ManEx KB

1. Fields & Definitions for SO Mgmt

1.1. Sales Order Tab

Sales Order Tab field definitions

	Depressing this button will display the complete history of all changes made to this order. It will list the Date/Time of Change, By User, SO Total at time of change, and List of Changes recorded. The following changes are recorded when a sales order is saved, if a new sales order is created, or if an existing sales order is edited. For the header level - Customer PO#, Billing and Shipping Address changes, SO status changes, Approved and acknowledge status changed, Acknowledge document name changes, recognizes if notes have been changed (SO Note, SO Acknowledgement Footnote), but will not record the differences between them. This will be the users responsibility to record and track the modifications within the note fields. For the detail level - New item, removed item, quantity changes, status for the item changes. For the schedule level - New/removed schedule line, qty scheduled, date scheduled. For the price level - New price line, removed price line, price description, price, sales type.
Sales Order	This is the number assigned to the Sales Order.
Order Date	This is the date of the Sales Order.
Customer	This is the Name of the Customer.
SO Status	This is the status of the Sales Order, Open or Closed.
	The main purpose of this button is to link a scanned copy of the signed acknowledgement from the customer to the SO for records, so you have proof linked right to the sales order that it was acknowledged by the customer.
Buyer	This is the name of the Customer’s purchasing agent.
Customer PO	This is the Customer’s Purchase Order Number.
SO Approved	This field will only be displayed on this screen if the "SO Approval Required" box is check within the Sales Order Defaults & Sales Discount Type module.
Order Ack	A check in this box means the Customer’s Purchase Order has been accepted by the user. Below the check mark is the date of acknowledgement and the initials of the user who acknowledged the Customer’s Purchase Order. Note: Without this check mark, the order can’t go forward in the system.
Last Modified by	This will display the date and initials of the last person that made changes to the Sales Order
Ln	The Sales Order Line Item Number.
Part Number	The number the user has assigned to the part or product.
Rev	The revision number pertaining to the part number.
Class	The classification to which the part number belongs.
Type	The type within the classification to which the part number belongs.
Description	The description of the part number.
Ord Qty	The quantity of that part number ordered by the Customer.
Back Order	The un-shipped portion of the part number.
Shipped Qty	The amount of the order already shipped.
UOM	Unit of Measure.

Reserved Qty	The amount of the part which has been reserved for THIS Sales Order. This means that no other order can ship the amount reserved. If you enter a number in this field, the following selection screen will appear:
	Select one location from the list. If a part is reserved in SO, and also reserved to a project that's linked to the SO, the system should pick the parts that are reserved by the SO first, if not enough to ship, then take the parts that are reserved by the project.

Extended	If the Pricing Screen has been filled in, this will be the amount that the user will charge the customer for this line item.It is the sales quantity multiplied by the price for 1 unit.
Project Number	Select a Project number from the pulldown if this record is to be associated to a project. To remove the Project number, right click on the field. If parts are allocated to a project and the project is selected in SO for the SO item, when the part is shipped, those allocated to that project parts will be available to be shipped. After the project is selected in SO, the new created WO will link to that project.
Line Status	This is the status for the line item highlighted on Sales Order: (Standard; Priority-1; Priority-2; Admin Hold; Mfgr Hold; or Cancel) The system defaults the line item to Standard. Standard is the ordinary Sales order line item status. Priority is set up as a make ahead of all other orders, Priority-1; being the most important and Priority-2; the second most important. Admin Hold is an order on hold due to customer credit, etc (this will NOT interfere with the kitting or production but WILL prevent shipping). Mfg Hold will NOT interfere with the kitting or production but WILL prevent shipping. The user may put orders on Admin or Manufacturing Hold without affecting MRP. If user wants to prevent MRP from giving Release WO demands for line items with Admin or Mfgr Hold status they will need to check the MRP on hold checkbox.
MRP On Hold	This option gives the users the ability to turn OFF the function of the Sales Order line item driving the demands for the MRP and just use Work Order for buying components. If this box is checked on the SO, MRP will instruct you to cancel all open PO(s) for the components needed for this SO and to cancel any WO demands linked to this SO. There is an option in System Setup/Sales Order Defaults that will automatically check the box when adding a SO Line item. When using the system in this mode if you create a WO Manually, the MRP will tell you to cancel the WO since there is no SO demand. This can be solved one of two ways: Use the MPS module(Forecast) or Open/create Firm planned WO's so the MRP will not keep instructing you to cancel the order. This is a perfect solution for customers who wants to build products based on forecast or promised to maintain certain amount of FGI in inventory. They can use the MPS module to accomplish this and use the SO to ship products from FGI inventory.
SI	(Source Inspection) This field has been added for future use. It is not linked to any other modules at this time.
FA	(First Article) This field has been added for future use. It is not linked to any other modules at this time.
Fcst Item	The Forecast checkbox is defaulted as True whether or not there actually is a forecast. By doing this, we minimize the possibility of the MRP double ordering parts for the SO. If there is a forecast, then the SO will be subtracted from it. If there is NOT a forecast, the SO will drive MRP as usual. Users can change to un-checked in the Sales order/Work order if desired.
SO Amount	The sum of the Extended column.
Primary Tax	The Primary tax pertaining to the sale. If foreign tax is checked in the Customer Information module.
Secondary Tax	The Secondary tax pertaining to the sale. If foreign tax is checked in the Customer Information module.
Tax	The total tax pertaining to the sale.
Discount	The sales discount allowed to this customer.
SO Total	The total of the Sales Order.This is adding the Tax to and subtracting the Discount from the SO Amount.

