CPSLSDSK Customer Order Processing Sales Desk

Sales Desk


Application Overview


Sales Desk is designed for companies who need versatile order entry functions and improved customer service.  It is designed to be used by salespersons, order entry personnel and telemarketers.  Sales Desk is extremely helpful when you have customers calling to inquire on stock availability and pricing before they purchase, as well as for shipping from multiple locations.  Also, the captured data in Sales Desk provides management with useful information for sales and marketing analysis.




·         Creates an integrated environment for sales and order entry personnel to perform stock inquiries, price inquiries, sales quotes, and enter the order all from one screen. Greatly improves performance and speeds up the sales process.


·         Provides sales and customer service personnel with additional commonly used functions such as: view invoice history by customer or item, check customer accounts for open item or historical data, credit information, change customer contact, address and phone number, etc.  Improves customer service.


·         Handle multiple locations with ease.  Sales Desk will work well even for the large size organization.


·         Certain areas can be customized by the user and tailored to their special needs without source code level changes.



Sales Desk Integration


Before using, Sales Desk requires setup procedures as detailed in the Global Setup – Sales Desk section of this manual. 


Sales Desk is a powerful program that can greatly improve the speed and efficiency of processing orders, quotes, capturing new business, and building customer relationships.  After setting up Sales Desk, you should set up a Procedures and Policy guideline for COP sales entry personnel and Sales Desk users.  Many of these procedures and policies can be defined in Sales Desk setup. 


Sales Desk does not currently support the following:


  1. Vertex Sales Tax Interface
  2. “I” and “C” type of Orders for Serial/Lot and Multi-Bins
  3. Feature/Option & Kit items.


Sales Desk Scenario


The following telephone scenario is an example of how you can use some of the Sales Desk features.  The features used and their associated functions will be detailed in the Run Instructions that follow this scenario.


C = Customer

H = House, (salesperson or order entry person)



C:   This is Mike Jones with the J. Q. Williams Company in Atlanta, GA.  I need a price and availability for your item CLOCK.


H:   Hello Mike, this is JEC.  How many CLOCKS do you need?


C:   I need 120.


H:   Mike, I can ship them all out today.  I only have 12 that I can ship from our Atlanta warehouse, but I will send you 48 from our Dallas warehouse and the balance from our LA warehouse.  Your price is $13.175 each.  Would you like to place the order?


C:   They only cost me $12.50 last time.  How come they’re more expensive this time?


H:   Let me see.  You purchased 2 at $15.50 EA on 03/23/00, Invoice # 3035.  Your P.O. number was 100-10164.  Mike, you actually get a much better price this time.


C:    Well, maybe I was confused with another item.  I only need 60 of them right away.  The other 60 won’t be needed until 30 days later.  Will you be able to ship me 60 clocks from Atlanta warehouse in 30 days?


H:    Let’s see.  Yes, I see there’s a PO where we are scheduled to receive 576 clocks 15 days from now.  I can put your other 60 clocks to ship from our Atlanta warehouse 15 days from now.  Also, most of the people buy CLOCK with CLOCK-ADJ together.  Would you like to have CLOCK-ADJ go with your order?


C:    For now I don’t need CLOCK-ADJ. But, I will place the order with you for the other 60 CLOCKS 15 days later.    Also, could you check the availability for “Soldering Iron Number 2”.


H:    We don’t have any “Soldering Iron Number 2” on stock right now.  However, I do “Soldering Iron Number 1” in stock.  Would you like to order them?


C:   No, that’s OK.  That will be all for today.


H:   Okay, let me verify billing and shipping addresses.  Our record shows that you are at


1500 State Ave.

                                                Atlanta, GA 30329

                                                Phone Number: 443-268-2552


      Is that correct?


C:   No, we recently moved our main office, the new address is:

                                                3479 Peachtree Road NE, #200

                                                Atlanta, GA 30329

      The phone stayed unchanged.  Actually, I need you to ship to our Store #100, not our office.


H:    No problem, I have just changed your address in our customer master record.  I have also change the order to ship to store #100.  How would you like the order to ship?  Ground,  2nd Day or Next Day?


C:    I need the clocks right away.  From your Atlanta warehouse ship UPS Ground and UPS Next Day from your Dallas warehouse.


H:    OK. Your freight for Atlanta shipment will be $10.00 and for Dallas, it will be $27.89.  Is there a PO number?


C:    Yes, use PO number: 100-12234.


H:    OK, your orders are all done now.  The orders will ship COD and you will receive two different shipments.  Please write down the following information for reference purpose:




      Our system noticed you have an outstanding credit of $100 and I applied it your order from the Atlanta warehouse.


C:   You know, your system is pretty smart.  With most of the other companies I do business with, I have to specifically mention my outstanding credits before they will apply them to my COD.  What kind of software do you use?


