SA Operator Setup - Entry Options overview

Entry Overrides

In this section, you can indicate if an operator can override this information in entry functions:

• Promotional prices
• Quantity shipped for stocked and nonstocked products
• Hard system price
• Invoice terms
• Pricing tolerances
• Sales tax rate
• Ship to
• Costs on special, drop ship, and all line types
• Inside and outside sales representatives

You can limit the type of order the operator can create in Sales Order Entry, and determine if optional products are when creating a sales order.

OE Entry Options

In this section, you can indicate if an operator can override these values when entering transactions in Sales Order Entry:

• Order Origin code
• Line Type
• Order approval status
• International approval status
• Original Promise Date

You can also determine if the operator can perform these actions:

• Access WT Billed Orders List if you use 3PL functionality
• Access the Approval field, based on whether the operator is the internal or external sales rep, or the Taken By operator, on the sales order
• Maintain the Customer PO number after the order has shipped

Finally, you can identify these settings for the operator:

• Scanner device that is used during tendering
• Storefront User ID
• Legacy hold codes that can be entered or changed
• Pick type that displays on counter sale orders for products in a TWL warehouse

Other Entry Options

In this section, you can indicate if operators have permission to perform these actions during sales order and purchase order transaction entry:

• Change the NCNR option for a product
• Specify nonstock products
• Specify a nonstock commission type
• Create purchase order and warehouse transfer ties in Sales Order Entry
• Specify price and discount information

You can define how the system functions during any entry function for this operator. You can specify if Taken By is required and validated, and if previous nonstock settings are displayed. You can also indicate tender type for this operator.

You can set these minimum and maximum holds for the operator:

• Sales orders: Amount Holds, Margin Amount Holds, and Margin % Hold for direct orders, stock orders, and blanket release orders
• Purchase orders: Amount Holds for direct orders, purchase orders, direct orders, and blanket release orders

You can indicate if an operators have permission to perform these actions during transaction entry and receiving:

• Unlock and revise bids
• Change nonstock bin locations in Product Adjust Non-stock/Direct Order Entry with Inquiry security
• Cancel backorder lines in VA IN sections
• Change status of product to OAN-NS
• Convert catalog product to a stocked or nonstock OAN product
• Convert a catalog product to a stock product
• Specify not-for-resale items in Purchase Order Entry
• Correct PO receiving errors
• Auto ship VA items in receiving
• Maintain previous versions of VA product setups
• Create a VA order using a previous version of a VA Product Setup
• Convert catalog or nonstock items to OAN-NS
• Default to VA Section Line window after Section entry
• Determine what type of source documents can be tied to stock components for prebuilt and fabricated kits in KP Work Order Center Entry
• Convert catalog or nonstock items to OAN-NS
• Allow or prevent price and cost approval in Job Management
• Update printed POs in Job Management
• Access Infor Configure Price Quote application
• Verify changes to POs or WTs during receiving
• Force entry of VA header

You can also define the default approval warehouse for operators.