Hello! Today the Sales Manager confirms the sales order and starts the shipment process.
As you may remember, in the previous training lesson, we have created the sales order with two lines.
The Sales Manager calls the Customer and agrees the order details. Since all order details are correct, the Sales Manager prints the Confirmation document.
The Sales Manager goes to Accounts receivable > Common Forms > Sales order details. The Sales order form opens. The Sales Manager clicks Posting > Confirmation menu button. The Posting confirmation form opens. Then, the Sales Manager selects the Print confirmation check box and clicks the OK button. The Confirmation document is printed.
The Sales Manager sends this document to the Customer. This document is a guarantee that the Sales Manager and the Customer have cut a deal.
Before starting the shipment process, let’s check what inventory transaction is generated when a sales order line is created.
In the line area of the Sales order form, click the Inventory > Transactions menu button. The Transactions form opens.
The Transactions form contains a lot of information, but we will keep track of the quantity, dimension, and status of transactions.
The On order issue status means that the item is ordered for pick.
Let’s view all dimensions in the Transactions form. Click Inventory > Dimensions display > select all check boxes (the Save setup check box also) > click OK.
The following information appears:
The Location dimension is set to Out_01. That is because when we create a sales line, default values are taken from the warehouse setup: Inventory management > Setup > Inventory breakdown > Warehouses > set cursor to warehouse 22 > click Warehouse management tab > Default issue location field.
Default issue location can be set up for each item under Inventory management > Common Forms > Item details > find the Bottle item > Setup button > Warehouse items button > Locations tab > Default issue location field.
First of all the Sales Manager creates warehouse orders. Warehouse orders are created from sales lines. In Axapta, a warehouse order has the following types: output order, transport order, and a pick order. For the shipment process, the output order is required. Remember that an output order is a kind of a warehouse order.
To create an output order, the Sales Manager performs the following steps:
The Transactions button shows the output order lines. For example, order lines can contain the following information – 400 bottles loaded, 300 bottles picked,… etc. If we click this button, the empty Inventory order transaction form opens.
If we look at the inventory transaction (clicking Inventory > Transactions), we will find that nothing is changed – Issue status is On order.
Create the output order for the Can item yourselves.
Now, the Sales Manager finishes his or her work.
The Shipment Manager must register an empty truck in the system. But, unfortunately Axapta doesn’t have the ability to manage trucks. Instead of this the shipment is used.
The Shipment Manager creates one shipment:
The new shipment is created and the two output orders generated from our sales order are assigned to this shipment
If we click the Show lines button, the output order lines will be shown. Be aware that it is not the output order but the output order lines. These lines were generated during the shipment creation process.
We can return to the Sales order form and click Inventory > Output orders > Transactions. The Inventory order transaction form now contains the following information:
We will look at the Handling status field. The Registered status means that the output order line is created and assigned to the shipment.
The inventory transaction status remains OnOrdered.
The Warehouse Worker will transfer the items to the outbound location on the pallet, so the requested output order quantity is divided to parts that will fit the pallet capacity.
The Shipment form has following view:
We can see that the shipment status is changed from Loaded to Sent. It means that the shipment is finished and the truck is released.
The shipment lines handling status is now Completed.
The Inventory transactions issue status remains Picked.
The Shipment Manager releases the truck.
In this training, we have gone through the shipment process. The following steps have been discussed:
In the next training lesson, we will discuss what a Packing slip is.