The type of Order Tracking can be set up for each Customer in the Order Tracking > Customer Parameters screen.
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Field Name |
Description |
Validation |
Default |
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Customer |
Select the Customer code that requires Order Tracking |
Mandatory |
Blank |
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|
Order Tracking |
Select the type of Order Tracking |
Mandatory |
Blank |
|
|
Header Level |
Select the type of header information shown |
Mandatory |
Blank |
|
|
Shipping Documents Checklist |
Select whether a document checklist is shown against shipments |
Mandatory |
Blank |
|
|
Created By/On |
The User Name of the person who originally created the entry. |
Read-Only Fields |
User Name |
|
|
Modified By/On |
The User Name of the person who modified the existing record. |
Read-Only Fields |
User Name |
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Field Name |
Description |
Validation |
Default |
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Method used for updating the confirmed quantities? |
Defaults to ‘Standard Update” (Rules as specified above for order tracking type and level). Standard Update – as described above for order tracking type and level.
Update from Suppliers Invoices With Rules – Can be used for any order tracking type and level. When used, the “Order Line Confirmed Quantity Update Rules” will apply. The supplier invoice quantity allocations will be visible from the order lines and reposting of order quantities will be possible from the import job registration screen.
Do Not Update Confirmed Quantities – Suspend all updating of confirmed quantities.
|
Optional |
Standard Updated |
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|
Ignore Shipment Mode |
The shipment mode of the job linked to the supplier’s invoice is ignored when posting quantities to the order lines. |
Optional |
No |
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Close Order Lines When No Balance |
When the balance is 0 or negative then do not allow further posting on the line. |
Optional |
No |
|
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Post To Lines With Zero or Negative Balance |
Allow posting to lines with zero or negative balance. Posting will only occur if the order line is not closed for posting. |
Optional |
No |
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Jobs Must have a lodgement date |
Only use supplier’s invoices for jobs that have been lodged when posting quantities to the order lines |
Optional |
Yes |
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When “Update from Supplier Invoice With Rules” is used, a background process will run periodically to recalculate confirmed quantities for:
- Import jobs registered within the last 90 days
- With new, deleted or updated supplier’s invoices since the last time this post was run. The job will have an OPLP (Order Tracking Part Line Post) event for each time the post is run for the job, OR
- For which a post has never been run
This post can also be run manually from the Import Job Registration screen using Options/More Options/Post Supplier Invoice Qty to Orders.
Any errors arising from the posting process can be viewed in the Order Tracking > Order Line Posting Menu > Order Tracking Post Errors screen.