CDN XL System User's Manual
Contents
1. Inquiries Purchase click on the button Fh aad offer inquiry or press the key lt Insert gt on the keyboard e The opened window must be filled in according to the instruction described in the chapter 3 8 Offer inquiry including the specification of sales and purchase inquiry e Once the fields have been filled in click on the button Ell save changes The offer inquiry will be registered and added to the offer inquiries list 3 1 2 Making changes in offer inquiry Changes in an offer inquiry can be introduced only when the inquiry has not been previously converted into an offer Below are the following steps to make changes in the offer inquiry e Open the window Offer inquiry to be edited by selecting that inquiry on the list and click on the button BB chance or select the option Change from the context menu dropped down with the right mouse button e Insert changes in the opened window Sales purchase inquiry e Save changes by clicking on the button El save changes 3 1 3 Deleting offer inquiry An offer inquiry can be deleted from the offer inquiries list only if that inquiry has not been previously converted into an offer Below are the following steps to delete an offer inquiry from the list e On the list of inquiries select an inquiry to be deleted multiselect mode in which the inquiries are displayed allows to select many items simultaneously e Click2. warsaw 2006 04 21 2006 04 21 Executed Filter Y A AK List for 7 w 2064 S dl Al l 4 Bl Pic 3 47 Selection of orders out of which a trade document will be generated e Click on the button aj H aj depending on type of orders or select a type of document to be generated by clicking on the button I Menu of available options Document generating process out of many orders will begin and the window Orders conversion will be displayed e In this window select orders items grouping method In will influence further grouping of orders items in a trade document The next grouped items of orders will create the following Module Orders 17 Version 5 0 COMARCH CON XL sub elements to this item If none grouping option is selected each item of order will be assigned to a separate item in a trade document The items are sorted by order execution date from header Order conversion sc order IE a p price accuracy by equation Quantity xCost Value by feature class by feature p by currency fixed price r Pic 3 48 Grouping items of orders e Once the necessary options have been selected click on the button Mb confirm A trade document including items from selected orders will be generated example Pic 3 49 Description of trade documents can be found in the module Sales Purchase invoice P1 6 06 will be changed General artner Deposits Pays
3. conversion has been successfully performed without errors a window for the document which was to be generated out of order will be displayed ATTENTION If the field Calculate item value while converting orders into invoices has not AN been selected and the price value have changed while generating the item e g if selecting the field quantity price value and price to grosz on documents definitions to be generated a warning about the change will be displayed in log 3 1 16 Creating warehouse document on the basis of sales order A warehouse document can be created only on the basis of positively confirmed order The following steps to create a warehouse document out of sales order Module Orders 13 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL On the list of purchase orders select an order on the basis of which a warehouse document must be created Click on the button Fibocument type located next to the button l convert into sales invoice From the dropped down list select the item Warehouse release Conversion process to the document Warehouse acceptance will be run If any errors occur during conversion failed to create a warehouse document a list of messages about these problems will be displayed During conversion the window List of warehouses will be displayed The window allows to select a warehouse from which a warehouse release is performed if parameter Sales from warehouse
4. 06 2006 02 07 2006 02 07 Offer inquiry Reminders Transport Filter Documents Requests for proposals gt Period History 7 z partner From 3 w 3 C representative target Owner al gt gt C rg Partner Pic 3 45 Partners history including the active orders list In this window Partners history select the horizontal tab Orders This tab includes the vertical tabs Sales and Purchase Select one of these tabs depending on a type of order to which the correction must be drafted In the vertical tab Sales or Purchase next to the field Documents click on the button Z Select execution status and from the dropped down list select the item Active Ord Active orders On the displayed documents list select the documents to which a correction must be drafted To select a document press the key lt Space gt on the keyboard or click on the left mouse button on the document To select a few documents hold the key lt Ctrl gt on the keyboard during this operation Once the documents have been selected click on the button Elea orders correction If sales orders are corrected the window Sales order will be displayed If purchase orders are corrected the window Purchase order will be displayed Fill in the opened window according to the description in the chapter Sales purchase order The filled in order will be the correction to many orders Enter the necessary data
