. Selling prices as shown as default on entry to the routine.

A customer prompt has been added so that Kits can be priced inclusive of any customer discount, however this isn't mandatory. If no customer account is entered,the standard prices of the components are shown.

The gross price and nett price of the kit are also shown. Note: Under optional enhancement 8PB(469) kits are priced from the sum of their components.

Pressing the F3 function key, displays the kit cost view as shown below. Pressing F3 will toggle back to the selling prices view.

The display when using the 'F2' functionality to view the availability of a kit has changed slightly. The functionality works in much the same way as before but is now available in both the selling prices and cost view.

474

Site (227) Specific Acknowledgement Layout

The rep code is shown on sales order acknowledgment layout 5.

475

Kits: Site (256) Specific Document Layouts

Provides bespoke document layouts for use with the 'Part Delivery of Kits' (Option 8PB469) software.

This option should only be used by customers who use automatic pricing, as variation in price or discounts for the same product in a single order is not accommodated.

476

Picking: Re-Allocate Back Ordered Lines

BCT8PBF6 now produces a picking note for an item that has not been booked in.

477

Split Packs: Update Stock Issues

A new option 8PB477 is available which will allow the 'Issues by months ago' fields to be updated and viewed in Price Book enquiries.

When the option is on the PB03 issues MTD & YTD fields will be updated accordingly, and when the sales period end is run the 'Issues by months ago' will be updated correctly.

478

Site (252) Specific Advice Note Layout

BCT8PBG2 now prints the 'Required By' date from the first despatch note record on advice notes.

479

Picking: Lump Sum Sets

Allows lump sum sets to be confirm picked, provided that all of the lump sum lines are confirm picked together. Alternately, if none of the lump sum lines are picked, then the lump sum set may be back ordered, allowing flexibility to confirm other lines that are part of the lump sum set.

480

Picking: Hold Sales Order

This option will automatically place Sales Orders on hold after confirm picking.

481

Contract Paint Sales Analysis

BCT8PBG7:

If invoicing a CDS paint order, the invoice is posted as paid. The new CDS paint sales analysis file is updated instead of the standard sales analysis file.

BCT8PB2C:

A new sales analysis report routine has been created to report upon CDS paint sales analysis information only. The routine duplicates the functionality provided in the standard sales analysis routine but reports upon the CDS paint sales analysis files only.

482

Order Processing: Default Text IXB Status

When this option is active, providing that the Pricebook Control IXB field is set to space, sales order text lines default to "I" for "Internal", but the user is able to override the value.

If the IXB field is set to "I","E", or "B", this value is always used and the user is prevented from amending its value, regardless of the option being active.

If the IXB field is set to space and this option is not active, then the system default of "E" for "External" is used and the user is still able to override the value.

483

Order Entry: Parked Picking List Default

For users who invariably wish to print a parked picking list when parking sales orders within order entry (BCT8PBE1),the default response to the print picking list prompt will be 'Y' rather than 'N'.

484

Order entry: Change Special Line Type When Copying

BCT8PBE1 will copy over the special costs if switched on.

485

Picking Notes: Additional Back Order List

Each time a pick note is produced by the Document Print routine (BCT8PBG2), the routine will attempt to identify any lines on the same order that are still on back order.

If there are outstanding lines they will be printed on an additional back order lines document. If no lines on the order are on back order, no back order list will be produced.

Note: The back order list document will be produced immediately after normal picking and parked picking notes The standard parked pick note lists all lines on a sales order regardless of whether the goods can actually be picked. Therefore, back order lines also appear on the standard parked picking note. When the above enhancement is active, the parked pick list will exclude lines which are on back order as the back order list will be printed immediately afterwards.

Note: This option will not work in conjunction with 8PB384 (Delivery From Alternate Branch).

486

Not Used

-

487

Invoicing: Run Selective Invoicing At Branch

A new enhancement which allows the processing of invoices for transfer by comms, for a remote branch when the customer is setup as a centralised system.

When selective invoicing is run for the remote branch with enhancement 8PB487 switched on, the PB01 Branch, H/O or Region flag is set to B within the program. This allows the creation of the comms files.

488

Timber: 3DP Length Processing

-

489

Picking: Disable Cancel Function

BCT8PBT2 BCT8PBF6 The routine now disables the cancel function on non length-stocked items. Setting the department code on the user name record overrides this facility.

490

Timber: Sell Timber Specials

-

491

Order Processing: Hand Held Device - Shopping List

BCT8PBE1 now produces a shopping list from an external file.

492

Not Used

-

493

Not Used

-

494

Order Amend: Force Allocate - Supervisor Only

BCT8PBE1/BCT8PBE9 changed to only allow supervisor users to force allocate items out of stock when adding or modifying lines within Order Amend. In addition only supervisors can release back orders within Order Amend.

BCT8PBE1 changed to only allow supervisors to choose to allocate out of stock items when converting a quote into a sales order.

495

Kits: Multi Despatch Kit Only Invoices

BCT8PBE1 changed so the customer kit invoice print flag is written to each sales order header record. If the customer is set up to receive kit only invoices, and the order contains back order lines, the flag on the order header record is updated so the invoices for that order show both kits and components.

BCT8PBE9 changed so if a line on an order for a customer who receives kit only invoices is modified and results in a back order, the kit invoice flag on the order header record is updated so invoices for that order show both kits and components.

BCT8PBF6 changed so if a picking variance is applied to a line on an order for a customer who receives kit only invoices and the variance is put on back order, the kit invoice flag on the order header record is updated so the invoices for that order show both kits and components.

BCT8PBG5 changed so if a delivery variance is applied to a line on an order for a customer who receives kit only invoices and the variance is put on back order, the kit invoice flag on the order header record is updated so the invoices for that order show both kits and components.

BCT8PBG7 changed to use the order header record rather than the customer record to determine which format kits should be shown on the invoice.

496

Super Index: Exclude 'x' Code Specials

BCT6OF08 enhancement added to allow the exclusion of 'x' specials from the Super Index.

For this to take effect BCT6OF08 requires running against the product file with the options 'Word Extract' & 'Cross Ref' set to 'Y'.
Other related Product Options are:

8PB386 which includes 'z' code specials. 8PB590 which excludes 't' code timber specials. 8PB593 which includes 'w' code timber specials.

497

Despatch Notes: Show Rep Code Instead of Area

BCT8PBG2 changed to show the rep code and literal on standard delivery note layout (0) instead of the area code and area literal.

498

Works Orders: Process Associated Works Orders

Three enhancements cooperate to improve integration:

1. A new program (BCT8PB1R) is available to produce a combined Sales Order & Works Order document print.

2. New facilities within the Works Order software to process all Works Orders generated by the same Sales Order as a group.

3. Enhancements to Confirm Picking to default picked quantities to the quantities made in the Mill.

Note: These facilities are designed to work with the following stages: 1.Sales Order Entry 2.Works Order Source Allocation (BCT8PBS6/ADD) 3. Works Order Completion (BCT8PBS6/REC) 4.Sales Order Confirm Picking

499

Site (198) Specific Invoice Layout

-

500

Order Processing: Assemble Range of Orders Index

Assemble a range of deliveries up to a specified required by date.
A new routine (BCT8PB1T) has been was created to enable a range of orders to be assembled. This routine should only be used by customers with the Assemble Deliveries flag on the 'Delivered' sale SOP cycle set to "N".

In addition to orders outside the range entered and the routine also ignores 'cash sales orders' and orders for customers that are 'on stop'. However as this routine reads around the order file, this program can take a long time for processing to be completed.

The following software changes are controlled by optional enhancement 8PB(500).

A new table file entry "1T" is used to identify those branches where orders can be assembled in this manner.

If the above enhancement is active, the Order Entry routine (BCT8PBE1) creates entries on the new file as orders are accepted.

