Order Management (OM) Typical Cycles

Order Entry to be done daily:

  1. Order & Quote Entry (OE30)
    • Used to enter orders for customers, modify open orders, delete backorders.
    • Used to enter quotes for customers using the "Quotation" transaction type.
    • Enter 'header' information on the General folder and details on the Lines folder.

  2. Sales Quote Print (OE31)
    • Used to print sales quotations for quotes entered in OE30.

Order Management to be done twice daily (approximately):

  1. Order Management Allocation (OM30)
    • Used to automatically allocate stock to orders and manually guarantee product to orders either from stock, incoming purchase orders, in-transits (either directly entered into PO60 or from a PO created in PO40) or from branch transfers (IC55/56).
    • Usually done immediately prior to printing picking documents for warehouse picking periodically during day.

  2. Order Scheduling & Printing (OM33)
    • Used to print sales orders as picking tickets for warehouse.
    • Enter acceptance codes upon completion of printing.
    • Used to select which sales orders will be sent to the warehouse for picking.

  3. Scheduled Order Recall (OE67)
    • Used to recall a previously printed sales order (picking ticket) for changes and re-printing.
    • Ensure old picking ticket is destroyed before new one is printed.

  4. Order on Hold Report (OE53)
    • Print to show all orders on hold and the reasons for holds.
    • Enter acceptance codes at end of print (this automatically releases eligible orders).

  5. Orders on Hold Release(OE65)
    • Used to release orders from Min Order, Min Backorder, Ship Complete, Manual and credit/delinquency hold.

  6. Run OM30 and OM33 again in order to allocate, schedule & print released orders.

Supporting Inquiries:

  1. Product Consolidated Inquiries (IC45)
    • Used to query inventory items, on hand quantities, costs, open orders, invoice history.

  2. Customer Consolidated Inquiries (SU45)
    • Used to query customers, open orders, invoice history, AR balances, names & addresses.

  3. Order & Quote Consolidated Query (OE45)
    • Used to query open sales orders, products, sell prices.

  4. Order Scheduling Query (OM45)
    • Used to display the total number of order lines, in various states, by ship via for the specified warehouse. You can also calculate how long it will take to ship the orders out of the warehouse.

  5. Invoice History Consolidated Query (IN45)
    • Used to query invoices from history, products, sell prices.

 
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