OBASE — Order Entry & Invoicing
Sales order entry, allocation, shipping, invoicing, bookings, order history and pricing.
50 programs documented. Source: S:\Dept\Computer\Documents\PTIS2\AFTEC\OBASE.wpd, OBASE-2019.docx, OBASECLASS.wpd (vendor manual; see Reading AFTEC Source for how to convert and how to tell what actually runs).
This is the vendor's designed behaviour
The manual describes what a program was built to do. PSI does not use all of it — the cost-accounting standards path is the clearest example. Always confirm against live data and the cataloged object before relying on it.
| Program | Title | Purpose |
|---|---|---|
2401 | ORDER ENTRY AND MAINTENANCE - ( | This program allows the user to enter and maintain sales orders within the system. COMPANY NUMBER This is entered by the operator and must be an existing Company on the Company Master File (GL-COMPANY). |
2402 | ORDER ENTRY AND MAINTENANCE - ( | The following information will be retained on the screen for the line item entry portion of Order Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME All lines will have a line number. |
2402.ATP | ORDER ENTRY AND MAINTENANCE - ( | The following information will be retained on the screen for the available-to-promise screen of Order Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME PART NUMBER AND DESCRIPTION This screen… |
2402.LOT | ORDER ENTRY AND MAINTENANCE - ( | The following information will be retained on the screen for the lot/location entry portion of Order Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME This program allows the user to allocate… |
2402.WO | ORDER ENTRY AND MAINTENANCE - ( | The following information will be retained on the screen for the work order entry portion of Order Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME This program allows the user to initiate a… |
2403 | DAILY ORDER REGISTER | This is a hard copy report of all Orders entered since the last time this report was run and cleared. This is used to check the information entered. |
2404 | OPEN ORDER REPORT BY PART | This report is a hard copy print of all open Orders in Part Number order. This report includes all orders, both shippable and back orders. Any Orders on Credit Hold will have CH printed under the Order Number. |
2405 | OPEN ORDER REPORT BY CUSTOMER | This report is a hard copy print of all open Orders in Customer Number order. This report includes all orders, both shippable and back orders. Any Orders on Credit Hold will have CH printed under the Order Number. |
2406 | BACK ORDER REPORT BY PART | This report is a hard copy print of all Back Orders in Part Number order. This report includes all orders that have a Back Order quantity. |
2407 | BACK ORDER REPORT BY CUSTOMER | This report is a hard copy print of all Back Orders in Customer Number order. This report includes all orders that have a Back Order quantity. |
2410 | ORDER CREDIT HOLD DISPLAY/RELEASE | This program allows the user to release selected orders for a customer from credit hold. |
2411 | DAILY CREDIT RELEASED ORDERS REPORT | This is a hard copy report of all orders released from credit hold since the last time this report was run and cleared. |
2414 | OPEN ORDER REPORT BY HOLD MONTH BY CUSTOMER | This report is a hard copy print of all Open Orders by Hold Month by Customer. This report includes all orders, both shippable and back orders. Any Orders on Credit Hold will have CH printed under the Order Number. |
2415 | OPEN ORDER REPORT BY CUSTOMER BY HOLD MONTH | This report is a hard copy print of all Open Orders by Customer by Hold Month. This report includes all orders, both shippable and back orders. Any Orders on Credit Hold will have CH printed under the Order Number. |
2420 | PART/SALES ORDER INQUIRY | This program displays open sales order information for a given part. |
2425 | OPEN SALES ORDER DISPLAY | This program allows the user to display Open Sales Order information without allowing any changes. This permits quicker access than the regular entry and maintenance program. The header information is displayed first. |
2425A | OPEN SALES ORDER DISPLAY - ( | |
2426 | INVOICE/CREDIT MEMO HISTORY DISPLAY | This program allows the user to display Invoices and Credit Memos from the Invoice History files. This program is for display only and will not allow any changes to be processed. The header information is displayed first. |
2426A | INVOICE/CREDIT MEMO HISTORY DISPLAY - ( | |
2426B | INVOICE/CREDIT MEMO HISTORY DISPLAY - ( | |
2430 | SALES ORDER HISTORY DISPLAY | This program displays data from the closed sales order history files. The data displayed is described in the sales order entry and maintenance program (OBASE 2401, 2402). No changes, additions, or deletions are possible. |
2432 | DAILY SALES ORDER HISTORY UPDATE | This program allows the user to periodically remove closed sales orders from the Open Order files and transfer them to Sales Order History files. It may be run as often as desired and may be selective by company. |
2439 | SALES ORDER HISTORY PURGE LISTING | This program purges closed sales orders from the the disk and stores them on tape. It saves all of the order information including the header, line items, miscellaneous charges, and notes. |
2440 | DETAILED INVOICE HISTORY PURGE (.30 FILES) | This program will save the data of invoices in the invoice history files (INVOICE.HEAD.30, INVOICE.LINE.30, etc.) on magnetic tape, and them purge them from the computer disk files. |
2450 | 2-STEP INVOICING - ( | This program allows the user to invoice a previously entered sales order (2-STEP Invoice). |