In addition,a new 'Index Build' routine BCT8PB2G has been created, which identifies all those orders that could be assembled and for each order it identifies it creates a record on this new file. This new routine,which takes away a lot of the processing time from the Assemble a Range of Orders routine can be run on a nightly basis. Each time it is run the new file is deleted and rebuilt.

For the 'Order Entry' or the 'Index Build' routine to create a record on the new file for a given order, the branch that raised the order must be included in the new "1T" table file.

The performance of the Assemble a Range of Orders routine can be improved by running the routine with a menu toggle of "IDX". The routine will then read round the new 'smaller' indexed order file (F8PBG8) as opposed to the 'Sales Order Header' file (F8PB11).

501

Timber: Lump Sum Picking

BCT8PBT2: The Timber Confirm Picking routine now allows lump sum picking against lump sum sets of lines, provided that 8PB501 evaluates as being true.

502

Timber Specials: Default Picked Qty to Mill Qty

BCT8PBT2: The Timber Confirm Picking routine now defaults the picked quantity for Timber Specials to the mill quantity, provided that 8PB402 evaluates as being true.

503

Stock Count List: Print Manufacturer's Reference

BCT8PBA6 modified to include manufacturer's reference on stock count list.

504

Order Entry: Shopping List Selection Sequence

When using the shopping list in the Sales Order Entry routine and the above enhancement is active, the orders lines will be populated in the sequence the products were selected.

505

Order Processing: F3 Link To Line Above Default

BCT8PBH8 modified to default 'Link To Line Above' prompt to 'Y' when adding F3 extra lines in sales Order Processing.

506

Advice Notes: Only Include Products in Line Totals

BCT8PBG2 now only counts the product (normal & special) lines in the number of lines count printed on specific despatch and advice note layouts.

507

Timber Multi Width: Change Calculation Method

The Timber Window BCT8PBT1 routine has now been enhanced to allows the selling calculation method to be manually changed to both linear and pieces in addition to the already supported volume. There are obviously some rules that the customer has already been informed about that either allow or restrict the calculation method from being amended under certain predetermined conditions.

508

Order Entry: Convert Prospects to Customers

Prospect Accounts. A method for recording and handling prospective customers.

509

Enquiries: Default Next Month To 'Include'

Next month option within the Price Book Enquiry routine (BCT8PB33) defaults to "include".

510

Order Entry: Default Print Acknowledgements

The Sales Order Entry (BCT8PBE1) routine now defaults the Acknowledgement Y/N" field to a value of "Y" whenever the user is entering orders or converting to an order.

This will mean that acknowledgements are always produced when entering or converting sales orders, regardless of the Pricebook Control, Customer, or Sites settings unless the user overrides this default value using the (O)ptions selection on the order header screen.

511

Works Orders: Copy Sales Description

BCT8PBS6 enhanced to copy sales description to works order.

512

Order Processing: F12 Lump Sum Default View

A new presentation flag 6 exists within sales order processing. However this presentation flag 6 is only available when summing a range of lines by pressing F12 at the product code prompt.

If this option is active, the "For the sum of" window is displayed by default instead of the percentage discount window.

If option 8PB513 is also active, the presentation flag defaults to 6.
The first line within the selected range must be a text line. This text line is used within the description of the lump sum line.

All this functionality is not however available when pressing F12 at the 'Accept Order' prompt when entering a lump sum for the whole order.

Only the lump sum line is then printed on despatch notes and the sales invoice.

513

Order Processing: F12 Lump Sum Presentation Flag

A new presentation flag 6 exists within sales order processing. However this presentation flag 6 is only available when summing a range of lines by pressing F12 at the product code prompt.

If option 8PB(512) is active, the "For the sum of" window is displayed by default instead of the discount window.

The presentation flag defaults to 6. The first line in the selected range must be a text line. This text line is used within the description of the lump sum line.

All this functionality is not however available when pressing F12 at the 'Accept Order' prompt when entering a lump sum for the whole order.

Only the lump sum line is then printed on despatch notes and the sales invoice.

514

Forward Orders: Release Date 1 Week Less Reqd Date

For Forward Sales Orders, the release date is calculated from the required date minus seven days. If this date is less than the system date, the system date is used.

The Required Date and Release Date entered must not be less than the current system date.

515

Order Entry: Low Margin Checking

BCT8PBE1 - A new low margin - continue Y/N window is now prompted for. Entering "N" allows the line to be manually priced.

516

Not Used

-

517

Credits: Credit Original Despatch Note Quantities

BCT8PBE1 (Sales Order Entry) now uses the despatch note details when crediting an original sales order. This functionality is available for both timber and non-timber environments.

BCT8PBT1 now uses the above passed despatch note number to read the Timber Despatch Note Issued (PB69) quantities to determine the actual quantity despatched against the original despatch note (When 8PB517 is set on).

WARNING: BCT8IT46 should be used to initialise the new despatch note data items before using 8PB517.

WARNING: 8PB093 must also be set to Y for this option to function correctly.

518

Site (195) Specific Advice Note layout

BCT8PBG2 changed to print the system date on advice notes.

519

Order Amend: Add Lines With 'SEL' Switch

BCT8PBE9 enhanced to offer 'Add Lines' functionality in "SEL" mode.

520

Site (245) Specific Client Server Invoice Numbers

Client software changed to write invoice number into release number field on despatch creation.

BCT8PBG7 changed to use PBJ6-RELEASE-NO in place of PBJ6-INVOICE-NUMBER

521

Goods In: Label Printing

Direct From Goods In.

The Goods Inward program (BCT8PO03) will call the label program (BCT8PB0B) if the quantity booked in is greater than zero.

The labels are directed to an output file or printer depending on the settings in I/O control for Document type 9 - Customer Labels.

From The Menu.

In addition, labels can be printed by running the label program (BCT8PB0B) from the menus with a menu toggle of "LAB".

The 'Include Printed Labels?' option allows the user to reprint labels.

This method will again direct labels to an output file or printer depending on the I/O control settings. A label will only print if the EAN code is greater than zero.

Other options that can be selected are:

1. Ad-hoc label printing where the user specifies all the label details including the EAN code. 2. Turn label print on 3. Turn label print off 4. Delete printed labels

522

Comms: Stock Transactions

Stock Transactions can now be included in comms. This does not include the Stock Transaction Extension file PB83.

523

Branch Action Report: Include Account

BCT8PBE1 now includes the account when the Branch Action report is produced.

524

Not Used

-

525

Pack Selection: Only Use First 4 Digits

Only use the first 4 digits of the pack location when searching for packs.

The software has been developed to use the location field on the pack record to record the lot number. The lot number is a four-digit field that they use to track a shipment of timber. A lot will consist of around 20 - 40 packs. This works fine for bringing in packs from the quay using location transfer as they select the full lot number and bring it into the yard. However,they now have nowhere to record the true location. The yard is split into alphanumeric sections. For example B2 is aisle B, row 2.

They wanted to use location transfer to bring the goods into the true location with the last two characters representing the true location. The enquiry routines should therefore exclude the last two characters from the pack location when searching for packs.
For example:

Lot number 4500 contains 9 packs. The packs might be transferred into the following locations:

4 packs are booked into 4500A3 and 5 packs are booked into 4500B1.

When searching for packs, by typing in location 4500, all 9 packs should be returned.

526

Order Enquiries: Display Invoices for an Order

BCT8PBF5 changed to provide a new shift F3 view which displays a window containing all invoices raised against the current order.

BCT8PBG7 changed to record the invoice value on all sales order/invoice cross reference records.

BCT8PBJ6 changed to provide a new initialisation routine (Page 8 Option 4) for setting the invoice value to zero on document cross reference records (F8PB26).

527

Order Entry: Branch Is Not Terminal Branch Warning

Warn the user if the branch selected at Order Entry is different from the Terminal Branch.

If the user presses the F7 key and selects a different branch from the terminal branch during Order Entry (BCT8PBE1), a warning message is displayed upon the acceptance of a customer account.
If 'Y' is selected, the user can continue processing the order as normal. If 'N' is selected they are returned to the account prompt.
This functionality only applies to user's who have permission to change branches within Order Entry.

