Order Entry

Overview of AR15

The Order Entry program is used for entering orders and consignment requests received from customers. Orders and consignments are created in batches, and each batch is associated with a user. The size of the batch is client specific. Orders and consignments can be edited and viewed after being entered.

• From the DDI Connect main menu, double-click Order Entry
• Double-click Order Entry. You will see this screen:

In order to create a new order, you must first create a batch. Click the New button on the toolbar. You will see this screen:

The only field available on this screen is the Description field. Enter a brief description of the batch, and click OK. You will now see this screen:

To add a new order to the batch, click New on the toolbar. You will have three menu options:

New Order

If you select New order from the menu, you will see this screen:

There are multiple tabs on this screen.

Order Setup tab

The following fields are available on the Order Setup tab:

Field	Description
Order #	The order number will automatically default to the next available order in the system. You can override this order number if desired
Order amount	The order amount field is a display only field that will automatically update as line items are added to the order and the order is saved
Status	The Status field is a display only field that will automatically update as the order is moved through the system
Cust balance	The Customer Balance field is a display only field that is automatically populated with any outstanding balances that the customer may have with your organization
Order balance	The order balance is a display only field that updates based on payments made against the order
Created by	The Created by field is a display only field that displays the user id, date and time that the order was entered
Cust credit	The customer credit field is a display only field that displays any credit balance that the customer has with your organization
Customer #	Enter the customer number for whom you are entering the order. You can click the list icon to launch the Name/Address Inquiry, click the Add icon to add a new customer, or click the Edit button to edit the selected customer record
Ordered by	Enter the name of the individual placing the order
Required by	Enter the date that the order is required to be received by the customer. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date
Urgent order	If the order is urgent, select this box
Terms	The terms field will automatically populate based on the terms specified in the customer's record. You can change the terms by typing the new code or by clicking the list icon to select from a list of active term codes in the system
Region filled	If this order is to be filled at the region level, select this option
Event #	If this order is the result of an event, you can key in the Event number here, or click the Search icon to launch the Event Inquiry screen
Sources	Example
Ship to	Example
Carrier	Example
Name	Example
Service	Example
Address	Example
Residential	Example
Allow partial shipment	Example
Insured	Example
Shipping charges	Example
ZIP	Example
Memo	Example
City	Example
ST	Example
Country	Example
Phone	Example
County	Example