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Appendix B – Suggested List of Grouped Activities and Entities Activity Group 1: Capture Order Enter order information via

the Internet Orders are automatically recorded in a sales order transaction file Email of sales order is automatically generated Email of sales order is automatically sent Sales order is automatically printed in customer service Sales order filed by customer name and then by date in open sales order file Group 2: Pick Ordered Items Picking ticket is automatically printed in warehouse Use picking ticket to pick ordered items Note items picked in “shipped” column of picking ticket Barcodes of items pulled are scanned Perpetual inventory master file is updated Picked sales order is initialed Work order form is completed for the production of all inventory items for which there is a shortage Work order form is initialed Work order form is forwarded to the production department Initialed picking ticket is sent with goods to shipping department Group 3: Adjust Sales Order and Prepare Shipment Enters picking ticket data Data is recorded to packing slip file transaction file Data is recorded to bill of lading transaction file Three-part packing slip is printed Three-part bill of lading is printed Part one of bill of lading and part one of packing slip are placed with goods Part one of bill of lading, part one of packing slip and goods are given to carrier for delivery to customer Part two of packing slip is sent to customer service Part three of bill of lading and part three of packing slip are filed by customer name and then by shipping date Part two of bill of lading is given to carrier Picking ticket is initialed Forwards initialed picking ticket to accounts receivable Processing? No Yes Yes No Yes Yes Yes No Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes No No No Yes No Yes No Entity Performing Activity Customer ERP system “” “” “” Customer service clerk ERP system Warehouse personnel “” Warehouse personnel Warehouse inventory database Warehouse personnel “” Warehouse manager “” Warehouse personnel Shipping clerk ERP system “” ERP system “” Shipping Clerk “” “” “” “” “” “”

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Group 4: Close Sales Order Pulls sales order Part two of packing slip and sales order are matched together Enters shipping data Updates sales order in the sales order transaction file as being shipped Email regarding shipment is automatically generated Email regarding shipment is automatically sent Part two of packing slip and sales order are filed by customer name and then by date in the closed sales order file Yes Yes Yes Yes Yes No Yes Customer service clerk “” “” ERP system “” “” Customer service clerk 2 .