H:   We use Elliott Business Software.  It’s great!


Scenario Highlights:


1.       Sales Desk allows salespersons to enter the caller name for reference in the later conversation.


2.       Sales Desk provides stock inquiry ability and immediate pricing information, to include historical drill downs to show the last purchasing information.


3.       Sales Desk provides access to other locations inventory and places multiple location shipments on the same sales desk order.


4.       Sales Desk allows checking for future quantity availability (Available To Promise feature) and cah help capture future potential business.


5.       Sales Desk suggests accessory items that should go with a main item to maximize.


6.       Sales Desk suggests substitute items when you don’t have sufficient quantity for an item.


7.       Sales Desk allows salespersons to verify address and phone numbers with customers and update customer file.


8.       Sales Desk can use multiple different ship via codes for multi-warehouse orders.


9.       Sales Desk can calculate freight automatically to quote customer at time of order entry.


10.   Sales Desk can apply customer’s open credits to the order, ideal for Pre-Paids and COD’s.


11.   Sales Desk generates sales orders automatically after salespersons finish conversation with customers.



Note:    All pricing, quantities available by warehouse, future quantity and other information given to Mike above were done from within Sales Desk and without having to leave the Sales Desk screen. 

Run Instructions


The main Sales Desk screen consists of  three areas:


Area 1:       This is the customer information area where you would enter the caller, customer, salesman and confirm the discount percent.


Area 2:       This is a user definable area (Global setup, COP-Enh, Sales Desk Screen Layout).  It may contain either customer or item information.  The default setting is for item’s information only.  The customer information will be displayed immediately after customer is entered.  The item information will be displayed immediately after item is entered in Area 3.


Area 3:             This is line item scrollable area where it can display up to 6 line items at a time.  All line item will be entered here.




1.    Enter Caller Name:    This field is not mandatory.  However, it is helpful in remembering and saving the person’s name that you were talking to for reference purpose.  If you leave this field blank and after you enter the Customer Number, it will default the Contact defined in the A/R Customer file.


      Enter Customer number:  This is a required field.  If the customer is not on file, you can add them using the F5 function key, (Options – Add Customer).  In this field you will have 5 function keys available to you in the bottom menu bar.  They are:


F2  =    Quotation By User.  This will give you a window of a list of quotations sorted by descending sequence for the quote that you (salesperson) entered.  This is a useful function if you wish to retrieve a quotation you did recently.


      F3  =    Enter Quotation No.  At the end of your conversation with customer, even if you they did order anything from you, you still can give them a quotation number.  If customer calls back and refers to a quotation number, then any salesperson can bring up that quote by quotation number.


    F5  =   Options, you can access various different functions through the option key.  The type of functions that are available to you depend on the area you are in (whether customer number or item number has been entered).  At this moment, you can add a customer, check for newly received inventory, print order or invoice edit list.

    F7  =   Search By Customer No.

    F8  =   Search By Customer Desc.


After you enter the customer number, the system fills in Area 1 with default information. Depending on your setup, the customer’s credit Info window may pop up if there is a credit problem.


Enter Salesman: Salesman field defaults to the salesman defined in the customer file (Unfortunately, it won’t default to ship-to file’s salesman like order entry at this moment because ship-to is not identified yet).  However, you can override it.  The system also gives you additional Functions Keys you can use,  See figure  below.



F1: Enter Caller, this gives you the opportunity to update the caller name.  You may need to use this function if you leave the Caller field blank and the default contact from customer file is different from the caller.  Make sure the caller name is correct so you won’t call your customer by the wrong name.


F2: Quote by Customer.  You may use this function if customer calls back and wishes to confirm the earlier quote. F2 will bring up a list of quotes for this customer sorted by the descending sequence.


F3: Copy Quote.  This is to copy a quote from a “Q” type order in order entry.  The “Q” type order is saved as a template.  For example, if you know a customer always orders from 20 different items.  Before you call your customer to solicit his business, you can enter these 20 different items as a “Q” type order.  In Sales Desk, once the customer number is entered, you may copy this template to Sales Desk, all line items copied over will have a status of “Q” (Quote).  You will then talk to your customer on the phone and confirm with him which item he/she would like to order and make that line item status change to “C” (Confirmed).  Once you finish confirming line items, the system automatically generates a sales order.   Each customer may have multiple templates (Quote).  To differentiate multiple templates, it is suggested that you put reference information in “Shipping Instructions” in the “Q” type order.  When you press F3, all quotes for this customer will be brought up in a window and “Shipping Instruction” is displayed in the window and can be used as a key reference to differentiate one from the other.


F4: Invoice History.  Displays customer invoice history and lists the last purchase entries for each item that this customer has purchased.  This is a useful tool to suggest customer what they should buy this time.  For example, you may suggest to customer that they may need item “CLOCK” since the record shows last time they purchased “CLOCK” was 90 days ago and you know they usually will run out of stock and re-purchase in 90 days.


