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Essentials Training – Advanced Order Entry

Advanced Order Management
Table of Contents:
Session Agenda _______________________________________ Page 1
CSR / DSC Communication with the Warehouse: How multiple
shipment(s) to AWCS are Created? ________________________ Page 2
• Alternate ship-from location(s) __________________________ Page 2
• Alternate requested ship date(s)__________________________ Page 2
• Adding a product on an Order ___________________________ Page 3
• Increasing product quantities on an Order __________________ Page 4
• Decreasing product quantities on an Order _________________ Page 4
• Backorder and shipment of product on an Order _____________ Page 5
CSR / DSC Communication with the Warehouse: How does the

CSR communicate with the warehouse? _____________________ Page 6
CSR / DSC Communication with the Warehouse: When does
the CSR communicate with the warehouse? __________________ Page 9
• Add a product and/or increase product quantity ____________ Page 9
• Delete a product and/or decrease product quantity ___________ Page 11
• Void / Cancel an entire Order ___________________________ Page 13
• Move an entire Order from AWCS to AOM control __________ Page 15
• Order Lines updated with a ‘R’ [Released] ________________ Page 17
Short Ship Order Line(s): CANCEL ________________________Page 18

Short Ship Order Line(s): BACKORDER ___________________ Page 23
• Backorder Replenishment Rule; < and not = 50% ___________ Page 31
• Backorder Replenishment Rule; > 50% but < 100% __________ Page 32
• Backorder Replenishment Rule; 100% ____________________ Page 34
Short Ship Order Line(s): BACKORDER / FORCE to AWCS __ Page 35
• Rules of BOShip? field ________________________________ Page 45
Shipments outside ship reservation window: FORCE to AWCS _ Page 46
Will Call Order Entry Steps (WC) _________________________ Page 52

• Shipping a WC Order by LTL ___________________________ Page 59
Advanced Order Entry – Table of Contents.doc i

Order Entry Hold(s) in HN0101 ___________________________ Page 60

• Price Hold(s) ________________________________________ Page 61
• Viewing Price Holds in HN020102 _______________________ Page 62
• Credit Hold(s) _______________________________________ Page 63
• Credit Hold Indicator in HN0101 ________________________ Page 64
• Viewing Credit Holds in HN0813 ________________________ Page 65
• Rules for Price and Credit Held Order(s) ___________________ Page 70
Other Order Entry Hold(s) in HN0101 ______________________ Page 71

• Duplicate Order ______________________________________ Page 71
• Manual Order Hold ___________________________________ Page 72
• Warehouse Hold _____________________________________ Page 73
• Max Order Weight / Volume Exceeded Hold _______________ Page 78
• Manual Order Line(s) Hold _____________________________ Page 80
• Product Purchase Hold ________________________________ Page 81
• SW Restriction(s) ____________________________________ Page 82
AOM Routines: SW Star Dating utilizing AOM Departure(s) ____ Page 86

• Set-up and Inquiry ____________________________________ Page 86
• Lead Times _______________________________________ Page 93
• Miscellaneous Departure Information ___________________ Page 93
• Star Wars Table Maintenance ___________________________ Page 93
• Temporary Star Dating Maintenance ______________________ Page 94
• Sears Star Schedule Day _______________________________ Page 95
Business Process: Overriding the Departure on an Order ________ Page 96

Business Process: Departure Logic for Sears and Store Order(s) __ Page 100
• Logic for Sears PR Order(s) ___________________________ Page 100
• Logic for Sears RE Order(s) ____________________________ Page 102
• Logic for Stores ST Order(s) ____________________________ Page 103
• Logic for Stores PR Order(s) ____________________________ Page 103
Advanced Order Entry – Table of Contents.doc ii

Basic Price in HN0101 __________________________________ Page 105

• Order Header Level / Pricing field(s) _____________________ Page 105
• Order Header Level / Pricing Information Window __________ Page 106
• Line Detail Level / Pricing field(s) _______________________ Page 108
• Line Detail Level / Pricing Information Window ____________ Page 109
Vendor Drop-Ship / Vendor Billing Order Entry Steps (VB) _____ Page 112
• HI0201 – Purchase OE-Goods Flow Routine _______________ Page 119
• HI0303 – Receipt Reporting-Drop Ship Order Routine _______ Page 121
• Routine(s) utilized for VB Order(s) _______________________ Page 122
Inquiries: IVAN – Inventory Analysis ______________________ Page 123

• Product search screen – search entry ______________________ Page 125
• Product search screen – search results _____________________ Page 127
• IVAN: header information ______________________________ Page 128
• IVAN: line information ________________________________ Page 130
• IVAN: drill-down option(s) _____________________________ Page 133
AOM Inquiries: Product Availability _______________________ Page 139

AOM Inquiries: Product Attributes ________________________ Page 143
AOM Inquiries: Customer Attributes _______________________ Page 159
AOM Inquiries: Order Inquiry ____________________________ Page 172
AOM Inquiries: Order Release ____________________________ Page 204
AOM Inquiries: Order Invoice ____________________________ Page 216
AOM Appendix: _______________________________________ Page 223

• How do I print an AOM Order __________________________ Page 223
• How do I find assorted shipping and invoicing info __________ Page 226
• How do I view Orders in differ statuses within AOM _________ Page 227
• How do I view / enter text messages on an Order ____________ Page 235
• How do I enter an Order that weighs more than a TL _________ Page 251
• How do I temporarily save and/or suspend an Order __________ Page 255
• How do I make Mfg. Order Inquiries in IVAN ______________ Page 261
• How do I see Credit issues when an Order is saved __________ Page 262
• How do I search for an Order with the Customer
and/or PO Number(s) ________________________________ Page 264
Advanced Order Entry – Table of Contents.doc iii
• How do I search for an Order when unsure of the
PLC/TKR entry ______________________________________ Page 267
• How do I view the Bill-to, Sell-to, and Ship-to
Address on an Order ________________________________ Page 272
• How do I view the piece count, order weight, gallon
count, and line count on an Order ________________________ Page 275
• How do I view and/or verify the Customer Address
at Order Entry _______________________________________ Page 279
• What is the Order and Invoice history in AOM _____________ Page 280
• What is the numbering format in AOM ____________________ Page 282
Advanced Order Entry – Table of Contents.doc iv

AOM Advanced Order Entry – Session Agenda
I. Review REVISED Order Flow: DSC / CSR communication when an Order is in AWCS Control
A. How Multiple Shipments are Created
B. How to Communicate to the DSC
C. When to Communicate to the DSC
a. Increase existing quantity
b. Add NEW product(s)
c. Decrease existing quantity
d. (With reference to above) Will A & B go out on the same shipment (Scenarios of Y/N)?
e. Void a line
f. Void an order
g. Bring an order back to AOM control
II. Order & Line status review
A. Product Short Ships - Cancelled Lines
B. Product Short Ships - Backordered Lines (incl. Rules when the lines will re-drop to AWCS)
1. Force Down a back order that has not meet the 50% rule
III. Additional fields added to the standard order screen (HN0101)
IV. Order Entry Holds
A. Price Holds
B. Credit Holds
C. Other Holds in HN0101 [i.e. Duplicate Order, Max Order Weight, Warehouse Holds, etc…]
V. Special Order Classes
A. Will Call
B. No Charge
C. Discuss the significance of a “0” in the Whse field – no update to manual
D. Talk through changes in Customer Direct – no update to manual
VI. Departures
A. SW Star Dating
B. Overriding a Departure at Order Entry
C. Departure logic for Sears
VII. Inquiries
A. Product Availability in and out of AOM
B. Product Attributes within AOM
C. Customer Attributes within AOM
D. Order Inquiries within AOM
E. Order Release within AOM
F. Invoice Inquiries within AOM
VIII. Basic Pricing
• Not multi level discounts/promotions, spring dating etc
A. Line level – discounts, promotions
B. Order Level – truck load discounts
C. Review price lists – now by customer vs. brand customer combination
D. If you do not quote prices today you also will not in AOM
IX. Appendix – How do I question(s)?
Advanced Order Entry – Session Agenda.doc 1

Communication with the Warehouse

How Multiple Shipments to AWCS are created?
• Due to AOM Line Independence, the CSR could have multiple Shipments
[Shipping Headers] that flow to AWCS, from AOM, for Order processing. This
script will identify the components of WHEN WOULD additional Shipping
Headers be created in AOM.
1) Alternate Ship-from Locations: Also known as Alternate Warehouse Shipping,

this process entails having multiple Order Lines, shipping from multiple
Distribution Centers, on one AOM Order (Fig. 1 below).
Fig. 1
2) Alternate Requested Ship Dates: This process entails having multiple Order
Lines, shipping on different Requested Ship Dates, on one AOM Order (Fig. 2
below).
Advanced Order Entry – Communication with the Warehouse: How Multiple Shipments are Created.doc 2
Fig. 2
3) Adding a Product to an AOM Order: This process entails adding a “NEW”

Product (creating an additional Order Line) once the AOM Order has been released
to the shipping DSC and is AWCS Control (Fig. 3 below).
Fig. 3
4) Increasing Product Quantity on an AOM Order: This process entails increasing
the product quantity of an original Order Line once the AOM Order has been
released to the shipping DSC and is AWCS Control (Fig. 4 below).
Fig. 4
5) Decreasing Product Quantity on an AOM Order: This process entails decreasing

the product quantity of an original Order Line once the AOM Order has been
released to the shipping DSC and is AWCS Control (Fig. 5 below).
Fig. 5
6) Backorder and Ship of Product on an AOM Order: This process entails short
shipping the product on the Requested Ship Date and then shipping the remainder
due when the product is available at the specific shipping location (Fig 6 below).
Fig. 6

How does the CSR Communicate with the DSC?
• Due to AOM Line Independence, the CSR could have multiple Shipments [Shipping
Headers] that flow to AWCS, from AOM, for Order processing. This script will
identify the components of HOW TO communicate with the DSC when adjustments
and/or changes need to be made to the Order and/or Order Lines (on / from a specific
Shipment).
• NOTE: For this script it is assumed that the CSR knows what DSC needs to be
called for Order Review and/or Adjustment.
1) FIRST: The CSR must move to the Ship-to Address Window (Page 2 / Window 4 of
HN0101) and utilize the arrow keys to toggle to the specific Ship Location in
question (Fig. 1 below).
Fig. 1
2) SECOND: The CSR must give the specific shipping warehouse personnel the AOM
Order Number (Fig. 2 below).
• NOTE: The AOM Order Number consists of eight numeric spaceholders and to
AWCS is the Shipment Number (i.e. 00003059).
Advanced Order Entry – Communication with the Warehouse_How to Communicate with the DSC.doc 6
Fig. 2
3) THIRD: The CSR must give the specific shipping warehouse personnel the AOM
Shipping Header Number – for that specific Ship Location (Fig. 3 below).
• NOTE: The AOM Shipping Header Number consists of three numeric
spaceholders and to AWCS is a component of the AOM Order Number (i.e.
00003059002).
Fig. 3
4) FOURTH: The CSR must give the specific shipping warehouse personnel the AOM
Line Number – for that specific Ship Location (Fig. 4 below).
• NOTE: When the Ship-to Address Window is showing the specific Ship
Location and the cursor is highlighting the specific Shipping Header in the
ShipHeadNo field (as noted above), Click the Lightbulb to view the AOM
Line Numbers for that AOM Order.
• NOTE: The AOM Line Number consists of three numeric spaceholders (i.e.
006).
Fig. 4
When would the CSR need to talk to the DSC (Modifying an Order)?
• Due to AOM Line Independence, the CSR could have multiple Shipments [Shipping
Headers] that flow to AWCS, from AOM, for Order processing. This script will
identify the components of WHEN TO communicate with the DSC when
adjustments and/or changes need to be made to the Order and/or Order Lines.
• NOTE: For this script it is assumed that the CSR knows that the Order and the
Order Line(s) have been released to the shipping warehouse and are in AWCS
control.
• NOTE: For this script it is assumed that the CSR knows what DSC (Ship
Location) needs to be called for Order Review and/or Adjustment.
• NOTE: For this script it is assumed that the CSR knows the AOM Order
Number, the AOM Shipping Header Number, and the AOM Line Number – as it
relates to the adjustment and/or change that needs to be made to that specific
Order and/or Order Line.
1) To Add an Order Line and/or Increase Product Quantity of a specific Order Line
when the AOM Shipping Header is InAWCS Control.
• When the DSC indicates that the Order (AOM Shipping Header) IS NOT
AVAILABLE for changes and/or adjustments.
• NOTE: The CSR will add the additional product quantity (Fig. 1 below), either
from an existing product on the order or an entirely new product, as a NEW
Order Line.
• NOTE: The new Order Line will then generate an additional AOM Shipping
Header that, when delivered to AWCS, will ship separate from the original
Order Line(s) – based on DSC / CSR Communication.
• NOTE: Once the CSR knows that the additional Order Line(s) WILL NOT ship
with the original Order Line(s), the CSR may want to enter the Requested Ship
Date of the additional Order Line(s) to reflect the actual ship date (Fig. 2 below)
– negotiated between CSR and DSC personnel.
Advanced Order Entry – Communication with the Warehouse_ When to Communicate with the DSC.doc 9
Fig. 1 Fig. 2
2) To Add an Order Line and/or Increase Product Quantity of a specific Order Line
• When the DSC indicates that the Order (AOM Shipping Header) IS
• NOTE: The CSR will add the additional product quantity (Fig. 3 below), either
from an existing product on the order or an entirely new product, as a NEW
Order Line.
Header that, when delivered to AWCS, will ship together with the original
• NOTE: Once the CSR knows that the additional Order Line(s) WILL ship with
the original Order Line(s), the CSR may want to enter the Requested Ship Date
of the additional Order Line(s) to reflect the actual ship date (Fig. 4 below) –
negotiated between CSR and DSC personnel.
Fig. 3 Fig. 4
3) To Delete an Order Line and/or Decrease Product Quantity of a specific Order Line
• NOTE: As a Business Rule – the Order is locked. The Order (AOM Shipping
Header) is out for picking and Order Line(s) can no longer be deleted and/or
have product(s) quantities decreased.
• NOTE: As a Business Rule – the Order will SHIP as scheduled.
4) To Delete an Order Line and/or Decrease Product Quantity of a specific Order Line
• NOTE: Whether an entire Order Line is requested to be deleted by the CSR or a
specific product is requested to be decreased in quantity, the Shipping DSC will
DELETE the entire Order Line in AWCS.
• NOTE: The affected Order Line will then come back to AOM, from AWCS,
with a 990 [Cancelled] Order Line Status (Fig. 5 below).
• NOTE: The control of the deleted Order Line will still indicate as InAWCS
[InAWCS = Y] (Fig. 6 below) due to that deleted Order Line being tied to the
original Order Line(s) AOM Shipping Header.
• NOTE: If the CSR is decreasing a product quantity from an original Order Line,
the CSR will re-enter the affected product with the new product quantity as a
NEW Order Line (Fig. 7 below).
Header that, when delivered to AWCS, will ship together with the original
Fig. 5
Fig. 6
Fig. 7
5) To Void an entire Order (all Order Lines within a specific AOM Shipping Header)
AVAILABLE for voiding.
• NOTE: As a Business Rule – the Order is locked. The Order (AOM Shipping
Header) is out for picking and Order Line(s) can no longer be deleted and/or
have product(s) quantities decreased [VOIDED].
• NOTE: As a Business Rule – the Order will SHIP as scheduled.
6) To Void an entire Order (all Order Lines within a specific AOM Shipping Header)
AVAILABLE for voiding.
• NOTE: The Shipping DSC will DELETE the entire Order (the AOM Shipping
Header) in AWCS.
• NOTE: The affected Order and all Order Line(s) will come back to AOM, from
AWCS, with a 990 [Cancelled] Order Header and Order Line Status Code (Fig.
8 and 9 below).
• NOTE: The control of the Order changes from AWCS control [InAWCS = Y]
to AOM control [InAWCS = N] (Fig. 10 below) because that specific AOM
Shipping Header has been completely voided.
• NOTE: On the affected / voided Order Line(s), the products Reserved Quantity
field(s) will change to indicate ZERO reserved (Fig. 11 below).
Fig. 8
Fig. 9
Fig. 10
Fig. 11
7) To Move an entire Order (all Order Lines within a specific AOM Shipping Header)
from AWCS Control (InAWCS = Y) back to AOM Control (InAWCS = Blank).
AVAILABLE “to be backed out of AWCS.”
• WHY? This is done when there are multiple Order Line(s) and/or Order
Header changes, adjustments, or updates that need to be made to the
Customer Order Requirement(s) [i.e. a Re-Scheduled Opening Order].
• NOTE: Order will be Suspended Unallocated in AWCS (Deleted in AWCS).
• NOTE: When the Order is back in AOM Control – all reserved inventories will
be released. Those released quantities will then become available to all
incoming requirement(s).
• NOTE: The Reserved Quantity (Fig. 12 below) will then become a snapshot of
available inventory (Soft Reservation) and the control of the Order (AOM
Shipping Header) will change from AWCS [InAWCS = Y] to AOM [InAWCS
= Blank] (Fig. 13 below).
Before back
out of AWCS
After back out

of AWCS
Fig. 13 Fig. 12
• NOTE: If the referenced product(s) are available when the Order (AOM
Shipping Header) is RE-SAVED and within the Ship Reservation Window
then the inventory is re-applied and sent to AWCS for Order Processing.
8) NOTE: Once the Order Line(s) is / are updated to indicate Released to
warehouse (InAWCS = R) [as shown through the example below], the User [i.e.
CSR and/or WHSE personnel] can NO longer update and/or modify the existing
Order Line(s) without restocking and/or re-handling charges being applied to
the Order.
Short Shipped Order Lines: Cancel

Short Shipped and Cancelled Order Requirement(s)
1) Run HN0101.
2) Enter the mandatory fields in the Order Header Level [Pg. 1 / Window 1 of HN0101],
Press the Page Down Key (Reference any of the Manual Order Entry Scripts for
further clarification).
3) NOTE: In order for short shipped order requirement(s) to CANCEL on the Order
Line, the “BOFlag” – Backorder Flag field (Fig. 1 below) must be identified with an
“N” [N = Never Backorder] at Order Entry.
4) NOTE: The Backorder Flag field will default at Order Entry based upon that specific
customers profile setup. If the default setting for that specific customer indicates an
“A” [A = Always Backorder] then the CSR would / should have to manually change
that Always Backorder designator to a Never Backorder designator at Order Entry.
Fig. 1
5) Verify all Order Header information, Press Page Down Key to move to the Line
Detail Level [Pg. 1 / Window 2 of HN0101].
6) Enter all products and order quantities for this Emergency Order on the lines
provided at the Line Detail Level.
Advanced Order Entry – Short Shipped Order Lines: Cancelled Order Requirements.doc 18
7) NOTE: On Line / Position #2, The CSR is visually notified, through SOFT
RESERVATION, that of the original Order Quantity required [120 gallons or 24
pails] (Fig. 2 below) only a portion are currently available [90 gallons or 18 pails]
(Fig. 3 below) at that specific shipping warehouse (Fig. 4 below).
Fig. 2
Fig. 4 Fig. 3
8) Press the Down Arrow Key to enter other Order Line(s) for this Order [OR Press
Page Down Key to move to the Shipping Header Level (Page 2 / Window 3 of
HN0101)].
9) Document the Order Number.
10) NOTE: Modifications and /or Adjustments to the existing Order Line(s) are
ALLOWED at this time.
11) SAVE the AOM Order.
12) NOTE: The AOM Order will flow through the pricing module, through the credit-
checking module, and will then be released to the shipping warehouse.
13) NOTE: Once in AWCS Control (Fig. 5 below) the order requirements (Fig. 6 below)
will be become allocated [i.e. product mortgaged, reserved to the Order Line] (Fig. 7
below) for that customer order [based on product availability at Order Entry].
Fig. 6
Fig. 5 Fig. 7
14) NOTE: Once the reserved portion of that order requirement (Fig. 8 below) has
SHIPPED (Fig. 9 below) from the shipping warehouse, the CANCELLED portion of
the original order requirement [Quantity] will split from the original Order Line and
will populate on a new Order Line (Fig. 10 below).
15) NOTE: The newly created Order Line will maintain the original Order Line’s
Number [Order Line Position Number] (Fig. 11 below) but will create a NEW Order
Line Sequence Number (Fig. 12 below) that ties it to the original Order Line.
Fig. 11 Fig. 9 Fig. 8
Fig. 12 Fig. 13 Fig. 10
16) NOTE: Once SHIPPED, the cancelled portion of the original order requirement will
automatically progress to a Line Status of 989 [Cancelled in Warehouse] (Fig. 13
above) due to the Order being entered with the requirement of canceling product that
short ship(s).
17) NOTE: While the remaining Order Lines progress to an Invoicing Order Line Status
(Fig. 14 below), the cancelled portion of the original Order Requirement will remain
at an Order Line Status indicating the product Cancelled in the Warehouse (Fig. 15
below).
Fig. 14
Fig. 15
18) Should the CSR need to view the original order requirement [total Order Quantity
requested] without adding together all the sequence numbers [as would have to be
done in Line / Position 2 above] – Highlight one of the questioned product Order
Line(s), Right-Click and choose “Show Original Order Lines.”
19) The “OrderQty” – Order Quantity field (Fig. 16 below) will visually indicate the
original order quantity for the product in question.
Fig. 16
Short Shipped Order Lines: Backorder

Short Shipped and Backordered Order Requirement(s)
1) Run HN0101.
2) Enter the mandatory fields in the Order Header Level [Page 1 / Window 1 of
HN0101], Press the Page Down Key (Reference any of the Manual Order Entry
Scripts for further clarification).
3) NOTE: In order for short shipped order requirement(s) to BACKORDER on the
Order Line, the “BOFlag” – Backorder Flag field (Fig. 1 below) must be identified
with an “A” [A = Always Backorder] at Order Entry.
4) NOTE: The Backorder Flag field will default at Order Entry based upon that specific
customers profile setup. If the default setting for that specific customer indicates an
“N” [N = Never Backorder] then the CSR would / should have to manually change
that Never Backorder designator to an Always Backorder designator at Order Entry.
Fig. 1
Detail Level [Page 1 / Window 2 of HN0101].
Advanced Order Entry – Short Shipped Order Lines: Backordered Order Requirements.doc 23
RESERVATION, that of the original Order Quantity required [120 gallons or 24
pails] (Fig. 2 below) only a portion are currently available [20 gallons or 4 pails] (Fig.
3 below) at that specific DSC (Fig. 4 below).
Fig. 2
Fig. 4 Fig. 3
8) NOTE: While highlighting Line / Position #2, the CSR can choose the Right-Click
option “Product Base” [i.e. HI0106 – Query Product Availability Base] to view
the current disposition of this product at that specific Shipping Warehouse (Fig. 4
above).
9) NOTE: After accessing the Product Base Right-Click, for this particular example, the
CSR can visually see that for this specific product (Fig. 5 below), there is a Stock
Transfer Order (Fig. 6 below) that is currently in route (Fig. 7 below) from another
Warehouse [from 440 = Sierra] (Fig. 8 below).
Fig. 5
10) Exit the Product Base Query Window.

HN0101)].
13) NOTE: Modifications and/or Adjustments to the existing Order Line(s) are
checking module, and will then be released to that specific shipping warehouse for
processing.
16) NOTE: Once in AWCS Control [released to the warehouse] (Fig. 9 below) the order
requirements (Fig. 10 below) will be become allocated [i.e. product mortgaged,
reserved to the Order Line] (Fig. 11 below) for that customer order [based on product
availability at Order Entry].
Fig. 10
Fig. 9 Fig. 11
SHIPPED (Fig. 13 below) from the shipping warehouse, the BACKORDERED
portion of the original order requirement [Quantity] will split from the original Order
Line and will populate on a new Order Line (Fig. 14 below).
Line Sequence Number (Fig. 16 below) that ties it to the original Order Line [from
Seq. 0 to Seq. 1].
Fig. 15 Fig. 13 Fig. 12
Fig. 16 Fig. 17 Fig. 14
19) NOTE: Once SHIPPED, the backordered portion of the original order requirement
will automatically revert to a Line Status of 601 [Not Reserved] (Fig. 17 above) due
to the Order being entered with the requirement of backordering product that short
ships (Fig. 1 above).
20) NOTE: The 601 Order Line Status tells the CSR that they are within the Ship
Reservation Window but at this point in time there is NO stock available to reserve
– thus the Order Line is suspended [with rules] until stock is replenished to meet
this order requirement.
21) NOTE: Once INVOICED – the shipped Order Lines progress to an invoicing Order
Line status (Fig. 18 below) and the backordered portion of the original order
requirement will remain at an Order Line status indicating the product backordered in
the warehouse (Fig. 19 below).
22) NOTE: Once INVOICED – with the shipped Order Lines progressing to an invoiced
Order Line status, the Order Status will advance to 800 [Partially Invoiced] (Fig. 20
below) indicating that there are still outstanding Order Lines that have not shipped
and/or invoiced to date.
Fig. 20
Fig. 18
Fig. 19
23) Should the CSR need to view the original requested order requirement [total Order
Quantity requested] without adding together all the sequence numbers [as would have
to be done in Line / Position 2 above] – Highlight the questioned Order Line(s),
Right-Click and choose ‘Show Original Order Lines’ (Fig. 21 below).
24) The “OrderQty” – Order Quantity field (Fig. 22 below) will visually indicate the
original order quantity requested for the product in question.
Fig. 21
Fig. 22
25) Press Return to exit the ‘Show Original Order Line’ Window.
26) NOTE: While highlighting Position #2 / Sequence #2, the CSR can choose the Right-
Click option “Product Base” to view the current disposition of this product at that
specific shipping warehouse (from Fig. 4 above).
27) NOTE: After accessing the Product Base Right-Click, the CSR can view that for this
specific product (Fig. 23 below) there is a Stock Transfer Order in route for 1000
gallons (Fig. 24 below) that can be utilized to fulfill the backorder requirement (Fig.
25 below) for Order Number 3097 (Fig. 26 below).
Fig. 23
Fig. 24
Fig. 26 Fig. 25
28) Exit the Product Base Right-Click.

