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Customer Form Special Orders Layaways

Action: CUSTOMER

The Special Orders/Pickup Tab is used to review the items On Order and in Pickup Inventory for the selected customer. The system will allow you to visit the PO Item Maintenance or Pickup Inventory data forms of each to review/make modifications. Order Grid

On Order Grid...Lists all the items that have been special ordered for this event. Only items that were sold on tickets for this event will appear here. If you sold an item on a ticket that was not linked to this event the item will not appear here. If you accidentally sold an item on a ticket that was not linked to this event, you can retroactively assign that ticket to the event. See How do I assign a ticket to an event?

Any special ordered item, regardless of event, will always appear on the Spec Orders/Pickup Tab on the Customer card. The grid will scroll to the right to display more information concerning the selected item.

The Ready for Pickup column will contain: ​ * On/after [date]: If there is a pickup notification date on the pickup inventory item * Est. on/after [date]: Purchase order confirmation date plus the 'Days to add to confirmed ship date on PO for est. ready for pickup date on MyInfo page' on the Other Settings tab of the System Setup OR if there's an RCR for the item, the RCR due date. * Not ready: Not in yet.

Buttons

Go to PO Item...Select an item in the On Order list and click this button to go to the Purchase Order Item Maintenance form to view PO item.

Go to PO...Select an item in the On Order list and click this button to go to the Purchase Order Maintenance form for the purchase order this item appears on.

Go to Ticket... Will display the sales ticket the selected items was sold on.

Note: The system will Display the code (RCR) in the customer name field of an item when the item has an RCR entry within the RCR form created and it does not contain an Return Date (must be out). This should indicate to the user that the item is NOT available for customer pickup.

Pickup Grid

Pickup Inventory list...Lists all the items currently in pickup inventory for this event. An item must have been received via the PO Maintenance form to appear here.

Buttons

Mark all Notified...Puts today's date in the Notified field for all items in pickup inventory for this event.

Go to Pickup Inventory...Select an item in the Pickup Inventory list and click on this button to go to the Pickup Inventory form to view this item.

Go to Ticket... Will display the sales ticket the selected items was sold on.

Note: The system will Display the code (RCR) in the customer name field of an item when the item has an RCR entry within the RCR form created and it does not contain an Return Date (must be out). This should indicate to the user that the item is NOT available for customer pickup.

Enabling the System Setup-> Options Tab-> Hide Items out on RCR on Cust/Event/pick notify? will HIDE (not display) the items out on RCR.