528

Invoicing: Automated Override Invoice Date

BCT8PBG6 has been changed to automate the setting of the invoice date and override invoice date. Product Option 8PB(287) must also be active.

529

Site (248) Specific Cash Sales Invoice Layout

BCT8PB64 has changed to print entered by, fax number and product code as opposed to just descriptions on cash sale invoice layout 1.

530

Site (248) Specific Invoice/Credit Note Layouts

BCT8PBG7 has changed to print the rep name, product codes and line discount percentages on the A4 Sales Invoice Layout Format 8. Labels on credit notes are now different to sales invoices and hence are more meaningful. Credit notes show the original order number.

531

Site (248) Specific Document Layouts

BCT8PBG2 has changed to no longer show the weight on despatch note headers.

Quotation layout 3 changed to show entered by; telephone & fax number;individual product codes,and line discounts.

Collection note layout 1 header changed to look like delivery note.

Acknowledgement Layout 4 changed to resemble quote layout.

532

Contracts: Bypass Terminal setting

Customer reference used in the quote window instead of the site details.

533

Outstanding Purchase Orders Rep. Additional Fields

If the above enhancement is active, the 'Outstanding Purchase Order Listing' routine (BCT8PB82) will print the staff number who raised the purchase order and, where the purchase order is a back to back created from a sales order, the sales order number is also printed. These details replace the current Supplier Reference field.

534

Update External On Order File

BCT8PB2Q created for importing/exporting on order balance interfaces.

BCT6OF50, BCT6SL02, BCT8PBE1, BCT8PBE9,BCT8PBD4,BCT8PBF6, BCT8PBG5, BCT8PBG8, BCT8PBH9, BCT8PBJ1,BCT8PBV1, BCT8PBV5 and BCT8PO33 modified to call BCT8PB2Q when on order balances are updated and product option 8PB534 is active.

This enhancement is designed for site with two completely different order processing systems processing orders to and same customer base linked by Esprit short name code. This situation might arise when implementing Esprit in a large multi branch organisation. Both systems share on an hourly basis the on order balances. A separate set of software allows sharing of credit limits and aged balances from the Dynamics sales ledger. Note that this enhancement requires other programs to detect incoming On order balance files an send out outgoing on order balance files.

535

Till Analysis: Run For Terminal Line Only

Till analysis report: Only allow the till analysis report to be run from order entry for the till, the report is being run at.

536

Specials: Phlexicare Sales Analysis Codes

BCT8PBH8 has changed to force the user to enter a Phlexicare analysis code for specials. This is validated against the PHLX (Phlexicare) Table File.

BCT8PBG7 has changed to update the market type sales analysis field for specials products with the Phlexicare analysis code.

537

Invoicing: Update Dynamics Interface File

BCT8PBG7 changed to populate F8PBH4 interface file for importing into Dynamics. Export invoicing from Esprit to Dynamics Sales Ledger including Nominal Distribution.

No Sales transactions are generated and the Invoice register only shows those Nominal disbursements generated by Esprit. Currently the Nominal code generated reflects the rules for one specific customer. The use of a Vision FS share directory enables the Dynamics import routine to pick up the file directly from the Unix system.

538

Not Used

-

539

CODs: Default Required By Date When Recalling

BCT8PBE1 amended so that if product option 8PB(539) is active the required by date is set to today for all recalled cash sales.

540

Comms: Branch Specific Supplier Records

BCT8PO17 write/rewrites PB17 record accordingly.

BCT8PBD2 ensures that branch specific 'comms' records are generated depending on the branch table on the supplier record.

541

Site (248) Specific Quotation Layout

Product enhancement 8PB018 functionality now works for quotation layout 3.

542

Order Entry: Recall Deposits - Disable Delete

BCT8PBE1 modified to prevent non-supervisor users from being able to remove lines from recalled deposits.

543

Period End: Delete Prices Available At Branch

BCT8PB31 now allows Delete Prices if 'B'ranch and 8PB350 are both set, provided that 8PB543 is NOT set.

544

Not Used

-

545

Print Copy Delivery Note

BCT8PBE1 modified - will produce a copy despatch note on acceptance of an order for delivered account sales only. Uses table type DELC to indicate branch and line number.

546

Special Prices: Automatically Re-align

When creating special price records at Quote Acceptance the re-align flag will automatically be set to 'Y' if this product option is on.

547

Assemble Delivery: Override Complete Delivery

BCT8PBF7 modified so that when the user is warned that order is a complete delivery order, they can press F2 to skip past this warning and assemble those lines on the order which can be assembled. Any other key prevents the user processing the order.

548

For Cash Sales Set Req Date To System Date

BCT8PBE1 now updates the required date automatically on acceptance of the order.

549

Stock Takes: Psion Hand Helds

Stock counts using Hand Held devices. The Stock Count Listing routine (BCT8PBA6) will create an interface file for use by the hand held devices provided that one of the print options has been selected. The interface file will not be created if the user chooses print option '3' (Set count active flag only).

550

Order Enquiries: Account Sequence With Held Orders

Within Sales Order Enquiries (BCT8PBF5) this option will support held order toggling (Shift+F2) within Account Sequence, provided that 8PB370 has also been set on.

551

Third Party Document Archiving

BCT8PBE1 modified to set PB11-IMSCAN-YN to N.

BCT8PB2P modified to include 8PB511 - only include sales from January 2000.

552

Picking: Override Terms Error

If terms error and CE 8PB552 is on then Picking carries on regardless.

553

Orders: On Order Charges

The following program will write out On Order Change information.

BCT8PBE1 BCT8PBE9 BCT8PBG5 BCT8PO33

554

Picking: Always default Despatch Date To Required

BCT8PBF6 will now default to the PB11-DATE-REQUIRED.

555

Not Used

-

556

Aggregation: Use List Price Not Best Price

BCT8PBE8 changed to use list price instead of best price (less collection discount if it applies) when calculating total value for aggregation discount.

557

Order Entry: Disable Forced Allocate

Prevents the use of the F14 allocate function for non timber lines and does not allow the Allocate YN prompt to be displayed when copying lines. can only be used if the Stock Flag on PB Control is B.

558

Picking: Calculate Despatch Date

The current method for calculating the Despatch date in Confirm Picking is, if the system date is greater than the order header required date use the system date else, use the order header required date.

In order to make the Despatch Date more accurate without requiring the user to change the Despatch Date on all orders,a new routine has been introduced to calculate the Despatch Date. This new function is available when 8PB558 is switched on, otherwise the original functionality is used.

At the point of displaying the Despatch Date, the system accepts the current date and time and if the time is between 00:00 and 16:00, the Despatch Date is defaulted to the System Date and any time outside this is defaulted to the System Date + 1 day.

559

Enquiries: Stock Transactions

BCT8PB33 enhanced to display contract details on alternative view in F2-4 stock transaction enquiry.

BCT8PBG7 modified to use the product's standard cost for the standard cost held on stock transaction record instead of cost from order line.

560

Order Processing: Allow Costs On Manual (F3) Lines

Now able to enter a cost on an F3 line when raising a direct - this indicates the cost of the haulage and will be reflected in the margin on the order.

561

Directs: Haulage Enhancements

BCT8PBG2 modified to print the new cost field on the Quote Format 3 print layout.

562

Maintain Special Prices At Terminal Branch Only

BCT8PB22 modified so that in a centralised environment, only head office can select all branches or a mixture of different branches. Branch users can only maintain prices at their terminal branch.

563

Site (232) Specific Advice Note Layout

BCT8PBG2 modified to print number of pieces on advice notes.

564

Do Not Use Quote Header/Trailer On Directs

Set header/trailer codes to zero when entering a contract.

