You use this program to combine orders for a single customer into one new order.
An alternative to using this program, is to use the Dispatch Note system.
| Field | Description |
|---|---|
| Start Processing |
Select this to consolidate the sales orders for the customers you selected. Orders are selected for consolidation based on the order status of 8 (ready to invoice). Billings with a zero ship quantity and a non-zero back ordered quantity are reset to 2 (open back order) and then excluded from the consolidation process. If Tax by geographic area is enabled, then the geographic area is used to determine the creation of separate orders. If you are using USA tax, then the USA tax code is used to determine the creation of separate orders. The sales order number that is allocated to the consolidated order is extracted from the next order number field, regardless of the order numbering method that is defined. For each original order that is consolidated, the ship quantity is set to zero and the order is placed into a status of 9 (complete) or 2 if any backorders still exist on the original order. The new consolidated order is set to a status of 8 (ready to invoice). The order lines of the original orders are added to the consolidated order in the sales order and line number sequence of the original order. Lines with the same item are not combined on the new order, but are listed separately. If a customer has only one order on file and it matches the conditions specified, then it is consolidated into a new order. The order discount is extracted from the last order that was consolidated for the customer. The order header information used by the consolidated order is extracted from the defaults held against the customer, regardless of the header details specified for the original orders being consolidated. In addition, the run date of the program is assigned to the date of the consolidated order and overrides all other dates. Any comments attached to the original order line are moved to the consolidated order. For each order line created on the consolidated order, the following comment line is inserted: P/O xxxxx REF yyyyy where xxxxx indicates the original customer purchase order number (if entered) and yyyyy indicates the sales order number of the original order). Any consolidated foreign currency sales order is created with a non-fixed exchange rate. See Restrictions and limits in Notes and warnings |
| Save Form Values | This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the
program is run in automated mode. Form values and defaults are applied at operator level. They are not saved at role or group level. |
| Field | Description |
|---|---|
| Customer selection | |
| Customer filter | Indicate the customer(s) for which to consolidate sales orders. |
| Options | |
| Reduce order quantity by shipped qty |
Select this to reduce the order quantity against the original order by the ship quantity transferred to the new order. If no back orders exist for the order, then the order quantity is reduced to zero (the ship quantity will equal the order quantity). The order line is deleted from the original order and transferred to the new order. If back orders exist for the order, then the order quantity is reduced by any quantity in the ship column. The original order is retained with the order quantity equalling the back order quantity; and the ship quantity along with a matching order quantity is transferred to the new order. When producing reports after the consolidation, the order value will equal the value prior to running the consolidation. |
| After processing completed |
These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).
Error messages encountered during processing are displayed.
Before running this program for the first time, it is advisable to run the Order and Booking. From this report, you can check which orders are in a status of 8 and whether you do want to include these in the consolidation.
You cannot use this program if your sales order numbering method is by branch.
This program uses a new order number. The sales order number that is allocated to the consolidated order is extracted from the next order number field, regardless of the order numbering method that is defined. Therefore, if you have indicated that your sales orders are numbered manually, then you must ensure that the next order number used does not duplicate an existing order.
You can only consolidate orders that were entered as orders, scheduled orders and billings, and where the order is in a status 8 (ready to invoice).
In addition, the order lines must have a quantity to ship that is greater than zero.
All orders that are in a status 8 (ready to invoice) and which have a non-zero ship quantity are consolidated. This is irrespective of the date of the order.
The program ignores orders that:
The total invoice value of the consolidated order cannot exceed 100 million and the maximum number of lines that can be held against the order cannot exceed 9999.