The creation of a customer order can have three different origins:
In the first alternative you enter the customer order manually, while in the other two the order or order lines are automatically generated. A specific module handles the complexity of using plans and overlapping call-offs, that continuously need to be updated.
This sales process will handle the second option were the orders arrive in the form of plans and/or call-offs. Incoming plans and call-offs are entered in the customer schedules module, where they are tolerance checked, i.e. checked against each other, and approved before the ordered parts are moved to a customer order. They then follow the regular order flow until they are sent to the customer and invoiced.
Whenever the plan or call-off arrives, you start by entering a schedule header, where you state customer, ordered part and validity period. Then continue to the schedule line where you indicate the wanted delivery dates and quantity. As soon as the schedule is activated it is ready to follow the schedule flow. The first step is the reconciliation, where you compare the new schedule against previous schedules to check overlapping period of time in order to avoid skipping or double ordering a schedule line. The next step is to check whether the ordered quantities are within the agreed tolerances. Once the schedule has passed the tolerance check it should be approved, which leads to the final step where you compare the schedule with existing customer order lines and make necessary alterations before converting the schedule lines into customer order lines.
If the ordered parts are stored they need to be reserved. They can either be reserved via batch or manually. In case there is a lack of parts the reservation process via batch will result in one or several order lines not being reserved, but displayed in the shortage window. In this window it is possible to calculate the optimal time of delivery and simulate what will happen if the delivery date is prolonged or partial deliveries are taken place.
If the order is prioritized the parts do not need to be reserved since they already were reserved upon entry of the order.