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ED803905 90521-10-9268-58310702 10.0.700.2 Revision: July 25, 2014 2:33 a.m. Total pages: 67 course.ditaval Order Management Course Contents Contents Order Management Course...................................................................................................6 Before You Begin....................................................................................................................7 Audience.........................................................................................................................................................7 Prerequisites....................................................................................................................................................7 Environment Setup..........................................................................................................................................8 Workshop Constraints..............................................................................................................................8 Overview.................................................................................................................................9 Application Setup.................................................................................................................12 Daily Sales Order Processing................................................................................................14 Sales Orders...................................................................................................................................................15 Workshop - Create a Basic Sales Order...................................................................................................15 Create a Sales Order........................................................................................................................15 Add New Lines................................................................................................................................16 Preview the Sales Order...................................................................................................................16 Review Allocations Using Time Phase Inquiry....................................................................................16 Workshop - Copy the Sales Order...........................................................................................................17 Workshop - Enter Mark For Address Information.....................................................................................18 Sales Order Tracker.................................................................................................................................18 Sales Orders with Multiple Releases................................................................................................................19 Workshop - Create a Sales Order with Multiple Shipping Releases...........................................................22 Add a New Line...............................................................................................................................22 Enter Releases with Multiple Ship-To's.............................................................................................23 Create Orders from Quotes............................................................................................................................25 Quote to Order.......................................................................................................................................25 Workshop - Pull the Quote into a Sales Order..................................................................................26 Quote Line to Order................................................................................................................................26 Workshop - Create a Sales Order from a Quote with Quantity Breaks..............................................27 Customer Shipments......................................................................................................................................28 Workshop - Ship the Sales Order............................................................................................................28 Workshop - Ship the Mark For Sales Order Line.......................................................................................29 Workshop - Ship the Sales Order with Multiple Ship-To Releases ............................................................30 Sales Order Pick List................................................................................................................................31 Scheduled Shipments Report..................................................................................................................31 (Optional) Invoicing........................................................................................................................................32 (Optional) Workshop - Invoice the Sales Order........................................................................................32 Post the Invoice...............................................................................................................................33 Process Orders for Sales Kits...........................................................................................................................33 Workshop - Update Sales Kit..................................................................................................................36 Workshop - Create a Sales Order............................................................................................................37 Create a Sales Order........................................................................................................................37 Epicor ERP | 10.0.700.2 3 ....................................................41 Add a New Line........................................................................58 Add a Price Group................................................41 Create a Job............................40 Workshop ..........................................................................................................................................................54 Review the Cumulative Lead Times for the Assembly Part and Subassemblies.................................................................................................................................................................................................................................................................................................................................................................43 Add a New Line........................................................................................................................................................................................................56 Calculate Capable to Promise......................55 Workshop ...........................................................................................................................................49 Workshop .........................................................................................................................48 Workshop ...............................................................45 Schedule the Job...................................................................................................................................................................................57 Price Group Maintenance......................................................................................................................700...2 .............................................42 Review the Sales Order..........................56 Pricing and Discounting.........Duplicate a Part.......................................................................................................................58 Use the Price Group............................................................................................................................................................................................................................................................................................................................................................................................................................................................45 Engineer and Release the Job.......50 Preview the Sales Order............................................................................................51 Workshop ....................................................................Use Price Groups.......................................................................................................53 Multi-Level Capable to Promise.......................................................Set Up a Customer Cross Reference Part.....................................39 Create Jobs from Orders.49 Add a New Line........................................48 Customer Part Cross Reference........................................................................................41 Create a Sales Order...................................................................................52 Add the Second Line.............................................................54 Workshop ..................................................................................45 Sales Reports........................40 Order Job Wizard....46 Specialized Sales Order Processing....................................................................44 Get Manufacturing Details..................................Create a Sales Order and a Job Using the Job Manager.........................................................................................52 Add the First Line....................................................................................................................................................................................42 Job Manager.........................................50 Enter a New Release........................................................................................................................................................................................................................................58 4 Epicor ERP | 10...........................................................................................................................................................49 Create a Sales Order............................................................Create a Sales Order Using a Customer Cross Reference Part ..................................................38 Change Kit Components.........43 Add a New Release..........................................51 Counter Sales.................................................38 Ship the Sales Order..........................................................44 Use the Job Manager to Create a Job....................................................................................................................Contents Order Management Course Enter Lines..............57 Workshop ....................................................................................Create a Sales Order and Job Using the Order Job Wizard...53 Process the Counter Sale.............................................................52 Add a Sales Order..........................................................................................................................................................................................................................................42 Workshop ....................................................Process a Counter Sale...........................................................Enter a Sales Order for Part XXX-PAA...39 (Optional) Invoice the Shipment.............................................................................................................................................................................................................43 Create a Sales Order..0............................................................................... ............................................................................................................................................................................61 Enter a Sales Order..........................................................700...........................................................................61 Price List Inquiry.....................62 Additional Functions..........................Use Price Lists........................................................2 5 ....60 Create a Price List.................59 Workshop ..............60 Assign the Price List......................................0................................................................................................................................................................................................................................................................................................................63 Conclusion..............66 Epicor ERP | 10.........................................................................................................................................................Order Management Course Contents Price Lists............................................... and reviews pertinent reports and trackers. • Use the applicable reports and trackers. you will be able to: • Use the features and functionality available in the Order Management module. specifically whether the items are built-to-order or shipped from stock.0. creating financial transactions that post to the general ledger (GL).2 . • Use the pricing and discounting features and functionality in the Epicor application. • Use the Job Manager and the Order Job Wizard to link jobs to sales order lines. This course explores both basic and advanced order entry processes. 6 Epicor ERP | 10. Upon successful completion of this course. Order entry and shipping are directly affected by the nature of the product and the process. • Set up related maintenance programs and company configuration for the Order Management module.Order Management Course Order Management Course Order Management Course This course discusses the Order Management module and how it facilitates the flow of manufactured items from inventory or jobs to the customer. and discounting processes. • Enter different types of sales orders including a quick sales order. a customer part cross-reference sales order. • Ship and invoice a sales order. discusses additional related functionality. and a sales order with linked jobs. a sales order with multiple releases. • Pull quote lines into a sales order. pricing. A shipping transaction is performed whether items are shipped from stock or from work in process (WIP). Workshops guide you through related programs in the Order Management module.700. a counter sales order. Shipping transactions are captured during invoicing in the Accounts Receivable (AR) module. Order Management Course Before You Begin Before You Begin Read this topic for information you should know in order to successfully complete this course. Audience Specific audiences will benefit from this course. • Shipping and Receiving • Sales Manager • Order Entry Staff • Customer Service Representative • Sales Engineer/Pre-Sales • Account Manager • Sales Representative Prerequisites To complete the workshops in this course, the necessary modules must be licensed and operating in your training environment. For more information on the modules available, contact your Epicor Customer Account Manager at
