User Manual-OM-ASECO.DOC

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    Al Shirawi Group of Companies – OIC –

    ASECO and associated companiesORDER MANAGEMENT

    TRAINING MANA!

    Author: Srinivas Kunapuli/ J.Somasundaram

    Creation Date: 20-Jan-2008

    Last Updated:

    Doument !e": AS#$SD$AS%C&$&'$().0

    (ersion: ).)

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    Document Control

    Change Record

    *

    Date Author Version Change Reference

    0)-JA+-08 J.Somasundaram ).)

    Reviewers

    Name Position

    ,admanah K Sheno ,roet 'anaer

    Distribution

    CopyNo.

    Name Location

    ) Lirar 'aster ,roet Lirar2 ,roet 'anaer

    *

    1

    Note o !olders"

    " ou reeive an eletroni op o" this doument and print it out3 please4rite our name on the e5uivalent o" the over pae3 "or doumentontrol purposes.

    " ou reeive a hard op o" this doument3 please 4rite our name onthe "ront over3 "or doument ontrol purposes.

     6rainin manual-&'-AS%C& Attahments to an order

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    Contents

    Doument Control....................................................................................... ii

    ). %nter and oo7 a sales order...........................................................1

    2. Attahments to an order................................................................)2

    *. Add ne4 lines to the oo7ed order................................................20

    1. Canel order line and order a"ter oo7in.....................................21

    . Alloate item and ship on9rm......................................................*

    ;. Sales order "or returnale items....................................................<

    . !eturn material Authori=ation >!'A?.............................................

    8. %nterin D@@ value in the sales order............................................8;

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    #. $nter and boo% a sales order

     

    To enter and Book a standard order:Orders, Returns > Sales Orders – Order information TabOrder Information:Input data: Main TabCustomer = “______”Bill to siteShi to siteOrder T!e = “______”"ate Ordered = “______”#ri$e %ist = &"efaults'

     

    Input data: Others Tab#a!ment Terms

    (are )ouse = &"efaults'

    Others Tab:

     6rainin manual-&'-AS%C& Attahments to an order

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    Enter Sales Order Lines: (Line items tab)

    Input data: Line items TabOrdered *tem = “______”Order +uantit! = “______”O- = &"efaults'Sellin. #ri$e = “______”Re/uest "ate = &"efaults'

     6rainin manual-&'-AS%C& Attahments to an order

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    S$hedule Shi "ate = “______”

    on enterin. the unit ri$e, a ne0 0indo0 oens1 Sele$t “Sur$har.e “1

     6rainin manual-&'-AS%C& Attahments to an order

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    Availability:

    Viein! Availability details

     6rainin manual-&'-AS%C&

    Cli$k 23ailabilit! Button to 3ie0a3ailabilit! details

    Attahments to an order

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    Enterin! S"heduled Ship #ate$

     6rainin manual-&'-AS%C& Attahments to an order

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    Vie the Order %eader status

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Vie the Line Status:

     6rainin manual-&'-AS%C& Attahments to an order

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     6rainin manual-&'-AS%C& Attahments to an order

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    &. Attachments to an order

     Orders Return > Order Or.ani4er1Input data:

    Order 5umber = “____”

    Openin! the sales Order &orm to atta"h a do"ument

     6rainin manual-&'-AS%C&

    Cli7 thisutton

    Attahments to an order

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    Sales Order &orm opens:

     6rainin manual-&'-AS%C&

    Cli7 thisutton

    Attahments to an order

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    Atta"hin! a #o"ument

     6rainin manual-&'-AS%C& Attahments to an order

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    Atta"hment indo opens

    Input data:

    Cate.or! 6ield =”_____”"ata T!e =”______”6ile #ath = “______”

    Atta"hments indo: Sele"t "ate!ory

     6rainin manual-&'-AS%C&

    Cli$k this

    Button

    Attahments to an order

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    Sele"t #ata type:

    'ploadin! a &ile:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    To Vie the Atta"hed &ile details:Sour"e tab

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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     6rainin manual-&'-AS%C& Attahments to an order

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    '. Add new lines to the boo%ed order

     Orders, Return > Order Or.ani4er1

    Input data:

    Order 5umber   ****+

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Cli$k thisButton

    Attahments to an order

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    Sales Orders, Order Information Tab

    Vie the Order details

     6rainin manual-&'-AS%C& Attahments to an order

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    Sales Orders, Line Items Tab7nter %ine "etails &to be added to a alread! Booked Order'

    Input data: Line items TabOrdered *tem = “______”Order +uantit! = “______”O- = &"efaults'

