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Order Entry System

The Order Entry System (OES) by Legler Systems is based on the client-server model and supports many special features for handling the customer order entry and invoicing functions in small businesses and midsize companies. This customizable customer billing module can be run as a stand-alone accounting application or integrated with other financial modules, such as the Inventory Management System and Accounts Receivable System. The Order Entry System identifies each product or service by item code being ordered by the customer. The Legler Order Entry software utilizes a character-based user interface with mouse support on desktop or laptop computers for fast data entry and optimum end-user productivity in a multi-user environment.

The 2017 OES software version is now available with recent changes described in the Accounting Software Revision History document. The latest updates include four different real-time transaction dashboards under the OE menu, plus the Report History Dashboard showing the prior runs of a report or inquiry procedure. This general-purpose Order Entry System can function with or without a mouse for greater end-user flexibility and productivity.

After installations on different hardware and operating environments, this legacy order entry software has evolved over the last 25 years to an efficient and productive business application for today under Windows 10. Custom versions of the online OES software support in-house control of confidential customer order transaction records and have been in day-to-day operation in small businesses in Northern California for many years.

Order Entry Menu:

The online order entry (OE) end-user procedures are identified on the Order Entry menu as shown below. Before any online OE procedure is run, the user must first sign-on by entering a valid User-ID and password. To display the Order Entry menu, enter "OE" on the main Financial Menu. To start a specific OE procedure, enter the 2-digit number associated with that online accounting procedure or single-click the left mouse button when pointing to the procedure name on the Order Entry Menu. The active keyboard function keys are identified at the bottom of all screens, including the OE menu.

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|       ORDER ENTRY SYSTEM MENU  (2017)                  01-09-2014 13:14    |
|============================================================================|
|                                                                            |
| No     Procedure Name                No     Procedure Name                 |
| --   ----------------------------    --   -------------------------------  |
| 01 - Enter Customer Order Record     11 - Enter Customer Master Record     |
| 02 - Update Order Status             12 - Print Confirmations Or Quotes    |
| 03 - Print Order Status Report       13 - Print Shipping Labels            |
| 04 - Prepare Orders For Invoicing    14 - Inquire Orders By Ship-To Name   |
| 05 - Print Customer Invoices         15 - Purge Old OE Records             |
| 06 - Print Product Master List       16 - Update Orders With Postage       |
| 07 - Print Sales Analysis Report     17 - Inquire Item History By Month    |
| 08 - Print Sales Tax Report          18 - Print Product History Report     |
| 09 - Enter Product Master Record     19 - Enter Bill-To and Ship-To Names  |
| 10 - Inquire Customer Order Status   20 - Inquire Top Products             |
|                                      92 - Redefine System Printer          |
|                                      94 - Search OE System                 |
|                                      96 - Inquire Latest OE Changes        |
|                                      99 - End OE Menu                      |
|                                                                            |
|                                                                            |
|    Enter OE Procedure Number.......[    ]                                  |
|                                                                            |
|                                                                            |
|                  Dashboard 1 - Number of Customer Orders                   |
|             ----------------------------------------------------           |
|              10 |                                               |          |
|               9 |                                               |          |
|               8 |-----------------------------------------------|          |
|               7 |                                               |          |
|               6 |-------------------XX--------------------------|          |
|               5 |                   XX                          |          |
|               4 |----------XX-------XX--------------------------|          |
|               3 |          XX XX    XX       XX                 |          |
|               2 |----XX----XX-XX-XX-XX-------XX-----------------|          |
|               1 |    XX XX XX XX XX XX XX    XX                 |          |
|             ----|---|-------------------------------------------|          |
|              MO | 01 01 01 01 01 01 01 01 01 01 12 12 12 12 12  |          |
|              DA | 10 09 08 07 06 05 04 03 02 01 31 30 29 28 27  |          |
|              YR | 14 14 14 14 14 14 14 14 14 14 13 13 13 13 13  |          |
|                                                                            |
|                  22 customer orders total $13,884 ($6,311/order)           |
|                                                                            |
|============================================================================|
|F1=Help  F2=Enter F9=Print F10=Exit                     Dashboard=F4/F5/F6  |
|                                                                            |
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OES Software Procedures:

Data entry procedures OE01, OE09, OE11 and OE19 display the data fields that comprise each Customer Order Record and perform the update functions (add, modify and delete) to the online Master File (DBSMST) based on a Transaction Code. A Customer Master Record (name and address information) and Product Master Record (item code and description) must be entered into the OE System before new customer orders are processed. Procedure OE02 is a mass update procedure where the Order-Status code is changed in multiple customer orders. Procedure OE16 is used to quickly update customer orders with any mailing postage or shipping charges. The Order Entry Data Dictionary (printed by procedure DB11) defines each data field in data entry screens OE01, OE09, OE11, OE19 and OE16. Also, the online Help File contains a description of all OE data fields and OE error messages that are displayed in a separate Help Window whenever keyboard function key F1 is pressed.