29) NOTE: While at the Line Detail Level (Page 1 / Window 2 of HN0101), Press the
Page Down Key twice to move to the Ship-to Address Level.
30) NOTE: Once shipped, the CSR can now view the MULTIPLE [i.e. TWO for current
example] Shipping Header(s) that have been created based on the customer
requirement(s) for this specific Order [i.e. short shipped lines backorder]:
• Shipment One (Fig. 27 below) includes those product(s) that have been shipped
and invoiced; denoted in the “BOShip?” – Backorder Ship field as a N [Regular
Shipment] (Fig. 28 below).
• Shipment Two (Fig. 29 below) includes those product(s) that have NOT shipped
and invoiced; denoted in the Backorder Ship field as a Y [Backorder Shipment]
(Fig. 30 below).
Fig. 27
Fig. 28
Fig. 29
Fig. 30
Product Availability on the Order Line

• NOTE: BACKORDER REPLENISHMENT RULE: In order to automatically
trigger the processing of a backordered Order Line quantity, >= 50% [greater than
or equal to fifty percent] of the non-shipped order quantity has to become
AVAILABLE at that specific shipping warehouse.
31) NOTE: When < ! 50% [less than and not equal to fifty percent] of the non-
shipped order quantity (Fig. 31 below) has become available, the Order Line will
show that Soft Reservation (Fig. 32 below) through the reserved quantity field (Fig.
33 below) but the Order Line will NOT be automatically released (Fig. 34 below) to
the shipping warehouse (Fig. 35 below) until 50% product availability [i.e. 50 gallons
for example below] has been reached.
Fig. 31
Fig. 35 Fig. 34 Fig. 32 Fig. 33
32) NOTE: When the non-shipped order quantity indicates Soft Reservation on the Order
Line [as referenced above], the CSR, at any time, CAN manually force the Order
Line(s) into AWCS Control.
33) NOTE: When > = 50% but < 100% [greater than or equal to fifty percent but
less than a hundred percent] of the non-shipped order quantity (Fig. 36 below) has
become available, the Order Line will show that Reservation [through the Night
Reservation Process] (Fig. 37 below) through the reserved quantity field (Fig. 38
below) and the Order Line WILL be automatically released (Fig. 39 below) to the
shipping warehouse (Fig. 40 below) because 50% product availability [i.e. 50 gallons
for example below] has been reached.
Fig. 36
Fig. 40 Fig. 39 Fig. 37 Fig. 38
34) NOTE: The remaining non-shipped order quantity [25 gallons / 5 pails] (Fig. 41
below) will now remain in a suspended state (Fig. 42 below) until product becomes
available for shipping.
35) NOTE: Line Numbers – position / sequence 2.0 has invoiced (Fig. 43 below),
position / sequence 2.1 will process [ship and invoice] (Fig. 44 below), and position
/ sequence 2.2 (Fig. 45 below) will remain backordered.
Fig. 43
Fig. 44
Fig. 45
Fig. 42 Fig. 41
36) NOTE: Available inventory will always accumulate and indicate as Soft Reservation
through the reserved quantity field UNTIL fifty percent of the non-shipped product
has become available at the shipping warehouse.
37) NOTE: The cycle [through the example detailed above] will continue over and over
until all the non-shipped order quantity has been completely reduced and entirely
shipped [based upon the backorder option chosen at Order Entry].
38) NOTE: When 100% [one hundred percent] of the non-shipped order quantity (Fig.
46 below) has become available, the Order Line will show that reservation [through
the Night Reservation Process] (Fig. 47 below) through the reserved quantity field
(Fig. 48 below) and the Order Line WILL be automatically released (Fig. 49 below)
to the shipping warehouse (Fig. 50 below) because 100% product availability [i.e.
100 gallons for example below] has been reached.
Fig. 46
Fig. 50 Fig. 49 Fig. 47 Fig. 48
39) NOTE: Once all the non-shipped [backordered] order requirement(s) have shipped
complete, regardless of the number of sequence numbers created throughout the
cycle, the AOM Order will process and Invoice Complete [i.e. OH = from 800 to
961] – generating separate Invoice Numbers for each backordered sequence line
created.
Short Shipped Order Lines: Backorder / Force

Short Shipped and Backordered Order Requirement(s), Force to AWCS
1) Run HN0101, Enter the mandatory fields in the Order Header Level [Page 1 /
Window 1 of HN0101], Press the Page Down Key (Reference any of the Manual
Order Entry Scripts for further clarification).
2) NOTE: In order for short shipped order requirement(s) to BACKORDER on the
Order Line, the “BOFlag” – Backorder Flag field must be identified with an “A” [A
= Always Backorder] at Order Entry.
Detail Level [Page 1 / Window 2 of HN0101].
RESERVATION (Fig. 1 below), that of the original Order Quantity required [480
gallons or 96 pails] (Fig. 2 below) only a portion are currently available [220 gallons
or 44 pails] (Fig. 3 below) at that specific shipping warehouse (Fig. 4 below).
Fig. 2
HN0101)].
Advanced Order Entry – Short Shipped Order Lines: Backordered Order Requirements, Force to AWCS.doc 35
checking module, and will then be released to that specific shipping warehouse for
processing.
11) NOTE: Once in AWCS Control [released to the warehouse] (Fig. 5 below) the order
requirements (Fig. 6 below) will be become allocated [i.e. product mortgaged,
reserved to the Order Line] (Fig. 7 below) for that customer order [based on product
availability at Order Entry].
Fig. 6
Fig. 5 Fig. 7
SHIPPED (Fig. 9 below) from the shipping warehouse, the BACKORDERED
portion of the original order requirement [Quantity] will split from the original Order
Line and will populate on a new Order Line (Fig. 10 below).
Seq. 0 to Seq. 1].
Fig. 12 Fig. 13 Fig. 10
ships.
– thus the Order Line is suspended [with rules] until stock is replenished to meet
this order requirement.
16) NOTE: Once INVOICED – the shipped Order Lines progress to an invoicing Order
Line status (Fig. 14 below) and the backordered portion of the original order
requirement will remain at an Order Line status indicating the product backordered in
the warehouse (Fig. 15 below).
17) NOTE: Once INVOICED – with the shipped Order Lines progressing to an invoiced
Order Line status, the Order Status will advance to 800 [Partially Invoiced] (Fig. 16
below) indicating that there are still outstanding Order Lines that have not shipped
and/or invoiced to date.
Fig. 16
Fig. 14
Fig. 15
Page Down Key twice to move to the Ship-to Address Level (Page 2 / Window 4 of
HN0101).
19) NOTE: Once shipped, the CSR can view the MULTIPLE [i.e. TWO for current
example] Shipping Header(s) that have been created based on the customer
and invoiced; denoted in the Backorder Ship field as a N [Regular Shipment]
(Fig. 18 below).
• Shipment Two (Fig. 19 below) includes those product(s) that have NOT shipped
and invoiced; denoted in the Backorder Ship field as a Y [Backorder Shipment]
(Fig. 20 below).
Fig. 17
Fig. 18
Fig. 19
Fig. 20
Product Availability: the Backorder Replenishment Rule

• NOTE: BACKORDER REPLENISHMENT RULE: In order to automatically
trigger the processing of a backordered Order Line quantity, >= 50% [greater than
or equal to fifty percent] of the non-shipped order quantity has to become
AVAILABLE at that specific shipping warehouse.
20) NOTE: When < ! 50% [less than and not equal to fifty percent] of the non-
shipped order quantity (Fig. 21 below) has become available, the Order Line will
show that Soft Reservation (Fig. 22 below) through the reserved quantity field (Fig.
23 below) but the Order Line will NOT be automatically released (Fig. 24 below) to
the shipping warehouse (Fig. 25 below) until 50% product availability [i.e. 130
gallons / 26 pails for example below] has been reached.
Fig. 21
Fig. 25 Fig. 24 Fig. 22 Fig. 23
Backordered Order Line(s): Force to AWCS Control

• NOTE: When the non-shipped order quantity indicates Soft Reservation on the
Order Line [as referenced above], the CSR, at any time, CAN manually force the
Order Line(s) into AWCS Control.
21) Move to the Ship-to Address Window (Page 2 / Window 4 of HN0101).
22) Utilize the keyboard arrow keys to move to the specific Shipment Header Number
[Shipment to AWCS] (Fig. 26 below) where a Backorder Shipment [BOShip? field]
(Fig. 27 below) exists.
Fig. 26
Fig. 27
23) Move cursor to the BOShip? field.

24) NOTE: Press the Lightbulb [Show Choice] to view the ‘Shipping Header
Backorder Indicator’ Window (Fig. 28 below) and the options allowed for this field.
• N – Regular Shipment [default setting]; indicates that the Order and all
subsequent Order Line(s) will not Backorder.
• Y – Backorder Shipment; indicates that for Order(s) entered with Backorder
criteria, if the quantity shipped is less than the quantity requested on the Order
Line then a Backorder Shipment will be created (reference: Fig. 27 above).
• O – Overridden Backorder: indicates that when the Replenishment Rule was
NOT met [when < 50% of the backordered stock quantity becomes available],
the shipment was forced to AWCS for processing.
Fig. 28
25) At the BOShip? field, Manually change the Y [Backorder] indicator (reference: Fig.
27 above) to an O [Override Backorder], Save / Update the Order – to force the
Order Line into AWCS Control.
26) NOTE: Once in AWCS Control [released to the warehouse] (Fig. 29 below) the
order line requirements (Fig. 30 below) will be become allocated [i.e. product
mortgaged, reserved to the Order Line] (Fig. 31 below) for that customer order.
Fig. 30
Fig. 29 Fig. 31
27) NOTE: Once the reserved portion of that order requirement [i.e. Order Line forced to
AWCS] (Fig. 32 below) has SHIPPED (Fig. 33 below) from the shipping warehouse,
the BACKORDERED portion of the original order requirement [Quantity] will split
from the original Order Line and will populate on a new Order Line (Fig. 34 below).
Seq. 0 to Seq. 1].
Fig. 33 Fig. 32
Fig. 35
Fig. 36 Fig. 37 Fig. 34
ships.
– thus the Order Line is suspended [again] until stock is replenished to meet this
order requirement.
Page Down Key twice to move to the Ship-to Address Level (Page 2 / Window 4 of
HN0101).
32) NOTE: Once shipped, the CSR can now view the MULTIPLE [i.e. THREE for
current example] Shipping Header(s) that have been created based on the customer
and invoiced; denoted in the Backorder Ship field as a N [Regular Shipment]
(Fig. 39 below).
• Shipment Two (Fig. 40 below) includes those product(s) that have been forced
to AWCS Control; denoted in the Backorder Ship field as an O [Overridden
Backorder] (Fig. 41 below).
• Shipment Three (Fig. 42 below) includes those product(s) that have NOT
shipped and invoiced; denoted in the Backorder Ship field as a Y [Backorder
Shipment] (Fig. 43 below).
Fig. 38
Fig. 39
Fig. 40
Fig. 41
Fig. 42
Fig. 43
33) NOTE: Once all the non-shipped [backordered] order requirement(s) have shipped
complete, regardless of the number of sequence numbers created throughout the
cycle, the AOM Order will process and Invoice Complete [i.e. OH = from 800 to
961] – generating separate Invoice Numbers for each backordered sequence line
created.
Rules of BOShip? field

34) Backorder field modifications:
• N – No indicates that no updates can be made to that specific Shipment Header.
• Y – Yes indicates that a Backorder Shipment Header exists and can ONLY be
changed to an O[verride].
• O – Override indicates that a Backorder Shipment Header has been manually
overridden and forced to AWCS Control. An O also indicates that no updates
can be made.
Order(s) / Shipment(s) Outside the Ship Reservation Window: Force to

AWCS Control
1) In an instance that a(n) Order / Shipment, that has a Requested Ship Date that is
outside the Ship Reservation Window [i.e. current day + 2], needs to be forced to
AWCS early for some business purpose; the User will utilize the HJ027701 – SW
AWCS Force Down Routine.
• NOTE: this Routine will only allow the User to force Order(s) / Shipment(s) to
AWCS on an Order by Order / Shipment by Shipment basis [i.e. ONE at a
time].
• NOTE: the User should get into the habit of always entering both the Customer
Order Number [Page 1 / Window 1 of HN0101] and the Ship Header Sequence
Number [Page 2 / Window 2 of HN0101] when releasing [i.e. forcing] Order(s)
early to AWCS.
2) Example: Order #301388 Placed / Entered on Wednesday 08/28/02 with a Requested
Ship Date of Monday 09/16/02.
• NOTE: The Order is outside of the Ship Reservation Window and without
change(s) and/or modification(s) will automatically drop to the shipping
warehouse [i.e. 300 = Effingham, IL] on Thursday 09/12/02.
• NOTE: The InAWCS Indicator = Blank / Null [i.e. in control of the User] and
the Order Line Status = 601 [Not Reserved].
Advanced Order Entry – Shipment Outside the Ship Reservation Window: Forced to AWCS / AOM.doc 46
3) The User will run the HJ027701 – SW AWCS Force Down Routine in order to
manually force the Order / Shipment, by the Customer Order Number (Fig. 1 below)
and the Ship Header Sequence Number (Fig. 2 below) selection criterion, to AWCS
Control.
Fig. 1
Fig. 2
4) Press the Page Down Key to enter the second window on the page. Leave the default
settings, in the second window, and Press the Printer Icon to update the Database.
• NOTE: Once the database has updated, the selected Order / Shipment will be
forced to AWCS Control.
• NOTE: Once the database has updated, and the selected Order / Shipment has
been forced to AWCS Control, the Order Line(s) will consume available
inventory [i.e. product allocation will occur] and the Order Line(s) will update
from 601 = Not Reserved [InAWCS = Blank / Null] to 630 = Reservation
[InAWCS = Y].
5) NOTE: PLEASE REMEMBER – JUST BECAUSE THE ORDER HAS BEEN

RELEASED EARLY IN ORDER TO CONSUME AVAILABLE INVENTORY
[AMONG OTHER THINGS] DOES NOT MEAN THAT IT WILL NOT SHIP
EARLY.
• The User MUST make contact with the shipping warehouse to ensure that the
Order does not ship early [if that is a necessary requirement].
Order(s) / Shipment(s) Outside the Ship Reservation Window: Force to

AOM Control
6) In an instance that a(n) Order / Shipment, that has a Requested Ship Date that is
outside the Ship Reservation Window [i.e. current day + 2], needs to be forced to
AOM early for some business purpose; the User will utilize the HJ027701 – SW
AWCS Force Down Routine.
AOM on an Order by Order / Shipment by Shipment basis [i.e. ONE at a time].
• NOTE: the User should get into the habit of always entering both the Customer
Order Number [Page 1 / Window 1 of HN0101] and the Ship Header Sequence
Number [Page 2 / Window 2 of HN0101] when releasing [i.e. forcing] Order(s)
early to AWCS.
7) Example: Order #258762 Placed / Entered on Wednesday 01/24/03 with a Requested
Ship Date of Friday 02/14/02.
• NOTE: The Order is outside of the Ship Reservation Window and without
change(s) and/or modification(s) will automatically drop to the shipping
warehouse [i.e. 10 = Bedford Heights, OH] on Wednesday 02/12/03.
• NOTE: The InAWCS Indicator = Blank / Null [i.e. in control of the User] and
the Order Line Status = 601 [Not Reserved].
8) The User will run the HJ027701 – SW AWCS Force Down Routine in order to
manually force the Order / Shipment, by the Customer Order Number (Fig. 3 below)
and the Ship Header Sequence Number (Fig. 4 below) selection criterion, to AOM
Control.
9) Press the Page Down Key to enter the second window on the page. Leave the default
settings, in the second window, and Press the Printer Icon to update the Database.
• NOTE: Once the database has updated, the selected Order / Shipment will be
forced to AOM Control.
• NOTE: Once the database has updated, and the selected Order / Shipment has
been forced to AOM Control, the Order Line(s) will consume available
inventory [i.e. NON-AWCS Plant(s) will always show full reserved inventory]
and the Order Line(s) will update from 601 = Not Reserved [InAWCS = Blank /
Null] to 630 = Reservation [InAWCS = Blank / Null].
Fig. 3
Fig. 4
10) NOTE: PLEASE REMEMBER – JUST BECAUSE THE ORDER HAS BEEN
RELEASED EARLY IN ORDER TO CONSUME AVAILABLE INVENTORY
[AMONG OTHER THINGS] DOES NOT MEAN THAT IT WILL NOT SHIP
EARLY.
• The User MUST make contact with the shipping warehouse to ensure that the
Order does not ship early [if that is a necessary requirement].
11) NOTE: Shipment(s) / Order Line(s), for NON-AWCS Order(s), are not fully
reserved until the CSR initiates the release of the Shipment / Order Line(s) to the
shipping warehouse / plant location through the HJ0201 – Release to Warehouse
Routine.
Will Call Order Entry Process

1) Run HN0101.
2) Enter the Customer Number for the Store / Customer placing the Will Call Order,
Press Enter.
3) Enter the Requested Ship Date, Press the Page Down Key to move to the next
mandatory field within the Order Header.
4) Click SHOW CHOICE , Choose the appropriate Received Method for this Will
Call Order and Press the Page Down Key to move to the next mandatory field within
the Order Header.
5) NOTE: User can enter any Received Method, if they know it, without utilizing the
SHOW CHOICE option.
6) Enter the Placer/Taker for this Will Call Order, Press the Page Down Key to move
to the next mandatory field within the Order Header.
7) [IF APPLICABLE] Enter the Customer Purchase Order Number, in the correct
format, for this Will Call Order, Press the Page Down Key to move to the next
mandatory field within the Order Header.
8) Click SHOW CHOICE , Choose the appropriate Order Class for this Will Call
Order [WC = Will Call Order], Click OK.
9) NOTE: User can enter any Order Class, if they know it, without utilizing the SHOW
CHOICE option.
10) [A] Will Call Dialogue Box will appear (Fig. 1 below).
Fig. 1
11) Enter the Pick Up Date – MMDDYY [exclude any and all dashes and slashes when
entering the Pick Up Date] (Fig. 2 below), Press Enter.
12) NOTE: The Pick Up Date field is a MANDATORY ENTRY for a Will Call Order.
13) Enter the Pick Up Time – HHMI [field is entered in military time and must exclude
the colon] (Fig. 3 below), Press Enter.
14) NOTE: The Pick Up Time field is a MANDATORY ENTRY for a Will Call Order.
15) Enter the Contact Name [IF APPLICABLE] (Fig. 4 below), Press Enter.
16) Enter the Contact Phone Number [IF APPLICABLE] (Fig. 5 below), Press Enter.
Advanced Order Entry – Will Call Order Entry Process.doc 52

17) Enter any Comments: [IF APPLICABLE] (Fig. 6 below), Press Enter.
Fig. 2
Fig. 3 Fig. 4
Fig. 5
Fig. 6
18) Verify the Will Call Dialogue Box Information, Click Return.
19) NOTE: [B] Upon return to the Order Header, the “PickUp” – Pick Up Flag Indicator
field (Fig. 7 below) will AUTOMATICALLY change from “N”(o) to “Y”(es).
Fig. 7
20) Verify the Order Header Information, Press Page Down Key to move to the Line
Detail portion of HN0101 [OR use mouse to click on the Line Detail portion of
HN0101].
21) Enter the Product Number for this Will Call Order, Press Page Down Key to move
to the next mandatory Line Detail field.
22) Enter the Order Quantity, Press Enter.

23) NOTE: [C] The SCAC Code and Carrier Routing Name will default to WCAL /
Will Call when the Order Class of “WC” is chosen at the Order Header Level.
24) NOTE: The SCAC and Carrier Routing Name [WCAL / Will Call] will be populated
on each specific Order Line of that Will Call Order.
25) NOTE: The SCAC Code and Carrier Routing Name Information can be accessed
through the Right-Click of ‘Detailed Order Line’ [Shift F8] at the Line Detail Level
of each specific highlighted Order Line (Fig. 8 below).
Fig. 8
26) NOTE: Press Return to exit the Detailed Order Line.

27) Verify ALL Product Information as it pertains to that SPECIFIC Order Line before
continuing [i.e. Product Number, Order Quantity, SO – Source DSC /SH – Ship DSC,
and the Requested Ship Date].

28) [IF APPLICABLE] Press the Down Arrow Key [OR the Single Down Arrow Icon] to
enter another Product Line for this Will Call Order (as shown in Fig. 9 below).
Fig. 9
29) When ALL Product Line(s) have been entered and verified, Press the Page Down
Key to move to the Shipping Header Level of the Order [Page 2 of HN0101].
30) NOTE: [D] The Will Call Dialogue Box [from Step 10 above] will
AUTOMATICALLY change the “Text” – Shipment / Order Text field (Fig. 10
below), in the Shipping Header Level, from the default of “N”(o) to “Y”(es).
31) In order for the User to View and/or Change the Will Call Dialogue Box Text, Move
mouse and highlight the Text field, Click SHOW CHOICE (Fig. 11 below).

Fig. 10
Fig. 11
32) NOTE: The Will Call Dialogue Box Text [from Step 10 above] will
AUTOMATICALLY populate the five lines of Will Call Text in the Ship Header
Level, Shipment / Order Text Window (see above).
33) To make corrections to the five lines of Will Call Text, Highlight the line where the
adjustment is to be made [one mouse click to activate the line].
34) Once the line is activated, Move mouse and Click where the adjustment is to be made
[second mouse click to make changes] (Fig. 12 below), Press Enter to lock the change
and/or adjustment.
35) NOTE: Remember to follow the proper format for entering and/or adjusting the Pick
Up Date and Pick Up Time [from Step 10 above].
36) NOTE: The “TxtTpe” – Text Type (Fig. 13 below) will default for the type of Text
information that is entered [WC Order Class will default this Text Type].

37) Verify whether the Will Call Shipping Instruction(s) are to appear on the “Invoice”
(Fig. 14 below), “Pick List” (Fig. 15 below), “Pack List” (Fig. 16 below), or the
“Bill of Lading” (Fig. 17 below) by Clicking on each field and choosing “Y”(es) or
“N”(o).
Fig. 15 Fig. 17
Fig. 13 Fig. 14 Fig. 16
Fig. 12
38) Verify the information on the Shipping Instruction Page, Press the SAVE Icon.
39) Press Return.
40) NOTE: If NO changes and/or adjustments were made in the Shipment / Order Text
Window [Shipping Instruction Page] then saving is not necessary.
41) TEXT NOTE: Customer may have Shipment and/or Order Text attached to their
profile – meaning that when accessing the Shipment / Order Text Window, these
Special and/or Standard Shipping Instructions will populate first.
42) TEXT NOTE: If multiple Shipping Instruction Page(s) exist, Click the SINGLE
ARROWS to move through any of the existing pages or to add a new page.
43) TEXT NOTE: User will not know that Multiple Shipping Instruction Page(s) exist
unless they use the Single Arrows.

44) NOTE: [E] The “WC” Order Class will AUTOMATICALLY change the
“TermShp” – Terms of Shipment field (Fig. 18 below) from the default of 10 [PPD
– SW Pays Freight] to 30 [COL – Customer Pays Carrier] (Fig. 19 below – SHOW
CHOICE for Terms of Shipment Window).
45) NOTE: [F] The “WC” Order Class will AUTOMATICALLY change the
“MethShp” – Method of Shipment field (Fig. 20 below) from the default of Less
Than Truckload] to PU [Customer Pick Up] (Fig. 21 below – SHOW CHOICE for
Method of Shipment Window).
Fig. 18 Fig. 20
Fig. 21
Fig. 19

46) Document the Will Call Order Number.
47) SAVE the Order.
Shipping a Will Call Order by LTL

48) Prior to the Order / Shipment Invoicing process, the CSR or DSC must manually
change the “PickUp” indicator, in AOM, from Yes to No – indicating that a pick up
allowance should not be given.
49) NOTE: The PickUp field does NOT pass to AWCS.
50) NOTE: The PickUp field MUST be changed prior to Invoicing. If not, the Order /
Shipment can NOT be altered to reflect a Will Call to LTL Shipment and the
customer will receive a pick up allowance.
51) Prior to the Order / Shipment Invoicing process, the specific shipping DSC must
manually change the “SCAC” field from WCAL to the appropriate LTL Carrier
SCAC Code that will be used in Shipment – indicating that the Order / Shipment is
no longer a Will Call (pick up) Order.
52) NOTE: The SCAC field does pass to AWCS but can NOT be modified by the CSR
once the Order / Shipment is in AWCS control.
53) NOTE: The DSC will change the SCAC in AWCS – AWCS will then update the
Order through the Detailed Order Line (Right-Click on a specific Order Line) with
the adjusted SCAC Code.
54) Prior to the Order / Shipment Invoicing process, the DSC must manually change the
“TermShp” field from 30 (COL – Customer Pays Carrier) to 10 (PPD – SW Pays,
N/C to Customer) – indicating that the Order / Shipment is no longer a Will Call
(pick up) Order.
55) NOTE: The TermShp field does pass to AWCS but can NOT be modified by the
CSR once the Order / Shipment is in AWCS control.
56) NOTE: The DSC will change the TermShp in AWCS – AWCS will then update the
Order through the Ship-To Address Window (Page 2 / Window 4 of HN0101) with
the adjusted Terms of Shipment Code.

Order Entry Holds: Price / Credit
Price Hold(s) in HN0101
1) Run the HN0101 – Standard Order Routine.
2) Enter ALL Order Requirement(s) at the Order Header and Ship Header Level(s)
[Page 1 and Page 2 of HN0101].
3) Document the Order Number (Fig. 1 below).
5) NOTE: The Order Line(s) are within the Ship Reservation Window – indicating Soft
Reservation on the Order Line(s). The Order Line Status changes from 601 [Not
Reserved] to 630 [Pick Reserved] (Fig. 2 below) and the Reserved Qty. = Snapshot of
Available Inventory (Fig. 3 below).
Fig. 1
Fig. 2 Fig. 3

7) NOTE: The AOM Order then passes through the Price Check Module [First] to
ensure all Pricing is accurate. The AOM Order MUST pass the Price Check Module
prior to passing to the Credit Check Module.
8) NOTE: During the Save / Update process, the AOM Order has been placed on
Picking Hold (Fig. 4 below).
Advanced Order Entry – Order Entry Holds: Price and Credit Holds in HN0101.doc 60
9) NOTE: When Order(s) are placed on Picking Hold, the Order Line Status will revert
back to 601 [Not Reserved] (Fig. 5 below) and the Reserved Quantity will revert back
to 0.000 (Fig. 6 below).
10) NOTE: AOM will not show Soft Reservation for product(s) when the Order is
on Picking Hold (Price and/or Credit related).
11) NOTE: The Order Entry Processor is notified at Order Entry that the Order is
being placed on Picking Hold – but why (Price / Credit related)?
Fig. 4
Fig. 5 Fig. 6
12) Search / Query for the AOM Order (Fig. 1 above).

13) While at the Order Header Level (Page 1 / Window 1 of HN0101), Right-Click and
Choose ‘Hold Flags’ (Fig. 7 below).
14) NOTE: The Hold Flags Window will allow the User to view current PRICE
RELATED HOLDS (Fig 8 below) for each of the Order Line(s) on that specific
AOM Order.
Fig. 7
Fig. 8
15) To Query / Search other Price Held Order(s): Run the HN020102 – Release
Queue: Customer Routine.
16) Continued: Enter appropriate “BusUnit” – Business Unit identifier, Press Page
Down Key to enter the ‘Order on Hold Information’ Window, Enter Search Criteria
Mode.
17) Continued: Enter any portion of the following information as Search / Query
Criteria: AOM Order Number, Sell-to Customer Number, Sell-to Customer Name
[with or without the Wildcard (%)], Customer Purchase Order Number (Fig. 9
below), Requested Ship Date, and/or the AOM Hold Code Value.
18) Continued: Press Find Icon to view that / those selection(s), and subsequent AOM
Order(s), on Pricing Related Hold(s).
19) After the Order has been released from all price related holds, Search / Query for the
AOM Order (Fig. 1 above).
Fig. 9
Credit Hold(s) in HN0101

20) NOTE: When Order(s) are placed on Picking Hold, the Order Line Status will revert
back to 601 [Not Reserved] (Fig. 5 above) and the Reserved Quantity will revert back
to 0.000 (Fig. 6 above).
21) NOTE: AOM will not show Soft Reservation for product(s) when the Order is
on Picking Hold (Price and/or Credit related).
22) NOTE: The AOM Order then passes through the Credit Check Module [Second] to
ensure all Credit Limits / Terms are acceptable. The AOM Order MUST pass the
Credit Check Module prior to passing to the Shipping Warehouse.
23) While at the Order Header Level (Page 1 / Window 1 of HN0101), Right-Click and
Choose ‘Hold Flags’ (Fig. 10 below).
24) NOTE: The Hold Flags Window will allow the User to view current CREDIT
RELATED HOLDS (Fig 11 below) for each of the Order Line(s) on that specific
AOM Order.
Fig. 10
Fig. 11
25) NOTE: If the AOM Order passed through the Price Check Module and NOT the
Credit Check Module then the pop up message displayed at Order Entry (Fig. 4
above) would imply to the Credit related issue instead.
26) Click Return to Exit the ‘Hold Flags’ Window, while at the Order Header Level
(Page 1 / Window 1 of HN0101), Right-Click and Choose ‘Credit’ (Fig. 12 below).
27) NOTE: Among other fields, The Credit Window will allow the User to view current
CREDIT RELATED INFORMATION – as it relates to the Bill-to Customer for that
Order (Fig. 13 below).
28) NOTE: Among other fields, The Credit Window will allow the User to view the
Customer’s Credit Limit [as it relates to Order Entry] (Fig. 14 below) and the
Remaining Amount of Credit (Fig. 15 below) that remains for future Sales Order(s).
29) NOTE: Among other fields, the Credit Window allows the CSR to view the Credit
Manager (Fig. 16 below) accountable for this Customer.
30) NOTE: Among other fields, The Credit Window allows the CSR to view the
STATUS of that specific Credit Held Order through the ‘CreditHoldInd’ – Credit
Hold Indicator field (Fig. 17 below).
• BLANK – Order is on hold and has not been reviewed by Credit personnel.
• HOLD – Order is on hold, has been reviewed, and has been placed back on
credit hold by Credit personnel.
• RELEASED – Order was on hold, was reviewed, and was released by Credit
personnel.
Fig. 12
Fig. 13
Fig. 14
Fig. 15
Fig. 16
Fig. 17
31) To Query / Search other Credit Held Orders by Credit Manager: Run the
HN0813 – Credit Held Customer Orders Routine.
32) Continued: Enter the Customer’s specific Credit Manager ID (from Fig. 17 above),
Press the Page Down Key, Highlight the Order (Fig. 18 below).
Fig. 18
33) NOTE: The CSR can Right-Click and Choose ‘Payment Profile’ (Fig. 19 below)
and/or ‘Hold Flags’ (Fig. 20 below) to view other Credit related information as it
applies to this specific Order and Customer [Bill-to].
Fig. 19
Fig. 20
34) To Query / Search other Credit Held Order(s): Run HN0813 [Credit Held
Customer Orders].
35) Continued: Enter appropriate “A/R Group” – Accounts Receivable Group
identifier.
36) Continued: At the “CredMgr” – Credit Manager field, Press the Delete Key on the
Keyboard, Press the Page Down Key to move into the ‘Info on Manually Held
Orders’ Window to view ALL POSTS [all Orders on Credit Hold] (Fig. 21 below).
Fig. 21
37) Continued: Enter Search Criteria Mode.

