Order Planning Side Bar

Use the Order Planning Side Bar to display additional item information while in the Order Planning Request Entry (SEO220) program for quick selection and viewing. This provides information about ordering habits for the specified customer and information about items in the line item section to facilitate efficient ordering choices.

For information about the SO Side Bar, click here.

Click Show/Hide to toggle the Side Bar display off and on. Select a view from the drop box. For views with drag and drop functionality, click and drag one or multiple lines at a time to the line item section. Click Reload to refresh the contents displayed in the Side Bar area list box. Scrolling and go to page options are available in the lower right corner of the list box.

You can use the Side Bar for research and review after you specify an item. Limiting, scrolling and double click actions, when available, are also enabled during line entry. Drag and Drop during line entry is not allowed.

Refer to this table for the available Order Planning Side Bar views:

View Description Drag / Drop available Functionality
SO-companion items Displays all top-level companion items for all items currently on the order. Parent items are also listed. This is item-specific and contents change with items ordered. X Double click a line to launch the Item Inquiry (ICI610) Warehouse view for the item selected.
L-Long Term Surplus Displays items with long term surplus in the Initiating Warehouse. Additional warehouses with long term surplus are included if the Multiple Warehouses check box is selected in SO Static Control F/M and are valid for SO in Warehouse F/M (ICF970). If the customer has purchased this item in the past, the indicator column displays “Y” and the quantity. Negative values (returns) are changed to positive. This is customer-specific and does not change with item selection. X Double click a line to display the Change Long Term Surplus Quantity window to change the order quantity. Click Refresh to reset all quantities and values to their initial amounts.
S-standard orders Displays the standard order lines for the customer. This is customer-specific and does not change with item selection. X Double click a line to launch Standard Order Entry (SOE250). The side bar list box is updated and redisplayed when you exit Standard Order Entry.
Q-Quotes Displays unexpired quotes for the customer. This is customer-specific and does not change with item selection. X Double click a line to launch Quote Inquiry (SOI620) window for the selected quote.
N-Notes Displays notes based on customer and item. This is customer-specific and item-specific. The contents related to the customer will not change, but content may change with item selection in Order entry.   Select a note and double-click to launch the Note Entry (SME710) for the line and type (Customer or Document (header); Line or Item (line).
W-Warehouse quantities Displays the warehouse quantities for that selected line. All warehouse’s quantities for a selected item on the order are displayed. This is item-specific and contents change with items ordered in Order Entry.   There is no further action in this view.
D-On Order Displays the selected item’s current open orders for this customer (for a single item). Deleted, voided, in-register, confirmed, and Service and Repair documents are skipped. This is item-specific and contents change with items ordered.   There is no further action in this view.
s-Substitute Items Displays substitute items for the selected item. The item description, quantity and buying UM are also displayed. X Double click a substitute item to launch the Change Substitute Item Quantity window for the selected substitute item.

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