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Customer Orders

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The Customer Orders function is applied to capture sales and potential sales. Potential or expected sales, are captured as quotations, planned or firm orders with a percentage certainty that indicates the probability of receiving an actual customer contract.  Actual orders and contracts received are captured with reference to a contract and the lines of the sales order are normally captured with a status of "released", although lines can be added with a status of "firm" to prohibit execution until associated projects have been released or other criteria have been finalized.

 

In a formal manufacturing environment, a collection of Customer Orders forms the independent demand that serves as input for the MPS (Master Production Schedule).  The Master Production Schedule is the main input to the MRP (Material Requirements Planning) function and associated Inventory management activities.

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The function provides multiple options for sourcing of sales prices and discount structures from predefined values and catalogues, as well as embedded profit margin control, credit limit checking and for entry of various line types for product sales, spares sales, product repair and maintenance, customer special configuration sales and for sales of services and defining of project milestones.

Sales related to hire is also catered for and hire transactions in turn relates to sites where the equipment  is applied for use.

Sales catalogues are separated for hire sales and conventional sales.

 

Provision is also made for capturing of other contract meta data such as acceptance criteria, freight terms, settlement terms, advance payments and escalation factors. Customer orders can be captured in foreign currencies and in alternate units of measure. All Contract specific priorities, as well as special requirements for quality, documentation, packaging, marking, shipping, product configuration and others are exposed from Contract Master, providing high visibility of such criteria. Via MRP, contract and project identification and priorities are exposed throughout the supply chain.

 

It provides various tabs and options for entry and maintenance of requirements, order operations (manufacturing or repair tasks) and allows for the linking of specifications, characteristics and external objects that may include contractual documentation, drawings, release certificates, bitmap pictures and others.

 

It has a full interface with the Project management functionality and other related functions such as inventory management, stock allocation, crating, shipping and Debtor Invoicing, Tax interface systems and Product configuration management serial number ranges.

 

Due to the extensive functionality that is provided, the function does require entry of many data fields related to more complex contracts.

Should the sales orders that you need to capture be primarily related to product and spares sales that are shipped from inventory, without the complexity related to currency and unit of measure conversions, the less complex Sales Order Wizard function is recommended for entry of such sales orders.

 

Credit limitations, as well as multiple other default values applied/suggested at the time during sales order entry, are defined via the External Organisation and Sales Catalogue functions.

 

The function also provides features to inform associated Employees of new Sales orders that were captured via internal mail and an Overview feature is also provided to analyze sales order lines of a selected order as per user-defined criteria. Summarized values are also provided for the lines that make up the overview results.

 

To perform an overview of all-Sales orders in the database, the Sales Analysis function can be applied for conventional sales whilst the Hire Sales Analysis function can be applied for sales related to equipment hire.

The function also provides quick jumps to view additional data for sales order lines to functions such as Project Requirements View, Sales Order Price Source, Sales Revenue and Cost of sales and Sales Allocation View.