Shipping the Project Delivery Product with a Customer Order—Exercises
IMPORTANT |
It is extremely important that you set up and work within your own
site to maintain your data integrity. If you work within any other
site, you will compromise your own exercise data as well as the data of
other students. Predictable exercise results require that your data be
isolated in your own site. |
Basic Data Setup
Sales Part
Purpose: The purpose of this exercise is to show you how to create a sales part for the top project item.
Windows:
Sales Part
- Create a sales part for the top project item, specifying a sales price of
15,000 USD.
- Save your changes.
General exercises for Sales Part
Required Data
Creating a Customer Order Line and Connecting it to the Project
Purpose: The purpose of this exercise is to familiarize you
with the
required data used in the main exercises below.
- Create a customer order line and manually connect it to the project in IFS/Customer
Order.
General exercise for
Connecting Material Requisition Line and Customer Order Line
Issuing Project Items to the Delivery Project
Purpose: The purpose of this exercise is to familiarize you
with the
required data used in the exercises below.
- Issue the project items to the delivery project through the top item's
shop order.
General exercise for Issuing
Project Items to the Delivery Project
Main Exercises
Purpose: The purpose of this exercise is to show you how
to ship the
project delivery product with a customer order.
Note: Perform this exercise instead of those included in the Issuing Top Project
Item exercises, and if you have connected your project with a customer order in
the Design Project Delivery Product course.
Windows:
Project Product
Project Product/Items
Customer Order
Quick Order Flow Handling
Reserve Customer Order Lines
Manual Reservations for Customer Order Line
Background Jobs
- Open the
Project Product window.
- Query for your project at
your site.
- On the
Items tab, look at the values in the Quantity Issued and Date
Issued fields, and verify that the top project item, 20–10XX
(Engine), has not yet been issued.
- Open the
Customer Order window.
- Query your customer order
as required at your site.
- On the
Order Lines tab, insert the record for the top project item, 20-10XX,
as the sales part number with a sales part quantity of 1.
- Save your changes.
- In the header portion of the window, right-click and then
click Release to release the customer order. A message appears
indicating the release of the customer order.
- Click OK. Note that this is a background job.
- Open the Background
Jobs window. Once the window is populated, verify that the corresponding job's
status is Ready.
- Open the Quick Order Flow Handling window. In this window,
you can
quickly check the next step in the customer order.
- Query the customer order at your site.
Note: If you have indicated an Order Type NO (Normal Order) in the
customer order, you may not need to reserve the customer order (steps 13–16),
and create a picklist (steps 19–23). It depends on what has been set up for the
order type NO in the Racing database. You can check the steps set for the order
type NO in Sales Basic Data/Order Types tab.
You might need to open the relevant Distribution executable.
- Select this row corresponding to your customer order, right-click, and verify that the next steps do not appear
dimmed. Skip the Print Order Confirmation step and click Reserve. The
Reserve Customer Order Lines window appears.
- Select the row corresponding to your customer order, right-click, and then click Make Manual Reservation. The
Manual Reservations for Customer Order Line window appears.
- In the Quantity Reserved field on the
Single
tab, enter 1.
- Save your changes, and close the
window.
- Return to the
Quick Order Flow Handling window.
- Refresh
the Previous Query list.
- Select the row corresponding to your customer order, right-click, and then click Create Picklist. A
message appears indicating the creation of a pick list for the customer
order.
- Click OK. Note that this is a background job.
- Open the
Background Jobs window. Once the window is populated, verify
that the corresponding job's status is Ready.
- Return to the
Quick Order Flow Handling window.
- Refresh
the Previous Query list.
- Check the status of the customer order. If it already has the status
Delivered, stop at this point, otherwise perform steps 25–31.
- Select the row corresponding to your customer order, right-click, and then click Deliver. A message
appears indicating that the customer order will be delivered.
- Click OK. Note that this is a background job.
- Open the
Background
Jobs window. Once the window is populated, verify
that the corresponding job's status is Ready, then close the window.
- Refresh the Previous Query list.
Verify that the status of the customer order is now
Delivered.
- Close the Quick Order Flow Handling window.
- Return to the Customer Order window, and refresh it.
- Verify that the status is now Delivered.