Chapter 6_NEW Sales Contract Amendment – Auto Mark Roll to Loads & Shipments - CINCH 18.55

This chapter describes an enhancement to the Sales Contract Amendment feature of rolling certain fields to open load orders without shipment quantities and to un-invoiced shipments. (CIN-5005)
This chapter contains the following sections:

• Changes to Sales/Outbound User Setup

• Changes to Sales Contract Amendment's Contract Log Entry

Changes to Sales/Outbound User Setup
A new setting has been added in the Sales/Outbound User Setup window that will automatically select the Roll to Open Load and Roll to Open Shipment checkboxes within the Sales Contract Amendment's Contract Log Entry window.

1. Open the Sales/Outbound User Setup window

(Microsoft Dynamics GP >> Tools >> Setup >> CINCH Grain >> Sales/Outbound User Setup)

1. Roll to Open Loads and Shipments

   1. Unchecked, default setting, the Roll to Open Load and Roll to Open Shipment checkboxes will be unmarked within the Sales Contract Amendment's Contract Log Entry window.

   2. Checked, the Roll to Open Load and Roll to Open Shipment checkboxes will be marked within the Sales Contract Amendment's Contract Log Entry window.

Changes to Sales Contract Amendment's Contract Log Entry
A new setting has been added in the Sales/Outbound User Setup window that will automatically select the Roll to Open Load and Roll to Open Shipment checkboxes within the Sales Contract Amendment's Contract Log Entry window.

1. Open the Sales Contract Amendment's Contract Log Entry window

(Transactions>CINCH Grain>>Sales/Outbound> Sales Contract Amendment Entry, Amendment Options > Enter Log and Amendment or Transactions>CINCH Grain>Sales/Outbound>Sales Contract Entry, Amendment button, Amendment Options > Enter Log and Amendment)

1. Roll to Open Load checkbox, depending on the Roll to Open Loads and Shipments setting, within the Sales/Outbound User Setup window, will default unmarked or marked.

   1. Unmarked, will not roll information to open load orders without shipment quantities and assigned to this contract.

   2. Marked, rolls the following field information to open load orders without shipment quantities and assigned to this contract.

      1. Customer

      2. Item

      3. Program Schedule

      4. Salesperson ID

      5. Commission Type

      6. Commission Pricing

      7. Orig Commission Rate

      8. Commission Rate

      9. Orig Contract Price

      10. Contract Price

      11. Invoice Freight

      12. Inv Freight UOM

      13. Orig Inv Freight Rate

      14. Inv Freight Rate

      15. Ship Method

2. Roll to Open Shipment checkbox, depending on the Roll to Open Loads and Shipments setting, within the Sales/Outbound User Setup window, will default unmarked or marked.

   1. Unmarked, will not roll information to uninvoiced shipments assigned to this contact.

   2. Marked, rolls the following field information to uninvoiced shipments assigned to this contract.

      1. Orig Contract Price

      2. Contract Price

      3. Disc Schedule

      4. Invoice Freight

      5. Inv Freight UOM

      6. Orig Inv Freight Rate

      7. Inv Freight Rate

      8. Program Schedule