Displaying Direct Through Stock Orders

After quoting an order, you change the status of that the order to a direct-through-stock (DTS) order. The Direct-Through-Stock Queue displays orders added to the system to keep track of customer-owned inventory. You can review the ordered material and the status or how much is left in the customer-purchased inventory awaiting shipment. The DTS order displays in the queue only after the purchase order for the DTS has been created. After an order has been changed to a DTS order, there are restrictions on how the order can be handled. For more information about how DTS work on an overall scale, see Direct-Through-Stock Orders.

Note: If using the Eterm application, both sales orders and purchase orders display in view-only mode.

Eclipse Reports contains a report source Sales - Direct Through Stock Queue that you can use to run reports for information in the DTS queue. For more information, see Eclipse Reports Overview or the online help attached to the Eclipse Reports application.

To display the queue:

From the Orders > Direct Through Stock menu, select Direct Through Stock Queue to display the Direct Through Stock Queue.

Use the header fields to filter the queue for the direct through stock orders you want to review:

Field

Enter...

Branch/Tr/All

the shipping branch for which you want to filter the queue.

Customer

the customer whose orders you want to filter by in the queue. To see all customer orders, leave this field blank.

Vendor

the vendor whose orders you want to filter by in the queue. To see all vendor orders, leave this field blank.

S/O Writer

the DTS sales order writer you want to filter by in the queue.

For example, you may need to view all orders for a particular writer who is on vacation to make sure that those orders are handled while they are out.

Product

the product you want to fine in the queue.

Job Number (Job Mgmt)

the job number or the sales order ID used in Job Management for the DTS customer.

Note: If you have DTS material in Job Mangement that is already released and have an order ID, but not a job number, you can enter the sales order ID in this field to display the associated order.

Job Name (Job Mgmt) or Job Bid Name

the job name used in Job Management or the Job Bid Name entered on the DTS sales order from the additional header window.

P/O Writer

the DTS purchase order writer you want to filter by in the queue.

Completed Items

the selection to indicate whether to include items that have been completed. Completed items are those that have been ordered, received, and shipped out completely.

Additional Options

Click Display Available Only to show only those sales orders that can be fulfilled by the available quantity in the customer's DTS stock.

Note:Transfer items always display in the queue. If you filter by a writer, any sales orders with transferred items on them associated with that order writer display.

Click Update.

Review the column data. All columns are view-only except the Action Qty column.

Column	Description
Branch	The branch in which the original order was taken.
Product Description	The item ordered as customer-owned stock on the original order.
Sales Order	The sales order number from the original order.
Customer	The ship-to customer who ordered the material for you to store.
Purchase Order	The purchase order number used to purchase the material. Note:The customer receives an invoice only after the the purchase order is reconciled to the vendor invoice.
Vendor	The ship-from vendor supplying the material ordered by the customer.
Order Qty	The number of items the customer needs for the job.
Open on PO	The number of items currently open on purchase orders.
Shipped Qty	The number of items shipped to the customer site.
Avail Qty	The current available quantity that can be shipped to the customer's job.
Action Qty	Enter the quantity you want to ship, transfer, adjust, or credit. From the Order menu, select an action that you want to perform with the items, such as Create Shipment or Transfer.

Note: You can purge the queue using Purge Maintenance to keep your records more organized. The system only purges the products that have been shipped completely. The purge utility checks the shipment date to compare to the amount of months to keep in the Purge Setup.

Double-click the order you want to display or use the Order menu to select an action for the order.

Exit the queue.