5. Header vaT Attributes M To buffer Partner dm Cracow Net 230 00 Gross 280 60 Deposits 0 00 H i Paid 0 00 To be paid 280 60 Delivery z g gt Payment cash 0 days aa 2006 04 21 Article Values Price __ Discount Gross 0 00 Article 0 00 Article Update deposits Pic 3 49 Trade document generated out of many orders 3 1 24 Drafting advance invoice to order The following steps to draft advance invoice In the window Sales order or in the window Purchase order depending on a type of order for which an advance invoice must be drafted in tab Confirmation confirm the order In tab Payments Advances in panel Payment schedule select payment which an advance invoice must be drafted for by selecting the field next to the payment with the left mouse button or by pressing the key lt Space gt on the keyboard and click on the button Fh new e The window Payment to order will be displayed Fill in the window according to the description in chapter 3 13 Payment to offer order by selecting the field Advance to invoice and save changes by clicking on the button Save Module Orders 18 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL changes The advance which is the base for drafting the advance invoice will be added to the payments list e In tab Payments Advances in panel Advance invoices click on the button laaa
6. Loading partner af Downloading target partner of Adding of header invoice E Rewriting order item into invoice execution time 0 00 00 errors 0 warnings 2 information 2 Haf Rewriting of article AC1 amount 5 ef Rewriting of article 441 amount 10 Seer resources O OIfAA1 2 itmO OSelected amount was not fully loaded Reason 1 Insuffici f Document line value 800 00 PLN differs from an adequate value on order 0 01 000 00 PLN yf Rewriting order payment to invoice execution time 0 00 00 errors 0 warnings 0 information 1 af Adding remaining payment for the amount 2806 PLN af Order modification completed execution time 0 00 00 errors 0 warnings 0 information O Pic 3 46 Window with the list of messages displayed while generating a document out of sales order Module Orders 12 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL ATTENTION If article is indicated in the auxiliary unit in sales purchase order the item A will be grouped in the same unit in a generated invoice e g if in order is the same article on a few items but in different auxiliary units these items will be grouped by the indicated in the order units Once the trade document has been generated out of order the resources which are assigned to the reservations related with the order will be collected 3 1 15 Generating document out of purchase order Creating a document out of order is possible only when the ord
7. a purchase order will be generated only for other articles with a defined deliverer If a sales order contains only articles without a defined deliverer a purchase order will not be generated at all generate items on order this option allows to group the items from the source sales order in a purchase order If the option is deselected the items and the quantities will be copied the same way they were registered in that order e Once the orders list optimization method has been selected click on the button EN convert A new purchase order will be added to the purchase orders list You will be informed about this with the message presented on the Pic 3 43 Event Converting orders execution time 0 00 00 errors O w E BER General ae onverting orders af Setting of article list For orders aF Optimizing the article list af Adding orders af Adding order For articles without defined supplier af New order saved POR 2 06 af Order adding completed Pic 3 43 Message about generating a new purchase order out of sales order In order to enter data to a new order select the tab Purchase and the order which was generated out of sales order Click on the button Change The window Purchase order will be displayed Enter the data necessary to place a correct purchase order The window filling in method was described in the chapter Sales purchase order If article code has been changed
8. on defining these parameters e If the parameters are selected the offer variant is always confirmed regardless of the offer status whether it is confirmed unconfirmed or rejected A ATTENTION If the offer variant was generated as confirmed a confirming operator will be the one who creates a new variant of the offer window Sales purchase offer tab Header field Confirmed e If the parameters are not selected the offer variant is always unconfirmed regardless of the offer status 3 1 8 Converting offer into order An offer can be converted into an order only if that offer is confirmed Below are the following steps to convert a purchase offer into an order e On the list of offers select a sales purchase offer to be converted into a sales purchase order e Click on the button BBY convert into order or from the context menu dropped down with the right mouse button select the item Convert into order The window Sales purchase order will be displayed depending on a type of offer out of which the order was generated e In the opened window fill in the fields according to the description in the chapter Sales purchase order including the specification of sales and purchase order e Once the fields have been filled in click on the button El save changes A new order will be registered on the list of orders Registering sales purchase order A sales purchase order can be registered as a new order withou
