Order Date defaults from the system date. You can change this value. For example, if you take an order over the phone and do not enter the order into the system until three days later, you can change the date to reflect the day you took the order.

The required date is calculated by the system based on the order date plus the Shipping Lead Time in Material Order Control (11.11.24).

If you modify the required deliver-by date at the header level for an existing MO, the system prompts you to update the required date for each line item.

If you respond Yes, the required date for each line item is updated to match the updated required date on the MO header as long as EMT is not being used and the line has not been shipped in full. If a line item cannot be updated due to EMT restrictions, an alert displays. If one or more line items cannot be updated, a prompt displays asking whether you want to continue to update the line items that can be updated, or if you want to cancel the update. If you cancel the update, the line items remain unchanged, but you can still update line items manually if required. When the update is complete, the system displays a message to this effect.

If you respond No, none of the MO line items are updated. You can, however, update the required date on line items manually if required.

The due date is calculated by the system based on the order date plus the Shipping Lead Time in Material Order Control (11.11.24).

If you modify the required ship-by due date at the header level for an existing MO, the system prompts you to update the due date for each line item.

If you respond Yes, the due date for each line item is updated to match the updated due date on the MO header as long as EMT is not being used and the line has not been shipped in full. If a line item cannot be updated due to EMT restrictions, an alert displays. If one or more line items cannot be updated, a prompt displays asking whether you want to continue to update the line items that can be updated, or if you want to cancel the update. If you cancel the update, the line items remain unchanged, but you can still update line items manually if required. When the update is complete, the system displays a message to this effect.

If you respond No, none of the MO line items are updated. You can, however, update the due date on line items manually if required.

Enter the time at which the material order is required. This is most useful if the materials are needed on the same day as they are ordered.

When you create new material order lines, the system will use the time defined in this field as the default time.

If the customer associated with the call specified on the MO is on credit hold, a specified code or HD displays in the Action Status field. The effect of this status depends on the settings of Credit Hold Option and Use Action Status in SO Accounting Control in SSM Accounting Control. See Credit Implications of MOs.

MOs transfer material. When you associate the MO with a call, this field defaults from the customer Ship Via for the end user initiating the call. You can enter any valid shipper in this field. The Ship Via information prints on the Material Delivery Note. Set up values for Ship Via with Generalized Codes Maintenance for the field so_shipvia.

You can enter brief remarks concerning MO handling here. If you specify a call on the MO, remarks default from the end user’s customer.

Defaults from Imp/Exp Default in Intrastat Control and displays if Use Intrastat is Yes in the same control program. Set this field to Yes to enter or maintain import and export data for the order used to create Intrastat History Reports. If Yes, the standard Intrastat frames displays for input of appropriate data. See MOs and Intrastat.

Enter the site where the items to ship are located. This site is used as a default during line-item entry. You can change this value on a per line-item basis. This field defaults from the spares site set up with Default Site Maintenance (11.21.13) for a blank key. See Default Sites and Locations for details.

This field is similar to the same field in sales orders, and defaults from the value for Confirmed Orders in Material Order Control. Yes means that the MO is confirmed and available for shipping when your entry is complete. You can modify this field only when you first create an MO. If the MO is not confirmed when you create it, you must execute Material Order Confirmation (11.11.2).

If you are using EMT and enter an EMT transshipment item, the system only creates a purchase order for the supplier when the line is confirmed. If you create the line as unconfirmed, the PO is automatically generated when you run Material Order Confirmation.

If you specify a call, this field defaults from the currency associated with the call’s customer. Otherwise, it defaults from the currency associated with the internal customer specified in Material Order Control. You can enter a different currency for this material order when you create the order. You cannot change the currency for an existing order. You can apply field security to this field.

If you enter a non-base currency, an exchange rate pop-up displays the current exchange rate relationship. You can modify this, if needed, and optionally specify the rate as fixed.

Enter the language to use on material order documents. Language defaults from the call end user or the end user’s customer.

You can update this field only when you first create an MO and do not specify a call. If this is an expensed MO, enter a valid charge code defined in Charge Code Maintenance (11.21.21.1). The system uses the charge code to determine a charge product line. The expense is debited to the Service Expense account associated with this product line. If you enter a charge code, the system expenses everything on the MO to this charge code.

The value for this field defaults from Material Order Control.

Yes: The shipment frames display after you complete your MO entry. Completing the MO shipment entry then starts all the inventory transfer functions.

No: You must execute shipment as a separate function later, using Material Order Shipments (11.11.6).

If this field is Yes, a pop-up window displays so that you can modify the allocation parameters set by default in the control program. These parameters include consume forecast, allocate days in future, and detail allocations.

The value for this field defaults from the MO Header Comments field in Material Order Control. If Yes, a standard transaction comment frame displays for entry of header comments. You can print header comments on MO documents such as the Material Delivery Note by setting Print on Packing List to Yes.

If this field is Yes (the default), you can print a packing list for this MO with Sales Order Packing List (7.9.13). A separate MO packing list print function does not exist. However, material order shipments produce a Material Delivery Note, which you can use as a packing list. If detail allocations were not made in Material Order Maintenance, printing a packing list performs the allocations.

If this field is No (the default), you can manually enter MO lines. Set this field to Yes to use the Materials List to record details of MO lines and create a new BOM structure. (This field is read-only if the MO already exists.)