Monthly Archives: November 2016

Ship ASAP Backorder Processing

As a rule, ‘stock’ backorders ship according to the backorder processing method associated with the customer’s account (established in Customer File Maintenance). Backorders are typically allocated and released based on days allocated and/or dollar value. They can be shipped along with another outgoing order or shipped as part of a scheduled backorder release. On occasion, a customer may request that a ‘stock’ backorder release and ship as soon as it becomes available for shipment. The request may be made at order entry time or after-the-fact.

You can flag backorders to ‘ship ASAP’ during order entry in the order header, thus flagging all backorders on the order to process this way.

Toggle on the order option ‘g in field 6 of the order header.

You can flag individual items to ‘ship ASAP’ at the line item level by using the ‘SA’ option at the ‘V?’ prompt.

Change the flag from ‘N’ to ‘Y’.

Change the backorder after-the-fact in Backorder Edit/Inquiry.

Edit the backorder using the ‘E’ option within the program.

While in edit mode and at the specific backorder use the ‘/SA’ option to change the ‘ship ASAP’ backorder processing option.

Change the flag from ‘N’ to ‘Y’.

The ‘ship ASAP’ backorder processing flag has been set but an automated job/scheduled task must be created that will run at a predefined time of day that will check for any ‘ship ASAP’ backorders that have been received into stock.

Run the Backorder Allocate and Release program selecting the ‘Customers to Release’ option #12.

Save the job as an ‘automated’ job and schedule it run each work day at the time you’ve determined to be best (mid-afternoon).

Regarding freight charges – many freight policies provide for prepaid or allowable freight charges when shipping backorders. With this type of backorder freight policy it’s usually integrated with the practice of importing backorders onto new orders and only shipping standalone backorders when no new orders have been placed for a period of time or the backorder dollar total exceeds a specific dollar value. The ‘ship ASAP’ backorder processing mechanism provides for defining a freight policy other than the ‘normal’ policy so as to recoup (not ship prepaid or allowable freight) the shipping costs.

Field 40 of the Freight Terms codes record allows you to override the freight policy when a ‘ship ASAP’ backorder is being processed.

Single Use Promo Codes

A promotional code may be such that you wish to limit the use to a single use. Once the customer uses his single use promo code then the promo code is automatically removed from his list of allowed single use promo codes. CODIS will add the promo code back to the customers list of allowed single use promo codes if the order is cancelled.

What’s required –

Create the single use promo code in the Codes File Editor.

Define the customer(s) allowed to make use of the single use promo code. This can be done in the Customer File Maintenance program when the single use promo code is for a limited number of customers. Otherwise using program OE3902 will define the customers from a list (csv file).

Here’s an example of a single use promo code called ‘PPDFRT’. The promo code is identified as a single use only promo code by adding ‘Yes’ in field 8. The ‘PPDFRT’ promo code also adds an order option of ‘P’ to any order containing the promo code and the customer has the single use promo code in his list of allowed promo codes.

Customer File Maintenance, screen 7, line 12 indicates the single use promo codes allowed for the customer being displayed.

Run OE3902 to update customers from a csv file. The csv file can contain customer numbers only or can contain the customer,promo code.

The program allows you to add or remove single use promo codes. This allows you to create a scheduled job that adds a single promo code at the beginning of the promotional period and then remove any unused single use promo codes at the end of the promotional period.

You can be specify that a single use promo code be added or removed based on the existence or non-existence of a different single use promo code.

Enter filename of the csv file that contains the customer(s) the program will use to add or remove the single use promo code to/from the customer file.

Enter ‘A’ or ‘R’ to indicate if you are adding or removing a promo code.

Enter the single use promo code you are adding or removing (if it is NOT contained in the csv file that contains the customers you are processing).

Enter the ‘other’ single use promo code that the non-existence this action depends upon. For example, the ‘new’ single use promo code will added or removed as long as the ‘other’ single use promo code entered on the line is NOT already in the customer’s allowed single use promo codes.

Enter the ‘other’ single use promo code that the existence this action depends upon. For example, the ‘new’ single use promo code will added or removed as long as the ‘other’ single use promo code entered on the line IS already in the customer’s allowed single use promo codes.

Enter ‘Y’ to update the customer records.

When a customer has single use promo codes available then ‘/PRS’ will appear at the bottom of the order entry screen. To access/enter available the single use promo code(s) type ‘/PRS’ <enter>.

If the single use promo code is known then it can be entered at the prompt.

Typing a ‘?’ <enter> will display the available single use promo codes.

Type the single promo code you want to redeem and press <enter>.

The promo code is updated and any additional overrides are updated in the order as well (as evidenced by the ‘P’ in the order header).