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

2. 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

3. 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

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

5. Calendar Creation
Time slots are created

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

7. 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

8. 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

9. 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

10. 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

11. The Sales Orders

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

13. 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

14. End of session 5