OE30 - Entry of Different Product Types
This section covers the Order Entry of Products that are different from 'PP' Products in Enter Orders & Quotes (OE30). These Products include Assembled Sets ('AS'), Models ('MO'), Serial or Lot Controlled Products and Dangerous Goods that require a Material Safety Data Sheet (MSDS).
- Assembled Set ('AS'):
- When you enter a Product that is set up as an 'AS' Product Type in Maintain Inventory Master (IM13/Stock), the To ship from components field is available.
- Assembled Sets are Products that can be stocked as complete units (sets or kits), but can also be built-up from their individual component pieces. Assembled Sets are special Products that are coded as 'AS' in IM13, with the components assigned to the Assembled Set in Model Maintenance (IM29/Assembled Sets).
- The 'Available' quantity in OE30/Lines for an 'AS' Product is displayed for the 'Set/Component', where the quantity available in completed Sets is listed first, and the quantity which can be built from available Components is listed second.
- When an Assembled Set is entered as the current Product on the Sales Order, and there is sufficient stock in the Warehouse to ship the set as a complete unit, Enterprise automatically suggests the order be filled from the pre-packed completed unit (already Assembled or completed Set) Inventory. The quantity automatically updates in the 'To Ship' field only.
- When an Assembled Set is entered as the current Product on the Sales Order, and there is insufficient stock in the Warehouse to ship the set as a complete unit, Enterprise automatically suggests the order be filled from the component pieces. In this scenario, the 'To Ship' field is populated with the quantity of complete sets if available (if there are no complete sets available, the 'To Ship' field remains at zero indicating that no pre-packed units will be picked), while the 'To ship from components' field holds a quantity.
- When the Order line is Updated, a screen automatically opens to display the Components of the Assembled Set.
OE30/Assembled Sets window
The following fields appear on the screen:
- Lvl - the Level for Assembled Sets is always '001'.
- Component - Component Product code.
- Description - description of the Component.
- Available - quantity for the component in the current warehouse.
- Add to Base$ (per choice) - this column is not used for Assembled Sets. This value is always 0.00.
- Qty Req - the Quantity entered in IM29/Assembled Sets as the quantity required to build this set for each component.
- No. of Repeats - this column is not used for Assembled Sets
- Click OK to close the Assembled Sets screen. The Validate and Restart buttons are only used for Models and do not function for Assembled Sets.
- Once the Assembled Sets screen is closed, the following information displays on the Detail line for the Assembled Set:
- The first line for the Assembled Set (Pick xx Sets; P:x C:x):
- Pick xx Sets - identifies the number of sets to be picked (xx).
- P:x - identifies the number of Sets to be picked from 'Pre-packed' or completed units.
- C:x - indicates the number sets that are built from components.
- The second line for the Assembled Set identifies the 'Header' information for the Assembled Set:
- Product code entered in the Product field. This is the 'Header' line for the Assembled Set.
- Qty Ordered.
- Back Order quantity.
- Total number of sets To Ship.
- Price of a single unit.
- Per value for the Header.
- Discount value for the Header.
- The additional lines for the Assembled Set identify each Component:
- Product code for the Component item.
- Quantity of this Component required to complete the Assembled Set.
- Back Ordered quantity is always zero. Back orders are only applied at the Header level.
- Total number of Shippable units.
- Price is always zero for Component items. The Price is only applied to the Header.
- Per value for the Component.
- Discount is always 100% for all Component lines.
- To modify the 'Qty order', 'B/O', 'To Ship' or 'To ship from components' fields, you must recall the Assembled Set header and make the necessary changes. You cannot recall the components of an Assembled Set and make the modifications.
- To delete an Assembled Set from the current Order, you must recall the Assembled Set header and click the Delete button. Deleting the header automatically deletes the associated components.
- If you try to recall a component line, the following message displays: "Component lines are set remarks cannot be altered. Recall the set line. OK". Click OK to close the message window.
Note: If you are using an External method of stock control, the shipped quantity for the 'pre-packed' Assembled Set is always equal to the quantity ordered. The Order pickers must decide the quantity to ship and backorder. The Invoice operator is responsible for changing the backorder and ship quantities to actual amounts. Backorders are generated as a by-product of the Invoicing cycle.