565

Doc Layouts: Print Leading Zero On Branch

BCT8PB64/G2/G7 modified so that the leading zero is printed on the branch number. This is to enable IMSCAN to work sensibly.

566

Invoicing: Allow more Than 99 Bonus Points

A new table type "CMS" holds bonus points calculation details against Price Book Calculation methods to permit more than 99 Bonus Points to be allocated per item.

567

Order Processing: Add Tagged Text Lines

BCT8PBH8 now asks whether the text line should be tagged to the previous line when F2 is pressed and CE 8PB567 is switched on.

568

Picking: Goods In - Always Print Picking Notes

Always print the latest picking sequence to the IO line when responding 'Y' to the Release Back Orders Prompt in Goods Inwards regardless of SOP cycles.

569

Sales Order Entry: Display Class Description

The customer class description is displayed above the customer name on the header screen in Sales Order Entry.

570

Sales Order Entry: Default Accept At Sell Rep.

For "Collected" sales, the user is taken to the "Selling Representative" prompt ahead of the "Order Entered By" prompt.

571

Works Orders: Create Timber Specials

Timber Special products can now be created from within works orders. When adding finish lines, pressing the F8 function key at the product code prompt will present the user with the timber special window.

572

External Price List: Omit Cost Plus and Discount

When the special price is added via cost plus, the cost and discounts should not be printed as the price list is sent to customers.

573

Matrix Prices: Use Matrix(1) If Matrix Is Zero

Esprit Pricing (BCT8PBE8) now defaults to price band 1 if the existing price band has a price of zero.

574

Enquiries: Assume NOT Break Band Link F1/2 Enq

BCT8PBE8 assumes that Break Band Linked is NOT switched on if CE 8PB574 is switched on.

575

Print Manufacturer's Reference On Documents

The manufacturer's reference for each product is printed beneath the product description on Delivery Notes, Cash Sale Invoices, CODs, Deposits and IBTs.

576

Picking: SOP Picking for Cash and Credit Customers

The ability to have a picking list for cash sales.

The software: Recognises live branches - those branches that have been implemented and behave differently from existing branches Print a picking note for cash sale delivered (& scheduled collect) Once the picking is complete, confirm it and turn it into a cash invoice. Print a picking note for credit sale delivered (scheduled collect) Once the picking is complete, confirm it and turn it into an "instant" credit invoice. Behave in the above manner without user intervention to "remember" to create a picking note.

577

Reports: Correctly Calculate Average Monthly Sales

This enhancement will ensure that the Average Monthly Sales are calculated correctly if the PB02-DATE-CREATED is invalid. (This was probably caused when converted at some time). An example date could be 19050512, when this is converted the century becomes 20, which is in the future and causes the program to calculate the average using a divisor of 1 instead of 12.

578

Confirm Collections: Collection Dates

The collection date is written to the PBJ7 record instead of the required by date from the collection note header.

The Confirm Credits routine (BCT8PBG1) also provides this functionality if used.

579

SOP: Prevent Users From Changing VAT Code

The user is prevented from changing the VAT code when adding product lines, specials and manual lines in Sales Order Processing.

580

Aggregation and Special Prices

Override Matrix Discount Aggregation assumes that the Special Price Matrix discount is always to be used in place of the regular Discount Matrix discount when calculating the aggregate price. Aggregation now works for Override Matrix Discount.

581

Print Name and Signature on Delivered Cash Invoices

A line is included for the driver to write his name and signature on delivered cash sale invoices.

582

Period End: Delete Loose Stock Pack Records

Loose stock pack records are now deleted by the Price Book Period End routine if they are fully invoiced.

583

Print Euro Information For Export Customers

In the main Euro information is not printed for Export customers. If this Product Option is active then the Euro information is printed on the documents.

584

Price Lists: Print Calc Method On First Line

If this product enhancement is switched on the calc method will be printed on the first line as one of the field options (option number 78). If more than one price field is requested then the calc method of the first price is printed.

585

Cash Sale Reprints: Print Invoice Date

When reprinting cash sale invoices, the original invoice date is printed as opposed to todays date.

586

Credits: Manual Lines Always Negative

When adding manual lines to credits, the value entered is always negative. Previously the value was treated as positive unless the sign was entered.

587

Invoicing: Site 245 Specific Mods

If this enhancement is switched OFF, Invoicing will bypass any site specific modifications that were not previously controlled by a CE.

588

Order Entry: Site 090 Specific Mods

If switched on the Remove Lines and Unparked Lines will appear on the report labelled 8PBH8LIST.

589

Documents: Site 268 Print List Layout

New Picking Note Layout 4 for timber SOP environments.

A new version of the 'timber merge' picking note produced by product option 8PB(152).

590

Price Book: Exclude 't' Specials From Super Index

This option will exclude any 't' code timber specials in the Super Index. For this to take effect BCT6OF08 requires running against the product file with the options 'Word Extract' & 'Cross Ref' set to 'Y'.

Other related Product Options are:
8PB386 which includes 'z' code specials. 8PB496 which excludes 'x' code specials. 8PB593 which includes 'w' code timber specials.

591

Documents: Print Quantities > 999,999

This Product Option will always print the quantities in the extended qty field. If the qty is greater than 999999 then it is not truncated on the print.

592

Enquiries: First/Last Options In Product Sequence

First & last options are now available within product sequence. Upon selecting product sequence, the user is required to enter a product code, branch, sale type and account. Within the F1 screen, if (F)irst is selected the display is repositioned at the first order for the product with the same branch and sale type as the first line on the screen. The next 14 items are then displayed below in sequence.

If (L)ast is selected, the display is repositioned at the last order for the product with the same branch and sale type as the last line on the screen. The previous 14 items are then displayed above in sequence.

593

Price Book: Include 'w' Specials In Super Index

This option will include any 'w' code timber specials in the Super Index. For this to take effect BCT6OF08 requires running against the product file with the options 'Word Extract' & 'Cross Ref' set to 'Y'.

Other related Product Options are:
8PB386 which includes 'z' code specials. 8PB496 which excludes 'x' code specials. 8PB590 which excludes 't' code timber specials.

594

Enquiries: Timber Summary - 6 Digit Tally Quantity

This option will display tally quantities of up 999,999 on the F1-6 timber summary screen within Price Book Enquiries. Negative values will flash!

If the option is not active, only 5 digits are displayed along with the sign for any negative values.

595

Apply Price Changes: Zero Price Bands

This option if active will not zeroise the calculation method for selling price bands which are zeroised through one of the price change routines.

If the option isn't active, any price changes that result in a selling price being zeroised will continue to set the calculation method to zero.

596

Despatch Notes: Name and Signature on Every Sheet

A line for a signature and name is printed at the bottom of every sheet on a despatch note.

597

Input Counted Stock: Product Within Bin Sequence

When inputting counted stock in bin location sequence, the user is able to press 'F2' to skip to a specific product code within a specific bin location.

In addition, when printing the stock count list in bin location sequence, the user can choose to include a page throw each time the bin location changes.

598

Not Used

-

599

Documents: Include Bin Locations

Bin locations from product stock records are printed on the following internal documents.

IBT Request (the bin location from the issue branch), IBT Despatch (currently printed on IBT Picking Notes), Standard Cash Sale Invoice layouts, Standard Delivered/Collected Sale Despatch Notes.

600

Suggested Orders: Purchasing and IBTs

BCT8PO28 now creates suggested purchase orders and IBT requests when run with a menu toggle of "CPO". An audit is produced per branch.

BCT8PB2M created to display suggested orders for a given branch. User can then selectively create purchase orders or IBTs from those suggested orders. The routine allows suggested orders to be added, modified or deleted.

601

Site (166) Specific Cash Sale Invoice Layout

A site specific layout which will utilise the standard header information from cash sale layout 1 and the standard line presentation from layout 2.

602

Site (166) Specific Combined Picking/Despatch Note

A site specific document that can be used for picking and despatch. Original quantities, quantities to be picked for delivery and outstanding quantities are all shown. Back ordered lines are also printed on the document.