[email protected]. It is also important you understand the prerequisite knowledge contained in other valuable courses. • Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques available in two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and guide you through each navigational principle introduced. • Quote Management Course - This course uses three scenarios to cover the quoting process: make-to-stock, make-to-order, and engineer-to-order. • Customers Course - This course introduces fundamental concepts pertaining to the creation of customer records. This course also covers various maintenance programs necessary to define a customer in the Epicor application. • Manufacturing Foundations Course - The Manufacturing Foundations course introduces you to the principal building blocks in establishing a strong manufacturing environment. This course discusses the necessary prerequisites involved with efficient production floor configuration. Epicor ERP | 10.0.700.2 7 Before You Begin Order Management Course Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1. Verify the following or ask your system administrator to verify for you: • Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance. • The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. • Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. 2. Log in to the training environment using the credentials manager/manager. If you are logged in to your training environment as a different user, from the Options menu, select Change User. 3. From the Main menu, select the company Epicor Education (EPIC06). 4. From the Main menu, select the Main Site. Workshop Constraints Below is a list of workshops in this course that can be performed only once in each instance of a restored (refreshed) database. Where applicable, a detailed explanation of the workshop constraints is documented in the workshop itself. • Workshop - Set Up a Customer Cross Reference Part • Workshop - Update Sales Kit 8 Epicor ERP | 10.0.700.2 Order Management Course Overview Overview The Order Management module virtually drives the Enterprise Resource Planning (ERP) system. From the time an order is entered, its progress is tracked through final shipment while producing timely reports on demand. With Order Management, orders and change orders are effectively managed online, reducing chance for error and smoothing out the entire order-to-delivery process for maximum customer satisfaction. There are many powerful tools and features available within the Order Management module: Blanket Orders Establish multiple releases (set up as either firm or not firm) for each sales order line and pull parts directly from inventory or seamlessly integrate with Job Management to generate production orders. Flexibility Relate orders to jobs using one-to-one, many-to-one, one-to-many, and many-to-many production strategies. Credit Checks The ability to check whether a customer is on credit hold is available from the Opportunity/Quote Entry, Sales Order Entry, and Shipment Entry. Credit limits are established in the Accounts Receivable (AR) module, but the ability to present warnings or prevent orders and/or shipments is embedded in the Order Management module. Backorders Orders automatically create backorders for lines shipped incomplete. Backorder flexibility enables customer-specific backorder parameters for complete order lines or complete orders to be set. Sales Commission Manage sales commission calculations for both direct and indirect sales teams. Optionally allocate commission percentage over multiple sales entities per order line. This feature is available when the Accounts Receivable (AR) module is licensed. Price Lists Generate customer, product group, warehouse, and product-specific pricing hierarchies while matching the end user currency with flexibility. For global enterprises that share and distribute pricing, company, site, and warehouse-specific pricing, it offers further flexibility in pricing products. Order-Based Discounts Apply order-based discounts on an order value or product quantity basis. Optionally, override and lock pricing. Miscellaneous Charges Enter miscellaneous charges or credits on each order header or order line. These charges are printed on the order and carried over to invoicing. Epicor ERP | 10.0.700.2 9 Based on technology used in the Dashboard. An ability to reserve. It includes the ability to select/deselect releases. and roll up the weight and volume. Order Job Wizard Quickly generate appropriate jobs for new orders in a single step that enable the user to create. Project Management Link sales orders. The Epicor Tax Connect service provides these capabilities for the United States and Canada and uses hosted. use the Order Tracker to see a summarized view of the order then drill down on selected items to see greater details (lines. charges.0. plan. jobs. complex work of determining sales tax jurisdictions of ship-to addresses. maintaining tax codes and rates. optionally use real-time data to link to other parts of the system. release for picking. purchase orders (POs). override the reservation priority.2 . tasks. schedule. Fulfillment Workbench The Fulfillment Workbench allows material quantities for an order release to be either automatically or manually reserved and can be accessed from Order Entry to process the entire order. The application includes the ability to enable an interface to the AvaTax service. and dealing with jurisdiction-specific and commodity-specific taxation rules. Tax Connect There are various programs within the Order Management module that contain fields and commands applicable to using Tax Connect functionality. To leverage this functionality. you need a license for the Avalara AvaTax service for access to this tax service's functions and features and a license for Epicor Tax Connect to both prepare and automatically send your sales tax data to the AvaTax service. shipments. The Order Fulfillment sheet allows releases to be viewed and processed by order.700.Overview Order Management Course Order Tracker As a single source for the activity about an order. audits. The service is powered by Avalara® AvaTax®. and payment information). field service calls. This functionality was previously called Order Allocation and is only available when the Advanced Material Management (AMM) module is licensed. on-demand address validation. and assign the pack out warehouse is available from the action menu. Tax Connect eliminates the tedious. milestones. and release jobs against multiple lines and multiple releases. display the fulfillment percentage and remaining percentage. and budget information to manage projects. 10 Epicor ERP | 10. the leading on-demand sales tax management service. sales tax calculation. This is beneficial when trying to satisfy demand material quantities through jobs or stock in a sequence that matches allocation priorities assigned to customers. bookings. Extended selection parameters enable flexibility when pulling in order releases for processing. unreserve. releases. and sales tax reporting and returns generation. select for picking. 700.Order Management Course Epicor ERP | 10.0.2 Overview 11 . There are times when the Bill-To may not simply be a different billing address but is a different customer/entity from the customer ordering/receiving the goods. Contacts flagged as the Primary Purchasing Contact are used as the default contact in order entry. a leasing company or head office. Company Configuration The Order sheet in the Company Maintenance contains settings that directly impact the processing of orders in the application. Navigate to the Order Management Setup folder to review the entire listing. the order is not placed on credit hold. If alternate bill-to's have not been set up for the customer. if the customer (sold-to) is on credit hold but the alternate bill-to customer selected on the order has not exceeded their credit limit. For example. When a Customer Maintenance record has a ship-to address defined as the Primary Ship To then that address is used as the default for the shipping address on orders entered for the customer. Ship-to. There are many additional code tables that can be used during the processing of orders through the application. the billing information (bill-to) on the sold-to customer is used. Bill-to address. If the option is not enabled.0.700. for example. navigate to the Modules > Sales > Order sheet. Some of these records may already be established during the application implementation of other modules. but the accounts receivable (AR) account for the alternate bill-to is updated by the posting. Contacts Contacts identify the people who are related to a customer you communicates with. Once in the Company Maintenance. the bill-to address information is used as the default in the Ship-To Address section. the address from the alternate customer is printed as the invoice address. For more information on setting up customers. the invoice is sent to the bill-to-address on the sold-to customer. review the Customer course.Application Setup Order Management Course Application Setup There are several primary maintenance programs used during the order entry process. and contacts are just a few examples of information that defaults into quotes (and orders) once the customer ID is selected. The ship-to address can be overridden at order entry time.2 . and Alternate Bill-to A customer record has a bill-to address and the potential for multiple ship-to addresses and alternate bill-to customers. If alternate bill-to's have not been set up for the customer. This course covers pre-existing maintenance program data and does not walk through the setup of each maintenance program used in the Order Management module. An alternate bill-to designated as the Default Bill To automatically defaults into the order header when the customer sold-to code is entered. payment terms. Customer Maintenance Many of the settings defined in the Customer Maintenance are used as the default in the Order Entry. contacts can be entered and associated with the customer using Customer maintenance. 12 Epicor ERP | 10. Credit is based on the bill-to customer selected for the order. In addition to the maintenance programs. Setting up customers and bill-to's should be coordinated with the accounting/credit department within an organization. A valid customer created in Customer Maintenance can be defined as an alternate bill-to customer. The default can be overridden on the order by selecting a different authorized bill-to customer. Bill-to. Other master files commonly used are not necessarily required but are typically defined through the setup of other modules. ship via. Once a customer record is created. When there is no ship-to address defined on a customer. If the Invoice Address option is enabled. salespersons. the billing information (bill-to) on the sold-to customer is used. there are system-level configurations for Order Management that must be defined prior to using the module. 0. and flexible parameters are available to manage the kit and components. Once set up. The processing of a sales order for a kit provides visibility to the component items. In addition. and invoices. Categories can optionally have a department associated with them. These miscellaneous charges are not the same charges that are set up through the Purchasing module. This enables order entry personnel to enter an order for an item before it has been engineered or built. An order may be created for a part that is not in Part Maintenance. product group records can contain the GL account for a user's cost of sales. Product Groups Product groups are used to classify the different types of parts sold. the course does not cover the part creation.Order Management Course Application Setup Part Maintenance The definition of the Part Maintenance is not a prerequisite to using the Order Management module. the charges can be selected for use on the headers and detail lines of these records. quotes. Retail. These miscellaneous charges are paid by customers. Miscellaneous Charges Miscellaneous charges are additional costs like expedite fees and freight charges which can be included on sales orders. Sales kits or phantom products are created in Part Maintenance and can be included on a sales order. Creating and processing an order with kit items is covered in more detail later in the course. however. a product group may be assigned to the sales order line. Sales Categories Sales categories are used to group and organize records for reporting or analyzing purposes. Therefore. and Distributor. Wholesale. Sales categories can be updated on the Sales Order Line Detail sheet or on a Customer Group record. this is sometimes referred to as a part-on-the-fly.2 13 . parts have already been established in the application when the Order Management module is implemented. When entering a sales order for a part that is not in Part Maintenance. Typically. it is an integral part of the application as a whole. Use Miscellaneous Charge/Credit Maintenance on the Purchasing Setup menu to create purchasing charges. Epicor ERP | 10. Some examples of sales categories could be International. but they do not exist as a whole within the warehouse. These items can exist on a price list and display as a single line on the sales order and the Sales Order Acknowledgment Report. Domestic. Purchasing miscellaneous charges are paid to suppliers. The product group is then assigned to each part in Part Maintenance.700. These classifications are used for general ledger (GL) and sales analysis purposes. but these processes play an important role in the entire order processing cycle.700. A sales order contains answers to the following questions: 14 Question Purpose Who? Who is the order for? What? What is being ordered? Where? Where should the order be shipped? When? When is the delivery date? How? How is the order shipped? How Many? What is the quantity of goods? Epicor ERP | 10. In this scenario. as well as make-to-order (MTO) items.one quantity for each month during the upcoming year. generating jobs from orders. and invoice the customer. customer orders can be filled in different ways. assume a customer submits a Purchase Order that requests 12 releases of an ordered part quantity . • Four jobs that build the quantity for three months. The basic sales order process consists of three steps: enter the sales order. and customer shipments. Note This section of the course covers the creation of a sales order for a make-to-stock (MTO) item. For example.Daily Sales Order Processing Order Management Course Daily Sales Order Processing This section of the course describes sales order processing that takes place during a typical work day. generating sales orders from quotes. For items not stocked in inventory. • Twelve jobs that ship directly from the manufacturing center. Orders may be created for make-to-stock (MTS) items. Because the application treats a sales order separately from a job. jobs can be created to fulfill each order release. The shipping and invoicing functions are not actually part of the Order Management module. This includes entering sales orders. request an item in inventory that has a standard price associated with it.0.2 . ship the goods. Some of the options include: • A single job that runs the parts at once but ships release quantities each month from inventory. In the PO field. Epicor ERP | 10. pull the part's manufacturing details into these jobs. All on one sheet. Once the sold-to customer is entered on the order header. enter the date one month from today. 2. In the Customer field.700. Many of the header fields automatically default in from Customer Maintenance. Create counter sales. The first step in entering an order is to enter the order header information. order lines. The Summary sheet can be used in three ways: 1. The header defines who the order is to be sold to and shipped to. In the Need By field. print out the packing slip and then print out the invoice. From the Sales Order field. and view the Sales Order Acknowledgment Report.Create a Basic Sales Order In this workshop. select New Order. This sheet allows the creation of an order's header and order lines. 7. important dates. This sheet contains all the fields that are required on the order header and line detail. The parts are then pulled directly from inventory and handed over to the customer. release the jobs to the manufacturing center and then schedule them. Workshop . If desired. search for and select the Dubuque. In the Ship By field. A counter sale is a walk-in purchase that occurs over the counter. details from this customer record default in from Customer Maintenance. 3. and other overview details. Iowa site. enter Dalton and press Tab. create a basic sales order with two lines. you can record the sale. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1.0. use the Summary sheet of Sales Order Entry. you may then create jobs. 4. among other things.Order Management Course Daily Sales Order Processing Sales Orders To create a sales order. what the payment terms are. 6.2 15 . enter the date two days before the Need By date. enter any number. 8. Enter quick orders. 