38) Continued: Enter any portion of the following information as Search / Query
Criteria: AOM Order Number, Bill-to Customer Number, Bill-to Customer Name
[with or without Wildcard (%)], Sell-to Customer Number (Fig. 22 below), and/or the
Sell-to Customer Name [with or without the Wildcard (%)].
39) Continued: Press Find Icon to view that / those selection(s), and subsequent AOM
Order(s), on Credit Related Hold(s).
40) NOTE: Once the Order has been released from Credit Hold, the Order will drop to
AWCS Control (Fig. 23 below) for shipment processing – Soft Reservation (Fig. 2
and 3 above) will become Allocation (Fig. 24 below).
Fig. 22
Fig. 23 Fig. 24
Fig. 25
41) NOTE: When the CSR Right-Clicks and Chooses ‘Credit’ on the Order Header
Level, they can view the Credit Hold Indicator field change from Blank or H [Hold]
for Credit Hold(s) to a R [Released] (Fig. 25 above).
42) NOTE: Once the Order has been Released from Credit Hold and dropped to the
Shipping Warehouse, the CSR can move to the Ship-to Address Window [Page 2 /
Window 4] to view the Date and Time that the AOM Order dropped to AWCS
Control (Fig. 26 below).
Fig. 26
43) NOTE: For Price Hold(s) – if one Order Line on the Shipment is held due to Price
related issue(s) = then the whole Shipment and ALL Order Line(s) on that Shipment
are placed on HOLD until the Price issue has been resolved / approved and released
from hold. ALL Order(s) / Shipment(s) when SAVED, with Price related issues,
will go on Picking Hold at Order Entry [CSR will see visible notification on all
Price Issue(s)].
44) NOTE: For Credit Hold(s) – if one Order Line on the Shipment is held due to Credit
related issue(s) = then the whole Shipment and ALL Order Line(s) on the Shipment
are placed on HOLD until the Credit issue has been resolved / approved and released
from hold. Some (but NOT ALL) Order(s) / Shipment(s) when SAVED, with
Credit related issues, will go on Picking Hold at Order Entry [CSR will see
visible notification on SOME Credit Issue(s)].
Order Entry Holds

“Other” Hold(s) in HN0101
• NOTE: Aside from Price (090, 092, and 093) and Credit (010, 012, 014, 015, 016,
017, 050, 051, and 100) related Order Hold(s) [see below for definition(s)], other
Order Header and/or Order Line Hold(s) exist that may stop the Order and/or Order
Line from being processed [i.e. released to AWCS].
Price Hold(s) [whole Order is held]:
a) 090 – Manual Price-Approval Needed (Order approval / release through the
Pricing Department ONLY) [viewable @ Order Entry]
b) 092 – Price List Hold [viewable @ Order Entry SAVE]
c) 093 – Manual Price Hold [viewable @ Order Entry SAVE]
Credit Hold(s) [whole Order is held]:
a) 010 – Auto Credit Hold; LIMIT
b) 012 – Credit Profile [viewable @ Order Entry SAVE]
c) 014 – Advance Payment [viewable @ Order Entry SAVE]
d) 015 – Credit Check date Passed
e) 016 – Last Invoice Date
f) 017 – Auto Credit Hold; RISK
g) 050 – Terms of Payment [viewable @ Order Entry SAVE]
h) 051 – Terms of Payment; PROMO [viewable @ Order Entry SAVE]
i) 100 – Approval Required [viewable @ Order Entry SAVE]
1) The Duplicate Purchase Order Number Hold (030) occurs and/or can be utilized
when a Customer(s) [i.e. for a specific Sell-to Customer] Purchase Order Number is
used, for manually entered order(s), more than once (as shown through the example
below). If the Duplicate Purchase Order Number Hold is activated than the Order
and all Order Line(s) are placed on Hold.
The User is alerted, after entry

through the CustPO field, that
a Duplicate Purchase Order
Number exists. The User is
also alerted to the other Order
that has the identical PO.
Advanced Order Entry – Order Entry Holds: Other Holds in HN0101.doc 71

Mark on Hold – Yes or No? The

User must then take an action
regarding the Duplicate PO
Number. If No is selected than the
User accepts the duplicate. If Yes is
selected than the Order is placed on
Hold pending further action.
If Yes is selected [from above] than

the Order is placed on Hold pending
further action. The User must
either void the Order (or) release
and accept the duplicateOrder
through the HN020102 Routine.
2) The Manual Order Hold (300), similar to the 600 – Resting Order Hold, occurs
and/or can be utilized through the Order Header, Right-Click, Hold Flags, option.
The User enters a 300 in the VAL – Order Hold Value field and saves the entry to
manually place the Order and all Order Line(s) on the Manual Order Hold (as shown
through the example below).

• NOTE: When performing the Order Copy feature, as discussed through the
Rapid Order Entry / Order Copy script, the Order and all Order Line(s) are
inserted into HN0101 in a 300 Order Hold [the OH = 630 and the OL(s) = 601].
To release the Order, and all Order

Line(s), from the Manual Order
Hold the User must release the
Order through the HN020102
Routine.
3) The Hold at Warehouse, see HA0110 Hold (070) occurs when one of four possible
Product Hold(s) is/are encountered on a specific Order Line; Product Phased Out /
Unforcasted, Product Stop Sale, Product Technical Hold, and/or Product
Discontinued at Warehouse.
• Since these Hold(s) are Product and/or Order Line specific the User is alerted as
to which of the Product Hold(s) is/are encountered prior to that specific Order
Line being placed on Hold. The remaining Order Line(s), if accepted [i.e. no
other Hold(s) are applied], are released to AWCS when the Order is Saved.

a) When a Product Technical Hold (02) is encountered, as it relates to a specific
Product / Order Line, the User is alerted immediately (as shown below).
b) When the Order is Saved, the User is again alerted that the Order has Picking
Held Order Line(s) [due to Product(s) with a Technical Hold].
c) When the Order is recalled through the Search/Find process, those Order Line(s)
with Product Technical Hold(s) are not released to AWCS for Order processing
and must now be released through the HN020101 Routine (as shown below)
Order Line(s) with no error(s) and/or

hold(s) are released to AWCS for
Order processing. The Order Line(s)
with Warehouse Hold(s) must be
voided or released manually.

d) When a Product Phased Out / Unforcasted Hold (00) is encountered, as it
relates to a specific Product / Order Line, the User is alerted immediately (as
shown below).
e) When the Order is Saved, the User is again alerted that the Order has Picking
Held Order Line(s) [due to Product(s) with a Phased Out / Unforcasted Hold.
f) When the Order is recalled through the Search/Find process, those Order Line(s)
with Product Phased Out / Unforcasted Hold(s) are not released to AWCS for
Order processing and must now be released through the HN020101 Routine (as
shown below)


g) When a Stop Sale Hold (01) is encountered, as it relates to a specific Product /
Order Line, the User is alerted immediately (as shown below).
h) When the Order is Saved, the User is again alerted that the Order has Picking
Held Order Line(s) [due to Product(s) with a Stop Sale Hold].
i) When the Order is recalled through the Search/Find process, those Order Line(s)
with Product Stop Sale Hold(s) are not released to AWCS for Order processing
and must now be released through the HN020101 Routine (as shown below)


j) When a Product Discontinued at Warehouse Hold (03) is encountered, as it
relates to a specific Product / Order Line, the User is alerted immediately (as
shown below).
k) When the Order is Saved, the User is again alerted that the Order has Picking
Held Order Line(s) [due to Product(s) with a Discontinued at Warehouse Hold].
l) When the Order is recalled through the Search/Find process, those Order Line(s)
with Product Discontinued at Warehouse Hold(s) are not released to AWCS for
Order processing and must now be released through the HN020101 Routine (as
shown below)


4) The Max Order Weight / Volume [and/or Quantity] Exceeded Hold (070) occurs
when a Customer(s) Order, at the Order Line level, has reached truckload capacity in
any one and/or combination of the following attributes: Weight, Volume [i.e.
Gallon(s)], and/or Quantity [i.e. Piece(s)].
• The User has the option to place the Order and all Order Line(s) on Hold
pending further action (as shown through the following example).
• NOTE: Should the User NOT place the Order on Hold and NOT follow the
proper procedure(s) for creating multiple shipment(s) on an Order [based on the
error message(s)] – the Order can possibly process incorrectly.
The Order Line that causes the issue

and/or pending Hold to occur [i.e. the
Maximum Order Weight, Volume, and/or
Quantity has been Exceeded] will cause
AOM to immediately alert the User.
(1) The User is notified of the exceeded

limit attribute, (2) is shown the current
value for that attribute, (3) is reminded of
the allowable value for that attribute, and
(4) is shown the discrepancy between the
current and the allowable value for that
attribute.

Mark on Hold – Yes or No? The User must

then take an action regarding the Maximum
Order “Weight” Exceeded. If No is selected
than the User accepts the exceeded attribute
and will hopefully make the necessary
correction(s) [i.e. create an additional
shipment]. If Yes is selected than the Order is
placed on Hold pending further action.
If Yes is selected, and the

Order is saved, than the
Order is placed on Hold
pending further action.
The Order and all Order Line(s), if

and/or when the Maximum Order
Exceeded attribute is selected, will be
placed in Hold. The Order will need
released through the HN020102
Routine and then corrected.

5) The Manual Order Line Hold (310) occurs and/or can be utilized through the Order
Line, Right-Click, Hold Flags, option. The User enters a 310 in the VAL – Order
Line Value field and saves the entry to manually place the/that specific Order Line(s)
on the Manual Order Line Hold (as shown through the example below).
To release the specific Order

Line(s), from the Manual Order
Line Hold, the User must release the
Order Line through the HN020102
Routine.

6) The Product on Purchase Hold [GLOBAL – see HA0101] occurs when product is
attempted to be ordered / purchased that is currently To be Discontinued [Phase 2] or
Discontinued [Phase 3] through the HA0101 – Global Product Profile Routine.
• NOTE: The first time that the product is attempted to be ordered, after going
Phase 2 / 3 through the HA0101 Routine, the User will encounter the pop-
message below and will be allowed to SAVE the Order regardless of whether
the product in question has inventory. The first instance creates the future
product HOLD.
• NOTE: The second [and further] time that the product is attempted to be
ordered, after going Phase 2 / 3 through the HA0101 Routine, the User will
encounter either a Phased Out / Unforcasted or a Discontinued at DSC
message [letters d or j above] followed by the ‘Product on Purchase Hold’
message. The Order WILL then go on Hold.
• If inventory does exist – the User can release the Order Line, to the
shipping warehouse through the HN020101 – Release Queue: warehouse
Routine.
• If inventory does NOT exist – the User should manually void the Order
Line in HN0101.

7) Scenario(s) / Example(s) of SW Restriction(s) that do NOT allow entry of
product(s) at Order Entry within the HN0101 Routine.
• NOTE: Product can NOT be entered until authorized / approved and released
on an exception basis through the HA0518 – Exception / Product Restrictions
Routine.
a) Product on Sales Hold – Customer can not order product due to Product and Brand
authorization issue(s). In this example = a Dealer Customer can NOT order a SW
Stores product.

b) Product on Sales Hold – Customer can not order product due to Product
regulatory issue(s). In this example = a Dealer Customer can NOT order a non-
VOC compliant product.

c) Product on Sales Hold – Customer can not order product due to Product J-29
issue(s). In this example = a SW Store Customer [i.e. #1972] can NOT order
product that is reserved / authorized for another SW Store Customer.

d) Product on Sales Hold – Customer can not order product due to Product within
Brand issue(s). In this example = a Dealer Customer can NOT order certain
product within the Brand due to authorization issue(s).

SW Star Dating Utilizing AOM Departure Logic

Set-Up and Inquiry
4) The HJ0806 – Dispatch Route Routine.
5) This establishes the Transit / Transport Time (Fig. 1 below)[i.e. Lead-Time] by
Destination Area (Fig. 2 below). The field controls the Departure with which the
freight is to be shipped.
6) NOTE: The settings are 0D% 1D%, 2D%, etc… where the % = the AOM Sell-to
Customer Number. The Destination Area(s) are set this way because they must be
unique in order to accommodate temporary [i.e. holiday] Star-Date changes.
7) NOTE: 0D = 0 day transit, 1D = 1 day transit, 2D = 2 day transit, etc…
Fig. 2 Fig. 1
Route stop, sequence Destination area = Code Transport time =

number = Number for the that specifies the (DDHHMM) Transportation
dispatch route to be entered destination region for time, indicated in days, hours
or changed. customer / shipping and minutes (DDHHMM).
address. The field controls The time is specified per
the departure with which departure in routine HJ0805.
the freight is to be shipped.
Advanced Order Entry – AOM Routines: SW Star Dating Utilizing AOM Departurtes.doc 86
8) The HA0502 – Sell-to Customer Routine (right-click) Business Data [F6].

9) The Destination Area (Fig. 3 below) is set, on the Sell-to Customer Number, in the
HA0502 Routine. The Destination Area is populated per the rule above: the transit
days [i.e. #D] followed by the Sell-to Customer Number (as shown below).
Fig. 3
Destination area = Code

that specifies the
destination region for
customer/shipping address.
The field controls the
departure with which the
freight is to be shipped.
10) The HJ0805 – Departures Routine.

11) This Routine sets the Method of Shipment (Fig 4 below) for each day of the week
(Fig. 5 below) and for each Warehouse (Fig. 6 below) [i.e. Distribution Center]
combination.
12) NOTE: The Routine connects the Dispatch Routes (Fig. 7 below) from the HJ0806
– Dispatch Route Routine to the Departure (Fig. 8 below).
13) NOTE: The Routine also establishes the Stop Time for Orders / Departure Time
[cut-off time(s)] (Fig. 9 below) by Departure by Warehouse [i.e. Distribution Center]
combination.
Fig. 8 Fig. 6 Fig. 7 Fig. 9
Fig. 5
Fig. 4
Week Day Number = The Stop Time for Orders = After
week day (1 - 7) that the stop time no picking ticket
departure shows. 1 = Monday, generation for the departure
2= Tuesday, and so on. can be done.
Departure = Departures are set up

per warehouse and method of
shipment. Sell-to customers are
indirectly connected to a departure
via a destination area, which is set up Method of Shipment = Code for Transportation Time =
in routine HA0502, Sell-to Customer. method of shipment which controls Transportation time, indicated
The destination area is connected to a picking and shipping for customer/ in days, hours and minutes
dispatch route in HJ0806, Dispatch purchase order. The method of (DDHHMM). The time is
Routes. The dispatch route, in its shipment is shown in text form and specified per departure in
turn, is connected to a departure in can be changed on order entry. routine HJ0805.
routine HJ0805, Departures.
Established Departure(s)
for SW Store 1920.
Established Departure for

Dealer: Hirshfields 1015573.

HC/NA: Sears 1023297.
14) The HA0502 – Sell-to Customer Routine (right-click) Warehouse Data [F7].
15) The Routine connects the Departure to the Sell-to Customer Number.
16) NOTE: Each Method of Shipment (Fig 10 below), set-up in the HJ0805 –
Departures Routine, that is valid for the Sell-to Customer Number, with a Terms of
Delivery [i.e. prepaid = 10] (Fig. 11 below) and Lead-Time (Fig. 12 below) are
entered accordingly.
17) The HA0502 – Sell-to Customer Routine (right-click) Warehouse Data [F7] (right-
click) Standard Method of Shipment [F6].
18) NOTE: Each Order Class (Fig. 13 below) is assigned a Method of Shipment (Fig.
14 below) – if an Order Class is not added, it won’t get a Departure.
Delivery Lead Time

to Customer =
Transportation time to
customer in work days.
Method of Shipment = Code for method of

shipment which controls picking and shipping for Terms of Shipment = Code for terms of shipment
customer/purchase order. The method of shipment is for a customer/purchase order. The code controls
shown in text form and can be changed on order whether the customer should pay freight charge. The
entry. terms of shipment can be changed on order entry.
Customer Order Class = Customer order class is a

classification of customer orders. This classification
applies to an entire order. A customer order class
may be for orders that must be handled faster within Established Departure(s)
the warehouse. In some entry routines you can enter for SW Store 1920.
an asterisk (*) to indicate all customer order classes
within a legal entity.
Fig. 10 Fig. 11 Fig. 12
Fig. 13 Fig. 14

Dealer: Hirshfields 1015573.

HC/NA: Sears 1023297.
Lead Times
• S-W Stores = Default to 1 day
• Sears = Default to 0 days
• Same-Day = Routing Guide lead-time manually set as Departure lead-time in the
HA0502 – Sell-to Customer Routine, and each Destination Area corresponding (i.e.
1D%),
19) Departure(s) are not linked to the Routing Guide. If the Routing Guide lead-time
changes, the Departure will not update. This is not a concern per the Transportation
Group; the carriers change but not the transit time.
Miscellaneous Departure Information

20) Departures set for Standard Warehouse in HA0502 for the following Order Classes:
• S-W Stores = ST [Star Order] and PR [Promotional Order]
• Sears: RE [Regular / Replenishment Order] and PR [Promotional Order]
• Same Day = SD [Same Day Order]
21) CZ Alternate Warehouses – only have Departure(s) set for S-W Puerto Rico Stores,
and for TX / LA SW Store(s) that ship from 0J [400] / 0G [320] for Order Classes ST
[Star Order] and PR [Promotional Order].
22) Alternate Warehouses in HA0523 [S-W Stores only]. Lead-time(s) will be
established from the shipping profile for LT for any Order Class, which is updated
from the Routing Guide. They do not use Departures; warehouse only has shipping
profile for the LT method of shipment.
23) Alternate Ship-to(s) – the Receipt Date will follow lead-time for the sell-to address.
There is not a Shipping Profile for an alternate ship-to in HA0503 or manually added,
so no lead-time can be calculated.
Star Wars Table Maintenance – HA057704

24) Enter Y in corresponding Store punch day. If Friday = Y, make Saturday Y also
(because Stores can punch on Saturday, too, and that actual punch date is populated
in AOM.
25) This does not drive departures or the dating of orders, but is used to validate for
correct punch dates as a Star order comes in to AOM. Incorrect dates will error out to
ZE2021.
Temporary Star Dating Maintenance – HJ087701

26) Allows date change for events. Can also be used for changes of set-up.
Sear Star Schedule Day – HA0502

27) Sears loads the departure number into the Schedule Day field. This is used for
reporting a look-up only. This field is not used in departure logic.
Overriding the Departure [i.e. Star Date] on an Order

2) Enter the Customer Number.
3) NOTE: Departures set for the Standard Warehouse, in the HA0502 – Sell-to
Customer Routine, for the following Customer / Order Class combination(s): SW
Stores = ST / PR, Sears = RE / PR, and Dealer = SD.
4) NOTE: For Dealer / Same Day Customer(s) – if after the cut-off time, the next
business date will appear in the ReqShpDt field (Fig. 1 below). Current example –
since this Order was entered at 11:00 AM – it is a same day requested ship date but
assume that it is after cut-off and approval was received by the shipping warehouse to
drop and ship same day.
5) NOTE: For Dealer / Same Day Customer(s) – the Order Class [Fig. 2] is
automatically filled in– letting the User know that Departure Logic is in effect.
Fig. 1
Fig. 2
6) In the Requested Ship Date field – enter the desired Ship Date.
7) Enter the remaining Order Header information (as shown below).
Advanced Order Entry – Overriding a Departure on an Order.doc 96

8) Right-Click and choose ‘Order header / Ship-to address [OR Shift + F9]’ to access
the second page of the Order [prior to entering any product].
9) Place the cursor in the “MethShp” – Method of Shipment field (Fig. 3 below).
Fig. 3

10) Change the Method of Shipment from the default [of ‘70’ in this example] to ‘LT’ –
Less than Truckload.
11) A pop-up box (as shown below) will ask the User to retain the Terms of Shipment
from the Customer(s) shipping profile – choose ‘YES’
12) Another pop-up box (as shown below) will ask the User to replace the requested date
of the Order with the next departure – choose ‘NO’
13) NOTE: The original Method of Shipment [i.e. 70] has now been replaced with ‘LT’
(Fig. 4 below), the original Departure [i.e. 70] has been replaced with ‘0’ (Fig. 5
below), the original Week Day Number [i.e. 5] has been replaced with ‘0’ (Fig. 6
below), and the Stop Date, and Arrival Date field(s) have been updated to ‘blank’.
Fig. 4
Fig. 5
Fig. 6

14) Press the Page up key twice and the Page down key once to access the Line Detail
window in order to enter the products for this Order.

Logic for Sears Order(s)

SUN MON TUES WED THURS FRI SAT
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15
1) Sears PR Order(s) [i.e. Sears Promotional Order(s)] via EDI – When the Requested
Ship Date sent in is NOT in the same week as today:
Using the sample calendar above:

If today is: and the then follow this logic:
Requested
Ship Date
is:
MON 1 – SAT 6 SUN 7 Set MON 8 as basis. From MON 8, go back 2 days, then
forward 2 days to assign Departure – honoring cut-off
times.
MON 1 – SAT 6 MON 8 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 TUES 9 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 WED 10 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 THURS 11 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 FRI 12 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 SAT 13 Set MON 8 as basis. From MON 8, go back 2 days, then
times.
MON 1 – SAT 6 SUN 14 Go forward to MON 15. From MON 15, go back 2 days,
then forward to assign Departure – honoring cut-off
times.
Advanced Order Entry – Business Process_Departure Logic for Sears and SW Store Order(s).doc 100
2) Sears PR Order(s) [i.e. Sears Promotional Order(s)] via EDI – When the Requested
Ship Date sent in is in the same week as today:
Using the sample calendar above:

If today is: and the then follow this logic:
Requested
Ship Date
is:
MON 1 MON 1 – Find first available Departure from today – honoring cut-
SAT 6 off times.
MON 1 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
times [uses MON logic].
TUES 2 TUES 2 – Find first available Departure from today – honoring cut-
SAT 6 off times.
TUES 2 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
WED 3 WED 3 – Find first available Departure from today – honoring cut-
SAT 6 off times.
WED 3 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
THURS 4 THURS 4 – Find first available Departure from today – honoring cut-
SAT 6 off times.
THURS 4 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
FRI 5 FRI 5 – Find first available Departure from today – honoring cut-
SAT 6 off times.
FRI 5 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
SAT 6 SAT 6 – Find first available Departure from today – honoring cut-
SAT 6 off times.
SAT 6 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
SUN 7 SUN 7 Go forward to MON 8. From MON 8, go back 2 days, then
3) Manual Entry of Sears PR [i.e. Promotional] Order(s):

• General business practice is to enter the correct date the Sears Store ships on.
• If no ship date is entered, AOM will find the first available Departure day –
honoring cut-off times.
• If a Departure day is entered, AOM will keep it as long as cut-off times can be
honored.
• If a non-Departure day is entered, AOM will first look backwards 2 days, and
then forward 2 days from the date that is entered onto the Order Header in order
to assign the first valid Departure it finds – honoring cut-off times.
4) Manual Entry of Sears RE [i.e. Regular / Replenishment] Order(s):

• General business practice is to enter the correct date the Sears Store ships on.
• If no ship date is entered, AOM will find the first available Departure day –
• If a Departure day is entered, AOM will keep it as long as cut-off times can be
honored.
• If a non-Departure day is entered, AOM will look forward until a valid day is
found.
SW Store(s) Overview of Departure Logic

1) Stores ST Order(s) [i.e. Star Replenishment Order(s)] via EDI:
• Only ST Order(s) sent in via EDI are validated against the Star Wars Table [i.e.
the HA057704 – Star Wars Table Maintenance Routine].
• Stores EDI Order(s) never have a Requested Ship Date on them.
• When a ST Order is sent in on a valid punch day, the Order will be created with
the first available departure day – honoring cut-off times.
• If an Order is NOT sent in on a valid punch date, the Order will error out in the
ZE2021 – EDI 850 Error Correction Routine.
2) Stores ST Order(s) [i.e. Star Replenishment Order(s)] via Manual Order Entry:
• Manually entered Order(s) are NOT validated against the Star Wars Table [i.e.
the HA057704 – Star Wars Table Maintenance Routine].
• If no date is entered, AOM will assign the first available departure day –
• If a valid Requested Ship Day for a Customer is entered that is in the future,
AOM will keep this date.
• If a Requested Ship Date in the future is entered, that is NOT a valid ship day,
AOM will look forward to find the first available departure day after the date the
User entered, and assign that date as the Requested Ship Date.
3) Stores PR Order(s) [i.e. Promotional Order(s)] via EDI:

• Promotional Order(s) [i.e. PR Order(s)] are NOT validated against the Star Wars
Table [i.e. the HA057704 – Star Wars Table Maintenance Routine].
• The Requested Ship Date sent in is essentially the last available ship date.
• AOM will use the date sent in and assign this date to Customer(s) who ship on
that day, and then move forward to assign departure days.
• If not all days can be assigned, then AOM will start looking forward past the
Requested Ship Date sent in with the purpose of assigning departure days for all
Customer(s) who should get the promotion.
4) Stores PR Order(s) [i.e. Promotional Order(s)] via Manual Order Entry:

• Promotional Order(s) [i.e. PR Order(s)] are NOT validated against the Star Wars
Table [i.e. the HA057704 – Star Wars Table Maintenance Routine].
• If no date is entered, AOM will assign the first available departure day –
• If a valid Requested Ship Day for a Customer is entered that is in the future,
AOM will keep this date.
• If a Requested Ship Date in the future is entered, that is NOT a valid departure
day for that Customer, AOM will work backwards from the date entered and
assign the first valid departure day it finds as the Requested Ship Date.
Basic Price in HN0101
• Pricing in AOM can occur at both the Order Header and the Line Detail Level(s) in
the form of various discounts and promotions.
• It is important to note that pricing in AOM is by Customer vs. the Brand Code /
Customer relationship that exists in CSS.
• This Customer Pricing in AOM requires the User to understand both the Order
Header as well as the Line Detail [Line Item] Pricing.
Order Header Level / Pricing Fields

• The Order Header in HN0101 references the following Pricing Information:
1) “PrcLst” (Fig. 1 below) – default Price List that is set up for the Customer and may
not be relevant to the products requested on this Order.
2) NOTE: Every product for the Customer must have a price list or the Order will be
put on price hold [reference: Order Entry Holds for further clarification].
3) “PickUp” (Fig. 2 below) – Pick Up Allowance flag, relates to Will Call shipments.
This Y/N field is activated [Y]es for WC Order(s) and is only relevant if the customer
is eligible for this type of discount.
Fig. 1 Fig. 2
4) Right-Click at the Order Header Level, Choose ‘Pricing’ to view the Pricing
Information Window (Fig. 3 below).
Advanced Order Entry – Basic Price in HN0101 / Order Header and Line Detail Pricing.doc 105
Fig. 3
Order Header Level / Pricing Information Window and Fields

