Entering Customer Order—Exercises

IMPORTANT
If you are a student, 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

Order Type

Purpose: The purpose of this exercise is to show you how to specify an order type.

Windows:
Sales Basic Data/Order Types

  1. Create a fast order type (XXQ) using priority reservations. A priority reservation is a reservation that is processed immediately once the order line is entered. It is assumed that all ordered parts can be reserved immediately.
  2. Save your changes.

General Exercise for Order Type

Customer

Purpose: The purpose of this exercise is to enter the necessary data for a customer.

Windows:
Customer

  1. Enter C.S.C. Oslo as customer with XX-1001 as Customer No.
  2. Enter C.S.C. Paris as customer with XX-1002 as Customer No.
  3. Enter C.S.C. New York as customer with XX-1000 as Customer No.

General exercise for Enter Customer

Setting Up Site-to-Customer Supply Chain Parameters

Windows:
Supply Chain Matrix for Customer

  1. Enter ship via and external transport lead time for the transportation between your site and C.S.C. Oslo.
  2. Enter ship via and external transport lead time for the transportation between your site and C.S.C. Paris.
  3. Enter ship via and external transport lead time for the transportation between your site and C.S.C. New York.

General exercise for Setting Up Site to Customer Supply Chain Parameters for Trading

Stored Sales Part

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Street Car as Sales Part and with XX-18-300 as Sales Part No. Answer yes on the question regarding creating inventory part to be purchased.
  2. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No. Answer yes on the question regarding creating inventory part to be purchased.
  3. Query for the parts in Inventory Part and enter an appropriate cost.
  4. Create relevant Inventory Locations.
  5. Receive 1000 of each into stock.

General exercise for Sales Part
General exercise for Enter Inventory Part
General exercise for Inventory Locations
General exercise for Direct Receipt

Main Exercises

Purpose: The purpose of this lesson is to show you how to create customer orders based on different order types.

Windows:
Customer Order
Sales Basic Data/Order Types
Archived Reports
Quick Order Flow Handling

Note: IFS Racing uses two order flows, each one is appropriate for its customer segment. One order flow should be normal, and the other should be used for quick orders.

Normal Order

  1. Open the Customer Order window. Enter a customer order header with NO (normal order) as the order type and your site. Use one of your customers, e.g., C.S.C. New York.
  2. Open the Sales Basic Data window, and click the Order Types tab. Review the information on the tab to see what the normal order flow looks like.
  3. In the Customer Order/Order Lines tab, specify a quantity, a sales part number (e.g., XX-18-100 Race Car). Make sure that the supply code is Invent Order on the customer order line.

Note: Make sure that the sales part is a stored sales part, and indicate a planned delivery date that is later than 30 days from today.

  1. Release the customer order, and print the order confirmation.
  2. Open the Quick Order Flow Handling window, and review the customer order. What is the next step in the flow? Note the next step in the Next Step in Order Flow column and the available choices in the Operations menu.
  3. Perform the following steps, if possible, and review the information in the Customer Order/Order History tab after each operation.

Quick Order

  1. Open the Customer Order window.
  2. Enter a customer order header using your previously entered quick order type (XXQ), and specify one of your customers (e.g., C.S.C. Oslo). Use your site.
  3. Specify one of your sales parts (e.g., XX-18-300 Street Car) and a quantity. Make sure that the supply code is Invent Order on the customer order line.
  4. Release the customer order.

Note: If your order type is defined with priority reservations, the available inventory quantity on the part must be equal to or exceed the ordered quantity.

  1. Open the Archived Reports window. Populate the window. Print the reports by clicking Print in the Operations menu, and then analyze the reports.

Status

Purpose: The purpose of this exercise is to help you understand which options are available depending on the statuses on the customer order and customer order line.

Windows:
Customer Order
Quick Order Flow Handling

  1. Create a customer order with NO as the order type and your site. Use one of your customers and one of the sales parts. Make sure that the supply code on the order line is Invent Order.
  2. What is the status on the order header and the order line before the order is released?
  3. Release the customer order.
  4. What is the status on the order header and the order line after the order is released?
  5. Which options are available in the Operations menu?
  6. Which options are available when you select the order line and right-click?
  7. Print the order confirmation.
  8. Reserve the customer order.
  9. Open the Quick Order Flow Handling window, and query for your customer order.
  10. Which options are available?