The following screens show some of the extra features provided by the Extended Order Entry screen:

Transcription

1 SmartFinder Orders Extended Order Entry Extended Order Entry is an enhanced replacement fr the Sage Order Entry screen. It prvides yu with mre functinality while entering an rder, and fast access t rder, custmer, and item infrmatin. The fllwing screens shw sme f the extra features prvided by the Extended Order Entry screen: Sage Order Entry screen TaiRx Extended Order Entry screen Click the fllwing links fr details n each Extended Order Entry feature: SmartFinder Orders Find rders quickly fr a custmer. SmartFinder Custmers Find a custmer quickly frm a name, descriptin, phne number r address. Item Finder (SmartFinder Items) Find an item quickly frm partial wrds. Shw additinal item clumns such as price, quantity and cmments. SmartFinders prvide fast, brwser-like search capabilities t lkups n the PO Entry screen. The SmartFinder searches mre fields than the Finder and searches in all text fields at nce. Fr example, search fr Seattle if yu think that the vendr r cntact is in Seattle. Custmer Inquiry (buttn left f the custmer name field) prvides cmplete custmer data, including receipts, refunds, rder, invices, IC cntract pricing, ship-t addresses, etc. using the TaiRx Extended Custmer Inquiry windw instead f the Sage Custmer Inquiry screen. Margin and Recent Cst Clumns Add 4 margin and markup clumns t the item display grid. Click n a buttn t display margin and markup fr the whle rder. Edit Kit Details Cnfigure kits in an rder withut cluttering up master kit definitins. Add items, delete items and mdify quantities. Chse whether r nt t re-calculate the unit price. Quick Frms Printing Print a number f rder-related frms, withut psting an rder r navigating t anther windw. Print Picking Slips Fast Streamline the printing f picking slips, in situatins where large numbers f these are t be printed as quickly as pssible. Quick PJC Entry Cntract, Prject and Categry cdes will default t the previus line's entries when inserting new lines. Create Purchase Orders in a flexible and rbust way, previewed and with many ptins. Ship by Picking Sequence Enter quantities picked fr a large number f items in picking sequence rder. Order frm Histry Add t new rders fr a custmer based n previus rders. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

2 SmartFinder Orders Item Quantities Display quantities available at ther lcatins r in ther cmpanies while entering an rder. BOM r Kit - Use as Default Use the default number when a BOM r Kit is added t an rder. Update Order Change Kit and BOM numbers, Expected Ship Dates, Item Prices, Addresses, Deliver By Date. Cmmit and Uncmmit quantities. Substitute ne item fr anther. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

3 SmartFinder Orders SmartFinder Orders Click the Order Number buttn t pen the SmartFinder fr searching rders. Enter part f a name r address (r rder descriptin r reference) and click the Find buttn. Duble-click the rder t select it and return yu t the Order frm. Search: Enter ne r mre wrds r wrd fragments in the entry field t search multiple tables and fields. Yu can filter by rder type and include cmpleted and n-hld rders. Search returns recrds which cntain the search string in any f the searched fields fr example, ne recrd may have Ryal in the name, where anther may have it in the address field. Bth will be displayed. Using multiple wrds in the search? Enter "300 Main" and the search will find entries "300 Main Street" as well as "123 Main Street, Suite 300". Searching fr a phne number? Enter the phne number segments separated by blanks. Enter " " and the search will find "(451) " as well as "(408) ". Nte: All f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr Rss Blvd, yu will nt see an rder where Rss is in the Custmer Name field and Blvd is in the Address 1 field.) Addresses (e.g. the Bill-T addresses) are treated as a single field. Display: The tp grid displays the rders matching the search criteria. Duble-click t select an rder. The bttm grid displays the details f the rder highlighted in the tp grid. Click the Bill-T Address clumn heading r duble-click the address t launch Ggle Maps with the bill-t address. Yu can als check the lcatins f Ship-T addresses. Duble-click addresses (such as the Bill-T Cntact ) t create new s. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

