Managing Incoming Receiving Advices—Exercises

Basic Data Setup

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. Select the Confirm Deliveries checkbox on the Order/Misc Customer Info tab.
3. Select the Receiving Advice Type Arrived and Approved Goods and Matching Option Delivery Note on the Order/Message Defaults tab.

General exercise for Enter Customer

Stored Sales Part

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

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part
Sales Part Cross Reference

1. Enter Street Car as Sales Part and with XX-18-300 as Sales Part No. Click Yes when a message appears inquiring whether you want to create the inventory parts automatically.
2. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No. Click Yes when a message appears inquiring whether you want to create the inventory parts automatically.
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.
6. Open the Sales Part Cross Reference window, and create new records.
7. In the Customer No field, select your customer from the List of Values.
8. In the Sales Part Number field, select your sales parts from the List of Values.
9. In the Customer Part No field, enter the customer number XX-Street and XX-Race for the sales parts.
10. In the Customer Sales Part Description field, enter the customer's description for the sales parts.
11. In the Receiving Advice Type field, select Use Customer Default for sales part XX-18-100 and Arrived Goods for sales part XX-18-300.

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

Required Data

Entering Customer Orders

Purpose: The purpose of this exercise is to create deliveries awaiting delivery confirmation.

Windows:
Customer Order

1. Enter a customer order with C.S.C. Oslo (XX-1001) as customer with an order line for 3 pcs of the sales part Street Car (XX18-300).

2. Deliver the customer order. Note the delivery note number: __________.

3. Enter a customer order with C.S.C. Oslo (XX-1001) as customer with an order line for 5 pcs of the sales part Race Car (XX18-100).

4. Deliver the customer order. Note the delivery note number: __________.

General exercise for Entering Customer Order

Send Receiving Advices

Purpose: The purpose of this exercise is to send receiving advices from IFS Purchasing so that they are received as incoming receiving advices.

Windows:
Receiving Advice

1. Send a receiving advice of type Arrived Goods with two receipts connected for part XX-Street and XX-Race, for 3 and 5 pcs as Qty Arrived respectively. Before sending enter the delivery note number from the customer orders delivered in the above exercise, as the Receipt Reference on the respective receipts.

2. Send a receiving advice of type Approved Goods with two receipts connected for part XX-Street and XX-Race, for 3 and 4 pcs as Qty Confirmed Approved respectively.

General exercise for Manage Receiving Advice

Main Exercise

Purpose: The purpose of this lesson is to perform delivery confirmation by matching incoming receiving advice messages.

Windows:
Incoming Receiving Advice
Delivery Confirmation of Customer Orders
Update Delivery Confirmation Lines
Create Customer Invoices
Customer Invoice

Automatic Matching of Incoming Receiving Advice

1. In the Delivery Confirmation of Customer Orders window query for your customer orders delivered to customer XX-1001.
2. In the Incoming Receiving Advice window query for your customer XX-1001.
3. On the receiving advice of type Arrived Goods right click in the header and then click Match.

Note: Both receiving advice lines should become matched. The matching is done with the Delivery Note No as the reference to deliveries for this customer and part number. If something prevents the lines from being matched this is explained in an error message on the header or lines.

3. Again query in the Delivery Confirmation of Customer Orders window for your customer orders delivered to customer XX-1001.

Note: The delivery of part XX-18-100 is still waiting for delivery confirmation. The delivery of part XX-18-300 has been delivery confirmed by the above matching because only type Arrived Goods is used for this part.

4. In the Update Delivery Confirmation Lines window query for your delivery of part XX-18-300.
5. Adjust the Confirmed Qty, which was confirmed earlier by the matching of the receiving advice, to 2 instead of 3. Save your entry.

Manual Matching of Incoming Receiving Advice

1. In the Incoming Receiving Advice window query for your customer XX-1001.
2. On the receiving advice of type Approved Goods right click in the header and then click Match.

Note: None of the receiving advice lines becomes matched. The receiving advice line for part XX-18-300 cannot be matched since only type Arrived Goods is used for this part. The receiving advice line for part XX-18-100 get status Qty Difference since the Qty Confirmed Approved differs from the Qty Shipped and Qty Confirmed Arrived.

3. On the receiving advice line for part XX-18-100 right click and then click Manual Matching.
4. Select the delivery to match. Enter the confirmed arrived and confirmed approved quantities from the customer on the selected delivery in the Qty Confirmed Arrived and Qty Confirmed Approved fields. Select OK in the dialog.
5. Query in the Delivery Confirmation of Customer Orders window for your customer orders delivered to customer XX-1001. Note that no deliveries remains which means they have all been confirmed.
6. In the Create Customer Invoices window query for the customer order that delivered part XX-18-100.
7. Create the invoice for the order.
8. Query for the invoice in the Customer Invoice window. Note that it's the Qty Confirmed Approved that was matched to the delivery that becomes the Qty Invoiced.