Feature - Drop Ship Enhancement

The purpose of this feature is to add the ability to input, process and ship drop-ship orders to consumers for our customers while adhering to already existing business rules.

This support is implemented through the use of the Customer Type File Maintenance, field “6. Use Different Identity” to indicate whether a customer type is drop ship or not.

When users answer “Y” to the field “6. Use Different Identity,” then the application will prompt the second question asking if the user wishes to use customer attribute “_IDENTITY” for identity address if attribute “_IDENTITY” has been setup. The attribute “_IDENTITY” should have the following fields:

Ref-1: Company Name
Ref-2: Address-1
Ref-3: Address-2
Ref-4: Address-3
Ref-5: Phone No.

Users can either answer “Y” or “N” to use the “_IDENTITY” attribute question. The value will be saved in a new field in the Customer Type table. If the “_IDENTITY” attribute is not set up, then the application will not prompt for this question and the field will always have an “N” value (any value other than “Y” implies “N”).

If the user answers “N” to the “_IDENTITY” attribute question, then the identity information is saved in the Customer Type record.
If the user answers “Y,” then the identity information is saved in the Customer Attribute “_IDENTITY.”  If the customer attribute is not defined,  the company name and address as set up in the Customer File will be used.

This method is more flexible than using one single Customer Type DROP to represent drop ship because now you can have multiple drop-ship customer types. Also, it is more flexible since the Customer Address (used for A/R purposes) does not have to be the same as Customer Identity Address (used for consumer relationship by drop-ship customer).

Drop-ship orders are only allowed for customers with the proper Customer Type and can be entered for any warehouse.

The Company Name, Address 1, 2, 3 and Phone No will print in place of the Customer File name on any invoice form for that customer. You must set option 6. Print Co Name On Invoice in COP Setup to be able to print the indentity name and address on the invoice.

All drop-ship customers should be assigned the invoice form base on Customer File field “36. Invoice Form” to print after successful shipping verification. This form will be generic and could be formatted as a packing list for the consumer. The main issue to be considered is the invoice laser form template. Currently, the Elliott Print Option window defaults to the invoice laser form template based on the workstation ID. Since the same shipping verification station can process various kind of orders, including regular orders and drop-ship orders, each order processed may need to use a different type of laser form. The invoice printing application will dynamically change the workstation ID and result in a different default on the laser form template.

To accomplish this, a new Global Setup flag has been added under COP-Func -> Invoice Printing:

35. DropShip CusTp to Use Inv Form# as WS Prefix? The default value is “N” for backwards compatibility. If the flag is set to “Y,” then during the invoice printing for one order only (not applicable to batch invoice printing), the invoice printing application will look up the customer type to determine if this is a drop-ship order. If so, the workstation prefix will be the customer invoice form.

For example, if the normal workstation ID is “JOHN” and the customer invoice form is “56,” the Invoice Print Option window will use the workstation ID “56JOHN.”  This allows users to choose a default laser invoice template for the workstation “56JOHN.”

If this is a regular order and customer type is not a drop ship, then the workstation ID will be “JOHN.”

The benefit of this method is that you can have different laser invoice form templates for different Invoice form numbers per customer. This allows you to generate a custom-made laser invoice (packing list) per customer.

The drawback is that you will have to set up different combinations of invoice form numbers workstation by workstation. For example, if you have 10 different shipping workstations, then each time you introduce a new drop-ship laser form template, you will need to go to these 10 different shipping workstations to set up the default for the first time one by one.

How does this feature handle the ability to enter any Bill-To and Ship-To address information on the order header while referencing the Bill-To account for payment? We currently have Global Setup flags in the Order Header Screen for the following:

12. Allow Manually Override of Ship To Address?
13. Allow Manually Override of Bill To Address?

Global Setup now allows the user to specify whether the Ship To and Bill To Addresses can be overridden for drop-ship customers. If the user answers “N” to these two flags, the application will prompt another question in the window:

Allow override for Drop Ship Customer Type? The default is “N." If set to “Y,” then the system will allow the override of bill-to or ship-to addresses for drop-ship customer types, even though these two flags are set to “N.” The end result is that flag 12 and 13 will be displayed as follows if their value is set to “N":

12. Allow Manually Override of Ship To Address? N Drop Ship Y
13. Allow Manually Override of Bill To Address? N Drop Ship N

On the other hand, if these two flags are set to “Y,” then there’s no need to prompt for the Drop Ship question. Therefore, it will be displayed as follows: 

12. Allow Manually Override of Ship To Address? Y
13. Allow Manually Override of Bill To Address? Y

This change will allow the user to enter the Ship To or Bill To address for a drop-ship customer via Order Entry, Copy Order, Sales Desk, Recurring Orders, Sales Order Import, and via web services. If the drop-ship flags are set to N, this is also enforced in these applications.

