Tour - session 5 Sales Order entry e-Prelude.com Tour - session 5 Sales Order entry

Plant calendar Defines plant working periods Is entered per week, day per day A working period is specified by A start time A duration (hours with decimals) A standard week can be recorded; it can be copied on other weeks Working days have a non-zero working period duration

Calendar maintenance Access: Planning Menu, Calendar Maintenance Option 3. Validate 1. Click on ‘Update Std Wk’ to create a ‘standard week schedule’ 2. Enter start time and duration for each working day

Calendar Creation 4. Click on ‘Copy up to …’ 5. Select 03/31/2022

Calendar Creation Time slots are created

Sales Order entry Object: record planned and firm sales orders Process: Identify customers Enter the sales orders (header and lines) Validate of sales orders

Customer Maintenance Access: Sales menu, Customer Maintenance option Validate Identify each customer by its code and its name Other fields are optional Enter customer payment term (or pick it in the list) and Credit Limit

Sales Order Structure Customer A Order 1 Line 1 Item X, qty 10 Line 2 Item Y, qty 5 Order 2 Line 1 Item X, qty 20 Customer B Order 3 Line 1 Item Z, qty 3 Line 2 Item Y, qty 8 Order 4 Line 1 Item X, qty 10 Line 2 Item T, qty 100 Line 3 Item U, qty 200

Sales Order Header Access: Sales menu, Sales Order Maintenance option 1- Click on ‘ New ’ The first available order number is posted 4- Click on ‘Lines’ to enter Order lines 2- Enter customer code 3- Enter delivery date

Sales Order lines 5- Validate 1- Click on ‘ New ’ The first available order number is posted 2- Select Item 3- Enter quantity ordered Enter next line Or click on Back 4- Confirm selling price and Shipping Date

The Sales Orders

The Item Master Schedule Access: Planning menu, Master Schedules option Sales order lines are reported on the item master schedule Projected Inventory

Sales order approval As long as an order is not approved, it can be modified or deleted, Approval forbids any later modification ; it is a commitment towards the customer ; he will receive an order confirmation A sales order should be approved only when one is sure that the shipment within the required delivery date is possible

End of session 5