W713 Overview of Order Processing Features - Epicor · Get your order takers up to speed with an...

Summit 2007: Get Connected

W713 – Overview of Order Processing Features

Theresa RodriguezSoftware Support

Get your order takers up to speed with an overview of the features available for order processing. Join us to review order processing features you may not know about. We will also preview what’s coming for version 20, including the most commonly used and most efficient order entry techniques.

Pre-requisites: None

Wednesday, 5:00 p.m.

© 2007 Activant Solutions Inc. All Rights Reserved

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Session Objectives

Use hold reasons Use new features in order pad version 20Enhance commission matricesImplement price pick ticket feature at the customer ship-to level



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Return on Investment Opportunity

This session will help you to determine which features will increase your company’s efficiency and profitability

Agenda

1. V20 New Features2. Holds3. Price Matrix Features4. Change Shipping

Warehouse5. Inquiries



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View Vendor Claim Number


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View Original Document



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Grim Interface Added to All Matrix Listing


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Kit Entry Warning



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Price Pick Ticket Flag


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Password Process Added to Order Pad

MIN.PRICE PASSWORD



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Pick Ticket Default Days


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New Price Matrices

22 - Customer Ship-To / Product Line23 - Customer Price Group



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New Commissions Matrices

16 - Product Line/ Sales Rep17 - ProductCustomer


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Order Pad by Ship-To



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Quotation Sort Function


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Last Price Paid Inquiry



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Grim Interface to Order History Purge


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Duplicate Purchase Order Password

DUP.PO.MSG



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Charge Backorders Flag


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Agenda





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User Defined Credit Reason Codes


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Suspended Order Hold Flag



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Suspended Order Hold Flag

Applies to sales orders and quotesOrder or quote will not be put on Administrative Hold if suspendedOrder or quote will not be put on Credit Hold if suspended

Suspend Orders From Activities


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Hold All Quotes For A Customer



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Price Violations


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Unallocate Inventory if on Admin Hold



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Pre-Authorized % Invoice Hold


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Agenda





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Contract Price Matrix


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12.6059



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Price Matrix Override

The H override option lets you raise the price but you can’t lower it below the original gross price



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Price Matrix Mass Update

Matrix 1 and 6 only


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Quote/Order Created Price Matrix



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Agenda




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Changing the Shipping Warehouse



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Available in Sales Order Entry and Quote Order EntryAvailable in Dup Order, Dup Quote, Dup Order Hist and Dup Quote HistChanges shipping warehouse at header and line level



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Agenda




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Customer Sales History Inquiry



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Customer Sales History Inquiry


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Suspended Orders Inquiry



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Suspended Orders Inquiry


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Product Sales History Inquiry



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Product Sales History Inquiry


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Administrative Holds Sort Feature



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Customer Workbench


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Customer Contact Workbench



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Additional Resources

DocumentationOrder Processing

WBTCEPSolutions databaseDistributions Basics ClassCustomer websiteApplication Support Department


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Suggested Action Plan

Distribute handout of today’s session to your employees who use the Sales Order Processing moduleTest the hold features and price matrix functionality on your test account to ensure desired resultsUse additional resources provided



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Summary

Improve price matrices and contractsUse available hold featuresInquiries provide additional information


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Thank You for Attending

W713 – Overview of Order Processing FeaturesTheresa RodriguezPlease submit the Session Feedback Form

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W713 Overview of Order Processing Features - Epicor · Get your order takers up to speed with an...

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