TRAVERSE Global v11.1

Orders

Use the transactions functions to enter customer invoices, orders, price quotes, credit memos, RMAs, and cash invoices. You can also use these functions to edit, verify, or backorder transactions. You can enter transactions before you receive payment, when you receive partial payment, or when you receive the entire payment.

The ability to enter Return of Merchandise Authorizations (RMA) gives you the ability to accept and credit returned merchandise. An RMA precedes a Credit Memo like a Quote precedes an order. An RMA number will be issued, and the transaction will be held until product is received against the RMA.

Note: If you interface Sales Order with Inventory, Sales Order transactions update the Inventory in-use and committed quantities online. When you post Sales Order transactions, the system updates the available quantities, dates, detail history, and lot and serial history if the Inventory options are set to retain this information.

After you enter an invoice or order, you can print online invoices, picking slips, and quotes if you select these options in the Business Rules function. You can print online invoices for any customer, even if the customer's record does not require that the customer receive invoices. You can also create a Purchase Order or Purchase Requisition from a line item you want to add to the order. See SO Link to PO for more information.

Note: A pop-up notification window will appear if the customer is on credit hold when you enter a sales order.

Transactions do not need to be in the currency assigned to the customer for which you are entering a transaction. That is, transaction amounts may be entered in any Active Currency. Use the Base Currency check box that appears when you select a customer that uses a currency other than the base currency to view or enter transaction amounts in your company's base, or functional, currency.

With the Configurator application, you can use the Orders function to configure a sales order item or a manufactured item. You choose which type of item (sale item or manufactured item) you are ordering when you select the item to configure.

Command buttons on the toolbar:

Select To
Update Unlock fields for editing.
Copy If available, copy items and quantities from the customer's previous orders. See SO Copy for more information.
Verify Verify a new order. Note: Click Yes to verify and ship all items or click No to verify the order but do not want to ship all items.
Rem Credit View the customer's credit limit, open invoice balance, transaction balance, and credit available. See Credit Dialog Box for more information.
Exchange Rate Edit, if applicable, the exchange rate before saving the transaction. Once you save the transaction, you cannot change the exchange rate.
Print Print, if applicable, the invoice, Acknowledgment, Picking Slip, or Packing List associated with the transaction.
Payments Collect online payment information to be processed through the TRAVERSE Payment System (TPS). See External Payments Button for more information.
  • Use the Base Currency check box, if available, to select whether to display the transaction's currency amounts in your company's base currency.
    Note: This is only available if you use multicurrency and the customer's currency is different than the base currency.
  • The Net Due read-only field displays the total minus the paid amounts.

To create a new sales order, invoice, price quote, credit memo, or RMA record:

  • Click the New button on the toolbar.
  • The system will generate a new Transaction No.
  • Select the Transaction Type, as necessary: New (Sales Order), Invoice, Price Quote, Credit Memo, or RMA.

To edit an existing transaction:

  • Select the transaction you want to edit from the Transaction No drop-down list.
  • Click the Update button on the toolbar to unlock fields for editing.

To delete an existing transaction:

  • Select the transaction you want to delete from the Transaction No drop-down list.
  • Click the Update button on the toolbar to unlock fields for editing.
  • Click the Delete button on the toolbar. Click Yes on the notification window that appears.

Line Items

Use the Append button () to add line items to the transaction.

If you want to add a configured line item to the transaction, use the Configure button on the Customer Tasks Pane. See the end of this topic for more information.

Use the following command buttons on the menu bar to work with the line items for the transaction.

Select To
Re-sequence Reset the line sequence numbers if you've dragged the item lines into a different order.
Detail View additional information on the item, add bin and container numbers (if interfaced with Warehouse Management), and enter comments about the item.

Note: This button only appears for lotted items.
Req Generate a linked purchase order, requisition, or BM work order, as appropriate.
Completed Toggle whether the list of line items includes Completed lines in the list.