Post on 08-Jul-2018
8/19/2019 User Manual-OM-ASECO.DOC
1/83
Al Shirawi Group of Companies – OIC –
ASECO and associated companiesORDER MANAGEMENT
TRAINING MANA!
Author: Srinivas Kunapuli/ J.Somasundaram
Creation Date: 20-Jan-2008
Last Updated:
Doument !e": AS#$SD$AS%C&$&'$().0
(ersion: ).)
8/19/2019 User Manual-OM-ASECO.DOC
2/83
Document Control
Change Record
*
Date Author Version Change Reference
0)-JA+-08 J.Somasundaram ).)
Reviewers
Name Position
,admanah K Sheno ,roet 'anaer
Distribution
CopyNo.
Name Location
) Lirar 'aster ,roet Lirar2 ,roet 'anaer
*
1
Note o !olders"
" ou reeive an eletroni op o" this doument and print it out3 please4rite our name on the e5uivalent o" the over pae3 "or doumentontrol purposes.
" ou reeive a hard op o" this doument3 please 4rite our name onthe "ront over3 "or doument ontrol purposes.
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
3/83
Contents
Doument Control....................................................................................... ii
). %nter and oo7 a sales order...........................................................1
2. Attahments to an order................................................................)2
*. Add ne4 lines to the oo7ed order................................................20
1. Canel order line and order a"ter oo7in.....................................21
. Alloate item and ship on9rm......................................................*
;. Sales order "or returnale items....................................................<
. !eturn material Authori=ation >!'A?.............................................
8. %nterin D@@ value in the sales order............................................8;
8/19/2019 User Manual-OM-ASECO.DOC
4/83
#. $nter and boo% a sales order
To enter and Book a standard order:Orders, Returns > Sales Orders – Order information TabOrder Information:Input data: Main TabCustomer = “______”Bill to siteShi to siteOrder T!e = “______”"ate Ordered = “______”#ri$e %ist = &"efaults'
Input data: Others Tab#a!ment Terms
(are )ouse = &"efaults'
Others Tab:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
5/83
Enter Sales Order Lines: (Line items tab)
Input data: Line items TabOrdered *tem = “______”Order +uantit! = “______”O- = &"efaults'Sellin. #ri$e = “______”Re/uest "ate = &"efaults'
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
6/83
S$hedule Shi "ate = “______”
on enterin. the unit ri$e, a ne0 0indo0 oens1 Sele$t “Sur$har.e “1
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
7/83
Availability:
Viein! Availability details
6rainin manual-&'-AS%C&
Cli$k 23ailabilit! Button to 3ie0a3ailabilit! details
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
8/83
Enterin! S"heduled Ship #ate$
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
9/83
Vie the Order %eader status
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
10/83
Vie the Line Status:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
11/83
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
12/83
&. Attachments to an order
Orders Return > Order Or.ani4er1Input data:
Order 5umber = “____”
Openin! the sales Order &orm to atta"h a do"ument
6rainin manual-&'-AS%C&
Cli7 thisutton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
13/83
Sales Order &orm opens:
6rainin manual-&'-AS%C&
Cli7 thisutton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
14/83
Atta"hin! a #o"ument
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
15/83
Atta"hment indo opens
Input data:
Cate.or! 6ield =”_____”"ata T!e =”______”6ile #ath = “______”
Atta"hments indo: Sele"t "ate!ory
6rainin manual-&'-AS%C&
Cli$k this
Button
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
16/83
Sele"t #ata type:
'ploadin! a &ile:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
17/83
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
18/83
To Vie the Atta"hed &ile details:Sour"e tab
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
19/83
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
20/83
'. Add new lines to the boo%ed order
Orders, Return > Order Or.ani4er1
Input data:
Order 5umber ****+
6rainin manual-&'-AS%C&
Cli$k thisButton
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
21/83
Sales Orders, Order Information Tab
Vie the Order details
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
