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Entering Direct Ship Orders

Entering Direct Ship Orders

Concept

When you enter a direct ship order, the system simultaneously creates a sales order for the customer and a purchase order for the supplier. The purchase order specifies that you want the supplier to ship the item directly to the customer.

 

When you change information on either the direct ship sales order or the purchase order, the system updates the corresponding order with this information:

• Promise date

• Quantity ordered

• Primary unit of measure, which changes the purchasing unit of measure

• Weight and volume when a quantity is changed

• Unit price

 

If the system puts the sales order on hold during order entry, both the sales and purchase orders are withheld from the sales order and purchase order process.

 

If you cancel an order detail line on a direct ship sales order, the system cancels the corresponding purchase order detail line or purchase order.

 

Enter a direct ship order in the same manner that you enter a regular sales order. Use the version of the Sales Order Entry programs (P42101 and P4210) that are set up for direct ship sales orders.

 

Prerequisites

Before you begin these tasks, verify that you have set up:

• Order activity rules for the direct ship sales order document type and line type combination.

• Item master records for the products you sell.

• Address book records and billing instructions for each customer to which you sell products.

• Address book records for each supplier from which you purchase products.

• Processing options in the P4210 program.

Procedure

In this task, you will enter a direct ship sales order and review the related purchase order information.

Step

Action

Navigate to the Create Direct Ships program (P42101) on the Sales Order Processing menu (G4211).

Click the Sales Order Processing link.

Click the Create Direct Ships link.

Use the Enter New Order form to create sales orders using a minimum of header information.

Step

Action

Click in the Sold To field.

Use the Sold To field to specify the customer for whom you are entering a sales order.

Enter the desired information into the Sold To field. Enter “4245“.

Click in the Branch/Plant field.

Use the Branch/Plant field to specify the business unit to which transactions are recorded.

Enter the desired information into the Branch/Plant field. Enter “30“.

Click in the Quantity Ordered field.

Use the Quantity Ordered field to indicate the number of units of an item that the customer wants to order.

Enter the desired information into the Quantity Ordered field. Enter “15“.

Click in the Item Number field.

Use the Item Number field to indicate the product that the customer wants to order.

Enter the desired information into the Item Number field. Enter “2012“.

Click the Horizontal scrollbar.

Click in the Requested Date field.

Use the Requested Date field to specify when the customer wants to receive the line item.

Enter the desired information into the Requested Date field. Enter “090316“.

Click the Horizontal scrollbar.

Click in the Supplier Number field.

Use the Supplier Number field to indicate the supplier that will ship the item directly to the customer.

Enter the desired information into the Supplier Number field. Enter “4343“.

Click the Submit and Close button.

Step

Action

Click the Fast Path button.

Navigate to the Update Direct Ships program (P42101) on the Sales Order Processing menu (G4211).

Click the Sales Order Processing link.

Click the Update Direct Ships link.

Use the Manage Existing Order form to search for and select existing sales orders.

Step

Action

Click in the Order Number field.

Enter the desired information into the Order Number field. Enter “1109“.

Click the Find button.

Click the 1109 option.

Click the Row button.

Click the Order menu.

Click the Related PO menu.

Use the Work With Order Details form to search for and select existing purchase orders.

Step

Action

Click the 1109 option.

Click the Select button.

Use the Order Detail form to review the purchase order detail lines.

Step

Action

Click the Cancel button.

Step

Action

Click the Close button.

Step

Action

Click the Close button.

You have successfully entered a direct ship sales order and reviewed the corresponding purchase order.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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