1. Requisitions from Stock
Requisitions from Stock / DA0432-w1
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2. Master Files
Introducing numerous modifications to the master files used for processing a Sales Order
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3. These new fields are also available via the enquiry option Customers
Customers option - Accounts Receivable
This option has been amended as follows:
The Customer file has been modified to allow a customer to be defined as an ‘internal’ customer
If this field is set to 'Y' the customer is registered as an 'internal' customer and must be associated with a location
By entering a location code from the Purchase Order Processing Locations file in the new field 'Location'
These new fields are also available via the enquiry option Customers
Note: To prevent open items from being created for internal customers, the system key SLCLOSZERO must be set to YES
To utilise this functionality it is advisable to create price lists for internal customers which have all prices set to zero
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4. Customers option - Accounts Receivable
With the customer defined as an ‘internal’ customer, you are presented with the option to use the address of the location code as the customer’s address, or to use the address entered for the customer on Page 1
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5. G/L Cross References option - Inventory Control
This option has been amended as follows:
This master file has been extended for use by the Sales Order Processing functionality when processing an order or an invoice for an 'internal' customer, i.e. a customer with a 'Location code' attached
SOP Int. Despatches defines the internal issues posting code
SOP Int. Returns defines the internal returns posting code
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6. G/L Cross References option - Inventory Control
You can use wildcards in both these new G/L accounts (as for the other Stock Movement G/L Accounts), however, the cost centre elements of these particular accounts can be built using the location code mapping and one of the warehouse analysis codes
For example: If the cost centre format (defined in the system key NLCCSTR) is 2-4 (??-????), to use the location mapping to fill the first four characters and the warehouse to fill the last two characters, replace the character '?' with the character '!', i.e. !!-!!??
Note: A new system key ‘STNLWCCC’ has also been introduced to define the position of the wildcard element for the cost centre element of the posting code
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7. User Activity Maintenance option - Sales Order Processing
This is a new option
This new master file controls which product groups and location codes a user is authorised to raise quotations, sales orders, standard orders, sales invoices and sales credits for, or for which functionality they have authorisation to amend
Note: This is the same as the Purchase Order Processing option ‘User Activity Maintenance’
Two new fields have been added to the file – Location Chk (check)
And Prod Grp Chk (Product Group check)
In association with these new fields, two additional functions have been made available to control which locations (F7) and products groups (F8) the user is authorised to use
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8. User Activity Maintenance option - Sales Order Processing
Select F8-Product, then select Add Product Groups from the Browse window to display this window in which the product groups the user is authorised to use can be selected
Use the same procedure for defining the location codes but select F7-Location from the main window, then Add Locations from the Browse window
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9. User Activity Maintenance option - Sales Order Processing
Note Also: The Location defined in this field on the main window is not connected with the locations selected via F7-Locations and added to the User Location Cross Reference file
This field (Location) is used in Requisitions and in Purchase Order Processing with the locations added using F7-Locations to the User Location Cross Reference file, used in Sales Order Processing
The new corresponding option 'User Activity Enquiry' displays the fields associated with this option
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10. Processing a Sales Order
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11. Sales Orders option - Sales Order Processing
This option has been modified as follows:
By reading the new User Activity master file, control over which location codes a user is authorised to raise or amend Sales Orders for is provided
Note: This functionality is also provided for Quotations, Standard Orders, Sales Invoices and Sales Credits
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12. Sales Orders option - Sales Order Processing
The new User Activity master file also provides control over which product groups a user is authorised to add to or amend on Sales Orders
Note: This functionality is also provided for Sales Invoices and Sales Credits
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13. Sales Orders option - Sales Order Processing
When browsing for a product to add to an order detail line, additional functionality has made browse available on the long description associated with the product
Note: This new functionality is also available for Sales Invoices and Sales Credits
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14. Sales Orders option - Sales Order Processing
And where items selected for a sales order for an 'internal' customer, i.e. a customer with a 'Location code' attached, have been allocated to a sales order for the same 'internal' customer and the order is still at the status Awaiting Despatch, a warning is displayed
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15. Sales Orders option - Sales Order Processing
Another enhancement is to the allocation of free stock:
Where the required quantity of the product is greater than the free stock available, the total free stock is now automatically allocated
The price of a product is also set to zero where the order/invoice is for an 'internal' customer – as prices are not required to be set for ‘internal’ customers
Note: This functionality is also available for Sales Invoices
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16. Sales Orders option - Sales Order Processing
Once the quantity for a product has been confirmed and allocated, the actual ‘cost’ of the entire internal sales order is displayed, rather than the selling price
Note: This functionality is also available for Quotations, Standard Orders, Sales Invoices, Sales Credits and in the option Pick Confirmation
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17. Picking Lists option - Sales Order Processing
This option has been modified as follows:
With the introduction of ‘internal’ customers, Picking Lists can now be produced for ‘internal’ customers only (I), ‘external’ customers only (E) or both ‘internal’ and ‘external’ customers
Where Picking Lists are being produced for 'internal' customers, i.e. for customers with a 'Location code' attached, the selection criteria has also been enhanced to include ranges for both Product Groups and Location Codes
Picking Lists have also been modified to print the long description associated with a product – providing greater clarification of the product to be picked
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18. Despatch Note Print option - Sales Order Processing
This option has been modified as follows:
An additional Warehouse range has been made available to limit the number of warehouses appearing on a despatch note
Despatch Notes have also been modified to print the long description associated with a product – providing greater clarification of the product to be despatched
Note: This functionality is only available if the existing system key OPSAMEWH is set to SAME
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19. How is Accounts Receivable updated for ‘internal’ customers?
The following options have been modified to charge to the Accounts Receivable ledger at 'cost' the items despatched to an 'internal' customer, i.e. a customer with a 'Location code' attached:
Sales Despatch Confirmation
Bulk Despatch Confirmation
Sales Invoices
The cost will be obtained from the FIFO batch queue and will assign the General Ledger posting codes using the Locations file for the cost centre element and the field SOP Int Despatches on the G/L Cross Reference file for the account code element of the posting code
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20. How is Accounts Receivable updated for ‘internal’ customers?
The following option has been modified to charge to the Accounts Receivable ledger at 'cost' (negative) the items returned to the warehouse from an 'internal' customer, i.e. a customer with a 'Location code' attached:
Sales Credits
The cost will be obtained from the current cost held in the Stock file and will assign the General Ledger posting codes using the Locations file for the cost centre element and the field SOP Int Returns on the G/L Cross Reference file for the account code element of the posting code
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21. As customers, inventory and/or sales orders are stored on the database they can be accessed using Report Writer and/or SQL – this provides you with unlimited means of checking sales against customers, both ‘internal’ and ‘external’
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