22/83
Sales Orders, Line Items Tab7nter %ine "etails &to be added to a alread! Booked Order'
Input data: Line items TabOrdered *tem = “______”Order +uantit! = “______”O- = &"efaults'
Sellin. #ri$e = “______”Re/uest "ate = &"efaults'S$hedule Shi "ate = “______”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
23/83
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
24/83
(. Cancel order line and order after boo%ing
-an"elin! a Line in a .oo/ed Order:
Sele$t the Order throu.h Order Or.ani4er and sele$t the %ine to be $an$elled1
2$tions Button8 Sele$t “$an$el” button 8 Cli$k O9
-an"el Lines 0indo appears:
Sele$t the $an$ellation reason from %O
6rainin manual-&'-AS%C&
Cli7 thisutton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
25/83
Enter "omment (Optional)
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
26/83
Vie the Line status -an"elled+ and 1uantity be"ome 2ero+
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
27/83
-an"elin! a .oo/ed Order:
+uer!in. for a booked order usin. %ine 5umber:Orders Return > Order Or.ani4er Input data:Order number=”____”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
28/83
Sales Order &orm Opens
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
29/83
Sele"t &rom LOV in A"tions 0indo +-an"el”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
30/83
Sele"t -an"ellation 3easons form LOV:,
Enter "omments (Optional)
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
31/83
4ote messa!e appears after "an"ellation:
3e5uery Order to see the "han!es:Orders Return > Order Or.ani4er Input data:Order number = “_____”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
32/83
Vie the Status:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
33/83
Viein! -an"elled Order status
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
34/83
Viein! Line status:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
35/83
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
36/83
). Allocate item and ship con*rm
Sales Order .oo/ed:
Order read! for shiin. 0ith the status “Aaitin! for Shippin!+
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
37/83
Shippin! transa"tion &orm:Shiin. > Transa$tion
+uer! mana.er 6orm OensInput data:Order 5umber = ”_____”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
38/83
Shippin! Transa"tion &orm:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
39/83
-on"urrent 3e5uests submitted
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
40/83
Vie output of the 3e5uest
3eport:
Line status "han!ed &rom 3eady to release+ to3eleased to arehouse+:
6rainin manual-&'-AS%C&
-o3e order #i$kSli
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
41/83
4ote don the Move order 4umber 6enerated$
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
42/83
In Inventory responsibility7 Allo"ate materials a!ainst this orderand Transa"t Move order:*n3entor! > -o3e orders > Transa$t -o3e orders
Input data:-o3e order number = “______”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
43/83
Move orders
Sele"t the line by "he"/ mar/
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
44/83
A!ain7 sele"t this Line and -li"/ Vie8Allo"ate$
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
45/83
Transa"t Move order Line allo"ation details:Input #ata:
Sub in3entor! = “____”
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
46/83
Allo"atin! Serial "ontrolled items:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
47/83
Shippin! Line Status "han!ed to sta!ed8 ship "onfirmed+
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
48/83
Ship -onfirm:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
49/83
-onfirm #elivery:
6rainin manual-&'-AS%C&
Cli$k thisButton
Sele$t"eli3er!”ab
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
50/83
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
51/83
Shippin! Line !ets Interfa"ed ith A""ounts 3e"eivables
1ueryin! to Vie Order Line Status
Orders, Returns> Order Or.ani4er
Input data:
Order number= “______”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
52/83
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
53/83
Sales Order &orm
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
54/83
Line status -losed+
A"ter invoie is made "or this sales order the @inanae3 the the details an e vie4ed a s "ollo4s.
