Enter data for Quotes / orders
Each order or requirements list has a unique number. Use the order number box to enter a number or code of characters and numbers. The maximum length of the number or code is 8 characters. Enter a new code to create a new order or requirements list or enter an old code to recall existing data. When you first enter the screen the order number/code box shows the next free order number.
Click on the small list button next to the code box for a list of existing
items.
(You can also click on the list button at the top of the screen for a list of items)
When you save the order or requirements list all the details are stored in a file named with this code for example: 00123456.SOP (order file) or A1003.REQ (product requirements file).
Number already in use for Requirements (REQ) file - If you are using Quotes/Orders and enter a NEW order number the program checks that a requirements file of the same number does not already exist. If it does you are warned of this because you may have created the Requirements file manually and lose valuable data when the program saves the Order and automatically creates a new Requirements file.
If this warning occurs and you want to keep the existing requirements file or are not sure what to do simply choose an alternative Order number or code.
Default Order number - When you enter Quotes/Orders or Product requirements the Order Number box is filled out with the next Order number. This default is generated by keeping a record of the highest number used to date - alphanumeric codes are ignored.
Notes
- For import or copy or Orders or Product requirements files which have numeric codes the default order number does not take account of the import or copy. For example, if the highest imported or copied file is 10011039 and the current default setting is 10011020 the next highest number after the import or copy is 10011021 not 10011040. The simplest way to correct the default number is to load the highest imported or copied file and save it. This will update the default numbering system.
- Two separate sequences of numbers are maintained for Orders (SOP) files and Product requirements (REQ) files. You will only notice this if you use both Orders and Product requirements and create the requirements files manually.