A "Received By" label is also printed so that a signature can be added after delivery.

603

XML Quantum Document Data Gateway For Invoicing

Either allow or disallow the ability to produce XML Quantum Data Gateway (QDG) Sales Invoices.

An XML Sales Invoice Header (FXML01) and its XML Sales Invoice Lines (FXML02) ISAM files shall be produced for those customers setup within the Gateway software provided that this global option is also appropriately set on.

The Gateway software will then allow the ability to produce XML Sales Invoices that may be sent directly to the customer in addition to the standard Sales Invoice Document.

604

Print Standard Exceeded/Terms on Order Listing

Now prints the standard Exceeded/Terms warnings on the Sales Order Listing report.

605

Directs: Generate Purchase Order For Deposits

When taking a deposit against a direct sale, the purchase order is now produced.

606

Input Counted Stock: Quit Message On Escaping

When the Escape key is pressed whilst entering counted stock, the user is now asked if they wish to Quit.

607

Despatch Notes: Print Total Pieces

When delivering timber products with a total quantity instead of a tally specification, the number of pieces are printed on the despatch note.

608

Order Entry: Editing Customer Part Numbers

The user is only prompted for a customer part number, if a valid record exists on the customer part number file (F8PB27) for the current customer and product code.

However, pressing the F14 key when entering quantities enables the user to enter a customer part number.

Note: This still only applies to customers set up to use customer part numbers.

609

Create Temporary Stock Records

When new stock records are created at branches (within BCT8PBE0), the stock rank is set to "T" instead of taking the default value from the company stock record.

610

Store Business SIC Code on Sales Analysis Summary

When the Sales Analysis program is in Period End mode the Business SIC code will be stored on the Sales Analysis Summary file. When the Sales Analysis program is in Report mode then the Sales Analysis Summary file will not be read when in Customer Class, Staff Number and Market Type sequences, the Sales Analysis Summary file will be read when in Business SIC code sequence. The Customer Account, Customer Area and Sales Representative sequences are unaffected by this switch. Simply, if this switch is on then PB68-CLASS will hold Business SIC which will overwrite Market Type if 8PB(47) was on and Staff Number if both 8PB(47) and 8PB(23) were on.

611

Long Length Surcharge Applicability Default Rules

When this option is toggled ON:

When adding a Sales Order Line within either Sales Order Entry (BCT8PBE1) or Sales Order Amend (BCT8PBE9), where the Sales Order Line is for a timber product that is long length surcharge enabled, by default, set the Sales Order Line's long length surcharge applicability to true, provided that one or more of the specified lengths falls within a surcharge band and the long length surcharge table's "Default Y/N" field is set to a value of "Y". Otherwise, set the Sales Order Line's surcharge applicability to false.

When this option is toggled OFF:

Whenever a timber product is surcharge enabled, the Sales Order Line will always default to surcharge applicability regardless whether any of the specified lengths falls within a surcharge band, provided that the long length surcharge table's "Default Y/N" field is set to a value of "Y". The surcharges will be charged as required and whenever appropriate.

General Note:

The Sales Order Line's surcharge applicability default may be overridden by the user within the Timber Bundle Window within Sales Order Processing.

Both the Confirm Picking (BCT8PBF6) and Confirm Despatch (BCT8PBG5) routines, only apply and recalculate the long length surcharge whenever the Sales Order Line is surcharge applicable as determined by the above functionality.

612

Comms: Stock Records - Branch Average Cost Only

When the Comms Update routine (BCT8PBD3) processes stock records (F8PB03), only the Branch Average Cost field is updated.

613

Cash Sales: Shift F6 open Cash Drawer - Supervisor

When this option is active, the ability to press Shift F6 to open the cash drawer will be limited to users who have supervisor status.

614

Extended Selling Band Window On Negotiation Panel

When this option is active, the selling band window from within the negotiation panel is extended to also show the regulators and price breaks. The F2 key enables the user to toggle between Full and Nett prices.

615

Enquiries: Disable Local Pricing

On the F1-1 Summary Enquiry, the user can toggle between two screens. One of these screens display three selling prices. If price bands 7, 8 and 9 are populated, these 'local' prices are displayed and are highlighted with an "L", otherwise price bands 1, 2 and 3 are displayed.

If this enhancement is active, local pricing is disabled and price bands 1, 2 and 3 are always displayed.

616

Enable Commodities Intrastat Report

When this switch is turned on it will enable the highly bespoke Commodities Intrastat Report (BCT8IT94.CBL) to be run.

617

Picking: Tally Spec For Back Ordered Quantities

When processing variances against tally lines in either the Picking or Delivery confirmation routines and back ordering a quantity, the user is be prompted if they wish to enter a tally specification for the back ordered quantity. This tally specification is treated as a text line and will be printed on the subsequent picking note when the back order is released.

618

Order Processing: Default To Presentation Flag 7

When this option is active the Lump Sum presentation flag 7 will become the default flag. This will allow the lump summing of a range of lines but rather than treating all the lines in the range as part of a lump sum set and creating a lump sum total line, each line will be flagged as individual lump sums with the value of each line in the range being recalculated as a proportion of the lump sum value that was entered. There will be no relation between the individual lump sum lines hence it will be possible to part pick such orders and selected lines can be copied from orders into credit/ collection notes.

619

Creation of End of Kit Text Line

When this option is active a Sales Order / Quote / Credit Note entered via Sales Order Entry that contains a Kit product will have a text line containing the words "End Of Kit" added after the last component line, indicating the end of the kit. Please note that this enhancement can only be activated if both 8PB(469) and 8PB(475) are turned off.

620

Print Kit Components on Quote Documentation

When this option is active any quotations printed that contain Kits will have all the lines that go to make up the Kit printed. This will include the Kit Header line, the "Comprising of" text line, the component products and the "End Of Kit" line should 8PB(619) be active. Prices will be shown against the Kit Header line. Please note that this enhancement can only be activated if both the 8PB(469) and 8PB(475) switches are turned off.

621

Print Kit Component Lines Only On Picking Notes

When this option is active, if a Picking Note is printed which contains Kits only the component lines of the kit will be printed as opposed to all the Kit lines. Please note that this enhancement can only be activated if both the 8PB(469) and 8PB(475) switches are turned off.

622

Print Kit Components On Delivery Notes

When this option is active any Delivery Notes printed that contain Kits will have all the lines that go to make up the Kit printed. This will include the Kit Header line the "Comprising of" text line, the component products and the "End Of Kit" line should 8PB(619) be active. Delivery quantities will be shown against Kit Component Lines. Please Note that this enhancement can only be activated if both 8PB(469) and 8PB(475) switches are turned off.

623

Print Kit Components On Collection Notes

When this option is active any Collection Notes printed that contain Kits will have all the lines that go to make up the Kit printed. This will include the Kit Header line, the "Comprising of" text line, the component products, and the "End Of Kit" line if 8PB619 is active.

Collection Quantities will be shown against Kit Component Lines.

Please Note that this enhancement can only be activated if both 8PB469 and 8PB475 switches are turned off.

624

Pack Average Cost Overnight Calculation

When this option is active Mill Order Entry does not call the recalculate Pack Average Cost routine (BCT8PB0L).

Recalculate Pack Average Cost needs to be scheduled as an overnight job to compensate.

625

Credits: Auto-hold Cash Sale Credit Notes

Cash Sale Credit Notes shall be automatically placed on hold when raised. This allows prices to be reviewed prior to the Credit Note being passed.

Price adjustment Cash Sale Credit Notes will ONLY be automatically placed on hold if the Pricebook Control "Hold Price Adj" field is ALSO set to "Y".

Options:
- 8PB214 will hold Account Customer Credit Notes as they are raised.
- 8PB341 will hold Account Customer Credit Notes as they are confirmed.
- 8PB459 is mutually exclusive with 8PB625.

