The fields contained on the Sales Order Create screen are:

• Customer Name: the name recorded against the customers account number. This information defaults into the system from information held on the customer account master file.
• Customer Number: the Customers BOC account number.
• Address: the address that is recorded against the customers account number.
• Manual Docket No: If the Sales Order has been recorded previously on a Manual Docket it is critical that the manual docket number is correctly entered in this field. The manual docket number allows BOC and the Customer to reference back to this original docket for accounting purposes.

This entry creates the link between the customer purchase order and the sales document created. This number will print on documents supplied to the customer (e.g. on the delivery note, invoice etc).

Where the customer has:

• An existing 'Standing Order Number' it will automatically default into this field.
• An order number or reference information it can be entered into this field.
• A requirement, that any orders being placed on the account must have a Purchase Order number, a message will display in the Trade Restrictions field. In this case the Customer Order Ref field becomes a mandatory field, and an entry must be made.

If BOC has placed Trade Restrictions against an account it will display in this field. Depending on the restriction(s) message, further action will be required by the Agent to complete during order entry.

• Cash Only: BOC has set this customers account set to Cash Only. The Account payment type will not be available for this particular customer.
• Purchase Order Required:must be entered in the Customer Order Ref field.
• No Trade Contact BOC: If this message is displayed, it will be necessary to contact BOC to resolve any issues before an order can be processed against this account number. If an order is entered without contacting BOC and resolving any issues, you will be unable to be validate/submit, and an error message will be displayed.

Collect is the default selection in PartnerNET, and should only be deselected if the customers’ goods are to be delivered or picked up at a later date.

Deliver option is selected if the goods are to be delivered to the customer by the Agent.

Other Charged Amount allows an Agent to include any further charges required for the relevant sales order, for example a delivery charge amount could be entered here. When this is transferred through to the BOC system, it would generate a line item that will display on the customers invoices.

Payment Options: There are three payment options available on the sales order screen. The correct option needs to be selected to process the customer’s payment:

1. On Account: Use this option for a BOC customer who wants to purchase goods from BOC and receive an invoice for the transaction at a later date directly from BOC.
2. Cheque:Use this option for a BOC customer who wants to purchase goods from BOC and pay by cheque. You will need to complete sort code - cheque number - account number and drawers name.
3. Cash: Use this option for a BOC customer who wants to purchase goods from BOC and wishes to pay by cash.

Order Complete Option defaults as selected.

If the order is to be completed on another date, or is on hold for any reason, this selection must be removed prior to validating and submitting the order. When the order is ready to be competed, reselect the Order complete option and review the date in the Completed on field.

The day displayed in the 'Completed On' field should be the actual date the customer takes the goods, if the date needs to be changed, enter the required date in dd.mm.yyyy format.

• When the Compete option is selected and the order is submitted no further changes can be made to this order.

Selecting the Notes button allows for information to be entered in two different places:

• Invoice Text, information entered here will be displayed on the customers' invoice, so care should be taken entering information into this field. Information should assist in the payment of invoices, for example the name of the customer who takes the goods. Enter the required text and click on the Save button.
• General Text, this is information maintained for BOC use and may contain information such as cylinder anomalies on customer holdings. Enter the required text and click on the Save button.

Material Search button; if the material code is not known, clicking on the Material Search button will allow a search to be performed by using one of the following options:

• Material Description: Enter the material description or part description. The wildcard will automatically populate, for example, *oxygen* will return all material codes with the word oxygen in the description and also *oxy* would also return the relevant material codes.
• If the search did not return the required material, re perform the search after modifying the search criteria.
• Click on the Search button to perform the search, from the search list select the required material(s). If the search did not return the required material, re perform the search after modifying the search criteria.
• Submit button: Will add the selected materials to the sales order.
• Clear button: Clears the selected items.
• Close button: Closes the search screen, and returns to the sales order screen.

Enter the material numbers for the required items. If more items are required, click on the Add line button for each additional item.

Supplied Qty: Enter the quantity of the material(s) to be supplied to the customer. For cylinders, the codes should be the product number and cylinder size, for example 1-W or 15-F.

Returned Qty: enter the quantity of the material(s) to be returned from the customer.

For ICC Agents the material and quantities will automatically be displayed when the Scan Package has been selected

Customer Holdings Button: Will display the customer's current cylinder holdings in PDF format for review or printing if required. When the PDF file is no longer required simply close the screen using the X on the top right hand of the screen.

When the creation of the order is complete or the information entered needs to be checked, click on the Validate Order button to allow a check to be performed on the information that has been entered.

If any Cylinder Anomalies exist or will be created for this customer, a 'Cylinder Anomaly' screen will display with pre-defined questions to assist BOC resolve anomalies on the account.

• Use the questions as guides to gather as much available information to assist BOC rectify cylinder holding errors.
• Incorrect cylinder holdings cause invoicing issues for the customer due to wrong charges generating against incorrect holdings.
• Ensuring correct cylinder codes are entered on customer orders will assist Agents by maintaining stock accuracy.

Changes required to the Sales order should be completed at this point, for example, if an incorrect material has been entered, select the line by clicking in the check box, click on the Delete button and re enter the correct material. After completing the changes click on the Validate Order button.

After the order has been completed and validated, the Price Display screen should be displayed to find the Total Price for this Sales Order.

If any further changes are made the Validate Order button must be clicked again to update any changes to pricing.

At the completion of a sales order, it is necessary to save the order. It may be saved with or without the Order Complete option selected.

• Order Complete Selected -: Clicking on the Submit Order Button will Save the order and no changes can be made on this order from this point.
• Order Complete Not Selected -: Clicking on the Submit Order Button will save the order, and if option is will save the order for completion at another time.
• Further Changes can be made to the order.
• At Completion of the order the Order Complete option will need to be selected, to enable the order process to be completed.

For ICC Agents an ICC Data button will be visible - select this to view the ICC Cylinder Material Number, Direction i.e. Supply / Return and Serial Number