Order Options

Order Options Tab

This tab shows the Options relating to the Order

Picking

Field Name	Explanation of Use
Pick Date	This is a calculated date based on the delivery method and lead time, see the expand section below for more details.
Pick Group	Can be used to group orders into specific areas, groups and is used frequently by customers with their own vehicle fleet who want to group the vehicles.
Pick Priority	Default : 5 You can set this to higher or lower and if using FLEX or the Waiting Pick the person will prioritise or demote the order for picking.
Pick Confirm Date	Is normally empty. If set this stops the user from pick confirming priot to the date provided.
SSCC Required	If this order requires SSCC to be recorded for the order then checking this box will force the user to enter them at the picking stage.
Pick Instructions	An instruction given only to the warehouse on the pick note or if using FLEX on the picking device.

How the Pick date is calculated..........

There are three ways to set the pick date

When you have Distribution connected it will lookup the delivery area and work out the pick date in order to get the delivery to the delivery area in time, so this can be set to 1,2,3 days and it used the delivery day calendar.
For collections it uses the collection area and the setup which can be found in the sites menu
When using Simple Order planning it is set using this feature
It can be set manually, if you do so then you need to FIX this otherwise the system may try to recalculate if any changes are made.

Booking

Only really used if the order requires a booking to be made or has a booking.

Field	Explanantion of
Booking Required	Is a booking required, if yes and you have distribution then this will be fed to distribution to wait on a booked date being entered.
Contact	Information for contacting the booking point. Generally used for EDI
Telephone
Email
No delivery before/after	If you set this field the system will pick the next delivery date on or after the date provided.
Booking Ref	Any reference you have to quote for the booking on the delivery paperwork.
Booked Date

Collection

If goods are being collected from the warehouse then these fields are used to store the information pertaining to the collection

Most fields are mandatory and fairly straight forward in what has to be added to them

Collection Date - this will be the date that the Order will be Collected
Collection By - this will show who will be collecting the order
Vehicle Registration - Enter the Registration Number of the vehicle that would be collecting the goods.
Collection Time - Shows the Collection Time that the goods would be collected.

Vision Bond Options

Options here only apply if your warehouse is using Vision Bond and the customer is setup as a bonded customer.

Pay Customs Duty

Depending on the order type this will default and may not be able to be changed. e.g. If you are paying the duty then this field is checked and can not be changed.

Other orders which are leaving your home country OR being moved to another facility in your country may have this unchecked to avoid paying any unnecessary taxes.

Deferment Numbers

This determines who is going to be paying the duty for the order, by default the customer will be using the account setup on the customer record.

All customers have a deferment number whether it is a real or a virutal account, ultimately if the warehouse are paying on the customers behalf this is dealt with in Vision Bond.

You may alter who is paying the duty but this is limited to those accounts which have provided the authority to charge the duty to the accounts. If you clear the field and press F11 you will obtain a list of all the possible other accounts you can charge, select the one you wish to use.

You will only be presented with alternative accounts for duty deferment when the stock holding customer is authorized to use the other deferment. For information on how to set this up, review the Deferment setup pages, ensuring you add the stock holding customer on as a limited/unlimited user of the alternative deferment in accordance with the C1207 form you received for them.

Vision Distribution

If you have Vision Distribution linked then you will see information appear in this section which has been obtained from distribution, it is all mainly read only and setup in distribution

What you can do here is

Over-ride charge area band - allowing you to make this free
Change the charge customer for the delivery to another customer code.
Enter a delivery point email and issue email address for email notifications from distribution (as an alternative to SMS/Whats app)

Labels

This is a legacy field and no longer in use