626

Timber: PB67 Logging

Any routines which create or delete Timber PB67 records now call BCT8ITA5 so that any changes are logged. BCT8ITA5 can also be run to audit any exceptions.

627

Cash Sales: Kit Components - Suppress UOM and Totals

This option suppresses the printing of Units of Measure & Totals against Kit Components.

628

Credits: Show Original Order References

The original order references are held on the credit note as a text line.

629

Assembly Processing

The module provides the integration of simple 'Assembly Processing' with Sales Order Processing. The module will provide: - Assembly Build lists. - Assembly Management and Enquiries. - Certificates of Assembly.

630

Additional Product Text

When entering or amending sales orders, the user is allowed to enquire upon the existing Product End Text set up for Sales Order lines and select different text if required or add new text to the Terms and Conditions file and then use that new text.

631

Print VAT Exemption ID Code on Export Invoices

Customers who trade between Eire and other countries require an 18 character VAT Exemption ID code printed on invoices.

632

Sales Special Based On Existing Products

When an existing product is used as a template for adding specials to sales orders, the list price of the special is derived from an entered cost price and details of the product which has been used as the template. If the cost price is entered in a different currency from the "home" currency, the cost price is converted using the currency tables.

633

Multi-Currency Selling Environment

Multi-Currency selling functionality will be enabled for Multi-Currency Selling customers, using their selling currency.

Prerequisites:

A Multi-Currency Selling Environment is only enabled, if the following is also true:

1. The Sales Ledger Multi-Currency Processing Product Option (6SL030) is enabled. 2. The Sales Ledger Control Record's Multi- Currency Flag is active. 3. The Table File entry "CURR" includes all of the operational selling currency codes and currency descriptions. 4. The Table File entry "SCUR" exists. 5. All of the operational selling currency descriptions, currency rates, and currency codes have been added to the Selling Table using the Currency Rate Maintenance (BCT8PB53) routine.

Please Note: The home selling currency description, home currency rate (of 1.000000), and home currency code, MUST be added to the Selling Table as table entry 1.

All other Selling Table entries of 2 and above will be considered as alternative operational foreign selling currencies.

Provided a valid Multi-Currency Selling Environment has been enabled, then a customer will be considered for Multi-Currency Selling if:

1. They are a credit account sales customer (account type of 1); and 2. Their Export Flag is set to a value of "Y"; and 3. Their currency number is greater than a value of 1. The currency number maps to the Selling Table as defined by the Currency Rate Maintenance (BCT8PB53) routine.

Prohibited:

For Multi-Currency Selling customers, the following will not be allowed:

1. Direct sale types; 2. Telesales; 3. Cash sale conversions; 4. Timber and sheet material product sales.

634

Picking List: Don't Print Contact Details

Suppress the printing of contact details on the top of each page, therefore increasing the number of items that can be printed on each page. Use with option 8PB(128).

635

Stock Count: Allow Stock By Length Input 99999

Allows the user to input up to 99,999 pieces when inputting stock count details, for Stock by Length Products.

636

Timber: FSC/PEFC Accreditation

Provides the ability to analyse sales and receipts of specific grades of timber (FSC & PEFC).

637

Bypass Password Protection in BCT8IT31

When enabled this routine will not require the user to enter the Esprit password.

638

Order Entry Cash Sale Deposit Default

When enabled, this option will allow the Order Entry Cash Sale Deposit default to be the order value in full.

639

Special Prices: Cost Adjustment on Type 6 Prices

When enabled, a cost adjustment percentage can be applied to Type 6 (Matrix Exceptions) Special Prices.

640

Apportion Works Order Receipt Cost By m3

When apportioning the costs against the finished items, (costs = source costs plus any process costs less offcut costs), the apportionment is, costs divided by total finished M3 of all finished items times the M3 of the finished item being costed.

641

Specials: No Decimal Places

Default decimal places flag to 'N' for special products.

642

Timber: Print BOL On Invoice

The Bill Of Lading held on the Pack Record (F8PB78) will be printed against pack products on the standard Sales Invoice (Format 4). In addition the BOL is also written to the Sales Analysis Record (F8PB32).

643

Stock Take: Update of Last Stock Take Date

The Last Stock Take Date and the Balance Counted will be set to the current count details if the Stock take is cancelled enabling data to be available for reporting.

644

Order Entry: Display Customer Site Entries

When raising Quotes & Orders for customers with alternate sites, a window will display the site entries which are available for the user to select.

645

Order Processing: Allow Sell Before Cost

Product Option 8PB(90) controls a number of different SOP features. One of these features is to prevent sales order lines where cost exceeds sell price. This option will allows the cost to exceed the sell price whilst retaining the other features of 8PB(90).

646

Timber Stocks: Override Total Pieces Limit

For timber products, the total pieces and/or metres quantity limit of one-million is allowed to exceeded this recommended maximum limit.

WARNING: If this option is activated and the total quantity of pieces and/or metres exceeds the one-million limit, the accuracy of the stock quantities and values cannot be guaranteed. This feature is used entirely at the user's own risk.

647

Stock Count: Stock Take Using Bar Code Scanners

This option allows the input of counted quantity to be via Bar Code scanners, for products where the Bar Code Stock Take flag is Y.

648

Low Margin Errors: Allowed if User Has Permissions

If Low Margin Override is not enabled and this switch is on then the user is not allowed to sell lines below the low margin percentage stored on the Esprit Control record. If Low Margin Override is enabled for the user and this switch is on, the user is allowed to sell lines which fall below the low margin percentage.

649

Stock Count: Throw Page on Change of Bin Default

With this option, the default value to throw a page upon change of bin location is "N". This choice is only given to the user however, if product option 8PB(597) is active.

650

Sales order Entry: Customer Store Card Processing

Within Sales Order Entry at the acceptance of the order, a StoreCard Window is displayed allowing a StoreCard ID and StoreCard Authorisation Code to be entered, provided that the following are also true:

1. The Table File entry of "STOR" should be appropriately set up with all the available StoreCard IDs.

2. The Customer Account must be a Trade Credit (Account Type 1) that has a StoreCard Flag setting of "Y".

3. The sales order is sold as a Fast-Track sale.

4. Product Option 8PB(343) should be active to prevent the order being modified in Order Amend after the StoreCard details have been taken.

651

Split Pack Processing: Allows Pack Type Change

When enabled this switch will allow the pack type change facility when processing split packs.

652

Sales Invoicing: Capture Sales Invoice Data

When enabled, the Sales Invoicing routine will capture invoiced data in the form of two indexed files:

1. F8PBD3nn: Sales Invoice Header file; and 2. F8PBD4nn: Sales Invoice Lines file.

Where "nn" is the company number.

653

Order Entry/Quote Entry: Credit Window Display On

The Order Entry and Quote Entry programs are initialised with the F10 Credit Window switch on. The user is able to remove/display the window via the F10 Key.

654

Cash Sales: Automatic Invoicing

Completed Cash Sales & Cash Sale Credit Notes will be automatically pushed through invoicing. All updates to the ledgers; stock transaction file, sales analysis, etc will be performed immediately after the cash sale invoice or credit note has been produced.

655

Print Total Timber Volume on Picking and Delivery Notes

When this option is switched on, the Total Timber Volume will be printed on the Bottom of Type 1 Picking Notes & Type 1 Delivery Notes.

656

Quote Entry: Copy From Fixed Price Quotes

Standard Esprit will reprice a copied document when copying from a Fixed Price Quote, except when the Customer Account, Document Delivery Type, & Customer Site Code are all the same.
This option when active will allow the copying of a Fixed Price Quote to another Quote, for a different Customer Account without repricing the copied Quote.

657

Order Entry: Copy From Fixed Price Quotes

Standard Esprit will reprice a copied document when copying from a Fixed Price Quote, except when the Customer Account, Document Delivery Type, & Customer Site Code are all the same.
This option when active will allow the copying of a Fixed Price Quote to an Order for a different Customer without repricing the copied lines.