4 SmartFinder Custmers SmartFinder Custmers Click the Custmer Number buttn t pen the SmartFinder fr searching custmers. Enter part f a name r address (r cntact phne r address) and click the Find buttn. Duble-click the custmer t select it and return yu t the Order frm. Search: Enter ne r mre wrds r wrd fragments in the entry field t search multiple tables and fields. Yu can filter t retrieve active custmers nly and active ship-t lcatins nly. Search returns custmers and ship-t lcatin recrds which cntain the search string in any f the searched fields fr example, ne recrd may have Ryal in the name, where anther may have it in the address field. Bth recrds will be displayed. Using multiple wrds in the search? Enter "300 Main" and the search will find entries "300 Main Street" as well as "123 Main Street, Suite 300". Searching fr a phne number? Enter the phne number segments separated by blanks. Enter " " and the search will find "(451) " as well as "(408) ". Nte: All f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr Rss Blvd, yu will nt see a custmer where Rss is in the Custmer Name field and Blvd is in the Address 1 field.) Addresses (e.g. the Bill-T addresses) are treated as a single field. Display: The tp grid displays the custmers matching the search criteria. Duble-click t select a custmer. The bttm grid displays the ship-t lcatins that match the search criteria. Nte that the ship-t lcatins may nt be related t the custmer recrds displayed in the tp part f the screen. Ship-t lcatins appear nly if they cntain the search string. Click the Address clumn heading r duble-click the address t launch Ggle Maps with the bill-t address. Yu can als check the lcatins f ship-t addresses. Duble-click addresses (such as the Bill-T Cntact ) t create new s. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

5 Item Finder (SmartFinder Items) Item Finder (SmartFinder Items) Click the Item Finder buttn under the item grid t pen the SmartFinder fr items. The Item Finder prvides a selectin grid with clumns such as price, quantity (current lcatin), quantity (all lcatins) and cmments. Often, Order Entry users select between similar items based n these clumns. The item price is the quantity zer price fr that custmer. The Item Finder als displays all clumns that are in the standard Sage Finder. Selecting an item inserts a new rw int the rder entry grid. The Item Finder prvides 7 search ptins: Search (mst cmmn ptin) t search fr wrds r wrd fragments in item text fields (item number, item descriptin, structure cde, categry, price list, picking sequence, and cmments). This search wrks like the Order Number and Custmer Number SmartFinders. Shw All Recrds t select items frm all item recrds based n ranges f Item Number, Structure Cde, Categry, and Accunt Set Cde and n item Status. Yu can als specify additinal selectin criteria using mre item fields. Item Number t select items using part f the item number. Yu can refine yur selectin based n ranges f Item Number, Structure Cde, Categry, and Accunt Set Cde, select items by item status, and specify additinal selectin criteria using mre item fields. Descriptin t select items that begin with r cntain a string f characters. Yu can refine yur selectin based n ranges f Item Number, Structure Cde, Categry, and Accunt Set Cde, select items by item status, and specify additinal selectin criteria using mre item fields. Structure Cde t select items with structure cdes that begin with r cntain a string f characters. Yu can refine yur selectin based n ranges f Item Number, Structure Cde, Categry, and Accunt Set Cde, select items by item status, and specify additinal selectin criteria using mre item fields. Categry t select items in categries that begin with r cntain a string f characters. Yu can refine yur selectin based n ranges f Item Number, Structure Cde, Categry, and Accunt TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

6 Item Finder (SmartFinder Items) Set Cde, select items by item status, and specify additinal selectin criteria using mre item fields. Accunt Set Cde t select items with cdes that begin with r cntain a string f characters. Yu can refine yur selectin based n ranges f Item Number, Structure Cde, Categry, and Accunt Set Cde, select items by item status, and specify additinal selectin criteria using mre item fields. The Search ptin (mst cmmn ptin): Select Find Items by Search. (Nte that the search ptin defaults t the last chice used.) Enter ne r mre wrds r wrd fragments in the next field t search multiple tables and fields. Yu can filter fr Active items nly. Search returns items and custmer item numbers that cntain the search string in any f the searched fields fr example, ne recrd may have Desk in the Descriptin field, where anther may have it in the Cmment 1 field. Bth items will be displayed. Nte: If using the Search ptin, all f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr desk lamp, yu will nt see an item where nly desk is in the Descriptin field and nly lamp is in the Cmment 1 field.) The screen belw shws Desk Lamp in the descriptin f ne item, and Desk Lamp in the cmments f the secnd ne s bth appeared. Display: The tp grid displays the items matching the search criteria. The bttm grid displays the custmer item numbers fr the item selected in the tp grid. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

