Order Management (OM) 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.

Order Manangement to be done twice daily (approximately):

  1. Manual Allocation Override (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. Schedule/Print Orders (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. 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.

  4. Print Order Hold File (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. Release Orders on Hold (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. 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 Order Scheduling Queue (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. Display Invoices from History (IN45)
    • Used to query invoices from history, products, sell prices.

 
Back