The Sales Order Change function allows BOC Agents to modify existing sales orders.
This enables the Agent to key an order and Validate/Submit the order without the Order Complete option being selected, enabling other details to be entered. The payment type will restrict the type of changes that may be made on a particular sales order.
Initial Sales Order Change: Selection Screen
The Sales Order Change: Selection screen gives the option to find the sales order in two ways:
Sales Order Number: If the sales order number is known, enter the number in this field. Click on the Go button to access the sales order.
Delivery Ref. Number: If the delivery docket number is known, enter the number in this field. Click on the Go button to access the sales order.
List Sales Orders - Selection
The 'List Sales Order' selection option is made up of three options.
Date options, enter the 'From' and 'To' dates
Customer number, allows the search to be performed by Customer number.
Customer Order Reference, if a customer has an entry in the 'Customer Ref' field in sales orders, a search may be performed on this entry.
Change Conditions
Assists in identifying which areas can be changed depending on the conditions of the order. Examples of the various sales order conditions that affect the various change functions are given below. Note that the main selection option for changing a sales order is the Order Complete checkbox. After the sales order is complete, you must select the Order Complete checkbox, and enter the actual date the goods were supplied to the customer.
Sales Order Selections
Effect on Making Changes
Order Complete Selected, payment by any method, collect or deliver.
This order is completed, and no further changes can be made to this order.
Order Complete Not selected, payment by Account, Collect option selected.
Order is incomplete; Changes can be made to any maintainable field.
Payment type cannot be changed.
Order Complete Not selected, payment by Account, Deliver option selected.
Can be changed: supplied / returned quantities. Add new materials with Returns only, change Customers order reference.
Unable to change: new supplied quantities delete supplied quantities; change other charge amount or payment types.
Submit the Order when complete.
If any errors occur, then an 'Error Display' screen will be given. Review the error message, and correct the necessary entries / fields.
Submit Order Button: Will Save the order, and if Order Complete option is selected will generate the Sales Order Number and allow documentation to be printed.
