General 2

Summary Reports

The General 2 screen is used to define the requirements for handling sales order information such as reporting requirements, order sort, line numbers, scheduled orders and ECC requirements.

Print Stock Code Summary

Select to print a summary list of all stock codes ordered in an 850 document at the end of the normal Import Report.

Print Summary after each Purchase Order Import

Select to print a summary, by stock code, at th end of each separate order contained with the 850 Import

Print Summary by Purchase Order at End of Import

Select to print details for each purchase order at the end of the 850 report. In addition, the report will also summarize the totals for all the PO's in the 850.

Form feed after each summary

If selected, each purchase order report will be separated by a blank page.

Sort Order

The products on the sales order may be sorted into stock code sequence or left in the order in which items were received. Select the preferred sort order.

Sort products on sales order in same order they were received

Select to sort stock codes in the sequence received in the 850 document.

Sort products in alphanumeric order by stock code

Select to sort stock codes in alphanumeric order by stock code.

Store Original Purchase Order Line Number?

If the original line number in the order needs to be sent back in an out going document, such as the 856 or 810, then select this option. This line number may be stored as set out below.

No

Select if the Purchased Order Line number is not required to be stored.

As a comment Line

Select to store the purchase order line numbers as a comment on the sales order. If this option is used, the comment in the sales order will need to be preceded by LIN followed by a space.

In Order Line User Field

In Order line customer form field - >  

Strip Leading Zeros from Line Number?

Line numbers may be sent in with leading zeros. Select if you want leading zeros stripped from line numbers.

Mark Orders as Scheduled Orders?

Sales Orders may be created as Scheduled Orders where each order line has its own ship date. The 850 may contain SCH segments to indicate scheduling the shipment date. Select from the following the choice that is best suited to your requirements.

Mark as scheduled order only if SCH Segment present

Selecting this option will mark orders as Scheduled only if the SCH (Schedule) segment is included in the 850 document. Ship dates will then be set on each stock line on the Scheduled order and will not be restricted to the ship date in the order header.

Mark all orders as scheduled orders

Selecting this option will mark all orders as Scheduled orders whether there are SCH segments or not.

No, but check SCH date for use as order header ship date

Scheduled orders will not be created if this option is selected. However, selecting this option will prompt the system to check for and use the SCH date as the order header ship date. This will be the default.

No, and do not check SCH date for order header ship date

Selecting this option will not create scheduled orders nor will it check for a SCH date to use as the header ship date.

ECC Controlled Stock Codes

This option is only necessary if you are using ECC (Engineering Change Control) within SYSPRO. Select the required option.

Assign Revision/Release or Import

Select to assign Revision/Release numbers when importing the 850 document.

Assign Revision Release when Shipped

Select to assign Revision/Release numbers at the time of shipment.

Save Order Analysis Information

Select to save EDI orders in the Order Analysis file in SYSPRO. This does not occur by default. The necessary Setup Options in the Setup>Distribution>Sales Orders on the General 2 Tab must also be selected.

Save rejected Line Information

The normal setup is to report a rejection and then delete the report. This option will store rejected information that is needed to be sent back out on the 855 PO Acknowledgment. Select if option is required.

Run Freight Terms/Minimum charge (EDIFTS)

This option is used only if you have the Freight Calculation Module. Select if option is required.

Create Drop Ship Purchase Orders (EDICPO)

Select to create drop-ship purchase orders .

Run 855 Export on created orders

Select to automatically run the 855 Purchase Order Acknowledgment immediately after the Sales Orders are created.