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Mastering Sales Order Management

Contents

Mastering Sales Order Management Sales Order Management Introduction 8.12 Navigation Hot Keys for Navigation Overview of Sales Order Processing Order to Cash Overview Class Scenario Demo Data Company Fiscal Year Tax Area Business Unit Branch Plant Constants Customer Master Information Inventory Items Inventory Costs Inventory Sales Prices Order Activity Rules Branch Plant Constants

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9

11

26

33

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33

33

34

35

36

37

38

41

43

44

54

55

Default

Branch/Plant

56

Sales Orders Print Pick Slips Ship Confirm Sales Update Review and Post Sales Batch Process Back Orders Deep Dive Setup Menus Business Units Branch/Plant Constants Line Types Order Activity Rules Next Numbers Customer Master and Billing Information

58

66

76

97

123

125

139

139

142

146

173

179

185

189

Sales Order Management 8.12

Rev. 09/20/08

1

Sales Order 8_12 Master.doc

Sales Order Management Introduction

Klee Associates, Inc.

Sales Order Management Introduction Klee Associates, Inc.   Related Addresses 189 Billing Information 200
Sales Order Management Introduction Klee Associates, Inc.   Related Addresses 189 Billing Information 200
 

Related Addresses

189

Billing Information

200

Parent/Child Functionality

210

Where Fields Default From in Sales Order Entry

212

Date-Sensitive Customer Sets

215

Date Effective Addresses

223

Base Pricing

233

Cross

Reference Related Items

263

Cross Reference Overview

263

Customer Cross Reference Numbers

263

Cross Reference Related Items

272

Sales Order Related Items

273

Cross

Docking

293

Opportunistic Cross Docking

293

Inbound Document Type Revisions

294

Set Cross Docking On for

296

Purchase Order

299

Enter Sales Order

300

Purchase Order Receipt

302

Review Sales Order

304

Cross Docking Workbench

308

Bill of

Materials (Kits)

311

Parent Item

311

Features

313

Bill of Material

314

Kit

Balancing

321

Promises,

Promises

 

325

Review Sales Order Date Fields

325

Using the Work Day

Calendar

328

Supply and Demand Inquiry

329

Using the Delivery Date and Order Prep Days Preferences

339

Order

Fulfillment Strategies

348

Replenishment strategies

356

Product Variants

385

Setup Requirements

385

Item Templates

386

 

Scenario

396

Klee Associates, Inc.

Sales Order Management Introduction

Klee Associates, Inc. Sales Order Management Introduction Create a New Template 400 Enable Templates 402
Klee Associates, Inc. Sales Order Management Introduction Create a New Template 400 Enable Templates 402

Create a New Template

400

Enable Templates

402

Configured Items

417

Setup Requirements

418

Configured Item Information

418

Configurator Constants

422

Configured Item Segments

425

Cross Segment Editing Rules

429

Assembly Inclusion Rules

434

Tables

444

Enter Sales Order

451

Unit of Measure Conversions

461

How to Sell an Item to Some Customers with a Different Pricing Unit of

Measure

471

Additional Price UoM Retrieval

483

Multiple UoM Pricing pre-EnterpriseOne 8.10

483

Additional Price Search UoM Functionality

487

Why Have a Price Search UoM Hierarchy?

489

Set Up Multiple UoM Hierarchy

491

Pricing by Secondary UoM

494

What's the Benefit?

495

What's the Catch?

495

Dual Unit of Measure

497

Summary Availability

506

Sales Order

507

Ship Confirm

509

The Cardex

510

Customer Segment

511

Order Templates

531

Sales Order Entry for Customer Service Representatives

545

Direct Ship Orders

563

Transfer Orders

577

Interbranch Sales Orders

595

Entering Interbranch Orders

595

Scenario

597

Set Up Versions to Accommodate Interbranch

599

Blanket and Quote Orders

627

Sales Order Management Introduction

Klee Associates, Inc.

Sales Order Management Introduction Klee Associates, Inc. Blanket Orders 627 Two Methods of Releasing a Sale
Sales Order Management Introduction Klee Associates, Inc. Blanket Orders 627 Two Methods of Releasing a Sale

Blanket Orders

627

Two Methods of Releasing a Sale Against a Blanket

634

Cancel Date Functionality in the Blanket Order

648

Automatic Release When There Is More Than One Blanket Order

651

What Happens in Batch Order Creation and EDI?