7 Item Finder (SmartFinder Items) Click the Qty. Available clumn t see the lcatin details, with the quantities n hand, n purchase rder and n sales rder. Yu can drill dwn further n these quantities. Selectin: Duble-click an item in the tp grid t select and enter the vendr n the purchase rder. Duble-click a custmer item number in the bttm grid t enter the item number and the custmer item number int the rder frm. Selecting clumns t display in the Item Finder Chse File > Settings in the Item Finder windw t change clumn settings. The current clumns that are displayed appear in the right-hand clumn. Highlight clumns that yu want t add in the left-hand clumn and click the Include buttn. All f the pssible clumns are shwn belw. Nte that ptinal and calculated fields are als available fr inclusin fr example Item s Clr and Qty. Available fr Sale. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

8 Custmer Inquiry Custmer Inquiry The Custmer Inquiry buttn displays the TaiRx Prductivity Tls Custmer Inquiry screen a cnvenient way t view all data related t the custmer. Each tab fcuses n an aspect f the custmer s data. Yu can als lk up details fr ther custmers while yu are n this screen. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

9 Margin and Recent Cst Clumns Margin and Recent Cst Clumns Knwing item and rder margins is imprtant when margins are cnstrained cntractually r when the mst recent cst may be used rather than a price list. Extended Order Entry saves yu time by displaying margin and cst data n the rder entry screen. Item margin and cst infrmatin in the rder grid Extended Order Entry's line detail grid includes 4 additinal clumns fr margins and csts: Margin Percent Markup Percent Margin Amunt Mst Recent Unit Cst (based n P/O receipts). These 4 clumns are als displayed when using the Order frm Histry functin - n the Orders tab in the detail line grid. Nte: Users must have Order Entry Item Cst Inquiry rights in rder t see the margin clumns. Order margin infrmatin Click n the Order Margin buttn (belw the item quantities) at any time t see the margin n the rder as a whle. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

10 Edit Kit Details Edit Kit Details Sme businesses have kits that change with almst every rder, and it is impractical t have each variatin be a different kit number. Edit Kit Details prvides a way t edit kit details right inside an rder withut creating new kit numbers. Yu can add r delete items and change item quantities. Yu can als edit detail line ptinal fields. The unit price n the rder detail line can be recalculated and entered int the detail line. T change kit details: Click the Cmpnents buttn n the Extended Order Entry screen. Click Yes when the cnfirmatin message appears t change kit price, ptinal fields, quantities, and t add r delete items. Click N t change weights, lts r serial numbers. Imprtant Nte #1: The TaiRx cmpnents frm is used t change quantities, add items r delete items. The Sage 300 cmpnents frm is used t change weights, lts r serial numbers. If the item has been shipped, the Sage 300 frm will be displayed. Edit the unit price f the kit at the tp f the frm. Edit ptinal fields infrmatin fr the kit in the tp grid. Change the quantity rdered fr kitting items in the bttm grid. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

11 Edit Kit Details The unit price fr the kit is autmatically recalculated as yu change cmpnents, and the resulting calculatin may represent a new Unit Price fr the kit as a whle. If necessary, yu can change the kit price after editing item cmpnents Click Save, and then click the clse buttn. Imprtant Nte #2: The ability t change kit details perates within restrictins impsed by Sage 300 bjects. Once an rder is psted, the TaiRx cmpnent frm cannt be used t change quantities n an existing kit line. Hwever, yu can delete a line after psting and add a new kit line then change quantities n the new line. If yu try t change quantities n a psted kit line, the fllwing message will be displayed. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