5. From the New menu. In the Ship To field. and the specified ship via. 3. Click Save. record the sales order number __________. Create a Sales Order Navigate to Sales Order Entry. 2. Review a sales order's primary information as it gives the total amounts. The Sales Order Acknowledgment window displays. In the Tax Category field. Preview the Sales Order 1. select Print Sales Order Acknowledgment. 5. 3. Click Save. In the Order Quantity field. From the New menu. Review Allocations Using Time Phase Inquiry 1. Verify the Lines > Detail sheet displays. Note The information in the Inventory pane defines the minimum and maximum on hand quantity required for this part. 7. 8. 4. The information in the Manufacturing pane defines the minimum and maximum quantities to produce to replenish inventory.2 .Daily Sales Order Processing Order Management Course Add New Lines 1.700. select line 1. select Products. right-click and select Open With > Time Phase. search for and select part DSS-1020. 2. Once inventory is below the defined minimum quantity requirement. select New Line. In the Part/Rev field. Navigate to the Lines > Detail sheet. 6. select Products. In the Order Quantity field. In the Part/Rev field. 3. part DSS-1010 displays. select New Line. The Part DSS-1010 Time Phase Inquiry window displays. In the Part/Rev field. Review and close the Sales Order Acknowledgment report. 4. 3. click Print Preview. 2. 16 Epicor ERP | 10. 11. In the Part/Rev field. On the Standard toolbar.0. Close the Sales Order Acknowledgment Report window. enter 10. enter 10. a purchase order suggestion is sent out to notify the quantity is below the requirement. In the Line Number field. 9. From the Actions menu. The Sales Order Acknowledgment Report window displays. From the New menu. In the Tax Category field. 2. Click Save. search for and select part DSS-1010. 10. Order Management Course Daily Sales Order Processing 4. Use steps 3-7 as a guide to review the demand for the second line of your sales order. This is the required quantity for the part you specified to fill this sales order. Epicor ERP | 10. 7. The defined quantity of 10 displays.Create a Sales Order. select line 2. a new order is created and displayed with the following exceptions: • Transactional data. are not copied. 8. 9. From the Actions menu. copy the sales order created in the Workshop . In the Line Number field. 5. 6. The Copy Order window displays. In tree view.700. • Order lines are created for the entire open quantity and one release is created for each line. Close the Part DSS-1010 Time Phase Inquiry window. 2. For the next workshop. Review the Balance column for your sales order.Copy the Sales Order In this workshop. As long as the balance is above zero and fulfills your order request. only the first line (DSS-1010) is needed.0. 3. inventory for this part can be pulled and shipped to the customer. When selected. Click Save and remain in Sales Order Entry. such as quote number and job number. in the Order column. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. 4. 6. select Order > Copy Order. Navigate to the Summary sheet. In the Copy Order window. This column displays the inventory balance as of the time you execute Time Phase. From the Sales Order field. • Multiple releases are not copied. record the sales order number _______________. Remain in Sales Order Entry. select the second line (DSS-1020) and press the Delete icon. Workshop . 10. 5. Review the Required Qty column for your sales order. Maximize Sales Order Entry. In the grid pane. search for and select the row for the sales order created in the previous tasks. The Epicor application automatically assigns the next sequential order number to the copied order.2 17 . accept the defaults and click OK. 0. Navigate to the Summary sheet. 3. 7.700. 8. 6. search for and select Fred Miller. This is a customer named Fred Miller. Menu Path Navigate to this program from the Main Menu: • Executive Analysis > Trackers > Order Tracker • Financial Management > Accounts Receivable > General Operations > Order Tracker • Material Management > Shipping / Receiving > General Operations > Order Tracker • Production Management > Scheduling > General Operations > Order Tracker • Sales Management > Customer Relationship Management > General Operations > Order Tracker • Sales Management > Order Management > General Operations > Order Tracker • Sales Management > Quote Management > General Operations > Order Tracker • Service Management > Field Service > General Operations > Order Tracker For CRM users. Navigate to the Releases > Detail sheet. as well as sales order advances and deposit balances. Navigate to the Releases > Mark For sheet. 2. Supplemental sheet information is included in the Application Help for the specific tracker. In this workshop. Select the Ready To Process check box. You would typically use this sheet when you ship an item to a distribution center instead of directly to a customer. invoice activity. In the Customer field.2 . 1. In the Line Number field. verify 1 displays. verify 1 displays.Copy the Sales Order.Enter Mark For Address Information Use the Mark For sheet as needed to identify the final destination of the goods for the sales order release. The Mark For information prints on shipping labels and packing slips. the Main Menu appears as: • Customer Relationship Management > Sales and Marketing Management > General Operations > Order Tracker • Customer Relationship Management > Order Management > General Operations > Order Tracker 18 Epicor ERP | 10. including shipment activity. Information on primary sheets and fields is included in the Application Help for the entry program. of the sales order you created in the Workshop . 4. Sales Order Tracker The Sales Order Tracker displays read-only information about open and closed sales orders. 5. Each tracker can contain sheets from the primary entry program and supplemental sheets unique to the tracker. and the distribution center requests that the item be marked with a name and address for reshipment to one of their customers.Daily Sales Order Processing Order Management Course Workshop . header and line item information. In the Release Number field. Click Save and exit Sales Order Entry. use the Mark For functionality to identify the final destination of Line 1 (DSS-1010). as well as the needed lines and releases for a sales order. the global Alert On Shipment flag. Comments Sheet Use the Order Entry > Header > Comments sheet to enter user-defined notes that describe additional aspects of the sales order. for example. A customer may use an alternate bill to location. These locations are also called Bill To Customers. the case number related to the order.700. you can select the location you need on this sheet. Each customer record can have multiple Bill To locations. This information is transferred to the accounts receivable (AR) invoice when the Get Shipments function is run in Invoice Entry. Comments can also Epicor ERP | 10. it displays deposit balance. If the customer selected on the current sales order has multiple bill to locations. Miscellaneous charges are created and maintained in Miscellaneous Charges Maintenance. Credit Card Sheet The Order Entry > Header > Credit Card sheet stores customer credit card information. and commission amounts that apply to the sales order. The charges added to the Order Misc Charges sheet are applied to the entire sales order. Order Misc Charges Sheet The Order Entry > Header > Order Miscellaneous Charges sheet is used to enter additional costs for example expedite fees and freight charges which can be included on a sales order. Salespersons Sheet On Order Entry > Header > Salespersons sheet identify the salespersons involved with this specific sales order. Bill To Sheet The Order Entry > Header > Bill To sheet indicates which customer billing location makes payments on the current sales order. The salespeople and commission rates selected are the default values on each order line. the order hold status. in addition to several other fields including: the User ID of the person who entered the order. Order Totals Sheet The Order Entry > Header > Order Totals sheet displays a summary view of the charges. however.2 19 . and the Ship Order Complete flag.0. discounts.Order Management Course Daily Sales Order Processing • Customer Relationship Management > Quote Management > General Operations > Order Tracker Sales Orders with Multiple Releases Each order created in Order Entry can have multiple order lines. Use the Header. and total amounts of the sales order in focus. A billing location of a customer can be a different company from the one making the purchase. when a leasing company is actually charged instead of the customer that is purchasing the parts. and Releases sheets to enter the customer information. The commission rates selected on this sheet do not have to be used on the entire order. advance balance. Lines. and each order line can have multiple order releases. Header Sheet Detail Sheet The Order Entry > Header > Detail sheet contains the header information visible on the Summary sheet. they can be changed on each order line. Comments can be created for the sales entire order and each order line. In addition. • Packing Slip: A comment entered here prints out on the packing slip. They display on various query windows and print on the sales acknowledgment report. to setup billing options for the order. pick list. and AR invoice. miscellaneous charges entered for the quote are automatically pulled into the order. • Pick List/Job: Select this sheet to enter manufacturing comments. For the most part. This information is then sent to the manifest system where the resulting Pack ID is freighted. the options on these sheets default into the customer and ship-to record for the first order that is packed.700. packing slip. If your company uses Epicor Tax Connect. This feature is discussed in greater detail later in the course. • Del: The order line was deleted from the order. and how many are required. Manifest Info Sheets Use the Order Entry > Header > Manifest Info sheets to establish carrier options for the order or for international shipments. Sales Order Entry recognizes four types of order line changes: • New: A new line was added to the sales order. In addition to the part number. this tax information is automatically calculated by the Avalara® AvaTax® service. • Chg: A price or quantity changed on the order line. These comments are printed on the pick list and become job comments for jobs linked to this sales order or order line. The comments may also be duplicated so that they display on the report forms. Both the Order Comments and the Line Comments sheets have four sheets: • Sales Order: A comment entered here prints on the Sales Order Acknowledgment report. and to review the results of the automatic tax calculations. 20 Epicor ERP | 10. order quantity. Book Details Sheet The Order Entry > Lines > Book Details sheet automatically documents the updates made to order lines. Misc Charges Sheet Use the Order Entry > Lines > Misc Charges sheet to add miscellaneous charges to the specific order line. Line comments. The general order comments print before order lines on report forms. Detail and List Sheets The Order Entry > Lines > Detail sheet contains the required line item information on a sales order line. there are many fields that provide more detail on the order line. Tax Sheet The Order Entry > Header > Tax sheet displays the taxes that are to be levied against this sales order. • Invoice: A comment entered here prints out on the accounts receivable (AR) invoice. None of the details on this sheet can be edited as they are only displayed for informational purposes. Inc.Daily Sales Order Processing Order Management Course be created for service contract lines. If the Get Opportunity/Quote function is used to create order lines from quotes. however. but they can be changed later. are printed below each order line item. when it needs to be delivered. You can also use the Tax Connect option under the Actions menu to make sure that the address of the customer works with the tax service. but not to the order as a whole. Lines Sheet The Order Entry > Lines sheets contains the information pertaining to what is being ordered.2 . or to enter freight information settings for FedEx Corporation or United Parcel Service. The Sales Tax grid shows each tax locality's information. The Order Entry > Lines > List sheet contains a grid view of the line items on the sales order. and delivery date. including the rate used and the amount of tax that is calculated.0. Epicor ERP | 10. regardless of the number of releases added. On April 5.00 quantity. For example.700. and invoice. If the quantity is filled through a job. Parts must be set up as stock/non-stock so the order entry person rarely has to modify this field. and the book detail line includes the time this update took place. The comments may also be duplicated so that they display on the report forms. This sheet is only available if the Commissionable check box is selected on the Lines > Detail sheet. These changes only affect the current sales order line. Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line. pick list/job. Each order line can have commission rates that are different from what is assigned to each salesperson on the order header. At least one order release must be created for each order line. pulled from inventory. The date for the entries is 04/05/10. where the first displays a negative 50. packing slip. Line item comments can optionally print on the sales order. and it had an outstanding quantity that was not shipped. its accompanying release is also automatically created. If you unintentionally close Release 1. The Lock Line Quantity check box on the Lines > Detail sheet keeps the line quantity constant. select the Make Direct check box. you must manually reopen the closed releases that have yet to ship.00 quantity. the Order Entry > Lines > List sheet. The selected salespersons displays on the Commissions sheet by default. along with their commission percentages. 2010.00. Kits Detail Sheet The Order Entry > Lines > Kits Detail sheet is used to view details for parts that are components of a kit. Comments Sheet Use the Order Entry > Lines > Comments sheet to enter line comments specific to an order line item.0.2 21 . Releases Detail Sheet Use the Order Entry > Releases > Detail sheet to create and edit multiple order releases for each order line. To avoid this situation.the quantities can be manufactured directly on a job. or the Order Entry > Summary > Lines Detail sheet. The Epicor application automatically downloads details of kit components into the Kits Detail sheet after a kit is selected on the Order Entry > Lines > Detail sheet. The book details reveal two chg transactions.Order Management Course Daily Sales Order Processing • Void: The line was closed on the order. Line comments print below each order line item. This field defaults from the option to Keep Line Quantity Constant set in Company Maintenance. the Make Direct check box automatically is selected when an order is placed for the part. and the second displays a positive 75. this must only be used as an exception. an order line needs a quantity of 50. Before this feature can be used. Commissions Sheet The Order Entry > Lines > Commissions sheet defines the specific commission rates calculated for each salesperson on this order line. a quantity of 25 is added. When creating an order line. However.00. remaining open releases for that line will automatically close. Note When a part in Part Maintenance is flagged as a non-stock item. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. or both. Order release quantities can be filled in three ways . the salespersons that can receive commissions on this order must be entered on the Salespersons sheet. always use the final shipment date for Release 1. An order release provides detailed shipping information about each order line. This concept is discussed in more detail in the Advanced Order Processes section of the course. for a total quantity of 75. You might be able to edit the details displayed on the Kits Detail sheet if the kit is set up in the Part Maintenance record's Sales Kits sheet to allow component updates. This sheet allows you to make necessary changes to the default commission rates. 