9. 3 1 11 Generating sales order out of purchase order A sales order can be generated out of a purchase order The sales orders can also be generated out of orders which have not yet been executed Below are the following steps to generate a sales order out of a purchase order On the list of purchase orders select an order out of which a sales order must be created Click on the button Bh bocument type located next to the icon e convert into purchase invoice and from the dropped down list select the option Sales order A window Sales order will be displayed e Fill in the window according to the description in the chapter Sales purchase order e Once the fields have been filled in click on the button El save changes A new sales order will be registered and added to the sales orders list 3 1 12 Registering correction to order A correction to order is a document which allows to change the registered sales orders or purchase orders The correction creates a new order on the basis of the unexecuted items of the corrected order The reservations which result from that order are cancelled and the new ones which result from the correction are created Only the active orders are subject to correction that is the corrections which have been confirmed or those which are being executed If there are documents drafted out of the order which are currently in buffer the system allows to block the possibility to draft a correcti
10. 4 Generating one trade document out of many ordersS uaae aa aa aaa aaa aaa aaa a aaa aaa aa zak aak aks a0 17 3 1 25 Drafting advance invoice to order e eoae aaa aan aaa aaa anaaaaaa na aaaaa nap aa aa RE aa Eaa Ra Ra ESEE RER A0E 18 3 1 26 Generating production job out of sales order 4sas aaa anawa aaa aaa aa aaa aa aaa akwa kaka kaka kak Ki 11 19 Scenarios The following chapter describes the basic scenarios of actions which can be performed while working with the module Orders The description contains many references to the above description of particular windows which will be useful while performing specified activities 3 1 1 Registering offer inquiry Offer inquiry registration is the first performed activity while doing the turnover by the order method The module Orders in response to the users needs allows to omit this phase just like the next one offer because placing an order does not always follow placing an offer or offer inquiry Below are the following steps to register an offer inquiry Module Orders Open the window Offer inquiry by 2 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL clicking on the button HiMenu of available documents located next to the icon New purchase order From the dropped down submenu select an item Purchase inquiry or sales inquiry or in the window List of inquiries in the tab Inquiries Sales Pic 3 2 or
11. Intra community Other foreign outside EU Moreover a parameter Include service SAD ISI must be selected on order in tab Header The following steps to generate IMI out of purchase order Select an order into which IMI must be generated Click on the button Bl convert into purchase IMI invoice or from the context menu dropped down with the right mouse button once the order out of which IMI must be generated has been selected select the option Convert into IMI document AN ATTENTION Currency change is available for edition on the generated IMI invoice Currency rate differences resulting from rounding are possible while changing the currency ATTENTION Impossible to generate IMI out of purchase order if the order is not related with the document EIA AN ATTENTION Impossible to cancel close the order if it has not been completely handled that is EIA which is the last document in the path POR gt IMI gt SAD ISI IPI gt EIA has not been confirmed 3 1 20 Generating IMI out of many purchase orders Impossible to generate IMI out of many orders similarly to the IMI generating process out of purchase order if the orders have not been confirmed and its transaction type has been defined as Intra community Other foreign outside EU The parameter Include service SAD ISI in tab Header has been selected on the orders The orders have the common partner The orders have the s
12. XL CDN XL System User s Manual Module Orders integrowany system ERP do zarz c COMARCH SYSTEMY INFORMATYCZNE COMARCH CON INFORMATION TECHNOLOGY D Table of contents 3L SCeNANOS odci OGAE 2 5 1 1 Registering offer INGQUINY wsad GE SE EO A GEY fw i 2 3 1 2 Making changes in offer inquiry s aas aa aaa aa aaa aa aaa aa aa aa waka aaa kaka kak waka a waka kpa a kaka anka R RE EG 3 sdo DEIEHMAONCONAUM ac KOGO EEE ARE nacetareisucieeenpeerawesecieneaseeomacees 3 3 1 4 Converting offer inquiry into offer su aa aa aaa aan aan aaa az anna zakaz aa naaaaa kk pan aaa R RAB Ra ER ARRAS EGAN 3 39 ROGISIENNA ONET aaa da SCE A PEACE d AEO CASA 4 3 1 6 Preparing different variants of Offer cccssecsseecsecessecrsecursecurcesueuseeauseearseeursesuesessearseearseeates 4 3 1 7 Confirming variants of Offer ai AGGA EA OEG AE G R EA SG EOG 5 3 1 8 Converting offer iNtO Order adi GOO EE EO OO W R R 6 3 1 9 Registering sales purchase order e sose anna anawa aa aan aaa aa aaa paa naa akpaanaaa ka Ra Ra RR ARRAS ESR E R A0EE 6 3 1 10 Generating purchase order out of sales order s 4aa an aaa nawa aaa aaa aa aaa aaa kaka kaka kkk zi AAA 7 3 1 11 Generating internal order out of sales order aaa aaa aa aaa aa aaa aaa aa anka aaa kaka kaka ink EG AAA 9 3 1 12 Generating sales order out of purchase order e aeaa aaa aaa aaa aaa aaa aaa aaa aa za