• The Pricing Information Window [Pricing Right-Click off the Order Header Level]
references the following Pricing Information:
• NOTE: There are many fields within the Pricing Information Window,
however, the following items are the most important to discuss at this time.
5) “TermsofPayment” (Fig. 4 below) – Payment Terms for the entire Order. The
Terms of Payment may be different at the Line Level [for each specific product]
based on a promotion.
6) “PromotionID” (Fig. 5 below) - Promotion Identification applied to the Order. This
is only for Manual [the Promotion ID is entered in this field] promotions, automatic
[the field will already be populated with the Promotion Number] are shown at the line
item only.
7) “LumpSumDiscount” (Fig. 6 below) – If a customer is eligible for a Lump Sum
Discount it will show up in this field.
8) “PriceEffDate” (Fig. 7 below) – the Price Effective Date is initially populated with
the customer order date [Page 2 / Window 1 of HN0101] and is used to calculate
discounts and promotions.
9) NOTE: If the Price Effective Date must be changed, it is done in this field and can
not be done at the Line Level [for each specific product].
10) “OrderQuantity” (Fig. 8 below) – the Order Quantity equals the total order piece
count for the Order.
11) NOTE: If there are multiple shipments on an Order, the Order Quantity field
represents the sum of ALL of the shipments.
12) “OrderWeight” (Fig. 9 below) – the Order Weight equals the total weight of the
Order.
13) NOTE: If there are multiple shipments on an Order, the Order Weight field
represents the grand total of ALL the shipments.
14) “OrderTotal” (Fig. 10 below) – the Order Total is the ESTIMATED total price of
the order. Extreme caution must be taken with this figure.
15) NOTE: The Order Total field should NOT be used to verify a Customer’s Price on
the Order because rounding and additional discounts may effect this number.
16) NOTE: Dave Kinnan & the Pricing Group will submit a policy on use of this figure.
17) “OrderGrossAmt” (Fig. 11 below) – the Order Gross Amount [NOT that important
– reviewed to reduce confusion] represents the total amount of the Order if the default
product price was utilized.
18) NOTE: As noted earlier, the use of the Order Gross Amount [the default product
price], will never happen since the Order will be placed on Price Hold if there is not a
Customer Price List for the product.
Fig. 7
Fig. 4
Fig. 5
Fig. 8
Fig. 9
Fig. 6
Fig. 10
Fig. 11
Line Detail Level / Pricing Fields
• As stated previously, we now price by Customer and no longer need an additional
Price List by Brand by Customer.
• NOTE: Pricing by Customer does reduce the amount of Price Lists;
HOWEVER, it now makes understanding the pricing by the Line Detail Level
important since you could conceivably have a different Brand(s) on different
Order Line(s).
• The Line Detail in HN0101 references the following Pricing Information:
19) “Price” (Fig. 12 below) – the Price field represents the Customer’s Per Unit Price for
the line based on the Price List plus applicable promotions but before other discounts
such as truckload, pick-up allowance, and buying group.
20) “TotDisc/C” (Fig. 13 below) – the Total Discount indicates the amount of
discount(s) applied to the specific Order Line.
21) “LineTotal” (Fig. 14 below) – the Line Total represents the Price for that specific
Order Line. This can NOT be compared to the Customer’s Price until the Order is
saved and reviewed.
Fig. 12
Fig. 13
Fig. 14
22) Right-Click at the Line Detail Level, Choose ‘Price’ to view the Price Window (Fig.
15 below).
Fig. 15
Line Detail Level / Price Window and Fields

• The Price Window [Price Right-Click off the Line Detail Level] references the
following Pricing Information:
• NOTE: There are many fields within the Price Window, however, the following
items are the most important to discuss at this time.
23) “PriceType” (Fig.16 below) – the Price Type field is generally not used, however, if
there is a “M” or Manual indicator in the field, the Order and Order Line will be held
and the Pricing Department must be contacted.
24) “PromoID” (Fig. 17 below) – the Promotion Identification that is applied to the
specific Order Line [Line Item]. If a Promotion is applied to the Order (Fig. 5
above), and the Order Line qualifies, this field is populated with the Promotion ID.
25) NOTE: The line level promotions reflect the automatic promotions only, Manual
promotions can not applied at the line item at this time.
26) “GrossPrice” (Fig. 18 below) – the Gross Price field is generally the same as the
Price List [Fig. 19 below]. The only time there could be a discrepancy is if the
Customer has Column Pricing, which is rare with CSS Customer(s).
27) NOTE: If your group uses Column Pricing, please contact the Pricing Group for
clarification.
28) “PrcLstPrice” (Fig. 19 below) – the Price List Price field is the actual Price List for
that specific Order Line.
29) “Allowance” (Fig. 20 below) – the Allowance field is the discount percent (D/C%
column) and the per unit discount amount (Disc/Charge column) from the Price List
(Fig. 19 below).
30) “SalesPrice” (Fig. 21 below) – the Sales Price field represents the per unit price for
the Order Line before the other discounts [Reference: Fig. 12 above on the Order
Line].
31) “Pick-UpAllowance” (Fig. 22 below) – the Pick-Up Allowance field is the discount
percent [D/C% column] and the per unit discount amount [Disc/Charge column] for
this discount. This is generally a 2% allowance.
32) “Truck-Load” (Fig. 23 below) – the Truck-Load field is the discount percent (D/C%
column) and the per unit discount amount [Disc/Charge column] for this discount.
33) “Buying-Group” (Fig. 24 below) – the Buying Group field is the discount percent
[D/C% column] and the per unit discount amount [Disc/Charge column] for this
discount.
34) “Net/Unit” (Fig. 25 below) – the Net / Unit field is the total of the per unit discount
amount [Disc/Charge] plus the new per unit price based on the sales price less other
discounts [Price USD column].
35) “Tot” (Fig. 26 below) – the Total field represents the total extended amount [price *
quantity] based on the Gross Price List [column 1], the Accumulated Discount
Percent [column 2 – this is calculated based on column 1 / column 4], the Total
Discount Dollars applied to the Order Line [column 3], and the Price of the Order
Line [column 4 – this the same number in Fig. 14 above).
36) “TermPay” (Fig. 27 below) – the Terms of Payment field indicates the Payment
Term(s) on that specific Order Line [Line Item].
37) “PrcEffDt” (Fig. 28 below) – the Price Effective Date field for the Order Line [Line
Item] is utilized for the calculation of discounts and promotions (Reference: Fig. 7
above on the Order Header Right-Click).
38) NOTE: the Price Effective Date can NOT be altered in this field at the Order Line
Level.
Fig. 28
Fig. 16 Fig. 27
Fig. 17
Fig. 18
Fig. 19
Fig. 20
Fig. 21
Fig. 22
Fig. 23
Fig. 24
Fig. 25
Fig. 26
• Screen Print above is larger than actual Price Window
Vendor / Billing Order Entry

∗ The following training script addresses the Vendor Drop-Ship and the
Vendor Billing-Only scenario(s) – through the use of the VB Order Class:
2) Enter the “CustNo” – Customer Number (Fig. 1 below) for that Customer placing the
Vendor / Billing Order, Press Enter.
3) NOTE: After the Customer Number is entered defaulted Customer information will
populate for that specific Customer; including the “Whs” – the Customer(s) primary
shipping Warehouse (Fig. 2 below) and the “SalesMgr” – the primary Sales
Territory for this account (Fig. 3 below).
4) HN0101 NOTE: After the Customer Number is entered the “OrdSta” – Order Status
(Fig. 4 below) = 630 [Active Order].
5) Enter the “ReqShpDt” – Requested Ship Date (Fig. 5 below) for that Order, Press
Page Down Key to move to the next mandatory field.
6) NOTE: The Requested Ship Date will automatically default to the NEXT
BUSINESS DAY [Current Day + 1] but Business Rules may override that
functionality.
7) NOTE: The “RqDelDt” – Requested Delivery Date will default to the calculated
delivery date based on the LTL Routing Guide. If the Ship and/or Delivery Date(s)
need to be changed, tab to them and input the required date. Changing one date will
effect the other based on the Routing Guide.
8) Click Show Choice , Choose the appropriate “RcvMeth” – Receive Method
(Fig. 7 below) for that Vendor / Billing Order, Click OK, Press Page Down Key to
move to the next mandatory field.
9) NOTE: The User can enter any Receive Method, if they know it, without utilizing
the Show Choice option.
10) Enter the “PLC/TKR” – Name of person who placed the Order, forward slash, and
the initials of person taking the Order (Fig. 8 below), Press Page Down Key to move
to the next mandatory field.
11) NOTE: The User must make sure that the field is entered IN ALL CAPS.
12) Enter the “CustPO” – Customer Purchase Order Number (Fig. 9 below) in the
applicable format, Press Page Down Key to move to the next mandatory field.
13) Click Show Choice , Choose the appropriate “OrderClass” – Order Class (Fig.
10 below) for this Order [VB – Vendor / Billing], Click OK, Press Enter to move to
the Warehouse field.
Advanced Order Entry – Vendor / Billing Order Processing.doc 112

Fig. 1 Fig. 5 Fig. 2 Fig. 3 Fig. 4
14) Override the Whs field [i.e. 300 – Effingham, IL] (Fig. 2 above / Fig. 11 below) from
the Primary/Standard Warehouse to ‘0’ [ZERO] in order to signify a Vendor / Billing
Order, Press Enter.
Fig. 11

15) Verify the Order Header Information, Press Page Down Key to move to the Line
Detail portion of HN0101 [OR use mouse to click on the Line Detail Level].
16) STORES NOTE: A CSS Invoice Number is Generated at this time.
17) NOTE: AOM will generate an AOM Order Number (Fig. 12 below) once the User
activates the Line Detail portion of the Order.
Fig. 12
Fig. 13 Fig. 14 Fig. 15
18) NOTE: Each Order Line(s) “So” – Sourcing and “Sh” – Shipping Sites (Fig. 13
above) will be defaulted with the Customer(s) Stocking and Shipping Warehouse
Number [i.e. the Primary/Standard or changed Whs will populate the Order Line(s)
from the Order Header Level (Fig. 2 above)].
19) HN0101 NOTE: The Order Status = 630 [Active Order]. The “InAWCS” Indicator
is defaulted to Blank/Null (Fig. 14 above) and the “Stat” – Order Line Status (Fig. 15
above) = 610 [Open Special Order (IA)].
20) Enter the “ProductNumber” – Customer Product Number (Fig. 16 below) for that
specific Order Line, Press Enter to move to the next field on that specific Line.
21) NOTE: There are THREE ways to enter Product Numbers into AOM [Reference the
REX Expansion Script for further clarification].
22) Enter the “OrderQty” – Order Quantity (Fig. 17 below) for that Product Number,
Press Enter to move to the next field on that specific Line.
23) NOTE: Product Rounding (UP) will occur when LESS THAN full case quantities are
entered on the Order Line. Product Rounding will occur for those Product(s) that are
set-up with that designator.

24) NOTE: The Ordering Unit of Measure defaults to “StUM” – Stocking Unit of
Measure (Fig. 18 below). If the Customer orders in quantities other than the stocking
unit of measure, enter the Selling Unit in the “SeUM” – Selling Unit of Measure field
(Fig. 19 below).
25) Enter the “VendNo” – Vendor Number / Name (Fig. 20 below) for each specific
Order Line on the Vendor / Billing Order. If the Vendor Number is unknown, the
Lightbulb Search option is available.
26) NOTE: This AOM Order will create a Purchase Order to the Vendor. The AOM
Order will NOT drop to AWCS for Order processing. Any Order Text entered will
NOT drop to AWCS for Order processing.
27) Verify the “ReqShpDt” – Requested Ship Date (Fig. 21 below) for that Order Line,
Press Enter.
28) NOTE: The Requested Ship Date will AUTOMATICALLY be defaulted with the
Ship Date from the Order Header Level (Fig. 5 above).
Fig. 16 Fig. 17 Fig. 19 Fig. 21
Fig. 20 Fig. 18
Page Down Key to move to the Shipping Header Level (Pg. 2 of HN0101)].
30) [Page 2 / Window 3 of HN0101] Right-Click and choose Supplementary Order to
access the ‘Supplementary Order Header’ window (see below).

31) NOTE: The Vendor Number (Fig. 22 below) and the Vendor Name (Fig. 23 below)
are displayed through the Supplementary Order Header window.
32) Press the Page down Key to move to the “PurchCd” – Purchase Code field, Enter a
‘Y’ in the Purchase Code field (Fig. 24 below), Press the Page Down Key to move to
the next mandatory field.
33) NOTE: The PO to Vendor Purchase Order Number is created and displayed in the
“POrdNo” – Purchase Order Number field (Fig. 25 below).
34) Enter the value of ‘MGR2’ in the “Purch” – Purchase field (Fig. 26 below) and
Press Enter.
35) NOTE: The User can update the “TermShp” – Terms of Shipment (Fig. 27 below)
and the “MethShp” – Method of Shipment (Fig. 28 below).

Fig. 22 Fig. 23
Fig. 24 Fig. 25
Fig. 27 Fig. 26
Fig. 28
36) To exit the Supplementary Order Header window, Press the ‘Return’ button or Press
the Page Down Key.
∗ NOTE: When the Vendor confirms that the Order has been shipped to the
Customer [i.e. Vendor Drop-Ship Order] or that the Service has been
performed [i.e. Vendor Billing-Only Order] (as in this example) – the User
needs to update the Customer Order as well as Ship Confirm the Order.
41) Enter Search Criteria Mode, Enter the Vendor / Billing Order Number in the
“OrderNo” field, and Find the Order.
42) Press the Page Down Key TWICE to access the Main Order Header Level [Page 2 /
Window 3 of HN0101], Press Enter (OR the Tab Key) to reach the “Text” – Order
Header Text field, and Press the Lightbulb to access the Order Header Text Message
window.
43) Enter ‘TA’ in the “TxtTpe” – Text Type field (Fig. 29 below), Press Enter, leave the
default setting(s) of ‘N’(o) for each of the following print indicators: “Invoice” (Fig.
30 below), “Picking List” (Fig. 31 below), “Packing List” (Fig. 32 below), and
“Bill of Lading” (Fig. 33 below), and Press the Page Down Key to access the Text
window.

44) Enter the Vendors Purchase Order Number and/or Bill of Lading Number as a Text
Message (Fig. 34 below).
Fig. 29 Fig. 30 Fig. 31 Fig. 33
Fig. 32
Fig. 34
45) NOTE: The Vendors Purchase Order Number and/or Bill of Lading Number Text is
informational and/or reference ONLY.
46) Save the Text, Press the ‘Return’ button.
47) Press the Page Up Key to reach the Line Detail Level [Page 1 / Window 2 of
HN0101].
48) Right-Click and choose the Detail Order Line Special Order option to access the
‘Purchase Info’ window (see below). Note the AOM Purchase Order to Vendor in
the Purchase Order Number field (Fig. 35 below).
Fig. 35

49) Press the ‘Return’ button to exit the ‘Purchase Info’ window.
50) Update, if applicable, the Carrier Information [i.e. SCAC and Routing] through the
‘Detailed Order Line’ window and/or update the Freight Terms through the Order
Header [Page 2 / Window 4 of HN0101].
52) Run the HI0201 – Purchase Order Entry-Goods Flow Routine.

53) Right-Click and choose Special Order Number to access the ‘Special Order Transit /
Drop-Ship’ window.
54) Enter Search Criteria Mode, Enter the AOM created PO to Vendor Purchase Order
Number in the “POrdNO” – Purchase Order Number field (Fig. 36 below) and Press
Find.
Fig. 36
55) Double-Click on the Purchase Order Number to populate / display the Purchase Order
Number in the HI0201 Routine (see below).

56) SAVE the Order.

57) HN0101 NOTE: The Order Status = 630 [Active Order]. The InAWCS Indicator is
Blank / Null and the Order Line Status = 620 [Ordered at Vendor] (Fig. 37 below).
Fig. 37

58) Run the HI0303 – Receipt Reporting-Drop Ship Order Routine.

59) Enter the AOM created PO to Vendor Purchase Order Number in the “POrdNO” –
Purchase Order Number field (Fig. 38 below), Press Find.
60) Enter the Customers Bill of Lading Number in the “PackingSlip” field (Fig. 39
below), Press Enter.
61) Enter the Actual Shipped Date in the “ActDelDate” – Actual Delivery Date field
(Fig. 40 below), Press the Page Down Key.
62) Enter the correct Shipped Quantity, same or different, in the “RecQty” – Received
Quantity field (Fig. 41 below), Press Enter.
63) NOTE: Once the Received Quantity is entered, the “LineStatus” – Order Line
Status field (Fig. 42 below) will update/change from 300 [Unacknowledged] to 325
[Shipment Report Drop Ship] and the “FinalShp” – Final Shipment? field (Fig. 43
below) will update/change from N(o) to Y(es).
64) NOTE: For Vendor Drop-Ship Order(s); there will be NO backorder(s) created on
unshipped line item(s).
Fig. 38 Fig. 39
Fig. 40
Fig. 41 Fig. 42 Fig. 43
65) SAVE the Order.

66) HN0101 NOTE: The Order Status = 790 [Shipped, First Shipment] (Fig. 44 below).
The InAWCS Indicator is Blank / Null and the Order Line Status = 790 [Shipped]
(Fig. 45 below).

Fig. 44
Fig. 45 Fig. 46
67) NOTE: The Vendor Drop-Ship Order Ship Date or the Vendor Billing-Only Service
Date is displayed/populated through the “ActShD” – Actual Ship Date field (Fig. 46
above).
68) HN0101 NOTE: Through the Overnight Batch Process; The Order Status = 961
[Invoice Complete]. The InAWCS Indicator is set to Blank/Null and the Order Line
Status = 961 [Standard Invoiced and Ready]. To view AOM Invoice Number, right-
click and choose the Detailed Order Line option to access the ‘Detailed Order Line’
window.
69) NOTE: The Invoice Number and Invoice Date is SPECIFIC to each Order Line
accessed.
Routines utilized for VB Order Class:

1) HN0101 – Standard Order
2) HI0201 – PurchOrdEntry – Goods Flow
3) HI0303 – Receipt Reporting – DropShpOrd
4) HA0702 – Vendor
5) HI0601 – Maintain ProdData per Vendor

AOM Inquiries
IVAN – Inventory Analysis
• IVAN was not designed to be a planning tool. It was designed to be a “One-Stop”
inquiry tool [replacing the following CSS Screen(s): 5&1, 5&11, 3&A, 5&5, 5&6,
and 5&10] to allow the Users to see the big picture.
• IVAN is a portal; it is not part of the AOM System. Users do not have to have AOM
running to use IVAN. To access IVAN users will use the Internet.
1) Login to IVAN through the Chameleon: Consumer / IVAN links. Once in the AOM
Order Management IVAN Home Page (as shown below), The User will choose the
‘Production Ivan’ Link.
2) NOTE: The User, if desired, can bookmark this page within Microsoft Internet
Explorer but should NEVER bookmark any of the links found within this page.
Advanced Order Entry – IVAN: Inventory Analysis.doc 123

3) Like any other Sherwin-Williams System – the User must log in.
4) The User will enter their User name and password (above).
5) NOTE: The IVAN timeout will be no less than ONE HOUR.

Fig. 4
6) The screen that appears is the Product Search Screen (Fig. 4 above). The User can
search for product(s) by any of the items on this screen.
7) NOTE: The User can also utilize the Wildcard Search [%] to recall / review product
data – just like in AOM.
8) EXAMPLE: If the User knows that the product to recall begins with A06W – the
search would be entered as A06W% in the Product Number field; that search result
would then net all product(s) beginning with A06W.
9) NOTE: The same type of searches can be performed in each of the following field(s):
• Product Number (Fig. 5 above)
• Product Description 1 (Fig. 6 above)
• Product Description 2 (Fig. 7 above)
• Alternate Product Number (Fig. 8 above)
• Customer Product Number (Fig. 9 above)
• UPC Code (Fig. 10 above)

10) EXAMPLE: In the following exercise, the User is researching a product that begins
with “T67F [i.e. entry can be in UPPER and/or lower case] (Fig. 11 below).”
Fig. 11
Fig. 12
11) CONT: After entering the User known product information, utilizing the Wildcard,
Click the Search for Products icon (Fig. 12 above).
12) CONT: The following Search Result(s) screen is populated (Fig. 13 below).
13) NOTE: When the User enters the complete 9-digit sku / product number [including
the dash and size code], AOM will bypass the Search Result(s) screen and will
directly enter the IVAN – Inventory Analysis Screen.

Fig. 13
Fig. 22
Fig. 14 Fig. 15 Fig. 16 Fig. 17
Fig. 18 Fig. 19
Fig. 21 Fig. 20
14) NOTE: The Search Results Screen will display the search criteria ‘hits’ along with
the following product information: AOM Product Number (Fig. 14 above), AOM
Product Description (Fig. 15 above), Customer Product Number (Fig. 16 above)
and the Customer Product Description (Fig. 17 above).
15) CONT: From the Search Results Screen; there is 87 sku(s) beginning with the search
criteria of T67F (Fig. 18 above) with the first 15 being displayed (Fig. 19 above).
16) CONT: To see more results, click on the word ‘NEXT’ at the bottom of the screen
(Fig. 20 above). To go back to previous list, click the word ‘PREVIOUS’ at the
bottom of the screen (Fig. 21 above).
17) CONT: Once the User decides which Sku is the correct product to inquire further
upon, Click on the product to populate the main screen in IVAN (Fig. 22 above and
below).

Fig. 22
18) The IVAN – Inventory Analysis Screen (Fig. 22 above) contains the following
Header Information [Upper Window of screen] and Line Information [Lower
Window of screen] fields:
• Product Number – Formerly known as SKU and/or REX Number, the product
number represents the sales number for AOM [HA0101 / HA0102]. Source:
AOM
• Product Description 1 – the Product Description 1 indicates the Primary
Description for the product [HA0101 / HA0102]. Source: AOM
• Product Description 2 – the Product Description 2 indicates the Secondary
description for the product [optional – HA0101 / HA0102]. Source: AOM

• Sell Hold – the Sell Hold indicates whether the product is on hold globally
across all warehouse / plant locations (as shown through the example below)
[HA0101]. Source: AOM
• Division – Formerly known as Brand Code, the Division represents the Group
that the product belongs too [HA0101]. Source: AOM
• UPC Code – The Universal Packaging Code [HA0103]. Source: AOM
• Creation Date – The Date that the product was added to AOM [HA0101].
Source: AOM
• Shelf Life – The number of months that the batch of the product is still
considered saleable [HA0101]. Source: AOM [via: Formula II]
• Product Life Cycle – Formerly known as the MFIS Status, the Product Life
Cycle indicates the phase of the life cycle that the product is currently in [i.e.
Phase 0, 2, or 3 – HA0101]. Source: AOM
• Freight Class – BOL Freight Class used to determine physical properties
required for transporting products [HA0102]. Source: AOM
• SCC Code – The Standard Carton Code [HA0103]. Source: AOM

• Rounding Indicator – Indicates whether cartons of the product can be broken
[i.e. 1= break cartons, 2=cannot break cartons – HA0102]. Source: AOM
• Fill Factor – The fill level of that specific product [HA0110]. Source: AOM
[via: Cullinet]
• Master Rex – The formula of the product [HA017706]. Source: AOM
• Quantity per Carton – The number of units [i.e. gallons / eaches] per carton
• Carton Weight – The weight [rounded two decimal places – 33.348 in
HA0103 = 33.35 in IVAN] per carton [HA0103]. Source: AOM
• Status – The Status column is utilized to show where Warehouse Hold(s)
[HA0110] or where Replacement Product(s) [HA0121] exist. Source: AOM
• An “A” indicates an automatic warehouse hold exists (Example A below)
at that specific DSC.
• A “M” indicates a manual warehouse hold exists (Example B below) at
that specific DSC.
• A “R” indicates that a replacement product exists (Example C below) at
that specific DSC.
Ex. A
Ex. B

Ex. C
• Whse – The Warehouse indicates the Stocking Location for that product
• ML – The Manufacturing Location column indicates the location that
replenishes product to that shipping location for that product [K14 or K17 –
HA017706]. Source: AOM
• Avail Imm – The Available Immediately column indicates and/or populates the
product quantity immediately available for customer order requirement(s)
[HI0106 / Stock Balance – Reserved Quantity = Available (i.e. Available
Immediately in IVAN)]. Source: AOM
• Stock Balance – Formerly known as the On Hand quantity, the Stock Balance
column indicates the physical quantity on hand at a stocking/shipping location
[HI0106]. Source: AOM
• Monthly Forecast – The Monthly Forecast column indicates the estimated unit
sales of a product, at a particular location, projected by the planning system for
the current month. Source: i2

• Rolled Monthly Forecast – The Rolled Monthly Forecast column equals the
monthly forecast, plus requirements of the shipping location to another shipping
location. Example: If a plant supplies warehouse 300 (Effingham), and 300 in
turn supplies 440 (Reno), the rolled up monthly forecast at 300 is the monthly
forecast of 300 plus the monthly forecast of 440. Source: AOM
• On Order – The On Order column indicates the total number of units
committed, from a sourcing location, to replenish inventory at the shipping
location. This column include(s) Manufacturing Order(s) [MO], pending Stock
Transfer Order(s) [ST] and/or Vendor Purchase Order(s) [PO]. Source: AOM
(for ST and PO) and SPAM [via: Cullinet] (for MO)
• In Transit – The In Transit [i.e. Stock Transfer] column represents the number
of unit(s) en route to a specific shipping location [i.e. DSC / warehouse –
HI0207]. Source: AOM
• Non-Reserved Orders – Formerly known as Future Dated Orders and/or Orders
in Suspense, the Future Dated Order(s) column indicates any Order outside the
ship reservation window, or and Order and/or Order Line(s) on credit hold, price
hold, manually held, drop to AWCS with zero available, and/or backordered
within the ship reservation window. In other words, any Order / Order Line that
has not consumed inventory [HN0101]. Source: AOM
• Excess Inventory – The Excess Inventory column indicates the number of units
available for redistribution. This number is calculated by subtracting statistical
safety stock from available immediately. This number is re-calculated every
time a product is queried in IVAN. Source: IVAN
19) NOTE: To enter another product number or another search, either Click the Back to
Search Page icon at the bottom of the screen (twice), or Click on the IVAN / IVAN
Screen text in the left column of the screen. This process will return the User to the
Product Search Screen (Fig. 4 above).

IVAN – Inventory Analysis; Drill Down Option(s)

• If you were wondering why some of the columns on the main screen were blue,
instead of black, the blue column(s) give the User drill down ability in order to view
the detail that makes up that specific number.
• The Product Number, Stock Balance, Manufacturing on Order, In-Transit and Future
Dated Orders column(s) offer the ability to view the detail of that number that today
would require further research through other screens.
20) To view the SMIS Number and/or Customer Product Number(s) (Fig 24 below) that
are associated with a specific product number, click on the Product Number field
(Fig. 23 below), Press Back when ready to return to IVAN (Fig. 25 below).
Fig. 23
Fig. 24
Fig. 25

21) To view the detail Stock Balance [i.e. AWCS batch information (Fig. 27 below)] at a
specific stocking location, for a specific product, click on the Stock Balance field
(Fig. 26 below), Press Back to Details when ready to return to IVAN (Fig. 28 below).
Fig. 26
Fig. 27 Fig. 28
NOTE: [Ex.] Shown for AWCS Warehouse Only – Sorted by Date for
Warehouse 440 – 0000Z4191-16. The detail of this screen (Fig. 27 above)
populates the Batch Dates and Batch Quantities of the product, from the inventory
analysis screen, that are in AWCS. If you have queried a product at a paper pick
warehouse (i.e. AC) you will probably not see any data.

22) To view the detail On Order [i.e. pending ST, MO and/or PO information (Fig. 30
below)] at a specific stocking location, for a specific product, click on the On Order
field (Fig. 29 below), Press Back to Details when ready to return to IVAN (Fig. 31
below).
Fig. 29
Fig. 30 Fig. 31
NOTE: [Ex.] Sorted by Order Type and Order Number for Warehouse 440 –
0000Z4191-16. The detail of this screen (Fig. 30 above) populates the Order Type
[i.e. MO = Manufacturing Order. ST = pending Stock Transfer Order, and PO =
Vendor Purchase Order], the Order Number, the Quantity of the Product from the
inventory analysis screen on the Order Number, the shipment Due Date [i.e. the
requested ship date], and the Batch Size (of the Manufacturing Order).

23) To view the detail In Transit [i.e. inter-warehouse / Stock Transfer Order(s) in
movement (Fig. 33 below)] at a specific stocking location, for a specific product,
click on the In Transit field (Fig. 32 below). Should the product in transit be a
Relabel Order, the ‘Relabel’ indicator [defaulted as ‘N’(o)] (Fig. 34 below) will
update to ‘Y’(es). Press Back to Details when ready to return to IVAN (Fig. 35
below).
Fig. 32
Fig. 34 Fig. 33 Fig. 35
NOTE: [Ex.] Sorted by Transit Order Number for Warehouse 330 –

0000Z4191-16. The detail of this screen (Fig. 33 above) includes the Transit
Order Number [the AOM Stock Transfer shipping number], the Relabel indicator
[Relabel Order [Y/N], the Ship Quantity of the product number on the shipment,
the Actual Ship Date [the date the shipment was processed], and the Bill of Lading
Number.

24) To view the detail Non-Reserved Orders [i.e. Order(s) that are: outside the ship
reservation window, on credit hold, on price hold, dropped to AWCS with zero
available inventory, manually held by the User, as well as unreserved due to
backordered Order Lines (Fig. 37 below)] at a specific stocking location, for a
specific product, click on the Non-Reserved Orders field (Fig. 36 below), Press
Back to Details when ready to return to IVAN (Fig. 38 below).
Fig. 36
Fig. 37 Fig. 38
NOTE: [Ex.] Sorted by Order Number for Warehouse 300 – 0000Z4191-16.

The detail of this screen (Fig. 37 above) consists of the AOM Order Number,
the Order Quantity of the product on the Order in question, and the Expected
Drop Date [the date the order will reach the ship reservation window]. If the
Expected Drop Date is already within, or past the reservation window, the Order
is on hold.

