CP0800 Customer Order Processing COP Setup

Utilities Setup

COP Setup

Application Overview


COP Setup allows you to customize the package to some degree.  You will run this application once while you are converting from your former Order Processing system.  You will rarely need to refer to it thereafter.


You will be allowed to specify such things as the starting order number, profit center usage, and the taxable status of freight and miscellaneous charges.  You will also determine whether you wish to print your company name on invoices, and if statements and invoices will print on laser forms.


The responses you provide here will affect processing in a large number of programs, so consider them carefully.  Additionally, review the features and options available in Global Setup.


Run Instructions


Select COP Setup from the pull down Util_setup window.  The following screen will then be displayed:



COP Setup Entry Screen



 The following options are available:

    • Select the desired mode from the COP Setup menu bar.
    • Enter the data requested on the screen.
    • If this is the first time that you have run COP Setup, then the program will ask you to enter the data for each of the fields on the screen.  If this program has been run previously, the data entered at that time will be displayed and may be changed.


    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



    Type and Description

    1. Starting Order No

    6 numeric digits (999999).

    Enter the first order number which will be assigned during entry of orders. This field will be automatically incremented every time an order is entered.

    2. Profit Center Usage

    1 alphanumeric character

    O = Order Profit Centers

    P = Product Category Profit Centers

    If O is entered, the profit center, and department (if applicable), which is the second and third part of account number, will be entered for the order as a whole.  This is done if you wish to track revenue by sales locations rather than by product category.

    If P is entered, the profit center may be different for each line item on the order as it will be associated with the product category of each item.

    3. Misc Charges Tax Status

    1 alphanumeric character.

    N   =  Not Taxable

    F   =  Fully Taxable

    P   =  Partially Taxable

    Misc Charges Tax Status (continued)

    Enter an N if miscellaneous charges are not taxable in your state.  Enter an F if they are taxable.  If P is entered, a portion of the miscellaneous charges will be taxed, depending on the ratio of taxable sale amount to non‑taxable sale amount, e.g., if the invoice shows a sale amount of $100.00, $20.00 of which is non‑taxable, then 80% of the miscellaneous charges would be taxed.

    Default is N.

    4. Freight Tax Status

    1 alphanumeric character.

    N = Not Taxable

    F = Fully Taxable

    P = Partially Taxable

    Enter an N if freight charges are not taxable in your state. 

    Enter an F if they are taxable. If P is entered, a portion of the freight charges will be taxed, depending on the ratio of taxable sale amount to non‑taxable sale amount.  For example, if the invoice shows a sale amount of $100.00, $20.00 of which is non‑taxable, then 80% of the freight charges would be taxed.

    Default is N.

    5. Valid Price Code Types

    8 one‑digit numeric entries.  9 not allowed (9).

    The entries made here determine which price code types are used and the order which the package will check them when figuring an item's price.  See Pricing Code File Maintenance for more data on price codes.

    If you are using more than one price code type, you will need to make a decision about the order in which the codes are checked when prices are being ascertained in Order Entry.  If you are using negotiated prices (Type 1) you will want this to appear first to avoid the possibility of the customer being charged a different price from that which was agreed upon.

    Price code types not specified here will not be recognized any­where in the package.

    6. Print Co Name on Invoice ?

    Y or N.

    This flag simply determines whether the company name is printed on the invoice by the computer.  If Y is entered, the company name will be printed.  You would answer N if your company name is preprinted on the invoice form.

    Default is Y.

    7. Calc Commission Method

    1 alphanumeric character.

    Enter the commission method that will be used when calculating commission for each order/invoice.

    S = Total Sale Amount

    M = (Total Sale Amt ‑ Total Cost Amt)

    I = Item Pct/Amt

    If you select S, the commission amount will be calculated based upon the total sale amount for the order.

    If you select M, the commission amount will be calculated based upon the total gross margin (Total Sale Amount ‑ Total Cost Amount) for the order.

    If you select I, the commission amount will be calculated based upon each item on the order. The commission method for each item is determined by the item commission method in Item File Maintenance. For more information on item commission method, refer to Item File Maintenance in Inventory Manage­ment.

    Default is S.

    8. Post Cost Of Goods Sold ?

    Y or N.

    Enter whether you wish to have an I/M distribution for Cost of Goods Sold created when posting in­voices.

    Default is Y.

    9. Default Cost of Goods Sold       Acct

    An account number in the standard account number format.

    Enter the default Cost of Goods Sold account that will be used if a valid product category/location record does not exist for the item.

    Pressing the F7 key will allow you to search for the account by number or pressing the F8 key will allow you to search for the account by description.

    10.  Price Code Cost Type

    1 alphanumeric character.

    Enter the item cost to be used when using markup percent in Pricing Code File Maintenance.

    A = Average Cost

    R = Last Cost

    S = Standard Cost

    If the costing method in I/M Setup is LIFO or FIFO, the LIFO/FIFO cost will not be used for markup. Instead, the item cost selected here will be used.

    11.  Cost to Use When Posting

    1 alphanumeric character.

    A   =  Actual Cost

    L    =  Line Item Cost

    Enter the cost you wish to use when posting invoices.

    If you select L, the posting program will use the cost that was entered on the line item during Order Entry.

    If you selection A, the posting program will use the actual cost of the item at the time of posting. The actual cost used will depend on the costing method in I/M Setup.

    This field will not apply when the costing method is LIFO or FIFO The item cost when using either of these methods is calculated from the layers in the LIFO/FIFO file during posting.

