Following are the steps involved in the standard order
process:
Step
1: Enter/Book an Order
· In
this stage, sales order information is entered into the Order Entry system,
including such things as Customer Name, Ship to Address, Bill to Address, Order
Type, Pricing Agreement, Customer Purchase Order Number, Order Date, Currency,
Price list, etc.
· Much
of this information will default in from the Transaction Type, the Customer, or
defaulting rules. Check
the blog post for defaulting rules
·
When
the Order Entry administrator has finished entering an order and is ready to
make a commitment to the customer regarding the products, quantities, and
scheduled shipment dates, he/she Books the order.
Step
2: Scheduling
·
In
this stage, an order creates a requirement or a demand on inventory.
· After
the sales order is demanded successfully, it is visible in the manufacturing
products, such as Inventory and MRP.
·
Demand
can be created in the system on-line or in batch mode (Schedule Order API). Check
the blog post for setup scheduling
Step
3: Pick Release
·
In
this stage, eligible lines on an order are released for shipment.
·
These
lines are grouped into batches and pick slips based on the release criteria
used.
·
Printed
pick slips are available to be used to pull products from inventory for the
order.
·
Materials
can be moved to a staging area for picking
·
Pick
slips may be consolidated or used individually depending on the business need.
· If
any lines are backordered, the backordered quantity is available for release on
another picking batch.
Step
4: Ship Confirm
·
In
this stage, the quantity being shipped is entered for each released order line.
·
Each
individual line can be completely or partially backordered or fully shipped.
·
Carrier,
waybill numbers and freight cost are also captured for each pick slip.
· Pack
Slips, Bills of Lading, Mailing Labels and Commercial Invoices can be printed
for a pick slip once the confirmation is complete.
·
The
Inventory Interface sends shipping information to the Inventory module to
update inventory balances and relieve demand after the shipment.
Step
5: Invoicing
· The
invoice interface sends all eligible, invoiceable lines to Accounts Receivable
for invoicing.
· Invoices
can be created automatically if the Invoice Interface is set to run with
AutoInvoice as a scheduled report set.
Step
6: Close Order
· The
Close Order work flow activity closes all order lines and orders that have
completed all the prior steps in the order cycle. An order will not close unless all the
related lines are either closed or cancelled.