25) NOTE: To quickly exit the current product search and return to the Product Search
Screen in order to perform a product inquiry on a completely different product, Click
the Ivan Screen link located on the left hand side of the screen (Fig. 39 below).
Fig. 39

AOM Inquiries
Product Availability
1) HI0106 – Query / Product Availability Base
• Utilize this Routine to obtain an availability summary per product (Fig. 1 below)
and warehouse [use arrow keys on keyboard to scroll through stocking
warehouse / plant combinations (Fig. 2 below), as well as, all other warehouse
[stocking] locations [Right-Click in the Line Detail Window, choose “Other
Warehouse” to view the Other Warehouses Window (Fig. 3 below).
• This Routine allows the User to view all open Orders [OH < 790] (Fig. 4
below), by Customer (Fig. 5 below); the Routine offers an audit trail of open
order(s) by product.
• The User can also determine the availability of product on a given date. Stock
Replenishments [i.e. Inter-Warehouse Orders] are included (Fig. 6 below) as of
the date of their arrival at the warehouse.
Fig. 1
Fig. 2
Fig. 4 Fig. 5
Fig. 6
Fig. 3
Advanced Order Entry – AOM Inquiries: Product Availability.doc 139

2) HN018835 – Product Availability
• This Routine shows the physical (Fig. 7 below) and available balance (Fig. 8
below) for the specified warehouse and the consumption of the product (Fig. 9
below).
• Information on this product query is displayed in three parts. The uppermost part
displays the fixed information on the product as specified in the Product File
(Fig. 10 below) [Right-Click in first window, choose Product Base to view
HI0106 screen]. The second part shows the balance in a specific warehouse (Fig.
11 below) [Right-Click in second window, choose Availability to view ALL
Stocking Locations] while the third part shows the balance in the replenishing
location (Fig. 12 below).
Fig. 10
Fig. 8
Fig. 11
Fig. 9
Fig. 12
3) HN0101 – Standard Order [at Order Entry on the Order Line]
• This Routine allows the User to view Product Availability screen(s) on the
Order Line at Order Entry.

• (1) After the order quantity has been entered, the User can Right-Click and
choose “Product Base” on that specific Order Line to view the Product Base
Query Window (Fig. 13 below); the Customer(s) prime stocking location for
that specific product entered [i.e. HI0106].
• (1.A) While in the Product Base Query Window – Line Detail Level, Right-
Click and choose “Other Warehouse” to view the Other Warehouses Window
(Fig. 14 below); other warehouse and plant stocking location(s) for that specific
product entered.
Fig. 13
Fig. 14

• (2) After the order quantity has been entered, the User can Right-Click and
choose “Availability Reporting” on that specific Order Line to view the
Availability Per Warehouse Window (Fig. 15 below); the product(s)
warehouse and plant stocking location(s) in summary [i.e. similar to the Right-
Click Other Warehouse option when accessing HI0106].
Fig. 15

AOM Inquiries
Product Attributes
1) HA0101 – Global Product Profile
• This Routine allows the User to view the following global product attributes
[other than the SW long rex and the primary / secondary product description(s)]:
the short rex [i.e. AOM = Alternate Product Number] (Fig. 16 below), product
restriction information (Fig. 17 below), the storage and selling unit(s) of
measure (Fig. 18 below), and the size code [i.e. AOM = Statistical Group] (Fig.
19 below).
• This Routine also allows the User to view the product Shelf Life [in months]
(Fig. 20 below) the product Flash Point (Fig. 21 below) and the product Entry
Date [i.e. creation date] (Fig. 22 below).
• NOTE: IVAN will display the product number, the primary and secondary
product descriptions, the alternate product number [as a search criterion], shelf
life, statistical group [i.e. size code], product creation date, division [i.e. brand
code], and the product life cycle [i.e. MFIS Status / phase number].
Fig. 20 Fig. 18
Fig. 16
Fig. 21
Fig. 17
Fig. 19
Fig. 22
Advanced Order Entry – AOM Inquiries: Product Attributes.doc 143

• To view Product Hierarchy information, Right-Click and choose “Product

Structure” to view the Product Structure Window (Fig. 23 below). The AOM
Product Hierarchy is on the left-hand side while the CSS Product Hierarchy is
on the right-hand side.
Fig. 23
• To view Product Phase Data information [when the Purchase on Hold flag
indicates a ‘Y’(es)], Right-Click and choose “Product Phase Data” to view the
Product Phase Data Window (Fig. 24 below). Phase Number 2 indicates to be
discontinued and Phase Number 3 indicates discontinued.
Fig. 24
2) HA0102 – Local Product Profile
• This Routine allows the User to view the following local product attributes
[other than the SW long rex and the primary / secondary product
description(s)]…
• To view the SW Facility Attachment information [i.e. DSC(s) and Plants(s)
connected to this specific product], Right-Click and choose “Connect
Warehouse” to view the Product / Warehouse Connection Window (Fig. 25
below).

Fig. 25
• To view other product information, Right-Click and choose “Additional Product

Data” to view the Additional Product Data Window (Fig. 26 below). This
window allows the CSR to view repack data (Fig. 27 below), the product
rounding code (Fig. 28 below), the product harm tariff (Fig. 29 below) and the
Store SMIS Number [for Stores Product(s)] (Fig. 30 below).

Fig. 26
Fig. 27 Fig. 28
Fig. 29
Fig. 30
Fig. 31
Fig. 32
• The Additional Product right-click also displays the Freight Class and Mode
of Transportation Window (Fig. 31 above). Within this window the User can
view the possible product freight class Bill of Lading Code(s) for each assigned
mode of transportation (Fig. 32 above).
product descriptions, the Stores SMIS product number [as a search criterion],
the product DSC / Plant connection combination(s), rounding indicator, and
freight class / BOL Code.
3) HA0103 – Packaging Data
• This Routine is utilized to view / display the following product packaging data:
piece quantity (Fig. 33 below) and weight (Fig. 34 below), package quantity
(Fig. 35 below) and weight (Fig. 36 below), the product selling and stocking unit
of measure (Fig. 37 below).

Fig. 33 Fig. 34
Fig. 35 Fig. 36
Fig. 37
• To view the product UPC Code [i.e. Uniform Product Number], Right-Click
and choose “Uniform Article Number Standard” to view the Uniform Article
Number Window (Fig. 38 below). This window allows the CSR to view the
UPC Code for that specific product (Fig. 39 below). If applicable, the SCC
Code [i.e. Standard Carrier Code] is also displayed
Fig. 38
Fig. 39

product descriptions, the UPC Code [as a search criterion], quantity per carton
[i.e. package quantity] and the carton weight [i.e. package weight].
4) HA0110 – Warehouse Product Data
• This Routine is utilized to view / display the logical data required to describe a
product within a warehouse. This routine will allow the User to view
warehouse / product hold(s) within the “Warehouse Hold Reason Code” field
(Fig. 40 below).
Fig. 41
Fig. 40
Fig. 42
• NOTE: IVAN will display the above 5-reason code(s) as ‘A’ or ‘M’ [i.e.
Automatic (00) or Manual (01, 02, 03, 04) Lockout(s) / HOLDS] for that
product / warehouse combination through the Status Column (see IVAN screen
example below).

• NOTE: The “StartDate” field (Fig. 41 above) indicates the date in which the
product hold is scheduled to end [NOT BEGIN].
• NOTE: The “HldCreatedBy” field (Fig. 42 above) indicates the reason for
hold and/or who placed the product on hold.
5) HA0115 – Customer Product Description
• It is possible in this Routine to state the Customer(s) product number for the
product(s) that SW manages. The customer can then use his own product
number and descriptions instead of ours, in contact with our company. The
customer's product number can be stated at Order Entry (Manual and EDI) and
the Return Process.
• The Customer(s) product number and description is printed on all the documents
sent to the customer.
• Each Customer is assigned to a Customer Product Number Group (Fig. 43
below) and then our product number and product description (Fig. 44 below) is
entered as a cross-reference to the Customer(s) product number and product
description (Fig. 45 below).
Fig. 43
Fig. 44 Fig. 45
• NOTE: IVAN will display the Customer Product Number as a search criterion.
6) HA0121 – Replacement Products
• The aim of this Routine is to be able to define different replacement conditions
and replacement product(s) for a product that the system will unconditionally
change to when a condition has been fulfilled.
• This Routine is utilized to view / display the replacement product(s) by / through
a specific DSC. The User will enter the warehouse in which the replacement
product exists (Fig. 46 below) and will press the page down key to continue.
• NOTE: The User can then either scroll through the list and/or utilize the search /
find function to inquire upon the current product (Fig. 47 below) [User needs to
find the current product (the FROM product) in order to find the replacement
product (the TO product)].
• NOTE: Once the current product is highlighted, press the page down key to
view the replacement product number / description (Fig. 48 below) and the start
date (Fig. 49 below).

Fig. 46
Fig. 47
Fig. 48
Fig. 49
• NOTE: IVAN will display the above ‘FROM’ product number (Fig. 47
above) as ‘R’ [i.e. Replacement Product] for that product (see IVAN screen
example below) through the Status Column. The User will be responsible for
inquiring on the FROM product within the above Routine to find the
replacement product [i.e. the TO product].

7) HA017706 [i.e. opens as HX017706] SW Product / Warehouse Data
• This Routine is utilized to view / display the following product and warehouse
data [i.e. this routine was built by IMI for SW to display specific product /
warehouse information]: pallet-size (Fig. 50 below), layer size (Fig 51 below),
product master rex (Fig. 52 below), product manufacturing location (Fig. 53
below), and [among other attributes] the AWCS storage location (Fig.
534below).
• NOTE: IVAN will display the product master rex within the Header
Information window.

Fig. 50 Fig. 51
Fig. 52
Fig. 53
Fig. 54
8) HA017701 – [i.e. opens as HX017701] SW Max Order Quantity
• This Routine is utilized to view / display the product max order quantities that
occur at Order Entry as soft edit(s). These max order quantities (Fig. 55 below)
are established at the product number (Fig. 56 below), customer category (Fig.
57 below), and size code (Fig. 58 below) level(s) [or through combination(s) of
the previous].
• NOTE: A soft edit occurs at Order Entry as a SW “insanity check” (Fig. 59
below) to ensure that the product ordered at the quantity ordered is correct. The
User simply enters past the soft edit to verify and accept the product / quantity
combination being requested by the Customer.

Fig. 56 Fig. 57 Fig. 58 Fig. 55
Fig. 59

9) HA0116 – Product Restrictions
• This Routine can be used for entry, change and deletion of product
restriction(s) per legal entity for individual products or product range.
• Each time a Customer orders a product, it is checked whether there are
restriction(s) for it. A Customer can be excepted from restrictions [see the
HA0518 – Exception, ProdRestrictions Routine]. If an exception is missing,
handling is held until the restriction has been removed.
• The User can utilize the Product Restrictions Code field (Fig. 60 below) to
view product(s) against ‘0’ – Sell Holds / Regulatory and ‘1’ Sell Holds /
Business [i.e. J-29, Not Authorized, etc…].
Fig. 60
10) HA018801 – [i.e. opens as HX018801] SW Query-Kit Data
• This Routine will be utilized to query Kit and/or Display product information.
• The Routine header [Window 1] will contain the following Kit and/or Display
field data: Product Number (Fig. 61 below), Product Description 1 (Fig. 62
below), Product Description 2 (Fig. 63 below), Kit Type (Fig. 64 below) [i.e.
either ‘K’ (kit) or ‘D’ (display)], and the Number of Cartons in the Kit /
Display (Fig. 65 below).

• The Routine line level [Window 2] will contain the following Kit and/or
Display field data: Position Number (Fig. 66 below), Component Type (Fig. 67
below) [i.e. ‘I’ (information / instruction), ‘P’ (point of purchase material), and
‘R’ (regular)], Component Product Number (Fig. 68 below) [i.e. not
necessarily an AOM Product Number], Component Product Description 1
(Fig. 69 below), and the Number of Components per Kit or Display (Fig. 70
below).
Fig. 67 Fig. 68 Fig. 69 Fig. 70
Fig. 66
11) HA0177012– [i.e. opens as HX017712] Assortment Bill of Material
• This Routine is utilized to query Assortment product information.

• The Routine header [Window 1] will contain the following Assortment field
data: Product Number (Fig. 71 below), Product Description 1 (Fig. 72 below),
Product Description 2 (Fig. 73 below), Explode Components (Fig. 74 below) [i.e.
either ‘B’ (explode Assortment on the Invoice and Pack Slip), ‘I’ (explode
Assortment on the Invoice), ‘N’ (do not explode Assortment) or ‘P’ (explode
Assortment on the Pack Slip)], and the Assortment Backorder flag field (Fig. 75
below) [i.e. ‘Y/N’].

• The Routine line level [Window 2] will contain the following Assortment field
data: Position Number (Fig. 76 below), Component Product Number (Fig. 77
below), Component Product Description 1 (Fig. 78 below), Component Product
Description 2 (Fig. 79 below), Number of Components per Assortment (Fig. 80
below), Component Unit of Measure (Fig. 81 below) and the Component Type
(Fig. 82 below) [i.e. ‘I’ (information / instruction), ‘P’ (point of purchase
material), and ‘R’ (regular)].
Fig.71 Fig.72 Fig.73 Fig.74 Fig.75
Fig.76 Fig.77 Fig.78 Fig.79 Fig.80 Fig.81 Fig.82
12) HA017713 – [i.e. opens as HX017713] Mass Change of Assortments
• This Routine is utilized for mass changing of Assortment(s)

• The Routine is presented in a report format and contains two fields, Old Product
(Fig. 83 below) and New Product (Fig. 84 below). The User enters these two
fields [both fields MUST be entered] and updates the Routine upon which the
Assortment Bill of Materials is searched for existence of the old product as a
component.

• Whenever a BOM is found that contains the Old Product as a component, that
component line will be modified to contain the New Product instead.
Fig. 83 Fig. 84

AOM Inquiries
Customer Attributes
1) HA0501 – Bill-to Customer
• Use this Routine to enter, change, delete, and query information about a
company's Bill-to Customer(s). A Bill-to Customer can be linked to one or more
Sell-to Customer(s) in the HA0502 – Sell-to Customer Routine.
• This Routine allows the User to view the following Bill-to Customer attributes
[aside from the AOM Bill-to Customer Number]: the Bill-to address (Fig. 1
below), the Legacy [CSS] Bill-to Customer Number [i.e. AOM = Organization
Number] (Fig. 2 below) and whether the Customer must be approved by CFS
prior to Order Release (Fig. 3 below) [i.e. Credit Hold 100 at Order Entry].
Fig. 2
Fig. 3
Fig. 1
• To view additional Customer information, Right-Click and choose “Additional

Customer Data” to view the Additional Customer Data Window (Fig. 4
below). This screen allows the User to view: the Bill-to Corporate Ultimate
Number (Fig. 5 below), the Customer(s) maximum weight (Fig. 6 below),
volume [i.e. gallons] (Fig. 7 below), and quantity [i.e. piece count] (Fig. 8
below) checks for Order Entry and the EDI Order hold flag (Fig. 9 below).
Advanced Order Entry – AOM Inquiries: Customer Attributes.doc 159

Fig. 4 Fig. 5
Fig. 9
Fig. 6
Fig. 7
Fig. 8
• To view Bill-to Customer invoicing information, press the page down key from page
1 of the HA0501 Routine to view the Enter Invoice Information Window [page 2
of the Routine] (Fig. 10 below). This screen allows the User to view: the Bill-to
Customer terms of payment (Fig. 11 below) and the Bill-to Customer credit check
number [i.e. CARMS account number] (Fig 12 below).
Fig. 10
Fig. 12
Fig. 11

2) HA0502 – Sell-to Customer
• A Sell-to customer must always be linked to a Bill-to customer. A Sell-to

Customer is always connected to a particular legal entity.
• The Sell-to Customer will belong to the same legal entity as the Bill-to
Customer at Order Entry. This means that a User can only enter, view / query
and change information about a Sell-to Customer to which the User belongs.
• Page 1 of this Routine allows the User to view the following Sell-to Customer
attributes [aside from the AOM Sell-to Customer Number]: the Bill-to Customer
Number to which this Sell-to is attached (Fig. 13 below), the complete Sell-to
address (Fig. 14 below), the Legacy [CSS] Sell-to Customer Number [i.e. AOM
= Organization Number] (Fig. 15 below), the Sell-to customer category [i.e.
helps identify the type of account] (Fig. 16 below), the Sell-to Customer store
number (Fig. 17 below), the Sell-to phone number (Fig. 18 below) and the fax
number (Fig. 19 below).
Fig. 13 Fig. 14 Fig. 15
Fig. 16
Fig. 17
Fig. 19 Fig. 18
• Page 2 of this Routine, the Detailed Sell-to Customer Info. Window, allows
the User to view the following Sell-to Customer attributes [for SW Stores]: the
region (Fig. 20 below), the district (Fig. 21 below), and the MPC (Fig. 22
below). Page 2 also shows the customer product number group (Fig. 23 below)
[utilized when Customer(s) order using their part number(s)].
Fig. 23 Fig. 20 Fig. 21 Fig. 22
• From Page 1, To view business data information, Right-Click and choose

“Business Data” to view the Customer Data per Business Unit Window (Fig.
24 below). This screen allows the User to view specific Sell-to Customer
information: the standard warehouse [i.e. the prime DSC] (Fig. 25 below), the
destination area [i.e. tied to departure(s)] (Fig. 26 below), the customer manager
[prime sales contact] (Fig. 27 below), the sales manager [i.e. prime customer
service contact] (Fig. 28 below), and the customers category of trade (Fig. 29
below).

Fig. 24
Fig. 25
Fig. 27
Fig. 28
Fig. 26
Fig. 29
• From the Customer Data per Business Unit Window: To view / verify whether
customer instructions [i.e. Customer Text] is attached to the Sell-to Customer,
Right-Click and choose “Text” to view the Text Window (Fig. 30 below).
This screen allows the User to view specific Sell-to Customer information: the
Fig. 30
text id (Fig. 31 below), the text type (Fig. 32 below), and the text description
(Fig. 33 below). Customer Text appears on ALL Customer Order(s).
Fig. 31 Fig. 32 Fig. 33

• From Page 1, To view the Sell-to Customer shipping information, Right-Click

and choose “Warehouse Data” to view the Shipping Profile Window (Fig. 34
below). This screen allows the User to view the specific Sell-to Customer /
Standard Warehouse [combination] shipping information: the standard
warehouse [i.e. the prime DSC] (Fig. 35 below), the method of shipment(s)
attached to the standard warehouse (Fig. 36 below), the terms of shipment per
each method of shipment (Fig. 37 below), and the lead-time [i.e. routing day(s)]
per each method of shipment (Fig. 38 below).
Fig. 34
Fig. 35
Fig. 36 Fig. 37 Fig. 38
• From the first window above: To view the method of shipment(s) attached to
each Order Class, Right-Click and choose “Standard Method of Shipment” to
view the Standard Method of Shipment Window (Fig. 39 below). This view
will display how each Order Class (Fig. 40 below) is attached to a specific
Method of Shipment (Fig. 41 below). The ‘*’ (Fig. 42 below) indicates all
Order Class [except for the ones specified against specific Method of
Shipment(s)].

Fig. 39
Fig. 42
Fig. 40 Fig. 41
• To view additional Sell-to Customer data, while on Page 1 of the HA0502

Routine, Right-Click and choose “Additional Customer Data” to view the
Additional Customer Data Window (Fig. 43 below). This screen allows the
User to view specific Sell-to Customer information: the freight code (Fig. 44
below) the SCAC Code and routing name (Fig. 45 below), the FIPS Code (Fig.
46 below), the Sears schedule day (Fig. 47 below), the chep customer number
[i.e. Walmart] (Fig. 48 below), the purchase order required code (Fig. 49
below) and purchase order format (Fig. 50 below) for Order Entry, the source
(Fig. 51 below) and service territory (Fig. 52 below) code’s, the Customer /
Store pool code identifier (Fig. 53 below), the AOM “Order option” code for
the Customer [cancel, backorder, or limit account] (Fig. 54 below), the CZ al
DSC (Fig. 55 below), the EDI hold flag on the Sell-to Customer (Fig. 56
below), and the ultimate number (Fig. 57 below).

Fig. 43 Fig. 44 Fig. 45
Fig. 46
Fig. 47
Fig. 49 Fig. 48
Fig. 50 Fig. 51 Fig. 52
Fig. 53
Fig. 51
Fig. 52
Fig. 54
Fig. 55 Fig. 56
Fig. 57
• To view additional Sell-to phone numbers [if applicable], while on Page 1 of

the HA0502 Routine, Right-Click and choose “Alt Phone Number” to view the
Alt Phone Number Window (Fig. 58 below). This screen allows the User to
view specific Sell-to Customer information: any additional Sell-to Customer
phone number(s) that could not fit onto page 1 (Fig. 59 below).
Fig. 58
Fig. 59

3) HA0503 – Alternate Ship-to Addresses
• If an alternative address occurs quite often, it is possible to enter the address in

this routine and give the address a number (Fig. 60 below). The number can be
stated at Order Entry in the field for ship-to address number, resulting in the
alternative address being called and displayed on the order.
• All alternate address entry and maintenance is owned by the Data Maintenance
Organization [DMO].
• The User, at any time, can perform a search / find, through this Routine, to
inquire upon the alternate ship-to addresses that are set-up / established for a
particular Sell-to Customer Number (as shown below).
Fig. 60
4) HA0516 – Customer Text Bank
• This Routine maintains Customer and/or Shipping [i.e. Delivery] instruction(s)

that can be connected to the Customer in the HA0502 – Sell-to Customer Routine.
The Customer and/or Shipping instruction(s) (Fig. 61 below) can be read at order
entry.
• NOTE: Each Customer instruction is identified with a text ID (Fig. 62 below) and
a text type (Fig. 63 below).

Fig. 62 Fig. 63 Fig. 61
5) HA0518 – Exception, Product Restrictions
• This Routine can be used for entry, change and deletion of exception marks of
product restriction(s) per customer relation. Exception(s) can only be set
according to the restriction(s) stated in the HA0116 – Product Restrictions
Routine.
• Product restriction(s) are entered in the HA0116 Routine for individual product(s)
or product range. Each time a Customer orders a product, it is checked that there
are no restriction(s) for the product. If exception marking is missing for the
Customer, the continued management is held until the restrictions have stopped.
• It is possible in this Routine to state exception(s) from the restriction(s) per
Customer relation. The product restriction(s) will then not apply for Customers
belonging to the stated Customer relation.
• The Product Restrictions Code field (Fig. 64 below) indicates the types of
product restriction(s) that may occur in the system [i.e. Sell Hold, Sell Hold –
Regulatory, Shipping Hold, etc…]. A product may have one or more restrictions.

• The Relationship Type for Customers field (Fig. 65 below) indicates the
possibilities of entering exceptions to product restrictions. It is used in this
Routine to specify exceptions to the restrictions per customer relationship [i.e.
Customer Number, Region, District, Corporate Ultimate, etc…].
• The Exception to Product Restrictions ID field (Fig. 66 below) indicates the ID
for which the exception to product restrictions is to be made.
Fig. 64 Fig. 65
Fig. 65
6) HA0521 – Shipping Profile
• Use this Routine to enter and maintain information about shipment(s) to

customers from the customer's standard warehouse and other warehouses.
• NOTE: The User can look at ONLY the standard [i.e. the prime DSC] shipping
profile through the HA0502 – Sell-to Customer Routine. The User can view all
shipping profile(s) for a specific Sell-to Customer through this Routine.
• NOTE: This Routine allows the User to view the lead-times (Fig. 66 below)
from a specific warehouse (Fig. 67 below).

Fig. 67
Fig. 66
7) HA0523 – Alt Warehouse per Customer
• When entering Order(s), the User can specify an alternative sourcing and
shipping location if the Ship-to/Sell-to Customer belongs to a certain Customer
Order Class. The warehouse selected also depends on the product the
Customer purchases.
• NOTE: This Routine is utilized for product(s) that MUST be shipped from an
alternate warehouse at Order Entry. The product(s) requested are not stocked
[i.e. sourced] at the Standard DSC and must automatically be pulled from the
established alternate warehouse at Order Entry.
• The User can inquire by the Sell-to Customer Number / Order Class
combination – to view the products (Fig. 68 below), whereby the Customer is
attached to the standard warehouse (Fig. 69 below), that are shipped from the
alternate warehouse (Fig. 70 below).

Fig. 69
Fig. 68 Fig. 70
8) HA057704 [i.e. HX057704] – Star Wars Maintenance

• This Routine (see below) will allow the User to view the valid punch days for a
specific [and/or all] SW Store(s).

AOM Inquiries
Order Inquiry
• This Routine allows the User to recall and view saved Order information
[reference: Data Retention Schedule], within the Standard Order screen, while
active in Search Criteria Mode (Fig. 1 below).
• ONE: This Routine will allow the User to perform Search / Find functionality
on any of the following field(s) found within the Primary Order Header [Page 1 /
Window 1 of HN0101] (Fig. 2 below): customer number, requested ship date,
requested delivery date, cancel date, placer/taker, customer purchase order
number, order class, sales manager, received method, order number, pick-up
flag, and/or the backorder flag.
• TWO: Search and Search functionality will allow search / find functionality
within the warehouse and order status (Fig. 3 below) field(s).
• THREE: This Routine will allow the User to perform Additional Search / Find
functionality through the Lightbulb Icon (Fig. 4 below) when the following
Customer attributes are available / known: ship-to name, CMU [brand sold],
state and zip code, city, address, store number, and telephone number.
Fig. 2
Fig. 1 ONE
Advanced Order Entry – AOM Inquiries: Order Inquiry.doc 172

Fig. 3
TWO
Fig. 4
THREE

2) HN0106 – Price Adjustment Order
• The Routine is similar to the HN0101 – Standard Order Routine but has another
order type (Fig. 5 below). It handles debit(s) = order type 80 and credit(s) =
order type 81.
• The "Deb/Cre" field (Fig. 6 below) in the Order Header (Fig. 7 below)
indicates whether the Order is a debit [‘D’] or a credit [‘C’]. Depending on the
specified code, the system automatically sets the correct order type. The
information on whether the Order is a credit or a debit can only be indicated at
entry, it cannot be changed on an existing Order. Charges are immediately ready
for invoicing.
• Other attributes of the Price Adjustment Order / Order Header include the
following: the credit/debit order number, price adjustment type [i.e. straight
credit / debit or billed as should be], customer number, order status, warehouse,
problem tracking number, customer purchase order number, print option, and
the price adjustment reason code.
• Attributes of the Price Adjustment Order / Line Detail section (Fig. 8 below)
include: the original Order Number (Fig. 9 below), the reason for credit / debit,
the line status, and the original Invoice Number (Fig. 10 below).
Fig. 8
Fig. 9 Fig. 10

3) HN0108 – Print Order Acknowledgement
• This Routine is used to print order acknowledgments. Whether an order

acknowledgment will be printed is defined by the print code on the Order [i.e.
Print Code on the Order = 1 / Acknowledgement to be Printed] within HN0101.
• The User finds the Order in which to print an order acknowledgement (Fig. 11
below) and this Routine can be utilized (Fig. 12 below) for the viewing /
printing of an order acknowledgement (Fig. 13 below) prior to that Order being
shipped [i.e. Order updated to 790].
Fig. 11
Fig. 12

Fig. 13
• This Routine is still in development for future utilization.

4) HN0121 – Credit Re-bill
• A credit bill will always be created with the values from the original Invoice, the
debit reflects the original invoice. Quantities can be changed. If Order Line(s)
are changed [i.e. quantity lowered because part of an Order Line is sent to
another customer], then the debit will be created upon the changed and new data
entered.
• Attributes of the Credit Re-bill Order Header include the following: the debit /
credit customer number, the reason for credit re-bill, the debit number [i.e. the
“new” invoice] (Fig. 14 below), the credit number [i.e. which credits the invoice
in error] (Fig. 15 below), the original invoice number (Fig. 16 below), and the
original invoice date.
• Attributes of the Credit Re-bill Line Detail include the following: the product
credit price [i.e. from the invoice in error] (Fig. 17 below) and the product debit
price [i.e. the “new” invoice price] (Fig. 18 below).

