About Covered Supply Orders
This feature lets you place an order for covered supply items as well as non-covered supply items from within the Commercial Order Entry window. For example, if a customer calls to order toner and paper, you can place both items on a commercial order. This eliminates the need to create two separate orders, one in Serialized Order Entry and one in Commercial Order Entry.
To use this feature:
Set up item stock classes in the Classes to Prompt Machine Covered Supplies boxes in the Order Entry Commercial OE Parameters. You can specify a range of stock classes as well as an additional ten different stock classes. Save your changes.
Create a contract type in the Machine Contract Types tab, CS for covered supplies, for example. In the Supplies Included Class Range boxes, enter the range of stock classes you specified in the Commercial OE Parameters boxes. Save the new contract type.
Assign the stock classes to the items so the system prompts you in Commercial Order Entry. You do this using the Class box in the Item Master tab. Retrieve the item and click the Class box. Enter the stock class for the covered supply item. Save your changes.
Go to Commercial Order Entry and begin placing your order. When you place the covered supply item on the order, the system opens the Assign System/Serial dialog box so you can specify a machine. This allows you to link the item to a specific machine. The item shows zero cost, indicating it is covered by the contract assigned to this machine. For more details, see Placing Covered Supply Orders in Commercial Order Entry.
Note: Since multiple machines can be used on a single commercial supply order, the system prompts the user whether to use the machine ship-to for the order if a machine ship-to exists. The system prompts after each machine. For example, if four supplies are added to an order for four different machines that have a machine ship-to address, the user is prompted four times.