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

  1. Create a sales part for the top project item, specifying a sales price of 15,000 USD.
  2. 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.

  1. 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.

  1. 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

Shipping the Project Delivery Product with a Customer Order

  1. Open the Project Product window.
  2. Query for your project at your site.
  3. 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.
  4. Open the Customer Order window.
  5. Query your customer order as required at your site.
  6. 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.
  7. Save your changes.
  8. 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.
  9. Click OK. Note that this is a background job.
  10. Open the Background Jobs window. Once the window is populated, verify that the corresponding job's status is Ready.
  11. Open the Quick Order Flow Handling window. In this window, you can quickly check the next step in the customer order.
  12. 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.

  1. 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.
  2. 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.
  3. In the Quantity Reserved field on the Single tab, enter 1. 
  4. Save your changes, and close the window. 
  5. Return to the Quick Order Flow Handling window.
  6. Refresh the Previous Query list.
  7. 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.
  8. Click OK. Note that this is a background job.
  9. Open the Background Jobs window. Once the window is populated, verify that the corresponding job's status is Ready.
  10. Return to the Quick Order Flow Handling window.
  11. Refresh the Previous Query list.
  12. Check the status of the customer order. If it already has the status Delivered, stop at this point, otherwise perform steps 25–31. 
  13. 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.
  14. Click OK. Note that this is a background job.
  15. Open the Background Jobs window. Once the window is populated, verify that the corresponding job's status is Ready, then close the window.
  16. Refresh the Previous Query list. Verify that the status of the customer order is now Delivered.
  17. Close the Quick Order Flow Handling window.
  18. Return to the Customer Order window, and refresh it.
  19. Verify that the status is now Delivered.