653

How to See All the Releases Against a Blanket

653

Pricing

Implications of Blanket Orders

653

Other Blanket Release Processing Combinations

654

Quote Orders

654

Recurring Orders

661

Credit Orders

669

Returned Material Authorizations (RMA)

679

Setup

679

Returned Material Status (UDC 40/RN)

680

Document Type Returned Material Auth (UDC 00/DT)

681

Item Master and Item Branch

682

Return Materials Authorization Defaults

685

Returned Material Authorization

690

Entering Credit

Memos

698

RMA Update Sales Order Status (R400502)

700

RMA

Purge R400510

702

Some Considerations

702

Basic Preferences

703

Payment Terms (01)

705

Preferences Examples of Each

719

Pricing Unit of Measure (02)

719

Revenue Business Unit (03)

730

End Use Preference (04)

732

Print Message Preference (05)

735

Inventory Commit Preference (06)

739

Product Allocations

Preference (07)

747

Grade and Potency Preference (08)

755

Delivery Date (09) and Order Prep Days (16)

760

The Line of Business Preference (10)

767

Price Codes 1, 2, 3 (11, 12, 13)

768

Price Adjustment Schedule Preference (14)

769

Invoice Cycle Preference (15)

769

Klee Associates, Inc.

Sales Order Management Introduction

Klee Associates, Inc. Sales Order Management Introduction Container Deposit/Rental Preference 17) 770 Quality
Klee Associates, Inc. Sales Order Management Introduction Container Deposit/Rental Preference 17) 770 Quality

Container Deposit/Rental Preference 17)

770

Quality Preference (18)

770

Preferences (19, 20, 23-28, 35- 37, 42-43)

770

Receiving/Shipping Locations and Transportation Preferences (21 & 22)770

Payment Terms Preference (38)

770

Product Allocation Preference (39)

771

Next Order Status Preference (41)

771

Sales Commission Preference (44)

779

Customer Currency Preference (45)

779

Pricing UoM Preference (47)

780

Revenue Business Unit Preference

781

Conclusion

781

Advanced Preferences

783

Advanced Preferences

783

Set Default Advanced Preference Schedule

784

Advanced Preferences Schedule

786

Advanced Preference Components

790

01 Order Header Defaults

790

02 Order Detail Defaults

804

03 Next Order Status

809

04 Delivery Date

816

05 Order Prep Days

820

06 Inventory Commitment

826

07 Print Messages

830

08 Sales Commission

833

09 Advanced Lots (Ship Ascending)

833

10 Grade & Potency

843

11 Extended Terms

849

12 Gross Profit Margin Pricing

865

13 Sales Price Based on Date

880

14 Customer Freight

889

15 Mode of Transport

893

16 Carrier

894

17 Options and Equipment

896

18 Document Set

898

Conclusion

901

Flexible Sales Commission

903

Sales Order Management Introduction

Klee Associates, Inc.

Sales Order Management Introduction Klee Associates, Inc. Pre 8.9 Commission Review 904 Flexible Sales
Sales Order Management Introduction Klee Associates, Inc. Pre 8.9 Commission Review 904 Flexible Sales

Pre 8.9 Commission Review

904

Flexible

Sales Commission

907

Related

Salespeople

922

Sales Commission Preference (44)

935

Advanced Preferences

941

Order Holds

949

Order Hold Types

949

Additional Setup

952

Using Order Holds in Practice

969

Conclusion

973

Flex AAIs

975

Prepayment Processing

985

Setup

985

Customer Master

990

Order Activity Rules

992

Prepayment Hold Codes

993

Authorizing Prepayment Processing

994

Sales Order

995

Settlement Hold Codes

1001

Release Held Orders (P43070)

1001

Settling Prepayment Transactions

1004

Working with Drafts

1004

Sales Order Audit and Approval

1005

Audit Log, Reason Code, and Approval Process

1005

Appendix A - Sales Order (P4210) Processing Options

1017

Tab 1 Defaults

1017

Tab 2 Duplication

1020

Tab 3 Order Holds

1021

Tab 4 Display

1022

Tab 5 Commitment

1023

Tab 6 Currency

1024

Tab 7 Process

1024

Tab 8 Cross Reference

1027

Tab 9 Versions

1027

Tab 10 Preference

1028

Tab 11 Transfers

1028

Tab 12 Order Inquiry

1029

Klee Associates, Inc.

Sales Order Management Introduction

Klee Associates, Inc. Sales Order Management Introduction Tab 13 – Warehouse 1031 Tab 14 – Store
Klee Associates, Inc. Sales Order Management Introduction Tab 13 – Warehouse 1031 Tab 14 – Store

Tab 13 Warehouse

1031

Tab 14 Store & Forward

1031

Tab 15 Workflow

1031

Tab 16 Multiples

1032

Tab 17 Interbranch

1032

Tab 18 Interop

1032

Tab 19 Prepayment

1033

Tab 20 Audit Log

1033

Tab 21 Volume Up Sell

1034

Tab 22 Profit Margin

1034

Tab 23 Promotion ID

1034

Tab 24 Order Promising

1035

Tab 25 Matrix

1035

Appendix B - Update Customer Sales

1037

Update Customer Sales Versions

1037

Update Customer Sales Processing Options

1039

Update Customer Sales Data Selection

1047

Load Balance Update Customer Sales

1048

Appendix C Accounting for Interbranch Shipments

1051

Set Up Versions to Accommodate Interbranch

1059

Appendix D Sales Order Tables

1091