22 Epicor ERP | 10. You perform the following: 1. The Order Entry > Releases > List sheet contains a grid view of the releases per line on the sales order. the Destination fields can contain a different ship-to address and ship via than the order header. Navigate to Sales Order Entry. In addition to quantities and dates. select New Order. 4. 3. Create a sales order with multiple shipping releases. The From fields allow references to the site and warehouse from which the release is picked and shipped. 5. Select the line item from the Detail sheet. record the sales order number __________. 2. 3. Tax Sheet The Order Entry > Releases > Tax sheet is used to establish tax information for the order release. the on-hand quantities and available fields are populated with current part information. In the Ship By field. 7.Create a Sales Order with Multiple Shipping Releases In this workshop. From the New menu. 2. enter the date two days before the Need By date. Review the purpose and importance of the make direct functionality. its accompanying release is also automatically created.Daily Sales Order Processing Order Management Course Detail and List Sheets The Order Entry > Releases > Detail sheet contains the fields available to modify or create a line item release. create a sales order with multiple shipping releases. Once a site and warehouse is selected on a release on the Detail sheet. Click Save. 6. Use this sheet to enter reportable order amounts and the currency. Navigate to the Lines > Detail sheet.700. enter the date three months from today. From the Sales Order field. enter Dalton and press Tab. In the Customer field. In the PO field. In the Need By field. You can use the Release Detail sheet to create multiple order releases for each order line. Workshop .0. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. When you create an order line. The Jobs field displays linked jobs as they are created from the order. Demonstrate the process of locking the order quantity. and the List sheet displays the releases for that line.2 . enter any number. Add a New Line 1. You can also use this sheet to edit each order release. 13. In the Order Quantity field. 12. 8. 7. 7. 5. In the Destination pane. In the Order Quantity field. Click Save and remain in Sales Order Entry.700. select Products. enter the date two days before the Need By date. In the Contact field. The Releases > Detail sheet displays.Order Management Course Daily Sales Order Processing 2. 6. From the New menu. enter the date one month from today. 4. 2. In the Need By field. In the Ship By field. select New Release to enter the next release. 5. In the Part/Rev field. 9.2 23 . search for and select part DSS-1040. select New Release. 10. Enter Releases with Multiple Ship-To's You are asked to ship part DSS-1040 in three shipments of 10 to different Dalton Manufacturing sites. The Master Release (Release 1) is scheduled as the final shipment. Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line. you must manually reopen the closed releases that have yet to ship. In the Tax Category field. select Jim Shipler. From the New menu.0. In the Order Quantity field. In the Ship By field. 6. Release 3 is scheduled to be shipped in two months to the Minnesota site. select New Line. select Jerry Lanier. In the Contact field. To avoid this situation. enter 10. Release 2 is scheduled to be shipped in one month to the Iowa site. enter the date two months from today. in the Ship To field. any remaining open releases for that line will automatically close. enter Plant2 and press Tab. 3. enter the date two days before the Need By date. If you unintentionally close Release 1. Click Save. In the Destination pane. Epicor ERP | 10. enter 10. Select the Lock Line Quantity check box. clear the Ship To field and press Tab. 11. From the New menu. always use the final shipment date for Release 1. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. 3. You select this check box to indicate that you want the sales order quantity to remain constant. 1. enter 30. 4. In the Need By field. even when you add multiple releases. to be shipped in three months to the site in Wisconsin. 700. A quantity of 10 should display for each of the three releases. In the tree view.Daily Sales Order Processing Order Management Course 14. Exit Sales Order Entry. Click Save. 15. 24 Epicor ERP | 10.0. select Order Number > Order : XXXX > Lines (3) > DSS-1040 > Releases (3) (where XXXX is your sales order number) and review the releases. 16.2 . Quote to Order The Get Opportunity/Quote functionality provides the ability to search for and select a quote from the database to convert into a sales order.0. the quote must be accepted before the order line can be created from the quote.700. If the Customer Relationship Module (CRM) is installed. the quote is marked as a win.2 25 . This function takes the entire quote and converts all the lines onto the sales order.Order Management Course Daily Sales Order Processing Create Orders from Quotes Sales Order Entry contains functionality that allows you to pull an entire quote directly into a sales order or select individual lines from a quote to convert. If the quote is accepted and used to create an order line. Epicor ERP | 10. The tasks are also closed and the quote is marked as ordered. The sales kit parent item is available for selection from the Create Order From Quote wizard but not the individual components. In the Quote field.0. 5. 4. Dalton Manufacturing's information populates. 8. Click the Create Order button. 26 Epicor ERP | 10. click Yes to refresh changes.700. To the message. In the Need By field. Exit Sales Order Entry.2 . If the Order has made direct releases without a job link. 6. This refreshes the changes. select Get Opportunity/Quote. The Get Quote Line for Order window displays and allows the searching of a particular quote line. If the quote lines brought into a sales order contains manufacturing details. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. it also creates the individual component items as sales order lines with the same Line/Display Seq. select the New Line from Quote option. Click Save. In the Ship By field. a job created for the order lines can optionally pull the details from the linked quote.Pull the Quote into a Sales Order In this workshop. use the Get Opportunity/Quote functionality to convert a quote into a sales order. In Sales Order Entry. numbering convention discussed earlier in this course. click No. 9. The Do you want to refresh the lines and releases with the changes? message displays. enter 1012 and press Tab. In order to pull lines from a quote. return to order? message displays. The Create Order From Quote window displays. Record the sales order number ____________. there must first be a customer assigned to the sales order header. enter the date two days before the Need By date. The quote number and line number are written to the sales order line and display on the Line > Detail sheet. 3. This window also allows changes the original quote line quantity and unit price. 7. from the New menu. enter the date two weeks from today. From the Actions menu. 2.Daily Sales Order Processing Order Management Course Workshop . When the sales order/line is created for the kit. Quote Line to Order To pull individual lines into a sales order. Navigate to Sales Order Entry. verify 22. 2. 6. 5. Navigate to the Lines > Detail sheet to review the information that was pulled in from the quote line.Create a Sales Order from a Quote with Quantity Breaks In this workshop. In the Customer field. return to order? message displays. select New Order. In the Discount %.100 units. The quote contains an item that has a price of 23. select New Line from Quote. From the New menu. 11. 10. 8.10 units. notice the quantity break discounts.0. In the Quote/Line field. click No. The Get Quote Line For Order window displays. In the Unit Price field. enter any number.50 for an order quantity between 11 . Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1.700. enter 30.2 27 . From the New menu. Discount Amt. 12. Exit Sales Order Entry.Order Management Course Daily Sales Order Processing Workshop . 9. In the Quantities grid. Navigate to Sales Order Entry. In the Need By field. and a price of 21. Epicor ERP | 10. search for and select the quote number 1021 line 1. enter Dalton and press Tab. 7. and Total Price fields. pull individual quote order lines with quantity breaks into a new sales order. 13.50 defaults and click OK. In the Ship By field. 4. Click Save. In the PO field. enter the date two weeks from today.75 for an order quantity of 101 units or more. 14. select the row with the Quantity of 10 (second row). 3. a price of 22.00 for an order quantity between 1 . If the Order has made direct releases without a job link. In the Order Quantity field. enter the date two days before the Need By date. however.Daily Sales Order Processing Order Management Course Customer Shipments Use Customer Shipment Entry to process shipments in the Epicor application. select New Pack.2 . Shipment from Work in Process (WIP) Sales orders for items flagged as non-stock parts in Part Maintenance are manufactured and shipped directly from the job (or WIP). 3. the linked job number defaults in automatically and displays in the From Manufacturing pane on the Lines > Detail sheet. In this workshop you perform the following: 1. From the New menu. Push a sales order through the shipping process. Menu Path Navigate to this program from the Main Menu: • > Customer Shipment Entry-Load Planning • Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry Workshop . Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. the items are shipped to the customers. In the Order Number field. the transaction is basically the same. 2. 28 Epicor ERP | 10. 4. Select the line/release from the sales order to ship. Navigate to Customer Shipment Entry. search for and select the sales order created in the Workshop . the Epicor application treats the costs of sales differently for items shipped from work in process (WIP). Use the Job button to search for and select a job from which to ship the materials. Complete the shipping process with an additional miscellaneous charge. Shipment from Stock Sales orders for inventory items allow material shipments directly from stock. Once a sales order (SO) is entered. Shipments can be made from inventory or manufacturing if there is a job linked to the sales order. Click the Mass Shipment button. In each case.0. however. the order lines populate.Create a Basic Sales Order. 2. Click the Ship All button. The Epicor application allows sales orders to be shipped from any job in the database.Create a Basic Sales Order. Enter a new line on the packing slip to ship an item on an sales order that has a linked job.Ship the Sales Order A shipment must now be processed for the sales order created in the Workshop .700. In the Shipment Lines gird. this is only available when the Allow Shipment from any Job check box is selected in the Orders sheet in Company Maintenance. In the Charge ID field. search for and select the sales order created in the Workshop . 9. Remain in Customer Shipment Entry. 6. Select the Shipped check box. 11. If the Bin does not display. Workshop . ship one line of the sales order created in the Workshop . enter the sales order number created in the Workshop . 6.Ship the Mark For Sales Order Line In this workshop. the value changes to SHIPPED. Navigate to the Lines > Customer Shipment Entry > Mark For sheet and in the Customer field. 8. Navigate to the Summary sheet. In the Our Ship Qty field. In the From Inventory pane. If the This transaction will result in a negative onhand quantity message displays. 5.Copy a Sales Order and press Tab. 9. From the New menu. select New Pack.Copy a Sales Order. 7. 10. In the From Inventory pane. enter 1 and 1. In the Line/Rel fields. Click the Update button. select New Misc Charge. select it. select New Line. Navigate to the Lines > Customer Shipment Entry > Detail sheet. Click Save and record the Pack ID number _______. 7. In the Charge Amount field. In the Order Number field. click Yes.0. Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. select Freight. enter 50.2 29 . 11. verify 10 displays. in the Bin field.Order Management Course Daily Sales Order Processing 5. in the Warehouse field. Navigate to the Header > Misc Charges sheet. 3. 4. From the New menu. 2. Maximize Customer Shipment Entry. verify a default bin for this part displays. 12. Epicor ERP | 10.700. 10.Copy a Sales Order. From the New menu. verify a default warehouse for this part displays. 8. In the Order Number field. verify the Miller Fred defaults. In the Status field. Click Save. and press Tab. 13. From the New menu. 3.Ship the Sales Order with Multiple Ship-To Releases In this workshop. Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. Click Save and record the Pack ID number ________. If the Our Ship Qty field does not default with 10. search for and select the sales order created in the Workshop . The Lines > Customer Shipment Entry > Detail sheet displays. Tip For releases that involve different Ship-To addresses. Release 2 is for the earliest shipment of this multiple release line. 30 Epicor ERP | 10. Maximize Customer Shipment Entry. 2. Navigate to the Summary sheet and select the Shipped check box. 9. As the Lock Line Quantity check box was selected for this sales order. You must have a separate Pack ID for each location to which you ship your product. The Pack ID number displays. 4. Click Save. verify 10 displays. you must create a new pack for each release. the value changes to SHIPPED. and click OK. Repeat steps 1-10 for Release 3. Navigate to the Summary sheet.Create a Sales Order with Multiple Shipping Releases. 11. 5. 13. Click the Line/Rel button. 6. Click Save. Note that the Shipped Complete check box is not selected for Release 1. 12.Daily Sales Order Processing Order Management Course 12. enter 10 and press Tab. 13. Workshop . In the Order Number field. you ship the individual releases for the sales order with multiple Ship To releases.Create a Sales Order with Multiple Shipping Releases. In the Order Number field. In the Status field. the Master Release (Release 1) is scheduled to be the final shipment. search for and select Line 1 and Release 2 of the sales order. 10. Minimize Customer Shipment Entry. select New Line. select New Pack. 7. search for and select the sales order created in the Workshop . Navigate to the Summary sheet. In the Our Ship Qty field. From the New menu.0. 8. Repeat steps 1-7 for the Master Release (Release 1).2 . Verify the Shipped Complete check box is selected.700. 14. The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and the Shipped from Stock Quantity from the Order Release Quantity. the outstanding quantity is set to zero. Sales Order Pick List Use the Sales Order Pick List to display open sales order releases due within the date range you select. Select the Shipped check box. Logic Outstanding Quantity = Order Release Quantity – (Shipped Quantity + Shipped from Stock Quantity) Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to include on the report. Order Line.700. refer to the System Monitor Overview topic in the Application Help. Verify the Status field value changes to SHIPPED.2 31 . 15. refer to the Filters Overview topic in the Application Help. or generate. and Order Release. If this value is negative. preview. It includes Buy-to-Order parts but does not include drop shipment items. Use the Selection sheet to select the report parameters.0. click Yes. Important The Scheduled Shipments Report only displays the quantities marked as Shipped on the packing slip. 17. Logic Release Quantity = Original Release Quantity – Quantity Shipped to Date The Quantity on-Hand value also displays for your information. For more information. The printed Release Qty is the open quantity. Click Save. Menu Path Navigate to this program from the Main Menu: • Material Management > Inventory Management > Reports > Sales Order Pick List • Material Management > Shipping / Receiving > Reports > Sales Order Pick List • Sales Management > Order Management > Reports > Sales Order Pick List For CRM users.Order Management Course Daily Sales Order Processing 14. Order Number. this is equal to the original release quantity less the quantity shipped to-date (if any). Epicor ERP | 10. the Main Menu appears as: • Customer Relationship Management > Order Management > Reports > Sales Order Pick List Scheduled Shipments Report The Scheduled Shipments Report lists outstanding order releases in order by Due Date. This report also includes Pick List comments for each sales order release. The Sales Order Pick List only displays the quantities that have not been shipped yet. For more information. 