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This page maintains additional information for a cart. The additional information is reviewed before creating an order or quote, amending an existing order or quote or converting a quote into an order. The customer enters, if applicable, any additional information, then selects how the cart is to be processed: as an order or as a quote.
Amending an Order or Quote or Converting a Quote
If the cart is amending an existing order then the cart can only be processed as a order. If the cart is amending a quote, then the quote can only be processed as quote. If the cart is converting a quote, then the quote can only be processed as an order.
Header
Process As |
Order - processes the cart as an order Quote - processes the cart as an quote |
Purchase Order # |
The customer purchase order number. |
RFQ # |
The request for quote number. |
Document Date |
The confirmation date of this record in Order/Quote/Status. |
Total Estimated Value of Parts |
The total amount after discounts. |
Ultimate Destination |
A standard 'Attention To' code to help route sales order shipments within a customer organization. Source: Ultimate Destination Maintenance in Company Tables. |
Installation Location |
A customer installation site location. Source: Customer Site Location Maintenance in Company Tables. |
Ship Complete? |
If checked, all delivery lines for an order line must be selected during pack list creation and shipped complete. |
Comments |
Enter comments about this order or quote. |
Ship To
Ship to |
A customer ship-to location. Source: Customer Ship-To Location Maintenance in Company Tables. |
Address |
The street of a mailing address and additional information. See Free Form address in Country Table Maintenance in System Tables. |
City |
The city name of a mailing address. See Free Form address in Country Table Maintenance in System Tables. |
State |
The abbreviation of a state in a mailing address. See Free Form Address in Country Table Maintenance in System Tables. |
Zip |
A zip code or postal code. See Free Form Address in Country Table Maintenance in System Tables. |
Country |
A code representing a country. Source: Country Table Maintenance in System Tables. |
Bill To
Bill to |
A customer bill-to location. Source: Customer Bill-To Maintenance in Company Tables. |
Address |
The street of a mailing address and additional information. See Free Form address in Country Table Maintenance in System Tables. |
City |
The city name of a mailing address. See Free Form address in Country Table Maintenance in System Tables. |
State |
The abbreviation of a state in a mailing address. See Free Form Address in Country Table Maintenance in System Tables. |
Zip |
A zip code or postal code. See Free Form Address in Country Table Maintenance in System Tables. |
Country |
A code representing a country. Source: Country Table Maintenance in System Tables. |
Paging Area
Line |
A consecutive number assigned to uniquely identify each record. |
Our Item |
The seller's name for an item. Source: Engineering Workbench. |
Our Revision |
The revision level of an item. An item is uniquely identified by its number and revision number. |
Order Quantity |
The order line quantity. |
(UM) |
Sales transactions display quantities using the selling unit of measure. Set in Engineering Workbench and Service Item Policies in Engineering. Source: Units of Measure in System Tables. |
Unit Price |
The price per unit of measure. |
Description |
A description associated with a material item. |
Your Item |
The customer's name for an item in the seller's product catalog. Source: Item/Customer Cross Reference Maintenance in Company Tables. |
Required Date |
The date / time required. |
Your Revision |
The customer's revision level for an item. An item is uniquely identified by its name and revision number. |
Shipping Location |
A customer ship-to location. Source: Customer Ship-To Location Maintenance in Company Tables. |
Optimum Shipping Date |
Determines the optimum shipping date based on an OSA algorithm. Enabled by the OSA Algorithm checkbox in Sales Orders Policies in Sales Orders in glovia G2. |
Carrier |
A code representing the shipping company responsible for transporting products. Source: Carrier Maintenance (POCARRS) in Company Tables. |
Estimate Parts Amount |
The extended price: quantity times unit price. |
Default Ship Address |
Clicking the Envelope Icon displays a shipping address window. You can change the ship to address for one line or all lines to: A pre-defined shipping address. A one time shipping address. |
Hyperlink
This page confirms the creation or amendment of an order. |
