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  1. Line #: The line 

    . You can create a new template by typing in the new template name.


  2. Item #: Enter the item code that you would like to be included on the order/invoice.


  3. Description: the description is a displayed field.


  4. Quantity: Enter a default quantity or just leave it blank.


  5. U/M: Enter the unit of measure. For example: DZ, CS, BG, etc...


  6. Include: Check the checkbox if you want to include this item on the order.


  7. Active Date: Set a date when this item will be active on this template.


  8. Inactive Date: Set a date when this item will be inactive on this template.


  9. Comments: Set a default comment that the system will automatically pull into the order on the order line for this item.


  10. Pricing Method: There are 3 types of pricing method: Market, Fixed, Price Basis.


  11. Basis Code:


  1. Formula: This field is only apply to the Market pricing method. You will need to select a formula that will let the system know which daily Market price to use and when to apply it. The formulas are set up in the Market Formula.


  1. Region: This field is only apply to the Market pricing method. Enter a Market Region for this item.  


  2. Source: This field is only apply to the Market pricing method. Enter the Market Source for this item.


  3. Type: This field is only apply to the Market pricing method. Enter the Market Type for this item.


  4. Spread:

    . You can create a new template or search for existing customer location templates.

  5. Amount Differential:

    . You can create a new template or search for existing company templates.

  6. Percent Differential:

    . You can create a new template or search for existing division templates.

  7. Percent First:

    . You can create or search for template(s) for a date or a range of dates

  8. Round:

    . You can create or search for template(s) by day of week - Sunday, Monday, etc...

  9. Ceiling Price:

    . You can create or search template(s) by Order Date, Ship Date, or Delivery Date.

  10. Floor Price:

    . You can create or search template(s) by Template type category - Order, Invoice, or Both.

  11. Alt. UOM:

    . If this checkbox is check, it means this template is restricted, and the user cannot add any items that are not setup in this template when creating a new customer order.

  12. Alt. Basis:

    . If this checkbox is checked, the system will automatically load this template when creating a new customer order.

  13. Pricing Comment:

    . You can create a new template or search for existing division templates.

  14. Return Item:

    . You can create or search for template(s) for a date or a range of dates

  15. Reclass:

    . You can create or search for template(s) by day of week - Sunday, Monday, etc...

  16. Age:

    . You can create or search template(s) by Order Date, Ship Date, or Delivery Date.

  17. Inventory Location:

    . You can create or search template(s) by Template type category - Order, Invoice, or Both.

  18. Freight Cost:

    . If this checkbox is check, it means this template is restricted, and the user cannot add any items that are not setup in this template when creating a new customer order.

  19. Customer Item:

    . If this checkbox is checked, the system will automatically load this template when creating a new customer order.



 

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