If you are using an Internal method of stock control, the shipped quantity is based on the Product's available quantity. Order pickers must ship only those items with a line status of 'Shippable' on the picking slip. Any deviations from the shipping documents result in erosion to the Inventory file quantities.
If the Product detail line is 'Future Dated', the shipped quantity is set to zero until the Order line is released.
OE30/Lines Assembled Set Detail line
- Models (MO):
Note: If a Model contains a Serial or Lot Controlled Product, the Commit Lots and Serial Numbers screen open once the Selected Model window is closed.
- To modify a Model's components or to edit the Order Quantity, double click on the 'Header'. You cannot select the components of a Model type Product for modification.
- If you try to recall a component line, the following message displays: "Model components and remarks cannot be altered. Recall the model line. OK". Click OK to close the message window.
- Whether or not you change the Order Quantity of the Model, the following message displays when the Order line is Updated: "Modify any model components? Yes/No". Select Yes to modify the components or select No to leave the selected component as originally set.
- Regardless of whether you select Yes or No, the following Confirmation message automatically displays: "Modify component lot, serial or bin commitments? Yes/No". (This message displays even if the Model entered does NOT contain Products with Lot, Serial or Bin commitments. In this case, selecting Yes or No results with in the Model being updated without any further manipulation.)
- If the Model contains Products with Lot, Serial or Bin commitments, selecting Yes opens the Commit Lots and Serial Numbers window, allowing you to modify the component entries. Selecting No closes the message window.
- Serial or Lot Controlled Products:
- If the Product entered is 'Serial' or 'Lot' Controlled and is flagged in IM13/Stock as 'Commit Lot/Serial at Order Entry' or has 'at Order Entry' selected from the More Detail Data window (and is not back ordered), the Commit Lots and Serial Numbers window automatically opens.
Commit Lots & Serial Numbers
- The Commit Lot and Serial Numbers window requires you to enter the following information for the current Product:
- Enter the Lot or Serial Number into the available field or click Bin/Lot/Serial to find a Lot or Serial number.
Note: If you enter a Serial number that does not exist, the following message displays: "Serial number does not exist. OK". Click OK to close the message window and re-enter the Serial number. If you enter a Manufacturers Lot or Manufacturers Lot/Production Lot that does not exist, the following message displays: "This product is not available. OK". Click OK to close the message window and re-enter the Lots.
- The selected Lot or Serial number displays in the upper portion of the Commit Lots and Serial Numbers screen along with relevant information about the selection made. Click Update to add the information to the system.
- Once you have entered all the Bin\Lots and\or Serial numbers for the current order line and it has been Updated and the number of entries made matches the Qty to Ship the following message displays: "The commitment entered balances with the quantity to ship. Continue Entries? Yes/No". Select No to close the Commit Lot and Serial Numbers screen and return to OE30/Lines or select Yes to continue entering Bin, Lot or Serial numbers.
Note: If you select Yes and enter more Bin, Lots Serial numbers for the current Order line and then Update and close the screen, the following message displays: "The Commitment entered exceeds the quantity to ship. Add the difference of (x) to the order? Yes/No". Select Yes to increase the order quantity and return to OE30/Lines or select No to cancel the update request.
- If the Commit quantity for the Lot or Serial Product is less than the Order quantity, you must back order or cancel Lot or Serial controlled Products. For more information on back ordering and cancelling Lot or Serial controlled products, click here.
- To modify the Lot, Bin or Serial commitments, double click on the Order line. The Bin/Lot/Serial button becomes available. Click the button to open the Commit Lots and Serial Numbers screen where the necessary changes can be made and updated.
- Dangerous Goods
:
- When a Dangerous Goods Product is sold to a Customer for the first time, a Product detail line is automatically added to the Order for a Material Safety Data Sheet (MSDS) so that the MSDS or Data Sheet is picked and delivered along with the rest of the Order. An MSDS is a pre-printed document that contains chemical content and poison information, handling/storage instructions, warnings, etc. about a dangerous product. For each Dangerous Product with a corresponding Data Sheet, the Product code of the Data Sheet is entered into the 'MSDS Product' field in IM13/Misc.
- If the Customer orders the Dangerous Goods Product again, the Data Sheet is shipped along with the Order only if the Data Sheet is revised or if the Customer has not received the Data Sheet in the last 3 years. (This is determined by comparing the Order date to the MSDS revision date stored in IM13.)
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