Managing Delivery Notes, EDI—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 as complementary parts. 

Enter Customer

Windows:
Sales Part

  1. Enter C.S.C. Oslo as customer with XX1001 as Customer No.

General exercise for Customer 

Create Stored Sales Parts

Windows:
Sales Part
 Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX18-111 as Sales Part No.
  2. Create relevant Inventory Location.
  3. Create corresponding Inventory Parts
  4. Receive a sufficient number of parts of each into stock.

     

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Purchased Inventory Part

General exercise for Receive Inventory Part

Required Data

Entering Customer Order

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

  1. Open the customer C.S.C. Oslo (XX1001) and enter our supplier number at C.S.C. Oslo as Our ID at the Customer in the General tab.
  2. Open the Message Setup tab and activate the DESADV message. Indicate MHS as Media Code and an address provided by the teacher. The message should be Method Default.

  3. Enter a customer order with C.S.C. Oslo as customer and wanted delivery date in a month's time. The order type should be NO, and you should use your User ID as the coordinator. Note the order number: __________.

  4. Enter an order line with 3 pcs of the sales part Race Car (XX18-111).

  5. Release the customer order.

  6. Reserve the customer order, create and print the pick list.

  7. Report the picked parts without deviation.

  8. Deliver the order line as picked, i.e., without any differences, by selecting Deliver from the Operations menu in the Deliver Customer Order Lines window.

General exercise for Entering Customer Order

Main Exercises

Purpose: The purpose of this lesson is to familiarize you with the creation and sending of EDI messages for delivery notes.

Windows:
Print Delivery Note for Customer Orders

Deliver Sold Parts

  1. Create a delivery note and send it via EDI, by selecting Send Delivery Note from the Operations menu in the Print Delivery Note for Customer Orders window.

  2. Print the delivery note, by selecting Print Delivery Note from the Operations menu in the Print Delivery Note for Customer Orders window.