Zerion Group
  • About Zerion
  • Products
    • EZ-EDI
    • Saasplicity
    • APEX Locker Solutions
  • Services
  • Blog
  • Store
    • Contact
  • Resources
    • Podcast

Epicor Eclipse Video Tip: How to Mark a Sale as ExceptionaL

8/26/2020

 

Every so often, when using Eclipse, you may want to exclude an item from your demand calculation. This might be because you have a sales order that's very large, or you may want to mark a sale as exceptional simply because it falls outside the norm of your typical transactions.

When marking a sale as exceptional in Eclipse, you can choose to exclude only one item, or the entire order altogether. Marking a sale as exceptional offers a quick way to help you organize your orders and allow exceptional orders to not be calculated in your demand projections.

If you’re using E-Term: 
  • Start in E-Term and open a new sales order.
  • Place your cursor on the line item where you want to make the exception.
  • Hit Alt-S, then tab over to the Type field. Select E for Exception.
  • Save your order.

You can also:
  • Alt-Q for Inquiries, Alt-H for History Ledger, then tab over to the Type and select Except. 
  • Save your order.

Or you can:
  • Go to the Header screen and select Additional Options.
  • Then select Additional Header Information.
  • Mark the entire order as exceptional by typing Y next to Exceptional Sales. 
  • Escape out of the screen and save your order.

If you’re using Solar, the process is similar:
  • Open a sales order and go to Schedule by right-clicking on the Product Description
  • Under Qty Type, select E for Exception.
  • Close the screen.
  • Right-click on the Product Description and select Inquiry History.
  • Find the product you want to update and mark the Product Type as Except.
  • Save your changes and exit the screen.
  • Open the Header screen and select Additional Header Information. 
  • On the right-hand side of the screen, find and check the box labeled Exceptional sale.
  • This will mark the entire order as exceptional.

As you can see, by marking a sale as exceptional in Eclipse, distributors can avoid a labor-intensive hassle by modifying one order – or one item from an order – quickly and easily. If you have any questions, feel free to reach out to us.

Looking for equipment to integrate with your Epicor Eclipse software? Zerion's online store offers the best in new and refurbished equipment at competitive prices. Streamline warehouse and inventory tasks with RF scanner guns, batteries, ePads, Zebra barcode label printers, HP laser printers, and more. 

Click here for our store, or here to contact us through our website.

Comments are closed.

    Archives

    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    March 2020
    February 2020
    January 2020
    December 2019
    October 2019
    September 2019
    July 2019
    June 2019
    May 2019
    December 2018
    June 2018
    October 2017
    July 2017
    June 2017
    May 2017
    April 2017

    RSS Feed

    Categories

    All
    Bank Reconciliation
    Billing
    CRM
    Eclipse Users Group
    E Commerce
    E-Commerce
    EDI
    Epicor Eclipse
    EZ Performance
    Field Service Software
    Hardware
    Integration
    Inventory
    Linux
    Printers
    Proof Of Delivery
    Purchasing
    Rentals
    RF Technology
    Saasplicity
    Videos
    Zerion Consultants
    Zerion Store

      Get in touch!

    Submit

SERVICES

Eclipse Customization
Consulting
Training

Equipment Sales

RESOURCES

​​Store
Blog
FAQ
​EZ-EDI Login

ABOUT US

Contact
About Zerion
​Sign up for Zerion's e-newsletter
Terms of Use​
© COPYRIGHT 2018.  ALL RIGHTS RESERVED.
  • About Zerion
  • Products
    • EZ-EDI
    • Saasplicity
    • APEX Locker Solutions
  • Services
  • Blog
  • Store
    • Contact
  • Resources
    • Podcast