Select Several Items at the Same Time to Speed Up Order Line Entry

This document explains how you can select several items at the same time in order to speed up order line entry.

Use the multiple item selection function when you:

  • Have a large item database
  • Process customer orders with a large number of order lines, and you want to avoid browsing for an item by pressing F4=Browse in the item field each time you want to enter an order line.

Outcome

A customer order is entered and order line entry is dealt with quickly by using the multiple item selection function.

The following files are updated:

  • The customer order header file, OOHEAD
  • The customer order line file, OOLINE

Before you start

  • A default view and a default sorting order must be specified on the P panel in 'Customer Order. Open Line' (OIS101). For more information, see the table below.
  • A customer order header must be specified in 'Customer Order. Open' (OIS100).
  • Start Customer Order Entry:
    1. Start 'Customer Order. Open' (OIS100/B).

      This instruction is based on panel sequence 5.

    2. On the B panel, specify a customer number. Press Enter and necessary information about the customer is automatically retrieved into the order header.

    3. Specify a requested delivery date and other information if necessary. Press Enter to proceed to 'Customer Order. Open Line' (OIS101/B).

Follow these steps

  1. On the (OIS101/B) panel, press F4=Browse twice in the Item field to start 'Item. Open Toolbox' (MMS200/B).

    There are two different ways of entering quantity when using multiple item selection, depending on how the view for (MMS200) is defined in 'View. Open' (CRS020):

    • If the 'Option/Quantity' field=0 in (CRS020/F), then you must enter the ordered quantity when you return to the B or H panel in (OIS101).
    • If the 'Option/Quantity' field=1 in (CRS020/F), then the 'Order quantity' field is displayed on the (MMS200/B) panel, where you can enter the ordered quantity directly, and information about the quantity is displayed you return to the B or H panel in (OIS101).
  2. On the B panel, select the items to be ordered and right-click one of the items then select Select. The following applies:

    • If you have started from the (OIS101/B) panel and selected only one item, you will return to the (OIS101/B) panel with the ordered item. Go to the (OIS101/B) panel, continue order line entry if required. Click Exit to finish.
    • If you have started from the (OIS101/B) panel and selected several items, you will return to the (OIS101/H) panel with the ordered items. Go to (OIS101/B) panel, continue order line entry if required. Click Exit to finish.
    • If you have started from the (OIS101/H) panel and selected one or several items, you will always return to the (OIS101/H) panel with the ordered items. Go to (OIS101/H) panel, press Enter to validate the selected items. Click Exit to finish.
      Note: The selection of ordered items is cancelled if you leave the (OIS101/H) panel without validation.

      When you return to (OIS101/H) with a selection of items and you want to add more items to the order, it is possible to press F4=Browse again and make a new selection. In this case, no control is done by M3 to prevent you from selecting the same items as previously.

    • If one or more items selected in 'Item. Open Toolbox' (MMS200/B) fail the standard controls executed by 'Customer Order. Open Line' (OIS101), a warning message is displayed informing you how many items could not be selected.

Parameters to set

Program ID/Panel Field The field indicates …
(OIS101/P) View (MMS200)

... the default view to be used when starting 'Item. Open Toolbox' (MMS200) from 'Customer Order. Open Lines' (OIS101). If settings are defined in 'Customer Order. Open Lines' (OIS101/P), then they will override the settings defined in 'Information View Pgm Connection. Open' (CRS014).

Views are created in 'View. Open' (CRS020).

(OIS101/P) Sorting order (MMS200) … the default sorting order to be used when starting (MMS200) from (OIS101). If settings are defined in (OIS101/P), then they will override the settings defined in 'Information View Pgm Connection. Open' (CRS014). Sorting orders are created in 'Sorting order. Open' (CRS022).