16. Use the Filter sheet(s) to select the specific records to include on the report. The order information displays in a format you can use to pick the quantities to ship. If the Partial Shipment message displays. then exit Customer Shipment Entry. refer to the Filters Overview topic in the Application Help. Important For more information on how to review the status of a report you print. Click the View ALL Packing Slips button.Sales Kits to allow components to ship separately. The invoices are linked to a customer's packing slips. The report includes parts that have been set up as kit components only if the kit is configured in Part Maintenance . The Get Shipments window displays. for the purpose of this course.2 . the focus is on the shipment type of invoice. 32 Epicor ERP | 10. From the New menu. create and post a new accounts receivable (AR) invoice for the shipments you have created in a previous workshop. Menu Path Navigate to this program from the Main Menu: • Material Management > Shipping / Receiving > Reports > Scheduled Shipments • Sales Management > Order Management > Reports > Scheduled Shipments For CRM users. preview. enter XXX (where XXX are your initials) and press Tab. 4.Daily Sales Order Processing Order Management Course Important For more information on how to review the status of a report you print.700. the Main Menu appears as: • Customer Relationship Management > Order Management > Reports > Scheduled Shipments (Optional) Invoicing Customers are billed through AR Invoice Entry. Invoices are organized by groups. In this program. In the Group field. you create invoices that are linked to sales orders and update the general ledger (GL) information. From the Actions menu.Invoice the Sales Order In this workshop. select Get > Shipments. invoices are generated by the Get Shipments function found on the Actions menu of the Invoice Entry. In this scenario. however.0. 2. Navigate to AR Invoice Entry. select New Group. or generate. Invoices can also be created as credit memos. Sometimes called batches. 3. which are not linked to a sales order. There are several different invoice types. an invoice group contains invoices that occur during the same fiscal time period. An invoice group must be active before entering or changing invoice information. Menu Path Navigate to this program from the Main Menu: • Financial Management > Accounts Receivable > General Operations > Invoice Entry (Optional) Workshop . refer to the System Monitor Overview topic in the Application Help. The Packing Slip Browse window displays. Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry 1. From the Actions menu. Exit AR Invoice Entry. and mouse. In another example. keyboard. Process Orders for Sales Kits Sales kits facilitate the use of phantom-type items. The Print Group window displays. Review the AR Invoice Form. 10. 9. 11. select Group > Post.Ship the Sales Order and click OK. Review your previously created packing slips and click OK.Order Management Course Daily Sales Order Processing 5. Note When the post process is complete. select the packing slip created in the Workshop . 6. Phantom items are products that do not physically exist within the warehouse but exist on a price list and need to appear on sales orders/sales order acknowledgments as single line items. select Group > Print Invoices. Click the Manual Selection button. To the information message. click Submit. click Yes. From the Actions menu. 8. Exit the AR Invoice Post Process window. The AR Invoice Post Process window displays. when the sales order is picked for shipment. Close the AR Invoice Form and Print Group windows. In the Packing Slips grid. 12. For example. 2.700. click OK.2 33 . On the Standard toolbar. 3. the kit would contain all possible options and be defined as a Custom Kit. This would be defined as a Standard Kit. On the Standard toolbar. 4.0. the warehouse personnel picks a number of required stocked products to fulfill the kit requirements for the sales order line item. Post the Invoice 1. To the Are you sure? message. a kit could be a computer system sold and includes a specific processor. a computer system could be selected where the end user can choose the hard disc size and monitor size. The Packing Slip Browse window displays. Epicor ERP | 10. The AR Invoice Form displays. 7. 13. the current group in the AR Invoice Entry window automatically clears. However. monitor. click Print Preview to review the invoice. In this case. A sales kit can also be configured using the Product Configurator which determines a set of rules that then determine the actual individual kit components. In the Invoice grid the invoice information displays. only that component's price break is recalculated. the price breaks are recalculated. Order Entry Order Entry identifies when a part is a sales kit. • A pricing method. respectively. and/or safety stock levels. and 1. When an individual component is updated.002. The following flowchart provides an overview to processing a sales kit on a sales order. The related display sequence numbers would be 1. Marking a sales kit as Stock indicates that all requirements are satisfied from inventory and creating allocations to pull the sales kit on its need date. • An option to print kit components on customer documents. 34 Epicor ERP | 10. B and C. as well as requirements from sales orders or other jobs. is entered as line one on the sales order. The configuration options include: • The ability to change kit components during order entry. that order is linked to a job that satisfies the demand. When the selling quantity of a parent is updated. The additional parameters are available from the Sales Kits sheet under the sites sheet in Part Maintenance. When you select a part as a kit item.000. Marking a sales kit as Non-Stock signifies the part is not normally stocked and all requirements are satisfied by jobs. Requirements include any minimum.2 . If the requirement is from a sales order. if Kit A. maximum. Kit A would be line one. B would be line two. 1.0. Price list quantity breaks do not apply to kit components. with two components. • The designation to print kit components on the packing slip. Each kit component creates a sales order line and is associated to the originating parent sales order line by the display sequence.700. For example. • An option to backflush kit components. and C would be line three. • A designation to ship the kit complete. the price breaks for all the components are recalculated.001. • The option to allow these parameters to be changed on individual sales orders. If the selling quantity is modified for a kit component or kit parent. The most recently approved revision of the sales kit's bill of material (BOM) is exploded. you enable additional parameters to allow configuration on how the kit is processed.Daily Sales Order Processing Order Management Course Inventory You identify items as kit items by selecting Sales Kit as the inventory type in Part Maintenance. Customer Shipment Entry can backflush the component items and require the kit to be shipped complete.2 35 .Order Management Course Daily Sales Order Processing Depending on the pricing method selected. the price is taken from the sales price list for the kit parent item or the rolled priced of the individual component sales prices. Order Shipments Based on the sales kit parameters selected in Part Maintenance.0.700. The following flowchart provides an overview to shipping a sales kit. Epicor ERP | 10. 2 . Workshop . Important This workshop can be performed only once in each instance of a restored (refreshed) database. the quantity of the kit parent item being shipped is entered.Daily Sales Order Processing Order Management Course Based on the configuration of the sales kit. update the sales kit to allow component updates. The quantities for the kit components cannot be changed. the children lines are added.0. The quantity for each of the kit components is calculated based on the parent quantity and all of the kit children order detail lines are processed and added as shipped lines. refer to the Sales Kitting course. then the individual kit components can be selected as shipment lines. Packslip and Invoice Printing Packing slip and invoice printing can be configured to either print the individual kit items or just the kit parent item. 36 Epicor ERP | 10.700. use this workshop as a review of the part. • If the kit is NOT designated to be Shipped Complete. Once this has been performed. • If the kit is flagged as Ship Complete but the components are not backflushed. and the picking location entered. the quantity of the kit parent item is entered.Update Sales Kit In this workshop. For more information on sales kits. the following actions take place in Customer Shipments: • If the kit is flagged as Ship Complete and the components are backflushed. The picking location and the quantity shipped can be entered. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. 5. Navigate to the Part > Sites > Sales Kits sheet. search for and select the Dubuque. Iowa site. search for and select SHLF-C100 and press Tab.0. From the New menu. 8. enter the date two days before the Need By date. 4. 2. select New Order. enter Dalton and press Tab. Exit Part Maintenance. In the Ship By field. 3. enter any number. Select the Allow Component Update check box. Click Save. In this workshop.Create a Sales Order Creating and processing an order for a sales kit item is very similar to an order entry for manufactured or purchased parts. users are able to update kit components when entering a kit order line. When you select this check box. In the Customer field. 2. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part 1. 7. 5. Epicor ERP | 10. From the Sales Order field.2 37 . record the sales order number __________. In the Ship To field. In the PO field.700. 3. In the Part field. identify the functionality associated with managing the sales of a kit item. enter the date one month from today. Create a Sales Order Navigate to Sales Order Entry. Workshop .Order Management Course Daily Sales Order Processing Navigate to Part Maintenance. 6. Click Save. In the Need By field. 4. Click Save. Note You must select and delete each line individually.2 .700. 4. 2. On the Standard toolbar. 2. click Yes to confirm. expand the Part column width to display the complete part number. 6. In the Part/Rev field. 5. Although there are additional duplicate type components on the kit. enter SHLF-C100. All kit components display. you must not remove any of the other components for the sake of the workshop. In the Sales Kits grid. 3. delete all other parts ending with 48. 5. click Delete. To the message. 3.Daily Sales Order Processing Order Management Course Enter Lines 1. Navigate to the Lines > Detail sheet and review the information for the SHLF-C100 kit. select New Line. verify Products defaults. select the first row with a part ending in 48. Additional changes can be made as desired. record the unit price ___________. Navigate to the Lines > Kits Detail > List sheet. The Delete this record? message displays. In the Order Quantity field. 7. 4. Exit Sales Order Entry. Click Save. Change Kit Components 1. From the New menu. From the Unit Price field. 8.0. 9. 6. In the Tax Category field. enter 10. 38 Epicor ERP | 10. 7. In the Sales Kits grid. Navigate to the Lines > Detail sheet. The price is based on the updated components list. From the Sales Kits pane. 0. The Get Shipments window displays. select the packing slip created in the workshop topic Ship Sales Order and click OK. In the Order Number field. 3. Click Save and record the created Pack ID number _______. search for and select the sales order number created in the previous Create a Sales Order workshop topic. 8. 7. enter XXX1 (where XXX are your initials) and press Tab. select Get > Shipments. Select the Shipped check box to complete the shipment. Navigate to AR Invoice Entry. 6. 2. Click the Mass Shipment button. In the Invoices pane. Click Save. 4. The Packing Slip Browse window displays. 8. click Yes to continue. Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry 1. Click the Manual Selection button. (Optional) Invoice the Shipment Follow the next steps to create and post an accounts receivable (AR) invoice for the shipment created in the Ship the Sales Order workshop topic. 5. From the Actions menu.2 39 . In the Group field. 7.700. Exit Customer Shipment Entry. select New Group.Order Management Course Daily Sales Order Processing Ship the Sales Order Navigate to Customer Shipment Entry. the shipment information displays. Epicor ERP | 10. From the New menu. Click the Ship All button. Note If a message of negative on-hand quantity displays. click OK. 3. 4. To the Are you sure? message. 2. select New Pack. In the Packing Slips grid. From the New menu. 6. To the information message. Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry 1. click Yes. Click the Update button. 5. the Make Direct check box is automatically selected. The Order Job Wizard is only available on sales orders that have at least one line selected to be made direct and for which a Ship By date has been entered for the corresponding order release. The Print Group window displays. The Order Job Wizard and the Job Manager are both available directly from Order Entry and allow the user to create. If a part does not exist in the part master file or the part is a non-stock part. 40 Epicor ERP | 10. On the Standard toolbar. click Print Preview. 14. When you select the Make Direct check box. 11.700. 15. Tip If you select the Buy To Order check box for a sold part in the Releases > Detail sheet. select Order Job Wizard. select Group > Post. click the Order Job Wizard button. select Submit. Exit the AR Invoice Post Process window. 10. you can then manually select the releases and the jobs that satisfy these release quantities. From the Actions menu. select a job suggestion. it indicates the release quantity is manufactured directly instead of being pulled from inventory.0. If you clear this check box.Daily Sales Order Processing Order Management Course 9. 12. from the Actions menu.2 . 13. select Create Job to turn your selections into jobs or job suggestions. On the Standard toolbar. Review and exit the AR Invoice Form and Print Group. Note When the post process is complete. The Order Job Wizard initially selects the Make Direct check box for each order line. To activate this button. To activate this option for the sales order line. Create Jobs from Orders There are two different tools available to create jobs for direct items on sales order lines. enter the Need By and Ship By dates on the Releases > Detail sheet. To display Order Job Wizard from Sales Order Entry and the Planning Workbench do the following: • In Sales Order Entry. select the Make Direct check box. From the Actions menu. From the Actions menu. Exit AR Invoice Entry. and save the sales order. and schedule the job quickly and efficiently when the sales order is entered. The AR Invoice Post Process window displays. Order Job Wizard The Order Job Wizard allows you to quickly create jobs for a sales order. • In the Planning Workbench. This program allows you to create either a job for the order line or a job suggestion that displays in the Planning Workbench. select Group > Print Invoices. engineer. the current group in the AR Invoice Entry window automatically clears. the sold item does not display in Order Job Wizard and is not included in MRP processing. 2. In the Customer field. select New Line. 8. 5. Select the Make Direct check box. Iowa site. Click Save. select Products.Create a Sales Order and Job Using the Order Job Wizard In this workshop. Click Save. 4.700. select New Order. In the PO field.0. enter release lines. 9. create a sales order. Epicor ERP | 10. 5. Click Save. 6. and create a job using Order Job Wizard. In the Part/Rev field. Add a New Line 1. In the Order Quantity field. 8. In the Need By field. From the New menu. 3.Order Management Course Daily Sales Order Processing Workshop . search for and select DCD-100-SP. this check box specifies that this release quantity is being manufactured using a job instead of being pulled from inventory. 