For all OE inquiry and reporting procedures, a selection screen is displayed so the user can enter various data selection parameters to retrieve specific customer records from the online database (DBSMST) and to format the output. Prior data selection parameters are shown in the Report History Dashboard under the selection screen.

Inquiry procedures OE10 and OE14 display each customer order and Ship-To address information for a specific customer and time period. Inquire Item History (OE17) shows a results screen by month for 5 years of customer order history. Procedure OE20 displays the top products ordered based on dollar amount, quantity or number of orders for any time period.

Online reporting procedures OE03, OE06, OE07, OE08 and OE18 print management reports on a line printer (computer-size paper) or a laser printer (letter-size paper). Billing reports can be displayed in the current window or in a separate report window prior to printing a hardcopy. Customer invoices (OE05), customer quotations (OE12) and Order Confirmations (OE12) are printed on preprinted forms or blank letter-size paper. Shipping label forms are required for printing mailing labels by procedure OE13. Each online reporting procedure displays a separate selection screen for the user to enter report selection parameters, such as dates, order numbers, report format option and report sort option. Procedures OE02, OE04 and OE15 print a one-page OES Control Report showing the number of customer order records processed for audit documentation.

The online OE end-user procedures identified on the Order Entry menu are described in more detail in the OE Menu Procedures document, including a description of the order entry transaction dashboards and Report History Dashboard. By clicking on a selected highlighted link in the above Order Entry Menu, the associated sample screen is displayed.

Order Entry Software Features:

In addition to the operational, security, technical and customization features mentioned in the Accounting Software Overview document, some key Functional Features and Objectives of this order entry software are highlighted below:

1. Handle a customer deposit at the time a sales order is entered into the system by procedure OE01.

2. Calculate sales tax based on the item code (e.g. no sales tax for handling) and the customer (e.g. no sales tax for resellers) at the time customer invoices are printed by procedure OE05.

3. Any comments entered with the order are printed by procedure OE12 (print Order Confirmations) and procedure OE05 (print customer invoices).

4. Provide online credit checking against preset customer dollar limit for unpaid customer invoices in data entry procedure OE01.

5. Automatic GL revenue account assignment occurs when customer invoices are printed by procedure OE05. The GL revenue account codes in the Customer Master Record and/or Product Master Record are moved to the new Customer Invoice Record that is written to the online database. Recording revenue account data follows the standard GL account structure of either a 4-digit account code only or 6-digit account code plus department number (set by System-Option-26 in procedure DB03).

6. Flexible online reporting capability allows the user to request and print 42 different Order Entry Reports, including customer invoices produced by procedure OE05, by specifying report selection parameters and a report sort option.

7. Print the customer address from Customer Master Record on customer invoices, Order Confirmations and customer quotations. The Bill-To and Ship-To addresses (optional) can appear on customer invoices.

8. For real-time List Dashboard (No. 4), the oldest ten open customer orders are shown under the order entry menu. Up to 4 different real-time transaction dashboards for order entry are displayed: two real-time Bar Chart Dashboards and two real-time List Dashboards. A Report History Dashboard is displayed under the parameter prompts for an OE report or inquiry procedure showing the last 12 runs.

9. Enable Bill-To number lookup by name when the "#" character is entered for the Bill-To number and then enter the Bill-To's name, company name or phone number when prompted.

10. Enable Ship-To number lookup by name when the "#" character is entered for the Ship-To number and then enter the Ship-To's name, company name or phone number when prompted.

11. Online processing involves instantly viewing and changing customer order data in the online Master File (database) based on a Transaction Code (Trans-Code) for added accuracy. One customer order transaction is processed at a time.

12. Support batch job processing (optional), where report selection parameters are entered online for later batch processing by a separate job script, so large reports are printed offline.

13. In the OE system, special notes (comments, instructions, etc.) are entered and displayed from data entry screens OE01, OE09 and OE11 (AR01) by dynamic linking to procedure DB17 (General Notes Record) using keyboard function key F7 or the mouse when the word "NOTES" appears.

14. Enable item number lookup by product name when the "#" character is entered for the item number and then enter product's name, Mfg-Part number or item description when prompted. When only one matching item is found, the associated item number automatically replaces the "#" character, so the user does not have to enter the item number. This special item number lookup option is done at any time where the Item-No prompt appears and is in addition to the standard item number lookup by item name initials.

15. Source cobol programs have been modified to reference a new copy member (SLP310) for IBM AIX system call to execute the Unix chmod command when an output file is opened and the OPR-SYS-PARM is set to "AIX".

16. A complete backup of the order entry and billing application is created by periodically copying the LSC directory to an external removable device, such as a compact disc (CD-ROM) or USB flash drive. The CD-ROM disc or USB flash drive can be stored off-site for added protection in case of any unforeseen disaster.

