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Order Management Process Guide

The document describes the order management process in 3 steps: 1) Create a sales order and book the order which changes the status to "Booked". 2) Search for the order and view the line status and next steps. Generate exception reports if needed. 3) Receive items against a purchase order, allocate items to a move order to change the sales order status to "Released to Warehouse", allowing shipping transactions.

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Mohamed Fathy Hassan
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115 views80 pages

Order Management Process Guide

The document describes the order management process in 3 steps: 1) Create a sales order and book the order which changes the status to "Booked". 2) Search for the order and view the line status and next steps. Generate exception reports if needed. 3) Receive items against a purchase order, allocate items to a move order to change the sales order status to "Released to Warehouse", allowing shipping transactions.

Uploaded by

Mohamed Fathy Hassan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Order Management

---Create Sales Order

Add Lines then press Button "Book Order"


Now The "Status" of the Order Managementcchanged to Booked
Then From Shipping  Transactions

Search for the Order created

Then press "Find" you can find the "Line Status" and "Next Step"
Report "Shipping Exception Report" if an error the status will "Complete - Warning"
Transact
Can assign or unassign to trip or delivery NO
VIP :: Credit Memo Batch Source = Transaction Source (NAME) ***** ORDER ENTRY***
Return

After Save
Drop Shipment

Seller & Customer & Supplier

Transaction Type order


** Then run Workflow Background Process Request

** Then from Purchasing run Requisition Import Reqiest


Requisition Import Exceptions Report if u wants to know any error cured

Price list on Purchasing Tab at Item window must be entered to make requisition.
Then Run Request ()

Then Import the issue transactions from interface manager


Then there is issue transaction
Define Item to be purchased and order management

Must enter the list price to import requisition


"Assemble to Order" must checked if you use Back2Back Cycle in order management
Back to Back Cycle
Must checked ATO

Then Book Order


Then From Actions  "Progress Order"

Then
Then Run Request "Workflow Background Process"
From purchasing run request "Requisition Import"

Import Source must be "CTO"


To view output
To view the Requisition from Requisition Summary
Then Make a PO for this Requisition

From Autocreate
Then add Supplier and Site
Then Press Create
Then Approve this PO by press Button "Approve"
Then receive these items, From Receiving  Receipt and choose the PO and press "Find"
Then choose subinventory and press save
Then From Order Management Sales Order Search for your Order
Then from "Shipping Transaction Form"
Then Search again for the sales Order the status changed to "Released to Warehouse" this
means that you can Allocate from Move Order
From Move Order  "Transact Move Order"

Then Press Button "Allocate"


Then Press "Transact"

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