Professional Documents
Culture Documents
Process Flows
Contents
Legend:
N-Navigator
B-Button
TB-Toolbar
M-Menu
T-Tab
LOV-List of Values
I-Icon
b) The Sales Orders form opens. Click on (T) Order Information and on (T) Main enter the Customer name. All other information
on (T) Main will default based on the Customer Setup information. Ensure the Order Type, Price List and Currency fields are
populated. Review information on this Main Tab and change accordingly.
c) Navigate to (T) Others and ensure the Payment Terms and other Parameters have correctly defaulted. If not, proceed to
change accordingly.
d) Navigate to (T) Line Items and enter relevant fields, which should include;
- Ordered Item
- Qty
- Unit Selling Price = this should default from the Price List
e) Once all data is correct on the Sales Order, proceed to Book the Sales Order, by clicking on (B) Book Order. A message will
appear that the Order has been Booked.
The order header status changes to Booked and the order line status changes to Awaiting Shipping.
After the order is successfully booked, you are ready to perform the pick release and pick confirm.
c)
At the top of the Release Sales Order For Picking form, populate the following fields accordingly;
- Based on Rule
- Document Set
d)
Order Number = Leave Blank to pick all eligible booked Sales Orders or enter Sales Order Number to Pick a specific
Sales Order. When entering a Sales Order number, click Tab so that other fields default in.
f)
Click on the (T) Inventory. Enter the following data, if not defaulted;
- Warehouse = Select from LOVs
- Pick Slip Grouping Rule = Select from LOVs
- Allocation Method = Select from LOVs
- Auto Allocate = Yes
- Plan Tasks = No
h) Click on (M) View and select Requests and view all Picking Documents such as Pick Slip Report etc.
i)
Ensure Sales Order has been Picked successfully and there are no exceptions.
Navigate to Orders, ReturnsOrder Organizer and find the Sales Order that has been Picked. The status on the Header should
be Booked and the
status on the Lines should be Picked.
Once the status on the Sales Order Line has changed to Picked, the inventory has been moved to the Staging area and ready to
be shipped.
j)
After successfully Picking the Sales Order, proceed to Ship Confirm the Sales Order.
Navigate to Order Manangement Responsibility-->ShippingTransactions.
k)
In the Query Manager form, enter your Order Number that was Picked successfully, and click (B) Find.
l)
The Shipping Transactions form will open. Click on (T) Lines/LPNs and take note of the Line Status field = Staged/Picked
Confirmed.
The Next Step field = Ship Confirm.
m)
n)
o) Click (B) OK. This should trigger off the Interface Trip Stop process in addition to shipping documents. Go to (M) View and
select Requests to view shipping documents. Ensure all processes complete normally.
p) Navigate to Orders, ReturnsOrder Organizer and find Sales Order that was shipped. On the Sales Order, click (T) Line Items
and ensure the Status has changed to Shipped.
q) After some time has passed, requery the Sales Order. The Order Header should be Booked and the Order Lines should change
be Closed. If setup to run automatically, the Workflow Background Process will automatically close the Sales Order Lines. Once
ALL lines are in a Closed status, Auto Invoicing can take place.
Navigate to Order Management ResponsibilityReceivables InterfacesAutoInvoice. Select Single Request and click (B) OK.
b) The Run AutoInvoice form will open. In the Name field, select Autoinvoice Master Program from the LOVs. Click (B) OK.
c)
In the Parameters form enter relevant data such as the following (N.B. All yellow fields MUST be filled out):
Number of Instances
Organization
Invoice Source
Default Date
(Low) Sales Order Number < Leave blank to generate all Invoices or enter specific Sales Order number>
(High) Sales Order Number <Leave blank to generate all Invoices or enter specific Sales Order number>
Click on (B) OK and (B) Submit.
d) Go to (M) ViewRequests. 2 processes should be kicked off Autoinvoice Master Program and Autoinvoice Import Program.
Ensure these processes complete normally.
b) Click on (I) Find and in the Sales Order Number field, enter the Order number. Enter other search criteria as prompted.
Click on (B) Find.
c) The Transactions form will Open. In the Transactions form, click on (B) Line Items to review Sales Order information.
Click on (B) Distributions to view accounting entries.
b) Go to (T) Line Items, (B) Actions and select Additional Line Information. Click on (B) OK
b) In the Additional Order Information form click o (T) Invoices/Credit Memos to view the Invoice. Click on (B) Invoice Details.
Name
Active = Selected
Description
Currency
Round To Effective Dates
Freight Terms/Freight Carrier
Payment Terms
b) Create Price List Lines by clicking on (T) List Lines. Enter one Product in the Product region:
- Product Context
- Product Attribute
Product Value
Product Description = defaults
UOM
Primary UOM
Line Type
Application Method
Value
Start Date
Precedence
Cancelled Order The Cancelled Orders Report reviews all orders that have been cancelled. This report provides a
summary of each cancelled order, including order number, customer name, line number and item, the date, and the
quantity cancelled.
This report can be used to report total dollars cancelled in a specified time-frame, and enable you to evaluate the most
common cancellation reasons, review cancellations by salesperson, or review cancellations by customers.
Order Discount Summary Report - The Order Discount Summary Report reviews discounts applied to orders. This report
provides order level pricing information, including agreement, salesperson and total order discount.
Order/Invoice Summary Report - The Order/Invoice Summary Report reviews summary invoice information about orders
that have invoiced, including ordered amount, invoiced amount, adjusted receivables, and balance due. Order
Management automatically sorts this report by order type and lists all orders that have been invoiced.
Order/Invoice Detail Report - The Order/Invoice Detail Report reviews detailed invoice information for orders that have
invoiced. You can Select from a variety of parameters to print the invoice information for a specific order or group of
orders. If there are no invoices for a particular order that meets your parameter criteria, Order Management prints in
the report that no invoices exist for that order.
Orders Summary Report - The Orders Summary Report provides a one-line order summary by currency and order type.
The report enables you to quickly summarize orders by entities such as customer or salesperson and can be used to
supplement on-line inquires via the Sales Order Organizer.
Unbooked Orders Report The Unbooked Orders Report reviews orders you have entered but not booked.
Outstanding Holds Report - The Outstanding Holds Report reviews order holds for the customer or customers you select.
This report displays the order number, order date, ordered items, and order amount for each order line on hold for each
customer you select. It is automatically sorted by customer, order number, order line, and then order line detail. Hold
Comment are listed in the report output, if available. This report lists only orders on hold, not orders that have been
released from hold.