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Compiere Training

Compiere Training. Sales Order & Advanced Order Management Topics. Agenda. Quote-To-Cash Order Management Automatic Documents Manual Documents Business Partner Template for capturing new customers Invoicing Commission Advanced Topics. Quote-to-Cash. Order Management. Sales Order.

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Compiere Training

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  1. Compiere Training Sales Order & Advanced Order Management Topics Sales Order

  2. Agenda • Quote-To-Cash • Order Management • Automatic Documents • Manual Documents • Business Partner • Template for capturing new customers • Invoicing • Commission • Advanced Topics Sales Order

  3. Quote-to-Cash Sales Order

  4. Order Management Sales Order

  5. Sales Order • Order is a Control Document for • Shipment • Invoice • (Receipt) • Actual behavior is determined by • Target Document Type • (Current) Document Type Sales Order

  6. Order Business Partners • Values based on “Default” or Preference • Selecting Business Partner overwrites (if defined) • Price List • Invoice Rule & Schedule • Summary Invoices • Delivery Rule & Via • Payment Rule & Payment Term • Reference & Description Sales Order

  7. Template Business Partner • Order Bus. Partner: New Record • Creates new Business Partner • Copies all defaults from Template • Template Business Partner • Client Info: “Bus. Partner Cash Trx” • CAUTION • When updating a Business Partner– it might be your Template! •  New Record Sales Order

  8. Document Types • Document Types determine • Name • Translated & Printed (“Invoice”) • GL Category • Document Sequence • Automatically generated Documents • E.g. Differentiate between • Wholesale – Export – POS Sales Order

  9. Document Types Sales Order

  10. Automatic Documents • Automatically generated • Shipment • POS, On Credit, Warehouse • Invoice • POS, On Credit • Assumed, you have it “in hand” • Document is always generated • Stock always adjusted • Even if there is no stock available(Negative Stock) Sales Order

  11. Generate Shipments • Order: Delivery Rule • Availability (default) • Complete Line/Order • After Receipt • Force • Generate Shipments • Manual Selection • Batch Process – By Warehouse, Business Partner • Consolidate Orders Sales Order

  12. Generate Invoices • Order: Invoice Rule • After Delivery (default) • After delivery of complete Order • Customer Schedule after Delivery • Immediate • Generate Invoices • Manual Selection • Batch Process – By Organization, Business Partner • Consolidate Orders (Shipments) Sales Order

  13. Document Actions (SO) Sales Order

  14. Document Actions (PO) Sales Order

  15. Change Sales Order • Anytime • Reactivate • Reverses existing Automatic Documents • Standard Order: Just change “Target” • After Processing • Business Partner Details • Correct Name Spelling, Address • Description • Payment Type • Cash – On Credit – … Sales Order

  16. Summary Invoices • One Invoice for multiple Shipments • Steps • Define Invoice Schedule • Update Business Partner • Invoice Rule & Invoice Schedule • Create (Warehouse) Orders • Manually Overwrite Invoice Rule • Generate Invoices • Consolidate Documents Sales Order

  17. Order/Shipment/Invoice Print • Order Print • What is printed is determined by the ”end document” • (e.g. Delivery Note for Warehouse Order) • Format used: • 1. Document Type • 2. Print Format (Invoice Org) • 3. Print Format (*) • Invoice Format used: • 1. Business Partner • 2. Document Type • 3. Print Format (Invoice Org) • 4. Print Format (*) e.g. Export/Import e.g. different by Org e.g. Specific BP Form Sales Order

  18. Invoice Batch • Print Invoices in Batch • Using query criteria • Invoice Date From/To • Business Partner, Invoice • Email PDF Invoices in Batch • Business Partner Contact must have Email • Setup Email Template for Mail Message • Invoice as PDF Attachment Sales Order

  19. SO Processing Summary • Sales Order is a Control Document • Automatic Documents (POS, On Credit, ..) • Change the Order NOT the generated Shipment or Invoice • Sales Order is Open as long as Ordered <> Shipped <> Invoiced • Generate Shipment / Invoice creates Difference • Close => Set Ordered to Shipped Qty • Void => Set Ordered Qty to 0 Sales Order

  20. Commission • For Business Partner / Sales Rep • Can be external • Calculation Basis • Order – Invoice – Receipt • Commission Line • Selection Criteria • BP Group – BP – Product Category – Product – Sales Region – Organization – Only specific Orders • Calculate based on Quantity & Amount Sales Order

