Sales Order Default Setup
|
Sales Order Approval Required
|
Check this box if a Sales Order Approval is required upon saving
|
| Sales Orders will drive MRP unless this box is checked. Then new sales orders will default to MRP ON HOLD for all items |
When this option check it will automatically check the MRP on Hold box when adding a SO Line item. This option will turn off the function of the Sales Order driving the demands for the MRP and just use Work Order for buying components. If unchecked, then the system will operate as it normally has.
When using the system in this mode if you create a WO Manually, the MRP will tell you to cancel the WO since there is no SO demand. This can be solved one of two ways:
Use the MPS module(Forecast) or Open/create Firm planned WO's so the MRP will not keep instructing you to cancel the order.
This is a perfect solution for customers who wants to build products based on forecast or promised to maintain certain amount of FGI in inventory. They can use the MPS module to accomplish this and use the SO to ship products from FGI inventory.
MRP will not consider any SO item for the demands if marked as MRP on Hold.
|
Sales Order Upload from XL Default Setup
|
Auto Approve SO when importing from XL
|
When this option is checked the system will automatically Approve the SO when importing SO information from XL |
|
Auto Acknowledge SO when importing from XL
|
When this option is checked the system will automatically Acknowledge the SO when importing SO information from XL |
Sales Discount Types
In this set up screen, the user enters discount terms and applicable percentages which will be used at the time of Sales Order data entry.
| Description |
Enter a description for the discount. This field is a free form field. |
| Discount |
Enter the percent field for the applicable discount percentage. Note: System will NOT allow user to enter a negative discount
|
| 