19 – Sales Order

You can enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the Sales Orders window. You can order standard items, both shippable and non-shippable, and configurations using this window. You can also adjust pricing, assign sales credits, record payment information, attach notes, schedule shipments, query item availability, and make reservations, including selection of subinventories.

 

 

Order Lines

 

 

 

 

After clicking the ‘Book Order’

 

 

Pick Release the Sales Order

Enter ’081 Pick’ in the ‘Based on Rule’ box to default all the values. Click on Concurrent Button

 

Reports Printed during Pick Release step

  1. Pick Slip Report

The Pick Slip shipping document prints all picking line details in a picking batch. The pick slip is used in conjunction with Pick Slip Grouping Rules and Pick Release to print consolidated pick slip reports. During Pick Release, Pick Slip Grouping Rules determine how released material is grouped into pick slips. This document is used by the picker in the warehouse to collect all items included in shipments.

The pick slip that is created can be broken down into four sections:

  • General header information–lists report date, warehouse, pick slip number, picking batch, and release date.
  • Release criteria–lists Pick Slip Grouping Rule name, customer, priority, departure name, freight carrier, delivery name, subinventory, and order number.
  • Picking data–lists departure name, delivery name, order number, primary subinventory, primary location, requested and shipped quantity, item name, ship set number, unit of measure, whether or not the item is required for shipment, line id, and picking line details.
  • Shipping notes–lists any associated shipping notes.

Attention: The shipped quantity will always be zero unless you release a portion of the departure/delivery, run Ship Confirm, and then run Pick Release again (thus creating a new pick slip) on the remaining portion .

The Pick Slip lists each item as well as the line number, unit of measure, quantity requested, and whether the item is required for shipment. This document also lists each sales order, including customer name, shipping address, order number and order date, purchase order number, freight and payment terms, and salesperson associated with the items. Also included are the pick slip number, FOB point, planned freight carrier, requisition number, requestor, and any shipping notes that are associated with the order.

 

 

 

After Pick Release

    Delivery Detail (which is sales order line)

 

 

Delivery

 

Click on Ship Confirm to ship the delivery

    Reports printed after Ship Confirm process

  1. Packing Slip Report

    The Pack Slip shipping document prints all confirmed sales orders in a selected delivery on preprinted paper. This shipping document prints customer name with both the ship-to and bill-to addresses, ship date, freight and payment terms, order date, and salesperson. Also included are the waybill number, freight type, freight amount, FOB point, freight carrier, and unit of measure.

    The Packing Slip lists each ordered item including the line level ship-to contact or order level contact, the purchase order number, the unit of measure, and the quantities ordered, shipped, and backordered.

    For internal sales orders, Order Entry defaults the internal sales order number and requestor name to the Packing Instructions column.

     

     

     

  2. Bill of Lading Report

     

    The Bill of Lading shipping document prints (on preprinted forms) all sales orders that have been confirmed from a selected departure or delivery. This document lists the ship date, carrier, bill of lading number, departure name, shipper, ship-to address, carrier name, waybill number, delivery name, quantity and description of unpacked items, quantity and total of items packed in containers, total quantity of items, and total weight of all items. This document also prints any shipping notes you may have created.

     

     

     

  3. Commercial Invoice Report

    The Commercial Invoice shipping document is a customs document that lists all confirmed shipped items in a
    delivery (or deliveries within a departure). If you specify only a departure name when defining the parameters of this document, Order Entry/Shipping prints one commercial invoice per delivery within the departure.

    This document lists ship date, commercial invoice ID (same as the delivery name), shipper/exporter, ship-to address, exporter identification number, freight carrier, country of origin, all confirmed items within each delivery (including purchase order number, order number, quantity, unit of measure, unit value, and extended value for the items), total packages, total weight, and total value.

    You can print order and line level notes on the commercial invoice. However, Oracle Order Entry/Shipping maintains a two line maximum for notes at the header or footer to allow space for the fixed footer information that prints at the bottom of this document.

     

     

     

     

  4. Mailing Label

    The Mailing Label shipping document prints labels for master containers in a delivery. The Mailing Label includes customer name, ship to address, carrier name, waybill number, and number of packages in the shipment.

     

     

 

Sales Order status after the delivery is shipped

 

    After ‘Interface Trip Stop’ is run, sales order line interfaces with Accounts receivable and the line will move to Closed status

 

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