    Sellin. #ri$e = “______”Re/uest "ate = &"efaults'S$hedule Shi "ate = “______”

     6rainin manual-&'-AS%C& Attahments to an order

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     6rainin manual-&'-AS%C& Attahments to an order

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    (. Cancel order line and order after boo%ing

     -an"elin! a Line in a .oo/ed Order:

    Sele$t the Order throu.h Order Or.ani4er and sele$t the %ine to be $an$elled1

     2$tions Button8 Sele$t “$an$el” button 8 Cli$k O9

    -an"el Lines 0indo appears:

    Sele$t the $an$ellation reason from %O

     6rainin manual-&'-AS%C&

    Cli7 thisutton

    Attahments to an order

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    Enter "omment (Optional)

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Vie the Line status -an"elled+ and 1uantity be"ome 2ero+

     6rainin manual-&'-AS%C& Attahments to an order

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    -an"elin! a .oo/ed Order:

    +uer!in. for a booked order usin. %ine 5umber:Orders Return > Order Or.ani4er Input data:Order number=”____”

     6rainin manual-&'-AS%C& Attahments to an order

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    Sales Order &orm Opens

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Sele"t &rom LOV in A"tions 0indo +-an"el”

     6rainin manual-&'-AS%C& Attahments to an order

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    Sele"t -an"ellation 3easons form LOV:,

    Enter "omments (Optional)

     6rainin manual-&'-AS%C& Attahments to an order

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    4ote messa!e appears after "an"ellation:

    3e5uery Order to see the "han!es:Orders Return > Order Or.ani4er Input data:Order number = “_____”

     6rainin manual-&'-AS%C& Attahments to an order

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    Vie the Status:

     6rainin manual-&'-AS%C& Attahments to an order

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    Viein! -an"elled Order status

     6rainin manual-&'-AS%C& Attahments to an order

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    Viein! Line status:

     6rainin manual-&'-AS%C& Attahments to an order

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     6rainin manual-&'-AS%C& Attahments to an order

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    ). Allocate item and ship con*rm

     Sales Order .oo/ed:

    Order read! for shiin. 0ith the status “Aaitin! for Shippin!+

     6rainin manual-&'-AS%C& Attahments to an order

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    Shippin! transa"tion &orm:Shiin. > Transa$tion

    +uer! mana.er 6orm OensInput data:Order 5umber = ”_____”

     6rainin manual-&'-AS%C& Attahments to an order

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    Shippin! Transa"tion &orm:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    -on"urrent 3e5uests submitted

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Vie output of the 3e5uest

    3eport:

    Line status "han!ed &rom 3eady to release+ to3eleased to arehouse+:

     6rainin manual-&'-AS%C&

    -o3e order #i$kSli

    Attahments to an order

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    4ote don the Move order 4umber 6enerated$

     6rainin manual-&'-AS%C& Attahments to an order

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    In Inventory responsibility7 Allo"ate materials a!ainst this orderand Transa"t Move order:*n3entor! > -o3e orders > Transa$t -o3e orders

    Input data:-o3e order number = “______”

     6rainin manual-&'-AS%C& Attahments to an order

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    Move orders

    Sele"t the line by "he"/ mar/

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    A!ain7 sele"t this Line and -li"/ Vie8Allo"ate$

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Transa"t Move order Line allo"ation details:Input #ata:

    Sub in3entor! = “____”

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Allo"atin! Serial "ontrolled items:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Shippin! Line Status "han!ed to sta!ed8 ship "onfirmed+

     6rainin manual-&'-AS%C& Attahments to an order

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    Ship -onfirm:

     6rainin manual-&'-AS%C& Attahments to an order

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    -onfirm #elivery:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Sele$t"eli3er!”ab

    Attahments to an order

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     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Shippin! Line !ets Interfa"ed ith A""ounts 3e"eivables

    1ueryin! to Vie Order Line Status

    Orders, Returns> Order Or.ani4er 

    Input data:

    Order number= “______”

     6rainin manual-&'-AS%C& Attahments to an order

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     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Sales Order &orm

     6rainin manual-&'-AS%C& Attahments to an order

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    Line status -losed+

    A"ter invoie is made "or this sales order the @inanae3 the the details an e vie4ed a s "ollo4s.