For the line item highlighted:

Depressing this button will bring up the the following message:

This message is for a MAKE part only. This message will display the Longest Lead Time based on the following:

Component Purchase Lead Time 1 week (5 days)

Product Kitting Lead Time 2 days

Product Production Lead Time 3 days

Total Sales Order Lead Time 10 days

Note: The SO lead-time does NOT calculate the purchase lead-times of buy parts associated to sub assemblies. It will consider the kitting and production lead-times of the make part itself along with any buy components on the top level assembly in calculating the longest lead-time. The system assumes that the sub-assembly is complete at the time your kitting it for the top assembly.

Depressing this button will bring up the following screen.

For the Work Order number highlighted, the WIP quantity, due date, status and the Work Center location will display.

FGI Qty

This is the quantity currently on the floor ready to ship.

Depress this button to add a note for the line item highlighted, this note is for internal use only. This note will be printed on the Sales Order Acknowledgement report but will NOT be printed on Packing List or Invoice. This note will be displayed on screen when viewing the Packing List and/or Invoice.

Directive Buttons:

	This button starts the process to add a product (assembly) to the order.
	This button starts the process to add a part to the order.This represents inventory which the user has purchased for the purpose of re-sale.
	This button starts the process to add a miscellaneous charge to the Sales Order.
	See Article #1138 for more detail
	See Article #1138 for more detail
	This button will delete the line highlighted.
	This button starts the process to create a Work Order from the Sales Order screen for the line item highlighted.

1.2. Schedule Tab

Schedule Tab field definitions

Customer	The name of the customer.
Ln	The Sales Order Line Item Number.
Part Number	The number the user has assigned to the part or product.
Rev	The revision number pertaining to the part number.
Class	The classification to which the part number belongs.
Type	The type within the classification to which the part number belongs.
Description	The description of the part number.

Delivery Schedule Section:

Due Date	The date the assembly is to be received by the customer.
Ship Date	The date the assembly is due to the shipping department.
Commit Date	The date the product is due to the customer
Shipped Qty	The amount already shipped.
Scheduled Qty	The amount to be completed by the indicated due date.
Total	The sum of the scheduled column and the sum of the shipped column.

Buttons:

	To add a line to the schedule.
	To delete the highlighted item.

Auto Scheduling Section:

1^st Due Date	This is the 1^st date due to the Customer.
Delivery Qty	The Delivery Qty screen allows the user to divide the shipment into multiple deliveries of equal parts. For example, if the order is for a total of 100 pieces, and the customer wishes delivery to be at the rate of 10 units each day, then the delivery quantity should be entered as 10.
	The next box allows the user to select the delivery intervals. The options are by day (DY), week (WK) (7 calendar days) or month (MO) (30 calendar days) days. After selecting the delivery interval, pressing the SAVE button creates a line for each delivery date in the sequence requested. Note: In using the term Weekly and Monthly, it doesn't matter what the holidays or what the weekends are (i.e. that they are not excluded from the total time of a week or month), but are considered when the final date is calculated.
	This is depressed if the user wants the system to set up the scheduling using the Delivery Schedule Default Days which are setup in the Delivery Schedule Default Setup module.
Transit Days	This is the number of days from the user’s dock to the Customer’s dock. This will default in from the Customer Information module. If the Customer transit days are blank or zero in the Customer Information module then the system will take from the Delivery Schedule Default Setup module.
Order Qty	This is the total order for the line item.
Balance	This is the quantity unshipped as of this date.

1.3. Pricing Tab

Pricing Tab field definitions

Customer	The name of the Customer.
Ln	The Sales Order Line Item Number.
Part Number	The number the user has assigned to the part or product.
Rev	The revision number pertaining to the part number.
Class	The classification to which the part number belongs.
Type	The type within the classification to which the part number belongs.
Description	The description of the part number.

Price Markup

This information defaults in from the Sales Price List Information module, the percentage markup for the line item. This field is NOT editable within the Sales Order Mgmt module.

