NSCTLMN5 Global Setup Change Quote to Order 3

 Order Entry Header Screen

Application Overview

Elliott COP is a feature rich module with many features and functions that are controlled in the Order Header, Order Line Item, and Order Billing Screens.  Rather than enabling these features and functions that may not apply to all users, we give the user the option to select only those that apply to them or that they can use to better meet their needs and functionality.  The COP managers or owners should review the options available with management and COP users, and then incorporate the options selected into their Procedures and Policies Manual.

Setup Instructions

 Go to Elliott main Menu:  Util-setup ® Global setup ® cop-Function ® order Header screen.  The following setup screen will appear:



Entry Field Descriptions




1.             Use Phantom Invoices                                                                                 

Answer “Y” to enter a Phantom Order and print a Phantom Invoice(s).  The purpose for Phantom Orders is for Proforma or consignment purposes.  You can control the files that will update after posting.  In most cases, when posting Phantom Invoices, you should not update any existing Elliott data files.

2.             Allow Users To delete COP Order 

Select from the following options:

“L” = List of Users to Allow.   Allows you to define 5 supervisors (users) authorized to delete COP orders.

“Y” = Allows users to delete orders.

“N” = System will not allow deletion of orders.

3.             Allow Users To enter Ord When Cust Over Crdt Limit

Select “Y” to allow user to enter an order when customer is over their credit limit.

Select “N” to prevent processing orders when a customer is over their credit limit.

Note:  If there is a credit problem, the Credit Check and Release feature can automatically put an order on hold after the order has been entered.

4.             Mark Order As EDI Order/Trading Partners Setup

See explanation at the end of Entry Field Descriptions.

5.             Duplication Criteria For PO# in Sales Order

This feature checks for duplicate purchase orders and gives you the following duplication checking criteria:

1.   N=None

2.   2. P=P.O.# Only

3.   C=Customer

4.   S= Per Ship To.


“P” checks for the P.O. # only, “C” checks if the P.O. # has already been entered for that customer, and “S” checks against the P.O.#, Cust#, and Ship-To#.

If you do want to check for duplication PO Number in COP set this flag to “N”.

When you enable the checking of duplicate PO#, you also enable the feature of searching by PO# and Ship-To# in COP Order Inquiry and Order Entry Change Mode.  If “N” is selected, it will disable both features.

6.             Use Store & Dept# In Order Header Screen

If you need to identify a Store or Department Number on your order and print this information on the invoice, set this flag to “Y”.

7.             Alert If Ord Chg After Pick ticket Printed

If “Y”:  When you go to change an order after the picking ticket has been printed, the system will prompt you with a message that the order has been picked.  If this occurs, the Shipping Department should be made aware of the changes and that a new Picking Ticket is to be printed.  In most situations when you go change an order, you should be alerted if the order has been picked. Therefore, we suggest you to enable this feature.

8.             Alert If Ord Del After Pick Ticket Printed

Select “Y” to have the system notify you that you are deleting an order for which a Picking Ticket has been printed.  If this occurs, you should verify with the Shipping Department if the order has been picked and/or shipped.  We suggest that you turn on this feature.

9.             Mass Chg Line Promise Date When Ship Date Chg   

Elliott controls the ship date at the order line item level by using the “Promise Date”.  This feature allows a mass change of the line items Promise Date to match a new Ship Date.

If you select “Y”, then during order header change of the ship date field, a window will popup and ask if you want to do a mass change to the line items.

You should enable this feature if most of your orders ship date is identical for all line items on that order.

Do not enable this feature if you need to process line items with an individual “Promise Date”.

10.   Default Order Type

The Elliott default Order type is “O”. However, there are many companies who process mostly “I” type orders for immediate invoicing or over the counter sales, and the default of “O” causes an inconvenience.  This feature gives you the option to set a default for “O” = Order, “I” = Invoice, “Q ”= Quote, or “C”= Credit Memo. 