Fig. 16 Fig. 14 Fig. 15
Fig. 18 Fig. 17
5) HN017801 – Open Credits / Debits / RGA’s
• Report all OPEN debit(s), credit(s), and/ or return good authorization(s) that
were initiated for the prior day.
• This Routine is utilized to allow the User to view open debit(s), credit(s) and/or
return good authorization(s) through a selection criterion / report format. The
selection criterion result(s) are then published / displayed through either Adobe
Acrobat [report type = ‘S’] or MS Excel [report type = ‘X’].
• The selection criteria [entered in a From and To format], for viewing open
credit(s), debit(s), and/or RGA(s), include the following: customer number (Fig.
19 below), create / order date (Fig. 20 below), credit manager (Fig. 21 below),
order type [C = Credit, D = Debit, R = RGA, A = ALL (mandatory entry)]
(Fig. 22 below), memo type [i.e. from Problem Tracking] (Fig. 23 below),
customer category (Fig. 24 below) and the reason code [i.e. the price adjustment
reason code from the HN0106 Routine] (Fig. 25 below).
• After the selection criteria has been entered within window 1 of this Routine:
page down to window 2 of the Routine, press tab / enter to the report type field
(Fig. 26 below) and enter the appropriate report type [i.e. S = Screen and/or X =
Excel]. Press the Printer Icon for results to be published.

Fig. 19 Fig. 20 Fig. 21 Fig. 22 Fig. 23 Fig. 24
Fig. 26
Fig. 21 Fig. 22 Fig. 19 Fig. 20 Fig. 24 Fig. 23 Fig. 25

6) HN017802 – Late Order Summary
• Report all OPEN Order(s) that are at least one day past their requested ship date
by either DSC [i.e. warehouse] or Bill-To Customer Number.
• This Routine is utilized to allow the User to view open Order(s) through a
selection criterion / report format. The selection criterion result(s) are then
published / displayed through either Adobe Acrobat [report type = ‘S’] or MS
Excel [report type = ‘X’].
• The selection criteria / input parameters [entered in a From and To format], for
viewing a count of open / late Order(s) include the following: category of trade
(Fig. 26 below), customer category (Fig. 27 below), order class (Fig. 28 below),
bill-to (Fig. 29 below), sell-to (Fig. 30 below), requested ship dates (Fig. 31
below), DSC (Fig. 32 below), sort by: bill-to / DSC [1 = sort by Bill-to / 2 = sort
by DSC (mandatory entry)] (Fig. 33 below), requested ship-date sort: OH /
Ship Header [1 = sort by Order Header requested ship-date / 2 = sort by Ship
Header / Line Detail requested ship-date (mandatory entry)] (Fig. 34 below),
display Orders > 14 days? [‘Y’(es) / ‘N’(o) (mandatory entry)] (Fig. 35
below).
(Fig. 36 below) and enter the appropriate report type [i.e. S = Screen (S is
automatically defaulted) and/or X = Excel]. Press the Printer Icon for results
to be published.
Fig. 34 Fig. 35
Fig. 36

Fig. 26 Fig. 27 Fig. 28 Fig. 35
Fig. 29 Fig. 32
Fig. 30

7) HN017803 – Store Roster by Prime DSC
• This Routine is utilized to allow the User to view SW Store / Customer Roster(s)
by DSC, including any alternate addresses (Fig. 40 below), through a selection
criterion / report format. The selection criterion result(s) are then published /
displayed through either Adobe Acrobat [report type = ‘S’] or MS Excel [report
type = ‘X’].
viewing SW Store / Customer Roster(s) by DSC include the following: category
of trade (Fig. 36 below), customer category [review list provided through the
Desk-Side Reference section of the AOM On-line Training Manual] (Fig. 37
below), and DSC (Fig. 38 below).
• NOTE: Although this Report was designed for SW Store(s), this report can be
utilized to receive roster results against any customer category / DSC
combination.
Fig. 36 Fig. 37 Fig. 38
Fig. 39

Fig. 36 Fig. 37 Fig. 38
Fig. 40
8) HN017804 – Stores’ Star Order Punch Days

• This Routine is utilized to allow the User to view SW Store punch days by DSC
/ Sell-to Customer [combination] through a selection criterion / report format.
The selection criterion result(s) are then published / displayed through either
Adobe Acrobat [report type = ‘S’] or MS Excel [report type = ‘X’].
viewing SW Store punch days by DSC / Sell-to Customer [combination] include
the following: DSC (Fig. 41 below), sell-to customer (Fig. 42 below), day [SW
Store punch day MUST be entered as From: 1 (Monday) To: 7 (Sunday)] (Fig.
43 below), and customer category [review list provided through the Desk-Side
Reference section of the AOM On-line Training Manual (mandatory entry)]
(Fig. 44 below).

Fig. 41 Fig. 42
Fig. 44 Fig. 43
Fig. 45
Fig. 44 Fig. 41 Fig. 42 Fig. 43

9) HN017805 – Backorder / Cancellation Order
• This Routine is utilized to allow the User to view backordered and/or cancelled
order line quantities through a selection criterion / report format. The selection
criterion result(s) are then published / displayed through either Adobe Acrobat
[report type = ‘S’] or MS Excel [report type = ‘X’].
viewing backordered and/or cancelled order line quantities include the
following: category of trade (Fig. 46 below), customer category (Fig. 47 below),
order class (Fig. 48 below), DSC (Fig. 49 below), ship-to customers [i.e. sell-to
customer(s)] (Fig. 50 below), part numbers (Fig. 51 below), backorder / cancel
date (Fig. 52 below), sort option [i.e. sort by: 1 = part number, 2 = warehouse /
DSC, and 3 = AOM Order Number (mandatory entry)] (Fig. 53 below).
(Fig. 54 below) and enter the appropriate report type [i.e. S = Screen (S is
automatically defaulted) and/or X = Excel]. Press the Printer Icon for results
to be published.
Fig. 48 Fig. 49 Fig. 50
Fig. 53 Fig. 52 Fig. 51
Fig. 54

Fig. 46 Fig. 47 Fig. 48
Ordered B/O Qty. Cancel

Qty. Qty.
Fig. 49 Fig. 51 Fig. 50 Fig. 52
10) HN018801 – Customer Orders
• This Routine contains all the Routine(s) used to query Order Header(s) or Order
Line(s) within an Order.
[reference: Data Retention Schedule], within the Customer Orders screen, while
active in Search Criteria Mode.

• Page 1 of this Routine will allow the User to perform Search(s) on all of the
field(s) found on the Primary Order Header of HN0101 but, this Routine also
allows Search(s) within the following fields that HN0101 does NOT: SW
invoice number (Fig. 53 below), warehouse (Fig. 54 below), shipment header
number (Fig. 55 below), order type [i.e. standard order, rapid order, debit, credit,
and/or stock transfer] (Fig. 56 below), alternate address / ship-to override
address (Fig. 57 below) customer order date (Fig. 58 below) , terms of shipment
(Fig. 59 below), terms of payment (Fig. 60 below), and by order status (Fig. 61
below).
• Page 2 of this Routine [i.e. Press the Page Up / Down key(s) to move between
all possible page(s)] will allow the User to perform Order Line / product related
Queries and/or Searches as it relates to a specific customer Order. This page
provides the following information: ordered quantities (Fig. 62 below), reserved
[soft reserved and/or allocated] quantities (Fig. 63 below), shipped quantities
(Fig. 64 below) and the Order Line status code (Fig. 65 below).
• NOTE: HN0101 and HN018801 will populate the Order history for 14 calendar
days. Order(s) will go to history [i.e. HN018805] in 14 calendar days after
TOTAL Order invoice or TOTAL Order void / cancellation.
Fig. 53
PAGE ONE
Fig. 54 Fig. 55 Fig. 56
Fig. 57
Fig. 59 Fig. 58
Fig. 61 Fig. 60

PAGE TWO
Fig. 62 Fig. 63 Fig. 64

Fig. 65
11) HN018805 – Order Query, History
• This Routine allows the User to recall and view saved Order HISTORY
information [reference: Data Retention Schedule], within the Customer Orders
screen, while active in Search Criteria Mode.
• NOTE: HN018805 will populate the Order history for 365 calendar days.
Order(s) will go to the HN018805 – Order Query, History Routine in 14
calendar days after TOTAL Order invoice or TOTAL Order void /
cancellation.
• This is the same information displayed in the HN018801 – Customer Orders
Routine – for Customer Order(s) in the Order File. User(s) can utilize the same
search criteria provided / described through the above HN018801 – Customer
Orders Routine explanation [Fig(s) 53-65 above / below].

Fig. 53
PAGE ONE
Fig. 54 Fig. 55 Fig. 56
Fig. 57
Fig. 59 Fig. 58
Fig. 61 Fig. 60
PAGE TWO
Fig. 62 Fig. 63 Fig. 64

Fig. 65

12) HN018831 – Uninvoiced Orders
• This Routine is utilized to display all the Order(s) (Fig. 66 below) with
Uninvoiced Order Line(s) (Fig. 67 below) for a particular Customer [i.e. Sell-to
Customer Number] (Fig. 68 below). The Order(s) are displayed in order of
ascending ship dates (Fig. 69 below).
• Enter a date in the requested ship date field (Fig. 70 below) to limit the search to
Uninvoiced Order(s) with a ship date from that date onward and/or enter a date
in the to field (Fig. 71 below) to limit the search to a certain period of time.
• NOTE: The User can exit to the HN018832 – Invoiced Orders Routine, via F6,
in the upper dialog. The User can exit to the HN018801 – Customer Orders
Routine, via F7, in the lower dialog.
• NOTE: The non-invoiced Order(s) field (Fig. 72 below) will capture the total
amount of Order(s), for this particular Customer, that exist within this Routine.
The total amount may / can capture multiple shipment(s) on a particular
Uninvoiced Order.
Fig. 68 Fig. 70 Fig. 71 Fig. 72
Fig. 69 Fig. 66 Fig. 67

13) HN018833 – Order per Product
• This Routine displays the Uninvoiced Order(s) [i.e. 601 (Not Reserved)
through 790 (Shipped Confirmed)] (Fig. 73 below) in which a particular product
is included (Fig. 74 below). Order(s) are displayed by requested date (Fig. 75
below), with the latest date first. Within the same date, the highest order number
is displayed first.
• Searching can be done for a specific product and single Customer Order or for
ALL Customer Order(s) [as shown below].
• NOTE: If the User only enters the product [i.e. search for ALL the Customer
Order(s)], the customer name (Fig. 76 below), sell-to customer number (Fig. 77
below) and city (Fig. 78 below) of the Order will be displayed.
• Other features / attributes of this Routine include the following: the InAWCS
indicator (Fig. 79 below), the sourcing / shipping location (Fig. 80 below), the
line number in which the product resides [within the specific Order] (Fig. 81
below), the customer order / acknowledged ship dates (Fig. 82 below), the order
/ reserved quantities (Fig. 83 below), the order type [61 = regular Order
(HN0101) / 60 – stock transfer Order (HI0207)] (Fig. 84 below), and the order
line status (Fig. 85 below).
Fig. 74

• NOTE: The User can exit to the HN018801 – Customer Orders Routine, via F6,
when the cursor is in the lower dialog.
14) HN019901 – Open Orders [Report]
• This report shows the current Order(s) on hand [i.e. Order(s) and Order Line(s)]
according to a specified range. Only Order Line(s) with an Order status
lower than 900 are displayed.
• NOTE: Canceled [989 = Canceled in Warehouse], Voided [990 = Cancelled]
and/or Invoiced [961 = Standard Invoiced and Ready] Order Line(s) are,
therefore, NOT shown on the Open Order Report.
• NOTE: Only the Order Line(s) included in the selection criteria are shown for
an Order. The Order may contain several Order Line(s) with alternative status
code(s) and/or shipping date(s).
viewing Open Order(s) include the following: selling hold? [i.e. majority of the
time – mark ‘N’], credit hold? [i.e. majority of the time – mark ‘N’], sales
manager (Fig. 86 below), customer number (Fig. 87 below), customer order
number (Fig. 88 below), order type (Fig. 89 below), line status (Fig. 90 below),
sourcing location (Fig. 91 below), shipping location (Fig. 92 below),
acknowledged ship date (Fig. 93 below), order class (Fig. 94 below) and sort
[sort by: 1 = Order Number / 2 = Customer Number (mandatory entry)] (Fig.
95 below).
• NOTE: This Routine can be utilized for the viewing of Open Order(s) that
relate to the following Order Type(s):
1. Relabel Order(s): equal customer number and shipping location, a 700 order
line status, and an order type of 60 (ONE below).
2. Stock Transfer Order(s): the customer number equals the to warehouse, a 630
[i.e. pending] or 700 [i.e. shipped] order line status, and an order type of 60
(TWO below).
3. Credit / Debit Orders: enter a specific customer number and/or range of
customer number(s), the order type equals from 80 [i.e. debit] to 82 [i.e.
credit] (THREE below).
4. Orders shipping from non-AWCS sites: order type equals 61, line status
equals 630 to 640, and ship location equals non-AWCS sites (FOUR below).
5. Order(s) shipping from AWCS sites (see the AOM Appendix chapter).

Fig. 89 Fig. 90 Fig. 91 Fig. 92
ONE
Fig. 96 Fig. 95 Fig. 94 Fig. 93
ONE
Fig. 87 Fig. 91 Fig. 92 Fig. 86 Fig. 88 Fig. 90 Fig. 89 Fig. 94 Fig. 93
To view the ‘FROM’ sku and

the Re-Label Due Date – run
the HI027701 Routine.

Fig. 89 Fig. 90 Fig. 91 Fig. 92
TWO
Fig. 96 Fig. 95 Fig. 94 Fig. 93
TWO
The Stock Transfer Order(s) can be viewed by

line through the HI0207 – Stock Transfer
Routine or by status through the IVAN and/or
the HI0106 – Query Prod/Availability
Routine.

Fig. 89 Fig. 90 Fig. 91 Fig. 92
THREE
Fig. 96 Fig. 95 Fig. 94 Fig. 93
THREE
The Debit / Credit Order(s) can be viewed by

line through the HN0106 – Price Adjustment
Order Routine.

Fig. 89 Fig. 90 Fig. 91 Fig. 92
FOUR
Fig. 96 Fig. 95 Fig. 94 Fig. 93
FOUR
The Non-AWCS Order(s) can be viewed by

line through the HN0101 – Standard Order
Routine.

15) HN028801 – Released Orders
• The User can utilize this Routine to provide information about Released
Order(s).
• The Routine displays [for each Order (Fig. 97 below)] which Order Line(s) are
released (Fig. 98 below) [i.e. a ‘0’ (Fig. 99 below) indicates all Order Line(s)],
when the Order and/or Order Line(s) were held [with date and time] (Fig. 100
below), the reason for the hold (Fig. 101 below), when the Order and/or Order
Line(s) was/were released [with date and time] (Fig. 102 below), and who
released the Order and/or Order Line(s) (Fig. 103 below).
• NOTE: The following Hold(s) can occur in the Order process – EDI Order
hold(s), Price hold(s), Warehouse [i.e. Phase 2 / Unforcasted] and/or other Order
[i.e. Duplicate PO / Max Quantities] hold(s), and Credit hold(s).
Fig. 97
Fig. 98 Fig. 99
Fig. 101 Fig. 100 Fig. 102 Fig. 103

16) HN029901 – Hold Reasons per Order
• The User can utilize this Routine to print / view ALL hold reason(s) for each
Order. The User can create report(s) of hold reason(s) per Customer Order
using this Routine.
viewing Hold Reasons per Order include the following: business unit [CG for
LE 2 and CCG for LE 3 (mandatory entry)] (Fig. 104 below), order number
(Fig. 105 below), and hold date (Fig. 106 below).
(Fig. 107 below) and enter the appropriate report type [i.e. S = Screen and/or X
= Excel]. Press the Printer Icon for results to be published.
Fig. 104 Fig. 105 Fig. 106
Fig. 107

Fig. 105 Fig. 106
17) HN0813 – Credit Held Customer Orders
• This Routine displays each Order manually or automatically placed on Credit

Hold due to lack of credit, insufficient payments or other factors that affect the
Customer(s) credit rating. Once released from credit related hold(s) the Order
and Order Line(s) will release to the shipping warehouse.
• This Routine allows the User to either view Order(s) held on Credit Hold (Fig.
109 below) by the individual Credit Manager responsible for the account
[obtained from Order Entry or Credit Profile screens] (Fig. 108 below) or, if the
User does not know the Credit Manager responsible for maintaining the
Customer account, by a view that shows ALL Order(s) on Credit Hold.
• NOTE: To view all Order(s) on Credit Hold – Move cursor to the Credit
Manager, delete the field, Page Down into the Line Detail Level to view ALL
POSTS [all Order(s) currently held on Credit Hold].

Fig. 109 Fig. 108
• NOTE: While at the Line Detail Level, enter Search Criteria Mode, and insert
any of the following Order criteria to Search / Find specific Credit Held
Order(s): order number, Bill-to customer number, Bill-to customer name, Sell-to
customer number, Sell-to customer name.
• NOTE: While highlighted on a specific Order Number (reference: Fig. 109
above), the User can exit to the Payment Profile window, via F7 or the User can
exit to the Hold Flag window, via F8.
18) HN089901 – Credit Held Orders
• The User can utilize this Routine to print / view credit hold reason(s) for each
Order. The User can create report(s) of credit hold reason(s) per Customer
Order using this Routine.
viewing Credit Hold Reasons per Order include the following: A/R group
[always a ‘2’ (mandatory entry)] (Fig. 110 below), the bill-to customer number
(Fig. 111 below), and the sell-to customer number (Fig. 112 below).

(Fig. 113 below) and enter the appropriate report type [i.e. S = Screen and/or X
= Excel]. Press the Printer Icon for results to be published.
Fig. 110 Fig. 111 Fig. 112
Fig. 113

Fig. 111 Fig. 112
19) HJ027703 – SW Bill of Lading Maintenance
• This Routine allows the User to Search / Find processed Bills of Lading. The
User will need to know the Bill of Lading Number (Fig. 114 below) in order to
Search / Find the BOL information within this Routine.
• NOTE: The User can obtain the BOL Number from the Order, on the Order
Line, in the HN0101 – Standard Order Routine.
• Page 1 of this Routine will allow the User to view the following BOL attributes:
ship date (Fig. 115 below), customer number (Fig. 116 below), pieces (Fig. 117
below), weight (Fig. 118 below), number of pallets (Fig. 119 below), ship-from
location (Fig. 120 below), ship-to location (Fig. 121 below), ship / freight terms
(Fig. 122 below), delivering SCAC code (Fig. 123 below), delivery instructions
(Fig. 124 below), and [if entered] the PRO number (Fig. 125 below).

• NOTE: From window 1, the User can verify the Order / Shipment number(s),
per that specific BOL, via the F6 Shipments window.
• Page 2 of this Routine [i.e. Press the Page Up / Down key(s) to move between
all possible page(s)] will allow the User to view specific bill of lading / freight
information. This page provides the following information: freight class (Fig.
126 below), hazard freight indicator (Fig. 127 below), and freight code
description (Fig. 128 below.
• NOTE: HJ027703 will populate the BOL history for 14 calendar days. BOL(s)
will go to history [i.e. HJ027704] in 14 calendar days after all Order(s) /
Shipment(s) on the BOL has / have shipped.
Fig. 116 Fig. 118
PAGE ONE Fig. 114 Fig. 115 Fig. 117 Fig. 119
Fig. 122 Fig. 123 Fig. 120 Fig. 121
Fig. 124 Fig. 125

PAGE TWO
Fig. 126 Fig. 127 Fig. 128
20) HJ027704 – SW View Bill of Lading History
• This Routine allows the User to recall and view saved BOL HISTORY
information [reference: Data Retention Schedule while active in Search Criteria
Mode.
• NOTE: HJ027704 will populate the BOL history, specific to those Order(s) /
Shipment(s), for 365 calendar days. Order(s) will go to the HJ027704 – SW
View Bill of Lading History Routine in 14 calendar days after all Order(s) /
Shipment(s) on the BOL has / have shipped.
• This is the same information displayed in the HJ027703 – SW Bill of Lading
Maintenance Routine. User(s) can utilize the same search criteria provided /
described through the above HJ027703 – SW Bill of Lading Maintenance
Routine explanation [Fig(s) 114-128 above / below].

AOM Inquiries
Order Release
1) HN020101 – Release Queue: Warehouse
• The User will utilize this Routine to release the Order(s) and the Order Line(s)
in the / from the Warehouse-Release Queue to Reservation. Also use this
Routine to display the information for the Order(s) and the Order Line(s) on
hold for / from product reservation.
• NOTE: The ZZ1916 – Release Queue per Hold Reason Routine, describes the
reasons for hold(s) that are handled in each of the respective release queue(s).
• The Users own Business Unit (Fig. 1 below) is displayed as the default value
[i.e. CG = Consumer Group / CCG = Canadian Consumer Group].
• The User can select whether they want to see the Order(s) for a specific hold
reason or all of the reasons through the Hold Value field [i.e. to view all – blank
out the Hold Value field] (Fig. 2 below).
• NOTE: The Hold Value(s) for this Routine include the following (see below):
070 – Hold at Warehouse, see HA0110 and 083 – Max Order Line Qty
Exceeded.
• A line is displayed in the dialog [i.e. lower window] for each Order on hold.
The Order(s) are sorted and displayed according to the requested ship date (Fig.
3 below). The User will release the entire Order through the Order Release field
(Fig. 4 below).
• NOTE: The User can Search / Find Order(s) on Order Hold, through the lower
window, with the following known Order information: order number (Fig. 5
below), customer number [i.e. sell-to customer number] (Fig. 6 below), sell-to
customer name (Fig. 7 below), customer purchase order number (Fig. 8 below),
and the requested ship date.
• NOTE: An asterisk [i.e. *], to the right of the release field (Fig. 9 below),
indicates that the Hold is at the Order Line level.
• NOTE: If an asterisk is present, The User can press the page down key to access
an additional window in order to specify specific Order Line(s) to release from
hold.
Advanced Order Entry – AOM Inquiries: Order Release.doc 204

• NOTE: The User can view the Order, from within this Routine, through the
right-click Order Query [OR F7] selection.
Fig. 1 Fig. 2
Fig. 3 Fig. 4
2) HN020102 – Release Queue: Customer
• The User will utilize this Routine to release the Order(s) and the Order Line(s)
in the / from the Customer-Release Queue to Reservation. Also use this
Routine to display the information for the Order(s) and the Order Line(s) on
hold for / from product reservation.

030 – Duplicate Order, 080 – Max Order Weight / Volume Exceeded, 092 –
Price List Hold, 093 – Manual Price Hold, 101 – EDI Hold all Orders, 300 –
Manual Order Hold, and 310 – Manual Order Line Hold.
12 below). The User will release the entire Order through the Order Release
field (Fig. 13 below).
customer name (Fig. 16 below), customer purchase order number (Fig. 17
below), and the requested ship date.
hold.

Fig. 10 Fig. 11
Fig. 12 Fig. 13
3) HN020105 – Manual Price Approval [Price Dept. access ONLY]
• The Pricing Department will utilize this Routine to release the Order(s) and the
Order Line(s) in the / from the Manual Price Approval Release-Queue to
Reservation. Also use this Routine to display the information for the Order(s)
and the Order Line(s) on hold for / from product reservation.
090 – Manual Price-Approval Needed.

21 below). The User will release the entire Order through the Order Release
field (Fig. 22 below).
customer name (Fig. 25 below), customer purchase order number (Fig. 26
below), and the requested ship date.
hold.
Fig. 19 Fig. 20
Fig.21 Fig. 22

4) HN0801 – Authorize Credit Held Orders [Credit Dept. access ONLY]
• The Credit Department will utilize this Routine (see below) to release the
Order(s) and the Order Line(s) in the / from the Credit Release-Queue to
Reservation. Also use this Routine to display the information for the Order(s)
and the Order Line(s) on hold for / from product reservation.
010 – Automatic Credit Hold-Limit, 011 – Manual Credit Hold, 012 – Credit
Profile, 013 – Low Gross Margin, 014 – Advance Payment, 015 – Credit Check
Date Passed, 016 – Last Invoice Date, 017 – Automatic Credit Hold-Risk, 050 –
Terms of Payment, 051 – Terms of Payment Promotion, and 100 – Approval
Required.
• NOTE: For further explanation and understanding of the HN0801 – Authorize
Credit Held Orders Routine please review the CFS – Credit Managers Section /
Tab [i.e. p. 12-18] of the AOM Users On-line Training Manual.

5) HN027701 – SW Mass EDI Hold Release
• Customer Service and/or Product Planning will utilize this Routine (see below)
to release ONLY EDI 101 Order Hold(s). The Order and the Order Line(s)
MUST BE WITHIN the Ship Reservation Window in order for the EDI held
Order to be released utilizing this Routine.
• NOTE: The Hold Value(s) for this Routine include the following: 101 – EDI
Hold all Orders.
• NOTE: For further explanation and understanding of the HN027701 – SW
Mass EDI Hold Release Routine please review the Basic Order Entry Section /

6) HJ027702 – SW Mass EDI Hold Release
• Customer Service and/or Product Planning will utilize this Routine (see below)
to release ONLY EDI 101 Order Hold(s). The User will utilize this Routine
when releasing EDI held Order Line(s) that are OUTSIDE the Ship Reservation
Window.
• NOTE: The Hold Value(s) for this Routine include the following: 101 – EDI
Hold all Orders.
• NOTE: For further explanation and understanding of the HJ027702 – SW Mass
EDI Hold Release Routine please review the Basic Order Entry Section / Tab
[i.e. p. 132-133] of the AOM Users On-line Training Manual.

7) HJ027701 – SW AWCS Force Down
• The User will utilize this Routine (see below) in an instance that a(n) Order /
Shipment, that has a Requested Ship Date that is outside the Ship Reservation
Window [i.e. current day + 2], needs to be forced to AWCS early for some
business purpose.
AWCS on an Order by Order / Shipment by Shipment basis [i.e. ONE at a
time].
• NOTE: For further explanation and understanding of the HJ027701 – SW
AWCS Force Down Routine please review the Advanced Order Entry Section /

8) HJ027705 – SW Mass Void
• This Routine (see below) will give the User the ability to delete / void all
Order(s), in mass, with one transaction rather than deleting / voiding Order(s)
and/or Order Line(s) individually.
• When the InAWCS Order Line status = Blank, this means the Order / Order
Line(s) have not been sent to AWCS, or the Order Line(s) have been
backordered, or that a shipment has been backed out of AWCS. These Order(s)
/ Shipment(s) can be deleted / voided if selected.
Void Routine please review the Basic Order Entry Section / Tab [i.e. p. 165-
169] of the AOM Users On-line Training Manual.

9) HJ027706 – SW Mass Change
• This Routine (see below) will give the User the ability to modify / change all
Order(s), in mass, with one transaction rather than modifying / changing
Order(s) and/or Order Line(s) individually.
• When the InAWCS Order Line status = Blank, this means the Order / Order
Line(s) have not been sent to AWCS, or the Order Line(s) have been
backordered, or that a shipment has been backed out of AWCS. These Order(s)
/ Shipment(s) can be modified / changed if selected.
Change Routine please review the Basic Order Entry Section / Tab [i.e. p. 170-
178] of the AOM Users On-line Training Manual.

10) ZE2021 – EDI 850 Error Correction
• This Routine (see below) will give the User the ability to correct any error(s)
and/or hold(s) that exist on Customer(s) EDI Transaction(s).
• The basic procedure is to correct any error(s) and/or hold(s) [through the
ZE2021 Routine], modify and/or adjust the Order accordingly [through the
HN0101 Routine] release the Order from EDI 101 Order Hold [through the
HN020102, HN027701, or HJ027702 Routine(s)] if applicable, and verify the
release [through the ZZ0101 Routine].
• NOTE: For further explanation and understanding of the ZE2021 – EDI 850
Error Correction Routine please review the Basic Order Entry Section / Tab [i.e.
p. 91-136] of the AOM Users On-line Training Manual.