Customer Sales Discount

This information defaults in from the Customer Information module, the sales discount allowed the customer.This field is NOT editable within the Sales Order Mgmt module.

Commissions Note: For this information to be displayed on the SO user MUST also have Rights to the Sales Rep Information within the Security module.

NOTE: The Sales Commission information was added to the system to allow our users to create their own customer commission reports based on the information that is stored within the tables. I would suggest that you consider using Crystal Reports to design the desired Commission report that would best fit your company, using the information stored within the ManEx tables.

Sales Rep	A list of Sales Representatives Names that get a commission from this product. The Sales Rep(s) MUST be setup in the Sales Rep Information module.
Amount Each	The amount of commission from this product
	Depress this button to add a Representative
	Highlight a Sales Representative on the list and depress this button to remove their name from the list
	Total amount of commission for this product

Description

The description of the line item.

Quantity
The quantity ordered.

Price
The price per unit of this line item.

Extended
This is quantity multiplied by the price.

Totals
This is the sum of the Extended column.

Sales Type
This is the Sales Type as defined in Article #143 . This information is critical if accounting is installed, because the sales type references the General Ledger account number for the sale.

The 1^st account number is the sales number, the 2^nd is for the applicable Cost of Goods Sold account number.

Tax
If this box is checked, the sale is subject to tax. This will default in from the Customer Information module if the Taxable box is checked. NOTE: If the Taxable box is NOT checked in Customer Information but there is tax setup in the shipping info for the customer you can check this tax box for a specific Sales Order line item.

Lot
If a price is to be assessed as a lot charge rather than as a cost per unit charge, then the user may check (by clicking) the Lot box at the right of the screen. This will take the unit cost as a lot charge for the item without extending the units by the price. This may be used if a flat fee is charged for a number of parts.

	Depressing this button will allow user to enter additional charges for the product above. These charges may carry a different unit price, and may be of any description. As the information is completed, the total cost for the line item is carried to the bottom of the box, to be validated with the customer’s purchase order. A Non-inventory line added on this screen will be invoiced on the first shipment made for this sales order.
	Depressing this button will delete the highlighted line.
Total	The grand total of the complete sales order

1.4. WO List Tab

WO List Tab field definitions

Customer	The name of the Customer.
Ln	The Sales Order Line Item Number.
Part Number	The number the user has assigned to the part or product.
Rev	The revision number pertaining to the part number.
Class	The classification to which the part number belongs.
Type	The type within the classification to which the part number belongs.
Description	The description of the part number.
WO Number	This is the number assigned to the Work Order for the assembly of the product.
W/O Due Date	This is the date that the Work Order is due to be completed.
Build Quantity	This is the quantity to build by the date indicated.
Back Order	This is the un-shipped quantity.
Work Center	For the Work Order highlighted, this is the current work center location.
Quantity	This is the quantity of the Work Order currently in the Work Center.

1.5. Billing Tab

Billing Tab field definitions

Customer	The name of the Customer.
Bill To	The Billing address of the Customer.
Credit Status	The Credit Status the Customer has with the user.
Credit Limit	This is the limit the user has for the Customer.
Accounts Receivable	The balance the Customer has in the user’s Accounts Receivable Aging.
Open Orders	This is the sum of all other Open Sales Orders.
Credit Available W/O Ord	This is the net credit available after subtracting A/R balance and the sum of the other open Sales Orders from the Credit Available.
This Order Balance	This is the total amount of this Sales Order.
Credit Available W/Ord	This is the credit available to the customer after considering this Sales Order. Note: If the user has selected to hold any shipment over credit limit at the time of the packing list creation, only a supervisor password can release the shipment.The hold at shipment selection is found in the Accounting Setup for Accounts Receivable.(Please refer to the Implementation – Accounting manual.)
Credit Note	This section contains any notes regarding the Customer’s credit. This field is for internal use only and will NOT be displayed when printing Packing List or Invoice.

1.6. Shipping Tab

Shipping Tab field definitions

Customer	This is the name of the customer.
Ship To	This is the Customer’s Ship To address.
Attention	The name of the Customer’s Contact to whom the shipment will be directed.
	Depress this button to Change the Ship To Address
Terms	This is the Payment Terms
FOB	This is the point where title passes
Ship Via	The is the name of the carrier.
Cust Account No	This is the Customer’s account number with the carrier.This would be used where the customer paid the carrier directly for the shipment.
Delivery Time	The is the time by which the shipment should be at the Customer’s address.

1.7. Notes Tab

Note Tab field definitions

Customer	This is the name of the customer
Sales Order Note	Add special notes that pertain to this sales order only. This note is for internal use only and is not intended to print on Packing List or Invoice.
Sales Order Acknowledgement Footnote	Add special notes that you want to print on the sales order acknowlegement. This note will only print on the Sales Order Acknowledgement report, but will NOT be printed on the Packing List or Invoice.