Order Flow

Navigation: Orders. Returns -> Sales Orders

1. Enter Customer Customer and and Order Type. The The other fields may default values. values. If  “Ship To Location”, “Bill To Location” and “Price List” are not defaulted, pick those values from “LOV”

2. All the fields fields should should default in Others Others tab. If Payment Payment Terms or  or  Warehouse is not defaulted, choose values from LOV. Warehouse parameter stores the warehouse from which the order will be shipped

3. Enter Enter “Order “Ordered ed Item”, Item”, “Qty”, “Qty”, “UOM”. “UOM”. Note: The item should already be setup in Inventory. Please refer to Item Setup for the item setup information. The item price should exist in the price list specified at the order header level. Please refer to Price List Setup section for price list setup.

Book Sales Order  Book the order by clicking on “Book Order” button

Pick Releasing a Sales Order: Navigation: Shipping -> Release Sales Orders -> Release Sales Orders

1. Enter Enter the Order Order Number Number that that needs needs to be pick pick release released d

2. Specify the warehouse. warehouse. This should should be the same same warehouse warehouse as specified in the order line.

3. Click on Concurrent Concurrent button. button. This This should should launch launch “Pick Release” Release” concurrent program

4. Click on “View” and then then “Request” “Request” menu option. option. Click Click on “Find”. It should bring all the concurrent requests submitted by the user. There should be a request called “Pick Slip Report”. Click on “View Output” button to view the orders that are pick released.

Shipping a Sales Order: Navigation: Shipping -> Transactions

1. Enter the the Order Order Number Number in “From “From Order Order Number” Number” field field and click “Find” “Find” button

2. Click Click on Detail Details s button button to enter enter the the ship quan quantity tity

3. Enter Enter “Shippe “Shipped d Quanti Quantity” ty” and and click click Done Done

4. Click on the “Delivery” “Delivery” tab tab and select “Ship “Ship Confirm” Confirm” for for actions actions and click “GO” to confirm the shipment

Invoicing a Sales Order: Navigation: Inventory -> Workflow Background Engine

1. Run this this concurrent concurrent program to interface interface order to accounts accounts receivables. Select “Yes” for “Process Deferred” and select “Yes” for  “Process Timeout” parameters. Click on OK

Viewing and Modifying an Invoice: Navigation: Orders. Returns -> Sales Orders

1. Query the order that that was invoiced invoiced (Press (Press F11, F11, Enter the the Order Number  and Press Ctrl F11). F11). Right Click on Customer Field and choose “Additional Order Information” -> Invoices/Credit Memos

2. Note Note down down the the invoic invoice e numbe number  r  Navigation: Receivables -> Transactions -> Transactions

3. Query the invoice using using the invoice invoice number number.. Order and and Invoice Invoice can be verified for proper invoicing

Creating Receipt for the Invoice Navigation: Receivables -> Receipts -> Receipts

1. Enter “Payment “Payment Method”, Method”, “Receipt Number”, Number”, “Receipt “Receipt Amount” Amount” and “Trans Number”. Receipt Amount can be equal to the invoice amount and Trans Number is the invoice number for which the receipt was created.

Receivables Transfer to GL Navigation: Receivables -> Interfaces -> General Ledger 

1. Run General General Ledger Ledger Transfer Transfer Program Program to Transfer Transfer AR data to GL