Defining Remote Order Entry Parameters for Palm RDC Customers

Before counting inventory at customer sites, you must define Remote Order Entry parameters in the Eclipse customer records. Use the Remote Order Entry Parameters screen to set the following options:

When to log bids or orders for review.

Who to notify when counts information is uploaded.
The users responsible for monitoring the Remote Order Entry Review Queue.
Which order status to assign to transactions created from uploaded count information.
Whether to round order quantities to package quantities.
Whether users receive discounts when placing orders remotely.

To set remote order entry parameters on Eclipse for Palm RDC customers:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the ID for the customer whose parameters you need to set.
Use the Remote hot key to display the Remote Order Entry Parameters screen.
Set the following parameters:

Field	Description
Log Bids for Review	Define when you want to send bids created from uploaded count information to the Remote Order Entry Review Queue. New Order - Send bid to the queue whenever uploading count information creates a bid. Changes - Send bid to the queue whenever you make changes to a bid created from uploading count information. Disable - Do not send bids to the queue when uploading count information creates a new bid. Note: Leave this field blank to send the bid to the Remote Order Entry Review Queue.
Log Orders for Review	Define when you want to send orders created from uploaded count information to the Remote Order Entry Review Queue. New Order - Send order to the queue whenever uploading count information creates a new order. Changes - Send order to the queue whenever you make changes to an order created from uploading count information. Disable - Do not send orders to the queue when uploading count information creates a new order. Note: Leave this field blank to send the order to the Remote Order Entry Review Queue.
Default User Messaged With New Order #	Enter the user ID for the user who is notified when uploading count information creates a new transaction. Note: Use the Multi hot key to select more than one user ID. The system first checks for which settings to use: Settings for a ship-to customer override those set for the bill-to customer. Settings for the bill-to customer override those set for all customers using the Round To Sell Package Quantity On RDC Orders And Pocket OE Orders control maintenance record. The system then checks for the defined user to be messaged: The user or users identified in the User to be Messaged With New Order # field on the Customer Remote Message Maintenance screen is messaged first. The user or users identified in the Default User Messaged With New Order # field on the Remote Order Entry Parameters screen is messaged next. The user identified in the Default User Messaged With New Order field in the Default Remote Order Entry (ROE) Messaging control maintenance record is messaged last.
Remote Order Queue Users	Enter the user or group responsible for monitoring orders in the Remote Order Entry Review Queue, and clearing the orders for processing for all remote order entry applications. Use the Multi hot key to include multiple user IDs or message groups.
RDC and Pocket OE Default Order Status	Define the order status to which to default for transactions created when you upload count information. We recommend using Bid as the order status to which to default. This allows for each transaction order to be inspected for errors. Note: Leave this field blank to use the Bid order status as the default.
Round to Sell Pack Qty on Remote Orders	Define whether users can order quantity that does not match the standard package quantity. No - Allows the user to order any quantity. Does not notify the RDC Administrator. Warn – Sends the user a message when placing a remote order indicating that the quantity selected is not an even multiple of the package quantity for the product. The user still has the option to order below the package minimum. Notifies the RDC Administrator that there are products on the order that are either below or that are not divisible by the minimum sell package quantity. Force – Sends the user a message when placing a remote order indicating that the quantity selected is not an even multiple of the package quantity for the product, and changes the quantity to the standard package quantity with no option to change it. Does not notify the RDC Administrator unless there is an error. Note: Leave this field blank to use No as the default.
Remote/WOE Order Entry Discount%	Enter a percentage discount to apply to remote and web orders, if needed.

Repeat the process for all other customers using Palm RDC.
Press Esc to save the settings and exit the screen.