4. enter any number. search for and select the Dubuque. 3. From the New menu. In the Ship By field. 6. 7. enter Dalton and press Tab. enter 100. In the Ship To field.2 41 . enter the date one month from today. Navigate to the Releases > Detail sheet. Create a Sales Order Navigate to Sales Order Entry. 2. From the Sales Order field. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. enter the date two days before the Need By date. 7. Navigate to the Lines > Detail sheet. In the Tax Category field. record the sales order number __________. When selected. or pull the demand quantity from stock. Click Save and exit Sales Order Entry. Job Manager tasks include the following: • Determine if demand can be met by pulling from stock. In the Jobs grid. 3. click Yes to continue. The Order Job Wizard . The Job Manager allows you to review links that explain the source of a demand or supply for the selected part. You can also completely remove the supply and demand links. 7. • The Supply/Demand grid displays the source for each pending job. Click Retrieve.Daily Sales Order Processing Order Management Course Create a Job 1. Select the following check boxes: • Create Job • Get Details • Schedule Job • Release Job This gets the methods as well as schedules and releases the job for production. and update the supply and demand for a selected part. Job Manager Use the Job Manager to review.2 . 4.0. or job material. In the Jobs pane. Record the job number _________________. 4. create a job to satisfy demand. Click Save and exit Order Job Wizard. along with the source for each requirement. Click the Create Jobs button. click No. Navigate to the Releases > Job sheet. job assembly. return to order? message displays. • The Demand/Supply grid displays the quantity requirements for the current part. in the Jobs grid. 3. including order release. 2. You can change the supply and demand links. 5. 2. Review the Sales Order 1. If the Order has made direct releases without a job link. select Order Job Wizard. The source defines the link within the database for the supply or demand entry. From the Actions menu. If the Part Validation message displays. the new row for the job displays at the bottom. highlight the row for part DCD-100-SP. 6. In the Order Lines grid.700. the new job displays. 42 Epicor ERP | 10. create.XXXX (where XXXX is your sales order) displays. if you search for and select a part in the Job Manager > Detail > Part field and then create a job for this part in Job Entry.2 43 . • Create a new job to satisfy demand. In the Customer field. enter DCD-100-SP-XXX (where XXX are your initials). search for and select the Dubuque. 6. 4. 4. Iowa site. Once a job is created for the item. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. enter the date two days before the Need By date. In the Part/Rev field. 3. Create a Sales Order Navigate to Sales Order Entry. 8. In the Need By field. From the New menu. Navigate to the Lines > Detail sheet. select New Line. In the Ship To field. Menu Path Navigate to this program from the Main Menu: • Production Management > Job Management > General Operations > Job Manager Workshop .Create a Sales Order and a Job Using the Job Manager In this workshop. 2. enter any number. Note You can refresh the Job Manager by using the Refresh icon located on the Standard toolbar. From the Sales Order field. enter Dalton and press Tab. For example. The sales order line is for a new part that is not in Part Maintenance. 3. In the PO field. Add a New Line 1. • Unlink demand and supply. Epicor ERP | 10.0. select New Order. 2. enter the date one month from today. 5. Click Save. record the sales order number __________. enter XXX Frame Rail (where XXX are your initials).700. 7. In the Ship By field. the newly created job will display in the Job Manager > Supply section once you click Refresh. From the New menu. method details from a similar item in Part Maintenance are pulled into the sales order.Order Management Course Daily Sales Order Processing • Determine if demand can be met by linking to an existing job. create a sales order and use the Job Manager to create a linked job. In the Description field. 9. 6. Select the Lock Line Quantity check box. enter 100. Use the Job Manager to Create a Job 1. In the Demand pane. 44 Epicor ERP | 10. 4. Click the Create Job button.2 . 3. any remaining open releases for that line will automatically close. 3. 6. In the New Job field.700. In the Supply pane. the new job number displays. In the Unit Price field. In the New Job Number window. In the Order Quantity field. 7. From the New menu. 2. select Release 1.0. in the Prod Qty column verify 50 displays.00. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. select Products. enter the date two weeks from today. you must manually reopen the closed releases that have yet to ship. To avoid this situation. 4. The New Job Number window displays. In the Demand pane. select Order Line > Job Manager. in the Supply grid. Click Save. 2. From the Actions menu. In the Ship By field. 8. Record the job number ______________. In the Need By field. due to ship in one month. Navigate to the Releases > Detail sheet. Click OK. Click Save. In the Order Quantity field. always use the final shipment date for Release 1. select New Release. 8. enter 65. 6. enter 50. 7. click the Next Job button. enter the date two days before the Need By date. 5. select Release 2 (due in two weeks) created in the workshop topic Create a Sales Order.Daily Sales Order Processing Order Management Course 5. If you unintentionally close Release 1. Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line. Add a New Release 1. Job Manager displays. In the Tax Category field. 5. Verify Sales Order Entry displays. Verify the Job Manager displays. in the Supply grid. 3. Job Entry displays. in the Rev column. 6.Order Management Course Daily Sales Order Processing 9. 4. Epicor ERP | 10. In the Jobs grid. Exit Job Manager. 4. 2. click the Schedule button. 3. you use it to pull in the method of manufacturing for the part. select line B and click OK. 4. If the Order has made direct releases without a job link. In the Supply pane.0. enter DCD-100-SP and press Tab. Click Save and exit Sales Order Entry. Click Save and exit Job Entry. Get Manufacturing Details 1. The Get Details window displays. 8. In the Supply pane. job information displays. the quantity increases to 100. 2. return to order? message displays. Schedule the Job 1.700. In the Part field. Navigate to the Releases > Job sheet. In the Job sheet. in the Prod. 7. Qty column. The Schedule Job XXXX (where XXXX is your job number) window displays. The Engineered check box is automatically selected. select your job. click No. select your job and click the Job Entry button.2 45 . 5. In the Supply pane. 3. Click the Get Details button. In the Revisions grid. in the Supply grid. Click the Link button. 2. In the Supply pane. Click Retrieve. In the Schedule Job window. accept the Backward scheduling option and click OK. Engineer and Release the Job 1. Verify the Job Manager displays. select the Released check box. There are five filters available: • Customers • Customer Groups • Parts • Product Groups • Regions Sort options include: • Customer Name/Date • Customer Name/Part • Customer Group/Name • Part Number/Date • Product Group/Part • Sales Region/Name Sales Analysis Report Menu Path: Financial Management > Accounts Receivable > Reports > Sales Analysis The Sales Analysis report displays the sales that occurred during a specific date range. Overpayments are not included on the report. Unit Price. The different use methods define how order-based pricing and discounts are calculated with the final prices.700. Sales Gross Margin Menu Path: Financial Management > Accounts Receivable > Reports > Sales Gross Margin The Sales Gross Margin report prints cost of sales (COS) and work in process (WIP) information for the invoices created during the selected date range. Use the filters and the report options to define the orders to display on the report. Sales Order Backlog Menu Path: Sales Management > Order Management > Reports > Sales Order Backlog Tip The CRM menu path is: Customer Relationship Management > Order Management > Reports > Sales Order Backlog The Sales Order Backlog report prints either the dollar value or the quantities of outstanding order releases. The costs are pulled from either the Part master file or job transactions.Daily Sales Order Processing Order Management Course Sales Reports This section describes the reports available in the Epicor application that are not covered in other sections of this course. invoice date.2 . This report prints out the details on each invoice line including the part number. shipped quantity.0. unit price. The report displays the current costs for the parts at the time the shipment 46 Epicor ERP | 10. part revision. The costs for parts shipped from stock are taken from the Part master file. and extended price. Select List Price. or Net Price to be used to calculate the final sales amounts. invoice number. There are three different use methods available at runtime. and material burden costs posted against each job. work still on the production line. material. The costs associated with WIP are a company's direct materials inventory.Order Management Course Daily Sales Order Processing was created.700. burden. The costs for parts shipped from jobs are taken from labor. and finished work ready for sale. Because of this. WIP is an accounting term for incomplete work on the production line. refer to the Capture COS and WIP topics in the Application Help.0. Note that the COS and work in process (WIP) activity is automatically captured before this report is generated. Epicor ERP | 10. Note Only the amounts from shipment invoices are calculated and displayed on this report. it can take some time to process this report.2 47 . subcontract. For more information on what occurs during this process. Each customer can have unique part numbers and revisions they use to define specific parts. These customer part numbers (optionally) display on quotes. You enter WIDG123 in the Part Number field for the order line. This is often a requirement when you act as a supplier to branches of the military. and pricing and discounting. sales order acknowledgments. This customer. and packing slips. These cross references can be selected on specific quotes and order lines.0. however. This includes customer part cross-references. Customer Part Cross Reference Use Customer Part Cross Reference to create customer part cross references for internal parts.700. this program also allows you to establish alternate serial number masks that can be used when creating jobs in Job Entry. counter sales. but you select 111-WDGT in the order line's Customer Part Number field. the capable to promise functionality. the Main Menu appears as: • Customer Relationship Management > Order Management > Setup > Customer Part Cross Reference 48 Epicor ERP | 10. Example A customer orders a part recorded as WIDG123 in your part master file. refers to this part as 111-WDGT.Specialized Sales Order Processing Order Management Course Specialized Sales Order Processing This section of the course describes special sales order management capabilities of the Epicor application.2 . For serial tracked parts. This facilitates situations in which serial masks for a given part differ according to their intended use by your customers. Menu Path Navigate to this program from the Main Menu: • Sales Management > Order Management > Setup > Customer Part Cross Reference For CRM users. 3. Create a Sales Order Navigate to Sales Order Entry. Internal part DCD-100-SP can now be cross referenced to your customer Clarke as part FR-10-S. enter any number. 6. Exit Customer Part Cross Reference. enter DALTON and press Tab. Epicor ERP | 10. In the Need By field. 5. 4. enter Dalton and press Tab. Important This workshop can be performed only once in each instance of a restored (refreshed) database. 7. use this workshop as a review. In the Customer field. 2. enter DCD-100-SP and press Tab. enter the date two days before the Need By date. 3. In the Part Number field. select New Order. create a customer cross reference part for Clarke Construction for part DCD-100-SP.0. enter FR-10-S. Navigate to Customer Part Cross Reference. 6. Once this workshop has been performed once. 4. This is the original internal part number that will be cross referenced with the customer's unique part number. Click New. In the Ship By field. Workshop .2 49 . Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1.Set Up a Customer Cross Reference Part In this workshop.Create a Sales Order Using a Customer Cross Reference Part In this workshop. 5. enter the date two weeks from today. 2. Click Save. In the Customer field. In the PO field.Order Management Course Specialized Sales Order Processing Workshop . In the Description field. From the New menu. In the Customer Part Number field.700. enter Frame Rail-S. create a sales order utilizing the customer cross reference part functionality. Menu Path: Sales Management > Order Management > Setup > Customer Part Cross Reference Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer Part Cross Reference 1. Click Save and record the sales order number ________. From the New menu. In the Tax Category field. enter the date two days before the Need By date. select New Release. you must manually reopen the closed releases that have yet to ship. enter Products. 5. In the Part/Rev field. 3. Select the Lock Line Quantity check box. Click Save. In the Need By field.700. Navigate to the Lines > Detail sheet.0. In the Ship By field. In the Order Quantity field. 4. 2. enter 5.2 . If you unintentionally close Release 1. From the New menu. enter 10. Enter a New Release 1. 50 Epicor ERP | 10. Click Save. 2. 7. In the Order Quantity field. 6. Navigate to the Releases > Detail sheet. any remaining open releases for that line will automatically close. You will receive a warning message if you attempt to close Release 1 when the other releases have not already shipped. enter DCD-100-SP and press Tab. the cross reference part FR-10-S populates. 6. 3. 5. To avoid this situation. always use the final shipment date for Release 1.Specialized Sales Order Processing Order Management Course Add a New Line 1. In the Customer Part field. 4. Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1) of a multiple release sales order line. select New Line. enter the date two weeks from today. The Sales Order Acknowledgment window displays. a warning message displays when sale completion is attempted. the customer cross reference part number FR-10-S and description display.Order Management Course Specialized Sales Order Processing Preview the Sales Order 1. From the Actions menu. 5. Need. You can also create sales orders using the Summary sheet. the credit card authorization should be referenced. Exit the Sales Order Acknowledgment Report window and Sales Order Entry. the Epicor application automatically defaults the Order. 6. 2. A job may not be created for a counter sale. however. 4. For reference. there are several general parameters to the Counter Sales. The original internal part number also displays. Exit Sales Order Acknowledgment report. the program prompts for the serial numbers or lot numbers. A miscellaneous charge can also be used for credit card sales. select Print Sales Order Acknowledgment. On a counter sales order. Warning Messages If the new counter sale causes the quantity on-hand to go negative. however. This creates a zero balance invoice against which a cash or Visa payment would not need to be applied. Cash or a credit card may not be applied directly in order to pay the invoice.700. and the invoice is generated. The parts are then pulled directly from inventory. Since the customer is walking out with the parts. The customer must also have a record in Customer Maintenance. It is possible to create a negative miscellaneous charge for the total order amount. Note Notice in the Line Part Number / Description Rev section. the packing slip is printed. Review Sales Order Acknowledgment. On the Standard toolbar. Counter Sales The Counter Sales feature allows you to complete walk-in purchases that occur over the counter. the program also defaults in the bin location. Sales Order Defaults When a new counter sales order is created. click Print Preview. the sale is recorded. use the Quick Order functionality. If the message displays. If you need to create jobs for the sales order. If parts are serial or lot tracked. click No. The Sales Order Acknowledgment Report window displays. and Ship By date fields to the current date. Once the part is selected.2 51 . with a miscellaneous charge that references a Visa™ or Cash Clearing account for reconciliation. 