    Vie Additional Line Information of the Sales order line:

    Sales order 6orm – %ine items Tab8 2$tions Button8 2dditional *nformation>

     6rainin manual-&'-AS%C& Attahments to an order

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    Additional Information 0indo:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    +. ,ales order for returnable items

     

    Sales Order .oo/in!:Orders, Returns> Sales Orders:

    Input data: Main TabCustomer = “______”Order T!e = “______”"ate Ordered = “______”#ri$e %ist =&"efaults'

    Main Tab

    Input data: Others Tab#a!ment Terms = &"efaults'(are )ouse = &"efaults'

    Line Items Tab:Sellin! 9ri"e ero

     6rainin manual-&'-AS%C& Attahments to an order

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    9ro"ess shippin! transa"tion for this Order$

    After shippin! transa"tion7 Lines interfa"ed ith re"eivables:Shiin. Transa$tion 6orm:

    Sales order Lines -losed

     6rainin manual-&'-AS%C& Attahments to an order

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    .oo/in! a 3eturn Order for this Item from "ustomer site

    Orders, Returns> Order Or.ani4er Order number=”___”

     6rainin manual-&'-AS%C& Attahments to an order

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    Sales Order &orm Open ith #etails:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Cli$k thisButton

    Attahments to an order

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    -opyin! the line Items for "reatin! return order:

    Sales Order form ; Order Information Tab:

     6rainin manual-&'-AS%C& Attahments to an order

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    A"tions, -opy

    -han!e the Order type to 3eturn 3e"eipt+-opy &orm:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Enterin! reasons for return:-opy &orm:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    4ote don the Order number for 3eturn:

    9ro"ess Messa!e 0indo

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    1ueryin! for 3eturn order 4umber:Orders, Returns> Sales Orders

    #ress 6;; &/uer!'Input data:Order 5umber=” &5oted number in the re3ious a.e'

     6rainin manual-&'-AS%C& Attahments to an order

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    #ress $trl

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    3eturn 1uantity ill be 4e!ative and 9urple in -olour:

     6rainin manual-&'-AS%C& Attahments to an order

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    Vie 3eturn reason and Sales Order referen"e details:Sales Order Line Items$3eturns Tab

     6rainin manual-&'-AS%C& Attahments to an order

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    3e"eivin! the 3eturn Material

    Sele$t “#ur$hasin. Suer user Resonsibilit!

    Re$ei3in. > Re$eits

    Input data:

    3MA 4'M.E3+*****+$ Cli$k 6ind Button

     6rainin manual-&'-AS%C& Attahments to an order

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    +uantit!=”__”

    4ote don the re"eipt number:

     6rainin manual-&'-AS%C& Attahments to an order

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    Sele"t the sub inventory to be re"eived$

     6rainin manual-&'-AS%C& Attahments to an order

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    -apturin! the serial numbers of the 3eturn Items

    Serial 7ntr! S$reen:

     6rainin manual-&'-AS%C& Attahments to an order

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    -. Return material Authoriation /R0A1

     Sales Order .oo/in!To 7nter and Book a standard order:Orders, Returns > Sales Orders – Order information Tab

    1Order Information:Input data: Main TabCustomer = “______”Order T!e = “______”"ate Ordered = “______”#ri$e %ist =&"efaults'

    After Shippin! Order line7 Status is "losed:

     6rainin manual-&'-AS%C& Attahments to an order

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    -opyin! the Order to "reate 3eturn Order 

     2$tions8 Co!

     6rainin manual-&'-AS%C& Attahments to an order

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    -han!e the Order Type and Enter 3eturn reasons

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    4ote don the Order 4umber:

     6rainin manual-&'-AS%C&

    Cli$k thisButton

    Attahments to an order

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    Open the Sales order:Orders, Returns > Sales Orders – Order information Tab

     6rainin manual-&'-AS%C& Attahments to an order

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    1uantity field "han!e to 9urple "olour for 3eturn orders:

     6rainin manual-&'-AS%C& Attahments to an order

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    2. $ntering D33 value in the sales order

     Upon enterin the header details3 li7 on the D@@ as elo4.

    Selet Bes or B+& "rom the L&( "or BLC !e5dE

    And3 proeed 4ith Line details.

     6rainin manual-&'-AS%C& Attahments to an order

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    4. 5rant ,hipping Role to 6ser

     A,$C7 7rder 0anagement ,uper6ser8,etup8,hipping8Roles and 5rants de*nition85rants

    &C ,roess:&rder'anaement

    usiness Area: &rder 'anaement Date:

    Control +umer: FG

    ,riorit>H3 '3 L?: F,riorit >H?G

    ,roess &4ner: &rder 'anaement

    Description"  Use this 4indo4 to assin shippin role to user

    ser "MAR

    Role ASECO Shippin# Role

    Or# AEC