F5: Options.  There are various different functions that you can access with F5. Some are to display Customer Information, Credit Information, Customer Account Inquiry, Customer Account Summary or Change Customer Data.


F7:   Search for a Salesman to change the salesman of record for the order.


Once you leave the above window by pressing enter or finish searching for a salesman, the system will prompt you for discount percent.


Enter Discount Percent:     Discount percent default from customer file and you can override it.  This the discount you will give to this customer in addition to the regular price setup in the system.  Once you finish entering this field, the system takes you to the line item entry field, (screen section 3), and gives you a new set of functions keys to work with.  See Figure next below page.


NOTE:        Sales Desk integrates with the Credit Check & Release features.  Any credit problems will appear in the COP sales orders where the Credit Manager or order entry personnel, depending upon company policy, can review them.  Sales Desk is best used for customer service functions such as doing stock status and price inquires for customers, as well as informal quotes, and then entering (creating) them as orders.


F2:         This is a toggle switch for “Show Confirm Only” or “Show All”.  As you enter line items, the system will ask if you want to confirm this item to be generated on the sales order.  In the process of entering line items, you may have a combination of confirmed and quoted items (quotes and inquiries).  If you only want to see the confirmed items, press the F2 Key.  After you are in the “Show Confirm Only” mode, the F2 Key prompt will be “Show All”.  If you press the F2 Key now, the system will show all line items entered and the F2 Key prompt will be “Show Confirm Only.”


F4:         Use this key when you want to delete the line item that is highlighted.


F5:         Gives you the following options:


Newly Received Item:            Shows newly posted receiving with current Qty on hand and Qty available so that salesmen can pinpoint “Hot Items” just received.


Customer Information:            Shows basic customer information including address, phone, contact, salesman, terms, ship-via, discount and sales tax information.


Credit Information:                  Shows various customer credit information.


Customer Account Inquiry:     Customers A/R Open Item inquiry

                                                        Customer History Item inquiry


Customer Acct. Summary:   Summarized version of the above.  This and previous functions allow the salesperson take a look of customer payment pattern to see if this is a credit-worthy customer.


Change Customer Data:          Allows you to change certain customer fields (user definable).  For example, you may wish salesperson to verify customer’s phone and address as they are taking the orders, and making necessary changes to those fields if changed.  However, you may not want salesman to change other field like terms code, customer type, discount percent…etc.  To setup  fields that salesperson can change, go to Elliott Main Menu à Util-setup à Global setup à cop-Ctrl àcHg cust screen layout.


Print Order Edit List:               If you know the order number, you can print out the order edit list right here.   


Print Invoice Edit List:             If you know the invoice number, you can print out the invoice edit list right here. 


F7:         Use this key to lookup an item by the item number

F8:         Use this key to lookup an item by the item description

Esc:        Exit/Confirm. 




After entering a line item, (area 3), the system displays the items information in area 2. System displays the item description and places the cursor in the “WH” (warehouse) field.  Either customer’s location or item default location will be placed here depend on the setting (refer to setup for more details).  At this moment, a couple of things may happen depending on your setup:


Item Notes:  Item Notes may automatically popup if the setup for notes indicates so.  This is a useful function to remind salesperson about certain things that should be mentioned to the customer.  This may include, but not limited to, accessories that you could sell to this customer.


Enter Warehouse:  Once in the “WH” field, you can either accept the default warehouse (either customer’s default location, or item’s default location depending on your setup), or choose a different location if the default location does not have sufficient quantity on stock.  We even allow you to choose a different location at the line item level in Sales Desk.  Once the actual sales order is generated from Sales Desk, the system will break it down into multiple sales orders by location (since O/E sales order can only handle one location per order).  The system gives you the following 3 functions keys to work with in this field:


F3:        Substitute Item, (allows you to recommend a list of substitute items if you do not have sufficient quantity on hand).  You are allowed to have multiple substitute items defined in a substitute class.   Please refer to “Substitute Item” feature for more information.


        F5:       Options


Newly Received Item      

Customer Information     

Credit Information       

Customer Account Inquiry 

Customer Account Summary 


Available To Promise:     This is the function to view all outstanding sales orders (requirement) and purchase orders (replenishment) to project your future quantity on hand balance by date.  With this function, a salesperson can tell the customer the next delivery date due-in when there is insufficient stock on hand for the item they need.


Component Availability:  If you are a manufacture, if may wish to know if you have sufficient components on hand to full fill customer’s order.  Component Availability search will explore the parent item and determine the maximum quantity you can produce based on the component availability.


Price Break:                      This option will open the price break window for detail quantity break and price.  It will also show cost, discount, last selling price, on sales info, etc.