13. a aaaak ak zaG na GEE GA 9 3 1 13 Registering correction to OIrCer ccccscssesecsecsecncaeceecnececeesnencaesesoneaeseecneesersueecatsensneatseeens 9 3 1 14 Registering correction to a few orders aa aaa aaa aaa aaa an aaa ak aaa ak aaa kaka kaka ank aak kk zak ak Rak RE EEi AA 10 3 1 15 Generating document out of sales order s aa aa aaa aa aaa an aaa aaa aaa aaa kaka kaka anka kak izka R EEi AA 11 3 1 16 Generating document out of purchase order aeaa aa aaa aaa aaa aaa aaa aaa aaa ak aannkkaa zak nak EG a0 13 3 1 17 Creating warehouse document on the basis of sales order s 4aasan aaa wana a nawa nawias i1411 13 3 1 18 Creating warehouse document on the basis of purchase order e aeaa aaa aan aaa anaanaaai 14 3 1 19 Generating assembling job out of internal order ae aaa aaa aa aaa aaa aaa aaa aaaaaaaazak nak ak Gaw 14 3 1 20 Generating IMI out of purchase order a eseo seann aan awa aa aan aaa aa anka aa naa ak paa aaa Ra Ra RaA REA E GAS 15 3 1 21 Generating IMI out of many purchase orderS ae aa aaa a aaa aaa aaa aaa aaa aa aa zak aaaaazak naka Gaw 15 3 1 22 Generating EIA out of purchase order au aaa aa aaa aaa aaa aaa aaa a aaa aa aa aaa aaaakzak aaa aa zak naG EG a0 16 3 1 23 Generating EIA out of many purchase orderS e aaa aaa aaa aaa aaa aaa aaa aaa aa zak aaaaa zakaz aa Gaw 16 3 1 2
14. ame currency and currency rate Module Orders 15 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL IMI document will be generated out of many orders by selecting particular orders on the list of orders and selecting the function E convert into import purchase invoice This function is also available from the menu dropped down with the right mouse button Elements grouping option will be unavailable while generating IMI that is if the source orders have the same article this article on IMI will appear separately on each item adequately to a given order ATTENTION Impossible to cancel close the order if the order has not been completely handled that is EIA which is the last document in the path POR gt IMI gt SAD ISI IPI gt EIA has not been confirmed 3 1 21 Generating EIA out of purchase order EJA document can be generated out of purchase order if the order has been confirmed and its transaction type has been defined as e Intra community Other foreign outside EU Moreover a parameter Include service SAD ISI in tab Header must be selected on order The following steps to generate EIA document out of purchase order Select an order into which EIA must be generated select the function External import acceptance from the menu dropped down with the button nex to the button EIA element generated out of purchase order will have a tab Calculation just like EIA generated manually as the fi
15. and save it by clicking on the button El save changes The order correction will be registered as a new order which will be added to the list of sales or purchase orders Generating document out of sales order A document can be created out of order only when the order has been positively confirmed The order is confirmed in the window Sales order in the tab Confirmation More information can be found in the chapter Window Sales order tab Confirmation Below are the following documents which can be generated out of sales order sales invoice external release internal expense warehouse release cash desk receipt purchase order assembling job Module Orders 11 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY export invoice export external release internal invoice internal order purchase order production job Below are the following steps to create a document out of sales order On the list of sales orders select an order out of which a document must be created Click on the button Bh becument type located next to the button convert into Sales invoice From the dropped down list select a name of a document to be created Once the document has been selected the program creates a header of a new document by giving to it the next number inserting a partner and setting all the parameters according to the order analyses all items of orders and checks for each one of them if the item on a trade do
16. ct an item lt New variant gt The question shown on the picture below Pic 3 40 will be displayed Module Orders 4 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL Orders query Rewrite offer items to a new variant Pic 3 40 Inquiry about registering a new variant of offer e The button Yes will generate a new offer identical to the one which was being edited while generating a new variant The only changes which will be inserted in a new offer are the offer number the first free number for the same series will be given and the drafting date the current date The created offer can be freely modified e The button No will generate a new offer which header will be the same as the header of the previous offer that is partner global discount payment form etc Drafting date will be changed and a new number will be given The offer however will not contain any items All items must be inserted manually e The button Cancel will cancel the operation and return to the original offer e Select one of the buttons Yes or No enter the necessary data in the opened window and register a new variant by clicking on the button Save changes e All the offer variants created in this way can be completely independent can be assigned to different operators may contain different elements etc e All the variants which have been created for a given offer can be displayed in the field Variant in
