Managing Delivery Addresses—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

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them in the main exercise.

Enter Customer

Windows:
Customer

  1. Enter C.S.C. New York as customer with XX-1000 as Customer No.
  2. Click the Address tab and then the General Address Info tab. Make sure that address information appears in the Address 1, Postal Code, and City fields.

General exercise for Enter Customer

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No.
  2. Enter Street Car as Sales Part and with XX-18-300 as Sales Part No.
  3. Create relevant Inventory Locations.
  4. Create corresponding Inventory Parts.
  5. Receive a sufficient number of parts of each into stock.

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

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

  1. Enter a customer order with C.S.C. New York (XX-1000) as customer and wanted delivery date in a month's time. Select NO as order type. Use your User ID as the coordinator. Note the order number: __________.
  2. Enter an order line with 5 pcs of the sales part Race Car (XX-18-100).
  3. Enter an order line with 2 pcs of the sales part Street Car (XX-18-300).

General exercise for Entering Customer Order

Main Exercise

Purpose: The purpose of this exercise is to show you how to use different delivery addresses on the same customer order.

Windows:
Customer Order/Order Lines
Archived Reports

CSC New York needs to buy a quantity of 5 racing cars and 2 street cars. The racing cars should be delivered to the customer's regular delivery address, and the street cars should be delivered directly to customer's car shop in New York City. Since the street cars are already sold, they should be sent by air.

Delivery Address per Customer Order Line

  1. Select the order line with street cars. Right-click and then click Order Line Details/Order Line Address.
  2. Clear the Order Default check box, and then select the Single Occurrence check box.
  3. In the address fields, enter the name and delivery address of the car store.
  4. Click the Delivery Information tab. Enter Air in the Delivery Terms field.
  5. Take a look at the Single Occurrence and Delivery Address fields on the customer order lines. Do they differ, and if so, why?
  6. In the header portion of the Customer Order window, right-click and then click Print Order Confirmation to create an order confirmation.
  7. Populate the Archived Reports window. Print the confirmation by right-clicking and then clicking Print.
  8. Analyze the confirmation. What is displayed below the ship-via code and below the order line for the street car? Why?