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Entering Sales Orders for Kits

Entering Sales Orders for Kits

Concept

When you enter an item number for a kit on a sales order, you can:

• Review the pre-selected items and quantities that make up the kit.

• Select any optional items that you want to include on the sales order.

• Process fully configured kits. The system backorders the entire kit if any of the components are backordered.

 

You use either of these sales order entry programs to enter sales orders for kits:

• Sales Order Entry for Customer Relationship Management (CRM) (P42101)

• Sales Order Entry (P4210)

Procedure

In this task, you will enter a sales order for a kit and select kit components.

Step

Action

Navigate to the Update Sales Order – Detail First program (P42101) on the Sales Order Processing menu (G4211).

Click the Sales Order Processing object.

Click the Update Sales Order – Detail First link.

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

Step

Action

Click the Add button.

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 “4243“.

Click in the Branch/Plant field.

Use the Branch/Plant field to specify the business unit in which you record the transaction.

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 “1“.

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 “2400“.

When you press Enter, the system displays the Kit Selection form.

Press [Enter].

Use the Kit Selection form to select components for the kit parent item.

Step

Action

Click the O option.

Click the Row button.

Click the Select Components menu.

The system displays an * in the Sel (Selected) column to indicate the item has been selected for the kit.

Click the OK button.

The system calculates and populates the Unit Price field based on the value in the Kit/Configurator Pricing Method field on the Item Master Revisions form.

To revise or update the components selected, click the Kits/Configurator button.

Step

Action

Click the Submit and Close button.

Step

Action

Click in the Order Number field.

Enter the desired information into the Order Number field. Enter “429“.

Click the Find button.

Click the Order Number link.

Use the Edit Sales Order form to update the sales order header and detail lines.

The system displays the kit parent item, along with all the components selected for the order.

Step

Action

Click the Cancel button.

Step

Action

Click the Close button.

You have successfully entered a sales order for a kit parent and selected the requested components.

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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