Entering Additional Sales Order Header Information

Use the Additional Sales Order Header Hot Keys screen to access screens on which you can enter more administrative information about an order.

To view additional header information:

Create or open a sales order and display the order's Header screen.
Use the Add'l hot key to display the Additional Sales Order Header Hot Keys screen.
Use hot keys, as needed:

To...	Use this hot key...
enter or edit additional header information	Add'l Header Info The Additional Header Information screen displays. Complete the fields on this screen, as desired. For more information, see Using the Add'l Header Info Hot Key below.
view the customer's current credit standing	Cust Credit Inquiry The Customer Credit Inquiry screen displays.
record customer employees who are certified to buy regulated products	Product Cert Maint The Product Certification Maintenance screen displays.
convert this order to a master job bid	Job Maintenance The Job Maintenance screen displays.
override the form type at the order level if you use Eclipse Forms	Form Type Override The Eclipse Forms Types screen displays.
review or edit what percentage of the commission you receive as a result of this sale	Salesperson % When prompted, indicate whether to display data for the writer (W), the inside sales representative (I), or outside sales representative (O) to display the Salesperson Split Commission Percentage screen.
enter additional custom EDI data for sales order documents	Additional EDI Info The EDI Custom Data screen displays.
add a new shipping address or view the customer's billing address	Additionl Address When prompted, select whether to view the Bill-to or Ship-to address and press Enter to display the Additional Address screen.
specify commission percentages by collection days	Comm % by Coll Days The Commission % by Collection Days screen displays.

Press Esc to return to the Sales Order Entry Header screen.

Using the Add'l Header Info Hot Key

Use the Additional Header Information screen to change default values from the customer's maintenance record for this order only. To change the values permanently, you must use Customer Maintenance.

To add additional header information for the order:

Create or open a sales order and display the order's Header screen.
Use the Add'l hot key, and then the Add'l Header Info hot key, to display the Additional Header Information screen.
Complete any of the following fields:

Field	Description
Max Collection Days	The maximum number of days past the invoice due date that your company will attempt to collect on this invoice before sending it to a collections agency. This information is commonly used to deny sales commissions on invoices paid after days specified; for example, after 60 days.
Job Bid Name	The name of the job bid with which this order is associated. Use job bids to track projects on which several customers are bidding.
Exceptional Sales	Identifies whether to exclude the items on this order from demand calculations and the customer's Reorder Pad. Enter Y to exclude this order from demand calculations and the Reorder Pad; otherwise, enter N (default value).
Freight Out Exempt	Indicates whether the customer on this order is exempt from outgoing freight charges. This information defaults from the value in the Customer Maintenance record.
Freight In Exempt	Indicates whether the customer on this order is exempt from incoming freight charges. This information defaults from the value in the Customer Maintenance record.
Print Style	Indicates the parameters to use when printing a document, such as a ship ticket, acknowledgement, or invoice, for this order. The document can show totals, subtotals, and other information, depending on the style selected. If you use Eclipse Forms, this hot key is not available. Use the Form Type Override to set the form type at the order level.
Batch ID	Any identifier your company uses to select sales orders or invoices for batch printing.
Expedite Receiving (Y/N)	Identifies whether to accelerate the receiving process for this order. This field works with the RF Valid Product Loc Recv Statuses and RF Valid Product Loc Pick Statuses control maintenance records. Note: This field, and these control maintenance records are specific to picking, receiving, and restocking in the fastener industry and are not used in general RF applications. Contact your Eclipse Installer for specific information.
Product Catalog	A vendor's catalog from which more information about the items on the order can be found. Authorized users can set up catalog information in Product Catalog Maintenance within Product Maintenance. To specify a product catalog (including the page number and column) at the line item level, use the Inq hot key on the Sales Order Entry Body screen and use the Product Catalog option.
Extra Handling Charge	Identifies whether to charge a specific extra handling charge on the entire order. By default, this field uses the value specified in the customer record. When the order is shipped using a third shipping application, such as the Clippership or StarShip companion products, the system applies the handling charge from the Extra Handling Charge For StarShip/Clippership control maintenance record. If a value is set in the Apply Extra Handling For StarShip/Clippership To First Gen Only control maintenance record, the system applies the handling charge only to the first generation.
Commission Plan	The formula used to calculate the sales representative's commission. Although commissions are typically calculated for a salesperson according to the commission plan assigned to that salesperson, you can assign a different commission plan to the sales order using this field. The commission plan assigned here overrides the commission plan specified at the customer level, which overrides the commission plan assigned to a salesperson.
Showroom LIST Discount%	A percentage discount off of the list price that applies to the entire order for your customer's customer.
Customer's Client	The end customer to which your customer is selling the products on this order. This field is validated against your customer base, so your customer's client must be set up in Customer Maintenance. Entering a customer's client causes the system to calculate a second set of pricing, based on the customer's client's pricing, for all items on the order. This allows your customer to show different pricing to their own clients. Use the Customer Client Pricing view to view customer client pricing.
ABC Order Extension	Identifies whether to charge the customer for changes, deletions, and returned goods, and if so, how much.
G/L Branch	The branch that will record the general ledger postings for the order. Changing the value of this field on an open sales order overrides the default hierarchy determined by the Branch That Controls Branch That Receives Credit For The Sale and Branch That Receives Credit For The Sale control maintenance records. Only authorized users can change the G/L branch. Note: Once an order is invoiced, if changes are made that affect the G/L posting (for example, the pricing branch is changed), the G/L branch must be changed manually. The system will not re-post to a different branch after an order is invoiced.
Invoice Status	A flag that identifies problems that occur during the invoice process. Authorized users can create status codes in the Valid Customer Invoice Status Codes control maintenance record. Note: To edit this field, you must be assigned the INV.INV.STAT authorization key and the order must be invoiced. Changes to this field are recorded in Unquality Event Tracking.
Calculate Split Tax At Order Level	Identifies whether the system will apply split tax rules for this order.
Residential Shipping Address	Identifies whether a supported shipping application, such as StarShip, automatically uses residential shipping rates when shipping an order.

Press Esc twice to return to the Sales Order Entry Header screen.