National Program in order entry

If the National Program functionality is enabled, then, in Sales Order Entry, certain fields are used as part of the workflow for National Program.

• In the Initiate view, if you select a customer record that is set up to be used only as a National Program Claim Account, when you click Next, an error is displayed: Only Correction type orders are allowed for a National Program Claim Account (7054). This validation prevents operators from entering normal product orders for National Program claim accounts.
• In the Select Products view, when you select a product, the product is validated by the system. If that product qualifies for a National Program, the Price and Net Amount fields show zero price and the fields cannot be edited. The Pricing tab is now disabled.
  If the product is a kit, Price and Net Amount fields show the price for the component(s) that is not part of a National Program.

  Note: Kit components are not rolled up to calculate a price. The system may be set up with two product and warehouse records; one for customers participating in National Programs, and one not. Each may be priced differently.
• In the Select Products view, when you select a product that qualifies for National Program, expand the Extended Fields section. The National Program Code and National Program Record # fields are information-only. These fields also are displayed as columns in the grid accessed from the Edit Lines button.
  • National Program Code: This field shows the Vendor (Manufacturer) program code specified in the PD Pricing Setup-National Program record.
  • National Program Record #: The value in the column is based on the system generated unique record number when the PD Pricing Setup-National Program record was created

  The National Program option may be information-only or available, depending on the setting of the Program Only option in the PD Pricing Setup-National Program record. If the Program Only option is cleared, then the National Program option is enabled in the Extended Fields. The customer service representative can decide if the product should be a National Program line by selecting the option. If the Program Only option is selected in setup, the National Program option is information-only. The field is also information-only if there is no active National Program for that product.

• In the Select Products view, when processing a return, when you select Return, and open the Returns tab, and click Find Invoice, a results grid is displayed. In the grid, these National Program columns are displayed:
  • Allow National Program Returns: This field shows that the Allow Returns option is selected in the PD Pricing Setup-National Program record.
  • National Program: This field shows whether the Program Only option is selected in the PD Pricing Setup-National Program record.

If the National Program functionality is enabled, static information is displayed in Sales Order Inquiry for National Program.

This information is displayed on the Sales Order Inquiry - Line Detail window.

• National Program: In the results grid, scroll to view this column. The value in the column indicates if the order entry line has been selected for a National Program.
• National Program Code: In the results grid, scroll to view this column. The value in the column is based on the National Program Code specified in the PD Pricing Setup-National Program record.
• National Program Claim OE#: The original order number is incremented by one to create a Correction (CR) type claim order.
• National Program Margin Amount: Shows the order entry line margin cost.
• National Program Margin %: Shows the margin calculation using National Program Net Amount and National Program Margin.
• National Program Net Amount: Sum of all CR claim lines tied to this order line.
• National Program Record #: In the results grid, scroll to view this column. The value in the column is based on the system generated unique record number when the PD Pricing Setup-National Program record was created.

This information is displayed on the Sales Order Inquiry - Totals window.

• In the Search in the left panel, a Notes indicator is displayed. The notes are automatically created by the system, and list all claims created as part of this invoice.
• # of National Program Lines: This field indicates the line count of National Program lines on the order.
• Margin Amount Including National Programs: This field shows the margin amount displayed plus the total shipped amount from the order entry header.
• Margin Percent Including National Programs: This field shows the margin calculation using the margin amount, including National Program, and shipped, including National Program.
• Shipped Including National Programs: This field shows the shipped value currently displayed plus the total shipped amount from the order entry header.