For customers running the Firearms Enhancement, only Non-BATF controlled items can be entered on drop-ship orders. This is controlled via the Exclude BATF options in the Product Category and the Item User Defined files. When entering an order for a drop-ship customer, the system will check for a valid FFL License. If no license is found or the license is expired, then the system will only allow the entry of non-BATF controlled items. If the user attempts to enter an order for a BATF controlled item, the system will either stop the entry or put the order on hold. This is controlled via option 6. Allow Entry Serial Itm For Invalid/expired FFL in Global Setup. If the order is imported the order will be placed on hold once the picking ticket is printed. If the order is generated from web services, the order will be placed on hold.


Customer Order Processing

  1. CP0000 Customer Order Processing Overview
  2. Common Reasons Why Pick Ticket Does Not Print
  3. How Do You Purge Quote Type Orders?
  4. Order Lookup by Customer and Ship-To
  5. Btrieve Error USE on COP Lock File
  6. How to Send Shipping Confirmation Email to Customer
  7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
  8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
  9. How Do I Remind Salesmen to Send Order Acknowledgment?
  10. Is There a Way to Export and Import Price Code Files?
  11. Can a Credit for Kits on an Order Return Components to Inventory?
  12. How to Add System Date and Time on Laser Pick Ticket
  13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
  14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
  15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
  16. Can Item Lead Time Be Added to the Sales Desk Screen?
  17. All of a Sudden COP Open Order Report Takes Forever to Complete
  18. Purge COP Sales Order with No Line Item
  19. The Top Barcode Will Not Scan on Pick Ticket
  20. Invoice Only Prints First 10 Characters of Purchase Order Number
  21. Why Would Invoice Balance Due Field Be a Credit?
  22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
  23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
  24. How to Lock a Sales Order from Being Changed
  25. What Do I Do With "Invoice Printed But Not OK" Orders?
  26. Warn Users When Entering COP Orders for Items Below a Certain Margin
  27. Can Elliott Support Gift Cards or Gift Certificates?
  28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
  29. Received Message "Must Run COP Setup First"
  30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
  31. Restrict User from Changing Price in COP Line Item Screen
  32. How to Determine Who Receives Shipping Confirmation Email
  33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
  34. Feature - Print Outstanding Transfers Through Invoice Edit List
  35. Feature - Date Used to Determine Price When Adding Item to Existing Order
  36. Feature - Order Release Time by Warehouse Location
  37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
  38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
  39. Feature - Order Release Log File
  40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
  41. Feature - Receive COP Transfer Order Event
  42. Feature - Location Mask Added To Label File Name
  43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
  44. Feature - Added Customer Type to Invoice Print Programs
  45. Feature - Order Acknowledgment Email Contacts
  46. How to Correct Wrong Invoice Date Once It is Posted
  47. Feature - Show Previous Qty OH in Newly Receive Inquiry
  48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
  49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
  50. CP07S1 Customer Order Processing Backorder Audit Trail Report
  51. CP0102 Customer Order Processing Copy Order
  52. CP0308S1 Customer Order Processing Purge Invoice History
  53. CP0400M Customer Order Processing Order Inquiry
  54. CP0400V Customer Order Processing Void Invoice
  55. CP0406 Customer Order Processing Freight Calculation Inquiry
  56. CP0500 Customer Order Processing Sales History Processing
  57. CP0501 Customer Order Processing Sales History Trx Processing
  58. CP0502 Customer Order Processing Post/Purge Sales History Trx
  59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
  60. CP0300 Customer Order Processing Order Billing
  61. CP0503 Customer Order Processing Sales History Reports
  62. CP0504 Customer Order Processing Sales Analysis Reports
  63. CP0507 Customer Order Processing Sales History Period File Maintenance
  64. CP0600 Customer Order Processing Order Status Reports
  65. CP0800 Customer Order Processing COP Setup
  66. CP0701 Customer Order Processing Fill Backorders
  67. CP0901 Customer Order Processing Price Code File Maintenance
  68. CP1001 Customer Order Processing Ship-To File Maintenance
  69. CP01012 Customer Order Processing Newly Received Item Inquiry
  70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
  71. CP1200 Customer Order Processing Mass Price Change
  72. CP1400 Customer Order Processing Price List Report
  73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
  74. CP1700 Customer Order Processing Invoice History Inquiry
  75. CP1720 Customer Order Processing Invoice History Report
  76. CP1725S Customer Order Processing Print Duplicate Invoice
  77. CP1800S1 Customer Order Processing Purge Line Item Audit
  78. CP1900 Customer Order Processing Line Item Auditing Inquiry
  79. CP1920 Customer Order Processing Line Item Auditing Report
  80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
  81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
  82. CPCNLORD Customer Order Processing Cancel Order
  83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
  84. CPCONMNT Customer Order Processing Contract Pricing
  85. CPCUSITM Customer Order Processing Customer Item File Maintenance
  86. CPCWLPSN Customer Order Processing Purge Customer Wish List
  87. CPCWLSCN Customer Order Processing Customer Wish List Report
  88. CPEXPMNU Customer Order Processing Sales Order Export
  89. CPFUTMNU Customer Order Processing Future Price File Maintenance
  90. CPIMPMNU Customer Order Processing Sales Order Input
  91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
  92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
  93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
  94. CPPAYSCN Customer Order Processing Payment History Report
  95. CPPICMNU Customer Order Processing Pickup Processing
  96. CPPORGSN Customer Order Processing Generate P/O Reference