17. cument can be created e g if the needed article quantity is in stock If a given item can be created it will be created according to the particular order item quantity prices discount amount and the reservation which was automatically created by the order the moment it was confirmed will be liquidated generates particular payments once the specified elements have been generated payments are generated according to the settings in the tab Payments in the window Sales order The payments will be generated if a parameter Generate payments has been selected on a given document SI ER definition and in the rights structure If any errors occur during conversion e g not enough article in stock a list of messages will be displayed Pic 3 46 If the conversion has been successfully performed without any errors the window for the document which was to be generated out of an order will be displayed AN ATTENTION If the field Calculate item value while converting orders into invoices has not been selected and the price value have changed while generating the item e g if selecting the field quantity price value and price to grosz on documents definitions to be generated the warning about the change will be displayed in log A Event Processing order execution time 0 00 00 errors 0 warnings 2 information 7 General q 00 00 Haf Transforming the header of order int Haf Loading order af
18. e three optimization methods Module Orders 7 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL minimum number of deliverers a partner registered in the article card be default will be set in a newly created purchase order window Article card tab Partners If there are many partners entered in the tab then the one who is the first in the alphabetical order will be inserted in a new purchase order the lowest price offered by deliverers a partner who was entered as a deliverer offering the lowest price on the article card will be inserted in a new purchase order include a default deliverer for article a partner who was entered as a proposed partner on the article card will be inserted in a new purchase order the shortest delivery time a partner who was entered as a deliverer offering the shortest delivery time on the article card will be inserted in a new purchase order one order if a purchase order is generated out of many selected sales orders then this parameter will decide whether only one purchase order which groups the source items or many orders will be generated out of the sales orders adequately to the source orders generate orders only for articles with a defined deliverer this function allows to generate an order only for articles with a deliverer defined on the article card If a deliverer was not defined
19. enerated for the source sales order if it is a non resource reservation Module Orders 19 Version 5 0
20. er 3 1 6 Open the window Sales offer by clicking on the button Menu of available documents located next to the icon New purchase order From the dropped down submenu select an item Sales or Purchase offer or in the window List of offers in the tab Offer Sales or Offer Purchase click on the button New or press the key lt Insert gt on the keyboard The opened window must be filled in according to the instruction described in the chapter 3 9 Sales purchase offer including the specification of sales and purchase inquiry Once the fields have been filled in click on the button El save changes A new sales offer will be registered and added to the sales offers list Preparing different variants of offer The module Orders anticipates different variants of offers It means that one offer can have many variants For example the same article may be proposed in different prices or in different quantities It is also possible to propose different types of the same article e g TV sets from different producers or cars with different equipment A new variant of offer can be registered in the window Sales purchase offer in the tab General Below are the following steps to register a new variant of offer In the window Sales purchase offer in the tab General click on the button Select variant of offer located next to the field Variant From the dropped down list box sele
21. er has been confirmed and the confirmation is positive Positive confirmation is performed in the window Purchase order in tab Confirmation Below are the following documents which can be generated out of purchase order purchase invoice external acceptance internal income warehouse acceptance sales order import invoice external import invoice The following steps to create a document out of a purchase order On purchase orders list select an order out of which a document must be created Click on the button Document type located next to the button HE convert into purchase invoice From the dropped down list select a name of a document to be created Once the document has been selected the program creates a header of a new document by giving the next number inserting a partner and setting all parameters according to the order analyses all items of order and checks for each one of them if item on a trade document can be created If a given item can be created it is created according to the particular order item quantity prices discount amount generates particular payments once the specified elements have been generated payments are generated according to the settings in tab Payments in the window Purchase order Payments will be generated if a parameter Generate payments has been selected on a given document SI ER definition and in the rights structure if the
