Purchasing Power Order Creation

Transcription

1 GE Appliances Standard Operating Procedure Purchasing Power Order Creation Issue Date: 10/13/ Introduction: Purchasing Power is a new Home Delivery Account. While the API tools are being developed, manual order creation is required. 2. Context: This SOP explains the manual process of order creation for purchasing power. 3. Oracle Roles: Customer Service Representative 4. Process: Contents CommerceHub Legacy Order Entry DMS Add Delivery Calendar If the Y-Switch indicates to create the order in EBS Orders That Require Attention A. CommerceHub Step 1: Visit Commerce Hub ( to access the order feed from the customer. Click Sign In. 1

2 Step 2: Log in using username and password then click Sign In. The system defaults to the home page. 2

3 Step 3: Click Number of Files to download the packing slip. Step 4: Downloads window will open, then click the Save icon next to the desired packing slip. Step 5: Click Save and Choose Save and Open from the dropdown menu. 3

4 Step 6: The PDF file/packing slip can be used to create the order in EBS/Legacy. Save the PDF to the Purchasing Power folder. Step 7: Click New Orders Awaiting Pickup in the At-a-Glance field to view open orders. Step 8: Click account to view and click the order. 4

5 Tab will display order details Step 9: Confirm if the order should be placed in EBS or Legacy using Delivery Zip Code and Delivery Date. 5

6 B. Legacy Order Entry Step 10: If the system indicates Legacy, start the order in OE using 6BV88. Step 11: Start order in OE using Paper icon. 6

7 Remember to use account 6BV88. Tip: By placing 1 in Inventory Loc, the system will allow a zip code to be entered to default to the correct delivery location). Step 12: Remove the 1 from Inventory Loc and add the zip code. When complete, click Start. 7

8 Step 13: Confirm that the delivery location is correct. Step 14: Add consumer information, including Ordered By, PO Number, Delivery Date, Ship To Address, and Delivery Ph No. 8

9 Step 15: Input Models. Tip: Remember to confirm product availability. Step 16: Confirm which services for the product are needed for the order. 9

10 Step 17: Add services to order on the Ln Item (Service) tab if applicable for the delivery area and consumer need. Step 18: Click Price. Step 19: Click Force then click Yes. 10

11 Step 20: If duplicate request PO box appears, confirm there is not an order in the system already. If order not already processed, click Retry. Step 21: Click No to additional services. 11

12 Step 22: New order has been created. C. DMS Add Delivery Calendar Step 23: Log in to DMS. 12

13 Step 24: Click Add an Order and add MS Number then click Go Calendar. Step 25: Choose available delivery date based on consumer request, delivery agent, and product availability. 13

14 Step 26: Successful message will appear once order has been created in DMS. Step 27: Confirm delivery is correct and note the file with Purchasing Power. View of the Order in Track and Trace 14

15 Track and Trace Home Page Scheduling Details 15

16 D. If the Y-Switch indicates to create the order in EBS Step 1: Log in to EBS using Quick Sales Order. Step 2: Click Run. 16

17 Step 3: The sales order screen will appear. Step 4: Use account for Production. Step 5: Click SA and LOV to find the sales agreement number. 17

18 Step 6: Once in the LOV search box, type % and click Find. Step 7: Select the Sales Agreement. NOTE: Only one agreement is available for this account. Step 8: Create the address and the customer name file (See SOP-Creating Customer Ship To Address). NOTE: If this step is skipped, the warehouse org will default to 1UD. If this occurs, the agent will need to come back after creating the consumer Ship To Address and: Clear out the warehouse field (on the Others tab in the order header). Click in the Shipping Method field. Tab out to repopulate the Warehouse Org with the correct Org for the Customer Ship To Address. Orders will not make it to Track and Trace if this is not completed. 18

19 Step 9: Click Others tab to confirm Ship Method is Home Delivery. Place cursor in Ship Method field and press Tab. Tip: If the warehouse does not populate, confirm delivery is offered in this delivery zip code. Warehouse will populate. Step 10: Click the Main tab and add consumer phone number(s) to the order. 19

20 Step 11: Choose delivery date based on consumer request, product, and delivery agent availability. Step 12: Choose appropriate M00 codes/services. Tip: Related Items can be used to view the M00 Codes in EBS. 20

21 Step 13: Add items to order including model, services, and delivery charge (Home Delivery). NOTE: Tracking number must be generated for the order. Step 14: Review order for accuracy and click Book Order. The system will automatically schedule in DMS/Track and Trace. Remember to confirm that the ship schedule has populated on the Shipping tab. Step 15: Note the file with Purchasing Power in Track and Trace. 21

22 E. Orders That Require Attention Step 1: On the Home Page of the CommerceHub, the order will now be located in the Orders That Require Attention section. Click the order. Step 2: Click the account to view specific orders. Step 3: Click the specific order. 22

23 Step 4: Click on the Actions drop down to choose. Choose Cancel, Packing Slip Request Reprint, or Ship. Remember to add notes about the activity: If Cancel, please state why; if Ship, please include delivery date and tracking/ms Number. Step 5: Remember to track issue in Tira. End of Process Process Map: 23

24 24