Advanced Order Copy with Online Availability Checking An Enhancement For iSeries 400 DMAS from  Copyright I/O International, 2005 Skip Intro

2 Advanced Order Copy 4 Provides –Online availability checking by warehouse from within the order –Ability to copy / move line items from within an order –Move an entire order from one warehouse to another –Move an entire order from one customer to another, one company to another An I/O enhancement for DMAS

3 Advanced Order Copy 4 Displays item availability for up to 3 warehouses at a time for each item in the current order 4 Copies or moves line items from the order being viewed to a new order 4 The entire contents of an order many be copied/moved 4 Selected line items of an order may be copied/moved An I/O enhancement...

4 Advanced Order Copy 4 Advanced order copy and availability functions are available from within an order while entering a new order or changing an existing order 4 Warehouse availability is viewed by pressing a function key 4 Advanced order copy is initiated by pressing a function key An I/O enhancement... Advanced Order Copy Summary

5 (click button to view detail) Moving an Entire Order Moving Part of an Order Advanced Order Copy Checking Availability Online Availability Checking Copying an Entire Order Back to Title Page W/H Availability Options Copying Part of an Order

6 Checking Availability 4 Availability checking is accessed from the DMAS Review Detail Line Items screen 4 Availability is generally checked after all line items for the order have been entered 4 Availability for up to 3 warehouses may be displayed at a time

7 Checking Availability Product availability in other warehouses may be checked by pressing function key F16 on the DMAS Review Detail Line Items screen The user may want to check availability in other warehouses if the desire is to ship the entire order from a single warehouse The warehouse availability screen is requested by pressing F16

8 If at least one item within the warehouse has insufficient availability, the warehouse code is displayed in PINK Checking Availability Availability for up to 3 warehouses at a time may be displayed Availability that is insufficient for the order is displayed in PINK If a least one item within the order is not stocked in a given warehouse, the warehouse code is displayed in RED Up to 3 additional warehouses may be viewed by pressing function key F11

9 4 Based on the availability in other warehouses, the user may decide to “move” the present order from the current warehouse to a warehouse that can ship the entire order 4 The “move” function may be initiated by pressing function key F17 (see ) Return to Advanced Order Copy Summary Checking Availability Advanced order Copy

10 Moving an Entire Order 4 An order may be moved to –Another warehouse (same customer) –A different customer (same or different W/H) –A different company (same or different W/H, same or different customer) 4 The user initiates an order ‘move’ from the Distribution Center Availability screen of the order to be moved by pressing a function key

11 Moving an Entire Order An order ‘move’ is initiated by pressing a function key The user presses function key F17=Copy items to another W/H to initiate an order move If any item was ‘excluded’ from the copy, the item number would be displayed in RED In this example, all items are to be ‘included’ in the copy (this is to be a complete order ‘move’ from W/H 01 to W/H 08) Items may be ‘excluded’ from the copy by using an option of ‘X’

12 By leaving the remaining options blank, the new order is created for the same customer / company Moving an Entire Order The Copy Order window is then displayed If the new order being created is to be for a different W/H, the W/H code is keyed To create the new order for a different customer and/or company, the user keys the new customer / company data

13 The customer number, company and W/H for the order being created are automatically inserted Moving an Entire Order The DMAS Begin Copy Order screen is then displayed The order number of the order being copied is automatically inserted To user should make sure the correct order type is entered for the order to be created, then press the Enter key

14 If necessary, pricing data may be changed at this point Moving an Entire Order The DMAS Order Header is then displayed for the order being created The user should make sure all order header data is correct for the order being created The user continues by pressing the Enter key

15 Moving an Entire Order The complete order is edited, similar to a standard DMAS order copy Any errors or warnings generated are displayed for the user’s benefit The user continues by pressing the Enter key

16 Moving an Entire Order The Review Detail Line Items screen of the newly created order is then displayed The user may review and change any line item in the new order if desired The user continues by ending the order

