What's New in Order Entry 5.4

Order Entry 5.4 let you:

• View shipment and invoice numbers on orders, order and invoice numbers on shipments, and shipment numbers on invoices.

• Drill down through each level of an order, from orders to shipments and invoices, from shipments to orders and invoices, from invoices to shipments, and credit/debit notes to invoices.

• Drill down to invoices posted for specific item numbers using the Transaction History Inquiry form in Inventory Control.

• Inquire on sales orders by customer, based on order status.

• Print an invoice action report to check whether orders have been partially or fully invoiced to ensure they are invoiced in a timely manner.

• Copy orders from one customer to another using the Copy Orders form.

• Specify discounts for entire orders as well as for each order detail.

• Check customers’ credit ratings based on:

• The total outstanding balance in Accounts Receivable.

• The total outstanding balance including pending transactions in Accounts Receivable and Order Entry.

• An outstanding balance that’s overdue by a set number of days.

• Trigger a warning or error if a credit note has previously been posted for an invoice.

• Assign security rights to view item costs during order entry.

• Specify item weight and weight unit of measure during order entry, shipment entry, and invoice entry.

• Allow, warn, reject, or require approval when item prices fall below a specified cost or margin.

• Prohibit the sale of non-sellable items from Inventory Control.

• Use new inventory pricing features, including pricing by weight, pricing by multiple units of measure, and pricing based on current cost plus a specified percentage or amount.

• Default the inventory location based on the customer’s ship-to location, so goods are shipped from the nearest warehouse. (Accounts Receivable now provides default locations for both the customer record and the ship-to location.)

• Automatically determine the appropriate inventory item by using the customer item numbers that match your inventory. Customer item numbers are set up in Inventory Control.

• Use the lowest price available to a customer, regardless of the contract price. (An option has been added to Inventory Control’s Contract Pricing form that allows you to use the lowest price.)

• Set the Picking Slip Printed status for only those orders for which a picking slip was printed.

• Specify a tax reporting currency and automatically calculate taxes in source currency, functional currency, and tax reporting currency. (This feature provides support for legislation in several tax jurisdictions.)

• In a multicurrency environment, update Accounts Receivable with source currency and functional currency amounts, thereby eliminate any rounding differences between Accounts Receivable and Order Entry.

• Allow inquiry on multiple levels of bills of material in order, shipment, and invoice entry.

• Use the G/L Integration form to choose the information that you want to transfer to General Ledger in the description, reference, and comment fields of General Ledger transactions arising from Order Entry transactions.

See the following topics for more details about version 5.4A features:

 

Enhanced Pricing Available in Order Entry

Enhancements for Entering Orders

Enhanced Online Customer, Pricing, and Credit Note Checks

G/L Integration Options

Optional Fields in Finders

Required Optional Fields without Default Values