12 Quick Frms Printing Quick Frms Printing The O/E Frms buttn lets yu quickly print a number f rder-related frms, withut Psting an rder r navigating t anther windw. See the next page Print Picking Slips Fast fr an even faster way t print picking slips directly. T print OE frms Click the O/E Frms buttn. The fllwing frm appears. Click the buttns n the right t use the Sage 300 printing functins. Nte that nly a shipment number can be passed t the Sage 300 Print Picking Slip functin the last shipment number is passed thrugh in this case. Fr qutes, the frm will be pre-ppulated as fllws: TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

13 Print Picking Slips Fast Print Picking Slips Fast Extended Order Entry lets yu streamline the printing f picking slips when yu need t print large numbers f them as quickly as pssible. Use the Settings chice n the Extended Order Entry File menu t select picking slip default settings, s yu dn t need t answer the setup questins in a pp-up dialg bx: Select the first checkbx at the tp f the frm t change picking slip printing behavir. Chse the Print Destinatin fr picking slips. These settings bypass the setup and print picking sequence dialgs. Chse the Preview setting t d a final preview befre printing TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

14 Quick PJC Entry Quick PJC Entry T speed up data entry, Extended Order Entry will default inserted lines t the previus entry's selectins fr Cntract, Prject and Categry when multiple lines use the same selectins. The fllwing frm shws hw the rder frm appears immediately after pressing the Insert key t create the secnd line (with default values fr the Cntract, Prject, Categry and Cst Class fields): TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

15 Create Purchase Orders Create Purchase Orders TaiRx Create Purchase Order prvides a flexible and rbust way t create POs frm rders r qutes. Where Sage 300 lets yu blindly create purchase rders frm rders, TaiRx extends this functinality by letting yu preview the inventry items n-screen and edit item quantities, vendrs and ther data befre yu create the PO. Create Purchase Order: Lets yu create new POs r add lines t existing POs. Lets yu add PO descriptin and reference infrmatin fr the PO. Lets yu add Order Cmments and Instructins t PO Cmments and Instructins. Prvides default settings t cntrl reference/descriptin field defaults: Blank, Order Number, etc. Prvides settings t cntrl the default selectin (yes/n) fr stck and nn-stck items. Enables ptinal field merging fr the PO, fr PO lines, and fr kit items. Displays status messages when there is n vendr fr an item. Creates multiple r cmbined purchase rders. Prvides cnvenient drill-dwn t purchase rders after creatin. Lets yu cherry-pick POs fr creatin. Creating Purchase Orders Click the Create Purchase Order buttn at the bttm f the Extended Order Entry screen. Nte: The buttn is greyed ut unless the OE rder r qute is Psted, Active, and nt On Hld. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

16 Creating Purchase Orders A new windw appears t shw yu the purchase rders that will be created frm the items n rder r qute, and let yu change hw yu want t create the POs: At this pint, yu can cherry-pick items fr purchase rder creatin by duble-clicking the Create PO clumn then click the Create Purchase Orders buttn at the bttm f the frm t generate POs. Use the Select All and Select Nne buttns belw the grid t set all items t Yes fr Include n POs r N t exclude. Duble-click in the Create PO clumn t cherry-pick items fr purchase rders: Nte in the screen abve that there are fur items. Lines 1 and 4 are fr the same vendr, s they will be added t the same PO if yu create POs fr all items. Click the Create Purchase Orders buttn at the bttm f the screen t create ne purchase rder per vendr. The frm will be updated t shw the PO Number f the newly created purchase rders and a message will appear: If there is an issue creating a Purchase Order, the Status clumn will shw the reasn why the line items cannt be added t the purchase rder (fr example, "Item vendr nt defined" when Using Item Vendr Infrmatin ptin). TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

