KSOR - Customer Special Order

10.56 - 4/2/18-8/7/25

• warning prompt added on RESERVE RECEIPTED PARTS
• RO status displays on same line as blinking "RO Status: 123456"
• userid included in TRANS items

• sortkey included for new part numbers added to PART-NO.

• open RO numbers display under top header for manual SORs
• corrects sequence attribute in SOR and sends email to rex

• fixed sticker display in Search Names and Vehicles
• make quotes, then roll to inv with script to force billto lines to invoice

• report sorting menu added
  • SOR#
  • descending receipt date
  • cust name

uses Bluezone scripting to put parts on invoices/ROs with functions I and PRO
no longer adds PARTS items

• search fixed - if a line is closed and not received, it doesn't count for not received

• allows partial part numbers in search by using [ and ] wildcards
• exclude a part number or partial by putting NOT 12345]

• carries invoices to I function with WebSuite or Drive

• will not allow dumping from or to if anyone else is running KSOR or KSPI
• when dumping back to reserve, if insufficient qty o.h., closes sor line instead of deleting it
• bug in start auto-reserve fixed - hung with certain users

• changed order of prompts on entering new SOR
• manual SOR customer brings in cell, email, and contact method from NAME-FILE
• added Prepaid y/n to search
• added a reporting option with different headers on 132 width

• does not allow dump to o.h. if auto-reserve is running
• does not allow auto-reserve if reserve is temp dumped
• cannot close lines with ppd ro with other lines because process is different

• added answerbacks from Chrysler

• bug fixed - leaving RO WIP item locked
• can be set up for display only as normal, with admin override password for full function
• added answerbacks from Nissan
• updated answerbacks from GM
• added answerbacks from Ford

• sends text or email to customers when all received
• name xref issue fixed for Drive
• entering Function I issue fixed for Drive

• CSOR.FIX.CLOSED.RESERVE.SUB does not run if temp dump is on

• terminal changes to 132 characters wide when running reports to it

• on new SOR, cursor goes from cust# prompt to name prompt, even if it already has a name
• cannot roll to invoice if not ordered or reserved yet

• print to terminal issue fixed by limiting line length to 80 characters
• bug fixed causing orphan items to be created
• option to just close is always included in close screen
• prepaid RO parts rolled to new RO with no sale and no cost have a comment indicating the prepaid
• connection to KSOP
• other minor display issue fixed

• menu verbage changed
• changes to fix problems when negative on hands is not turned on
• changes for part number cross refs
• transactions showed wrong after-O.H. when putting Reserve back to O.H.
• fixed bug - when cancelling a new sor, SOR-LINES were left existing
• option to allow program to auto-select lines to close, or do it manually

• closing lines is now more flexible
  • close to existing invoices or ROs
  • close to new invoice
  • close RO sors to invoices if RO is closed
• only header changes can be cancelled - changes to lines are permanent
• if lines are closed in I or PRO, and they have Reserve quantity, KSOR clears the Reserve and updates as necessary
• part number cross-references added
• no minus adjustments to negative if Negative-On-Hand is not turned on
• storage of Reserve quantities in SOR-LINES changed to maintain compatibility with ADP updates
• invoice SHIP-VIA added to KSPI search
• F5 from search results screen jumps into I function to work invoices
• ability to update notification dates
• Contact Method, Cell phone and Email added
• Contact Method displays in KANY
• Customer Name field in KSPI finds close matches
• minor bugs fixed
• connection to SRCH program

• allows closing of lines of only 1 of 3 types at a time:
  1. prepaid on RO
  2. from RO still open
  3. others
• change made to CSOR.PRINT.SUB to handle new tech field
• fills RO lines based on quantity minus filled instead of reserve quantity
• notice of auto-reserve status on startup if not running

• closes SOR without errors if prepaid RO and no current RO open
  (this is not the right way to close an SOR prepaid on an RO
  it should close to a new RO)

• to include transaction GE last time instead only GT
• if no default source/mfg, does not cause error when adding part not on file
• 12 comment lines available

• fills parts on open ROs where the parts were ordered from the RO instead of adding a new parts line to the RO
• bug fixed - PARTS items were created with attr 4 showing o.h. after transaction instead of before
  If the part was detailed and zeroed, O.H. was not updated correctly.
• in part detail window, qty can only be edited if manual sor

• now prompts for core charge or not instead of always charging it
• checking for other users before dumping is now logon specific