3.0. General Parameters To ensure the counter sales transaction is handled properly. the lines on the sales order are automatically marked as Shipped Complete. A miscellaneous invoice can be created. The part must have a record within the Part master file. Only one release is allowed per order line. Epicor ERP | 10. Click Save. These invoices have a special prefix that is set up within the Company Maintenance's sales orders. Navigate to the Summary > Counter Sale Detail sheet. parameters on the Order sheet in Company Maintenance must first be defined. Packing Slip Select the Packing Slip check box to indicate that you would like to print a packing slip for the sale.Specialized Sales Order Processing Order Management Course Company Maintenance To set up the Counter Sales feature. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. From the New menu.700. select the following check boxes: • Counter Sale • Pack • Invoice 4.0. Add the First Line 1. Add a Sales Order Navigate to Sales Order Entry. The customer billing days routine and packing slip logic normally followed on typical sales orders is ignored. 5. 2. process a counter sale for part 38X075B.Process a Counter Sale In this workshop. click the Counter Sales button to initiate the inventory transactions. to be issued directly from inventory. enter XXX Pick up (where XXX are your initials). An AR invoice group prefix must also be established. it is necessary to set up a default Ship Via-like Customer Pick Up (PU) that handles the transaction. 52 Epicor ERP | 10. 3. Because the customer takes the parts directly out of inventory. select New Order. Invoice The Invoice check box is used to invoice the parts at once. In the Counter Sale pane. Workshop . In the PO field.2 . In the Customer field. enter Dalton and press Tab. The invoice is placed within an accounts receivable (AR) group that posts these invoices during the next posting cycle. select New Line. this causes the counter sales invoices to be grouped together in an area separate from other shipments. Process Counter Sales Button Once the sales order is entered and the customer is ready to leave with the materials. 2. From the New menu. Review and close the Packing Slip Print. 3. enter 100. In the Doc Unit Price field. 4. 7.2 53 .10. Record the new pack number _______.0. The Packing Slip Print displays. In the Doc Unit Price field. Epicor ERP | 10. 5. enter 100. In the Part field.XXX (where XXX is your pack number) window. Review and close the invoice form. Click Save. 3. To the Is this pack ready to ship? message. The Print Invoice: XXXXX (where XXXXX is your invoice number) window displays. 6. On the Standard toolbar. 6. Add the Second Line 1. enter 0.Order Management Course Specialized Sales Order Processing 3. The New Pack: XXX message displays (where XXX is the new pack number). 5. 11. enter 38X075B and press Tab. 2.10. 10. To the message. The New Invoice XXXXX message displays (where XXXXX is your invoice number). Click the Process Counter Sale button. click OK. enter 0.XXX (where XXX is your pack number) window displays. Close the Print Packing Slip/Labels . From the New menu. 6. To the message. Record the invoice number______________. click Yes. Click Save. click Print Preview. On the Standard toolbar. Process the Counter Sale 1. 4. click Print Preview. select New Line. 4. 2. enter 38X150B and press Tab. The AR Invoice Form window displays. 5. In the Order Quantity field. 8.700. click OK. 9. In the Order Quantity field. In the Part field. The Print Packing Slip/Labels . Verify the Summary > Counter Sale Detail sheet displays. 2. These dates are calculated for a current order selected within Sales Order Entry.0. The application checks the availability of the components via BOM explosion of the parent item before committing to the delivery date of the order. The Description of Change window displays. In the Part field. duplicate an existing plan as assembly (PAA) part. You can also (optionally) create jobs for the demand calculated if the Make Direct check box has been selected for an order release in the Order Entry > Releases > Detail sheet. enter PAA-200-ML and press Tab. Click Save but remain in Part Maintenance. In the Description of Change pane. The Multi Level CTP check box in the Capable to Promise (CTP) Actions menu selection designates that Available to Promise (ATP) dates/quantities calculated for subassemblies should also be considered when the Epicor application calculates the Capable to Promise date for the part for this order release. 8.700. Navigate to the Part > Revisions > Detail sheet. In the Part field. It is enabled for access if the part is a stocked Manufactured item and the Make Direct check box in the Order Entry > Releases > Detail sheet has been cleared. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part 1. Exit the Print Invoice: XXXXX (where XXXXX is your invoice number) window. 3. It takes into account the lead time of the components (purchased and manufactured parts) as well as a resource capacity. 5. 7. 54 Epicor ERP | 10. enter Approved and click OK. approve the revision of the duplicated assembly and review the cumulative lead times for the parent assembly and its subassemblies. Workshop .2 . From the Actions menu.Duplicate a Part In this workshop. The revision status changes to Approved. 4. Select the Not Approved check box. The Duplicate Part PAA-200-ML Details window displays. but is disabled in all other cases. select Duplicate. 6. enter XXX-PAA (where XXX are your initials). Exit Sales Order Entry. 13. Multi-Level Capable to Promise The Capable to Promise (CTP) selection on the Order Entry Actions menu calculation determines the date by which a sales order quantity can be delivered (promised) to the customer.Specialized Sales Order Processing Order Management Course 12. Navigate to Part Maintenance. Click OK. Navigate to the Part > Sites > Planning sheet. In the Manufacturing Lead Time pane. 2. 11. 12. In the Part field. In the Manufacturing Lead Time pane. For CA10. 4. in the Cumulative Time field. Navigate to the Part > Detail sheet. the cumulative lead time of 98 days is calculated as the sum of the lead time for subassembly CA20 (90 days manufacturing lead time) plus the lead time at this level of the assembly for CA10 (8 days of actual manufacturing lead time). while part CA20 contains purchased part CM14. the cumulative lead time of 28 days is calculated as the sum of the lead time for purchased part CM14 (14 days lead time) plus the lead time at this level of the assembly (2 days of actual manufacturing lead time). and for its material parts CA10 and CA20. enter CA10 and press Tab.2 55 . enter CA12 and press Tab. review the following: Field Data Cumulative Time 21 This Level Time 7 For CA12. 7. Navigate to the Part > Detail sheet. 6. review the cumulate lead times calculated for the parent assembly part you duplicated from PAA-200-ML. 8. In the Manufacturing Lead Time pane. Navigate to the Part > Sites > Planning sheet. In the Part field. 3. In the Part field.0. 9. Part CA10 contains manufactured subassembly CM10. 5. in the Cumulative Time field. 1. enter XXX-PAA (where XXX are your initials) and press Tab.700. 10. Navigate to the Part > Sites > Planning sheet. review the following: Field Data Cumulative Time 90 This Level Time 8 This value results from the Manufacturing Lead Time Calculation process run for the PAA-200-ML part.Order Management Course Specialized Sales Order Processing Review the Cumulative Lead Times for the Assembly Part and Subassemblies In this workshop. Navigate to the Part > Detail sheet. in the Cumulative Time field. review the following: Field Data Cumulative Time 60 This Level Time 1 Epicor ERP | 10. 5. In the Order Lines grid. enter the date two weeks from today. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1. Click Save. enter 200. The Epicor application always takes the highest lead time into consideration when calculating manufacturing lead time for the parent part. 9.Specialized Sales Order Processing Order Management Course This value results from the Manufacturing Lead Time Calculation process run for the part PAA-200-ML (this is the part from which you duplicated your parent assembly). enter a sales order for the XXX-PAA (where XXX are your initials) part and use the Capable to Promise (CTP) functionality to review the calculated dates for this sales order. enter the date two days before the Need By date. Navigate to Sales Order Entry. In the Unit Price field. Exit Part Maintenance. In the Customer field. Click the Calculate button. In the Need By field. select New Order. 3. enter XXX-PAA (where XXX are your initials) and press Tab. scroll to the right to display the CalculatedCompDate field. enter Dalton and press Tab. 8. select New Line. 56 Epicor ERP | 10. In the Part/Rev field.2 . enter 16. Navigate to the Lines > Detail sheet. 2. 6. 3. 7. 5. select your order. In the Ship By date.0. Record the date ________. the parent part XXX-PAA (where XXX are your initials) has a cumulative lead time of 61 days. Workshop . From the New menu. Calculate Capable to Promise 1.Enter a Sales Order for Part XXX-PAA In this workshop. From the New menu. The Capable to Promise window displays. select Capable To Promise. From the Actions menu. 2. 10. Scroll to the right and verify the CTP check box is selected and the Multi Level CTP check box is cleared. 4. 13. 4.700. It does this by adding the cumulative lead time of 60 days for part CA10 plus the lead time at this level of the assembly (1 day of actual manufacturing lead time). In the Order Lines grid. In the Order Quantity field. In the example above. You can override pricing on specific quote and order lines. 7. There are two types of discounting available in the Epicor application: • Quantity-Based Discounting reviews the quantity on the order line and compares it to the quantity breaks set up on a price list. The relationship between a price group and a product group provides pricing for the parts that belong to that specific product group. a different discount percent is applied to the sales order.Order Management Course Specialized Sales Order Processing 6. There are two kinds of discounting processes available . the application next compares this new amount with the value breaks. you can define a regular procedure for creating and maintaining prices for their products. the Main Menu appears as: • Customer Relationship Management > Order Management > Setup > Price Group • Customer Relationship Management > Quote Management > Setup > Price Group Epicor ERP | 10. An additional discount can be added after the quantity.0. Price groups provide a powerful pricing strategy when used with product groups. Menu Path Navigate to this program from the Main Menu: • Sales Management > Order Management > Setup > Price Group • Sales Management > Quote Management > Setup > Price Group For CRM users. or both. If both systems are used. To the Confirm Cancel message. If the order exceeds these limits.quantity-based discounts and value-based discounts. It is designed to work with a variety of business practices.700. By partly or fully using this feature set. These fields are located in the Customer Billing Detail sheet in Customer Maintenance. The application then applies the discount that matches the quantity break. Use price groups to establish discounts based on the order value. After this discount is applied. Pricing and Discounting The Epicor application utilizes a pricing system that gives you great flexibility for determining prices. You can employ a quantity-based discount system. Exit Sales Order Entry. value-based discount system. it uses that unit price for the quote or order detail line. the Epicor application first calculates the quantity-based discounts. The application then applies the discount that matches the value break. Exit the Capable to Promise window. You can also define discount limits on the customer or ship-to location record. A product group can only belong to one price group. 8. or both. quantity. Price Group Maintenance Use Price Group Maintenance to create and update price groups in the Order Management module.and value-based discounts is calculated. Once it finds a price list for the parts. the application uses the pricing hierarchy to search for the first available price list. click Yes. A price group can have multiple product groups assigned to it. • Value-Based Discounting takes the total amount on the sales order and compares it to the value breaks set up in a price group. For quantity-based discounting.2 57 . 13. 12. Add a Price Group Navigate to Price Group Maintenance.2 . 3. 7. In the Group field. 9. enter XXXMB (where XXX are your initials). Menu Path: Sales Management > Order Management > Setup > Price Group Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Price Group 1. 2. enter 12. 10. verify Machine Building Parts displays. select the DATA group row. click Yes. enter 1000. Menu Path: Sales Management > Order Management > Setup > Part Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Part 1. In the Price Group field. 58 Epicor ERP | 10. click Delete. In the Description field.Use Price Groups In this workshop. From the New menu. select New Price Group. From the New menu. To the message. In the Discount % field. Use the Price Group Navigate to Part Maintenance. 8. 2. enter XXX Machine Building (where XXX are your initials). Deleting the product groups from this list does not delete these group records from the Epicor application. 6. select New Order Value Break. Click the Add All Available Product Groups button. The Delete this record? message displays. Only the Machine Building Parts group must display in the Product Group List grid. In the Product Group List grid. create a price group that contains both order-based value and quantity discounts for a specific product group.700. 4. enter DSS-1010 and press Tab.Specialized Sales Order Processing Order Management Course Workshop . Click Save and exit Price Group Maintenance. Select the Order Based Value Discount check box. 5. In the Order Value field. Delete the groups except for Machine Building Parts. In the Part field. 