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06dis60s-order

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    Unit 6Configurable Order

    Management

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    4/29/2010

Unit 6Configurable Order Management

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

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

    Terminology .......................................................................................................... 2 What is Configurable Order Management? ............................................................... 4

    Configurable Order Management Integration ............................................................ 5

    Maintenance Activity ............................................................................................. 7 System Parameters ................................................................................................... 9

    Order Entry System Parameters ........................................................................ 10 Configurable Order Management Files .................................................................... 11

    Order Classes .......................................................................................................... 14

    Reserved Order Classes .................................................................................... 17

    Reserved Order Class Definitions ................................................................. 18

    Order Class Document Control .......................................................................... 20

    Document Regeneration..................................................................................... 21

    Reserved Order Class Documents and Event Configuration ........................ 22

    Load Build within the Order Class ...................................................................... 26 Order Types ............................................................................................................. 27

    Order Type Effects ............................................................................................. 27 Order Status Codes ................................................................................................. 30

    Example: Status Updates for a Regular Order Line ..................................... 32

    Order Status Code Exceptions ...................................................................... 33 Order Hold Types .................................................................................................... 34

    Customer Hold ................................................................................................... 35

    Credit Hold ......................................................................................................... 36

    Margin Hold ........................................................................................................ 37

    User Hold ........................................................................................................... 38 Customer Credit Control .......................................................................................... 39

     Table of Contents 6-i Customer Credit Checking and Release ............................................................ 41 Order Hold Mass Release ........................................................................................ 42

    Order Hold Manual Release ..................................................................................... 44

    Order Hold Audit Report ..................................................................................... 46

    Configurable Order Management Reports .......................................................... 47

    Order Class Listing ........................................................................................ 47

    Order Type Listing ......................................................................................... 48

    Order Hold Report ......................................................................................... 49 Configurable Order Management Review ................................................................ 50

    List of Figures

    Figure 6-1. What is Configurable Order Management? ............................................ 4

    Figure 6-2. Configurable Order Management Integration ......................................... 5

    Figure 6-3. Configurable Order Management Setup Cycle ....................................... 7

    Figure 6-4. Customer and Order Management Setup ................................................ 8

    Figure 6-5. Transaction History System Parameters................................................. 9

    Figure 6-6. Order Entry System Parameter Setup .................................................. 10

    Figure 6-7. Configurable Order Management Files ................................................. 11

    Figure 6-8. Order Capture, Fulfillment, and Deployment ........................................ 15

    Figure 6-9. Rush Class/Standard Class .................................................................. 16

    Figure 6-10. Reserved Order Classes Sequencing Guideline ................................. 17

    Figure 6-11. Order Class Maintenance Files ........................................................... 19

    Figure 6-12. Document Control Factors .................................................................. 20

    Figure 6-13. Order Class 001 .................................................................................. 22 Figure 6-14. Order Class 002 .................................................................................. 22 Figure 6-15. Order Class 003 .................................................................................. 23 Figure 6-16. Order Class 004 .................................................................................. 23 Figure 6-17. Order Class 005 .................................................................................. 24 Figure 6-18. Order Class 006 .................................................................................. 24 Figure 6-19. Order Class 007 .................................................................................. 25 6-ii Supply Chain Management WorkshopStudent Guide

    Figure 6-20. Order Class 008 .................................................................................. 25

    Figure 6-21. Reactive - Build Load after Pick Confirmation .................................... 26 Figure 6-22. Proactive - Loads Built after Order Entry ............................................ 26 Figure 6-23. Order Hold Codes ............................................................................... 34 Figure 6-24. Customer Hold .................................................................................... 35 Figure 6-25. Credit Hold .......................................................................................... 36 Figure 6-26. Margin and Pricing Hold ..................................................................... 37 Figure 6-27. User Hold ............................................................................................ 38 Figure 6-28. Customer Credit Checking and Release ............................................ 39 Figure 6-29. Credit Check at Pick Release ............................................................. 41 Figure 6-30. Order Hold Mass Release .................................................................. 42 Figure 6-31. Order Hold Mass Release .................................................................. 43 Figure 6-32. Order Hold Manual Release ............................................................... 44 Figure 6-33. Order Hold Manual Release ............................................................... 45 Figure 6-34. Order Hold Audit Report ..................................................................... 46 List of Tables

