SOE Branch Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to branch parameters.

Additional Brs To Show Availability On Product Primary Index

For each shipping branch, enter additional branches for which to display availability in the Product Primary Index (PPI). More:

Options	Any branch defined in your system. There is no limit to how many branches you can specify.
Outcome of setting this control record	Use this record to display multiple branch inventory amounts in the Product Primary Index (PPI). Adding additional branches may significantly slow down the PPI. The PPI displays any branch entered in the control record, regardless of the authorized branches for the current user. We recommend that you only enter branches that are authorized for all users.
Default Value(s)	By default, the system displays the available inventory for the shipping branch.
Dependencies	This record also applies to the Product Primary Index displayed in Inventory Inquiry if the Display Availability In Inventory Inquiry Product Index control maintenance record is set to Yes.
Action if set to Null	The system displays the availability in the shipping branch and the sum of the available in other branches.
Additional Information	The product primary index is an index of products that you sell that are regularly kept in inventory. The primary index displays when you are searching for products on orders. The system does not filter out branches that could cause confusion. For example, if the shipping branch is branch 2, you can define branches 1,2,3 and branch 2 is listed twice in the Product Primary Index.

Disable Branch Specific Product Authorization In PDW Catalog Search

Enter one of the following to determine whether to override the settings in the Enable Branch Specific Products For control maintenance record. More

Options	Y - Overrides the settings in the Enable Branch Specific Products For control maintenance record. N - Does not override the settings in the Enable Branch Specific Products For control maintenance record.
Outcome of setting this control record	Entering Y in this control maintenance record increases the speed at which the system displays your search results.
Default Value(s)	No
Dependencies	None
Action if set to Null	Same as No.
Additional Information	None.

Enable Branch Specific Products For

Select whether to enable branch access authorization for products and price lines by user branch or by price branch, meaning that product or price line can only be sold in specific branches. This works with the authorized branches assigned to a user. More:

Options	Disabled - The system does not enable branch access authorization. If you assigned branches to a product or price line before changing this record to Disable, use the Additional Data > Accessible Branches option in Product Maintenance and the Edit > Accessible Branches option in Price Line Maintenance to remove assigned branches. User Branch - The system uses the ship-to branch from the sales order for the validation. In the order entry program, the only ship-to branches available are User Branches. Price Branch - Use the Accessible Branches options to specify for each branch whether the products are accessible in those branches using any of the standard product searches. All product searches at a branch check the product record for authorized branches. The system compares the product's or price line’s authorized branches to the price branch on a sales order or the shipping branch on a transfer. If the price branch on the sales order is not one of the authorized branches for the item, the user cannot put that item on the order or transfer.
Outcome of setting this control record	Determines to which a users branch authorization is compared.
Default Value(s)	User Branch
Action if set to Null	Same as if set to User Branch.
Additional Information	The Accessible Branches Maintenance window, accessed using the Additional Data > Accessible Branches option in Product Maintenance, displays the Accessible Branches Maintenance window for the corresponding product. In the Price Line Maintenance window, use the Edit > Accessible Branches option to display the Accessible Branches Maintenance window for the corresponding price line.

Limit SOE Branches In Home Territory By User Authorization

Indicate whether the system limits a user's ability to view and edit sales orders according to the user's branch authorizations within their home territory. More:

Options	Yes - The system determines a user's authority to view and edit sales orders within their home territory according to the settings in the Authorized column on the User Accessible Branches window for the branches to which the user has access. From User Maintenance, select Maintenance > Branch. You can grant users access to only inventory inquiry for a branch or to sales orders and inventory inquiry. No - Users have full authority to view and edit sales orders for any branch to which they have access.
Outcome of setting this control record	Determines how the system limits a user's ability to view and edit sales orders.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Resort Sales Order Items When Processed For Branch

For each branch, select how the system re-sorts the items on a sales order by location when the order is invoiced. More:

Options	Primary Loc - Sorts by the primary location specified in Product Location Maintenance. Line Item Loc - Sorts by the location selected for the line item on the order using the Scheduling window. The system uses the ship/stock branch. Description - Sorts by product description. No - Does not sort.
Outcome of setting this control record	Use re-sorting to facilitate picking the order. The re-sort occurs at the time the order is processed, generally when it prints. After the order is processed, the new order of line items display on the ticket and the screen.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If you set this record to Primary Loc or Line Item Loc, unattached comments sort to the top of the list, because they do not have an assigned location.

SOE Branch Parameters Control Maintenance Records

Additional Brs To Show Availability On Product Primary Index

Disable Branch Specific Product Authorization In PDW Catalog Search

Enable Branch Specific Products For

Limit SOE Branches In Home Territory By User Authorization

Resort Sales Order Items When Processed For Branch