11.            Prohibit Use Same As Ship To When Ship To Exist

This is a security feature to prevent shipping an order to an address other than the address setup for the Ship To Number.  Select “N” to disable manual override, or “Y” to allow manual override.  If a company is concerned that an order may ship to a non-valid Ship to Address, they should set this flag as “N”. 


12.            Allow Manual Override of Ship To Address

There are many companies who want orders shipped only to their stores or branches, but never to their headquarters. This function will prevent shipping to the Customer headquarters if a Ship To Number has been setup. 

Select “Y” to enable this function.  If the customer needs an occasional order shipped to their main location, they must setup a Ship To Number for their main location.

13.            Allow Manual Override of Bill To Address                     

This is a security feature to prevent billing an order to an address other than the default Bill To Address.  Select “N” to disable manual override, or “Y” to allow manual override.


4.         Mark an order as an EDI order/Trading Partners Setup.

This field involves two settings:

      1.  Mark an order as an EDI Order:          Value defined in this field

      2.  Trading Partner Setup:                        Defined in a popup window

All orders that come into Elliott through EDI will be marked as an EDI orders automatically, (a hidden flag in order header).  All orders marked as EDI can be invoiced to trading partner as an EDI invoice as well.  However, if you need to manually enter orders for your EDI trading partners, the question for you is whether you need to invoice your EDI trading partners through EDI as well?  If your answer is “Y”, then by default the order you manually enter for your trading partner will not be marked as EDI.  As a result, that order will not be invoiced to your EDI trading partner.

 To solve this problem, our order entry system needs to know who is your EDI trading partner.  These trading partners can be setup in “Trading Partner Setup Window” which will popup after you press enter on the “Mark an Order” field.

If you do not use EDI, or if you do not need to invoice your trading partners through EDI, answer “N” to this field. 

If you are using EDI, and need to invoice your trading partners through EDI for manually entered orders, answer “A” (Always) to this field.  All orders you manually entered for your EDI trading partners will be marked as EDI orders automatically.

If you are using EDI, and have multiple EDI trading partners where some require you to invoice them through EDI, and some don’t, you might consider using “Y” (Selective) in this field.  Selective allows the system to prompt you during order entry to determine “If you wish to make this order EDI?”

Once you enter a value into this field.  The Trading Partner Setup Windows will popup.


Cust-No.            =          This is your Partners Customer number as defined in A/R.

Terms Type       =          Leave Blank

Terms Basis      =          Leave Blank

Payment            =          Leave Blank

Partner Code     =          This is your Trading Partners EDI Customer # as defined by your EDI translator software.

Vendor No.        =          This is your Vendor number for your trading partner.

 Under most situations, you can leave the Terms Type, Terms Basis and Shipment Method of Payment fields blank.  If your EDI translator software has properly defined the map for your trading partner, this information can be picked up from your EDI translator software side.

Prtner code is defined by your EDI translator software.  Under most situations, your EDI translator software does not know the internal customer number you are using for your trading partner.  They may use their Internal code like “WLMT” to stand for Wal-Mart.  Therefore, we need a cross referencing capability between Elliott’s internal customer number and EDI translator software’s customer number.  You need to verify with your EDI software provider for their internal customer number for your trading partner.

You can define up to 5 customer numbers as your trading partners.  In some situations, you may have multiple customer accounts corresponding to the same trading partner.  You may use a unique customer type to represent this trading partner and make sure each customer account for this trading partner is setup correctly with this customer type.  This will work for EDI, if you only need to invoice EDI and do not need to import EDI orders.

Cust-Type         =     This is a unique customer type defined in A/R for those Trading Partners who ship to multiple branches or other locations. 




Systems Manager

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  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
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  158. SYMENU System Manager Introduction 17
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  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
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  256. Feature - Disable Changing Contact Password Through Global Setup eContact Manager
  257. Control Ability to Change eContact Web Password
  258. How to Find Out If Elliott Supports a Particular Event
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  267. Elliott Synchronizing to Local Error
  268. Error 037 on GLFSPASS GL Fin Stmnt Pass File

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