658

Left Justify Cash Sale Invoices and Quotes Headings

Re-align the heading Area left blank for the print of a customer logo from the Left side to the Right side of the document.

659

Order/Quote Entry: Copying Between Delivery Types

Standard Esprit will reprice a copied document when copying from a Fixed Price Quote, except when the Customer Account, Document Delivery Type, & Customer Site Code are all the same.
This option when active will allow the copying of a Fixed Price Quote to a Quote/Order for a different Delivery Type without repricing the copied lines.

660

Order/Quote Entry: Copying Between Site Codes

Standard Esprit will reprice a copied document when copying from a Fixed Price Quote, except when the Customer Account, Document Delivery Type, & Customer Site Code are all the same.
This option when active will allow the copying of a Fixed Price Quote to a Quote/Order for a different Site Code without repricing the copied lines.

661

Always Print Name and Signature on Cash Invoices

A line is included for the Customer to write their name and signature on cash sale invoices.

662

Quote Requests: Quote No. Inherited From Request

If active, the quotation number is inherited from the quote request rather than the next quotation number on the branch file.
This product option is intended to work with the Quote Request option - product option 8PB(211).

663

Order Entry: Prevent Overselling Obsolete Products

This option, when active, for those products marked as being obsolete against the Stock (PB03) record, will prevent the user from selling a quantity greater than the available free stock quantity. In such circumstances an error condition will occur and the user will not be allowed to continue processing for the quantity they have entered.

Individual Timber Lengths:

For timber length obsolete stocked products, where a timber specification has been entered, each individual timber length's free stock will be checked against the individual timber length quantity entered.

Stock Level Flag of "A" or "B"

If an individual timber length quantity entered is greater than its free stock quantity, a warning stock window will be displayed. The user will then have the option to F14=Allocate, but will not be allowed to Back Order. The user may also Escape back and amend the timber length quantity they have entered.

When the timber specifications are accepted, then the total quantity is checked against the total free stock quantity, and if this is exceeded, an error stock window is displayed. The user will not be allowed to continue processing for the total quantity they have entered.

Stock Level Flag of "C"

Where an individual timber length quantity entered is greater than its free stock quantity, an error stock window will be displayed. The user will not be allowed to continue processing for the quantity they have entered. The user will not be allowed to Back Order.

Note:
- The 8PB494 (Supervisor Force Allocate) option will not be allowed for obsolete products.
- Ensure that 8PB397 (Error if obsolete product) option is disabled, otherwise the above functionality will have no effect.

664

Order Entry: Sole Branch Selling

Will only allow products to be sold where the product's Sole Selling Branch is either set to zero or is the same as the sales order branch.

If the product's Sole Selling Branch is non-zero and it is not the same as the sales order branch, an error message will be displayed and the user will not be allowed to proceed with the sale of the product.

This functionality applies to sales orders, sales quotations, and sales contracts.

665

Purchase Order Entry: Allow Override of Delivery Date

The expected delivery date on Purchase Order lines is calculated for each line independently of the Expected delivery date on the Purchase order header, and is based on Product lead time, Suppliers Product Group lead time, Suppliers lead time or 14 days.

A change to the Expected delivery date on the Purchase Order does not affect the delivery date on the lines.

If this option is switched on the delivery date on the Order Header will be cascaded down to the lines.

666

Not Used

-

667

Retain Supplier Details From Copied Document

When creating a Direct Order by copying from a Order, Quote or Contract, the Supplier has to be entered.

With this option enabled, when copying to a Direct Order from either a Direct Order or a Direct Quote, the details of the original Supplier will be displayed. The user can then Accept or Change to a new Supplier. When copying from a Direct Contract the Supplier is always copied, no option to change the Supplier is permitted.

668

Order Entry: Text Line On Direct Orders

With this option enabled, when adding a F2 Text line to a Direct Order the user will specify whether the line is to be Printed on Sales documents, Purchase documents or Both. If the user specifies Purchase only, these text lines will be suppressed on any Acknowledgement, Quote, Contract or Sales Invoice document. If the user specifies Sales only, these text lines will be suppressed on any document sent to the Supplier. All text lines will appear on both Sales & Purchase Order enquires. When copying a new Direct Order from an existing Direct Order which includes text lines specified as Sales, Purchase or Both, the new Order will retain the original indicator.

669

Directs: Show Gross Price and Terms On Purchase Order

With this option enabled, when printing the Purchase Order document for a Direct Order the gross price and discounts, if they are available, will be printed on each order line, otherwise the nett price will be shown. Before this option is enabled run BCT8ITE6 to correct the Cost Terms for existing Direct Purchase Orders.

670

Contracts and Directs: Multi Call-off Documents

If product option 8PB(376) is active, this product option will ensure the acknowledgement and purchase order documents are no longer suppressed.

671

Direct Contracts: 'Bulk Purchase Order' Document

When this option is on if a Direct Contract is raised a separate sequence number will be used and the document printed will be headed 'Bulk Purchase Order'. When Direct Sales Orders are raised against this contract the resulting Purchase Order will be called a 'Bulk Order Call-off' and will refer back to Direct Contract by printing the Contract number and Call off number, ie, 1/500001/01, 1/500001/02 etc. In order for this option to work correctly 8PB151 must also be on.

672

Quote Document: Do Not Print 'Pro-Forma' Heading

With this option enabled, when printing the Quote document for a retail Customer and 8PB018 is on do not print the ' Pro-forma Invoice ' heading on the document.

673

Selling: Prevent Mix of Special and Normal Products

When enabled, this option will prevent the mixing of F4 Specials and Normal Products on all Non Direct documents.

Before using this option, BCT8ITF0 should be run with a menu toggle of "HDR" to initialise the product types flag on the Sales Order Header & Quote Header files.

674

Selling: Auto Create Purchase Orders For Specials

When a special is added to a new or existing sales order purchase orders are automatically created.

This option should NOT to be used if 8UG(005) is already active.

If specials are not back-ordered, product option 8UG(008) will also need to be activated.

675

Selling: F2 Text Lines On Special Products

When tagging F2 Text Lines, to F4 Special Lines, the user will specify whether the line is to be printed is to be printed on Sales documents, Purchase documents or Both.

If the user specifies Purchase only these text lines will be suppressed on any Acknowledgement, Quote, Contract or Sales Invoice document.

If the user specifies Sales only these text lines will be suppressed on any document sent to the Supplier.

Product Option 8PB(567) should be active to prompt if F2 Text Lines are to be tagged.

676

Not Used

-

677

Quote Requests: Reduced Key Strokes

If active, the Job Description and Quote Type fields are defaulted to values held on the Price Book Control file and the F8 key is available at the Site Code field to bypass entry of these fields.

Selecting "Y" at the 'Convert to Quote' prompt takes the user direct to the Quote Header screen rather than the 'Convert, Transfer, Follow Up' prompt.

The 'Follow Up' date defaults to the next working day.

This option should be used in conjunction with product options 8PB(100) & 8PB(211).

678

Quotations: Print Contact/Callback on Layout 3

If active, the "Contact/Call Back" details are printed on Quote Layout 3.

679

Sales Invoicing: Optionally Fax or Email Documents

Where the selected output destination is Fax, a call is made to the new Contact Maintenance routine (BCT6OF70) to determine if the customer for each invoice, has a contact with either an Email Address or a Fax Number set as the default for Sales Invoices.

If the customer has a contact with a Fax Number flagged as the default, the invoice will be faxed to that number.

If the customer has a contact with an Email Address flagged as the default, the invoice will be emailed to that address.

Note: For this functionality, the device name on the user record (F6OF16) should be set to a line number or "PRN".

680

Deposit Document Heading, 'DEPOSIT RECEIPT'

The above heading will always be printed on the Cash Sale Deposit Document, this will happen even if the deposit paid covers the full amount due.

