1. Customer Sales Order Status
1.1. Prerequisites for Customer SO Status

Prerequisites for Viewing:

Security

After activation, "Customer Order Status" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

Customer

The Customer must have been set up in the Customer Information module.
Sales Orders

The Sales Order must have been entered via Sales Order Management module.
Packing List

The shipment must have been entered via Packing List Management module.
Contacts

If used, the contacts used at the customer.

1.2. Introduction for Customer SO Status

This screen allows program managers to quickly gather information on any open order for a selected customer.  It pulls data from inventory and production and provides visiblity of component shortages, notes from the production floor, current status of each job in production, and shipping history including packing list numbers and tracking numbers.  This screen is automatically updated as production and inventory personnel record transactions are entered in the system.

1.3. Fields & Definitions for Customer SO Status
1.3.1. Customer List Tab

Customer Customer Name
City City where customer is located 
Customer No System Assigned Customer Number  

1.3.2. Customer Order Status Tab

Part Number  Product Number and Revision
Order Date Date Order was Placed 
Purchase Order Customer Purchase Order Number
Sales Order  System Sales Order Number 
Order Qty   Order Quantity
Shpd Qty   Quantity Shipped
Back Order   Quantity on Back Order

Deliver Schedule

  Special Notes for the Work Order Listed
  Shortages for the Work Order Listed
Due Date Due Date listed on the Work Order Listed
Work Order Work Order Number 
Released An X indicates that the Work Order has been Released
Quantity Total Quantity Work Order Listed is for

Work In Process

  Special Notes for the Work Center highlighted on the Work Order Listed 
Work Center Work Centers for the Work Order Listed
Quantity Quantity in that Work Center 

1.4. How To ..... for Customer SO Status
1.4.1. Find Customer Sales Order Status

To enter the module, select Sales Management / Sales Order Management / Customer Sales Order Status, as illustrated.

  

Selecting the Customer Sales Order Status will bring up the following screen:

Select the Customer and then the Customer Order Status Information Tab. This will bring up details regarding the Customer Orders indicating part numbers, order date, purchase order number, sales order number, order quantity, shipped quantity, and back order.  The user may sort by Part Number, Order Date, Purchase Order or Sales Order by depressing the desired button. If there are any of the note buttons lit in red, the user may view the notes by depressing on the desired Note button.

 See screen below:

 

Selecting the Ship History button, will bring up the following screen: 

The ship history screen displays: Packing List number, Ship date, Part number, Revision number, Quantity shipped, Shipped Via, and the Waybill number.

Delivery Schedule Section

For the Sales Order highlighted, the Delivery Schedule section will display in the left hand corner of the screen.

If there are any notes regarding the Work Order, the button will be lit in red.  Depressing on the Shortage button will reveal an shortages associated with this Work Order. 

For the Work Order highlighted, the Work Center identification, Part Number, Revision Number, /Unit, Short Quantity, Number of Units and Part Source will display.

Highlighting a particular Work Order will display Work In Process status for that Work Order. The Work Center and Quantity will display. Depress the WO-WC Note to view notes regarding the Work Center highlighted. 

1.5. ManEx Minutes (SO Status)