CP0501 Customer Order Processing Sales History Trx Processing

Sales History Trx Processing

Application Overview

 

The Sales History Trx Processing is a standard transaction entry module allowing add, change and delete/inquire functions, as well as an edit list print‑out to verify that the transactions entered are correct.  You may also print two lists that analyze sales by customer and invoice date or by location and item number.  Once the transactions have been entered and verified as correct, you may post them to the Sales History file by means of the Post/Purge Sales History Trx application in the Processing pull down window.

 

Normally, sales transactions are posted into the Sales History Transaction file directly by the Post Invoices to A/R application and from there they are posted into the Sales History file.  There are two situations in which this does not happen, however, which necessitates the availability of this application.  The first of these situations is where the user first brings up COP and wishes to load the Sales History file with data from his former order processing system.  The second situation is where the user has created sales transactions through Accounts Receivable and now needs to transfer this data into Sales History.

 

Run Instructions

 

Select Sales History Trx Processing from the pull down COP Processing window.  The following screen will then be displayed:

 

                                

Sales History Trx Processing Entry Screen

 

 

 The following options are available:

    • Select the desired mode from the Sales History Trx Processing menu bar
    • Enter the data requested on the screen

     

    To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Name

    Type and Description

    1.  Invoice Date

    A date in the standard date format.

    Enter the date of the invoice.

    2.  Customer No

    6 alphanumeric characters.

    Press the F7 key for customer search by number or press the F8 key for a customer search by name.

    3.  Invoice No

    6 numeric digits (999999).

    Enter the invoice number.

    In change mode, this entry defaults to the invoice number, by pressing the RETURN key, of the first transaction on file with the above‑entered invoice date and customer number.  When this in­voice number displays, the question Right Invoice? will appear.  Answering Y to this question will advance you for entry of the next field.  Answering N will display the invoice number of the next trans­action on file for the invoice date and customer number.  This sequential search and display of these invoice numbers will continue until you answer Y to the Right Invoice? question, press the Esc key or enter a specific invoice number.

    4.  Item No

    15 alphanumeric characters.

    Enter the item number. Press the F7 key to search for the item by number or press the F8 key to search for the item by name.

    As in the entry of the invoice number, this entry defaults by pressing the RETURN key, in change mode, to the item number of the first transaction on file with the above invoice date, customer number and invoice number.  The sequential search and display of the item number will continue until you answer Y to the Right Item? question, press the ESC key, or enter a specific item number.


    5.  Location

    2 alphanumeric characters.

    Enter the location code for the warehouse from which the merchandise was shipped. The entry must be a valid location.  Default is the item's default or manufacturing location.

    In add and change modes, press the F7 key to search for Location.

    6.  Salesman

    3 alphanumeric characters.

    Enter the salesman for this sale.  The salesman number entered must be a valid salesman.  Default is the salesman number from this customer's record in the Customer file.

    In the add or change modes, press the F7 key to search for Salesman.

    7.  Sale Quantity

    A standard quantity format.

    Enter the sale quantity.

    8.  Sale Amount

    10 numeric digits with 2 decimal places and an optional minus sign (99,999,999.99‑).

    Enter the sale amount.

    9.  Cost Amount

    10 numeric digits with 2 decimal places and an optional minus sign (99,999,999.99‑).

    Enter the cost amount.

    10. Ship-To No

    4 alphanumeric characters.

    Enter the Ship-To code that carries the shipping address requested by the customer.

    11. Order No

    6 numeric digits (999999).

    Enter the order number.

     
    Edit List

     

    Name

    Type and Description

    Starting Invoice Date

    A date in the standard date format.

    Enter the starting date of the range.  Defaults to All.

    Ending Invoice Date

    A date in the standard date format.

    Enter the ending date of the range.  Defaults to the starting date.

    Starting Customer No

    6 alphanumeric characters.

    Enter the starting customer number of the range.  Defaults to All.

    Ending Customer No

    6 alphanumeric characters.

    Enter the ending customer number of the range.  Defaults to the starting customer number.

     

    Cust/Invoice List
     

    Name

    Type and Description

    Starting Customer No

    6 alphanumeric characters.

    Enter the starting customer number of the range.  Defaults to All.

    Ending Customer No

    6 alphanumeric characters.

    Enter the ending customer number of the range.  Defaults to the starting customer number.

    Starting Invoice Date

    A date in the standard date format.

    Enter the starting date of the range. Defaults to All. 

    Ending Invoice Date

    A date in the standard date format.

    Enter the ending date of the range.  Defaults to the starting date.

     
    Loc/Item List

     

    Name

    Type and Description

    Starting Location

    2 alphanumeric characters.

    Enter the starting location of the range.  Defaults to All.

    Ending Location

    2 alphanumeric characters.

    Enter the ending location of the range.  Defaults to the starting location.

    Starting Item

    15 alphanumeric characters.

    Enter the starting item of the range.  Defaults to All.

    Ending Item  

    15 alphanumeric characters.

    Enter the ending item of the range.  Defaults to the starting item.

    Starting Invoice Date

    A date in the standard date format.

    Enter the starting date of the range.  Defaults to All.

    Ending Invoice Date

    A date in the standard date format.

    Enter the ending date of the range.  Defaults to the starting date.

     

    Sales History & Stock Analysis Report

     

    Name

    Type and Description

    Sales as of Date

    A date in the standard date format.

    Enter the sales effective date.  Defaults to the current date.

    Year Start Date

    A date in the standard date format.

    Enter the report year start date.  Defaults to January 1st.

    Period Start Date

    A date in the standard date format.

    Enter the report period start date.  Defaults to the first date of the period.

    Location  

    2 alphanumeric characters.

    Enter the location you want to use for the report.  Defaults to All.

    Product Category

    3 alphanumeric characters.

    Enter the product category you want to use for the report.  Defaults to All.

    User Defined Code

    2 alphanumeric characters.

    Enter the user defined code you want to use for the report.  Defaults to All.

    Customer Type

    5 alphanumeric characters.

    Enter the customer type you want to use for the report.  Defaults to All.

    Create CSV File ?

    Y or N.

    Answer whether you want to create a CSV file from the report generated or not.  Defaults toY.

    If Item Has No Sales Only Print That Has Qty OH/Ord ?

    Y or N.

    Answer whether you want the item to print if there are no sales numbers, but has either a quantity on hand or on order, or not.  Defaults to blank.

    CSV File Path

    50 alphanumeric characters.

    Enter the file name and path you want to use for the CSV file.  Defaults to blank.

     

     

     



     

    Sales History Trx Processing

     

     

     


                           

    Print Transactions Edit List

     

     

     



     

    Print Sales History Trx By Customer/Invoice

     

     

     

     


     

    Print Sales History Trx By Location/Item

     

     

     

     

     

    Sales History & Stock Analysis Report

     

     

     

     

     

     

    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

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