Modules»Order Processing»Minimum Order Fee - When Custo…
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Last modified on 10/7/2015 10:33 AM by User.

Minimum Order Fee - When Customer Picks Up Order

Sometimes a customer will pick up an order rather than have the order delivered.   If this happens a number of things can be affected, such as the sales tax charged on the order, as well as the minimum order dollar amount that is normally used in the system.  By changing a field on the sales order, in conjunction with parameter settings, the system will respond differently.

 

On the front screen of a sales order, field #9 is for Customer Pickups.  If there is a Y (for Yes) in field 9 the system is affected on how it responds.  One thing being the sales tax charged on the order.   When field #9 is Y on a Sales Order, the tax will be calculated using the selling division’s tax.   Go to the G/L module, Division Master (Task 21) to verify the correct taxing information.

 

 

There are a number of other things in the system that are also affected by changing field #9 to a Y.  Go to:

  • Order Processing (Module 6)
    • System Management Functions (Task 32)
      • Modify System Parameters (Sub-task 22)
        • O/E General (Selection 1)

 

Look for the following parameters:

 

DFLT'PICKUP=   Should the default for field #9 be: Y / or $-to force an entry?

 

PROMPT'PICKUP= This is the prompt for field #9, the Customer pickup' field.  Maximum of 12 characters.

 

PICKUP'Y'SHPVIA= When field #9 is a Y, which “Ship via” code should be used?

 

PICKUP'Y'FGHTRM= When field #9 is a Y, which “Freight terms” should be used?

 

And then there is the issue of minimum order dollar amounts and orders that are picked up.  Those parameters are:

 

MIN'PKU'ORDER= Enter in the minimum order amount for orders that are picked up.  For a $10.00 minimum order enter 1000 after MIN’PKU’ORDER.. 

 

MIN'PKU'FEE= This parameter can have either a dollar amount for a fixed charge or can be left blank to charge the difference between the order total and the MIN'PKU’ORDER amount.   

 

MIN'PKU'ITEM= Item # / TAB / FORCE / HANDLING / blank-warn This parameter can be:  Item # / FORCE / HANDLING / blank-warning

  • If set with an Item #  the system will automatically add the designated item as a line item to the sales order (Note:  the item should be set up as non-taxable labor).
  • If set with the word FORCE it will force the operator to manually meet the minimum order amount established in the MIN’PKU’ORDER parameter.  The operator will receive the following message if the minimum was not met: Warning: Order is xx.xx BELOW minimum. Cannot complete order until minimum $ are reached
  • If set with the word HANDLING the MIN’PKU’FEE will be added to the Handling field (field #5 on the Collection Screen of a sales order)
  • If left blank, it serves only as a warning to the operator that the order did not meet the MIN’PKU’ORDER amount.

 

MIN'PKU'OVRIDE'CUST=Y /N  On the Customer Master, field 40 (Min $ order) a dollar amount can be entered which overrides the system minimum order amount (found in the parameter:  MIN’ORDER).  A Y(es) in this parameter means the system will use the amount in MIN”PKU’ORDER instead of the Customer’s minimum.