11. On the Standard toolbar.0. the order line's base price is $400.700. making sure the price is used on the entire sales order. Click Save and exit Part Maintenance. however. the Price Locked icon displays indicating that automatic pricing is disabled for this order line. This feature may be used for orders filled during separate fiscal periods.csv file. Price lists require that a start date is defined. However. If the price list expires between periods. Once created. This is because quantity and value discounts are already applied to the price. Export and Import Price Lists Price lists can be exported to an external file and imported back into the Epicor application using the Price List Import and Export tools from the Actions menu. the Lock Unit Price check box is automatically selected. in a sales order. can still be applied to the locked price. The Price List Maintenance can be defined as part of the Quote Management module or Order Management module. By selecting the Override Price List check box. If this order line was pulled from a quote line. however.txt file or a . This allows selecting from the different price options available for the part.0. In order for discounts to automatically apply on a sales order. To prevent this original price from returning. however. the Epicor application allows the selection of a different price list from a drop-down field. there is an option available from the Actions menu to apply order-based discounts automatically. This value defaults from the setting in Company Maintenance for the Sales Management module. this feature allows honoring the discounts originally set up for this customer. If this check box is not selected on the sales order. You can manually override the line's price to $375. the pricing defaults are used in both Opportunity/Quote Entry and Sales Order Entry.2 59 . Epicor ERP | 10. Locking Prices The Price Lock feature in Sales Order Entry allows freezing the original price the Epicor application calculated. and the Epicor application does not automatically change the price. For example. This feature also allows overriding the price. The export feature allows exporting a given price list and save the file on a local machine. For a price list pricing to default into sales orders or quotes. When selected. They can enter whatever price is needed. the price list must be assigned to a customer (bill-to or ship-to) or customer group. If they change any field on this line. for example) and then import them back into the Epicor application. This allows exporting price lists. select the Lock Unit Price check box. it defaults into quotes or sales orders for that customer based upon the parts on the lines. there is no required end date for the effectivity of the pricing. The file can be saved as a . A value-based discount. select the Apply Order Based Discounts Automatically check box on the Summary sheet in Sales Order Entry. manipulate the prices using other tools (Microsoft® Excel®. Price List Overrides Price lists can be overridden on the detail line window. The price stays at $375. Price Lists Use Price List Maintenance to assign a specific price or discount to a part or product group.Order Management Course Specialized Sales Order Processing 3. the application automatically returns the original price of $400. This prevents the Epicor application from changing the price of the order line. a price list must be assigned either to a specific customer (in Customer Maintenance) or a customer group which is then assigned to a customer. once a price list is created. Enter the following information: 60 Epicor ERP | 10. and enter a sales order using the new price list. Enter the following information: Field Data Group MBLD (Machine Building Parts) UOM EA Base Unit Price 20 5. assign the price list to one of your customers. Dalton Manufacturing. select New Product Group Quantity Break. From the New menu.700. select New Price List. This program is also accessible from the menu. provides a direct link from a sales order to its corresponding price list by customer and part number. Menu Path: Sales Management > Order Management > General Operations > Price List Inquiry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Price List Inquiry Workshop . The Product Group > Detail sheet displays.0. From the New menu. 4. located in Sales Order Entry. 6. create a price list for the Machine Building Parts product group and enter two quantity breaks with discounts. select New Product Group.2 .Use Price Lists In this workshop. Enter the following information: Field Data Price List XXX (where XXX are your initials) Description XXX Machine Building Discount (where XXX are your initials) Start Date Today's date End Date The last day of the current year Currency United States Dollar 3. The Product Group > Discounts sheet displays. Once the price list is created. 2. Menu Path: Sales Management > Order Management > Setup > Price List Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Price List 1.Specialized Sales Order Processing Order Management Course Price List Inquiry The Price List Inquiry. Create a Price List Navigate to Price List Maintenance. From the New menu. 2. From the New menu. Click Save and exit Price List Maintenance. select New Customer Price List. Enter a Sales Order Navigate to Sales Order Entry. Search for and select the new price list XXX Machine Building Discount (where XXX are your initials) you created previously. press Tab to add a new row with the second set of data.700. The Price List Search window displays. 3. In the Customer field. enter DALTON and press Tab. Click Save and exit Customer Maintenance. Menu Path: Sales Management > Order Management > General Operations > Order Entry Tip The CRM menu path is: Customer Relationship Management > Order Management > General Operations > Order Entry 1.2 61 . 5. 7. Enter the following information: Field Data Customer DALTON PO Any number Need By The date two weeks from today Epicor ERP | 10.0. select New Order. The Billing > Price Lists sheet displays. From the New menu. 4.Order Management Course Specialized Sales Order Processing Field Data 1 Data 2 Quantity Break 200 500 Discount Type Discount % Discount % Discount Pct 10 15 Note In the last field of the Product Group Discounts grid. Menu Path: Sales Management > Order Management > Setup > Customer Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup > Customer 1. Right-click in the Code field and select Open With > Price List Search. Assign the Price List Navigate to Customer Maintenance. 2. Click Save. Tip To learn how to create price lists. The system will then use this pricing on future sales orders. Menu Path Navigate to this program from the Main Menu: • Sales Management > Customer Relationship Management > General Operations > Price List Inquiry • Sales Management > Order Management > General Operations > Price List Inquiry 62 Epicor ERP | 10. read the Price List Maintenance topics. Leverage this tracker to search for price lists based on specific criteria.2 . The unit price is 20. Navigate to the Lines > Detail sheet. 6. In the Order Quantity field. 10. From the New menu. Enter the following information: Field Data Part/Rev DSS-1010 Order Quantity 100 Tax Category Products 8. and change pricing information.700. The order value exceeds 1000 and the Total Price reflects the 12% Order Based Value Discount. 7.00. This. When you are satisfied with your pricing.0. 4. Verify the Apply Order Based Discounts Automatically check box is selected.Specialized Sales Order Processing Order Management Course Field Data Ship By The date two days before the Need By date 3. You can then modify the price lists in a what-if mode. Click Save. enter 200. 9. 5. enabling you to experiment with different pricing scenarios. The unit price changes for 18. evaluate. 11. results in a total discount of 14% and Unit Price. select New Line. Price List Inquiry Use the Price List Inquiry Tracker to review. you can save your changes to the selected price list. in addition to the 2% discount from the Header sheet. Exit Sales Order Entry.00 that reflects 10% discount due to product group quantity break for 200 EA. Click Save. select the New Header Misc Charge option. From the New menu.Order Management Course Specialized Sales Order Processing For CRM users. amount. enter the charge ID. Header Miscellaneous Charge Charges added to the entire order are added to the header and are called Order Miscellaneous Charges. miscellaneous charges entered for the quote are automatically pulled into the order. The charges can be specific to the line or quantity and can be applied to all shipments. quotes. that can be included on sales orders. The following flowchart includes the numerous areas where credit card authorization is available. description. amount. If the Get Opportunity/Quote function was used to create order lines from quotes. and invoices. authorization can be performed on the credit card ensuring the information is valid and the customer has an available credit limit in the account to cover the amount of the sales order. or the last shipment. a customer can provide the credit card information at the time an order is initiated. Epicor ERP | 10.700. a credit card can be used to pay a portion of an order or the entire order. and frequency. and frequency in the Line Specific Miscellaneous Charges region. From the New menu. While the order is being entered. the Main Menu appears as: • Customer Relationship Management > Sales and Marketing Management > General Operations > Price List Inquiry • Customer Relationship Management > Order Management > General Operations > Price List Inquiry Additional Functions Many additional features and tools are available in Sales Order Entry. Miscellaneous Charges Miscellaneous charges are additional costs. Once set up. description. select New Line Misc Charge.0. On the Line Miscellaneous Charges sheet. such as expedite fees and freight charges. Credit Card Authorization During sales order processing.2 63 . enter the charge ID. In the Order Miscellaneous Charges sheet. There are other steps within the sales order process where credit card authorization may be needed for individual business practices. Line Miscellaneous Charge Charges added to the Line Miscellaneous Charges sheet only apply to the specific order line. Ideally. Miscellaneous charges are created and defined in the Miscellaneous Charges Maintenance located in the Order Management Setup folder on the Main menu. the first shipment. charges can be added on these records. Specialized Sales Order Processing Order Management Course If a deposit is required. the funds to cover the amount being shipped are captured from the customer's account using a Deposit or Sale transaction. and Releases • Close Orders. When the remainder of the order is shipped. The Credit Card Authorization can be configured to re-authorize the remaining balance of the order. Credit cards can also be processed as part of the cash receipt to be applied to invoices. or the credit card could be re-authorized from the sales order form before picking and shipping. Close and Reopen Orders. the funds are available to be captured from the credit card account of the customer. and Releases 64 Epicor ERP | 10. Lines. There are two options to deal with this situation. It is likely an entire order may not be shipped at the same time.700.0. Lines. The Epicor application can be configured to re-authorize the credit card before the order is picked.2 . When the product is shipped. For the remainder of the order value. the funds are captured from the customer's credit card account as the product is shipped. the credit card information can be used to process the deposit for the order. and the funds are captured from the customer credit card account. A deposit invoice and cash receipt is created for the order deposit. It is possible a significant amount of time transpired since the order was taken and the original authorization could have expired. use the Remove PO Link command found under the Actions menu. Note This feature is only available when the Multi Site Management module is licensed. and Releases If changes need to be made to a closed sales order. Lines. allowing manual changes to the order header's information. transactions made against the selected item's quantity and amount are no longer allowed. order line. or order release. • The general ledger book updates with the recalculated amounts on the sales order. or release freezes the transactions for the order and frees open inventory allocations. You typically will have better order entry performance when the Ready to Process check box is clear. discounts. Normally. Tax Connect If your company uses the Tax Connect functionality to automatically generate tax amounts on sales orders.700. the TaxConnect processes run and the resulting calculated amounts are automatically sent to the Avalara® AvaTax® website. Reopening a closed order only changes the sales orders status. selecting this check box causes data from the sales order header record to be recalculated and recorded. Once the link is removed.0. Order Line. To learn how to do this. As changes are made to the sales order. Closing a sales order. Selecting this check box causes the Epicor application to run a number of processes against the sales order and then send the tax amounts out to the Avalara® AvaTax® website. it can be manually reopened. uploading the sales tax amount due on this line to the Avalara® AvaTax® website. you can activate this functionality on specific sales orders. When a sales order is created in this way. When the release quantities. or release needs to be manually closed. Tip This check box can be automatically selected by default through the Company Configuration program. When the calculations finish processing a line. The process moves through the sales order releases to check for RoHS compliance. and other information on the sales order is reasonably complete. Epicor ERP | 10. or Order Release sub-menus. review the Epicor Tax Connect topic within the application help. review the Company Configuration>Orders Configuration topic within the application help. This check box is available on either the Summary or the Header sheets within Sales Order Entry. it is linked to the original PO. • If the record is a transfer sales order. you select the Ready to Process check box. line.2 65 . • Reopen Orders. these changes are also made to the linked PO within the external company’s database. Remove PO Link Sales orders can be created through an inter-company purchase order (PO). these must also be manually reopened. use the functionality found on the Actions menu in the Order. It does not adjust inventory or make other automatic changes to the sales order. as this prevents the additional processing and Internet data transfer from placing demands against your network resources. If the order lines and releases need editing. If an order. Use the reopen functionality found on the Order or Order Line sub menu to reopen an order. For an overview of the Tax Connect functionality. You define this option on the Orders Configuration sheet. Each time you save a sales order designated as ready to process. If it is necessary to cut this order's link to the PO. Be aware you should only select this check box if you are reasonably sure the sales order is complete. the entire order is recalculated line by line. the Sales Order Entry closes items on a sales order automatically. changes made to the sales order no longer update the original PO. line.Order Management Course Specialized Sales Order Processing When a sales order is partly or completely closed. • The Restrictions on Hazardous Substances (RoHS) compliance process is initiated. the program automatically launches TaxConnect. The following describes what calculations are run when this check box is selected and the sales order is saved: • If the record contains updated sales tax amounts. If quote lines are pulled into an order line with comments. 66 Epicor ERP | 10.Conclusion Order Management Course Incoming Linked PO Suggestions The Send Inter-Company Purchase Order Suggestions allows you to both create and email suggestions to a company that sent them an inter-company PO. invoices. Comments There are Comments fields available on both the order header and order line levels. The company can reject or accept these suggestions through the Change PO Suggestions option. These suggestions can also be interpreted by this company as forecast information.2 . the inter-company trader's PO record automatically updates with this information. Memos Memos provide an area for miscellaneous comments or notes to be attached to an order line. This functionality improves communication between the two companies. and miscellaneous shipments related to the sales orders in focus.0. Order Tracker The Order Tracker is an inquiry-only version of the Order Entry with additional related information. This feature is only available if changes are being tracked in the sales order tables in the Business Activity Manager (BAM). The Order Tracker contains additional sheets for shipments. This feature is only available when the Multi-Site Management module is licensed. the time. Change Log The Change Log viewer is available from Order Entry to review changes made to a sales order.700. The Detail sheet displays the User ID of the person who made the change. Conclusion Congratulations! You have completed the Order Management course. The sales order within the database is then updated with the response to the suggestions. Memos are available in many programs in the Epicor application. As suggestions are sent against the sales order created from an inter-company PO. Memo categories can also be assigned to organize memos for reporting purposes. Order header comments print on the Sales Order Acknowledgment form just above the line items. and the field information that changed. Comments entered at the line item level are printed on the order line. they can optionally be duplicated on a job created from the order using the Order Job Wizard. . go to http://support. you need a Site ID and an EPICweb account.Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal. To create an account. To access this site.com.epicor.