Orders - Implementation
Prerequisites
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Dependent activity codes
These codes are never entered in folder management, because their value is calculated :
KAG (Argentinean localization), RE1 (Sales rep 1), RE2 (Sales rep 2), SI1 (Product statistical group 1), SI2 (Product statistical group 2), SI3 (Product statistical group 3), SI4 (Product statistical group 4), SI5 (Product statistical group 5), SP1 (Sales charge / discount 1), SP2 (Sales charge / discount 2), SP3 (Sales charge / discount 3), SP4 (Sales charge / discount 4), SP5 (Sales charge / discount 5), SP6 (Sales charge / discount 6), SP7 (Sales charge / discount 7), SP8 (Sales charge / discount 8), SP9 (Sales charge / discount 9).
Functional
CFG :
Configurator
DEB :
EU exchange declaration
ECC :
Product version management
EDIX3 :
Paperless document exchange
LND :
Loan management
LTA :
Local taxing
PJM :
Project management
PREPM :
Prepayment invoice management
SDD :
SDD management
SEPP :
Credit card integration
SMI :
Integrale migration
WRH :
Warehouse management
Sizing
ANA :
No. of analytical dimensions
BOD :
Number of BOM components
REP :
Sales reps
SFI :
Max. no. entered inv. elts
SFIV :
Max. no. valued inv. elts
SFL :
No. invoice elts distributed
SOH :
Number of sales order lines
SPR :
Maximum sales charges/discount
STC :
Sales statistical groups
STI :
Product statistical groups
Localization
KPO :
Portuguese Localization
KUS :
Localization USA
General parameters
The following general parameters may change the way the function is working :
Purchase
PURCTLPRI0 (defined at level Site) : Purchase price existence control
Inventory
GENSHT (defined at level Site) : Generate shortages
Common Data
CTLOPPCOD (defined at level Folder) : Project code control
NOTATI (defined at level Site) : Price / Amount +tax / -tax
OSTCTL (defined at level Company) : Cus. author. credit ctrl level
OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.
PJTSNGDOC (defined at level Company) : Single-project document
SALDSPVOU (defined at level Company) : Volume unit to affect
SALDSPWEU (defined at level Company) : Weight units to affect
Sales
ALLTYP (defined at level Company) : Allocation type
APPSOH (defined at level Company) : Order signature management
CCLRENORD (defined at level Company) : Order cancellation reason
CTLBETFCY (defined at level Site) : Credit&price intersite ctrl
CTLTAX (defined at level Company) : Tax code control
DACMANSAL (defined at level Site) : Default price reason - manual
DAYNBR (defined at level Company) : Calculate expected issue date
DIRORDCTL (defined at level Company) : Back-to-back if credit exceeded
FOCPRI (defined at level Site) : Free product valuation
GRPNBRFOC (defined at level Site) : Grouped prices : free
GRPPRI (defined at level Site) : Group price management
HLDREL (defined at level User) : Authorize manual order hold
INIALLORD (defined at level Company) : Init qty to allocate to order
INVCNDFREE (defined at level Company) : Free item invoicing term
LINBPD (defined at level Site) : Ship-to customer on detail
LINREP (defined at level Site) : Sales rep on detail
LOKORD (defined at level Site) : Order blocked if no prepayment
OSTLND (defined at level Company) : Loan in order total
OSTORD (defined at level Company) : On order in order total
RSTALLORD (defined at level Site) : Re-instate order allocations
SALREN (defined at level Site) : Require price reasons
SALREV (defined at level Site) : Revision management
SALRND (defined at level Site) : Round unit price
SALTEXLIN (defined at level Site) : Product text tracking
SALTEXORD (defined at level Site) : Order text position
SCDTUNL (defined at level User) : Authorization to unlock order
SDACLOK (defined at level User) : Non block ctrl price,profit,qt
SDHTYPLND (defined at level Site) : Loan delivery type
SDHTYPNOR (defined at level Site) : Standard delivery type
SIVTYP (defined at level Site) : User invoice type
SOHAPPALL (defined at level Company) : Allocation on unsigned order
SOHAPPCLE (defined at level Company) : Close order if sig. rejected
SOHAPPORD (defined at level Company) : Product WIP on unsig. order
SOHAPPOST (defined at level Company) : Author. credit on unsig. order
SOHTYPINV (defined at level User) : Direct invoice order type
SOHTYPLND (defined at level User) : Loan order type
SOHTYPNOR (defined at level User) : Normal order type
SOHVALLIG (defined at level Company) : Line order valuation
SPRIMOD (defined at level User) : Modify prices/discounts
UPDCUR (defined at level Site) : Modify currency
UPDPRISAL (defined at level Site) : Default price reason - base
USERERBPC (defined at level Site) : Consumption of cust. reserv.
WRNEXETAX (defined at level Company) : EXETAX use warning
Sequence numbers
The sequence numbers used to number the documents managed by this function are :
INV : Inventory Counts
INV : Inventory Counts
INV : Inventory Counts
The sequence number assignment function defines the sequence number which is used
Accounting interface
Default dimensions
The default dimensions sections assignment is performed through the following codes :
(defined at level Company)
SOH (All companies ) : Sales Order header
SOP (All companies ) : Sales Order Line
SOV (All companies ) : Order invoice elements
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
As data is linked to a site, a filter per site can be activated.
