SOE Shipping Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to shipping parameters.

Change Ship Date If Required Date Edited On Schedule Screens

Indicate whether the system changes the ship date when a user changes the required date on either the Order Entry Schedule window or the Order Entry Detail Scheduling window. More:

Options	Yes - Changes the ship date and, if necessary, puts the item on a new generation of the order. No - Only updates the line item required date. The system does not update the ship date nor the required date for that order generation.
Outcome of setting this control record	Determines if the ship date is updated to match the required date of the order..
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Change Ship Date On P/O When Ship Date On Invoiced Direct Changes

Indicate whether the system changes the ship date on the purchase order when the ship date on an invoiced direct changes. More:

Options	Yes - Changes the ship date on the purchase order when the ship date on an invoiced direct order changes. No - Does not change the ship date on the purchase when the ship date on an invoiced direct order changes.
Outcome of setting this control record	Determines if the ship date for the purchase order to your vendor for a direct order is changed if the ship date on the invoice for the order changes. If set to No, the ship dates could become out of sync.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Force Required Date To Match Ship Date On Phantom Process

For each branch, indicate whether the system forces the required date to match the ship date on orders that are shipped before the required date on the order. More:

Options	Yes - When an order with an auto-print status of Ship When Complete, Ship When Specified, Ship When Available, or Ship Item Complete is picked up by the print phantom, if the required date on the order is different from the ship date, the system changes the required date to match the ship date. If the invoice date is set for the phantom, the system changes the required date to match the invoice date. No - The required date for the order remains as originally specified.
Outcome of setting this control record	Determines it the required date must match the ship date on orders that are shipping before the required date.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	This record respects any value in the Required Date Lead Time field on the Additional Customer Information window. The system adds the Required Date Lead Time days to the ship date on the order before matching the required date to the ship date.

Mirror Required Date And Ship Date For New Orders

For each branch, indicate whether, if you change the ship date or required date in the sales order entry Status tab or Detail Scheduling window when creating a new order, the other date changes to match the changed date. More:

Options	Yes - The other date changes to match the date you changed. No - The other date does not change to match the date you changed.
Outcome of setting this control record	If set to Yes, the system uses the value in the Required Date Lead Time field in the Additional Customer Information window. The system adds the required date lead time days for the customer to the ship date on the order before matching the required date to the ship date. Note: If the Prompt For Edit Of Required Date On Change Of Ship Date control maintenance record is set to Yes, the system displays a prompt that lets the user change the required date to match the ship date during order updates.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Percentage Of Order To Fill Before Automatically Shipping

You can set a percentage of an order that needs to be complete before the phantom processes the ship ticket for orders with a Ship When Available status. More:

Settings	In the Percentage Of Order To Fill Before Automatically Shipping field, enter the percentage of items that must be available before the system creates a partial shipment. In the Fill Rate Measurement field, select whether to use units, weight, or dollars to determine the percentage of the order that is available.
Outcome of setting this control record	To limit the number of partial shipments the system sends for an order with the Ship When Avail status, enter a minimum percentage of the order that must be filled before making a shipment. When an order has a status of Ship When Avail, the system waits until the designated percentage of the order is available before creating a partial shipment, and then backorders the remaining quantity. The Default Backorder Status defined in Customer Maintenance determines the status of the newly created backordered generation.
Default Value(s)	Blank
Action if set to Null	The system does not create partial shipments and waits until all items are available.
Additional Information	The settings in the Percentage Of Order To Fill Before Automatically Shipping and Fill Rate Measurement fields on the Customer Pricing/Printing window override the settings in this record.

