Creating Mass Orders, Backorders, Invoices, or Credits

If you need to create a large number of orders, invoices, credits, or backorders then you can use the utility program UTCREATE_MASS_ORDERS and save yourself loads of time.

Here’s how:

From the main CODIS menu, 10/50/270, run the run program.  The program expects a csv file containing ONLY valid customer numbers to already exist on the CODIS server.

Enter the manufacturer code of the item you want to create the mass orders, backorders, etc for.

Enter the item number of the item you want to create the mass orders, backorders, etc for.

Enter the quantity you want for the item you’re creating the mass orders, backorders, etc for.

Enter a ‘special’ price you want to apply for the item or press <enter> to use the customer’s default pricing.

Enter a ‘common’ or ‘blanket’ PO number you want to appear on each of the mass orders, backorders, etc.

Enter an override order code to ‘force’ such things as special pricing, terms codes, ship warehouse, ticket printer etc.  This also controls whether you create mass orders, backorders, invoices, or credits.  The “O” means “override” and the second character tells the program whether to create “O”rders, “B”ackorders, “I”nvoices, or “C”redits.  For example:  if you want to create mass orders for a catalog to be shipped via a special method and adding an order option to prepay the order then you would use “OB”.  The “O” causes the program to accept the override ship-via and order options.  The “B” causes the program to create backorders and NOT orders, invoices, or credits.

Enter the order type to be used.  ORd is usually used for orders and backorders, INV is used for invoices and 001 or CRD is used for credits.

Enter a ‘special’ terms to be used.  You should use a special terms code other than credit card terms if the item being entered is no charge.

Enter a ‘special’ third party customer number – primarily used with retail customers.

Enter a ‘special’ ship warehouse if you want all of the items to ship from a specific warehouse regardless of their default ship warehouse.

Enter a ‘special’ printer ID if you want the pick tickets (when creating orders) to print on a printer other than the default ticket printer.

Enter a ‘special’ ship-via code if you don’t want to use each customer’s default ship method.

Enter a ‘special’ freight terms code if you don’t want to use each customer’s default freight terms.

Enter any order options you want to add to the order such as “P” (prepaid),”@” (only ship with another order), etc.

Enter the location and file name of the external file containing the customer numbers that will be used to create mass orders, backorders, invoices, or credits.

The program will create a suspended order for your review.  Review the suspended order.  If it’s acceptable, restart and finish it. Please note – if you’re creating mass backorders then make sure you switch to Backorder Entry by typing “/B” before you finish the order.

If the suspended order was acceptable use the copy command from the “$” prompt to move a copy of the file containing the remainder of the orders, backorders, invoices, or credits into the production directory.

At the “$” prompt, type COPY RPT:MASS_ORDERS.CSV EFAX: and press <enter>.  The next time the EFAX-PC batch job runs it will create the remaining orders, backorders, invoices, or credits.

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