Entering Milestones—Exercises

Basic Data Setup

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.

Enter Customer

Purpose: The purpose of this exercise is to show you how to enter a customer record into the system.

Windows:
Customer

  1. Enter XX–303, C.S.C Helsinki as the customer.

General exercise for Customer

Exercise Sales Part

Purpose: The purpose of this exercise is to show you how to enter sales parts.

Windows:
Sales Part
Inventory Part
Inventory Locations
Receive Inventory Part

  1. Enter Race Car XX–18–500 as a stored sales part.
  2. Enter a location, manually receive 300 pcs. XX–18–500 Race Car at a picking location, and specify an inventory value.

General exercise for Stored Sales Part
General exercise for Entering Inventory Locations
General exercise for Receive Inventory Part

Main Exercise

Purpose: The purpose of this lesson is to show you how to set up a milestone template and use the milestone functionality in the customer order flow.

Windows:
Receive Inventory Parts
Milestone Templates
Manual Reservations for Customer Order Line
Customer Order
Quick Order Flow Handling

CSC Helsinki is celebrating 25 years in business and wants to order a special edition of the street car. This edition consists of a bright orange car with special effects, wrapped in a giant cardboard box. To ensure that XX–303 CSC Helsinki gets its special-edition car, we need to verify that the correct cars are reserved and picked.

Use Milestone Template on Customer Order

  1. Create a milestone template with the two steps reserved and picked.
  2. Name the template XX1, and specify an appropriate progress percentage.
  3. For the second step, specify that the previous milestone must be performed before the next can be executed. This is done in the Previous Milestone field.
  4. Create a customer order for 300 pcs. of the special-edition car.
  5. Select the customer order line, right-click, and then click Milestone. The Milestones for Customer Order Line window appears.
  6. Right-click and then click Templates. Select your own template, click Select, and click OK confirm the selection in the window that appears.
  7. Specify a start date for both the reservation step and the picking step. Note that both of these dates must be today's date.
  8. Since the cars need to be packed in special cardboard boxes, this step should also be selected. Add the packing step to the milestone, indicate a starting date, and specify that it can be performed only after that the picking step is complete.
  9. Release the customer order, and make a note the customer order number.
  10. Reserve the parts manually.
  11. Return to the customer order, open the Milestones for Customer Order Line window, and specify a finish date for the reserve cars step.
  12. Open the Quick Order Flow Handling window. Create a picking list, and report the parts as picked.
  13. Return to the customer order. Open the Milestones for Customer Order Line window, and specify a finishing date for the two steps, picking and packing cars. Which status have the milestones received?