AOM Inquiries
Order Invoice
[reference: Data Retention Schedule], within the Standard Order screen, while
active in Search Criteria Mode.
• To view / find and invoice number while in the HN0101 – Standard Order
Routine [i.e. the Order and Order Line Status (Fig. 1 below) must = 961] right-
click on the Order Line and choose ‘Detailed Order Line’ [or Shift + F8] to view
the Detailed Order Line Window (as shown below).
• The invoice number (Fig. 2 below) that the invoice date (Fig. 3 below) will be
displayed within the Detailed Order Line Window for that specific Order Line
selected.
Fig. 1
Fig. 1
Fig. 1
Fig. 2
Fig. 3
Advanced Order Entry – AOM Inquiries: Order Invoice.doc 216

2) HN018832 – Order Query Invoiced
• This Routine is used to display all the Order(s) with invoiced Order Line(s) for
the requested Customer. This Routine displays the invoiced Order(s) [i.e.
displaying all Order Line(s)] for the requested Customer.
• The User, while in Search Criteria Mode, will enter the Sell-to Customer
Number within the CustNo field (Fig. 4 below), will press the Find Icon to find
the Sell-to Customer Number, and will press the Page Down key to view the
displayed invoice(s) for that specific Customer.
• Invoice(s) are displayed by invoice date (Fig. 5 below), with the latest date [i.e.
most recent] first. Within the same invoice date, the highest invoice number is
displayed first.
• Along with the invoice date, the lower window also displays the following
information: the invoice number (Fig. 6 below), the order number (Fig. 7
below), the actual order ship date (Fig. 8 below), the order line number on the
order / invoice (Fig. 9 below), and the order line / invoice amount (Fig. 10
below).
• NOTE: The User can access this Routine from the HN018831 – Uninvoiced
Orders Routine.
Fig. 4

3) HN098802 – Generated Customer Invoices
• All the invoiced Order(s) and/or Order Line(s) can be searched for within this
Routine [reference: Data Retention Schedule]. These may include normal
invoice(s), consolidated invoice(s) and/or credit notes(s). For Order(s) with
different terms of payment for the Order Line(s), one invoice is printed for each
terms of payment.
• Page 1 of this Routine displays information about the whole invoice at the top of
the dialog in the invoice header. The User can search for a current invoice by:
bill-to (Fig. 11 below) or sell-to customer number (Fig. 12 below), invoice
number (Fig. 13 below), order number (Fig. 14 below), the customer purchase
order number (Fig. 15 below), placer/taker (Fig. 16 below), customer order date
(Fig. 17 below), order type (Fig. 18 below), invoice type (Fig. 19 below),
invoice date (Fig. 20 below), invoice due date (Fig. 21 below), terms of payment
(Fig. 22 below), and/or sales manager (Fig. 23 below).
• NOTE: HN098802 will populate the invoice history for 360 calendar days.
Invoice(s) will go to history [i.e. HN098805] after 360 calendar days.
Invoice(s) will be purged from history [i.e. HN098805] in 999 calendar days
[approx. 3 years].

PAGE ONE
Fig. 20
Fig. 14
Fig. 21
Fig. 17 Fig. 16 Fig. 15

Fig. 22
Fig. 23

• NOTE: The User can access additional Order Line dialog by pressing the Page
Down key, from page 1 of the Routine, in order to access the invoice / Order
Line detail(s).
PAGE TWO
4) HN098805 – Generated Customer Invoices in History
• Use this query Routine to gain access to a large quantity of HISTORICAL

INFORMATION on invoiced Order(s) without the normal invoice tables
becoming too big.
• The information corresponds to the information obtained from invoice printout
and that in the HN098802 – Generated Customer Invoices Routine. The
difference is that the information here is retrieved from history tables.
• This is the same information displayed in the HN098802 – Generated Customer
Invoices Routine – for Customer invoice(s) in the invoice file. User(s) can
utilize the same search criteria provided / described through the above
HN098802 – Generated Customer Invoices Routine explanation [Fig(s) 11-23
above / below].

• NOTE: HN098805 will populate the invoice history for 999 calendar days.
Invoice(s) will go to history [i.e. HN098805] after 360 calendar days.
Invoice(s) will be purged from history [i.e. HN098805] in 999 calendar days
[approx. 3 years].
PAGE ONE
No invoice
history when
training script
was created.
5) HN098806 – Trace Customer Invoice Lines
• The User can utilize this Routine to trace Customer invoice Order Line(s). The
User can also view, if applicable, return(s) and/or adjustment(s).
• In the result from a query, the User can see invoice(s), return(s), and/or
adjustment(s) done to invoice(s) for selected product (Fig. 24 below), sell-to
customer number (Fig. 25 below) and/or currency (Fig. 26 below).
• NOTE: The User MUST enter a product number and a sell-to customer number
in order to utilize this Routine. After the product / customer number has been
entered, press the Page Down key and Find the result(s).
• The lower dialog displays the following invoice / order line information: order
type (Fig. 27 below), order number (Fig. 28 below), invoice number (Fig. 29
below), original order number (Fig. 30 below), original invoice number (Fig. 31
below), customer purchase order number (Fig. 32 below), order quantity (Fig.
33 below), price per product (Fig. 34 below), and order line / invoice total (Fig.
35 below).

• NOTE: For Order Line(s) according to Customer return(s) and price
adjustment(s) [i.e. credit(s)], the fields for Quantity and LineTotal (Fig 33 and
35 below) will be presented as negative values (-).
• NOTE: Quantities regarding to price adjustment(s) will be marked with an
asterisk (*).
Fig. 24 Fig. 25 Fig. 26
• NOTE: Right-click and select Invoice (or F7) to run and/or access the
HN098802 – Generated Customer Invoices Routine.
• NOTE: Right-click and select Detailed Invoice Line (or F6) to access the
Detailed Invoice Row Window (as shown below).
• NOTE: Right-click and select Price Information (or F8) to access the Price
Window.
• NOTE: HN098806 will populate the invoice Order Line history for 360
calendar days. Invoice Order Line(s) will go to history [i.e. HN098807]
after 360 calendar days. The invoiced Order Line(s) will be apart of
BOTH HN098806 and HN098807 for 360 calendar days. Invoice Order
Line(s) will be purged from history [i.e. HN098807] in 999 calendar days
[approx. 3 years].

6) HN098807 – Trace Customer Invoice Lines including History
• This Routine is used to trace Customer invoice Order Line(s) [i.e. query Routine
for return(s) and/or adjustment(s) connected to CURRENT AND HISTORIC
invoice(s).
• This is the same information displayed in the HN098806 – Trace Customer
Invoice Lines Routine – for Customer invoice Order Line(s) in the invoice file.
User(s) can utilize the same search criteria provided / described through the
above HN098806 – Trace Customer Invoice Lines Routine explanation [Fig(s)
24-35 above / below].
• NOTE: Right-click and select Invoice (or F7) to run and/or access the
HN098805 – Generated Customer Invoices in History Routine.
• NOTE: Right-click and select Detailed Invoice Line (or F6) to access the
Detailed Invoice Row Window (as shown below).
• NOTE: HN098807 will populate the invoice Order Line history for 999
calendar days. Invoice Order Line(s) will go to history [i.e. HN098807]
after 360 calendar days. The invoiced Order Line(s) will be apart of
BOTH HN098806 and HN098807 for 360 calendar days. Invoice Order
Line(s) will be purged from history [i.e. HN098807] in 999 calendar days
[approx. 3 years].

Appendix:
Printing
How do I print an AOM Order?
• Open Order(s) can be printed through the HN019901 – Open Orders Routine.
The User enters the known data element(s) that are apart of the Order and then
lets AOM do the work.
• This Routine allows the User to view “Open” Order(s) that are in a 600 through
790 Order Line Status.
Enter the Order Number to

view any “open” Order
Line(s) that have not been
invoiced to date.
• Once Invoiced, AOM Order(s) can be queried and reviewed through the
Invoice Inquiry Routine(s) or can be accessed through OnBase.
Advanced Order Entry – Appendix: How do I print an AOM Order.doc 223

• Open Order(s) can also be viewed / printed through the HN0108 – Print Order
Acknowledgement Routine.
• The User finds the Order in which to print an order acknowledgement (Fig. 1
below) and this Routine can be utilized (Fig. 2 below) for the viewing / printing
of an order acknowledgement (Fig. 3 below) prior to that Order being shipped
[i.e. Order updated to 790].
Fig. 1
Fig. 2

Fig. 3
• This Routine is still in development for future [i.e. QAD] utilization.

Appendix (continued):
Finding Shipping Information
How do I find assorted shipping and invoicing information?
Are the following data
element(s) found on AOM ORDER: AOM BOL: AOM INV:
Definition:
the Order, BOL, and/or
the Invoice (OnBase)
HN0101 HJ027703 OnBase
Total sum of the
YES – ORDER
ORDER Customer’s Order
HEADER; PRICING NO NO
QUANTITY Quantity from each
RIGHT-CLICK
Order Line.
Based off of YES – ORDER
conversion factor and HEADER; PRICING
GALLON the statistical unit of RIGHT-CLICK NO NO
COUNT measure for that (formerly the Volume
product (HA0103). field)
Number of pickable
PIECE units. Also known as NO
YES – BOL HEADER YES – ON INVOICE
COUNT (WINDOW 1) AND IN ONBASE
the Carton Count.
Total sum of the
YES – ORDER
ORDER Customer’s Order
HEADER; PRICING
YES – BOL HEADER YES – ON INVOICE
WEIGHT Quantity Weight from (WINDOW 1) AND IN ONBASE
RIGHT-CLICK
each Order Line.
Number of pallets for
PALLET the Order / Shipment NO
YES – BOL HEADER
NO
COUNT (WINDOW 1)
combination
Sherwin-Williams YES – SHIP-TO
Invoice Number for ADDRESS WINDOW
SW INVOICE Store Shipment(s) (PAGE 2 / BOX 4). NO
YES – ON INVOICE
NUMBER AND IN ONBASE
SEARCH THROUGH
HN018801.
Bill of Lading Number YES – BOL HEADER
YES – LINE DETAIL;
for the Shipment (WINDOW 1);
DETAILED ORDER
QUERY BY WHSE,
BOL LINE RIGHT-CLICK
CUST, SHIP DATE
YES – ON INVOICE
NUMBER FOR THAT AND IN ONBASE
THEN RIGHT-CLICK
SPECIFIC ORDER
AND CHOOSE APPR
LINE (SHIPMENT)
SHIPMENT (ORDER)
Pro Number for the YES – LINE DETAIL;
Shipment DETAILED ORDER
PRO LINE RIGHT-CLICK YES – BOL FOOTER YES – ON INVOICE
NUMBER FOR THAT (WINDOW 2) AND IN ONBASE
SPECIFIC ORDER
LINE (SHIPMENT)
Invoice Number for a YES – LINE DETAIL;
Shipment DETAILED ORDER
INVOICE LINE RIGHT-CLICK
NO
YES – ON INVOICE
NUMBER FOR THAT AND IN ONBASE
SPECIFIC ORDER
LINE (SHIPMENT)
The Pool Code for
AWCS Shipment(s).
YES – BOL FOOTER
POOL CODE Default code found in NO
(WINDOW 2)
NO
HA0502 / Additional
Customer Data.
Advanced Order Entry – Appendix: How do I find assorted shipping and invoicing information.doc 226
Order Summary & Invoice Information

Can I look up all my Customer(s) Orders; Open and Non-Shipped, Open and
Shipped, and Invoiced without scrolling through individual Order(s)? Along with the
previous information – Can I view by month (monthly summary)?
• THERE IS NOT A 4 & S[UMMARY] SCREEN IN AOM.
• The HN019901 – Open Order Routine will allow the User to generate online
AOM Report(s), created through the Adobe Acrobat Reader, to be accessed and
viewed on one’s personal PC. The following report(s) can be created by the
User that are Customer specific [this is just a sample]:
a) Open / Non-Shipped Order(s) [a date range can be included].

b) Open / Shipped-Non Invoiced Order(s) [a date range can be included].
c) Open / Non-Shipped Order(s) on Hold [a date range can be included].
d) Open / Debit(s) and Credit(s) [a date range can be included].
e) Open / Non-Shipped Order(s) on a 600 Manual Hold.
• Invoices are CLOSED Order(s) and must be queried / searched through

OnBase. Invoices can also be reviewed, one at a time, through several AOM
Routine(s).
• NOTE: Invoice(s) can be queried / searched, one at a time, through the
following Routine(s) within AOM: HN018832 – Invoiced Orders, HN098802 –
Generated Customer Invoices, HN098805 – Generated Customer Invoices in
History, HN098806 – Trace Customer Invoice Lines, and HN098807 – Trace
Customer Invoice Lines including History.
Advanced Order Entry – Appendix: How do I view Orders in different statuses within AOM.doc 227
a) Open / Non-Shipped Order(s) for Customer: 1015573
Order Line Status: 630 to capture the

AWCS processed Order(s) and 650,
660, 670, and 680 to capture the non-
AWCS [i.e. AOM] processed Order(s).
• Data Element(s) [as shown above]: Selling Hold = N, Credit Hold = N,

Customer Number (From and To) = 1015573, Line Status (From and To) = 630 /
680 [to capture AWCS and Non-AWCS Open / Non-Shipped Order(s)], Sort = 1
(by Order Number).
• Other Data Element(s) can be added as required.
b) Open / Shipped-Not Invoiced Order(s) for Customer: 1014936

AWCS processed Order(s) and the
non-AWCS [i.e. AOM] processed
Order(s).
• Data Element(s) [as shown above]: Selling Hold = N, Credit Hold = N,

Customer Number (From and To) = 1014936, Line Status (From and To) = 790 /
790 [to capture AWCS and Non-AWCS Open / Shipped-Non Invoiced
Order(s)], Sort = 1 (by Order Number).
c) Open / Non-Shipped Order(s) on Hold for Customer: 1015581

AWCS processed Order(s) and the
non-AWCS [i.e. AOM] processed
Order(s) that are on Hold [i.e. Order
Line(s) that have NOT RESERVED].
1) #4196; HOLD – Order is 3) #4998; HOLD – Order has / had 0 Stock

Outside the Ship Reservation Availability at the point of Order Entry.
Window [i.e. current day + 2]. Order Line(s) will either remortgage or
will cancel / backorder at the time of
shipment.
• Data Element(s): Selling Hold = N, Credit Hold = N, Customer Number (From

and To) = 1015581, Line Status (From and To) = 601 / 601 [to capture AWCS
and Non-AWCS Open / Non-Shipped Order(s) on Hold], Sort = 1 (by Order
Number).
• NOTE: The 601 [NOT RESERVED] Order Line Status, as entered in the
HN019901 – Open Order (Report) Routine, will capture the following Order
Line hold(s):
1) Order Line(s) that are outside the Ship Reservation Window (as shown
above) [i.e. an example of this logic would include those Order(s) that were
placed in suspense within CSS].
2) Order Line(s) that are on hold due to a Price related issue [i.e. manual
price hold and/or price list hold].
3) Order Line(s) that drop to AWCS with 0 Stock (as shown above) [i.e.
no product availability at order entry – product drops to AWCS with 0
stock with the intent of product remortgage or product cancel / backorder].
4) Order Line(s) that are on hold due to an Order related issue [i.e.
duplicate Order, EDI held Order, max quantity hold(s), warehouse hold(s),
manual hold(s), etc…].
5) Order Line(s) that are on hold due to product Backorder at shipment.
6) Order Line(s) that are on hold due to a Credit related issue.
• NOTE: The HN019901 – Open Order Routine can NOT be utilized to view /
display all the possible reasons for Order(s) on hold due to Credit related
issue(s).
• NOTE: To view Order(s) on Credit hold, in a Report Format, the User must
utilize the HN089901 – Credit Held Orders Report Routine. This Routine will
allow the User to view Order(s) that meet AOM AND SW Credit Hold Reason
Code(s).
• NOTE: To view Order(s) on hold, in a Query Format, the User must utilize the
HN020101 – Release Queue: Warehouse Routine for any Order(s) related to
warehouse hold(s), the HN020102 – Release Queue: Customer Routine for any
Order(s) related to order hold(s), and the HN0813 – Credit Held Customer
Orders Routine for any Order(s) related to credit hold(s).
d) Open / Debit(s) and Credit(s) for Customer: 1015323
Order Type: 80-82 to capture

any open Debit(s) and/or
Credit(s) that exist for a specific
Sell-to Customer.

and To) = 1015323, Order Type = 80 / 82 [to capture all Open Debit(s) and
Credit(s) for that Customer], Sort = 1 (by Order Number).
• NOTE: The Credit(s) / Debit(s) Open for a particular Customer MUST be
reviewed through the HN0106 – Price Adjustment Order Routine.
• NOTE: The Order Type for a Standard Order (processed through HN0101) = 61
while the Order Type for Credit = 82 and the Order Type for Debit = 80.
e) Open / Non-Shipped Order(s) on a 600 Hold for Customer: 2444
Order Line Status: 600 to

capture any Order Line that was
manually placed on a 600 hold
within the HN0101 – Standard
Order Routine.
and To) = 2444, Line Status (From and To) = 600 / 600 [to capture AWCS and
Non-AWCS Open / Non-Shipped Order(s) on a 600 Manual Hold], Sort = 1 (by
Order Number).
Order Entry Field(s) and General Order Entry Questions
Where can we enter a previous Order Number as reference?
• There is NO Customer Reference Number field in AOM. Should the User need to
include the Original Order / Invoice Number on the current Order that is being
entered; simply enter the Original Order / Invoice Number as Order Text (Page 2 /
Window 1 of HN0101) [SEE BELOW].
Special Instructions – How do you enter “Special” Instruction(s) for an Order and
for an Order Line (Product)?
• Order Text Requirement(s) [i.e. Order Instruction(s)], as they relate to an Order in the
HN0101 – Standard Order Routine and the HN010501 – Rapid Order Entry Routine,
exist in the following classifications:
1. Line Instruction(s) = at the Order Line Level.
2. Customer Instruction(s) = at the Order Header Level
3. Order Instruction(s) = at the Order Header Level
4. Standard Instruction(s) = at the Order Header Level
5. Will Call Instruction(s) = at the Order Header Level
• To meet the Order Text Requirement(s), Sherwin-Williams needs to be able to
control the printing of Order Text [and to some degree Line Text] for 5 different
document(s) [displayed in the Text Window, within the Routine, as a print indicator]:
1. Ext = External Document(s) [i.e. for EDI requirement(s) and/or Customer(s)
with Customer Instruction(s) that have been set-up to print on the invoice].
2. Invoice = Invoice Kitchen Sink Document
3. Pick = Picking List Document
4. Pack = Packing List Document
5. BOL = SW Bill of Lading Document
• The following Text Type(s), utilized as part of Text Management in the HN0101 –
Standard Order and the HN010501 – Rapid Order Entry Routine(s), are selected
and/or entered dependent upon the type of Instruction that is being entered.
1. CA = Customer Instruction(s).
2. CB = Order and/or Line Instruction(s) as well as Standard Instruction(s) that
have logic [i.e. need to be printed on other document(s)].
3. TA = Order and/or Line Reference Instruction(s) that have no logic [i.e.
instruction(s) that stay with the Order].
4. TB = Will Call Instruction(s) as well as inbound / outbound EDI message(s).
Advanced Order Entry – Appendix: How do I view and enter text messages on an Order.doc 235
• The following Text Discussion details the process of choosing the applicable Text
Type and Print Indicator combination(s) when the User knows which type of
Instruction is to be entered / inserted onto an Order:
Order Line Level Text Instruction(s)
a) Order Line Instruction(s) – Reference [i.e. Product and/or Order Line
Instructions] can be entered / inserted as Reference and/or Free Text
Instruction(s) that are intended to remain with the Order.
• User enters the following Line Instruction information: Text Type =
TA, Ext = N, Invoice = N, Pick = N, Pack = N and BOL = N.
• Business Process: The User will enter Line Instruction(s) when entering
new Order Line(s) or when modifying Order Line(s) of a previously saved
Order. This type of message is your typical “CYA” Order Line Instruction.
• System Process: AWCS will disregard MOST [but not all] Order Line
Instruction(s) [i.e. AWCS disregard(s) Invoice, Pick, and BOL print
indicator(s)].
• Example shown below: Line Instruction(s) [i.e. Reference] for Customer:
1015573 = Hirshfields St. Cloud / Order: 255376.
The Order Line Text

Window, at the Line
Detail Level [Continued
on the next pop-up]
[Continued from the previous

pop-up] will capture the Line
Instruction(s) that are to be
utilized for Reference and/or
Note purposes ONLY. These
instruction(s) are intended to
NOT be viewable by AWCS.
b) Order Line Instruction(s) – Pack [i.e. Product and/or Order Line Instructions]
can be entered / inserted as Packing List Instruction(s) that will appear on the
Packing List Document as well as remain with the Order.
CB, Ext = N, Invoice = N [or Y(es); if applicable], Pick = N, Pack = Y
and BOL = N.
• Business Process: The User will enter Order Line Instruction(s) for Order
Line(s) that MUST include text to be viewed / displayed on the Packing
List Document ONLY. This type of message is typical when entering
Customer Part Number(s) as Order Line Instruction(s).
Instruction(s) [i.e. AWCS will accept and pass the Pack print indicator].
The Invoice Kitchen Sink program will pull / include Order Line
Instruction(s), and populate on the Invoice, when the Invoice print indicator
is set to ‘Y’(es).
• Example shown below: Line Instruction(s) [i.e. Packing List] for
Customer: 4302 = SW Store 4302 / Order: 255375.
The Order Line Text

Window, at the Line
on the next pop-up]
[Continued from the previous

pop-up] will capture the Line
Instruction(s) that are to be
utilized for purposes related to
viewing / displaying text on the
Packing List Document. These
instruction(s) ARE viewable by
AWCS.
c) Order Line Instruction(s) – Invoice [i.e. Product and/or Order Line Instructions]
can be entered / inserted as Invoice Instruction(s) that will appear on the Invoice
Kitchen Sink Document as well as remain with the Order.
CB, Ext = N, Invoice = Y, Pick = N, Pack = N [or Y(es); if applicable],
and BOL = N.
• Business Process: The User will enter Order Line Instruction(s) for Order
Line(s) that MUST include text to be viewed / displayed on the Invoice
Kitchen Sink Document ONLY. This type of message is typical when
entering product specific batch number(s), that need to appear on the
Invoice for payment purposes, as Order Line Instruction(s).
Instruction(s) [i.e. AWCS disregard(s) Invoice, Pick, and BOL print
indicator(s)]. The Invoice Kitchen Sink program will pull / include Line
Instruction(s), and populate on the Invoice, when the Invoice print indicator
is set to ‘Y’(es).
• Example shown below: Line Instruction(s) [i.e. Invoice] for Customer:
1920MX = SW Store 1920 / Order = 255371.
The Order Line Text

Window, at the Line
on the next pop-up]
[Continued from the previous pop-up]

will capture the Line Instruction(s)
that are to be utilized for purposes
related to viewing / displaying text on
the Invoice Document. These
instruction(s) are not viewable by
AWCS – ONLY by the Invoice
Kitchen Sink program.
Order Header Level Text Instruction(s)

d) Order Header – Customer Instruction(s) [i.e. Special and/or Delivery
Instructions] are specific Customer Instruction(s) that are loaded to the
Customer Sell-to profile and are inserted / displayed on every AOM Order for
that specific Customer.
• User will see the following Customer Instruction information: Text
Type = CA, Ext = Y/N [i.e. for EDI requirement(s) and/or Customer(s)
with Customer Instruction(s) that have been set-up to print on the
invoice], Invoice = Y/N, Pick = Y/N, Pack = Y/N and BOL = Y/N.
• NOTE: The Ext, Invoice, Pick, Pack, and BOL print indicator(s) will
automatically populate into the Text Window with the default setting(s)
from the Customer’s Sell-to Profile [i.e. from the HA0502 Routine].
• NOTE: Once the print indicator(s) have populated / displayed within the
Text Window, from the HA0502 Routine, the User can update / change
these print indicator(s) as needed.
• Business Process: The User should NEVER add any kind of text
message(s) and/or instruction(s) to the pre-existing Customer Instruction
Text Window. The User should ONLY, if applicable, trashcan [i.e. delete]
the Customer Instruction for that specific Order. Should additional text
message(s) and/or instruction(s) need to be entered – the User should arrow
down (Fig. 1 below) to the next available Text Window.
• System Process: Related to Customer Instruction(s), AWCS will process

and populate the Pick, Pack, and BOL print indicator(s), if selected [i.e.
‘Y’(es)], onto the applicable shipping document(s). The Invoice Kitchen
Sink program will process and populate the Invoice print indicator, if
selected [i.e. ‘Y’(es)], onto the applicable Invoice document.
• Example shown below: Customer Instruction(s) [i.e. Special and/or
Delivery] for Customer: 1015534 = J.C. Licht Co. Store E / Order =
255380.
The Order Text

Window, at the Order
Header Level
[Continued on the next
pop-up]
Fig. 1

will capture the Customer
Instruction(s) saved to the Order from
the Sell-to Customer Profile. The User
should never add to these pre-defined
instruction(s). To add additional Order
text message(s) / instruction(s) – use the
single arrow key (Fig. 1 above)
e) Order Header – Reference Instruction(s) [i.e. Manual Order Instruction(s)] are

Order Instruction(s) that can be entered / inserted as Reference and/or Free Text
Message(s). These messages, entered on an Order by Order basis, are intended
to remain with the Order.
• User enters the following Order Instruction information: Text Type =
TA, Ext = N, Invoice = N, Pick = N, Pack = N and BOL = N.
• Business Process: The User will enter Order Instruction(s) when entering a
new Order or when modifying an Order and/or Order Line(s) of a
previously saved Order. This type of message is your typical “CYA”
Order Instruction.
• System Process: Based upon User entry [i.e. ‘N’(o) has been entered into
the print indicator field(s)], AWCS will disregard these Order Reference
Instruction(s). These Order Instruction(s) are intended to remain with the
Order.
• Example shown below: Order Instruction(s) [i.e. Reference = stay with the
Order] for Customer: 2046948 = Jeyco Products Incorporated / Order =
255382.
The Order Text

Header Level
pop-up]
[Continued from the previous pop-

up] will capture the Order
Instruction(s) that are to be utilized
for Reference and/or Note
purposes ONLY. These
instruction(s) are NOT intended to
be viewable and/or displayed by
AWCS.
f) Order Header – Order Instruction(s) [i.e. Manual Order Instruction(s)] are Order
Instruction(s) that can be entered / inserted as Reference and/or Free Text
Message(s). These messages, entered on an Order by Order basis, are intended
to flow to AWCS as well as remain with the Order.
CB, Ext = Y/N [i.e. for EDI requirement(s) and/or Customer(s) with
Customer Instruction(s) that have been set-up to print on the invoice],
Invoice = Y/N, Pick = Y/N, Pack = Y/N and BOL = Y/N.
• Business Process: The User will enter Order Instruction(s) when entering
an Order [i.e. on an Order by Order basis]. The User will decide, by
choosing the applicable print indicator(s), which document(s) the Order
Instruction(s) should print to: the Invoice and/or the Picking List and/or the
Packing List and/or the Bill of Lading.
• System Process: Based upon User entry [i.e. ‘Y’(es) has been entered into
the print indicator field(s) for Pick, Pack, and/or BOL], AWCS will process
and display these Order Instruction(s) within the applicable document(s).
These Order Instruction(s) are intended to flow from the Order to AWCS to
the applicable shipping document(s), as well as remain with the Order.
the print indicator field for Invoice], The Invoice Kitchen Sink program
will process and populate the text message(s) onto the Invoice document.
• Example shown below: Order Instruction(s) [i.e. Reference = flow from
the Order] for Customer: 1005648 = Michael Harvey / Order = 255385.
The Order Text

Header Level
pop-up]
[Continued from the previous pop-

up] will capture the Order
as Order Instruction(s) on an Order
by Order basis. These instruction(s)
ARE intended to be viewable and/or
displayed by AWCS into the
applicable shipping document(s).
g) Order Header – Standard Instruction(s) [i.e. Hard Coded System Instruction(s)]

are Order Instruction(s) that are hard coded into AOM, can be chosen through
the Lightbulb, and applied on an Order by Order basis [i.e. Pallet Jack Required,
AM Delivery, etc…]. These messages, entered on an Order by Order basis, are
intended to flow to AWCS as well as remain with the Order.
CB, Ext = Y/N [i.e. for EDI requirement(s) and/or Customer(s) with
Customer Instruction(s) that have been set-up to print on the invoice],
Invoice = Y/N, Pick = Y/N, Pack = Y/N and BOL = Y/N.
• Business Process: The User will utilize / enter Standard Instruction(s)
when entering an Order [i.e. on an Order by Order basis]. The User will
decide, by choosing the applicable print indicator(s), which document(s)
the Standard Instruction(s) should print to: the Invoice and/or the Picking
List and/or the Packing List and/or the Bill of Lading.
the print indicator field(s) for Pick, Pack, and/or BOL], AWCS will process
and display these Standard Instruction(s) within the applicable
document(s). These Standard Instruction(s) are intended to flow from the
Order to AWCS to the applicable shipping document(s), as well as remain
with the Order.
The Order Text