17 Changing hw POs are created The Create Purchase Order functin will create a PO fr an item that is a cmpnent f a Kit if that Kit is n the Sales Order. Changing hw POs are created Chse vendr r existing purchase rder Create Purchase Orders prvides three main ptins fr creating purchase rders: If yu select Using Item Vendr Infrmatin, the item's preferred vendr (if there is ne) will be the default vendr. If there is n preferred vendr, Vendr 1 will be the default vendr. Yu can verride the Vendr Number fr each line if yu chse. If yu chse Using a Specific Vendr, yu must enter a Vendr Number. The Vendr Number fr each line is set t the Vendr Number yu enter. Yu can verride the Vendr Number fr each line if yu chse. If there is the same vendr number in every detail line, yu verride the autmatically generated purchase rder number by entering yur PO number in the Purchase Order Number field. If yu verride the Purchase Order Number and there is mre than ne vendr invlved, an errr message will appear: If yu want t verride purchase rder numbers and multiple vendrs are invlved, select Yes/N in the first clumn f the grid (Create PO) and prcess the items ne vendr at a time. If yu select "Using Existing Purchase Order", this determines a specific vendr and the same restrictins apply. Use the Finder beside the Purchase Order Number field t select a PO. Use the Drill Dwn buttn beside the Finder buttn t check the PO after yu chse it frm the Finder. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

18 Changing hw POs are created Setting default PO descriptins, cmments, instructins, and ptins Yu can select the default settings fr ptins and fr adding descriptins, cmments and instructins t the new purchase rders. Yu can als change the settings fr items as yu select them. Select File > Settings frm the Create Purchase Orders screen t display default settings. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

19 Ship by Picking Sequence Ship by Picking Sequence Ship by Picking Sequence functinality is mst useful when a large rder has been picked and nw the picked items have t be recrded as shipped. The picking slip is in picking sequence rder with quantities marked. The rder entry frm is displayed in line number rder. Matching and recrding the entries frm the picking slip can be time-cnsuming. Click the Ship buttn t display items in the rder yu want by lcatin, item r picking sequence. T use the Ship buttn t enter quantities: Click the Ship buttn t display the Ship frm. Select the primary rder fr listing items. Yu can chse by Picking Sequence, Item, r by Lcatin. Chse the next srting levels if yu require a multi-level srt such as by Item number and lcatin. Click the Lad buttn t display items in the rder yu selected (in this case, picking sequence). TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

20 Ship by Picking Sequence Enter quantities in the Qty. Shipped clumn. Yu can enter the picked entries quickly using the Tab r Enter keys t mve dwn the clumn. When yu clse the Ship frm, the Qty. Shipped numbers in the rder entry frm will be updated with the item quantities that yu entered. Nte: If yu change the quantity shipped fr an item with a serial number yu may see a pp-up Sage 300 windws like the fllwing, allwing yu t pick the serial number frm the Finder. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

21 Order frm Histry Order frm Histry The Order frm Histry windw lets yu quickly create new rders fr a custmer based n previus custmer rders. Using Order frm Histry als tends t increase average rder size while decreasing the number f rders prcessed per dllar f rder. The result is lwer shipping csts and ther peratinal efficiencies. Click the Order Frm Histry buttn t display the pp-up windw shwing previus rders. Yu can select items frm previus purchase rders, update quantities, and cpy the selected infrmatin int a standard line item rw. Nte: The Order frm Histry buttn is nly enabled nce the custmer has been entered n the frm. T create a new rder frm prir nes using the Order tab n the ppup frm Click the Order frm Histry buttn. The frm that appears has tw tabs: The Orders tab lets yu select items frm previus rders. The Sales Histry tab is similar, allwing selectin f items. We ll trace thrugh a typical sequence fr the Orders tab. Use the range fields t select past rders fr the custmer, and then click the Lad buttn. In this case, we ve chsen rders since January 1, (Yu can als chse by rder numbers, lcatins, PO number, ship-t lcatins, and ptinal fields.). Click any rder in the tp grid t see the rder details in the bttm grid. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

