Pre-Assigning and Auditing Order IDs

This topic contains information on how to pre-assign order IDs and also how to determine whether any of those pre-assigned order IDs have been used.

First, pre-assign order IDs for sales order entry and purchase order entry. Typically, you need to pre-assign order IDs if you want to have the system restrict users to enter only post-order entry IDs in sales order entry and purchase order entry that are within a specific range. For more information, see the Restrict Post OE IDs To Pre-Assigned IDs control maintenance record.

Second, see which range of order entry ID numbers are available for a particular branch or order type.

To pre-assign order IDs:

  1. From the System > System Programming menu, select Program Editor to display the Program Editor screen.

  2. In the File Name field, enter BP.

  3. In the Edit Program field, enter POST.OE.PRE.MAINT and press Enter.

  4. The system displays the Run Subroutine Program screen, and includes the name of the screen program that you are running: POST.OE.PRE.MAINT.

  5. Press Esc.

  6. The system displays the Pre-Assigned Order ID Maint screen.

  7. In the Branch field, enter the branch or territory for which you want to pre-assign order IDs. Enter All to pre-assign order IDs for all branches and territories.

  8. In the Type field, enter one of the following to determine which type of sales you want to pre-assign order IDs for:

  9. S - Pre-assigns order IDs for sales order entry. The system precedes this number with an S.

  10. P - Pre-assigns order IDs for purchase order entry. The system precedes this number with a P.

  1. In the Start field, enter the first number in the range of numbers that you want to be used for pre-assigned order IDs.

Note: If you overlap an existing range of numbers, the system displays a warning message.

  1. In the End field, enter the last number in the range of numbers that you want to be used for pre-assigned order IDs.

  2. When you are finished, press Esc.

To audit order IDs:

  1. Access and populate the Pre-Assigned Oder ID Maint screen.

  2. Use the Audit hot key to display the Pre-Assigned Order ID Audit screen.

  3. At the warning prompt, enter one of the following to determine whether or not to audit order IDs:

  4. Y - Continues with the process of auditing order IDs.

  5. N - Does not continue with the process of auditing order IDs.

The screen displays the following view-only information:

Field

Description

Branch

Displays the branch that you specified on the Pre-Assigned Order ID Maint screen.

Type

Displays the sales type that you specified on the Pre-Assigned Order ID Maint screen.

Start Range

Displays the starting point for the range of numbers that you specified on the Pre-Assigned Order ID Maint screen.

End Range

Displays the ending point for the range of numbers that you specified on the Pre-Assigned Order ID Maint screen.

Available IDs

Displays the starting and ending point of ranges of numbers that have not been used.

  1. When you are finished, press Esc to return to the Pre-Assigned Order ID Maint screen.

See Also:

Restrict Post OE IDs to Pre-Assigned IDs