Header Level
pop-up]
Fig. 2

will capture the Standard
(Fig. 2 above) as Order Instruction(s)
on an Order by Order basis. These
instruction(s) ARE intended to be
viewable and/or displayed by AWCS
into the applicable shipping
document(s).
the print indicator field for Invoice], The Invoice Kitchen Sink program
will process and populate the text message onto the Invoice document..
• Example shown above: Standard Instruction(s) [i.e. Hard Coded] for
Customer: 4372 = SW Store 4372 / Order = 255390.
h) Order Header – Will Call Instruction(s) [i.e. Order Pick-Up Instructions] are
Specific Order Instruction(s) related to the processing and pick-up of a Will Call
Order.
Type = TB, Ext = Y/N [i.e. for EDI requirement(s) and/or Customer(s)
automatically populate into the Text Window with the Will Call Order(s)
default setting(s).
Text Window, the User can update / change these print indicator(s) as
needed.
message(s) and/or instruction(s) to the pre-existing Will Call Instruction
Text Window. The User should ONLY, if applicable, trashcan [i.e. delete]
the Will Call Instruction for that specific Order. Should additional text
message(s) and/or instruction(s) need to be entered – the User should arrow
down (Fig. 3 below) to the next available Text Window.
• System Process: Related to Will Call Instruction(s), AWCS will process
and populate the Pick, Pack, and BOL print indicator(s), if selected [i.e.
• Example shown below: Will Call Instruction(s) [i.e. Pick-Up] for
Customer: 1920MX = SW Store 1920 / Order = 255372.
The Order Text

Header Level
pop-up]
Fig. 3

will capture the Will Call
Instruction(s) that are to be utilized as
Order Instruction(s) on an Order by
Order basis. These instruction(s)
ARE intended to be viewable and/or
i) Order Header – EDI Instruction(s) [i.e. Inbound EDI Instructions] are Specific
Order Instruction(s) related to the processing and delivery of an EDI Order.
Type = TB, Ext = Y/N [i.e. for EDI requirement(s) and/or Customer(s)
automatically populate into the Text Window with the EDI Order(s) default
setting(s).
Text Window, the User should NOT update / change these print
indicator(s).
message(s) and/or instruction(s) to the pre-existing EDI Instruction Text
Window. The User should ONLY, if applicable, trashcan [i.e. delete] the
EDI Instruction for that specific Order. Should additional text message(s)
and/or instruction(s) need to be entered – the User should arrow down (Fig.
4 below) to the next available Text Window.
• System Process: Related to EDI Instruction(s), AWCS will process and
populate the Pick, Pack, and BOL print indicator(s), if selected [i.e.
• Example shown below: EDI Instruction(s) [i.e. EDI] for Customer:
1000356 = Menards Cashway 3039 / Order = 255352.
The Order Text

Header Level
pop-up]
Fig. 4

will capture the EDI Instruction(s)
that are to be utilized as Order
Instruction(s) on an Order by Order
basis. These instruction(s) ARE
intended to be viewable and/or
If I have an Order that weighs more than a truckload, how do I enter the Order
manually?
a) The HA017707 – SW Max Order Quantity Routine contains the maximum order
quantity for a particular Product, or combination of Customer Category and Size
Code, or just for the Size Code.
• This is a soft edit at Order Entry that can be overridden, by the User, by
pressing the Return key.
• This type of edit will never put the Order / Shipment on Pick Hold.
b) The HA0501 – Bill-to Customer Routine (Additional Customer Data R/C)
contains the Maximum Weight (i.e. 40,000 pounds per shipment), Volume (i.e.
3,500 gallons per shipment), and Quantity (i.e. 32,000 pieces per shipment) edits
for all subsequent Sell-to Customer(s) linked to that Bill-to Customer.
• This edit works as an OR statement. The Order / Shipment meets the
weight criteria, or the volume criteria, or the quantity criteria.
• If applicable – the Order can be placed on Pick Hold and released, by the
User, from the HN020102 – Release Queue: Customer Routine.
a) HA017701 – The User is

notified that this Order
Quantity meets the SW
Max Order Quantity. This
is a Soft Edit. The User
will press ‘OK’ to bypass.
Advanced Order Entry – Appendix: How do I enter an Order that weighs more than a truckload.doc 251
b.1) HA0502 – The User is notified that this

Order Quantity meets the Max Weight
Quantity allowable for a Shipment. This is
a Hard Edit. The current Order Qty (i.e.
6,000 gal) = 46,440 lbs., 40,000 lbs. is
allowable, and that 6,440 lbs. must be
removed from this Shipment prior to
Saving the Order.
b.2) The User is asked whether or

not the Order should be placed on
Pick Hold? If yes, the User will
need to release the Order from the
080 – max order weight / volume
exceeded hold through the
HN020102 Routine.
b.3) The User now needs to create a NEW

SHIP HEADER for this Order due to the
Max Weight being reached. On the
specific product Order Line, right-click
and choose Detailed Order Line, and then
right-click choose New Ship-to Order
Header. A new Shipment (i.e. Ship
Header) is created. The User will press
‘Return’ to continue.
b.4) The User now needs to accept the New Ship Header by
pressing ‘Yes’. The “same values exists” statement refers
to such item(s) as: address, ship-from location, terms of
shipment and method of shipment – to name a few.
b.5) The User now needs to modify the

Order Quantity from the original
entry so that it meets the Max Weight
(or, if applicable, Max Volume and/or
Max Order Quantity) edit(s). After
adjusting the Order Qty, the User
then adds the remaining Order Qty on
the next available Order Line.
b.6) The User can now verify

that the Original Order
Quantity (6000 gallons) is on
the Order as two separate
shipments from warehouse
300 (Effingham, IL).
How do I temporarily SAVE an Order in AOM?
1) The User can temporarily SAVE an Order in the HN0101 – Standard Order
Routine by changing the OnHold field (Page 2 / Window 1of HN0101) from the
default, N[o], to Y[es].
• An Order on “Manual” Hold, once saved, will automatically change the
Order Header Status Code and Order Line(s) Status Code from 630 to 600
(OH = Resting Order / LD = On Hold).
• An Order that is manually placed on a 600 Hold must be manually
removed prior to that Order being sent to AWCS.
• An Order on 600 Hold will NOT drive production Order(s).

• An Order on 600 Hold will NOT be viewable / displayed, in IVAN,
within the Future Dated Orders column (see example below).
b) When the User

saves the Order, the
Order Status and the
Order Line Status will
change / update to 600
– On Hold.
Advanced Order Entry – Appendix for AOM Query.doc 255

a) User places
the Order on
hold by
changing the
OnHold flag
from ‘N’ to ‘Y’.
c) When the User

performs a search
within IVAN, the
product / warehouse
combination does NOT
include the product /
Order on 600 Hold.

2) The User can also put an Order on hold [i.e. temporarily suspend] through the
HN0101 – Standard Order Routine by accessing the Hold Flags Window,
within the Order Header (Page 1 / Window 1of HN0101), and entering the Hold
Value of ‘300’, Manual Order Hold, prior to saving the Order.
• An Order on “Manual” Hold, once saved, will automatically change the
Order Line(s) Status Code from 630 to 601 (LD = Not Reserved).
• An Order that is manually placed on a 300 Hold must be manually
removed from the HN020102 – Release Queue: Customer Routine prior to
that Order being sent to AWCS.
• An Order on 300 Hold WILL drive production Order(s).

• An Order on 300 Hold WILL be viewable / displayed, in IVAN, within
the Future Dated Orders column (see example below).
b) Prior to saving the a) Prior to saving the

Order, the User will Order, the User will
enter a 300 [i.e. right-click in the
Manual Order Hold] Order Header and
in the Hold Value field. choose Hold Flags to
access the Hold Flags
Window.

c) When the User performs

a search within IVAN, the
product / warehouse
combination DOES include
the product / Order on 300
Order Hold.

3) The User can also put an Order Line on hold [i.e. temporarily suspend] through
the HN0101 – Standard Order Routine by accessing the Hold Flags Window,
within the Line Detail – Order Line Level (Page 1 / Window 2of HN0101), and
entering the Hold Value of ‘310’, Manual Order Line Hold, prior to saving the
Order.
• An Order Line on “Manual” Hold, once saved, will automatically change
the Order Line(s) Status Code from 630 to 601 (LD = Not Reserved).
• An Order Line that is manually placed on a 310 Hold must be manually
removed from the HN020102 – Release Queue: Customer Routine prior to
that Order Line being sent to AWCS.
• An Order Line on 310 Hold WILL drive production Order(s).

• An Order Line on 310 Hold WILL be viewable / displayed, in IVAN,
within the Future Dated Orders column (see example below).
a) Prior to saving the

Order, the User will
b) Prior to saving the right-click on the
Order, the User will Order Line to be held
enter a 310 [i.e. Manual and choose Hold Flags
Order Line Hold] in the to access the Hold
Hold Value field. Flags Window.

c) When the User performs

a search within IVAN, the
product / warehouse
combination DOES include
the product / Order on 310
Order Line Hold.

Manufacturing Orders
How do you do an inquiry of a Manufacturing Order Number (Fill Rex’s from 1
Master Rex)?
• Manufacturing Order(s) can be reviewed against a specific Fill Rex through

IVAN. MO(s) remain open and viewable in IVAN until closed in Cullinet /
QAD MFG.
• In order to view multiple Fill Rex(s) against one Master Rex [3/B] – the User
will have to inquiry / search in Cullinet / QAD MFG (or) by calling the PIC.
When looking up Manufacturing Order(s) [CSS screen 3/B], will you be able to see
how the Manufacturing Order Number will be divided up between each DSC?
• The User can view multiple DSC(s) per each specific Fill Rex by doing an
inquiry / search in IVAN and clicking each of the appropriate Manufacturing
Order column(s).
QAD MFG.
• In order to view multiple DSC(s) against one Manufacturing Order Number
[3/B] – the User will have to inquiry / search in Cullinet / QAD MFG (or) by
calling the PIC.
Advanced Order Entry – Appendix: How do I make Manufacturing Order inquiries in IVAN.doc 261
Manufacturing Orders
How do you do an inquiry of a Manufacturing Order Number (Fill Rex’s from 1
Master Rex)?

QAD MFG.
• In order to view multiple Fill Rex(s) against one Master Rex [3/B] – the User
will have to inquiry / search in Cullinet / QAD MFG (or) by calling the PIC.
When looking up Manufacturing Order(s) [CSS screen 3/B], will you be able to see
how the Manufacturing Order Number will be divided up between each DSC?
• The User can view multiple DSC(s) per each specific Fill Rex by doing an
inquiry / search in IVAN and clicking each of the appropriate Manufacturing
Order column(s).
QAD MFG.
• In order to view multiple DSC(s) against one Manufacturing Order Number
[3/B] – the User will have to inquiry / search in Cullinet / QAD MFG (or) by
calling the PIC.
Advanced Order Entry – Appendix: How do I make Manufacturing Order inquiries in IVAN.doc 261
Order Holds
Will there be a screen and/or pop-up box when you SAVE the Order to let the User
know it is on Credit Hold?
• YES & NO – There are some Credit Related Hold(s) that are noted at the point
of Order SAVE as Picking Hold(s) while other Credit Related Hold(s) must be
reviewed by going back into the Order just SAVED.
Hold Reason Hold Description Hold Occurs Hold
During Viewable at
Order
SAVE?
010 – Auto Credit Hold occurs when entry in HN0101 Order
NO
Hold; LIMIT causes the credit limit to be exceeded. Reservation
012 – Credit Profile Automatically place ALL future
Order(s) for this Bill-to Customer on Order Entry YES
Credit Hold
014 – Advance Automatically place ALL future
Payment Order(s) for this Bill-to Customer on Order Entry YES
Credit Hold – Terms of Payment set-up.
015 – Credit Check Hold occurs if the Order Date is later
Date Passed than the Next Credit Assessment Date in Order
NO
the Credit Profile for that Bill-to Reservation
Customer.
016 – Last Invoice Hold occurs if time between Order Date Order
NO
Date and Last Invoice Date exceeds the limit. Reservation
017 – Auto Credit Hold occurs when entry in HN0101 Order
NO
Hold; RISK causes the credit limit to be exceeded. Reservation
050 – Terms of Hold occurs if Payment Terms are
Payment changed in HN0101 [OH – Detailed
Order Entry YES
Order Header / LD – Pricing
Window(s)].
051 – Terms of Hold occurs if Unified Terms of
Payment; PROMO Payment is set to “Y” on the Detailed
OH and a product entered on an Order
Order Entry YES
Line qualifies for a promotion that has
Terms different from Terms on the
Order Header.
100 – Approval Hold occurs if Order is for a Bill-to
Required Customer set-up to need approval before Order Entry YES
Order(s) can be released.
Advanced Order Entry – Appendix: How do I distinguish a Credit issue when an Order is saved.doc 262
How do I see why an Order is “ON HOLD”?
• At the Order Header Level, R/C and choose Hold Flags to view any Order
Line(s) that are being held from PICKING (OL = 601).
• Picking Hold(s), such as Duplicate Order (PO), also include Pricing and Credit
relates Hold(s).
• Order Hold(s) can be view globally (for all Order Lines affected) at the Order
Header Level [or] the User can view the Hold at the individual Order Line Level
as well.
Advanced Order Entry – Appendix: How do I distinguish a Credit issue when an Order is saved.doc 263
Querying an Order by the Customer Number and/or PO Number Field(s)

1) NOTE: The following script can be used at Order Entry [HN0101] when
the Customer calls back to Customer Service to MODIFY/CHANGE an
Order PREVIOUSLY placed.
2) Run HN0101.
3) Click the Select/Search Icon [or F3] to enter Search Criteria Mode.
4) NOTE: The following example will assume that the Customer is giving
the CSR the Customer Number and the Store Purchase Order Number.
Remember that Searches/Inquiries can be performed on either field
ALONE as well.
5) Move cursor and Highlight the “CustNo” - Customer Number field (Fig. 1
below), Enter Customer / Store Number.
Fig. 1
6) Move cursor and Highlight the “CustPO” - Customer Purchase Order

Number field, Enter the Store Purchase Order (Fig. 2 below).
7) NOTE: When entering the Store Purchase Order Number – it may be a
good practice to include the WILDCARD before and after the entry.
Advanced Order Entry – Appendix: How do I search for an Order with the Customer and/or PO Numbers.doc 264
Fig. 2
8) NOTE: Before requesting AOM to Find the Search/Inquiry Criteria

entered, the CSR can choose to CLICK F10 to view how many Records
[Orders] fit this Search Criteria (Fig. 3 below).
Fig. 3
9) Click the Find Icon [or F4] to perform the AOM System
Search/Inquiry (Fig.4 below).
Fig. 4
10) NOTE: The CSR can now perform Modifications and/or Changes to this
Order depending upon the Order and/or Line Level Status [See Modify
Order Script for further clarification].
Querying an Order with the PLC/TKR Field through Multiple Methods

1) Run HN0101.
2) Click the Select/Search Icon [or F3] to enter Search Criteria Mode.
3) Move cursor and Highlight the PLC/TKR Field (Fig. 1 below).
Fig. 1
4) NOTE: The PLC/TKR Field can NOT utilize the Lightbulb Search
functionality that other fields in the Order Header allow [Ex. CustNo or
OrderNo]. The User MUST utilize the WILDCARD (%) in the
PLC/TKR Field in order to perform Search/Inquiry for Order(s).
5) Click the Select/Search Icon [or F3] a second time to view the
SEARCH CRITERIA WINDOW (Fig. 2 below).
6) In the Search Criteria Window: Highlight CASE INSENSITIVE, Click
OK. An X will display to the right of CASE INSENSITIVE (Fig. 3
below).
7) In the Search Criteria Window: Highlight LIKE (Fig. 4 below), Click OK
a second time to view the PROMPT WINDOW.
Advanced Order Entry – Appendix: how do I search for an Order when unsure of the PLC_TKR entry.doc 267
Fig. 2
Fig. 3
Fig. 4
8) In the Prompt Window: Type the Search/Inquiry Criteria for the PLC/TKR
Field utilizing the WILDCARD SEARCH FUNCTIONALITY (Fig. 5
below), Click OK.
Fig. 5
9) NOTE: The User can enter Search/Inquiry Criteria into the Prompt
Window with either CAPS LOCK or CAPS UNLOCK TEXT – remember
to utilize the Wildcard (%) before, after, or before and after the
Search/Inquiry Criteria.
10) NOTE: The User can enter any text portion of the Search/Inquiry Criteria
[Placer or Taker] into the Prompt Window – remember to utilize the
Wildcard (%) before, after, or before and after the Search/Inquiry Criteria.
11) Verify the Search/Inquiry Criteria (Fig. 6 below), CLICK CANCEL (Fig.
7 below) to lock all Search/Inquiry selections in place.
Fig. 6
Fig. 7
12) NOTE: AOM will place an asterisk in the PLC/TKR Field to visually
notify the User that a Search/Inquiry is being performed (Fig. 8 below).
Fig. 8
13) Click the Find Icon (or F4) to perform the AOM System
Search/Inquiry.
14) NOTE: Based on the Users Search/Inquiry Criteria from Step 8 above
(%andy%), AOM will find and show all Orders that have a Placer of:
ANDY (Fig. 9 below), Andy (Fig. 10 below), and/or andy (Fig. 11 below).
15) NOTE: The User must use the Previous/Next Record Icons to
scroll through all Order(s) that meet the Search/Inquiry Criteria entered in
Step 8 above.
Fig. 9
Fig. 10
Fig. 11
16) NOTE: The User will be visually notified when there are no more Records
that fit the Search/Inquiry Criteria, as described in Step 8 above, in the
lower left hand corner of the Routine – either No Previous Records or No
More Records (Fig. 12 below).
Fig. 12
17) NOTE: The example above was written for Search/Inquiry Criteria related
to the PLACER of PLC/TKR. The above steps can also be utilized for
TAKER Search/Inquiry Criteria (Ex. AAB, Aab, aab, etc…) as well.
Viewing the Bill-to, Sell-to, and Ship-to Address within an Order

1) Bill-to: Highlight an Order Header field (Fig. 1 below), Right-Click and
choose ‘Detailed Order Header’ (Fig. 2 below), Right-Click and choose
‘Invoice-to Address’ (Fig. 3 below). The Bill-to Address (Fig. 4 below)
and the Bill-to Customer Number (Fig. 5 below) are shown.
Fig. 1
Fig. 2
Fig. 3
Fig. 5
Fig. 4
Advanced Order Entry –Appendix: How do I view the Bill-to, Sell-to, and Ship-to Address on an Order.doc 272
2) Sell-to: Highlight an Order Header field (Fig. 6 below), Right-Click and

choose ‘Sell-to Customer Address’ (Fig. 7 below). The Sell-to Address
(Fig. 8 below) and the Sell-to Customer Number (Fig. 9 below) are shown.
Fig. 6
Fig. 7
Fig. 9
Fig. 8
3) Ship-to: Highlight an Order Header field (Fig. 10 below), Right-Click and

choose ‘Order Header / Ship-to Address’ (Fig. 11 below). The Ship-to
Address (Fig. 12 below) is shown.
Fig. 10
Fig. 11
Fig. 12
Viewing the Piece Count, Order Weight, Gallon Count and Line Count
within an Order
1) Run HN0101.
2) Enter Search Criteria Mode [F3 key], Enter the Order Number to Query,
and Find the Order [F4 key] (Fig. 1 below).
Fig. 1
3) At the Order Header Level [Page 1 / Window 1 of HN0101], Right-Click

and choose “Pricing” to view the ‘Pricing Info’ Window (Fig. 2 below).
4) NOTE: The Order Quantity [i.e. Piece Count] field (Fig. 3 below) will
display the total number of piece(s) on the Order [i.e. = total of all Order
Line quantities added together]. The Carton Count will be displayed on
the Invoice.
5) NOTE: The Order Weight field (Fig. 4 below) will display the total
weight on the Order [i.e. = total of all Order Line(s) weight added together
– including all shipment(s) on the Order].
Advanced Order Entry – Viewing the Piece Count, Weight, Gallon Count and Line Count within an Order.doc 275
6) NOTE: The Volume [i.e. Gallon Count] field (Fig. 5 below) will display
the total number of gallon(s) on the Order [i.e. = total of all Order Line(s)
volume added together – including all shipment(s) on the Order].
Fig. 2
Fig. 3 Fig. 4
Fig. 5
7) Click Return to Exit the ‘Pricing Info’ Window.

8) Page Down to the Line Detail Level [Page 1 / Window 2 of HN0101].
9) Right-Click and choose “Line Search” (OR F7) to enter the ‘Line
Prompt’ Window (Fig. 6 below).
Fig. 6
10) NOTE: The User can utilize this Line Search Prompt to Search / Query by
Line Number, by Product Number, or view the Last Line entered on the
Order.
11) Once the Line Prompt Window is activated – Enter / Select 3 [Last Line],
Click OK to view the last line [Line Count] entered on that specific AOM
Order (Fig. 7 below).
Fig. 7
12) NOTE: The HN018801 – The Customer Orders Routine allows the CSR
another way to view the line count on a particular Order.
13) NOTE: Enter the Order Number [the User is in Search Criteria Mode by
default], Find the Order [F4].
14) NOTE: Page Down to the second page of the Routine.
15) NOTE: Enter Search Criteria Mode [F3].
16) NOTE: Press F10 to view the number of lines [located in the bottom left
hand corner of the Routine] on that specific Order (Fig. 8 below).
Fig. 8
Viewing the Sell-to Address at Order Entry

1) Run HN0101 – Enter the Customer Number, Press Enter.
2) NOTE: The Sell-to Customer Name and the Sell-to Customer Phone Number will
automatically populate to the right of the Customer (Store) Number (Fig. 1 below).
Fig. 1
Fig. 2
3) When the “ReqShpDt” – Requested Ship Date field is highlighted (Fig. 2 above),
Press SHIFT + F8 to view the complete Customer Sell-to Address (Fig. 3 below).
Fig. 4
Fig. 3
4) Verify the address, Press RETURN (Fig. 4 above) and continue entering the Order.
Advanced Order Entry – Appendix: How do I view and/or verify the Customer address at Order Entry.doc 279
Data History within AOM
Type AOM – Online AOM – Online Rolling History OnBase – Archive Future Archive
Changeable Rolling History Rolling History
1) HN0101 and HN018801 will

populate the Order for 14
calendar days. Order(s) will
go to history [i.e. HN018805]
in 14 calendar days after
TOTAL Order invoice or
AOM Order(s)
TOTAL Order void /
will remain open
cancellation.
Order(s) until invoiced or 3 years 7 years
voided /
2) HN018805 will populate the
cancelled.
Order history for 365
calendar days. Order(s) in
history have either been
completely invoiced or
completely voided /
cancelled.

invoice number for 14
calendar days. An Order, in
which an invoice number is
populated, will move to
history in 14 calendar days
after TOTAL Order invoice
or TOTAL Order void /
cancellation.
Invoice(s) N/A 3 years 7 years
invoice for 360 calendar
days. Invoice(s) will go to
history [i.e. HN098805] after
360 calendar days.
Invoice(s) will be purged
from history in 999 calendar
days [approx. 3 years].
Advanced Order Entry – Appendix: What is the Order and Invoice history in AOM.doc 280

invoice history for 999
calendar days. Invoice(s)
will go to history [i.e.
HN098805] after 360
calendar days. Invoice(s)
will be purged from history
in 999 calendar days
[approx. 3 years].
AOM – EDI
Order(s) will Treat like
Treat like manual
EDI remain open Treat like manual Order(s) and manual
Order(s) and
Order(s) until invoiced or Invoice(s) Order(s) and
Invoice(s)
voided / Invoice(s)
cancelled.
AOM Price Price List history will be 2 years
Need to speak
Price List(s) will after the price list expiration
with a Pricing 7 years
List(s) remain open date
Analyst.
until closed.
• EDI – In addition to the data above, EDI has their own retention of 7 years for all in
and out transactions, it is the law.
• Invoices – Similar to EDI requirement(s), Invoices need to be retained for 7 years.
• Archive (OnBase) – Currently, nothing has been purged from OnBase. Of all data
that is sent to OnBase / Novell, approximately 90% is stored in a compressed mode.
• Archive (Andrews) – All data is backed up nightly on tape. Tape(s) are stored off-
site weekly with Andrews (the Sherwin-Williams tape storage vendor). Off-site tapes
can be retrieved outside of scheduled dates for approximately $50.00.
• In summary, OnBase has no space issues or functional constraints for any

requirement(s) related to data storage. OnBase can accommodate any of the
requirement(s) outlined to date.
Advanced Order Entry – Appendix: What is the Order and Invoice history in AOM.doc 281
Number Sequence in AOM
Order Management Numbering Format
Number of Number of
Order Sequence Sequence Recycle
Number Series Type Space Space
Type Starts Stops Back by:
Holders Holders
Sales Order
61 00010001 8 69999999 8 1
(HN0101)
Rapid Order Entry
(HN010501 – to copy 51 00000101 8 69999999 8 1
Orders into HN0101)
Debit Memo
80 00000101 8 69999999 8 1
(HN0106)
Credit Memo
82 70000000 8 89999999 8 1
(HN0106)
80 00000101 8 69999999 8 1
Billed-as / Should-be (Debit)
(through HN0106) 82 70000000 8 89999999 8 1
(Credit)
RGT
82 70000000 8 89999999 8 1
(from Problem Tracking
(Credit)
to HN0106)
Invoice
N/A 900000001 9 999999900 9 1
(through HN0101)
Stock
Replenishment 60 00100001 8 59999999 8 1
(HI0207)
Advanced Order Entry – Appendix: What is the Numbering Format in AOM.doc 282

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Essentials Training - Navigation

Essentials Training – Advanced Order Entry

CSR / DSC Communication with the Warehouse: How does the

Short Ship Order Line(s): CANCEL ________________________Page 18

Will Call Order Entry Steps (WC) _________________________ Page 52

Advanced Order Entry – Table of Contents.doc i

Order Entry Hold(s) in HN0101 ___________________________ Page 60

Other Order Entry Hold(s) in HN0101 ______________________ Page 71

AOM Routines: SW Star Dating utilizing AOM Departure(s) ____ Page 86

Business Process: Overriding the Departure on an Order ________ Page 96

Advanced Order Entry – Table of Contents.doc ii

Basic Price in HN0101 __________________________________ Page 105

Inquiries: IVAN – Inventory Analysis ______________________ Page 123

AOM Inquiries: Product Availability _______________________ Page 139

AOM Appendix: _______________________________________ Page 223

Advanced Order Entry – Table of Contents.doc iv

Advanced Order Entry – Session Agenda.doc 1

Communication with the Warehouse

1) Alternate Ship-from Locations: Also known as Alternate Warehouse Shipping,

3) Adding a Product to an AOM Order: This process entails adding a “NEW”

5) Decreasing Product Quantity on an AOM Order: This process entails decreasing

Communication with the Warehouse

After back out

Short Shipped Order Lines: Cancel

Fig. 11 Fig. 9 Fig. 8

Fig. 12 Fig. 13 Fig. 10

Short Shipped Order Lines: Backorder

Fig. 6 Fig. 7 Fig. 8

10) Exit the Product Base Query Window.

Fig. 15 Fig. 13 Fig. 12

Fig. 16 Fig. 17 Fig. 14

28) Exit the Product Base Right-Click.

Product Availability on the Order Line

Fig. 35 Fig. 34 Fig. 32 Fig. 33

Fig. 40 Fig. 39 Fig. 37 Fig. 38

Fig. 50 Fig. 49 Fig. 47 Fig. 48

Short Shipped Order Lines: Backorder / Force

Fig. 4 Fig. 1 Fig. 3

Fig. 11 Fig. 9 Fig. 8

Fig. 12 Fig. 13 Fig. 10

Product Availability: the Backorder Replenishment Rule

Fig. 25 Fig. 24 Fig. 22 Fig. 23

Backordered Order Line(s): Force to AWCS Control

21) Move to the Ship-to Address Window (Page 2 / Window 4 of HN0101).

23) Move cursor to the BOShip? field.

Fig. 36 Fig. 37 Fig. 34

Rules of BOShip? field

Order(s) / Shipment(s) Outside the Ship Reservation Window: Force to

5) NOTE: PLEASE REMEMBER – JUST BECAUSE THE ORDER HAS BEEN

Order(s) / Shipment(s) Outside the Ship Reservation Window: Force to

Will Call Order Entry Process

Advanced Order Entry – Will Call Order Entry Process.doc 52

Advanced Order Entry – Will Call Order Entry Process.doc 53

26) NOTE: Press Return to exit the Detailed Order Line.

Advanced Order Entry – Will Call Order Entry Process.doc 54

Advanced Order Entry – Will Call Order Entry Process.doc 55

Advanced Order Entry – Will Call Order Entry Process.doc 56

Fig. 13 Fig. 14 Fig. 16

Advanced Order Entry – Will Call Order Entry Process.doc 57

Advanced Order Entry – Will Call Order Entry Process.doc 58

Shipping a Will Call Order by LTL

Advanced Order Entry – Will Call Order Entry Process.doc 59