22 Order frm Histry Click the Select All and Select Nne buttns at the bttm f the screen t include all r nne f the items in the previus rder. Duble-click the Include clumn t select individual lines (the Include clumn displays Yes). Edit the Qty. Ordered clumn t change the quantities fr the new rder that yu are creating. (The Original Quantity Ordered field shws the quantities frm the previus rder.) When yu have finished editing items frm this rder, click the Order buttn at the bttm f the screen t add the items t the new sales rder. Select anther rder frm the tp grid, chse the items that yu want t rder, enter the new quantities, and again click the Order buttn. Click the Clse buttn when yu have finished adding items frm prir rders. The rder screen grid will be ppulated with line items frm the histrical rder If security is enabled and the user has Unit Price Override rights, then a cnfirmatin and cmpletin messages will appear. Imprtant Nte: Yes means use histrical prices. N means that current pricing will be in effect. Using the Sales Histry tab The Sales Histry tab allws a similar sequence f peratins selecting, editing f quantities and cpying t the new sales rder. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

23 Order frm Histry Select the range f item numbers, rder numbers, rder dates, PO numbers, r categries that yu want t use as search criteria, then click the Lad buttn. See the steps listed abve fr including items frm histry n the new rder. Setting default descriptins, cmments and instructins fr included items Yu can select the default settings fr taking descriptins, cmments and instructins frm the riginal rders. Yu can als change the settings fr each item as yu select them. Select File > Settings frm the Order Frm Histry screen. Select the checkbxes if yu want them t be included by default frm the riginal sales rders. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

24 Item Quantities Item Quantities The Item Quantities feature lets yu display items quantities available at all inventry lcatins including lcatins in ther cmpanies while entering an rder. T display quantities fr multiple lcatins and cmpanies: Select the Extended Order Entry > File > Settings menu chice t change the Item Quantities display settings. D Nt Display shws nly ttal quantities and quantities fr the current line item lcatin like the standard Order Entry screen. Display n Entry Screen includes a grid at the bttm f the screen that displays quantities at all lcatins, in the current cmpany and any assciated cmpanies. Display n Separate Screen displays the item quantities at all lcatins in a separate windw. Click the All Lcatins buttn t mve the Quantities in frnt f ther windws (if hidden). The All Lcatins buttn appears at the bttm f the Extended Order Entry screen if yu chse t display quantities n a separate screen. Item Quantities will be refreshed as yu mve t ther detail lines. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

25 Item Quantities Selecting which cmpanies and lcatins are displayed An administratr must first set up the Sage 300 cmpany databases and lcatins that are displayed in the Item Quantities grid. G t TaiRx Prductivity Tls > Optins, and click the Item Quantities tab. Use the Insert and Delete keys t add r remve lcatins and cmpanies frm the Item Quantities grid and t change the rder that lcatins appear. Each user can custmize the item quantities grid by hiding and mving clumns t suit their wn needs. Fr example: Yu can hide the Database ID and Name clumns if all lcatins are in the same Sage 300 cmpany. Yu can als hide the Item Descriptin and Stcking Unit if these are the same at all lcatins. Hide and re-arrange clumns by dragging and drpping. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

26 BOM r Kit Use as Default BOM r Kit Use as Default Sage 300 Inventry Cntrl has a "Use as Default" setting fr BOMS and Kits, as shwn here: In Extended Order Entry, this setting causes the BOM number t be defaulted when the BOM item is added t an rder. (By cntrast, in Sage 300 Order Entry, this setting des nt cause the BOM number t be defaulted.) TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

27 Update Order Update Order The Update Order functinality lets yu make multi-faceted changes t an rder affecting multiple detail lines and rder quantities. Open the rder that yu want t change, then click the Update buttn t display the Update Lines windw fr updating rders. The Update Lines screen lets yu select frm nine different update prcedures: Each chice has apprpriate ptins. When yu click the Prcess buttn, the prgram displays all changes in the windw as it prcesses the rder lines. It will als display a message if n changes are made. Updating an Order Kit Number Select Update Order Kit Number frm the drpdwn list. Use the Finder t select the Kit Item Number. Select the current Frm kit number and the new T kit number. Click the Prcess buttn and select Yes when the cnfirmatin message appears. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

