SOE Prompts

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

Always Prompt For The Unit Of Measure In OE

For sales order entry, purchase order entry, and transfer order entry, Indicate whether the system always prompts the user to enter the unit of measure in order entry.

Options	Yes - If a product is available in multiple units of measure, the system displays a list of there are multiple units of measure prompting the user to select the unit of measure. No - The system uses the default unit of measure for the product as defined in Product Maintenance when a product is added to an order.
Outcome of setting this control record	If set to Yes, the system prompts the user to select a unit of measure. If set to No, the system uses the product's default unit of measure.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Prompt For Edit Of Required Date On Change Of Ship Date

Indicate whether, when you exit an existing order after changing the ship date, the system prompts you to edit the required date.

Options	Yes - Prompts you to edit the required date. No - Does not prompt you to edit the required date when you change ship date on an order.
Outcome of setting this control record	If set to Yes and you answer Yesat the prompt, the system displays the Status tab, changes the view to the Required Date view and positions the cursor on the associated required date for editing. If you answer No, normal processing continues.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	The Edit Required Date question never displays when creating a new order.
Additional Information	If you are using Advanced Delivery Maintenance those settings override the settings on this control maintenance record because specific ship dates are defined through Advanced Delivery Maintenance.

Prompt For Original Description On Substitutes

For each branch, indicate whether the system prompts the user to keep the description of the original item on an order instead of the description of a substitute item when the original item is replaced by a substitute product.

Options	Yes - Displays the following prompt: Do you wish to keep the original description? No - Does not prompt the user to keep the original product's description on the order when you substitute another item for it. Instead, the system places the substitute item's description on the order, and appends a comment with the description of the original item that was ordered.
Outcome of setting this control record	If set to Yes and you enter Yes at the prompt, the system places the original item's product description on the order, prefixed with a caret (^). This caret only displays on screens, and does not display on the customer's invoice or acknowledgment. For example, if you substitute Item B for Item A, the following displays in the Product Description field on the Sales Order Entry Body tab: ^ Item A Description. If you answer Noat the prompt, the system places the substitute item's product description on the order. For example, if you substitute Item B for Item A, the following displays in the Product Description field on the Sales Order Entry Body screen: * Sub for: Item A Description.
Default Value(s)	No
Examples	If set to No, if you substitute Item B for Item A, the following displays in the Product Description field on the Sales Order Entry Body tab: Item B Description * Sub for : Item A Description.
Action if set to Null	Same as if set to No.
Additional Information	For more information about setting up product relationships for substitutions, see Setting Up Substitute Product Relationships.

Prompt For Picked Postdated Orders During Physical

For each branch, indicate whether the system asks the user if all postdated orders have been picked, upon printing the Count Variance Report or updating physical on-hands.

Options	Yes - Asks the user whether postdated orders have been picked. No - Does not ask the user whether postdated orders have been picked. The system always assumes that all postdated orders, if any exist, have not been picked.
Outcome of setting this control record	If set to Yes: If all postdated orders have been picked, the system does not add the ship quantity of the postdated orders to the starting inventory on-hand quantities for the Count Variance Report or to the on-hand quantities used to determine the new on-hand count. If all postdated orders have not been picked, the system adds the ship quantity on all postdated orders to the on-hand quantities for the Count Variance Report and to the on-hand quantities used to determine the new on-hand count.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Prompt For Required Date In Sales Order Entry

For each branch, indicate whether the system should prompt the user to complete the Require Date field in Sales Order Entry.

Options	Y (Yes) - Always prompts for an entry in the Require Date field. N (No) - Does not prompt for an entry. The system populates the Require Date field with the current date and positions the cursor on the next field requiring data entry. D (Date) - Populates the Require Date field with the current date and positions the cursor in that field, so the user can change it, if desired. R (Required) - (New in Release 9.0.2) Allows the required date to be blank in Initial Order Entry and the Quick Sales Order Entry widget. Users are prompted to enter a date when closing the new sales order so that a required date is always entered. Users may need to change their sales order view in order to see the required date. See Dependencies below.
Outcome of setting this control record	If the Initial Status Override field in the Additional Customer Information window or the Ship Via field in the Customer Maintenance window is set to P for Pick Up Now, or if the order status assigned to the terminal being used to enter the order is set to P for Pick Up Now, the system does not prompt for a required date even if this record is set to Yes or Date.
Dependencies	If you use the Required option and have the Mirror Required Date And Ship Date For New Orders control maintenance record set to Yes, then the system uses, or mirrors, the ship date instead of leaving the Required Date field blank when creating an order from Quick Sales Order Entry.
Default Value(s)	Blank
Action if set to Null	Same as if set to No.
Additional Information	The required date is the date when the customer wants to receive ordered material.

Prompt For Ship Date Change When Releasing Order From Credit Hold

Indicate whether the system prompts users to change the ship date when they release an order from a credit hold in the Open Order Status Review Queue.