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Adis60s-com order EX

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Adis60s-com order EX

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    Appendix ACOM Order Examples

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    4/29/2010

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COM Order Examples

    In Order Entry there are different types of orders that can be entered. This appendix lists

    and shows how to complete some of the most common types of orders using the

    appropriate windows.

    ? Allocatable Order?Allocate stock for an order.

    ? Alternate Item Order?Check available alternate items list.

    ? Bracket Promotion Order?Check inventory and allocate stock for this order. ? Credit, Customer, or User Hold Order?Put a customer order on hold. ? Drop Ship Order?Set up an order to be drop shipped to the customer with no tax.

    ? Exchange Order?Do a no charge exchange for a customer.

    ? Features and Options Order?Set up features and options for an order. ? Final Assembly Order?Set up a final assembly order.

    ? International Order?Use the Additional Information window.

    ? Kit and Assortment Order?Set up an order for kits/assortments using price breaks. ? One-Time Ship-To Address Order?Set up a one-time ship-to address. ? Promotion Order?Check promotions for the line item and then the total order.

    ? Rush Order?How to handle a rush order.

    ? Shipping Order?Setting up to use the customer’s carrier.

    ? Standing Order with Contract Number?Check inventory and allocate stock for this

    order.

    There are also two quote examples:

    ? Request Dates Quote?Placing a quote with different release dates.

    ? Turn a Quote into an Order?How to save a quote as an order.

     COM Order Examples A-1

The table shows where each window first appears in the examples. Use this table as a

    reference for using window fields.

    Example Windows Allocatable Order Item Lookup window

    Allocate/Confirm window Alternate Item Order Alternate Item window Bracket Promotion Order Bracket Promotions window Credit, Customer, or User Hold Order Billing and Financial window Drop Ship Order Drop Shipments window Exchange Order Sales History window

    Special Prices window Features and Options Order Features and Options window

    Pricing, Sales and Commissions window International Order Additional Information window Kit and Assortment Order Warehouse Inventory window One-Time Ship-To Address Order Ship-To Address window Promotion Order Line Promotions window

    Total Promotions window Shipping Order Shipping window

A-2 Supply Chain Management Workshop?Student Guide

Allocatable Order Example

    One Line Order: 1 case of silver pens (Order Type 1)

    The customer ordered a case of silver pens. The user hard allocates the inventory at the

    time of the order to be sure the ordered amount will be shipped. (To allocate the item is a

    hard allocation of the item.)

    DirectoryFile>NewWindow

    Main OrderSelect Order Type 1View>Item LookupWindow

    View>Allocate/Confirm

    Item LookupOKWindow

    Select ItemAllocate/Confirm

    ACCEPTWindow

    Enter Quantity to be Allocated

    Figure 7-1 Allocatable Order Example 1. Select Order Entry from the COM group box.

    2. Initiate a new order. Use File>New to select a customer from list.

    3. On the Main Order window select Order Type 1 (for regular order), set the Order

    Class to 004 (standard order). This order will affect inventory, sales, and accounts

    receivable.

    4. On the Main Order window, enter the item to be ordered.

     OR

    On the Item Lookup window select the item and click OK.

    Item Lookup Window?View and select items. Shows a list of item numbers and

    their descriptions. You can select an item to order from this list.

    5. On the Main Order window select View>Lines>Allocate/Confirm. Selecting this

    option causes the Allocate/Confirm window to appear.

     COM Order Examples A-3

    6. On the Allocate/Confirm window, allocate the ordered quantity for this order. Enter

    the amount to be allocated in the Qty to Allocate column and click ACCEPT.

    Allocate/Confirm Window?Allocate inventory, or confirm inventory when allocations are not required. Allocations allow the user to assign inventory for this line

    at the lot/location level. Inventory Confirmation allows the user to select lots and

    locations to confirm quantity shipped, when allocations are not required.

Available fields are:

    ? Item?The item number of the selected order line.

    ? Ordered?The quantity of the item being ordered.

    ? Qty to Allocate?The quantity of the item allocated for this order. ? Remaining?The remaining quantity of the item not shipped.

    ? Warehouse?The warehouse number where the item is stored.

    ? Lot/Location Inventory

    ? Status?The line status allocated, picked, shipped, etc.

    ? Location?Location number of the item in the warehouse.

    ? Container?Container number of the item in the warehouse.

    ? Available?The quantity of the item available.

    ? On Hand Qty?The quantity available now.

    ? Qty to Allocate?The quantity of the item to be allocated for this order.

    ? Allocated?The total allocated of this location/lot/container for this item.

    ? Expiration Date?The expiration date of the lot.

    ? QA Date?The quality assurance date of the lot.

    ? Pallet Number?The number of the pallet where the item is in the warehouse,

    if the warehouse is managed.

    ? Lot Potency?Indicated how active the lot is.

    ? Lot Reference?User defined.

    7. Back on the Main Order window, VALIDATE the order and check the Quantity and

    Amount Totals for accuracy. ACCEPT the order.

    A-4 Supply Chain Management Workshop?Student Guide

Alternate Item Order Example

    One Line Order: 1 box of Famous Pens (Order Type 1)

    The customer ordered a box of Famous Pens which are not in stock. The alternate items

    for this pen are the Famous Business Pen, the Silver Pen, and the Fancy Pen.