17 All items that were ‘included’ in the copy are then deleted from the contributing order – thereby making the operation a ‘move’ Moving an Entire Order The user now decides if the copy just performed was a ‘copy’ or a ‘move’ If the user intended for this to be a ‘move’, he presses the Enter key Since this example was a ‘move’ of the entire order, the entire contributing order is deleted and the user is returned to the function from which the original order was entered Return to Advanced Order Copy Summary

18 Moving Part of an Order 4 Selected lines within an order may be moved to –Another warehouse (same customer) –A different customer (same or different W/H) –A different company (same or different W/H, same or different customer) 4 The user initiates an order ‘move’ from the Distribution Center Availability screen of the order to be moved by pressing a function key

19 Moving Part of an Order An order ‘move’ is initiated by pressing a function key The user presses function key F17=Copy items to another W/H to initiate an order move Items ‘excluded’ from the copy have their item numbers displayed in RED In this example, selected items are to be ‘included’ in the copy (this is to be a partial order ‘move’ from W/H 01 to W/H 02 and to a different customer and company) Items may be ‘excluded’ from the copy by using an option of ‘X’

20 By leaving the remaining options blank, the new order is created for the same customer / company Moving Part of an Order The Copy Order window is then displayed If the new order being created is to be for a different W/H, the W/H code is keyed To create the new order for a different customer and/or company, the user keys the new customer / company data

21 The customer number, company and W/H for the order being created are automatically inserted Moving Part of an Order The DMAS Begin Copy Order screen is then displayed The order number of the order being copied is automatically inserted To user should make sure the correct order type is entered for the order to be created, then press the Enter key

22 If necessary, pricing data may be changed at this point Moving Part of an Order The DMAS Order Header is then displayed for the order being created The user should make sure all order header data is correct for the order being created The user continues by pressing the Enter key

23 Moving Part of an Order The complete order is edited, similar to a standard DMAS order copy Any errors or warnings generated are displayed for the user’s benefit The user continues by pressing the Enter key

24 Moving Part of an Order The Review Detail Line Items screen of the newly created order is then displayed The user may review and change any line item in the new order if desired The user continues by ending the order

25 All items that were ‘included’ in the copy are then deleted from the contributing order – thereby making the operation a ‘move’ Moving Part of an Order The user now decides if the copy just performed was a ‘copy’ or a ‘move’ If the user intended for this to be a ‘move’, he presses the Enter key Since this example was a ‘move’ of selected lines within the order, only the copied lines in the contributing order are deleted and the user is returned to the remaining lines of the originating order Return to Advanced Order Copy Summary

26 Copying an Entire Order 4 An order may be copied to –Another warehouse (same customer) –A different customer (same or different W/H) –A different company (same or different W/H, same or different customer) 4 The user initiates an order ‘copy’ from the Distribution Center Availability screen of the order to be copied by pressing a function key

27 Copying an Entire Order An order ‘copy’ is initiated by pressing a function key The user presses function key F17=Copy items to another W/H to initiate an order copy If any item was ‘excluded’ from the copy, the item number would be displayed in RED In this example, all items are to be ‘included’ in the copy (this is to be a complete order ‘copy’ from W/H 01 to W/H 08) Items may be ‘excluded’ from the copy by using an option of ‘X’

28 By leaving the remaining options blank, the new order is created for the same customer / company Copying an Entire Order The Copy Order window is then displayed If the new order being created is to be for a different W/H, the W/H code is keyed To create the new order for a different customer and/or company, the user keys the new customer / company data

29 The customer number, company and W/H for the order being created are automatically inserted Copying an Entire Order The DMAS Begin Copy Order screen is then displayed The order number of the order being copied is automatically inserted To user should make sure the correct order type is entered for the order to be created, then press the Enter key

30 If necessary, pricing data may be changed at this point Copying an Entire Order The DMAS Order Header is then displayed for the order being created The user should make sure all order header data is correct for the order being created The user continues by pressing the Enter key

