OE-34 Special Orders

This report is run prior to ordering to find any special order models. I.E. models you don’t have in inventory but were sold.

SETUP

Miscellaneous Code: You will need to create a miscellaneous code (such as “SO” Special Order) in the Miscellaneous table and also need to fill in the Special Order Misc. code as “SO” in Invoicing Variables.

Please check Require Note on Invoice so that the sales staff must describe the product a bit further making it easier for the inventory control staff to know what the product is plus you want to check Do Not Allow Finish so the special order line must be removed and replaced with a valid model prior to the invoice being finished.

INVOICE DETAIL – MISC LINE

Add a SO special order misc. line in invoice detail and replace the words ‘SPECIAL ORDER” with the model number and a brief description. Enough for the customer to understand what they are purchasing. In the brand/prod field put in the brand and product code to help the inventory control staff.

REPORT

The purchaser will run this report daily before running the ordering report and it will list all the SO misc. lines from the invoices.

The purchaser will go through the list of special order models on the report and research to see if the model does exist in EPASS, as sometimes they may have typed it in wrong, or it needs to be created in Serial Maintenance. The purchaser will both correct the invoice and the inventory module so the ordering reports can be run successfully.

Once the model is created or the purchaser finds the model number, they will replace SO - Misc. line with the model line. I.E. Delete misc. line and add the model line in Invoice detail.

After the SO misc. line is replaced with model line, it will drop that SO misc. line from the OE-34 Special Order report. In the following example, it dropped Invoice #S00020006 from the report.