How To: Setting Up Order Processing Preferences (02-08-90-01)

(Y/N)

If Y, the system does not require you to press the Tab or Enter key to move to the next field or to submit information (Non-GUI screens only).

(Y/N)

Enter Y to create a ‘DX’ transaction when changes are made to an order through Order Maintenance (02-08-03). ‘DX’ transactions print on the Sales Transaction Audit (02-03).

NOTE: This preference must be set to Y if Written Sales are being captured.

Enter N and a ‘DX’ transaction is not created when changes are made to an order.

(Y/N)

If Y, an order can be shipped even if there is money due.

If N, an order cannot be shipped until the entire amount due is collected.

(W/B)

Enter W and order information is written to the Sales Transaction files for the branch designated as the ‘P/U location for DD’ in Branch File Maintenance (30-02-02).

Enter B and the order information is written to the Sales Transaction files for the original sales branch (Audit Branch).

(Y/N)

Enter Y and for orders that are Quick Shipped (02-08-03) from a POS Terminal, the system will use the ‘Normal Inventory P/U Location’ set up in Branch File Maintenance (30-02-02) as the pickup location for the order.

Enter N and the pickup location originally specified on the order will be used for orders that are Quick Shipped from a POS Terminal.

(Y/N)

If Y, at the time of Order Update (02-08-16), the system will look in the Inventory Master File (03-01) and use the current cost from Field 14, Unit Cost.

If N, at the time of Order Update, the system will use the Unit Cost that was obtained during POS Entry.

(Y/N)

Enter Y to prorate the customer’s deposit during shipping. The Balance Due for the partial shipment (if the customer has not already paid in full) will be calculated using the following formula:

If preference #5 ‘Allow Shipping with Balance Due?’ is set to N, the balance must be paid in full. The collected money is first applied to the shipped lines amount; any remaining amount goes toward the unshipped lines.

Enter N and the customer’s deposit is not prorated. There are two scenarios:

Scenario 1: If the customer’s deposit is equal to or greater than the shipped lines (or the orders is already paid in full), the Balance Due will be zero ($0.00).

Scenario 2: If the customer’s deposit is less than the amount of the shipped lines, the Balance Due will be the difference between the total amount of the shipped lines and the deposit. If preference #5 ‘Allow Shipping with Balance Due’ is set to N, the entire balance must be paid in full. The collected money is first applied to the shipped lines amount; any remaining amount goes toward the unshipped lines.

(N)

As of Tyler’s 21.500 release, this preference should no longer be used to password protect fields in Order Maintenance. The Maint Password Protection selection (02-08-90-08) is now used to protect those fields. In order for Maint Password Protection to work properly, you must set this preference to N.

If this field is currently set to Y, you will need to enter the existing password before it can be set to N.

(Y/N)

Enter Y if Order Check-In (02-08-15) is a mandatory step in your company’s shipping process. When using Tyler’s Standard/Long Method of Shipping process, you will need to check in each order before it can be updated.

(Y/N/5/7/B)

Enter Y to require an invoice print when running Quick Ship (02-08-03) and Order Check-Out (02-08-11). An order cannot be updated until the invoice has been printed.

Enter N if no invoice is required before an order can be updated.

Enter 5 to only require an invoice print Quick Ship.

Enter 7 to only require an invoice print from Order Check-Out.

Enter B to only require an invoice print for backorders.

(0-99)

Enter the number of days that delivery information should be kept in the system. Enter “0” (zero) to never purge this information.

Delivery information can be viewed through the Final Order Register selection (02-08-17) and manually purged through Delivery Totals Hist/Purge (02-08-91-06). When the purge selection is run, the number of days entered in this field will pre-prompt for purge. Additionally, the Delivery Totals Hist/Purge selection is run automatically when you run Start Of Day (01). Delivery totals history is purged based on the entry for this preference.

(Y/N)

If Y, you can only ship orders when there is enough inventory to satisfy the quantity ordered (no backordered items).

NOTE: The ‘Auto Interface To P/O’ preference in Trans Entry Pre-Prompt (02-18-01) must be set to Y to use this preference.

NOTE: This preference only applies to orders that are being shipped using the Standard/Long Method of shipping. If an order is shipped through the Quick Ship selection (02-08-03), this preference is ignored.

