Sales orders provide the demand that drives MRP generation and job and shipment priority and the details that drive shipping and invoicing.
Video - Selling in a Foreign Currency
Customer orders are entered in the Sales Orders screen
Customer orders are entered in the Sales Orders screen. After the customer PO number is entered all the header information is populated automatically from the customer record, including the billing address, default delivery address (which can be changed if desired), tax code, payment terms, price level, discount code, commission code, and contacts.
Line item entry establishes prices and target shipping dates
As each line item gets entered, the program establishes the price, discount, tax amount, required date, and estimated ship date. The required date is established by the item's planned Time to Shipment (from the MRP Settings screen) and is an internal target date that drives MRP generation and determines job and picking priority. The estimated ship date is an external date used for customer communications. It is initially the same as the required date, but can updated when the Late Supply screen indicates that the line item is likely to be shipped late.
An order acknowledgment can optionally be sent
After the sales order is entered, you can optionally send the customer an order acknowledgment that confirms the order details, including estimated ship dates. .
Quote entry is used for one-off custom items
Quotes, which are entered in the identical fashion as sales orders, are used to generate one-off items and BOMs for custom manufactured items. After one-off BOM customization is completed, the quote is converted into a sales order and is given updated required dates for custom job generation. This process is covered in complete detail in the Custom Manufacturing Guide.
MRP generates jobs and POs as required
MRP is run on a daily basis so that it can generate jobs and POs as needed to fulfill customer orders. Jobs are generated directly from sales order lines for custom to order items and in response to total net demand for standard items made to order or for stocking. POs are generated as needed to supply jobs with raw materials and components.
Sales orders are picked using the Picking Manager
The Picking Manager screen is used to manage sales order picking by means of stock allocation. Each time the screen is launched a batch process allocates stock on hand to sales order lines for all items with sales demand. Color coded icons indicate which sales orders can be fully or partially picked for shipment. Sales orders can be selected one-by-one for picking via a link to the Order Picking screen.
Shipments are generated automatically from picked quantities
Shipments are generated automatically from picked quantities in the Shipping tab within the Sales Orders screen. Against each shipment you can enter shipping charges and print a packing list and shipping labels. Like all DBA forms, the packing list and shipping label can be customized as needed.
Invoices are generated from shipments
After shipments are created, invoices are generated automatically in the Invoicing tab within the Sales Orders screen and can be Emailed directly to the customer. Like all DBA forms, the invoice can be customized as needed.
Each sales order can accommodate multiple shipment and invoices
Multiple shipments and invoices can be generated from a single sales order to accommodate partial shipments and backorder situations. Sales orders are automatically closed when all line item quantities are fully invoiced.
AR voucher invoices are transferred to your financial accounting system
Invoices are converted to single-line voucher style invoices in the AR Voucher Transfer screen and are exported to your financial accounting system for receivables tracking and payment processing.