Vie Additional Line Information of the Sales order line:
Sales order 6orm – %ine items Tab8 2$tions Button8 2dditional *nformation>
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
55/83
Additional Information 0indo:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
56/83
8/19/2019 User Manual-OM-ASECO.DOC
57/83
+. ,ales order for returnable items
Sales Order .oo/in!:Orders, Returns> Sales Orders:
Input data: Main TabCustomer = “______”Order T!e = “______”"ate Ordered = “______”#ri$e %ist =&"efaults'
Main Tab
Input data: Others Tab#a!ment Terms = &"efaults'(are )ouse = &"efaults'
Line Items Tab:Sellin! 9ri"e ero
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
58/83
8/19/2019 User Manual-OM-ASECO.DOC
59/83
9ro"ess shippin! transa"tion for this Order$
After shippin! transa"tion7 Lines interfa"ed ith re"eivables:Shiin. Transa$tion 6orm:
Sales order Lines -losed
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
60/83
.oo/in! a 3eturn Order for this Item from "ustomer site
Orders, Returns> Order Or.ani4er Order number=”___”
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
61/83
Sales Order &orm Open ith #etails:
6rainin manual-&'-AS%C&
Cli$k thisButton
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
62/83
-opyin! the line Items for "reatin! return order:
Sales Order form ; Order Information Tab:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
63/83
A"tions, -opy
-han!e the Order type to 3eturn 3e"eipt+-opy &orm:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
64/83
Enterin! reasons for return:-opy &orm:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
65/83
4ote don the Order number for 3eturn:
9ro"ess Messa!e 0indo
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
66/83
1ueryin! for 3eturn order 4umber:Orders, Returns> Sales Orders
#ress 6;; &/uer!'Input data:Order 5umber=” &5oted number in the re3ious a.e'
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
67/83
#ress $trl
8/19/2019 User Manual-OM-ASECO.DOC
68/83
3eturn 1uantity ill be 4e!ative and 9urple in -olour:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
69/83
Vie 3eturn reason and Sales Order referen"e details:Sales Order Line Items$3eturns Tab
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
70/83
3e"eivin! the 3eturn Material
Sele$t “#ur$hasin. Suer user Resonsibilit!
Re$ei3in. > Re$eits
Input data:
3MA 4'M.E3+*****+$ Cli$k 6ind Button
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
71/83
+uantit!=”__”
4ote don the re"eipt number:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
72/83
Sele"t the sub inventory to be re"eived$
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
73/83
-apturin! the serial numbers of the 3eturn Items
Serial 7ntr! S$reen:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
74/83
-. Return material Authoriation /R0A1
Sales Order .oo/in!To 7nter and Book a standard order:Orders, Returns > Sales Orders – Order information Tab
1Order Information:Input data: Main TabCustomer = “______”Order T!e = “______”"ate Ordered = “______”#ri$e %ist =&"efaults'
After Shippin! Order line7 Status is "losed:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
75/83
-opyin! the Order to "reate 3eturn Order
2$tions8 Co!
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
76/83
-han!e the Order Type and Enter 3eturn reasons
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
77/83
4ote don the Order 4umber:
6rainin manual-&'-AS%C&
Cli$k thisButton
Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
78/83
Open the Sales order:Orders, Returns > Sales Orders – Order information Tab
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
79/83
1uantity field "han!e to 9urple "olour for 3eturn orders:
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
80/83
8/19/2019 User Manual-OM-ASECO.DOC
81/83
8/19/2019 User Manual-OM-ASECO.DOC
82/83
2. $ntering D33 value in the sales order
Upon enterin the header details3 li7 on the D@@ as elo4.
Selet Bes or B+& "rom the L&( "or BLC !e5dE
And3 proeed 4ith Line details.
6rainin manual-&'-AS%C& Attahments to an order
8/19/2019 User Manual-OM-ASECO.DOC
83/83
4. 5rant ,hipping Role to 6ser
A,$C7 7rder 0anagement ,uper6ser8,etup8,hipping8Roles and 5rants de*nition85rants
&C ,roess:&rder'anaement
usiness Area: &rder 'anaement Date:
Control +umer: FG
,riorit>H3 '3 L?: F,riorit >H?G
,roess &4ner: &rder 'anaement
Description" Use this 4indo4 to assin shippin role to user
ser "MAR
Role ASECO Shippin# Role
Or# AEC