22. he button El save changes The correction will be registered as a new order which will be added to the list of sales or purchase orders AN ATTENTION The information about the sets is not transferred to the correction elements while creating a correction to order 3 1 13 Registering correction to a few orders The module Orders allows to draft one correction to a few orders Such correction creates a new order on the basis of the unexecuted items of the corrected order It also closes the corrected orders for such quantities which result out of the executed items The reservations which result from the corrected orders are cancelled and the new reservations which result from the order correction are created Below are the following steps to register correction to a few orders e In the menu Lists select an item Partners list or click on the button M partners list located on the toolbar e From the displayed partners list select a partner for whom such correction will be drafted and click on the button Partners history located on the toolbar The window presented on the Pic 3 45 will be displayed Module Orders 10 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY 3 1 14 A Partner history AK Settlements Sales Purchase Internal Transactions Document Issuedon___ Execution d Status Orders E 2006 02 07 2006 02 07 Offer inauir 2006 02 07 2006 02 07 Offer inquiry Reservations SRP 3
23. in a purchase order which was generated out of a sales order the message informing about connecting the elements of both orders will be displayed The button Yes will disconnect the connection and enter a new code of article in the purchase order element if sales order element remains unchanged Module Orders 8 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL No will not disconnect the connection A new code of article will be entered in the purchase element A new article will be also entered in the element of the source sales order 3 1 10 Generating internal order out of sales order An internal order generated out of a sales order allows to deliver the missing article which therefore cannot be sold to a partner to the source warehouse indicated in SOR Below are the following steps to generate an internal order out of a sales order e On the list of orders in the tab Sales indicate an order for which the internal order will be generated e Click on the button M located next to the icon onli depending on a type of transaction domestic or other defined for the selected order and from the dropped down menu select the option Internal order e The window Internal order will be displayed Fill in the window according to the description in the chapter 3 11 Internal order A target warehouse which is the source warehouse in the sales order by default will be indicated in the generated IO
24. inserted as default ATTENTION If parameter All items from one warehouse or All items from default warehouse has been set on document definition window Document definition POR tab Warehouses the window List of warehouses will be displayed Select a warehouse by clicking on the button LY I select or pressing the key lt Enter gt on the keyboard Conversion process will continue The window Warehouse release will be displayed Fill in the window and save by clicking on the button i saver 3 1 18 Generating assembling job out of internal order Assembling job generated out of internal order facilitates product delivery into a source warehouse The following steps to generate assembling job out of internal order In the window List of orders in tab Internal indicate order into which assembling job must be generated Module Orders 14 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL Click on the button NF from the dropped down menu select the option Assembling job A window Assembling job will be displayed Fill in the window according to description in the module Production A source warehouse from the internal order out of which the job has been generated defaultly will be a target warehouse in a new job 3 1 19 Generating IMI out of purchase order IMI document can be generated out of purchase order 1f the order has been confirmed and its transaction type has been defined as
25. invoice based on advances The window Advance sales invoice or the window Advance purchase invoice will be displayed Pic 3 50 depending on a type of order on which the advance for payment has been drafted Fill in the window and save the entered data by clicking on the button Ell save changes Advance sales invoice ASI 4 06 will be changed V To buffer General partner Pays Header vaT Attributes Net 2 000 00 Gross 2 440 00 Paid 0 00 To be paid 2 440 00 Delivery z Payment Cash a 0 days E gt gt By 2006 04 21 4 000 00 4 880 00 TY Philips Pic 3 50 Advance sales invoice 3 1 25 Generating production job out of sales order The following steps to generate production job out of sales order On the list of sales orders indicate an order into which a production job must be generated to generate PJ The order should only be highlighted on the list Drop down the menu with the button hnext to the button w Al depending on transaction type defined for the order domestic Intra community other foreign and select the function Production job A window Production job will be displayed The window must be handled according to the description contained in the documentation of the module Production and Assembling A resource from INR which was generated from the production job will be automatically related with a reservation which was g
26. k In such situation it is necessary to purchase the missing quantity The module Orders anticipates the possibility to generate a new purchase order out of a sales order This function speeds up the turnover process It automatically transfers the data resulting from a sales order to a purchase order A purchase order cannot be generated out of an executed sales order executed order is marked in maroon Below are the following steps to generate a purchase order out of a sales order e On the sales orders list select an order out of which a purchase order must be created To select an order use the left or the right mouse button or the key lt Space gt on the keyboard e Click on the button Bh document type located next to the icon convert into sales invoice From the dropped down list select the item Purchase order A window Select method of orders list optimization Pic 3 42 will be displayed e Choose a method by selecting one of the described fields k Select method of order list optimization i minimum number of suppliers f the lowest price offered by suppliers f include default supplier For good C the shortest delivery date f one order Generate orders only For articles with defined supplier Pic 3 42 Selecting method of orders list optimization The optimization methods depend on the way the tab Partners is filled in in the window Article card for an article of the transaction e There ar