The following options can be activated or deactivated for each user :
Proforma
Delivery
Invoice
Allocation
Close
Preparation
Issuing
Purchase back-to-back order
Manufacturing automatic PO
Entry transactions
This function is managed with entry transactions which can be set up.
A standard transaction is suggested when installing the software. A setup function is used to modify this standard transaction or create new personalized transactions. This setup essentially exists to specify some functional characteristics of the transaction and display as well as the default loading for certain fields.
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. They must be populated if necessary :
Miscellaneous table number 201 : Close reasons
Tables to be completed
The following tables are used by the function. Their content must be updated if necessary :
|
Table |
Table description |
|---|---|
|
TABSOHTYP [TSO] |
|
|
TABPAYTERM [TPT] |
|
|
TABMODELIV [TMD] |
Product record
For loan orders, the product must be managed by location (Product/site record, Management section) and the loan authorization must be selected (Product record, Sales section).
To perform a back-to-back order on a product, the Back-to-back order check box of the Sales section must be selected. There are three types of direct orders:
- The purchase back-to-back order with receipt
- The direct purchase back-to-back order (the supplier delivers the goods to the customer)
- The production back-to-back order
The type of back-to-back order suggested by default depends on the product category, on the type of reorder suggestion defined on the Product-site record and on the Direct quantity defined in the Sales section of the product record.
For orders applying to service contracts, the order type used must be either normal or a direct invoicing. The product entered in the order line must not be managed in stock but it must be set to the service contract type and associated with a reference service contract in the After-sales section. On exiting order entry, the line carrying the contract product is automatically closed (which implies that a service contract are not included in the customer credit), and the service contract are automatically created using the contracts of the template contract.
The service contract start date is equal to the shipment date and the contract amount (on an annual basis) is equal to the net price entered in the order.
If the quantity entered for a service contract is greater than one unit, a message asks you the following question when saving the order: “Do you want to create several identical contracts?”
- If you answer No, the system only creates a single service contract for an amount equal to the net price multiplied by the entered quantity.
- If you answer Yes, the system creates as many service contracts as there are ordered quantities.
It should be specified that the contract product cannot be delivered and that the invoicing of this order line can be carried out by picking the contract available in the invoice management or automatic invoicing processing of service contracts. The invoiced amount then depends on the service contract and on the invoicing frequency. The amount entered in the order line corresponds to the total fee of the contract (see Service contracts management).
Customer record
For loan orders, the customer must be authorized for loans (Customer record, Management section).
Moreover, a Customer type location (stock at a BP premises) must be defined for the relevant delivery address.
Linked workflow rules
The following rules are active when the APPSOH sales parameter authorizes the Management of the signature circuit on orders:
Tables used
The following tables are implemented by the function :
|
Table |
Table description |
|---|---|
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
BPCUSTMVT [MVC] |
Customer transactions |
|
BPCUSTOMER [BPC] |
|
|
BPDLVCUST [BPD] |
|
|
CPTANALIN [CAL] |
Analytical accounting lines |
|
FACILITY [FCY] |
|
|
GACCDUDATE [DUD] |
Open items |
|
ITMBPC [ITU] |
|
|
ITMCATEG [ITG] |
|
|
ITMFACILIT [ITF] |
|
|
ITMMASTER [ITM] |
|
|
ITMMVT [ITV] |
Product-site totals |
|
ITMSALES [ITS] |
|
|
ITMWRH [ITW] |
|
|
ORDERS [ORD] |
WIP |
|
PRICSTRUCT [PRS] |
|
|
SALESREP [REP] |
|
|
SORDER [SOH] |
Sales orders - header |
|
SORDERP [SOP] |
Sales orders - price |
|
SORDERQ [SOQ] |
Sales orders - quantities |
|
SPRICLINK [SPK] |
Sales price list search |
|
SPRICLIST [SPL] |
Customer price lists |
|
SQUOTE [SQH] |
|
|
SQUOTED [SQD] |
Quote detail |
|
STOALL [STA] |
Allocations |
|
STOCK [STO] |
Stock |
|
SVCRFOOT [SVF] |
Sales document - footer el. |
|
SVCRVAT [SVV] |
Sales document - tax |
|
TABCUR [TCU] |
|
|
TABMODELIV [TMD] |
|
|
TABPRTMOD [TPM] |
|
|
TABSOHTYP [TSO] |
|
|
TABUNIT [TUN] |
|
|
VSORDER [VOH] |
Sales order history - header |
|
VSORDERP [VOP] |
Sales order history - price |
|
VSORDERQ [VOQ] |
Sales order history - Qties. |
|
WAREHOUSE [WRH] |
80 80 8 Back-to-back
This option is used to generate a purchase back-to-back order in a customized manner, without using the automatic generation function Purchase back-to-back orders.
Update 8.0.0 and higher:
Purchase back-to-back orders are prohibited when the PURCTLPRI0 - Purchase price existence control parameter (ACH chapter, PRI group) is set to 'Control' and the product has no price:
- The system has found no purchase price list for the back-to-back order supplier.
- no purchase base price is entered on the product record,
- The product has no standard cost, or the PURPRICE - Price by default standard cost parameter (chapter ACH, group PRI) is set to 'No'.
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