Summary
The Orders screen is the control point for the whole ordering system
Details
The orders screen is headed by a selection toolbar where you can elect to show all jobs that have any quantities and any combination of
| • | Cost Centres without orders (that is, no Supplier has been selected) |
| • | Cost Centres ready to order (but not logged) |
| • | Logged Orders (that is ones that have been placed) |
You can also elect to show:
| • | Cost Centres without orders (that is, no Supplier has been selected) |
| • | Cost Centres ready to order (but not logged) |
| • | Logged Orders |
| • | Cancelled Orders |
Note that each cost centre can have an order for each different load number in that cost centre
The main panel holds a grid displaying all Jobs that obey the selection criteria and containing the following fields:
Job
Client
Lock Status
Last Cost
Ordered
Job Details
Clicking on the 
symbol opens up a child grid, Orders. This grid displays
Code
Cost Centre
VO
Load
Supplier Code
Supplier Name
Amount
Ordered
% Supplied If a supplier does not have a price for a particular item, the system uses the estimate price
If a supplier has a price all items in the order, % supplied will be 100%
If a supplier has no price on any item in the order, % supplied will be 0%
Delivery Date
Order Date
Order No
Attachment Files Files to be sent as additional attachments to Emailed orders
Over-Runs
Invoiced
Ok to Pay %
Balance
Authorised
Comments
Clicking on the plus symbol opens up a child grid, Quantities. This grid displays
Code
Description
Quantity
Units
Unit Price
Price
The prices displayed are bill prices, not Supplier prices (as the supplier may not necessarily be selected)
This grid is for display only: the fields cannot be edited
Refer Selecting Suppliers
Order Pricing
Databuild uses a system of Historical Pricing for both Catalogue Items and Supplier Items.To determine the price of an item, the system goes through the following processes:
If the Item in the bill has its price level set to "manual" and "Use Manual Prices" is checked in the Print Orders screen, the system uses that manual price.
If not, the system searches the Supplier's Prices for the latest prices whose "Valid From" date is equal to or before the order date. If "Use Supplier Area Pricing" is selected in the Bill of Quantities Options, and the Job postcode is in a valid Area, the search is restricted to supplier prices for that area
If multiple prices with differing Supplier References are found, The Ambiguous Supplier references system is invoked and the correct price found
If only one item is found, that price is used
If still no price is found, and the bill price is locked, then that price is used
If not, the price level is set to the default price level as set in the Bill of Quantities Options . If this level is set to "Supplier's prices", the price is set to zero.
Otherwise the system searches for the latest price at the default level whose "Valid From" date is equal to or before the order date
If still no price is found, the system searches for the latest price at the bill price level whose "Valid From" date is equal to or before the order date
Finally, is still no price has been found, the current bill price is used
Toolbar
| Edit Menu |
| Over Run Causes These populate the drop-down in the Over-runs field of the orders grid |
| Standard Comments These populate the drop-down in the comments field of the orders grid |
| Cover Text Displays and prompts standard note "SORDMH". Earlier versions used a text file "Email Cover.txt" in the data folder. If this file is detected, the contents are transferred to the standard note and the file is deleted. |
| Navigate Menu |
| Go To Job |
| Go To Cost Centre |
| Select Standard Notes Populates the Standard Notes section of Order Notes |
| Action Menu |
| Logging Menu |
| Log Orders Logs selected orders |
| Log All Orders Logs ALL orders in selected jobs |
| Un-log All Orders Un-logs ALL orders on selected Job |
| Clear Un-logged Suppliers All un-logged orders have their Supplier removed |
| Clear Dates |
| Cancel Orders Cancels a logged order and generates a new un-logged order |
| The canceled Order Load Number becomes negative and the canceled Order code will be inserted into over runs column. |
| Delete Orders |
| Delete Orders without Quantities Will delete un-logged orders without quantities |
| Lock Jobs Will lock selected job(s). This process removes any un-logged orders without quantities, logs all un-logged orders,prevents bill estimating, locks job budgets and sets the date on unprinted orders to today |
| Options Menu |
| Apply Area restrictions Will restrict supplier selection for orders to only those suppliers nominated by post code that match Job Post Code |
| Reprice on Drop Down When selecting a supplier, the system will reprice orders |
| View Standard |
| Horizontal Resizes Orders, Preferred Suppliers, Select Orders and notes screen in a Horizontal fashion |
| Vertical Resizes Orders, Preferred Suppliers, Select Orders and notes screen in a Vertical fashion |
| Reports Menu |
| Orders |
| Cost Centre |
| Order Profile |
| Order Profile (no prices) |
| Supplier Selection Menu |
| by JOB |
| by Cost Centre |
| Over Runs Menu |
| Detailed |
| by Job |
| by Cost Centre |
| by Job Type |
| by Supervisor |
| by Estimator |
| by Sales |
Select or deselect ALL Jobs or Orders
Delete selected orders
Prices Unlogged Orders
Load Preferred Suppliers module
Load Copy Order Profile module
Display Standard and Custom Notes for each Order
Loads Job Search module
Loads Select Orders module
Selects Orders that are ready to be emailed (Order must have a Supplier that has been setup to email Orders)
Stop Order Printing
Order Summary Report
Load Print Orders module
Closes the routine