New features added, version 7.5.2
The system can be set up so that purchase order receipts for sales order are handled differently from other receipts. Sales order receipts can be moved to a separate receiving hold area or automatically shipped, according to the settings and circumstances of the sales order and its receipt.
If you are using the [Receive PO] button in program REOM, One Step Receiver Entry/Maintenance, auto-shipping will not occur until the [Close PO/Receiver] button is pressed.
When automatically shipping receipts, the standard cost after the receipt is used for the sales order line and general ledger posting.
Receipts Assigned to Sales Orders
Receipts Not Assigned to Sales Orders
Shipping Receipts for Multiple Line Sales Orders with program OESB, Sales Order Batch Shipping
Setup for Sales Order Receipts
Providing that the Auto-Ship Receipts in REOM flag is set to on in program ILPM, Plant Code Maintenance, this feature works as follows:
When the receiver that is assigned to a sales order is entered in program REOM, One Step Receiver Entry/Maintenance, the system determines if the sales order can be automatically shipped.
* For sales orders with a single line to which the receiver is assigned, the lesser of the quantity ordered or the quantity received will be automatically shipped. If there is any quantity received left over after the sales order line was shipped, that quantity will be moved to the receiving area and bin defined for the plant in program ILPM, Plant Code Maintenance.
* For sales orders with multiple lines, all receipts assigned to that sales order will be moved to the receiving area and bin defined for the plant in program ILPM, Plant Code Maintenance, to be shipped using program RELX, Shipping New Receipts Batch Control, program OESB, Sales Order Batch Shipping, or one of the other sales order shipping programs.
Once shipping and inventory movement have been determined, the program will print labels indicating how the inventory was handled.
* SHIP - This label indicates that the single line sales order was shipped and the status of the sales order is now either J - Confirmed Incomplete or S - Confirmed Complete, depending on whether the order is a ship complete only order.
* OESC - This label is printed for non-stocked and non-maintain on hand items. It indicates that with the sales order was a single line sales order whose status is not O - Complete, or that the shipping process failed for some reason.
* HOLD - This label is printed when the order was not shipped due to one of the following:
* The sales order is on hold, and the item received is a non-stocked or non-maintain on hand item.
* The item is a modular component and the item received is a non-maintain on hand item.
* The sales order is a ship complete only order, and the quantity received was insufficient to ship the sales order completely.
* The sales order is a multiple line sales order, and the item received is a non-stocked or non-maintain on hand item.
* PUTAWAY - This label is printed when the sales order line meets one of the following conditions:
* The sales order is cancelled or has bee invoiced.
* The sales order status is not O - Complete, the item received is a stocked item, and the sales order line has been received on multiple receivers.
* The item is a stocked modular component item.
* The sales order line is for a different plant than the receiving line.
* The sales order is on hold and the item received is a stocked item.
* The sales order is a multiple line sales order, and the item received is a stocked item.
* The shipping process failed for some reason, and the item received is a stocked item.
* The purchase order line is not assigned to a sales order, and no open sales orders with a single line can be found to ship with this receipt.
When SHIP, HOLD, or OESC labels are printed for the components of model items on sales order lines, the first component received will have the label printed with the model number as the item number, the quantity ordered for the model as the quantity, and the first maintain on hand component for the model as the component received, regardless of the actual component being received.
If the item is a component of a model item on a sales order line, and a component item had been received previously for that same model item and sales order line, then a label will not be printed.
Providing that the Auto-Ship Receipts in REOM flag is set to on in program ILPM, Plant Code Maintenance, this feature works as follows:
For receivers entered that are not assigned to sales orders, the following occurs:
* If the item is a non stocked or non-maintain on hand item, nothing will happen.
* If the item is a stocked item, the system will determine if a sales order exists with a single sales order line for the received item. If one exists, the sales order line will be shipped. This will continue until the entire quantity received is used.
Once shipping and inventory movement have been determined, the program will print labels indicating how the inventory was handled.
* SHIP - This label indicates that a single line sales order was shipped and the status of the sales order is now either J - Confirmed Incomplete or S - Confirmed Complete, depending on whether the order is a ship complete only order.
* PUTAWAY - This label is printed if the purchase order line is not assigned to a sales order, and no open sales orders with a single line can be found to ship with this receipt.
If the Ship Purchased Non-Maintain on Hand flag is set to on in program ILPM, Plant Code Maintenance, program OESB, Sales Order Batch Shipping, will ship non-maintain on hand and non stocked items out of the receiving stock area and bin location.
* When the Ship Purchased Non Maintain on Hand flag is set to on and the Items to Batch Ship pop-list is set to Maintain on Hand Only in program ILPM, Plant Code Maintenance, program OESB, Sales Order Batch Shipping, will also ship non-maintain on hand items and non-stocked items that have been purchased and received according to the purchase orders on the sales order line. The lesser of the quantity received and quantity ordered will be shipped.
* When the Ship Purchased Non Maintain on Hand flag is set to on and the Items to Batch Ship pop-list is set to All Items in program ILPM, Plant Code Maintenance, program OESB, Sales Order Batch Shipping, will look for receipts against sales order lines for non maintain on hand items and non stocked items. If a quantity has been received for the sales order line item, the sales order line will be shipped out of the receiving area and bin.
If a sales order line for a non-stocked or non-maintain on hand item is not assigned to a purchase order, it will be shipped with the quantity shipped equal to the quantity ordered.
* When the Ship Purchased Non Maintain on Hand flag is set to off, and the Items to Batch Ship pop-list is set to Maintain on Hand Only in program ILPM, Plant Code Maintenance, program OESB, Sales Order Batch Shipping, will not ship non-stocked and non-maintain on hand items.
If the pop-list is set to Maintain on Hand Only, and the Mode of Operation is set to Fully Ship on All Lines, or the Ship Complete flag is set to on for the sales order, program OESB, Sales Order Batch Shipping, will not ship the sales order if one of the order lines is a non-maintain on hand item.
* When the Ship Purchased Non Maintain on Hand flag is set to off, and the Items to Batch Ship pop-list is set to All Items, stocked items, non-maintain on hand items, and non-stocked items will be shipped when program OESB, Sales Order Batch Shipping, is run. The quantity shipped will be equal to the quantity ordered for non-maintain on hand items, and non-stocked items.
Shipping of multiple line sales orders from receiving locations can also be accomplished in program RELX, Shipping New Receipts Batch Control, program OEQS, Order Entry Quick Ship, or program OESC, Shipping Confirmation.
Enter the default receiving area and bin for the plant. Set the Auto Ship Receipts in REOM flag to the desired setting.
For batch shipping receipts, set the Ship Purchased Non-Maintain on Hand flag to the desired setting.
Set up other Batch Shipping settings as desired.
Complete the Label Printing for Receipts section for the LPS_ settings for label printing.