    Order Entry

    Directory

    File>OpenWindow

    Select Order Type 1Main OrderView>Item LookupWindow

    View>Alternate Item

    Item LookupOKWindow

    Select ItemAlternate ItemOKWindow

    See Alternate Items

    Figure 7-2 Alternate Item Order Example 1. Enter the customer or use File>New to select the customer from the lookup.

    2. On the Main Order window select Order Type 1 (for regular order), set the Order

    Class to 004 (standard order).

    3. On the Main Order window, enter the item to be ordered or View>Lines>Item

    Lookup.

    4. On the Item Lookup window select the item and click OK.

    5. On the Main Order window you see that the Famous Pen is out of stock. Select

    View>Alternate Item for a list of items.

    6. On the Alternate Item window, the first alternate item for the Famous Pen is the

    Famous Business Pen. This item is in stock and will automatically replace the Famous

    Pen if VALIDATE is pressed from the Main Order window. If this item was not in

    stock the system would automatically default to the next alternate item in stock, the

    Silver Pen, and so on. Automatic Alternate Items are based on item status codes

    defined for each item. If more than 1 alternate item is specified, BPCS substitutes

    from the highest priority to the lowest. Click OK.

    Alternate Item Window?View and select alternate items. This window displays all

    alternate items set up for the ordered item. Use this window to substitute an alternate

    item for the original item on the order. You can only select one item from the list.

     COM Order Examples A-5

The Alternate Item window lists:

    ? Item?The item number of the selected order line.

    ? Item Description?Displays the item description. ? Warehouse?Displays the warehouse from the selected order line.

    ? Alternate Item?Displays a list of alternate items for the ordered item. ? Relative Quantity?Displays the relative quantity of the alternate item. The

    relative quantity is the quantity of the alternate item relative to the primary item.

    Relative quantity is based on stocking unit of measure for both the primary and

    alternate.

    ? Priority Code?Displays the priority code for the alternate item. ? Required Quantity?Displays the quantity of the alternate item in the stocking

    unit of measure required to fill the order.

    ? Available Quantity?Displays the available quantity of the alternate item. ? Detail?Click this button to display the Alternate Item Detail window for the

    selected item.

    ? Item?Displays the selected alternate item number.

    ? Description?Displays the alternate item description.

    ? Request Date?Displays the date that this alternate item has been requested for

    an order.

    ? Customer?Displays the customer who has requested the item.

    ? Qty Remaining?Displays the remaining quantity on the order for the alternate

    item.

    7. Back on the Main Order window, VALIDATE the order and check the Quantity and

    Amount Totals for accuracy. ACCEPT the order.

    This order will decrease Inventory, affect Sales, and Accounts Receivable.

    A-6 Supply Chain Management Workshop?Student Guide

Bracket Promotion Order Example

    One Line Order: 1 box of Multi-Markers (Order Type 1)

    The customer is ordering a box of Multi-Markers which are a bracket promotion item.

    Order Entry

    Directory

    File>OpenWindow

    Select Order Type 1Main OrderView>Item LookupWindow

    Order>Bracket Promotions

    Item LookupOKWindow

    Select ItemBracket PromotionsOKWindow

    View Bracket Promotions

    Figure 7-3 Bracket Promotions Order Example 1. Enter a customer for use File>New to select.

    2. On the Main Order window select Order Type 1 (for regular order), the Order Class

    will automatically default to 004 (standard order).

    3. On the Main Order window, enter the item to be ordered or select View>Lines>Item

    Lookup.

    4. On the Item Lookup window select the item and click OK.

    5. On the Main Order window VALIDATE the order and check the Quantity and

    Amount Totals for accuracy.

    6. On the Bracket Promotions window check the bracket promotions and click OK.

    Bracket Promotions Window?View and select bracket promotions. This order will decrease Inventory, affect Sales, and Accounts Receivable.

     COM Order Examples A-7

Credit, Customer, or User Hold Order Example

    Three Line Order: 1 case of Munji-Markers, 1 case of Multi-Markers, 1 case of Canary-

    Yellow Markers (Order Type 1)

    The customer is ordering a case of Munji-Markers, a case of Multi-Markers, and a case of

    Canary-Yellow Markers. This is a new customer and a credit check must be done.

    Order Entry

    Directory

    File>OpenWindow

    Select Order Type 1Main OrderView>Item LookupWindow

    Order>Billing and Financial

    Item LookupOKWindow

    Select ItemsBilling and FinancialOKWindow

    Put the Customer on Credit Hold

    Figure 7-4 Credit, Customer, or User Hold Order Example

    1. Enter a customer or use File>New to select.

    2. On the Main Order window select Order Type 1 (for regular order), the Order Class

    will automatically default to 004 (standard order).

    3. On the Main Order window, enter the items to be ordered or select View>Item

    Lookup.

    4. On the Item Lookup window select the items and click OK.

    5. You need to put this order on Credit Hold for checking. On the Main Order window

    select Order>Billing and Financial.

    6. On the Billing and Financial window, if the customer requested a hold on the order

    you could select Customer Hold. You could also put the order on User Hold if you

    wanted to come back to it later and finish. Click OK.

    Billing and Financial Window?Create or maintain billing miscellaneous financial

    information. The options are:

    ? A/R Customer?Enter or select the number and name of the accounts receivable

    customer who is to be billed for this order.

    A-8 Supply Chain Management Workshop?Student Guide

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