(Y/N)

If Y, a Shipped Order is automatically updated upon exit of Quick Ship (02-08-03) or the Order Check-In selection (02-08-15). The status of the order will change to an ‘X – History’ and Order Update (02-08-16) will not need to be run.

If N, orders are not updated until you run Order Update. After shipping orders through Quick Ship or Order Check-In, the status of the order will be ‘5-Ready for Update’.

(T/D)

If T, orders with the earliest transaction date are filled first.

If D, order with the earliest delivery date are filled first.

(Y/N)

If Y, the Sales Transaction Audit (02-03), Amounts to GL (02-04), and Update (02-05) selections can be run even if there are orders in shipping for that day.

If N, the Sales Transaction Audit, Amounts to GL, Update selections cannot be run if there are orders in shipping for that day. The message ‘Orders Exist With A Shipping Date On Or Before This Day For Branch Xxxx Day Will Not Complete Until These Orders Are Updated Or Unconfirmed’ appears when you run the audit.

(1,2,4,5)

Enter the status of orders for which ML (Middle Layaway) payments are allowed. For example, entering ‘2’ will allow ML payments on orders with a status of 0, 1, or 2. Entering 5 will allow ML payments on orders with a status of 0, 1, 2, 4, or 5.

(Y/N)

Enter Y and when an item is added to an order through Order Maintenance (02-08-02) that meets the Environmental Tax criteria, the Environmental Tax line will automatically be added to the order.

Enter N and even when an item that meets the Environmental Tax criteria is added to an order, the Environmental Tax line will not be added to the order.

(Y/N)

Enter Y to display the Room drop-down box on the Detail Tab of the POS screen (02-02). The Room list can be used for a number of different purposes based on your company-specific needs. Both the list name (set up in the ‘Text Label for Room’ preference below) and the list options (set up in Room List Maintenance (02-08-90)) are customizable.

For example, you could define the options that appear in the list as ‘Family Room’, ‘Dining Room’ and ‘Master Bedroom.’ When an order is entered in POS, you would select a room for some or all of the items added to the transaction. When GUI invoices and Packing Sheets are printed, they will be organized by room so that delivery personnel can quickly see where to place the item(s) in the customer’s residence.

Enter N and the Room drop-down list does not appear in POS Entry.

The default label for the Room drop-down box is ‘Room.’ However, you can change the name to meet your company-specific needs.

(Y/N)

Enter Y and the cursor will automatically go to the Ship by Item box when you enter Quick Ship (02-08-03), Order Check-Out (02-08-11), or Order Check-In (02-08-15). The Ship by Item box is located at the bottom of the screen and is used to quickly ship/verify items by scanning or entering the item number.

Enter N and Quick Ship, Order Check-Out, and Order Check-In default to the Ship by Line option.

(Y/N)

Enter Y and if the Auto Interface to P/O preference is set to Y in Trans Entry Pre-Prompt (02-18-01), the Purchasing Lead Time settings (04-54-61) will be used for customer orders that request a purchase order.

(Y/N)

Enter Y to enable the Auto Quick Ship option in Quick Ship (02-08-03). See the ‘Using Auto Quick Ship’ section of this document for more information on this feature.

Enter N to disable Auto Quick Ship.

(Y/N)

Enter Y to enable the Auto Check-Out option in Order Check-Out (02-08-11). See the ‘Using Auto Check-Out’ section of this document for more information on this feature.

Enter N to disable Auto Check-Out.

(Y/N)

Enter Y to enable the Auto Check-In option in Order Check-In (02-08-15). See the ‘Using Auto Check-In’ section of this document for more information on this feature.

Enter N to disable Auto Check-In.

When unconfirming an order on which serial numbers and/or locator numbers were entered during shipping, you have the option to ‘clear serial numbers and locators entered during shipping’ or ‘keep serial numbers and locators entered during shipping.’

This preference is used to specify the location that the locator item will be returned to if the ‘keep serial numbers and locators…’ option is selected.

Enter a valid location for the locator item. This location will automatically prompt when unconfirming an order (in the situation described above). If necessary, you can change the location at that time.

(Y/N)

Enter Y and Point of Sale terminals are only allowed to access orders from their own region in Order Maintenance (02-08-02).

Enter N and Point of Sale terminals can access orders for any region in Order Maintenance.

(Y/N)

If Y, serial numbers and locators can be entered for items using Order Maintenance (02-08-02).

If N, serial numbers and locators cannot be entered for items using Order Maintenance.