2451 | 2-STEP INVOICING - ( | The following information will be retained on the screen for the line item entry portion of 2-Step Invoice Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME The operator will have at this point 2… |
2451.LOT | 2-STEP INVOICING - ( | The following information will be retained on the screen for the lot/location entry portion of 2-Step Invoice Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME This program allows the user to… |
2452 | 2-STEP INVOICING - ( | The following information will be retained on the screen for the final entry portion of 2-Step Invoice Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME TAXABLE MERCH VALUE The Total Taxable… |
2460 | 1-STEP INVOICE ENTRY - ( | This program allows the user to enter an invoice in the sytem, without previously entering a sales order. COMPANY NUMBER This is entered by the operator and must be an existing Company on the Company Master File (GL-COMPANY). 1. |
2461 | 1-STEP INVOICE ENTRY - ( | The following information will be retained on the screen for the line item entry portion of 1-Step Invoicing: COMPANY NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME All lines will have a line number. |
2461.LOT | 1-STEP INVOICE ENTRY - ( | The following information will be retained on the screen for the lot/location entry portion of 1-Step Invoice Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME This program allows the user to… |
2462 | 1-STEP INVOICE ENTRY - ( | The following information will be retained on the screen for the final entry portion of 1-Step Invoice Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME 1. |
2470 | CREDIT MEMO ENTRY - ( | This program allows the user to enter a credit memo against a previously entered invoice. COMPANY NUMBER This is entered by the operator and must be an existing Company on the Company Master File (GL-COMPANY). 1. |
2471 | CREDIT MEMO ENTRY - ( | The following information will be retained on the screen for the line item entry portion of Credit Memos: COMPANY NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME All lines will have a line number. |
2471.LOT | CREDIT MEMO ENTRY - ( | The following information will be retained on the screen for the lot/location entry portion of Credit Memo Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME This program allows the user to return… |
2472 | CREDIT MEMO ENTRY - ( | The following information will be retained on the screen for the final entry portion of Credit Memo Entry: COMPANY NUMBER ORDER NUMBER CUSTOMER NUMBER AND NAME SHIP TO NUMBER AND NAME 1. |
2473 | DAILY INVOICE & CREDIT MEMO REGISTER/UPDATE | This is a hard copy report of all Invoices and Credits produced since the last time this report was run and cleared. This is used to support General Ledger interface and as a verification document of daily transactions. |
2474 | DAILY INVOICE & CREDIT MEMO REGISTER RECAP | This recap will always print following the Daily Invoice/Credit Memo Memo Register. It will represent the actual postings that will be made to General Ledger. |
2475 | MONTHLY LOST SALES REPORT | This is a hard copy report of all Lost Sales recorded since the last time this report was run and cleared. |
2477 | DAILY UNSHIPPED ORDERS REPORT | This report will print all those orders which have been printed on forms, but have not yet been invoiced. This is used to keep track of paperwork. |
2478 | MONTHLY INVOICE & CREDIT MEMO REGISTER/UPDATE | This is a hard copy report of all Invoices and Credits produced since the last time this report was run and cleared. This is used to support General Ledger postings and as a verification document of monthly transactions. |
2479 | MONTHLY INVOICE & CREDIT MEMO REGISTER RECAP | This recap will always print following the Monthly Invoice/Credit Memo Register. It will represent a summary recap of the postings that have been made to General Ledger. |
2480 | SALES ORDER FORMS PRINT | This report prints all sales orders entered since the last time this report was printed and updated. Special forms need to be entered on the printer. Please note that the spacing of this report is approximate. |
2481 | INVOICE/CREDIT MEMO FORMS PRINT | This report prints all invoices and credit memos entered since the last time this report was printed and updated. Special forms need to be entered on the printer. Please note that the spacing of this report is approximate. |
2482 | MONTHLY RETURNS AND CREDITS BY REASON BY CUSTOMER | This report lists all the returns processed for each Customer by Part. It can be run anytime during the month. Each Reason will go to a new page. |
2483 | MONTHLY RETURNS AND CREDITS BY REASON BY PART | This report lists all the returns processed for each Part by Customer. It can be run anytime during the month. Each Reason will go to a new page. |
2484 | SALES ORDER BIN PICKING | Bin numbers and on hand bin quantities are to be printed on the picking print form. The bin detail will be obtained from the BIN file. |
2485 | DAILY CREDIT-HOLD ORDERS REPORT | This report will print all those orders that are on Credit-Hold. This is used as a back up for the Credit-Hold Release program. |
2492 | ORDERS/BILLINGS REPORT | This report is a hard copy recap of New Orders, Cancelled Order, Invoices and Credit Memos by Product Class for the current Week, Month, Quarter, Half Year and Year. |
2495 | CUSTOMER SHIPMENT HISTORY INQUIRY | This program allows the user to step through the last shipments for a Customer, starting with the most current order and then tracing back to the oldest ones. |
Menu paths for this module are in pro3prog/MENUFILE. For the programs that actually execute and their source items, see Reading AFTEC Source.