Tuesday, December 29, 2009

Standard Sales Order (Data Flow)

Steps
1. Order Entry
2. Order Booking
3. Pick Release
4. Ship Confim
5. Invoice Entry
6. Transfer 2 GL

Steps in Detail
1. Order Entry

(for an example I am creating dummy item & increasing on hand quantities)
Item Creation
Navigation: Inventory, Vision Operations (USA) - Items >> Master Items

Navigation: Inventory, Vision Operations (USA) - Items >> Master Items : Organization Assignment
For on hand quantity, to receive the item by miscellaneous transaction

Navigation: Order Management Super User, Vision Operations (USA) - Inventory >> Transaction : Miscellaneous Transaction

Transaction Lines

On hand Quantity verification
Navigation: Inventory, Vision Operations (USA) - On-hand, Availability : On-hand Quantity

Navigation: Order Management Super User, Vision Operations (USA) - Order, Returns : Sales Orders

Line Items

2. Order Booking


3. Pick Release

Navigation: Order Management Super User, Vision Operations (USA) - Shipping - Release Sales Orders >> Release Sales Orders (Order Number - 56733)

Execute Now

Navigation: Order Management Super User, Vision Operations (USA) - Shipping - Release Sales Orders >> Transactions

Delivery Tab

4. Ship Confim


Delivery Confirmed

Run the "Workflow Background Process" Concurrent Program


5. Invoice

Navigation: Receivables, Vision Operations (USA) - Transactions >> Transactions
In Query Mode (Reference - Sales Order Number - 56733)

Distributions

Navigation: Receivables, Vision Operations (USA) - Receipts >> Receipts

Apply & Save

6. Transfer 2 GL

Navigation: Receivables, Vision Operations (USA) - Interfaces >> General Ledger


2 comments:

  1. This comment has been removed by the author.

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  2. Hi Sankar,

    Thanks for the valuable post.
    I need to now if we have 3 lines in my sales order then we'll have 3 lines in our lines tab of Shipping transaction form.
    Now if we move to delivery tab then how many lines we'll have ?

    There is any case when we can get all 3 lines and we can do ship confirm for all 3 lines ?

    Please confirm.

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