SALES Course Assignment VERSION 18

Transcription

1 SALES Course Assignment VERSION 18

2 COPYRIGHT 1997 BY QMUZIK All rights reserved. The contents, nor any part thereof, nor the format, the configuration or any other aspect thereof may be copied, transformed, reworked, reverse engineered, stored or transmitted, irrespective of the mode or method thereof, or in any other way be dealt with other than only with the express prior written permission of QMuzik.

3 SALES CUSTOMER SPECIAL ORDER Add Customer Order Header Add Customer Order Line (Special) Add Material Requirements From Modular Bill of Material View the Requirements Issue Materials Requirements to Customer Order Build the Routing Ship Customer Order Line Perform a MRP Run CUSTOMER SPARES ORDER Print the Delivery Note Add Customer Order Line (Spares) Add Line Optional Data Perform a Supply and Demand Analysis Perform a Shortage Check View Movement History

4 SALES Create Quick Turnaround Sales Order Change Product Settings Allocate Stock Add Multiple Part Sales Prices Substitute Parts View Sales Order Price History Cross Reference Orders Override Sales Price and GPM Perform an Invoice and Order Inquiry Add Customer Order Line (Product Sales) Perform a Divisional Transfer of a Sales Order Sell through Catalogues Allocate View Sales Analysis Sales Forecasting Sales Reports

5 INTRODUCTION This course addresses sales related functions. Customer orders are the primary input to the master production schedule in the system. Various types of customer orders are created in this course. Replenishments and requirements for a part are analysed. Shortages are analysed and delegates perform a MRP run. OBJECTIVE : You will learn how to: EXERCISE 1 : Add a Customer Special Order EXERCISE 2 : Add a Customer Spares Order EXERCISE 3 : Supply Demand EXERCISE 4 : Shortage Checking EXERCISE 5 : MRP Selective Run EXERCISE 6 : Perform Movements for Customer Orders (see Movement Course Assignment) EXERCISE 7 : View Movement History EXERCISE 8 : Sales Order Wizard EXERCISE 9 : Stock Allocation EXERCISE 10 : Part Substitutes EXERCISE 11 : Order Cross-Reference EXERCISE 12 : Invoice Order Inquiry EXERCISE 13 : Sale Order Divisional Transfer EXERCISE 14 : Sales Allocation View EXERCISE 15 : Sales Forecasting EXERCISE 16 : Change Product Settings EXERCISE 17 : Add Multiple Part Sales Prices EXERCISE 18 : View Sales Order Price History EXERCISE 19 : Override Sales Price and the Gross Profit Margin EXERCISE 20 : Add a Customer Product Sale Order EXERCISE 21 : Sell Through Catalogues EXERCISE 22 : Sales Analysis EXERCISE 23 : Sales Reports APPENDIX A : Presenter s Notes APPENDIX B : Lesson Summary APPENDIX C : Customer Order Types Summary Revision 18 : 5 August 2005 Page 1

6 EXERCISE 1 ADD A CUSTOMER SPECIAL ORDER Use the Customer Order function to add a customer special order. FIGURE 1.1 ADD THE CUSTOMER ORDER HEADER FOR THE SPECIAL ORDER Enter an Order Number XX000 (XX = first two characters of your name / surname. Make yourself the Sales Person. Ask your presenter for a Division Code. Follow the steps in Figure 1.1 to add the Customer Order Header. FIGURE 1.2 ADD THE LINE FOR THE CUSTOMER ORDER Select the Line Type = Customer Special Ask your presenter for a Product. Make yourself the Order Planner. Ask your presenter for an Account. Follow the steps in Figure 1.2 to add the Customer Order Line. Revision 18 : 5 August 2005 Page 2

7 FIGURE 1.3 ADD THE MODULES FOR THE CUSTOMER ORDER Ask your presenter for a Modular BOM Number. Follow the steps in Figure 1.3 to add the available modules for the Customer Order. FIGURE 1.4 VIEW THE REQUIREMENTS To change data on a requirement, click on the line in the Requirement grid, do the necessary changes and click on the Change button. Follow the step in Figure 1.4 to view the requirements. Close the requirement screen and go to the Order Operations tab. Revision 18 : 5 August 2005 Page 3

8 FIGURE 1.5 SELECT A ROUTING PART NUMBER NOTE: Follow the step in Figure 1.5 to select a Routing Part Number. FIGURE 1.6 LINK THE ORDER OPERATIONS NOTE: Follow the steps in Figure 1.6 to Link the Order Operations. Revision 18 : 5 August 2005 Page 4

9 EXERCISE 2 ADD A CUSTOMER SPARES ORDER Use the Customer Order function to add a Spares order. FIGURE 2.1 ADD A CUSTOMER ORDER HEADER Enter an ORDER NUMBER XX222 (XX = first 2 characters of your name/surname). Make yourself the Sales Person. Ask the presenter for a Division Code. Follow the steps in Figure 2.1 to add a Customer Order Header. FIGURE 2.2 ADD THE LINE FOR THE CUSTOMER ORDER Select the Line Type = Customer Spares. Ask your presenter for a Part Number. Make yourself the Order Planner. Ask your presenter for an Account. Follow the steps in Figure 2.2 to add the Customer Order Line. Reminder: If the Force Allocation and Cross Reference before releasing switch on the Product Master of the orderline product code is Yes, you will not be able to release a customer order unless the requirements are fully accounted for whether by allocation or orderline cross-referencing. This will only be applied to Product and Spares Sales with Explode Requirements set to No. Revision 18 : 5 August 2005 Page 5

10 FIGURE 2.3 ADD OPTIONAL DATA NOTE: Follow the steps in Figure 2.3 to add optional data for the line. Revision 18 : 5 August 2005 Page 6

11 EXERCISE 3 SUPPLY DEMAND Use the Supply Demand function to view the replenishments and requirements for a part. FIGURE 3.1 SUPPLY DEMAND Enter a part number from the Requirements function, which you created, on the Customer Order Special. Follow the steps in Figure 3.1 to view the Supply Demand. FIGURE 3.2 SUPPLY DEMAND DETAIL NOTE: If you wish to view the graph, click on the Graph tab. Revision 18 : 5 August 2005 Page 7

12 EXERCISE 4 SHORTAGE CHECKING Use the Shortage Check function to do a shortage analysis for your customer order. FIGURE 4.1 DO SHORTAGE CHECKING Enter the Customer Special Order number. Follow the steps in Figure 4.1 to view the shortages. FIGURE 4.2 VIEW THE SHORTAGES Revision 18 : 5 August 2005 Page 8

13 EXERCISE 5 MRP SELECTIVE RUN Use the MRP Selective Run function to do an MRP selective run on the Modular Bill of Material. FIGURE 5.1 MRP SELECTIVE RUN Enter the Modular Part number you used for the Customer Special Order. Follow the steps in Figure 5.1 to do a MRP Selective Run. FIGURE 5.2 MRP SELECTIVE RUN NOTE: Follow the step in Figure 5.2 to run MRP. Revision 18 : 5 August 2005 Page 9

14 EXERCISE 6 PERFORM MOVEMENTS FOR CUSTOMER ORDERS Perform customer order related movements such as: Stores to Order Requirement (Order Issues) Production to Customer (Shipping) FIGURE 6.1 MOVEMENT DIRECTIONS Use the Stores to Order Requirements function to issue the Requirements. FIGURE 6.2 ISSUE THE REQUIREMENTS TO THE CUSTOMER ORDER Enter your Customer Special Order Number. Follow the steps in Figure 6.2 to perform the movement. Revision 18 : 5 August 2005 Page 10

15 Use the Production to Customer function to ship the Customer Special Order. FIGURE 6.3 SHIP THE CUSTOMER ORDER The division must be the same as the one used on your Customer Order Header. Follow the steps in Figure 6.3 to ship the order. If Independent Accounting is set to off, the invoice will be generated for the parent company. FIGURE 6.4 PRINT THE DELIVERY NOTE NOTE: Follow the step in Figure 6.4 to print the delivery note. Revision 18 : 5 August 2005 Page 11

16 EXERCISE 7 VIEW MOVEMENT HISTORY Use the Movement History function to view movement history for a stocked part. FIGURE 7.1 MOVEMENT INQUIRY SETTINGS Enter the Customer Special Order Number. Follow the steps in Figure 7.1 to view the Movement History. FIGURE 7.2 VIEW THE MOVEMENT DETAIL NOTE: Follow the steps in Figure 7.2 to view Movement Detail. FIGURE 7.3 MOVEMENT DETAIL I Revision 18 : 5 August 2005 Page 12

17 FIGURE 7.4 MOVEMENT DETAIL II NOTE: FIGURE 7.5 JOURNAL DETAIL To view the Journal Detail, select Journal detail from the View field on the Movement History function. Revision 18 : 5 August 2005 Page 13

18 EXERCISE 8 SALES ORDER WIZARD Use the Sales Order Wizard function to create a sales order. This function is especially useful when large volumes and quick turnaround sales orders need to be created. It facilitates the adding of product, spares and special sales orders. FIGURE 8.1 ADD SALES DETAIL Enter the Customer, the part and the quantity. Follow the steps in Figure 8.1 to add all your lines. FIGURE 8.2 SALES ORDER DEFAULTS All steps in Fig. 8.2 are optional if the information is set on the first tab. Some of the information (Step A3) can be set on the External Organisation function. System Configuration (Numbers Control Tab) : Auto Number of Sales Orders = Yes (If you want the system to create the Customer (Sales) Order Numbers.) Revision 18 : 5 August 2005 Page 14

19 FIGURE 8.3 SALES ORDER ENTRY It displays lines that can be shipped. It displays a line with shortages and shows a Back Order. Select Ship Now Checkbox to open Print Invoice and Print Del Note. If the Ship Now Option was checked, the function will not only insert the new order lines but will in addition issue (backflush) the stock, ship the lines, create the Debtor Invoice and print the documentation as selected. Should the invoice be printed, the function will naturally also print approve the invoice and post the debtor journals in addition to the movement journals. On this function stock can also be allocated and shipped later. See the on-line help. Revision 18 : 5 August 2005 Page 15

20 EXERCISE 9 STOCK ALLOCATION Use the Stock Allocation function to allocate stock required for a specific Customer Order. Stock can be allocated to specific orders to prevent the issuing of that stock to other orders or requisitions. FIGURE 9.1 STOCK ALLOCATION Enter the Customer Order and the line number. Follow the steps in Figure 9.1 to allocate stock for all your lines. The deallocate button will deallocate the allocated stock. Reminder: 1. In selecting a store only the stock from that store will populate. If no store is selected all the stock of all stores will populate. 2. Automatic Stock Allocation can take place by releasing a purchase order back-to-back with a customer order. Revision 18 : 5 August 2005 Page 16

21 EXERCISE 10 PART SUBSTITUTES Use the Part Substitute option/function to replace a requirement part with another part. This can be done either when a shortage on a specific requirement part is experienced or to use up old stock. FIGURE 10.1 ADD CUSTOMER ORDER Enter the Customer Order Header. Follow the steps in Figure 10.1 to add a header for your Customer Order. FIGURE 10.2 ADD CUSTOMER ORDER LINE Enter the Customer Order line number. Follow the steps in Figure 10.2 to add a customer order line. Revision 18 : 5 August 2005 Page 17

22 FIGURE 10.3 ADD ORDER REQUIREMENTS Select Requirements to view requirements for each line. Follow the steps in Figure 10.3 to find substitutes for the part. The parts that can substitute a part need to be defined using the part standard item function. FIGURE 10.4 SELECT THE SUBTITUTE PART Select the part which needs to substitute your part. Follow the steps in Figure 10.4 to indicate the substitute part. Revision 18 : 5 August 2005 Page 18

23 EXERCISE 11 ORDER CROSS-REFERENCE. Use the Order Cross Reference function to cross reference a replenishment order to a requirement on an order. Any type of replenishment order can be cross-referenced to a requirement. The user has the option to automatically allocate the cross-referenced replenishment on receiving it in stock to the requirement order. FIGURE 11.1 ORDER CROSS REFERENCE View the Customer Order with it s requirements on the first tab. Follow the steps in figure 11.1 to 11.3 to link your customer order line to the purchase order line. Tips: 1. If you exclude the order number option, all the Customer Orders will display on selecting the Show button. 2. Step 4 indicates the lines that can be serviced with the available purchase orders. (Shown in green.) 3. Step 5 is green and red, meaning that stock has been allocated to that line but can not provide for all its requirements in time. 4. Step number 6 indicate that no stock will be available for that line to be shipped in time. Either stock must be allocated, or a new purchase order must be provided specifically for that customer order line. 5. Step number 7 shows you the last order that will come in to provide stock for that line, and specifically line number 64 will carry the stock you need to link to your customer order. 6. Step number 8 turned red because it will be too late to provide the stock in time for shipping that line. FIGURE 11.2 SELECT REPLENISHMENT Add the Purchase order with its line as in step 7 on figure Follow the steps in figure 11.2 to open your replenishment purchase order line. Revision 18 : 5 August 2005 Page 19

24 FIGURE 11.3 SELECT REQUIREMENT ORDER Only the Buyer, or Order Planner on the Replenishment Order can link the Requirements. Select the Customer Order specific line, add your quantity and apply. Follow the steps in figure 11.3 to cross-reference the order lines. Revision 18 : 5 August 2005 Page 20

25 EXERCISE 12 INVOICE ORDER INQUIRY Use the Invoice Order Inquiry function to do an invoice order inquiry. The links between purchase or customer orders and their resulting invoices can be interrogated in this function. FIGURE 12.1 INVOICE ORDER INQUIRY Enter the Customer Order and select the inquire button. Follow the steps in Figure 12.1 to locate invoices linked to your orders. Tips: 1. If step number 3 is excluded from your procedure, the results will display all the invoices for all the lines for that specific order number. Revision 18 : 5 August 2005 Page 21

26 EXERCISE 13 SALES ORDER DIVISIONAL TRANSFER When a Sales Order is to be transferred from one Division to another, the SALES ORDER DIVISIONAL TRANSFER function will facilitate it. Journals will be created to transfer costs already incurred to the new division. Sales Orders with or without program structures (Nodes) can be transferred. Note: Study the online help before doing the exercise. FIGURE 13.1 SALES ORDER DIVISIONAL TRANSFER Enter the Customer Order and select the new Division. Select the acquired Accounts. Tip: The Allow Sales Order Divisional Transfer must equal Yes on both Divisions involved in this transaction. Revision 18 : 5 August 2005 Page 22

27 EXERCISE 14 SALES ALLOCATION VIEW When a Sales Order is created, a button is provide to link the user to the Sales Allocation View function. In this function the user will be able to view allocated stock linked to the sales order in the selected fields. Note: Study the online help before doing the exercise. FIGURE 14.1 SALES ALLOCATION VIEW A Part Number can be selected from the catalogue of a prefered customer. The results will show in the grid. Revision 18 : 5 August 2005 Page 23

28 EXERCISE 15 SALES FORECASTING Before Sales Forecasting be done the relevant settings must be addressed. The Sales Forecast function is used to create a forecast of sales demand. Forecasts can be consumed, viewed and is subject to status changes. Note: Study the online help before doing the exercise. FIGURE 15.1 PART MASTER If set, this item can be used for forecasting only, and no requirements can be issued to it and works orders for it can not be released. A Part that is a forecast planning bill will normally have derivative parts for which sales orders can be expected defined via the Forecast Derivatives Function. If not set the part can still have sales forecasts against it. FIGURE 15.2 SALES FORECAST HEADER Start the forecasting process by creating summary or header information. Revision 18 : 5 August 2005 Page 24

29 FIGURE 15.3 SALES FORECAST DERIVATIVES Link Derivative Part(s) to forecast. These are parts which are affected because of orders on the Forecast Part Number in Step 1. This is optional and only applies to forecast part numbers where the forecast is for a planning bill and not for the actual part numbers for products or spares ordered by customers. FIGURE 15.4 ADD DETAIL FORECAST Specify quantities, dates and rules per forecast item. NOTE: FIGURE 15.5 DETAIL VIEW The Consumption start and end date combination forms the consumption buckets. Revision 18 : 5 August 2005 Page 25

30 FIGURE 15.6 STATUS CHANGES Change the status to Approved to activate or release the forecast. FIGURE 15.7 SALES FORECAST HEADER Firm the Forecast by following the steps in fig Remember that the Firm Horizon Date must at least cover the Consumption Start Dates. FIGURE 15.8 SALES FORECAST DETAIL VIEW All details for the specific part is displayed in the Grid. Note the firmed detail forecast records. The records can be firmed individually on this tab or for a specific period via the header tab. Revision 18 : 5 August 2005 Page 26

31 FIGURE 15.9 CUSTOMER ORDERLINE Customer Orders consume forecasts. It will consume forecasts for the orderline part or for any other part to which the orderline part has been linked as a forecast derivative item. Let us load a Customer Order to demonstrate. FIGURE STORES TO CUSTOMER Over the Counter Sales also consume forecasts. FIGURE FORECAST DETAIL VIEW Note the consumed quantity. Revision 18 : 5 August 2005 Page 27

32 FIGURE CONSUMPTION VIEW 1 Note the detail consumption records on the Consumption tab. Forecasts can not be over consumed. FIGURE CONSUMPTION VIEW 2 FIGURE OPEN OVERVIEW Revision 18 : 5 August 2005 Page 28

33 FIGURE FORECAST OVERVIEW Follow the steps in Fig to display a forecast overview. Step 2 illustrate is used to set display bucket sizes. FIGURE GRAPHIC VIEW Dark green depicts forecast quantity while light green depicts consumed quantity. FIGURE CLOSE FORECAST Close the forecast by following the steps in Fig Forecasts can be short closed. Individual records on the detail tab can be closed by setting forecast quantity equal to consumed quantity. Revision 18 : 5 August 2005 Page 29

34 FIGURE SALES FORECAST OVERVIEW Display all quantities per month for the selected Forecast ID. This forecast does not include derivative parts. FIGURE SUPPLY AND DEMAND Note that the forecast is taken in consideration by MRP as seen on the Supply and Demand function. The standard MRP will always include demand from firmed forecast detail records. Simulation MRP runs can also include planned forecast detail records. Revision 18 : 5 August 2005 Page 30

35 EXERCISE 16 CHANGE PRODUCT SETTINGS Various settings govern the sales side. Some of these settings are set using the Product Master function FIGURE 16.1 DETAIL SETTINGS The Sales Manager may always override the gross profit margin on sales related to the specific product. The Sales Manager also has the update rights to the Sales Control, Discount Matrix and Employee Auth tabs. FIGURE 16.2 SALES CONTROL SETTINGS The settings in figure 11.2 specifies that a warning message will appear when the Gross Profit Margin is below 20% for any kind of sales order on any status of the sales order. Also the settings in figure 11.2 specifies that it will not be allowed that the Gross Profit Margin goes below 15% for any kind of sales order on any status of the sales order. these settings only apply to the product code 111. Revision 18 : 5 August 2005 Page 31

36 FIGURE 16.3 TRADE DISCOUNT MATRIX The Customer named Ace Hardware automatically qualifies for a 5% discount between 4 August 2005 and 31 May Take note that if the selling is done through a customer own catalogue the discount matrix is ignored. FIGURE 16.4 EMPLOYEE AUTHORISATION The selected employee may overwrite the sales price on a customer order but if it is in conflict with the gross profit margin restrictions it will not be allowed. Revision 18 : 5 August 2005 Page 32

37 EXERCISE 17 ADD MULTIPLE PART SALES PRICES FIGURE 17.1 PART SALES PRICES The Price is currency units from a specific date and we are about to add the new sales price as new currency units starting from another date. Note the Markup % and Gross Profit Margin % is automatically calculated using the Sales Price entered and the Landed Cost displayed. Revision 18 : 5 August 2005 Page 33

38 EXERCISE 18 VIEW SALES ORDER PRICE HISTORY FIGURE 18.1 SALES PRICE HISTORY This function is used to view the sales price history of a specific sales order line or all sales order lines of sales orders. The function can be accessed directly from the Customer Order function. Revision 18 : 5 August 2005 Page 34

39 EXERCISE 19 OVERRIDE SALES PRICE AND THE GROSS PROFIT MARGIN FIGURE 19.1 OVERRIDE SALES PRICE AND THE GPM Figure 19.1 specifies that we have a special on part number BIC0001 which lasts for 1 month. The special s price is a minimum of 900 currency units and there is a limited quantity of a 50 cumulatitive. Only the Product Sales Manager and employees who received authorisation may change or add records via this function. FIGURE 19.2 OVERRIDE SALES PRICE AND THE GPM OVERVIEW In Figure 19.2 we requested to see all Authorisation records against the part number BIC0001. The result box shows only the one added in the previous figure. Revision 18 : 5 August 2005 Page 35

40 EXERCISE 20 ADD A CUSTOMER PRODUCT SALE ORDER FIGURE 20.1 ADD THE CUSTOMER ORDER LINE Note step 4. FIGURE 20.2 SPECIFY OVERVIEW CRITERIA In Figure 20.2 we request to see all Customer Order Lines with no Exploded Requirements irrespective of the order type or status. Revision 18 : 5 August 2005 Page 36

41 FIGURE 20.3 OVERVIEW RESULTS Note that only the ship date of line 3 can be changed because the other lines already have a closed status. EXERCISE 21 SELL THROUGH CATALOGUES FIGURE 21.1 ADD A SELLING CATALOGUE RECORD A Selling catalogue record is created for Part Number BIC0001C for an external organisation. Note the value in the field Their Part. FIGURE 21.2 ADD A SELLING CATALOGUE RECORD A Selling catalogue record is created for Part Number BIC0001C for the organisation called K-MART. This is not a real organisation but only a name to link generic catalogue records to. Note the value in the field Their Part. Revision 18 : 5 August 2005 Page 37

42 FIGURE 21.3 LINK THE CATALOGUE RECORDS TO THE RELEVANT CUSTOMERS Specify which catalogue records should be actively available for the selected organisation name. (link catalogue records). Note the enforcing of Part name and Price of the one specific catalogue record in step 2 and 3. FIGURE 21.4 LINK THE CATALOGUE RECORDS TO THE RELEVANT CUSTOMERS In fig 21.4 it is specified if the price at shipping or the price at order entry time apllies. FIGURE 21.5 ADD CATALOGUE PRICE DETAIL Note in step 1 that the price for the Action Precision organisation catalogue record is 7 currency units. Revision 18 : 5 August 2005 Page 38

43 FIGURE 21.6 ADD CATALOGUE PRICE DETAIL FIGURE 21.7 ADD THE CUSTOMER ORDER LINE AND SELECT CATALOGUE RECORD The Customer part Number and Sales price is enforced from the catalogue record. Revision 18 : 5 August 2005 Page 39

44 EXERCISE 22 SALES ANALYSIS FIGURE 22.1 SPECIFY SELECTION CRITERIA Step 1: In this case we have specified that we only want to see sales orders for the customer called Bicycle Traders. FIGURE 22.2 SPECIFY DISPLAY COLUMNS Step 1: Select additional columns to be displayed along side the default columns. Revision 18 : 5 August 2005 Page 40

45 FIGURE 22.3 VIEW RESULTS Step 1: By clicking on this button the picking status of every line is displayed. Step 2: Select a line to view stock availability on the last tab. FIGURE 22.4 ADD A SELLING CATALOGUE RECORD Note that stock is currently available at the bottom right hand corner. Revision 18 : 5 August 2005 Page 41

46 EXERCISE 23 RUN SALES REPORT Use the Sales Reports function to run various standard sales reports. FIGURE 23.1 SALES REPORT Note the summary and detail option. Notes: FIGURE 23.2 SALES REPORTS Note that the output is displayed in MSExcell. Revision 18 : 5 August 2005 Page 42

47 APPENDIX A PRESENTER S NOTES APPENDIX B APPENDIX B Provide all students with the ORDER PLANNER and Sales Order Divisional Transfer profile. Provide the students with the following: DIVISION CODE PRODUCT CODE FOR CUSTOMER SPECIAL ORDER MODULAR BOM NUMBER PART NUMBER FOR CUSTOMER SPARES ORDER SALES ACCOUNT NUMBER 2. Ensure that substitute parts and orders exist for part substitution en order cross-referencing. 3. Ensure that students have the necessary profiles to do Part Substitution, Order Cross Referencing, Order invoice Inquiry, Sales Order Divisional Transfer, Sales Forecasting, Price and GPM override Authorisation, Product Master, External Organisation Parts, Part Master, Sales Order Price Source and Stock Allocation. Revision 18 : 5 August 2005 Page 43

48 APPENDIX B LESSON SUMMARY On completion of the sales course, students will be able to use the related System functions to load and manage customer orders. TO: Add a Customer Special Order. Add a Spares Order. Analyse Replenishment and Requirements for a Part. Analyse Shortages for a Customer Order. DO THIS: Use the CUSTOMER ORDER function. Use the HEADER tab to add the customer order header. Use the LINE MANDATORY tab to add the customer order line(s). Use the CUSTOMER SPECIAL REQUIREMENTS tab to add component parts of an existing product structure (BOM). Use the REQUIREMENTS tab to add and edit part requirements. Use the ORDER OPERATIONS tab to add and edit operations. Use the CUSTOMER ORDER function. Use the HEADER tab to add the customer order header. Use the LINE MANDATORY tab to add customer order line(s). Use the LINE OPTIONAL tab to add more general customer order line criteria. Use the SUPPLY and DEMAND function. Use the DETAIL and GRAPH tabs. Use the SHORTAGE CHECK function. Do a MRP run. Use the MRP SELECTIVE RUN function. Add Quick Turnaround Customer Orders Use the SALES ORDER WIZARD function. Add Part Substitutes to Customer s requirements Use the PART SUBSTITUTE function. Cross Reference purchase orders to specific Use the CROSS REFERENCE function. Customer Orders Locate invoices linked to Customer orders Use the INVOICE ORDER INQUIRY function. Transfer Sales Orders to another Division Use the SALES ORDER DIVISIONAL TRANSFER function. View Allocated Stock Use the SALES ALLOCATION VIEW function. Create a Sales Forecast Use the SALES FORECAST function. Change Product Settings Use the PRODUCT MASTER function Add Multiple Part Sales Prices Use the PART MASTER function View Sales Order Price History Use the SALES ORDER PRICE SOURCE function Override Sales Price and Gross Profit Margin Use the PRICE AND GROSS PROFIT MARGIN OVERRIDE AUTHORISATION function Add a Customer Product Sale Order Use the CUSTOMER ORDER function Sell Through Catalogues Use the EXTERNAL ORGANISATION PART function Perform a Sales Analysis Use the SALES ANALYSIS function. Run a Sales Report Use the SALES REPORTS function. Revision 18 : 5 August 2005 Page 44

49 APPENDIX A Customer Order Types Summary 1. Customer Product Sale - Requirements - can have Operations (Routings) 2. Customer Spares Requirements 3. Customer Repair a. Creates requirements for part that has to be repaired b. Part that has to be stock status waiting repair c. Can create additional requisitions spares d. Can create operations for repair task e. Needs a node for financing the repair task f. When complete ship to customer 4. Customer Non Stock (Services) a. Can have operations b. Serves as the milestone selling point for nodes c. Milestone node linked to customer non stock order 5. Customer Specials a. Like customer non stock has no order line part b. Can have material requirements c. Can have operations d. Can have node as cost collector Revision 18 : 5 August 2005 Page 45