• bug fixed - was not reserving received parts sometimes because of the way the TRANS items were sorted

• turning auto reserve on and off works correctly for multiple stores on one box

• name cross reference bug fixed
  was only looking up parts customers

• CSOR.PHR creates a file for a VBScript to send email notices

• default printer is by userid instead of port
• subroutine calls available with custom reports for more customized reports
• SOR# added to Refer field of TRANS on the plus and minus transactions for Reserve

• bug fixed in custom reports

• new way to extract mfg-MASTER

• works correctly with ADP's IN990 upgrade - now writes TAX items

• if more than one sor with the same part number, order number, order date, order type, and receive date, was only reserving the first one
• added notice of O.H. available to fill SORs

• when closing prepaid RO parts
  • if no related RO is open, closes the lines and minuses the quantities from O.H.
  • displays ROs open for cust and vehicle and invoices the parts on selected RO/line at no cost
• PP column displays correctly for prepaid invoices or ROs
• makes you hit enter so you notice the "Use T=Y to apply tax" prompt
• bug fixed - bin entered for part reserved from stock no longer defaults to stock bin
• data is written to SOR file for every change, instead of just when saving with F3 at the end

• Allows using just the ENGLISH in saved reports but with selection criteria from the search screen by hitting F11 at the found results screen
• version # is displayed

• option to prompt for PART-NO. BIN when adding a part NOF

• file cleanup for RVST moved to RVST

• Utilities had SETUP EMPLOYEE DEFAULT BINS
  Now has SETUP DEFAULT BINS, which splits by menu to BY EMPLOYEE or BY LAST CHARACTER OF PART NUMBER
  LAST CHARACTER option prompts for a prefix which can be null

• Search screen had:
  Open/Closed
  Enter O or C or leave blank
  O showed if SOR open
• Now:
  Open/Lines open/Closed
  Enter O, L, or C or leave blank
  L shows if any lines open
• checks cust# and cross references BEFORE checking for an existing invoice in case there is an invoice with the same number as a customer number

• added ability to create order lines from the edit (main) screen
• when closing a line but not invoicing it, apply SOR bin to the PART-NO. bin
  this is optional and is turned on or off in Utilities | Options

• phone numbers pulled from NAME-FILE instead of SOR to get correct Home and Work phones for reporting and for SOR header display
• job stack program now pulls the Reserve quantity from part numbers that have changed to a MEMO
• creates invoices when rolling instead of using the I function "S"invoice#
  using the I function rolled part numbers that have O.H. even if the part for the SOR is not yet received

8.7 - 11/27/05

• bug fixed in search: if a line was closed with no receive date, and Y is selected for All Rec? it did not make it to the results

• compatibility with BI
• if core tracking is on, now gives right info for what to enter in function I to create an invoice

• PO field in search screen expanded to 12 characters
• display issue in search screen for Salesperson # fixed

• added answerback info - GM only

• compatability with DSHP - Display Shipments

• default emp bins are written when CSOR.ENTER.BINS is accessed if selected SOR-LINES have null bin
• detects if core tracking turned on

• no longer reads (and displays) VEHICLES item with null id

• added service writer to display in ENTER BIN LOCATIONS
• added function to set up default bins for employees
• for compatability with ADP upgrades:
  • RES-QTY changed from attr 17 to attr 18
  • TECH changed from attr 18 to attr 15
  • attributes 16 and 17 are now used by ADP for prepaid ROs
  • all my prepaid RO stuff is removed
• find existing manual SORs by typing cust # or xref at Request# prompt
• type in invoice# at cust# prompt and program finds cust#
• fixed bugs:
  • if option to use stock bin was false, it was doing it anyway
  • reserving only happened once for same order number, date

• fixed search bug
  if searching a date field for BEFORE, the statement needs to say e.g.:
  WITH RDATE AND WITH RDATE BEFORE "x" instead of just
  WITH RDATE BEFORE "x"

• fixed bug - was not bringing bin1 in from part-no. when option is on except on priority RES

• service logon display only includes F2-detail, but with no edit

• bug fixed - custom reports were not being stored correctly

• if RO status is C], can still prepay parts, but warns
• bug fixed - F7 to close to RO went to function I - now goes to function PRO

• fixed search to include Open/Closed

• can bypass tech prompt when the option is turned on so you can use it to import techs from ROs, but don't have to have a tech on a manual SOR