  97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
  98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
  99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
  100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
  101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
  102. CPRECMNU Customer Order Processing Recurring Order Processing
  103. CPRESORD Customer Order Processing Release Held Orders
  104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
  105. CPROIMNU Customer Order Processing Recurring Order Inquiry
  106. CPSBMENU Customer Order Processing Shipment Confirmation
  107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
  108. Feature - ACH Warning When Changing Order Terms
  109. CPSLSDSK Customer Order Processing Sales Desk
  110. CPFRMMNT Customer Order Processing Invoice Form Setup
  111. Feature - Transfer Qty On Order Status Reports
  112. Feature - Shipping Verification Item Event
  113. Why Does the Sales Order Date Not Match the Entered Date?
  114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
  115. Feature - Purge WMS Staging Batches
  116. Feature - Sales Order Import Line Item Event
  117. SCLAYOUT Sales Desk Change Customer Data Window
  118. SDLAYOUT Sales Desk Screen Layout
  119. XCP0352 Customer Order Processing Print Invoices
  120. Global Setup for Invoice Printing Time Release Flags
  121. Feature - Order Ship Status Auditing Report
  122. Feature - Check for Duplicate PO During Sales Order Import
  123. Feature - Print Staging Slip by Range Selection of Bin Numbers
  124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
  125. My Users Are Not Able to Void COP Invoice After Elliott Update
  126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
  127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
  128. Close Transfer Order Requires Resetting ATP and Qty. on Order
  129. Feature-Change EDI Flag in Order Entry
  130. Feature - Control Packing List Print Depending on Work Order Creation
  131. Feature - Sales Promotion Desk
  132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
  133. Feature - Stock Analysis Processing
  134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
  135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
  136. Security Flag to Allow User to Change COP Incomplete Order to Complete
  137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
  138. Feature - Ability to Change EDI Import Path
  139. Feature - Two-Location Support In Sales Desk
  140. Feature - Print Packing List by Box Number
  141. What Do the Statuses Mean on the Order Inquiry Screen?
  142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
  143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
  144. Feature - Auto Release Held Order Utility
  145. What Other Programs Can Update Order Date Picked Field?
  146. Feature - Added "Put Away Slip" Section to Staging Slip
  147. Feature - COP Custom Product Structure to Show Price & Cost
  148. Feature - Not Allowing All Customers When Printing Pick Ticket
  149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
  150. Feature - Add First Line Bin Number Sort to Picking Ticket
  151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
  152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
  153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
  154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
  155. How to Export Price Codes to CSV File
  156. How to Create Credit Memo from Invoice History
  157. Feature - Drop Ship Enhancement
  158. Feature - Negative Discount Percent Support
  159. Automatically Create Invoice History Summary by Date Through Defer Processing
  160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
  161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
  162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
  163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
  164. Feature - Shipment Data Update Event
  165. Feature - Override or Filter Invoice Form Number
  166. Feature - Create ASN Label Records in Order Inquiry
  167. Feature - Print One Invoice with Form Selection
  168. Laser Form Templates Are Missing When Printing Duplicate Invoice
  169. Change - Shipping Verification Box Edit Serial Numbers
  170. Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
  171. Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
  172. Feature - Add Order Date and Product Category Options for Staging Slip
  173. Feature - Add Product Category Selection to Line Item Audit by Date Screen
  174. Feature - Add Customer Change Option to Order Entry
  175. Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
  176. How to Print Pick Ticket Default to Proper Destination by Location
  177. Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
  178. Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
  179. Feature - Print Total Number of Cases on Packing List
  180. Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
  181. Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
  182. Feature - Add Wish List Access to Order Entry Line Item Search
  183. Feature - Add Printing by First Line Bin to DYO Packing List
  184. Feature - Allow Invoice History Inquiry to Drill Down to Order Inquiry
  185. Feature - Added Parameters to Mass Billing by Range Criteria
  186. Feature - Added Global Setup Field "Print Total Weight On Packing Slip?"
  187. Feature - Convert F4=Custom Prod Stru Window's Components to Regular Line Items
  188. Feature - Add Serial Number to Mass Billing CSV Import
  189. Change - Price Recalculation When Quantity Changes
  190. Feature - Password Protect Erase Shipment Option in Shipping Verification
  191. Feature - Validate PO Number for EDI Orders
  192. Legend for SCN Column in Order Inquiry Shipment Verification Window
  193. Feature - Add Drill Down to Invoice When Searching Invoices by Customer
  194. Feature - PO Number Validation for EDI Customers
  195. Feature - Order Salesman Change Event
  196. Can I Get Alert When Sales Order Ship Date Is Changed?
  197. Feature - Sales Order Import Error Directory Support
  198. How to Fix COP Lock File Error When Printing Invoice
  199. Feature - Print Pick Ticket by Ship-To State
  200. Feature - Checking Restrictive Attribute for Bill to Customer
  201. How to Skip Range of Orders in COP Order Inquiry
  202. Feature - Override Ship-To Cross Reference When Exporting EDI 810 (Invoice) from History
  203. Feature - Order Inquiry Pick Date Status Notation

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