Restrict Pick Up Now Shipdates To Today

Indicate whether the system restricts Pick Up Now ship dates to today's date. More:

Settings	Yes - Restricts Pick Up Now ship dates. No - Does not restrict Pick Up Now ship dates.
Outcome of setting this control record	Setting to Yes restricts any order entered as a Pick Up Now order to have a ship date of today's date. Set this record to No if you want to use the Pick Up Now status for orders with a future ship date.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Set Starting Warehouse Confirmation Tracker ID Number

Enter the number from which the system auto-generates a unique tracking ID for each package shipped from the Warehouse Confirmation Queue. More:

Options	Any unique tracker ID between 1 and 9 digits long.
Outcome of setting this control record	If your system is set up to automatically assign tracking numbers, the Set Starting Warehouse Confirmation Tracker ID Number control maintenance record determines the starting tracker number. Each time the system assigns a number, the tracking number increases by one, starting with the number you enter here.
Default Value(s)	Blank
Dependencies	For this control maintenance record to take effect, you must set the Use Whse Confirmation Queue With Tracking Number control maintenance record to Yes.
Action if set to Null	Starts numbering at 1 if the Use Whse Confirmation Queue With Tracking Number control maintenance record to Yes.
Additional Information	For more information about tracking packages through your warehouse, see Tracking Sales and Transfer Orders Through the Warehouse.

Shipping Branch Override For SOE

For each branch, specify the default shipping branch to assign to a sales order when a Shipping Branch Override is not assigned to the customer and a shipping branch is not assigned to the terminal where the order is being written.

Ship When Specified Behavior

Indicate how and when you want the system to ship material on generations. More:

Default Customer Backorder Status for 'Ship When Specified When Available'	The system uses this setting when the branch's Backorder Status column is set to *-Customer Backorder Status, but no option is selected in the Backorder Status field in Customer Maintenance. Material that is backordered when this control maintenance record is set to Yes, receives the same ship date as standard Ship When Available backorders.
Branch/Territory	Select which branches you want to display in the table to manage those settings. By default, the control maintenance record displays all branches.
Table Options	Use the following to define by branch how you want to handle this new status. Branch - The branch based on your selection in the Branch/Territory field. Ship When Specified When Available - Set to Yes to enable the next option and ship all available items on the specified date in the sales order. Remaining items, if any, will also ship when available. Leave this set to No to be backward compatible with the releases and keep the original functionality. The default is No. Backorder Status - Select the status you want the Automatic Shipping Ticket phantom to use for backordered items when the Ship When Specified When Available column is set to Yes. This option replaces any setting of the Backorder Status field in Customer Maintenance unless it be specified.
Outcome of setting this control record	Overrides the original functionality when you selected the Ship When Specified status on an order's line item, the system shipped material when the date was reached only if all items on the generation were 100% complete and available to ship.
Default Value(s)	Branch/Territory - ALL
	Ship When Specified When Available - No.
	Backorder Status - If previous column set to No, this is blank. If previous column is set to Yes, this defaults to the first option.
Additional Information	While this control maintenance record cannot be set in Eterm, the Automatic Shipping Ticket Printing phantom running from Eterm or Solar will respect the settings.

Use Whse Confirmation Queue With Tracking Number

Indicate whether the Warehouse Picking Confirmation window displays two additional columns for storing quantities and tracker IDs for each shipped package. More:

Options	Yes - The window displays the quantity and tracker ID columns. No - The window does not display the additional columns.
Outcome of setting this control record	The Warehouse Picking Confirmation window displays with additional information about quantities and tracking numbers for each package shipping through your warehousel
Default Value(s)	No
Dependencies	When you set this record to Yes, you should also complete the Set Starting Warehouse Confirmation Tracker ID Number and Warehouse Tracking Column Titles control maintenance records.
Action if set to Null	Same as if set to No.
Additional Information	For more information about tracking packages through your warehouse, see Tracking Sales and Transfer Orders Through the Warehouse

Verify Shipping Address In SOE

Indicate whether the system requires users to verify the ship-to address on a sales order. More:

Options	Yes - The sales order entry Header tab displays when escaping from the Body. The system positions the cursor on the first line of the ship to address, and prompts you to verify that this is the correct address. No - The sales order entry Header tab does not display when escaping from the Body tab of an order.
Outcome of setting this control record	If you want order writers to verify the ship to address before exiting an order, set this record to Yes.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

SOE Shipping Parameters Control Maintenance Records