销售订单(Sales Order)流程

普通销售订单的流程如下:

Responsibility: Manufacturing and Distribution manager

1 . Create Sales Order

(N)Order Management->Orders, Returns->Sales Orders

Status: Entered

 

2. (Optional)Book Sales Order

(N)Order Management->Orders, Returns->Sales Orders

(B)Book Order

Status: Awaiting Shipping

 

3. (Optional)Schedule Sales Orders

(N)Order Management->Orders, Returns->Sales Orders->(Tab)Line Items

Tools->Scheduling->Schedule
Or

(N)Order Management->Orders, Returns->Schedule Order

 

4. (Optional)Reserve Sales Orders

(N)Order Management->Orders, Returns->Sales Orders->(Tab)Line Items

Tools->Scheduling->Reserve
Or

(N)Inventory->On-hand, Availability->Reservations

 

5. Release Sales Order

(N)Order Management->Shipping->Release Sales orders->Release Sales orders

(B)Execute Now

Notice: Set the following options as below. If set as "Yes", needn't execute step 6 and 7

Autocreate Delivery->No

Auto Pick Confirm->No

Status: Released to Warehouse

Get the Move order number from (N)Order Management->Shipping->Transaction->(T)Lines/LPN->(Field)Move Order Number

 

6. Allocate and Transact Move Orders

(N)Inventory->Move Orders->Transact Move Orders

Status: Staged/Pick Confirmed

 

7. Create Delivery

(N)Order Management->Shipping->Transactions->(T)Lines/LPN

(B)AutoCreate Delivery->Go

Status: Staged/Pick Confirmed

 

8. Pick Confirm

(N)Order Management->Shipping->Transactions->(T) Delivery

(B)Ship Confirm

Status: Shipped

 

9. (Optional)Sometimes, need do this step

(N)Order Management->Shipping->Transactions->(T)Path by trip

(B)Ship Confirm

Status: Shipped

 

切换到Order management Super User,

10. Run report

(N)Reports, Requests->Run Request->Workflow Background process

Parameters: OM order line, Yes, yes

Status: Interfaced

 

11. Run AutoInvoice

(N)Receivable->Interfaces->AutoInvoice

Report name: AutoInvoice Master Program

Parameter:

Invoice Source: Order Entry

Default Date: Today

Sales Order number

Status: Closed

 

内部销售订单(internal sales order)的流程:

1. Create a new internal requisition

(N)Purchasing->Requisitions->Requisitions

type:Internal Requisition

 

2. Create internal orders

(N)Purchasing->Request->New Request->Create Internal Orders

 

3. Order import

(N)Order Management->Orders, Returns->Import Orders->Order import request

Parameters:

Order Source: Internal

Order Reference: <Requsition number>

 

完成后通过查询获得Sales Order的编号,在按照普通的销售订单的流程继续.