681

Picking: Back Order Default For Timber Length/Tally

When picking Timber Length or Tallied products, if the quantity picked is less than the allocated quantity the Back Order Y/N field is set to a default of Y, prior to this field being input by the user.

When this option is switched on the Back Order Y/N field will be set to a default of N.

682

Not Used

-

683

Invoicing: People Who Bought This, Also Bought...

Invoicing will pass a List of Associated Products from each invoice processed, to a new SQL table via a Web Service to support the 'People Who Bought This, Also Bought These Products' function.

684

Stock Valuation: FIFO Costing

When active, the system will maintain a '10 bucket' FIFO receipts file in order to capture FIFO costs. As stock is received, the most 'recent' bucket is updated. As stock is sold, it is taken from the 'oldest' buckets first and the FIFO cost of this stock is used when calculating the GPM.

685

Order Entry: Carriage Charges Based On Order Value

Negative stock will be displayed as zero in Sales Order Processing.

Note: At present this only applies to Web Based Ordering.

686

Order Entry: Carriage Charges Based On Order Value

Allows the user to maintain a carriage charge bands' table of up to twelve individual carriage charges based upon order values (excluding VAT).

Each customer has a 'Subject To Carriage Charges' field that will indicate whether carriage charges will apply.

Provided that the customer is subject to carriage charges, the order type is either delivered or direct, and the order value falls within one of the carriage charge bands, then the appropriate carriage charge value will be obtained and presented to the user upon completion of the order.

The user may optionally decide to reject the carriage charge, change its value, or accept the carriage charge that is automatically obtained.

Note:

1. Free of charge orders will not be subject to any carriage charges; 2. Where the carriage charge bands' table record has not been set up, it is assumed that carriage charges do not apply; and 3. If this functionality is enabled, it will supersede the standard fixed haulage functionality.

687

Pricing: Product Group Discount Matrix Pricing

The existing Price Group Discount Matrix Pricing functionality will be extended to additionally allow Product Group Discount Matrix Pricing.

The existing Price Group Matrix Exception (Type 6) Special Prices will additionally now allow Product Group Discount Matrix Exception Special Prices.

The Product Group Discount Matrix price will then be considered when determining the best price.

The Shelf Edge Labels, External Price List, and Discount Matrix Reports will include the appropriate functionality that incorporates the Product Group Discount Matrix.

688

Directs: Auto Invoice Directs After PIR

If active, upon passing a Direct Purchase Invoice in PIR, the user will be prompted if they wish to automatically generate the corresponding Sales Invoice.

689

Order Entry: Delivery Address Confirmation

Upon completing a Sales Order the user will be forced to confirm the Delivery Name and Address has been entered.

690

Despatch Notes: Specific Layout For Aldridge

Specific Despatch note layout for Aldridge, with set area for headings, lines etc. This document is printed on a dot matrix printer onto pre-printed Stationary.

691

Despatch Notes: Print Product Waste Details

Print the details of the Product waste totals, which are broken down into specific areas, these totals are printed at the end of the document. This option is specific to Aldridge.

692

Order Entry: Premium Delivery Charges

Premium Delivery Charges functionality will be permitted within sales order entry provided that the customer account is set up to use them.

693

Order Entry: Insufficient Stock Alternatives Only

The available alternative products pop-up window will only be shown whenever an insufficient stock condition occurs.

694

Order Entry: Check For Duplicate Cust Ref Cred Accs

References provided for sales orders must be unique for each customer. Run CNV8P BK7 to (re)create the cross reference file.

695

Order Entry: Show Document Creation Date and Time

For sales orders and sales credit notes, show the document creation date and time.

696

Order Entry: Check For Duplicate Cust Ref Cash Accs

-

697

Order Entry: Cust Ref Formatting

-

698

Cash Sales, Bypass Pro-Forma, Use With 8PB384

This option is to allow the processing of Cash Sales for delivery by alternate branches to behave as per Normal Cash Sales Orders rather than being flagged as 'Pro Forma' status.

This option can only be used if 8PB384 is on, and 8PB384 cannot be switched off if this option is active.

699

Default Discount Matrix Break Band To True

The default for created Discount Matrix records will default to true. Pricing will also assume this default is true.

700

Cash Sales: Suppress Deposit and COD Invoice Docs

If active, an a Cash Sales Order is processed as either a Deposit or COD, the Deposit/COD Invoice Document will be suppressed.

701

SOP: Duplicate Product Handling

If this option is enabled, the user will be prevented from adding duplicate product lines to SOP documents.

702

Document Printing: Picking/Despatch Print Control

If active, and 8PB384 is active, when the user generates Picking or Despatch notes which are to be processed by the user's Home/Terminal branch, then the destination of the document will be controlled by the user's IO Control record. When Picking or Despatch notes are generated for a remote branch then the print destination will be set from that branch's 'Issue Branch Printer'.

This option can only be used if 8PB384 is on, and 8PB384 cannot be switched off if this option is active.

703

Stock Adjust: Do Not Allow Negative Physical Stock

If this flag is active an error will be returned to the client if a Stock Adjustment would make the branch physical stock negative, and the adjustment would not take place.

If not active this will allow a Stock Adjustment to make the branch physical stock negative.

704

Not Used

-

705

Credit Authorisation: Only When Order Is Completed

No Credit Checks will be performed at the start of Order Entry meaning lines can be added to Sales Orders for Customers who are over their Credit Limit without the user needing to allocate a release number until the order is completed.

If you wish to disable Credit Checking upon the parking of orders, product option 8PB449 should also be enabled.

706

Order Entry: Use Customer Home Branch As Default

When raising Orders, Credits, Quotes or Contracts, the branch will default to the Customer's Home Branch.

707

Order Entry: Default Sales Rep With Staff Code

The 'Sales Rep:' field by default will be populated with the 'Staff Code:' value where a corresponding Sales Representative exists against the 'REP' Table File.

Where a corresponding Sales Representative does not exist against the 'REP' Table File the 'Sales Rep:' field will default to the Sales Representative held against the selected Customer Account code.

708

Cash Sales: Next Invoice number For CODs

When raising "Cash On Delivery" Orders, the next Invoice Number in sequence will be assigned to the Sales Order in order it can be printed on the paperwork. By default, the Invoice Number is normally only allocated to such orders when the COD is recalled after delivery of the goods and payment is entered to complete the order.

Important: Prior to this product option being activated, the new Invoice Number field will need to be initialised across all existing Sales Order Header records (F8PB11).

709

Despatch Notes: Specific Layout of KJ Plumbing

-

710

Special Prices: Automatically Set Absolute

-

711

Not Used

-

712

Not Used

-

713

Not Used

-

714

Route Planning

Switch Route Planning Functionality On/Off.

715

Credit Authorisation: Order header bypass

This option prevents prompting of a Credit Authorisation Code, either when adding a Sales Order header or when Parking a Sales Order.

716

Certificate of Conformity

A Certificate of Conformity (COC) will be created after the Despatch Note is printed for those Customers who require this document.

717

Supplier Pricing

Enable (and disable) Supplier Pricing and Supplier Plating features.

718

Sales Orders: Force manual entry of Required Date

If this option is enabled, rather than the system entering a default date based on system settings, the user is forced to enter the (a) Required Date when entering Sales Order and Credit Note header details and (b) Lapse Date when entering Sales Enquiry/Quote/Sales Contract header details. A warning is generated if the user tries to proceed without entering the date.

719

Buyer's Address: Always use Primary Customer Address

If this option is enabled, when a Sales Order is raised for a Customer Site (i.e. a site which is not the parent Customer account) the Delivery Address and Invoice To address will be set to that of the parent Customer account rather than the Customer Site.

720

PDF Picking Notes: Suppress Back Order Lines

Enable (and disable) the printing of Back Order lines on standard Picking Notes.

721

PDF Parked Picking Notes: Suppress Back Order Lines

Enable (and disable) the printing of Back Order lines on Parked Picking Notes.