Order Entry (OE) Typical Cycles

Order Entry to be done daily:

  1. Enter Orders/Quotes (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. Print Sales Quotations (OE31)
    • Used to print sales quotations for quotes entered in OE30.

  3. Schedule Orders for Printing (OE32)
    • Used to schedule and organize sales orders for shipping.
    • Usually done immediately prior to printing picking documents for warehouse picking periodically during day.

  4. Print Shipping Documents (OE34)
    • Prints picking tickets for warehouse.
    • Enter acceptance codes upon completion of printing.

  5. Activate Auto Print Processor (OE33)
    • You can use OE33 in lieu of OE32/34.

  6. Recall Scheduled Orders (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.

Supporting Inquiries:

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

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

  3. Display Orders (OE45)
    • Used to query open sales orders, products, sell prices.

  4. Display Invoices from History (IN45)
    • Used to query invoices from history, products, sell prices.

 
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