Sales Order Entry
Order Entry supports ordering Pick-to-Order configurations where you pick and ship options from stock, and Assemble to Order configurations where you use a work order to build configurations before you ship them.
The entire indented list of option classes and options from which to choose from is displayed. Specify one of the Select options next to your choices to take the default quantity; you can choose all options within an option class (if it is not mutually exclusive) or bill, you can override quantities within the allowed range, or you can use new navigation choices to move quickly to a specific option class.
You can select individual options for the model from all available options, displayed as an indented bill of material. Each option is displayed as it is selected. Classes are automatically added as options within the classes are selected.
Order Entry prevents users from violating mutually exclusive and mandatory option class rules when the order is booked. If an option class is mutually exclusive then only one choice is allowed. If an option class is mandatory (not optional), then at least one choice is required. See: Mutually Exclusive and Optional.
Match and Reserve
Match and Reserve ATO Configurations allow you to check for an existing matching configuration and reserve against it. While entering an order you can search for matching active ATO configurations and associated available-to-transact quantities based on the options selected for the entered order line. To select a matching configuration the following criteria must be met:
- The order line cannot have an associated configuration item assigned
- The profile option BOM: Check for Duplicate Configurations must be set to Match and Reserve
See: Match and Reseve ATO Items: page
Pricing Configurations
Order Entry automatically prices your configurations as they are entered. You can price the model and individual options, or price only the model or options. As you select the options for your configuration, Order Entry displays the cumulative total for the configuration.
Order Processing Cycles
Order Entry uses order cycles to process your orders. Cycles include actions, such as Enter, Pick Release, and Close to identify the required actions for the order, and results, such as Booked, Released, and Closed to indicate the condition of an order or order line. The Manufacturing Release cycle action monitors the progress of Assemble to Order items and configurations through the manufacturing process. This action identifies when the order line is released to manufacturing; when the ATO configured item has been created (Configuration Created); when the work order has been opened (Work Order Opened); when some portion of the work order quantity is complete (Work Order Partially Completed); and when the total quantity of the work order is complete (Work Order Completed). You can see the actions and results for any order or order line.
Assemble-to-order (ATO) configurations are treated like ship-together models. Additionally, even though the assembled configuration item is associated only with the ATO model order line, the status of each associated order line is updated identically and simultaneously as the configuration is pick released, ship confirmed, and interfaced to Inventory or Receivables. See: Linking ATO Configurations.
See Also
Overview of Sales Orders
Viewing Orders and Returns