    Table 6-1. Preconfigured Order Class Definitions .................................................. 18 Table 6-2. Print Type Flags..................................................................................... 21 Table 6-3. Order Type Transaction Effects ............................................................. 27 Table 6-4. Preconfigured Order Classes Available for Each Order Type ............... 29

    Table 6-5. Order Status Code Field Definitions ...................................................... 30 Table 6-6. Status Codes ......................................................................................... 31

     Table of Contents 6-iii

6-iv Supply Chain Management WorkshopStudent Guide

Unit Introduction

    This unit covers the foundation concepts for Configurable Order Management functions: order classes and types, order class documents, order status codes, customer order hold control, and hold release.

    Unit Objectives

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

    ? Set up Order Entry System Parameters.

    ? Describe Configurable Order Management integration with other BPCS products. ? Recognize possible order/line status codes and understand their meanings. ? Explain customer credit control, checking, and release. ? Describe available hold functions: customer, user, margin, and credit. ? Explain manual order release versus mass order release. ? Define customer order classes and types.

    ? Understand the use of order types, order classes, and the potential impact on

    processing.

    ? Create customer order classes and assign associated document print functions.

     Configurable Order Management 6-1

    Terminology

    Listed below are terms presented in this unit.

User-defined order classes are created by copying a base order class. Base Class

    The ability to enter and maintain 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, unless overridden.

    Ability to customize processing and usage based on customer service Configurable BPCS

    management requirements. Products

    The indicator identifying customers who have exceeded their credit Credit Hold

    limits. The order can be acknowledged but can not be processed

    further until it has passed through the credit release programs.

    To take the title of the product but not actually receive it on the dock, Drop Ship

    and have the supplier ship directly to the buyer’s customer.

    An order which is entered and acknowledged, but has not yet been Open Order

    fully invoiced (billed).

    Paths of required events assigned at Order Entry used for routing the Order Classes

    order through the system. Events include entry, picking,

    confirmation, shipping, and invoicing. The process of converting a customer’s purchasing requirement into Order Entry

    terms and tracking used by the supplier. The activity required to fulfill and process a customer’s order and Order Processing

    make it ready for shipment.

    Indicate processing events for which an order or order lines are ready Order Status Codes

    or eligible.

    An alphanumeric code identifying the specific type of order and Order Type

    whether sales statistics, accounts receivable and inventory will be

    updated. There are nine codes (1-9) representing predefined order types. The user may also create user-defined order types based on any of the standard BPCS order types. Using the Outbound Logistics Management product, loads can be Proactive Load

    built after Order Entry. Loads can be used to drive picking. Building

    6-2 Supply Chain Management WorkshopStudent Guide

    A statement of price, terms of sale, and description offered by a Quotation

    supplier to a prospective purchaser. Quote Entry is an optional event

    in BPCS.

    Allows loads to be built after the picking process is complete. Reactive Load

    Building

     Configurable Order Management 6-3

What is Configurable Order

    Management?

    The Configurable Order Management (COM) product allows you to enter and maintain

    all types of customer orders, quotes, and RMAs. It allows you to acknowledge and

    allocate stock, and print a number of different business documents. Actions taken in the

    COM product are immediately visible in other products supporting the Supply Chain.

    The figure illustrates Configurable Order Management.

    Warehouse Inventory

    Allocate Stock

    Inventory Reservation

    Print DocumentsAcknowledge

    Orders

    Pick ListCustomerInvoice

    EDIShippingDocumentsDocumentsOrderAcknowledgment

    Figure 6-1 What is Configurable Order Management?

6-4 Supply Chain Management WorkshopStudent Guide

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