• compatability to ADP 970 - new name cross-references

• cleans junk out of DS
  • CSOR.REMEMBER.SOR.port
  • CSOR.INV.RECD.port
  • CSOR.LTD.port .trns
  • CSOR.TRANS.port .sr
  • CSOR.SOR.port .sr
  • CSOR.SORLINE.port .sor*line
  • SEARCH.port.SLCTD
  • SEARCH.port.DSPL
• prepaid ROs
• reserve quantities rebuilt after STK runs
  CSOR.LAST.STK item in DS holds last IN.ORDERS id to compare
• tech #s now prompted for and included in SOR-LINES attr 18
• on RO SORs, tech is brought in if option to use techs
• new file LTO (last tech ordered)
  • 000 part#
  • 001 tech#
• tech# on search screen
• display-only function KSPI for service logon
• an sor-line could be closed in SOR function - now repaired in KSOR
• auto-reserve option
• display includes prepaid indicator

• ability to search cust name in KANY

• ability to invoice s/o parts before received
  program gives a temporary receive date and quantity on-hand
  then changes back after invoiced
• SP-ASSIGN changes back to what it was after printing
• option to default priority to RES
• option to allow parts on SOR that are nof
• other minor bugs fixed

• when changing a part number from delete status to not, puts a 1 in att 8 (P-U)

• transactions are recorded as TIME()-1 so they sort before the OE transaction item

• prompts for salesman after prompting for emp to add lines
• Order Number added to search options
• In the 3 date field of search, now can use T, <n, and >n
• new printer selection
• can memorize reports based on search criteria
  CSOR.MEM.REPORTS
  001 name
  002 name ..
  
  CSOR.MEM.REPORTS.1
  001 SR
  002 CUST
  003 NAME
  004 PO
  005 VEHID
  006 HPHONE
  007 BPHONE
  008 PRTN
  009 PRIORITIES
  010 REQ.DATE
  011 REC.DATE
  012 ORD.DATE
  013 ORD.NUMBER
  014 WRITERS
  015 EMPS
  016 SLSPERS
  017 ANY.RESERVE
  018 ALL.REC
  019 OPEN.CLOSED
  020 REPORT.TYPE
  021 english statement
• if report type 2 (SOR-LINES), then bottom 3 criterea in search do not count and must be included in the statement
  therefore, should be no WITH in type 1, and only WITH for received, reserve, and opened in type 2
• ability to open new sor with same id as an open RO for reserving parts only
• part display line changed to accomodate longer emp#
• ability to change emp#, slsper#, qty, stock bin in detail window
• update bins can be done for todays receipts or now by order number
• qty defaults to 1
• priority defaults to setup in SOS-OPTS

• fixed problem in search if SEARCH.port.DSPL or SEARCH.port.SLCTD gets left
  CSOR.MAINT cleans them out of DS if port not in use
  CSOR.MAINT also cleans out backup trans items left in DS

• added Parts Reserved (Y or N) to search screen
• added F2 functionality same as for sor detail at search results screen
• added INS to input.key.sub and now can use INS to insert customer number on SOR without changing other info (name, address, etc.)
• close lines:
  • 'Close Lines' flag at 0,1
  • F6 Invoice - goes to I function and creates invoice for this sor
  • F7 R.O. - rolls reserve, displays possible ROs, goes to PRO
  • if not filled on an RO, remembers SOR and opens it back up when exit PRO
• 'Add Parts' flag at 0,1
• removed "more menu"
• updates fill (att 10 of sor-lines) when closing prepaids
• can use INS to use displayed customer for invoicing instead of choosing a generic cash account from list
• requires PO to create invoices for customers that require POs
• dump can be added to job stacks as RESO (Reserve Out) and RESI (Reserve In)
• when adding parts not on file, shows description from master or tells you not on master before asking to add
• no bold on parts list (caused problem with some emulation setups)
• other minor bugs fixed

• add.part will not allow ordering from KSOR with RO open
• CSOR.NAME changed to allow for longer length of account#

• added part line detail option to printing function of search

• added DUMP BEFORE DATE
• changes MEMOs to new number in att 1 of SOR-LINES and moves the reserve qty to new number in CSOR.EDIT and CSOR.MAINT
• CSOR.MAINT makes a note in CSOR.MAINT.LOG if reserve on hold and does not update

• put date() in att 9 of sor-lines for reserved parts when reserved
  solves problem of notice not printing because of no receive date on reserved part
• gets DR.CO (WIP att 051) from SALE-FILE for multiple companies