Ordering Home

The Order Home page shows four major sections for the following tasks: (from left to right, top to bottom): 

Orders to Receive, Order Detail, Order Guide Setup, Enter Order, Enter Manual Receive, IUT, and Order History

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Orders to Receive

  • Displays outstanding orders that have not yet been received, when an order is highlighted blue the selected detail will display on the left order detail box.
  • Right-click to receive an order



Receiving Electronic Orders

Navigate to Ordering Home > Orders to Receive 

  • Right Click an Electronic Order
  • select Receive From e-invoice

Receiving Manual Orders

  • You can use Enter Order to create an order (PO) for manual distributors and then go receive the Order and create the invoice at the same time via Ordering Home > Orders to Receive 
  • This feature can be used to replace Manual Receive process and give added accountability during the order creation/receive process for Manual Distributors.
    • Can also be used to Receive Electronic Orders and Create an Invoice when the e-Invoice has not come over electronically from the distributor
    • * Please note the Distributor Setting to Allow Invoices from Manual Receive must be enabled and a PPC Vendor with Accounts must be tied to the Distributor.
  • For this feature to become enabled you must request Decision Logic enable c-config 1601
    Please note you cannot have this feature c-config 1601 ON with c-config 1600 OFF. Enabling this feature requires Exception Based Receiving (EBR) be enabled as well. 
  • Enabling this feature will update the right click receive options to a single Receive option that will let you choose to create an invoice manually or receive the e-invoice when applicable. 

  • similar to the manual receive process you will want to check the box create invoice
  • enter your invoice number for the order
  • select next

  • On the Receive Order page enter the quantity of product you received adjusting for any differences between the order and what you were shipped. 
  • Select a Reason for any products received with a quantity that is different from what you ordered
  • Reason is required prior to posting 

Order History Preview

Displays a quick view of the last 10 orders received.

Displays a list of items received by exception. Example: Catchweight items.

It will include any item where the received quantity differs from the ordered amount.

This view can be used to audit purchases and it is helpful when reviewing products that are frequently shorted.

If no exceptions were made, no results will be listed. 

Edit Order

A user must have change rights to edit orders.

You can make edits for mistakes in quantity received and date received only from Order History.

Price changes would need an order delete and re-entry via Ordering Home > Manual Receive (do not create an invoice) and then go to Invoice History to edit the invoice total in Invoices#EditanInvoice:

Order Guide Setup

Use the guide set up tab to organize order guides Sheet to Shelf.

Edit Pars

Select Edit Item Info to Edit Pars or add notes

 

Location to place an electronic order 

Enter Manual Receive 

Location to place a manual receive (item received outside of a distributor order, example, item purchased at a grocery store)

Inter Unit Transfer (IUT) Inter-Unit Transfer

Used when locations need to send a product that was given to another store.

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Order History

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Where locations can go to view all of their order history,

The Order Home page shows four major sections for the following tasks: (from left to right, top to bottom): 

Orders to Receive, Order Detail, Order History, and Order Exceptions.

Orders to Receive

Displays outstanding orders that have not yet been received, when the order is highlighted blue the selected detail will display on the left order detail box.

Deleting an Order

(warning) Before deleting, please note Decision Logic cannot restore a deleted order and there is no way to know which user deleted the order. Users will need to enter a manual receive to recreate the order. 

  • User with Change Rights to Order History can delete Orders
  • To delete and order navigate to Ordering Home > Order History
  • Hover over the Options column to display a Cog Icon
  • Right-click the Cog to access a View, Edit, Delete Menu. Select Delete
  • Select Delete Order or Cancel at the dialogue to confirm the deletion. 

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