TRAX MANUALS > Orders > Orders Module > Orders, Update Menu > Orders Navigator > Order Header Area, via Orders Navigator

Order Header Area, via Orders Navigator

The user is able to view the Order Header Area at all times via the Orders Navigation window.

The tabs and fields in the Order Header Area appear the same as they do in each order header via the Orders module.

Select the Pin button.

The following information/options are available in this window:
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Order (Order Type)

Type of Order. By order type, certain receiving and financial behaviors will be assigned to the order at receiving of the various Order Types. These order types exist under the Orders or Customer Orders Modules exclusively. All Order Types are Hard Coded into the programming syntax.

Number (Order Number)

An auto-generated unique sequential number is assigned to each order. All Order Types which exist under the Order Module will receive their number for the following configuration:

• POSEQ - (Orders Next Sequence Number) - Next number for an Order. The start number is set at implementation. The Config Number field is used.

Ship Location

The location where the transaction will be shipped to. All locations are defined in the Location Master. All Ship Locations must be identified as an Inventory Location in the Location Master, if a physical part or item is to be received. If the Location is not identified in Inventory a warning will be received upon entry and the user will not be able to save the order header. For additional information, please refer to the Location Master, General Tab section of the Settings Training Manual.

Note: The Location Inventory Flag does not apply to S/V or W/C.

Bill To

This may be different from the Ship Location and may be pre-defined for each location. The Bill To location may be changed for a particular order as required. For additional information, please refer to the Location Master, General Tab section of the Settings Training Manual.

Priority

The priority placed on the transaction (e.g., routine, AOG, etc.). For additional information and functionality, refer to the Priority transaction code via the Orders Transaction Codes.

Currency

The currency that will be used for the order transaction. Currencies may be defined for the Customer/Vendor in the Customer/Vendor Master and overridden at the order level. For additional information, please refer to the Currency section of the G/L Interface, System Transaction Code Training Manual.

Category

The appropriate category for this transaction. This also works with the Authorization Process as defined against the Order Type.

Note: The following configuration applies to the Category field:

• EXCATMAN-(E/X Category Mandatory)-If set to 'Yes', the system will make the E/X Category field mandatory.
• LOCATMAN-(Loan Order Category Mandatory)-If set to 'Yes', the system will make the L/O Category field mandatory.
• POCATMAN-(Purchase Order Category field Mandatory)-If set to 'Yes', the P/O Category field will be mandatory.
• ROCATMAN- (Repair Order Category field Mandatory)-If set to 'Yes', the Category field will be mandatory on the Repair Order Header.

Vendor

The system code for the service/part provider. The vendors are defined in the Vendor Master. All vendors must have the required criteria (i.e. supplier, service, etc) to be used against the particular order type. Otherwise, the below message may be received stating that the user will not be able to save the order with that particular vendor. For additional information, please refer to the Vendor Master, General Tab section of Settings Training Manual.

Name

The name of the vendor who was selected in the vendor field will appear here as defined in the Vendor Master.

Attention

Name of person who should receive the order. This field may be pre-defined in the Main Contact field on the Vendor Master, Mailing Address Tab. The main contact will default upon order creation. Additional contacts may be defined in the Vendor Master and selected against the order. For additional information, please refer to the Vendor Master, Contact Button section of Settings Training Manual. For a listing of available contact associated to the vendor, select the Contact button. Select the required vendor contact to populate the Attention field with an alternate contact.

F.O.B.

Freight On Board information (sometimes referred to as Free On Board). This information may be pre-defined by vendor. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Confirmation

The confirmation reference along with applicable information.

Amdt #

The amendment reference number for the order.

Customer P.O.

For Third Party purchase, if purchase is on behalf of a customer the PO number may be entered here. Additional Use - if a Sales Order is generated in the system for the service requirement, it may cross reference here as well. This is to be defined by the company procedures. This does not invoice or charge the customer for any service provided. It is only used as a reference number.

Note: Does not apply to C/O, M/O or W/C order types.

Legacy System Order Number

The legacy number related to the order. The legacy number is typically identified and used by customers during implementation to cross reference their old systems order number to the new systems order number.

Note: Does not apply to C/O, M/O or W/C order types.

Terms

The terms of payment, including the amount of days in which the payment must be made, may be defined by selecting from the pre-defined listing established in the System Transaction Codes. Terms may be changed for a particular order as required. For additional information, please refer to the Terms section of the System Trans Codes Training Manual.

Ship Via

Ship Via code and method to be used. This information may be pre-defined by vendor, but may be changed for a particular order, as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Ship Via Account

Shipping-related account number. This information may be pre-defined by vendor, but may be changed for a particular order, as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Ship Via Remarks

Shipping-related notes. This information may be pre-defined by vendor. Ship Via Remarks may be changed for a particular order as required. For additional information please refer to the Vendor Master, Shipping Information Tab of the Settings Training Manual.

Issued By

The employee who issued the order. If left blank, the system will consider the user who created the order as the issuer.

Maintenance/General Inventory/ GSE Inventory

Choose either Maintenance Inventory, General Inventory or GSE Inventory depending on what kind of inventory the user is creating the Order for.

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The Order Header is hidden which allows for a larger work space to add multiple line items: