Order Processing - Key Concepts and Procedures

• Description
• Order Processing Functions
  • Organization of Information
  • Processing Flexibility
• Defining Customer Information
  • Customer Levels
  • Defining Bill-to, Ship-to, and Ordered-by Customers
  • Customer Master Maintenance Screens and Options
  • Bill-to/Ship-to Relationship
  • Customer Search
  • Customer Classes
  • Corporate Customer
  • Paid-by Customer
  • Summary
• Setting Up Account Numbers
• Order Entry
  • Order and Document Number Assignment
  • Sales Orders
  • Quote Orders
  • Order Copy
  • Quote Conversion
  • Multi-Line Entry
  • Flexible Item Entry
  • Multiple Ship-to Addressing
  • Drop Shipments for EDI Orders
  • Multi-Site Processing
• Order Information
  • Order Date Calculations
  • Order Status Code
  • Line Status
  • Message and Comment Print Codes
• Direct Distribution Orders
  • Data Setup
  • BOL Processing
• Item Information
  • Multiple Item Types
  • Multiple Units of Measure
  • Bundling
  • Configured Parts
• Credit Information
  • Credit Checking
  • Order Life Cycle Credit Check Points
  • Credit Check Type
• Pricing Methods
  • Pricing Methods
  • Calculating Prices for Sales/Quote Orders, Order Shipments, and Postbilling Documents
  • Other Pricing Considerations
• Discounting Methods
  • Types of Discounts
  • Using Discount Templates
  • Applying Discounts to Orders
• Pricing/Discount Templates
  • Defining Templates
  • Template Components
  • Applying Templates to Orders
  • Processing Implications
• Order Hold Codes
  • Identifying Orders on Hold
  • Sales Order Hold Codes
  • Quote Order Hold Codes
  • Customer Hold Option
  • Gross Margin Checking
  • Maximum Order Amount
  • Releasing Credit Held Orders
• Inventory Reservation
  • Reserving Inventory
  • Selling Company/Warehouse
  • Sourcing Warehouse
  • Inventory Reservation Window
  • Direct Ship Processing
  • Inventory Availability Checking
  • Re-allocating Inventory Using Multi-line Inventory Reservation
  • Warehouse Stock Status Inquiry
  • Adjustment Code
  • Multiple Stock Locations
  • Multiple Balance Types
  • Lot Control
  • Lot Assignability
• Relief Codes and Balance Types
  • Tracking Inventory
  • Defining Balance Types
  • On-Hand Balance Type
  • Manufacturing and Distribution Inventory
  • Calculations of Available Inventory and Demand
  • Planning Considerations
  • Example 1: Inventory Available for Manufacturing and Distribution; Scenario A
  • Example 2: Inventory Available for Manufacturing and Distribution; Scenario B
  • Example 3: Manufacturing & Planning Inventory Separate
• Remote Sourcing
  • Data Setup
  • Vendor Sourcing
  • Inventory Availability
  • Shipment Types
  • Remote Sourcing Methods
  • Comment Processing
  • Using Remote Sourcing with Computer Integrated Distribution
  • Considerations
• Order Release and Picker Information
  • Order Release Methods
  • Automatic Order Release
  • Picker Release by Promise Ship Date
  • Shipping Lead Time Calculations
  • Picker Generation
  • Blanket Shipment Scheduling
  • Backorder Processing
• Shipping and Billing
  • Shipping Information Entered During Sales Order Maintenance
  • Order Shipment Creation
  • Using the Shipping Workbench
  • Using the Open Order Shipping/Billing Conversation
  • Shipping Documents
  • Invoicing
  • Postbilling and Debit/Credit Memo Entry
  • Stamp Duty Processing
• Load Planning
  • Setting up Loads
  • Assigning Order Shipments to Loads
  • Reviewing Order Shipment Information
• Serial Number Tracking
  • Serial Number Assignment Window
  • Serial Controlled Parts
  • Serial Number Makeup
  • Serial Number Example: Shipment
  • Serial Number Generation
  • Serial Number Example: Return
  • Serial Number History
  • Reusing/Duplicating Serial Numbers
• Return Merchandise Authorization (RMA)
  • RMA Maintenance
  • RMA Receipt Control
  • RMA Reason Codes
  • RMA Maintenance/RMA Receipt Code Example
  • RMA Acknowledgment
• Costing Methods
  • Implications to the Billing Conversation
  • Payment Terms Code
  • Display Cost Option
  • Currency Considerations
• U.S. Tax Processing
  • U.S. Tax Calculation
• VAT Processing
  • Introduction
  • VAT, US Tax, or GST Processing
  • VAT Calculation Method (Recalculate, Gross, or Net)
  • VAT Declaration Points
  • Ensuring VAT Is Posted on Time
  • VAT Codes
  • VAT Type
  • Imports and Exports
  • VAT Calculations for EC Members
  • Reporting Transactions between Members of the European Community
  • ESL/SSD Management
  • SSD Transaction Maintenance
  • VAT Corrections for Write-Off, Deduction, and Chargeback Transactions (AR)
  • VAT Included (AR, AP, and GL)
  • VAT for Gifts, Samples, and Prizes (OP)
  • Time Delay for Purchases of Fixed Assets (AP)
  • Database Fields Reserved for Future VAT Processing
  • Hierarchy for Defaulting VAT Codes on Sales Orders
  • Hierarchy for Defaulting VAT Codes on POs and Vendor Invoices
  • Hierarchy for Defaulting VAT Codes on Journal Transactions
  • How VAT is Calculated
  • Steps to Setting up and Working in a VAT Environment
  • Payment Time VAT Review Management (AR, OP, GA)
• GST Processing
  • GST Processing
  • PST Processing
  • Reports Affected by GST
  • Steps to Setting up and Working in a GST Environment
• Computer Integrated Distribution Overview
  • Why Use Computer Integrated Distribution
  • Terminology
  • Processing Principles
  • Transaction Review Checkpoints
  • Four Components of Computer Integrated Distribution
  • Example
  • Data Setup
• Report Requests
  • Requesting Reports
  • Exception Reporting
  • Reprinting Order Paperwork
• Module Interfaces
  • Interface with Inventory Control
  • Interface with Accounts Receivable
  • Interface with Electronic Data Interchange (EDI)
  • Interface with Sales Force Automation
• Technical Information
  • File Updates: Database Structure
  • Online Messages
  • Online Transaction Recovery
• General Information
  • Order Maintenance
  • Line Modification Options
  • Customer/Item Relationship Maintenance
  • Sales Commissions

Reference

• Common Features
• Future Three
• Glossary
• Reference File Categories
• Technical Support
• Help