31 Copying an Entire Order The complete order is edited, similar to a standard DMAS order copy Any errors or warnings generated are displayed for the user’s benefit The user continues by pressing the Enter key

32 Copying an Entire Order The Review Detail Line Items screen of the newly created order is then displayed The user may review and change any line item in the new order if desired The user continues by ending the order

33 Since this example is a ‘copy’ (the user presses F3), nothing is deleted from the originating order Copying an Entire Order The user now decides if the copy just performed was a ‘copy’ or a ‘move’ If the user intended for this to be a ‘copy’, he presses F3 to Cancel Since this example is a ‘copy’ of the entire order, the entire contributing order is left in tact and the user is returned to the line items of the originating order Return to Advanced Order Copy Summary

34 Copying Part of an Order 4 Selected lines within an order may be copied to –Another warehouse (same customer) –A different customer (same or different W/H) –A different company (same or different W/H, same or different customer) 4 The user initiates an order ‘copy’ from the Distribution Center Availability screen of the order to be copied by pressing a function key

35 Copying Part of an Order An order ‘copy’ is initiated by pressing a function key The user presses function key F17=Copy items to another W/H to initiate an order copy Items ‘excluded’ from the copy have their item numbers displayed in RED In this example, selected items are to be ‘included’ in the copy (this is to be a partial order ‘copy’ from W/H 01 to W/H 02 and to a different customer and company) Items may be ‘excluded’ from the copy by using an option of ‘X’

36 By leaving the remaining options blank, the new order is created for the same customer / company Copying Part of an Order The Copy Order window is then displayed If the new order being created is to be for a different W/H, the W/H code is keyed To create the new order for a different customer and/or company, the user keys the new customer / company data

37 The customer number, company and W/H for the order being created are automatically inserted Copying Part of an Order The DMAS Begin Copy Order screen is then displayed The order number of the order being copied is automatically inserted To user should make sure the correct order type is entered for the order to be created, then press the Enter key

38 If necessary, pricing data may be changed at this point Copying Part of an Order The DMAS Order Header is then displayed for the order being created The user should make sure all order header data is correct for the order being created The user continues by pressing the Enter key

39 Copying Part of an Order The complete order is edited, similar to a standard DMAS order copy Any errors or warnings generated are displayed for the user’s benefit The user continues by pressing the Enter key

40 Copying Part of an Order The Review Detail Line Items screen of the newly created order is then displayed The user may review and change any line item in the new order if desired The user continues by ending the order

41 Since this example is a ‘copy’ (the user presses F3), nothing is deleted from the originating order Copying Part of an Order The user now decides if the copy just performed was a ‘copy’ or a ‘move’ If the user intended for this to be a ‘copy’, he presses F3 to Cancel Since this example is a ‘copy’ of part of an order, the entire contributing order is left in tact and the user is returned to the line items of the originating order Return to Advanced Order Copy Summary

42 W/H Availability Options 4 Each user may set W/H availability options that are unique to each user id 4 Availability options may be accessed from the Distribution Center Availability screen 4 The user may set the options for future sessions or only for the present session

43 W/H Availability Options Availability options are accessed from the Distribution Center Availability screen To access the W/H Availability options, the user may press function key F14=Set defaults

44 The user may choose to always show the W/H of the order in the first column W/H Availability Options The W/H Availability Options for the present user are then displayed The user may choose his defaults for copying to be ‘include’ or ‘exclude’ all items End of topic To keep the keyed options for future sessions, the user should press F19=Save defaults To use the keyed options only for the present session, the user should press the Enter key The user may choose which W/Hs to show and in which order

45 End of Presentation For more information about the Advanced Order Copy Enhancement for iSeries 400 DMAS, call I/O International, Inc. at (914) Thank you for your interest Suite 2002 Pinewood Business Center Somers, New York Return to Advanced Order Copy Summary

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