28 Update Order Depending n yur permissins, yu may need t have price changes fr a different kit number apprved by a supervisr. The prgram will display prgress messages as it updates lines and tell yu when it is finished (as in the screen abve). Updating an Order BOM Number Select Update Order BOM Number frm the drpdwn list. Use the Finder t select the BOM Item Number. Select the current Frm BOM mnumber and the new T BOM number. Click the Prcess buttn and select Yes when the cnfirmatin message appears. Depending n yur permissins, yu may need t have price changes fr a different BOM number apprved by a supervisr. The prgram will display prgress messages as it updates lines and tell yu when it is finished (as in the screen abve). Updating Item Expected Ship Date Select Update Item Expected Ship date frm the drpdwn list. Specify if this change is fr a specific item, a range f items, r all items. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

29 Update Order If fr a Specific Item, chse the Item frm the Finder. If fr a List f Items, click the Zm buttn beside the drpdwn, and add items t the list in the pp-up frm that appears. Use the Finder t lk up items. Use the Insert key t add new empty lines. Enter the new Expected Ship Date. Click the Update Order Exptected Ship Date Als if this als changes the rder date. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram will display prgress messages as it updates lines and tell yu when it is finished (as in the screen abve). Updating Item Prices Select Update Item Prices frm the drpdwn list. Specify if this change is fr a specific item, a range f items, r all items. If fr a Specific Item, chse the Item frm the Finder. If fr a List f Items, click the Zm buttn beside the drpdwn, and add items t the list in the pp-up frm that appears. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

30 Update Order Use the Finder t lk up items. Use the Insert key t add new empty lines. Chse the price list that yu are using fr the updates. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram updates prices fr the items yu specified t the prices n the price list. Substituting Items Select Substitute Items frm the drpdwn list. T specify the substitute items list, click the Zm buttn beside the drpdwn, and add Frm items (r kits/boms) and T items (r kits/boms) t the list in the frm that appears. Use the Finder t lk up items. Use the Insert key t add new empty lines. Chse whether t Only Substitute Items On This Order That Have Never Been Shipped. Chse whether yu want t Retain Existing Line Item Unit Price. Click the Prcess buttn and select Yes when the cnfirmatin message appears. Depending n yur permissins, yu may need t have price changes fr items apprved by a supervisr. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

31 Update Order The prgram will display prgress messages as it updates lines and tell yu when it is finished (as in the screen abve). Updating Custmer Addresses Select Update Addresses frm the drpdwn list. Chse which addresses yu want t update custmer bill-t address r ship-t address. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram updates the address frm the custmer recrd. Updating the Item Deliver-By Date Select Update Update Deliver By Date frm the drpdwn list. Specify if this change is fr a specific item, a range f items, r all items. If fr a Specific Item, chse the Item frm the Finder. If fr a List f Items, click the Zm buttn beside the drpdwn, and add items t the list in the pp-up frm that appears. Use the Finder t lk up items. Use the Insert key t add new empty lines. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

32 Update Order Enter the new Deliver By Date. Click the Update Order Deliver By Date Als if this als changes the date fr the rder. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram will display prgress messages as it updates lines and tell yu when it is finished. Cmmitting Quantities Specify if this change is fr a specific item, a range f items, r all items. If fr a Specific Item, chse the Item frm the Finder. If fr a List f Items, click the Zm buttn beside the drpdwn, and add items t the list in the pp-up frm that appears. Use the Finder t lk up items. Use the Insert key t add new empty lines. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram will display prgress messages as it updates lines and tell yu when it is finished. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

33 Update Order Uncmmitting Quantities Specify if this change is fr a specific item, a range f items, r all items. If fr a Specific Item, chse the Item frm the Finder. If fr a List f Items, click the Zm buttn beside the drpdwn, and add items t the list in the pp-up frm that appears. Use the Finder t lk up items. Use the Insert key t add new empty lines. Click the Prcess buttn and select Yes when the cnfirmatin message appears. The prgram will display prgress messages as it updates lines and tell yu when it is finished. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.