Sales - Meat Order Template
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Purpose
This document allows the user to establish a meat order template.
Prerequisites
There must be product master records established in the database via the Stock - Account document. Each product master record must have a barcode format, and a part number. These two fields are essential when performing any barcode related activity. All product codes to be scanned must be limited to 10 characters in length.
If alternate product behaviour is required, then the appropriate relationships must have been established via Stock - Alternates document.
The customer that the template is to be established for must exist in the database via the Debtor - Account document.
Context
This document has been specifically customized for the meat processing industry, and is inappropriate to be used in other industries. Many of the features of the traditional LILAC Sales - Template have been removed. This document has no explicit support for GST.
Templates are useful for establishing recurrent billing. No barcodes can be scanned directly against a template, however a template can be turned into a meat order (Sales - Meat Order) by clicking the Meat Order button.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Name Key | Yes | Type in the customer's key (or click the right mouse button) and select the key from the list. |
| Template No | Yes | Enter past this field to create a new meat template. Otherwise type in the template number (or click the right mouse button) and select the template number from the list. |
| Sales Note | Yes | Type in the sales note number |
| Sales Exec | Yes | Type in the sales executive. |
| Cust Order No | Yes | Type in the customer's order number if required. |
| Date | No | Displays the date the order was created. If a new order is being created, this field will be equal to the Working Date. |
| Group | Yes | This field should be left blank. |
| Charge | No | Displays the name and address of the customer. |
| Ship To | Yes | Type in the delivery location. |
| Natural Fall | Yes | Tick this field if natural fall behaviour is required for this order. Natural Fall behaviour means that any barcode for the order can be scanned at any time, without the requirement of first selecting the product. Alternate products can not be used when Natural Fall is ticked. |
| Payment Terms | Yes | Type in up to two lines of additional payment terms if required. |
| Country Dest | Yes | Type in the country of destination if required. This field is typically non blank when the items on this order are being shipped by vessel. |
| Vessel | Yes | Type in the name of the vessel carrying the contents of this order. |
| Voyage No | Yes | Type in the voyage number for the vessel carrying the contents of this order. |
| Shipping Line | Yes | Type in the name of the shipping line responsible for couriering this order. |
| Shipping Period | Yes | Type in the contracted Shipping Period. |
| Loadout | Yes | Type in the load out site. |
| Load Port | Yes | Type in the load port (or origin port). |
| Discharge Port | Yes | Type in the discharge port. |
| Dest Port | Yes | Type in the destination port. |
| FX Rate | Yes | Type in the FX rate. |
| Cut Off Date | Yes | Type in the shipping cut off date. |
| Depart Date | Yes | Type in the departure date. |
| Discharge Date | Yes | Type in the discharge date. |
| Arrival Date | Yes | Type in the arrival date. |
| Remarks | Yes | Type in any remarks, issues, or complaints with this order. |
|
Lines of the Document |
||
| Field | Enterable? | Instructions |
| Port Marks | Yes | Type in the port marks. These field are typically left blank. |
| State | Yes | Type in the state. These field are typically left blank. |
| Quantity | Yes | Type in the maximum number of kilograms to scanned against this line. This field should be used when the Items field is blank. |
| Quantity Scanned | No | This field will always be blank, as barcodes can not be scanned to a template document. |
| Items | Yes | Type in the maximum number of items or cartons to scanned against this line. This field should be used when the Quantity field is blank. |
| Items Scanned | No | This field will always be blank, as barcodes can not be scanned to a template document. |
| Product Code | Yes | Type in the product’s key (or click the right mouse button) and select the key from the list. |
| Date | Yes | This field is used to restrict the age of barcodes for this line. Type in a date, if the date stored in the barcode is older than the date typed in, the barcode will not be scanned to this order. If the barcode does not have a date stored in it, it will use today's date. |
| Product Desc | Yes | Displays the product description. This description can be changed on this order if required. |
| Currency | Yes | Type in the currency the Price and Extension fields are in. If it is Australian dollars, leave this field blank. |
| Price | Yes | Displays the selling price of the product. You can type in a different price if required. |
| Unit | Yes | Type in the unit of measurement. This field can typically be left blank. |
| Extension | Yes | Displays the extension of the line. This is equal to the Price * Quantity Scanned. |
Transaction Processing
| Button | Description |
| Meat Order | Clicking the Meat Order button will convert the meat template into a meat order document ready for barcode scanning. Any changes that need to be made can then be made on the meat order. |
From Here
Once a meat template has been turned into a meat order, normal processing of the meat order can take place.