Item Invoice History:      This option will drill down to invoice history by item to show the recent sales information for this item and give salesperson a comparison base for pricing.


Cust. Invoice History:     This option will drill down to invoice history by customer/item to show the recent sales information for this customer.  For example, you can easily find out the last selling price for this customer on this item, and the date, invoice number, quantity, etc.


Change Customer Data

Print Order Edit List    

Print Invoice Edit List  


F7:             Multi-Location information as show in the Figure below.  This function allows users to check for inventory in other locations if the default location does not have sufficient stock.



Enter Quantity: Advancing from “WH” to the “Qty” field, the system gives us the following Function Keys to work with:

F2: Change Item Description.  Just in case you want to modify the default description for this line item, you may use this option.


F5: Options, same as when in “Item No.” and “WH” fields.


Enter Price: Advancing from “Qty” to “Your Price” field, the system gives us the F5=Options prompt to work with again.  These are the same options as in “Item No.”, “WH”, and “Qty” fields.  The price system showing in this field is equivalent to the “Unit Price” field on order line item screen, which is after applying the price code and sales price.  This may also be a price after applying the discount percent as enter in the area 1, depending on the setup (Global setup, COP-Func, Order Line Item Screen).  Also, at this moment, if there’s not enough quantity availability to fulfill the order, system will popup with a small window on the top right hand corner to show “Quantity Exceed Available”.


Confirm Status: From the “Your Price” field, the system advances us to the “ST” field.  The status for a line is “Q=Quote” or “C=Confirm”.  In this “ST” field, we once again have access to the F5 Function Options.


Depending on whether you turn on “Quotation Comment” in the setup of Sales Desk function, if you flag this line item as a “Q” status, the system will prompt us for a Reason and Comment Code as to why you did not win the quote.


Depending on whether you turn on “Enter Line Item Additional Data” in the setup of Sales Desk, if you flag this line item as a “C” status, the system will ask you for some additional order line item information, (Cost, Discount Percent, Vendor, Product Category, User Defined Code, Request and Promise dates).


Note:    The line item entry screen provides 6 line items per screen.  By using the Page Up or Page Down keys, you can scroll the line item area to enter or change more line items.


Once you complete all line items and exit, (Esc/Confirm), the system will ask if you want to create a sales order, see Figure below.

Order Header


If you selected “Y” to create the sales order the system opens up a screen similar to sales order header with a few fields that you need to complete, see Figure below.



You should start by confirming address with customer.  If the address is correct, proceed to finish the header information.  If the address is incorrect, you should hit ESC key at this moment to go back to previous Sales Desk screen, and press F5 to change customer’s address.  After that, you can hit ESC key, confirm to create sales order and come back to the header screen again.


You will enter this screen just as if you are entering the order header.  Fields 17 – 18,  will repeat for the number of locations you have for the line items.  You can have up to 6 locations per sales desk order. 


Ship Via Code


You can specify a different ship-via code for different location.  For example customer needs merchandise from both LA and NY warehouses next day; if customer is in Los Angeles, we may ship from LA warehouse through UPS ground, and UPS red from NY warehouse.




Sales Desk has ability to calculate freight automatically.  The system assumes everything will be in one box and use item weight to calculate the freight charge automatically.  However users also have to option to manually enter the weight, value, and number of boxes for the system to calculate freight.  For more detail, please refer to Freight Calculation feature.  You can also leave freight charge blank and let shipping manifest or the billing process determine the appropriate freight charges.


Misc. Charge


System can also automatically calculate miscellaneous charge based on terms code setup.  This would normally be used for (1) A fixed COD charge like $5.00 regardless number of boxes.  (2) Credit card charge.  For example you may charge you customer 3% of the selling price if they pay you by credit card.


Multiple Locations Order


For multiple locations sales desk order, each location will be created as an individual sales order and picked and invoiced separately.


Open Credits


If the deposit feature is turned on (Global setup, COP-Func, Order Billing), the system can optionally detect if there’s an open credit (or payment) for this customer to be used for this order.  This is especially important for COD customers.  If a COD customer has outstanding credit with you, and you still COD them with the full invoice amount, your customer is pleased.


Credit Checking and Releasing


If you enable credit check feature, system will check if the order should be put on hold and send for credit manager for approval.  The reason why the order is put on hold will be saved in a note record that’s attached to the order header record.



Sales Desk Reporting


Rather than creating standard reports that may be meaningful to one company, but superfluous to another, we opted to create a Sales Desk database that you can access with Crystal Report Writer.  This will allow you to design and customize exact reports for just information that you want to see.


            Database files are:                     CPSLSQUO      Sales Quotation File

                                                               CPQUOITM       Sales quotation Item File

                                                               CPQUOCMT      Sales quotation Comment File


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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