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Online order entry (OE) procedures are identified on the Order Entry Menu as shown below. Before any computer procedure can be run, the user must first sign-on by entering a valid User-ID and password. To start a specific OE procedure, enter the 2-digit number associated with that procedure.
ORDER ENTRY MENU:
------------------------------------------------------------------------- | ORDER ENTRY SYSTEM MENU (2005) 01-31-2005 13:24 | |=========================================================================| | | | No Procedure Name No Procedure Name | | -- ---------------------------- -- ----------------------------- | | 01 - Enter Customer Orders 10 - Inquire Customer Order Status | | 02 - Update Order Status 11 - Enter Customer Master Records | | 03 - Print Order Status Report 12 - Print Confirmations Or Quotes | | 04 - Prepare Orders For Invoicing 13 - Print Shipping Labels | | 05 - Print Customer Invoices 14 - Inquire Orders By Shipto Name | | 06 - Print Product Master List 15 - Purge Old OE Records | | 07 - Print Sales Analysis Report 16 - Update Orders With Postage | | 08 - Print Sales Tax Report 17 - Inquire Item History By Month | | 09 - Enter Product Master Records 18 - Print Product History Report | | 92 - Redefine System Printer | | 99 - End OE Menu | | | | Enter OE Procedure Number.......[ ] | | | |=========================================================================| | F1=Help F2=Enter F9=Print F10=Exit | -------------------------------------------------------------------------
Data entry procedures OE01, OE09 and OE11 display fields that comprise each record and perform online file update functions (add, modify and delete). A Customer Master Record (name and address information) and Product Master Record (item codes and description) must be entered into the OE System before new customer orders can be processed. Procedure OE02 is a mass update of the Order Status code. Procedure OE16 is used to quickly update orders with any postage.
Inquiry procedures OE10, OE14 and OE17 display each customer order and ship-to information for a specific customer and time period. Inquire Item History (OE17) shows a one-screen summary by month for 5 years of customer order history.
Reporting procedures OE03, OE06, OE07, OE08 and OE18 print reports on line printers (computer-size paper) or laser printers (letter-size paper). Customer invoices (OE05), Quotations (OE12) and Order Confirmations (OE12) are printed on preprinted forms or blank letter-size paper. Mailing label forms are required for printing mailing labels by procedure OE13. Each reporting procedure displays a screen for the user to enter selection criteria, report formatting and sorting options. Procedures OE02, OE04 and OE15 print a one-page control report showing the number of records processed for audit trail purposes.
Redefine system printer procedure OE92 allows the user to redefine where the reports are to be printed. If a disk file is specified, the report is written to disk from which it can be displayed in a pop-up report window (92V) and then printed on paper by pressing function key F9.
ORDER ENTRY SYSTEM FEATURES:
In addition to the operational, security and technical features mentioned in the Accounting Software Summary, some key functional features of the order entry module are highlighted below:
1. Handle a customer deposit at the time an order is taken.
2. Calculate sales tax based upon the item (e.g. no sales tax for handling) and the customer (e.g. no sales tax for resellers) at the time of customer invoice printing by OE accounting procedure 06.
3. Allow for the entry and printing of comments on quotations, order confirmations and customer invoices.
4. Provide online credit checking against preset customer limit.
5. Flexible reporting capability allows the user to request and print 42 different order entry reports.
ORDER ENTRY SYSTEM INTERFACE CAPABILITIES:
The online OE software references three records in the Database Control System to control basic system functions (Company Control Record), to verify User-IDs (User Control Record), and to validate salesman and other user definable codes (Code Definition Records).
Procedure OE05 formats and outputs Customer Invoice Records to either an export Transfer File for input to another computerized system or directly into the Accounts Receivable System (optional).
The OE System software updates the quantity on-hand field in the Product Master Record for inventory control by the Inventory Management System (optional).
HARDWARE AND SOFTWARE REQUIREMENTS:
The Order Entry System (OES) runs on any compatible 386 or higher PC or UNIX based computer, such as the IBM RS/6000 with IBM 3151 terminals using the AIX operating system. The OES software operates on personal computers running all versions of Windows from Windows 3.1 to Windows Vista in a local area network (LAN) using Microsoft BackOffice Server, NetWare or LANtastic with complete flexibility in specifying the location of all files on the client or server. The Run Time Environment for Micro Focus COBOL support is included at no extra cost with the DOS executable programs of the OES COBOL software.
The Database Control System from Legler Systems Company is required to support the OE System. The OE source programs are written in COBOL for easy maintenance and portability. More business software is written in the COBOL language than any other programming language. All OE COBOL programs are Year 2000 compliant and allow the user to define different date formats (MO-DA-YR or YRMODA) for data entry and reporting purposes.
MORE INFORMATION AVAILABLE:
To request all sample reports and screen formats, a General Information Manual or PC demo on CD-ROM of the OE System, please e-mail Bill Legler in the San Francisco Bay Area, California.
New software features are described in the Version 8.0 Summary document.
The OE System software cost is identified in the Software Price Sheet.
Custom versions of the OES software have been in day-to-day operation for the past 25 years.