Order Entry System Interface Capabilities:

The online OES software references four master records in the Database Control System (required) to: (1) control basic system options and functions (Company Control Record), (2) verify User-ID and password and define the computer procedures the user can access plus other user options, such as the screen color code (background color and foreground color), display of real-time dashboards, show dollar sign ($) in all dollar amount fields and Help Window screen colors (User Control Record), (3) validate sales representative codes, Order-Status codes and other user definable codes, such as GL revenue account code and Location code (Code Definition Records) and (4) identify special notes or comments about a customer order by displaying the word "NOTES" on a data entry screen (General Notes Record).

When customer invoices are printed, procedure OE05 formats and outputs Customer Invoice Records to either an export Transfer File for input to an external accounts receivable application or directly into the online database for subsequent use by the Legler Accounts Receivable System (optional). The Customer Master Record (OE11) refers to the same master record in the online AR System (AR01).

The optional PO System (PO menu) links to customer orders in the OE System to print Purchase Orders to suppliers for special items ordered by the customer.

The OE System updates the quantity on-hand field in the Product Master Record for inventory control by the online Inventory Management System (optional) at the time customer orders are added to the online database by procedure OE01.

The OES software supports dynamic linking between data entry procedures (such as OE01 to OE09) with a single keystroke (function key F7). Dynamic linking to existing General Notes Record (DB17) containing special notes on a customer order or product (item code) is done with one or two keystrokes (F7) or double-click of the left mouse button when the word "NOTES" appears on a data entry screen.

Procedure DB18 in the Database Control System is used to: (1) export customer order data from the online Master File to a text file (csv format) for subsequent input to an external computer application and (2) support initial file creation of customer master data by importing a csv file of customer master transactions to the import Transfer File (fixed length records) for subsequent processing by procedure AR14. Customer Master Records must be loaded into the online database first, before the entry of any customer orders. (3) support initial file creation of product master data by importing a csv file of product master transactions to the import Transfer File (fixed length records) for subsequent processing by procedure IM15. Product Master Records must be loaded into the online database first, before the entry of any customer orders.

OES Software and Hardware Requirements:

The Order Entry System operates on any x86 personal computer (desktop or laptop) in the Command Prompt window using any version of Microsoft Windows operating system from MS Windows 3.1 to Windows XP and now Windows 10. The source programs are compatible with 32-bit cobol compilers (such as Micro Focus Net Express) that generate executable code for MS Windows 10. Personal computers can be connected in a local area network (LAN) with complete flexibility in specifying the disk location of master files on the desktop or laptop client computer or the file server. Additionally, the OES software can be run on a single stand-alone personal computer or on a UNIX based computer, such as the IBM RS/6000 with IBM 3151 terminals using the AIX operating system. In addition to the standard screen size (80x25), a larger character-based window of 80 characters wide by 50 rows (80x50) is now supported for greater usefulness and allows real-time dashboards to be displayed under the OE menu. The latest release of the order entry software supports 32-bit code (.dll) or 16-bit code (.exe) depending on the OPR-SYS-PARM setting ("WIN" or "DOS") in the DBSPGM file. Additional screen color codes are available with the 32-bit code.

The Run Time Environment for Micro Focus COBOL support is included at no extra cost with the OE executable programs. The MS Windows order entry programs are the same as the DOS order entry programs (16-bit code) for compatibility. For customer order data archiving and historical reporting, the same OE executable programs can be run offline from a removable device, such as a CD-ROM disc or USB flash drive; thereby eliminating the need to restore old customer order data and programs to a separate hard disk drive in order to view or print customer order reports.

The Database Control System by Legler Systems Company is required to support online Master File updates in a multi-user environment and is included with the Order Entry software. The OES source programs are written in structured ANSI COBOL, the most widely used business programming language, for easy maintenance in a client-server (ASCII coding) or IBM mainframe (EBCDIC coding) environment. A Micro Focus cobol compiler is used to generate the OES executable programs for personal computers. Each OE end-user procedure identified on the Order Entry menu corresponds to a separate cobol application program.

More Information on the Order Entry Software:

The OE System software cost is identified in the Software Price Sheet and includes: (1) OES executable programs for Windows XP or Windows 10, (2) OES Procedure Manual and (3) online Help File. The technical OES Systems Manual and cobol source programs can be purchased separately.

To request sample management reports and screen formats, General Information Manual or a free working demo for Windows 10 on a CD-ROM disc of this OE System, e-mail Bill Legler in the San Francisco Bay Area.

Legler Systems Company, developer of the online Order Entry software, is located in the East Bay of the SF Bay Area in Northern California and provides local on-site OES software support in Alameda County (major cities are Oakland and Berkeley), Contra Costa County (major cities are Concord, Walnut Creek and Orinda) plus other counties in California (CA). E-mail support is always available concerning any OES software questions or problems.

Version 11.7 (2017). All rights reserved by Legler Systems Company.