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07dis60s-order entry

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07dis60s-order entry

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    Unit 7Order Entry

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    4/29/2010

Unit 7Order Entry

    Unit Introduction ........................................................................................................ 1

    Unit Objectives ..................................................................................................... 1

    Terminology .......................................................................................................... 1 Order Entry within the Work Flow .............................................................................. 3 BPCS Client/Server Order Entry ................................................................................ 4 Order Processing Cycle ............................................................................................. 6

    Order Processing Files ......................................................................................... 8

    Creating and Maintaining Records ....................................................................... 9

    Directory Window ............................................................................................... 12

    Main Order Window ........................................................................................... 14

    View Menu .................................................................................................... 22

    View>Order Menu ......................................................................................... 23

    View>Line Menu ........................................................................................... 26

    Options Menu ................................................................................................ 29 Order Entry .............................................................................................................. 32

    Order Entry Special Features ............................................................................. 33

    Inventory Activity ................................................................................................ 35

    Allocations..................................................................................................... 35

    Availability ..................................................................................................... 37

    Alternate Items .............................................................................................. 38

    Customer Item Cross Reference ................................................................... 39

    Reason Codes .............................................................................................. 40

    Request, Schedule Dates, and Price Book Dates .............................................. 41

    Shipping Warehouse .......................................................................................... 42

    Ship-To Address ................................................................................................. 43

    Country of Ultimate Destination .................................................................... 44

    Pricing Activity .................................................................................................... 45

    Foreign Currency Selling Price ..................................................................... 49

     Table of Contents 7-i

    Special Lines ...................................................................................................... 50

    Drop Ship Customer Orders ............................................................................... 51 Acknowledgment Print.............................................................................................. 53 Order Inquiry ............................................................................................................ 55 Quote Entry .............................................................................................................. 56

    Customer Quote Example ................................................................................... 57 Quote Inquiry ........................................................................................................... 58

    Clear Quotes....................................................................................................... 59 Order Reports .......................................................................................................... 60

    Customer Item X-Reference Listing .................................................................... 60

    Open Orders by Customer .................................................................................. 61

    Open Orders by Item/Date .................................................................................. 62

    Open Orders by Salesperson ............................................................................. 64

    Open Orders by Warehouse/Date ...................................................................... 65

    Open Orders by Class/Item ................................................................................ 66

    Open Orders by Planner ..................................................................................... 67

    Open Orders by Picker Number.......................................................................... 68

    Open Orders by X-Reference Item ..................................................................... 69 Order Entry Review .................................................................................................. 70 List of Figures

    Figure 7-1. Order Processing Work Flow ................................................................. 3 Figure 7-2. Configurable Order Management Icons.................................................. 4 Figure 7-3. Standard Pull-Down Menus .................................................................... 5 Figure 7-4. Order Processing Cycle .......................................................................... 6 Figure 7-5. Order Processing Files ........................................................................... 8 Figure 7-6. Creating Records .................................................................................... 9 Figure 7-7. Maintaining Records ............................................................................. 10 Figure 7-8. Copy Records ....................................................................................... 11 7-ii Supply Chain Management WorkshopStudent Guide

    Figure 7-9. BPCS Client/Server Order Entry .......................................................... 13 Figure 7-10. View Menu .......................................................................................... 22 Figure 7-11. View>Order Menu .............................................................................. 23 Figure 7-12. View>Line Menu ................................................................................. 26 Figure 7-13. Options Menu ..................................................................................... 29 Figure 7-14. Cash with Order Processing............................................................... 33 Figure 7-15. Inventory Allocations .......................................................................... 35 Figure 7-16. Allocatable Order Example................................................................. 36 Figure 7-17. Customer Item Cross Reference ......................................................... 39 Figure 7-18. Inventory Reason Codes .................................................................... 40 Figure 7-19. Shipping Warehouse .......................................................................... 42 Figure 7-20. Ship-to Address Assignment .............................................................. 43 Figure 7-21. Pricing Activity .................................................................................... 45 Figure 7-22. Pricing Hierarchy Part 1 - Line Item ................................................... 47 Figure 7-23. Pricing Hierarchy Part 2 - Total Order Level ...................................... 48 Figure 7-24. Foreign Currency Selling Price .......................................................... 49 Figure 7-25. Drop Shipping .................................................................................... 51 Figure 7-26. Order Entry Inquiry ............................................................................. 55 Figure 7-27. Quote Files ......................................................................................... 56 Figure 7-28. Turn a Quote into an Order Example ................................................. 57 Figure 7-29. Quote Inquiry ...................................................................................... 58

     List of Tables

    Table 7-1. Warehouse Availability .......................................................................... 37 Table 7-2. Alternate Item Example ......................................................................... 38 Table 7-3. Reserved Item Status Codes ................................................................. 38 Table 7-4. Request and Schedule Dates ................................................................ 41 Table 7-5. Drop Shipment Order Types .................................................................. 52

     Table of Contents 7-iii

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Unit Introduction

    This unit covers the Client/Server Order Entry and Quote Entry functions, processing

    flow, maintenance, and inquiries.