    Default is L.

    12. Display Item Cost at                  Line Item Entry Time ?

    Y or N.

    If you answer N, Item Cost will not be displayed on the Order Entry screen during Order Entry.

    13. Print Cost on Edit Lists ?

    Y or N.

    If you answer N, Item Cost will not be printed on the Order Edit and the Billing Edit Lists.

    14.  Default Invoice Form

    2 numeric characters.

    Enter the default form number you want to use when printing invoices.  Default is 1.

    15.  Use Order # For

          Invoice # ?

    1 alphanumeric character.

    If you answered Y to this question, all orders will be posted to Accounts Receivable using order numbers.  No backorders will be allowed for orders.  You must select all line items and post to Accounts Receivable if the flag is set to Y.  The default is N.

    16.  Print Cost On Sales                 Repts ?

    1 alphanumeric character.

    This flag simply determines if the cost will be printed on Sales Reports.  The default is N.

    17.  Label Code ?

    1 numeric character.

    This simply determines what label code will be used when printing labels.  The label code is defined in Label Code Setup application.

    18.  Print Immediate Invoices ?

    Y or N.

    If you answer Y during Order Entry of I type, (Invoice) or C type (Credit Memo) you will be asked if you want to print invoices immediately.  If N, order entry will ask for another transaction.

    If the answer is Y to the question, you will immediately go into invoice printing.  See Print Invoices in the Processing section.

    Default is N.

    19.  Print Pic Tic On Forms ?

    1 alphanumeric characters.

    This flag determines if the picking tickets will be printed on pre-printed forms.  Default is N.

    20. Print Co Name On Pic Tic

    Y or N.

    This field is only applicable if you are printing the picking tickets on pre-printed forms.  If you answer Y to the question, the company name and address from Company Setup will print in the upper left hand corner of the picking ticket.  If you answer N, the company name and address will not be printed.

    Default is N.

    21. Print On Laser Forms?

    1 alphabetic character.

    Valid entries are:

    I    = Invoices Only

    P   = Picking Tickets Only

    B   = Both Invoices and Picking Tickets

    N   = No Laser Forms

    Enter I to print invoices on laser forms.

    Enter P to print picking tickets on laser forms.





    COP Setup





    COP Setup





    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
    204. Feature - Add "Only Release PT-C Orders ?" to Release Held Orders
    205. Feature - Invoice History Printing with Currency Conversion
    206. Feature - Add "F2 = System Date - 1" to Release Held Orders
    207. Feature - New Default Options for Line Item Request Date Cutoff
    208. Feature - Order Inquiry Revision Drill Down
    209. Feature - Erase Order Header Job Number When Convert Quote to Order
    210. Feature - Move Successful Order Import Files to Separate Directory
    211. Feature - COP Transfer Order - Skip Transfer If Transit Days Equal Zero
    212. Feature - Show Collect/Prepaid On Customer Information Screen In Sales Desk
    213. Feature - Support Bill Of Lading Shipping Label by Item Sequence
    214. Feature - Move Successful Mass Billing Import Files to Separate Directory
    215. Feature - Sales Order Import to Support Turnaround Exporting of Order Immediately
    216. Feature - BOL PRO Number Requirements for Printing and Completion
    217. Print Pick Ticket Gradual Slowdown Over the Years
    218. Feature - Trigger an Event When Printing Duplicate Posted Invoices
    219. Feature - Add SHIP-TO-XREF-NO-2 Field for EDI Processing
    220. Feature - Add VICS BOL Confirmation Number to Shipment Tracking Note
    221. Feature - Support Lower Case Purchase Order Numbers
    222. How Is Number of Boxes (Cartons) in an Order Calculated in Elliott?
    223. Feature - Shipment Verification For Pallet or Box
    224. Feature - Skip Box Data Collection Screen
    225. Feature - Sales Order Import Request Date Warning
    226. Feature - Sales Order Import ATP Quantity Warning
    227. Feature - Change Customer Data Option in Release Held Orders
    228. Feature - Sales Order Import Not To Warn If Request/Promise Date > ??? Days
    229. Support FFL Number & Expiration Date with Ship-To CSV Import Utility
    230. Post Kit Components Behavior
    231. Sales Order Import Interrupt Error Message
    232. Feature - Prompt Password in WMS/Shipment Verification When Wrong Item or Over Shipment Happens
    233. Feature - Prevent Drill Down Newly Received Item Inquiry from Sales Desk If User Does Not Have Menu Access
    234. Feature - Only Show Active Items in Newly Received Item Inquiry
    235. Issues Creating PO Requisitions After Running Out Of Order Numbers
    236. Feature - Export Serial Number with ASN (Advanced Shipping Notice / 856)
    237. Feature - Print Item Notes on Staging Slip
    238. What Are the Possible Values for the COP Order Release Flag?
    239. Feature - Added the Ability to Create an Event in COP Void Invoice
    240. Feature - Added Global Setup Field to Allow Ship-To Salesman Default to Spaces
    241. Feature - Add Update to Item Audit File When Running Future Price Posting
    242. Feature - Add Support for Import of Shipment Tracking Number for Sales Order Through CSV File
    243. Feature - Print Pick Tickets Using a Ship Via Group
    244. Feature - Sales Desk Trial Lock Logic to Prevent Locking Storm
    245. Feature - Prompt Addr & Phone in Order Ack and Email
    246. Feature - Customer File "Backorder OK?" to Add "A" (Always) Option

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