Sales
Order/Invoice Maintenance - Customer Information
Program/Screen: SAPOET/SAPOET203
Description:
Use this screen to enter or update the customer information specific to the sales order. This information includes, but is not limited to, the associated purchase order number, sales representative, delivery charges, tax district, and delivery instructions.
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Navigation
This is the second or third screen in the Sales Order/Invoice Maintenance/Credit Memo program. Enter customer information specific to the sales order/credit memo. If you are entering a contract for a new cash customer, you can access the name and address fields; otherwise, they can only be viewed. From this screen, you can enter sales representative percentages, delivery instructions, and order comments, and you can access the Job Maintenance program.
Unique Sales Order/Invoice Maintenance/Credit Memo Screens
Sales Order Maintenance - Launch
Sales Order/Invoice Maintenance - Customer Information
Sales Credit Memo - Customer Information
Additional Customer Information
Sales Order/Invoice Maintenance/Credit Memo - Item Information
Sales Order/Invoice Maintenance/Credit Memo Review
Additional Program Screens
Fields
Displays the unique number assigned to the customer.
Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.
If applicable, this field displays the number of the corporate customer to which this customer is associated.
If applicable, this field displays the amount of credit available for this customer including the corporate customer's available credit.
Enter or accept the code for the currency to be used for the sales order.
Billing Information
The customer's name for billing purposes.
Line 1 of the customer's billing address.
Line 2 of the customer's billing address.
The city of the customer's billing address.
The state or province of the customer's billing address.
The postal code of the customer's billing address.
The customer's main billing phone number.
Displays the number of days of the standard payment term for this customer.
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Shipping Information
The customer's name for shipping purposes. This is usually associated with the job attached to the sales order.
Line 1 of the customer's shipping address. This is usually associated with the job attached to the sales order.
Line 2 of the customer's shipping address. This is usually associated with the job attached to the sales order.
The city of the customer's shipping address. This is usually associated with the job attached to the sales order.
The state or province of the customer's shipping address. This is usually associated with the job attached to the sales order.
The postal code of the customer's shipping address. This is usually associated with the job attached to the sales order.
The customer's main shipping phone number.
The location and the number associated with the job you selected for the sales order. You can override this information for a charge customer, and if you are entering a sales order for a cash customer, you can enter information here that is not validated against the customer job file.
If a purchase order was entered in the selected job record, the number is displayed, but you can override it. Otherwise,you can enter the purchase order number for each sales order.
This field displays based on settings in the USECOD control record. If that record is set to use the use code, and you are using the use code to set net rates, the label for this field is 'Net.'
If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.
If applicable, enter the sales representative you want to assign to this sales order. If there is a sales representative assigned to the selected job, that representative's number displays, but it can be changed. If the selected job does not have a sales representative assigned, the information defaults from the customer master record, but it can be changed.
If the system is set up to allow split commissions, you can press F2 to access the Sales Representative Split Maintenance screen.
Name of the person who placed the sales order.
Name of the person who signed for the order.
If
the User Auth Req field for
the customer or customer job is set to Y,
you can press F4 here to access
a list of authorized users for the customer/customer job, and you
can select one of the users to populate this field.
Indicate if the items on this sales order will be delivered.
If the sales items are to be delivered, enter the date of delivery.
The code that prints on the invoice when there are delivery charges. Press F4 in this field to find and select a specific shipper/carrier for the delivery. Once selected, the carrier's name replaces the Delivery Code in the field.
The amount you want to charge for delivery. This amount is billed to the customer at the time of the first invoice.
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Indicates whether to charge taxes on this sales order. If you do not enter Y, press F4 to search for a reason code as to why items are not taxable on the order. The settings default from the selected job, or from the customer master record if no job is selected.
The tax district code for this sales transaction. If you are integrated with a tax software package, the district may be based on the Delivery setting. If Delivery is set to Y, the shipping information is used for tax purposes. If it's set to N, the tax information comes from the location creating the invoice.
If the customer is tax exempt for resale reasons, enter their resale number. This should default from the customer master, but it can be changed.
If you operate within the European Union, this field displays the number from your VAT (Value Added Tax) certificate.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F2 |
Representative Split. Advance to the Sales Representative Split Maintenance screen. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Billing. Not used. |
|
F6 |
Add Job. Advance to the Job Maintenance program. |
|
F7 |
Customer Comments. Toggle the Delivery Instructions area to display customer comments. |
|
F8 |
Authorized Users. Toggle the Delivery Instructions area to display customers who are authorized to charge against this account. |
|
F9 |
Delivery Instructions. Toggle the Customer Comments area to allow for entry of delivery instructions. |
|
F10 |
Order Comments. Advance to the Order Comments screen to enter or review internal comments for the order. These comments do not print on the contract. |
|
F11 |
Contract Price. Not used. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F13 (Shift + F1) |
Tax Override. Access the Partial Tax Override popup window and enter tax exempt reason codes at the state, county, city, or district level. |
|
F17 (Shift + F5) |
Additional Information. Advance to the Additional Customer Information screen where you can enter information like the customer's market segment, payment code, and billing code. |
|
F20 (Shift + F8) |
Update Comments. Advance to the Customer Comments screen where you can enter and update comments that were entered for a customer in Customer Master Maintenance. |
|
F23 (Shift + F11) |
Delete. Applicable only in update mode. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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