Clicking this button brings up the second page of the Enquiry screen.

Enquiry Date, Qtn Date

If the Order is one whose progress from Enquiry status to Confirmed Order has been tracked using this screen (by changing the status in the header on the first page), the dates of entry as an Enquiry and of upgrading to Quotation are recorded here.

Order Date

This field repeats the Date entered on page one of this screen, which represents the Date on which it was entered or altered to its present File State.

Order Period

The Order Period is automatically calculated when an Order Date is defaulted to, entered, or modified. It can, though, then be modified to put a Sales Order into a different Period to its Order Date. This can be useful for reporting purposes - for example, margins are often allocated by Period. Note that the Period is not checked as to whether it’s Open or Closed in the same way as in the Ledgers - the Period is in the Order simply for information purposes, not for accounting purposes. Likewise, there is no necessary correlation between an Order’s Period and that of an Invoice that was generated from the Order.

Comments…

Any length of comments can be made about the Enquiry. This box could be used by the sales person to pass details about the context of the Order to the Order Processing person who will thereafter be responsible for it. The Comments 1 field can be printed on documentation, while Comments 2 should be used purely for internal purposes.

To obtain a larger version of these fields, ensure your cursor is within either one and use the ‘Expand Text’ item on the Functions menu.

Enclosures…

When entering Products, it is possible to record enclosures that go with a particular product, such as special manuals or brochures. As you add Products to the Enquiry, appropriate Enclosures are listed here and can also be listed on WP documents associated with the Enquiry.

To obtain a larger version of this field, ensure your cursor is within it and use the ‘Expand Text’ item on the Functions menu.

Order Area

This field shows the area of the country in which the delivery address is located. The wildcard (@) can be used to bring up a list. When used in the US, and if the Areas have been set up correctly on the Core Menu in the Data Manager, an appropriate Tax Rate will be brought in to the field below.

Initially, a default will be placed in this field based on the Area of the client Company.

Tax Rate

When used in the US, Enterprise 6 will bring in the Sales Tax associated with the Area in which the Client is located.

Initially, a default will be placed in this field based on the Area of the client Company.

Event

On entering an Event Code (using a wildcard if necessary) Enterprise 6 checks that you haven’t already entered an Order record for that same combination of Company, Contact and Event - for only one is permitted. If a previous Order is found, you are alerted and asked if you want to delete the current record and go to the correct one, or to try again.

When an Event Code is specified for an Order the Order Type of that Order automatically changes to ‘EVENT’ unless you have already specified a different Type.

Credit Card No / Expiry Date / Billing Address if different

Use these fields if the Order on screen is being paid by Credit or Debit Card. You can enter Expiry Dates in various formats, such as ‘195’, ‘0195’,‘1.95’ or ‘1;95’ and they will be converted to the correct format of ‘01/95’. If you enter an Expiry Date that is prior to the current month a message warns you. The Billing Address field can be filled in if the address of the cardholder is not the same as that referred to by the address on page one of the customer’s Company record.