    Unit Objectives

    At the end of this unit you will be able to:

    ? Describe Order Entry and Quote Entry processing integration.

    ? Enter an order and use the actions available in Order Entry.

    ? Enter a quote.

    ? Maintain orders and quotes in the system.

    ? Use the Order Entry menus.

    ? Use the Inquiry programs.

    ? Print Order Entry acknowledgments.

    Terminology

    Listed below are terms presented in this unit.

    A reservation for an item and specific quantity. Allocations are Allocate

    created for the order line when inventory is secured in a specific

    Warehouse/ Location/Lot combination. BPCS will attempt to allocate

    when a picking order is released to the stock room if parameters

    indicate.

    An unfilled customer order or commitment. It is past due demand Backorder

    against an item whose inventory is insufficient to satisfy the demand.

    BPCS considers that an order is a backorder when it has already been

    through Pick Confirm once.

    The user has the ability to override order booking dates at both the Booking Dates

    order header and order line level. The booking date reflects the date

    the order was taken from the customer. Pricing is based on Booking

    Date.

    In BPCS, customer orders are numbered automatically when creating Customer Order

    a new order. Order Entry uses a counter in the System Parameters to Numbering

    determine the next number to assign.

     Order Entry 7-1

    Future Order An order entered for shipment at a future date. Open Orders An unfilled or partially fulfilled customer order. Order Route Code A user-defined value representing shipping route, route is used as a

    filter in Pick Release and Pick Confirm to allow for picking and

    confirming orders by route. Quotation A statement of price, terms of sale, and description of goods or

    services offered by a supplier to a prospective purchaser. BPCS will

    print a Quote Acknowledgment, but will not plan production to fulfill

    the Quote until it is copied to an order. Repricing BPCS allows you to reprice an order line based on current prices

    entered in the pricing files. Repricing can be done by the Batch

    Pricing program for a group of orders, or initiated by the user when

    maintaining orders.

    A special order (identified by Order Type 9) through which items are Resupply Order

    shipped from one warehouse to another. Resupply orders can be

    processed through Order Entry or generated by DRP. Processing

    activities for resupply orders are similar to customer orders from the

    perspective of the supplying (ship-from) warehouse.

    Rush Order An order that for some reason must be fulfilled in less than normal

    lead time.

    Sample Sample orders may be created in BPCS to allow for shipment of

    goods at no charge to the customer. Standing Order A long-term commitment to a supplier or with a customer. Often

    standing orders cover only one item, with predetermined delivery

    dates.

    7-2 Supply Chain Management WorkshopStudent Guide

Order Entry within the Work Flow

    The figure illustrates the Order Processing Work Flow of Events.

    Work flow

     Events

    Order ProcessingCustomer

    Service?Order Entry &

    Administration?Invoice CustomerC

    u

    sOrder FulfillmentOutboundtLogisticso?Plan Loads and ShipmentsManagementm

    e?Release Loads and Shipmentsr

    s?Release Order for Picking

    Materials

    &Order Deployment Warehouse

    ?Confirm Picks Management

    ?Dispatch Loads and Shipments

    Figure 7-1 Order Processing Work Flow During Customer Service and Administration, order processing occurs. This entails order

    entry and invoicing. Outbound Logistics Management manages order fulfillment,

    including load planning and shipments, and the order is released for picking. Materials and

    Warehouse Management occurs with order deployment -- confirming the picks and

    dispatching the load and shipments.

    The Configurable Order Management and Billing and Sales Analysis products are able to

    perform these activities, however, they are supported by the Outbound Logistics

    Management and Warehouse Management products for added configurability and service

    management.

     Order Entry 7-3

BPCS Client/Server Order Entry

    BPCS Client/Server Order Entry uses distributed logic technology. All applications are compatible with Microsoft Windows. Client applications use icons on the workstation desktop to access the Windows user interface. The window title changes according to the icon you select to initiate the application.

    The icons are Order, Quote, or Return Material Authorization (RMA).

    Order EntryOrder Inquiry

    RMA EntryRMA Inquiry

    Quote EntryQuote Inquiry

    Figure 7-2 Configurable Order Management Icons

    The user can maintain orders from a single order entry and maintenance function,

    consisting of multiple windows. Client applications communicate with server programs through pre-defined messages. Server programs respond to the client requests by

    returning either the requested data or a message indicating the status of the service. ? Note

     Order and Quote Entry are covered in this unit. RMAs are covered in the Billing,

    Tax, and Returns Unit.

7-4 Supply Chain Management WorkshopStudent Guide

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