  21. Commission Calculation • Commission Run • Commission Amount • Commission Details • Results of Commission definition & Transactions • Creates AP Invoice Sales Order

  22. Advanced Topics Distribution Lists Inter-Org RfQ Package Ship/Receipt Confirm Drop Shipments RMA Sales Order

  23. Distribution List Sales Order

  24. Distribution List & Run • Maintain Distribution List • Business Partner • Quantity Distribution Ratio (percent) • Optional minimum Quantity • Define Distribution Run • Select Product & Quantity • Select Distribution Run • Create Order(s) • Select Order Type and Promise Date • For Organization of Distribution Run - Status = Drafted • Optionally create single order to invoice to specific Business Partner • Shipments are sent to list Sales Order

  25. Inter-Org (Counter) Documents Sales Order

  26. Inter-Org (Counter) Documents • Business between two Organizations • E.g. HQ and Store • Accounting handled via Inter-Org entries • Due-To/Due-From • Make Transactions explicit • E.g. HQ sells to Store == Store buys from HQ • Explicit Inter-Org Pricing • Sales Statistics • Account for Shipment Delays Sales Order

  27. Inter-Org (Counter) Documents • Setup • Business Partner • Link to Organization • Creates new Organization, Warehouse or link to existing • Adds Access to all or specific Roles • Default Warehouse for Organization defined in Org Info (automatically when new Organization linked) Sales Order

  28. Request for Quotation Flow Sales Order

  29. Request for Quotation (RfQ) • RfQ Topic • List of Vendors (Subscribers) to invite to RfQs • RfQ • Optionally for a customer Order/Request • Vendors answer RfQ • After Vendor Selection • Create Purchase Order • Create Sales Order (Offer) Sales Order

  30. Package • Create Package from • Shipment • Automatic creation of one Package • Break up into multiple* • Base for Tracking with Shipper Sales Order

  31. Shipment/Receipts • Sales: • POS, On-Credit, Warehouse Orders assume “everything shipped” automatically when processing Order • Explicit Transaction • Standard Sales Order • Material Receipts (Purchasing) • Manage In-Transit - Shipping Delays • Manage Picking Differences • Not found: Ship the actually picked Quantity • Write-off damaged goods • Manage Receipt Differences • Vendor records differ from accepted/received Quantity Sales Order

  32. Ship/Receipt Quantities • Quantities • Movement = Actual Inventory Movement • Target = Original (intended) • Picked = Pick Confirmed • Scrapped = Pick Loss • Confirm = Customer Confirmed • Internal • Target = Picked + Scrapped • External • Confirmed by Customer/Vendor • If Target, Picked, Confirm = 0 • No explicit Confirmation Process Sales Order

  33. Shipment Pick Shipment Customer (Package) Drop Shipment Drop Ship Customer Vendor Receipt Receipt QA Vendor Confirmation Types Sales Order

  34. Confirmations • Pick (Shipment) Confirm • Handles Picked & Scrapped Quantity • Receive Confirm • We confirm Receipt • Confirmed Qty NOT updated as Confirmed Qty is External • If Drop Ship – Completes Shipment & Receipt • Else – Create Credit Memo if difference to Target Qty • Customer Shipment Confirmation (Self-Service*) • Customer confirms Shipment Received • If Drop Ship – Completes Shipment & Receipt • Vendor Shipment Confirmation (Self-Service*) • Vendor confirms Shipment • If Drop Ship – Completes Shipment & Receipt Sales Order

  35. Default Shipment/Receipt Sales Order

  36. Pick (Shipment) Confirm Sales Order

  37. Receipt Confirm Sales Order

  38. Drop Shipment Confirm Sales Order

  39. Inter-Org Shipment Sales Order

  40. Inter-Org Receipt Confirm Sales Order

  41. Drop Shipment Sales Order

  42. Drop Shipment • Customer orders • Create Standard Order with “Drop Shipment” • Based on Product default “Drop Ship” • Create PO for your Vendor • Create PO from SO for particular Sales Order, and/or all open Drop Ship, Date Range, .. • Purchase Order • Has Customer as “Ship From/To” and Vendor as “Invoice From” • You, the Vendor or the Customer confirms the (Receipt of the) Shipment • Create Invoice to Customer Sales Order

  43. Return Material Authorization • Based on Shipment • Select Lines and Quantity • Creates • Receipt* • Credit Memo* Sales Order

  44. Hands On • Create different Orders • For Standard Orders create Shipments • For Standard Orders and Warehouse Orders create Invoices Sales Order

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