27. on the button 4 Delete or e Select the option Delete from the context menu dropped down with the right mouse button e You will be asked to confirm the deletion If you click on the button mon the selected item items will be deleted If you click on the button the operation will be cancelled AN ATTENTION You cannot delete an offer inquiry on the basis of which an offer has been created 3 1 4 Converting offer inquiry into offer An offer inquiry can be converted into an offer for each registered inquiry Below are the following steps to convert an offer inquiry into an offer Module Orders 3 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL 3 1 5 On the offer inquiries list select an offer inquiry to be converted into an offer Click on the button 8 convert into offer The window Sales purchase offer will be displayed depending on a selected offer inquiry In the opened window Sales offer or Purchase offer fill in the fields according to the description in the chapter 3 9 Sales purchase offer including the specification of sales and purchase inquiry Once the fields have been filled in click on the button Bl save changes A new Offer will be registered on the list of offers Registering offer To register a sales offer convert an offer inquiry into an offer chapter 3 17 4 Converting offer inquiry into offer register a new offer Below are the following steps to register a new off
28. on to the orders or to close a document which is being executed This is due to the fact that the trade and warehouse documents operate on the reservations which are created while confirming an order If an order or a correction is closed the reservation is deleted In such case the documents which will be taken out of buffer will try to operate on the reservations which are no longer in the database To check the article stocks in order to execute an order click on the button PB unexecutes quantity in the tab General of the executed order Pic 3 44 Module Orders 9 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY Y Purchase order will be added POR 5 06 General partner Header Confirmation Payments Advances Attributes Partner mo Cracow t s 1 A4c1 0 0000 PLN 0 00 PLN 0 00 PLN Pic 3 44 Sales order under execution Below are the following steps to register a correction to an order e On the list of sales or purchase orders depending on a type order which the correction must refer to select the corrected order e Click on the button Ph order correction Is the sales order is corrected the window Sales order will be opened If the purchase order is corrected the window Purchase order will be opened e Fill in the fields in the opened window according to the description in the chapter Sales purchase order e Once the fields have been filled in click on t
29. on value All items from one warehouse or All items from default warehouse is set the window will not be displayed In a new document Warehouse release this warehouse will be inserted as default Select a warehouse by clicking on the button LW I select or pressing the key lt Enter gt on the keyboard Conversion process will continue The window Warehouse release will be displayed Fill in the window and save by clicking on the button i saver Once the warehouse document has been generated out of order the resources which are assigned to the reservations related with the order will be collected 3 1 17 Creating warehouse document on the basis of purchase order A warehouse document can be created only on the basis of positively confirmed order The following steps to create a warehouse document out of a purchase order On the list of orders select an order on the basis of which a warehouse document must be created Click on the button Bh Document type located next to the button Hr convert into purchase invoice From the dropped down list select the item Warehouse acceptance Conversion process to the document Warehouse acceptance will be run If any errors occur during conversion failed to create a warehouse document a list of messages about these problems will be displayed During conversion the window List of warehouses will be displayed Select a warehouse In a new document this warehouse will be
30. out of many orders In order to generate a trade document out of many orders the following conditions must be fulfilled compatible document type SOR IO POR compatible status of documents confirmed or under execution compatible partner compatible Gross Net flag of document compatible owner compatible method of order execution Execute entire order or not no generated warehouse documents no advance invoices AN ATTENTION Mimo e kontrahent g wny musi zgodny na zam wieniach z kt rych generowany jest dokument handlowy to mo liwa jest sytuacja by na tych zam wieniach by odmienny kontrahent docelowy The following steps to generate one trade document out of many orders e On the list of orders select the orders out of which a trade document must be generated The mode multiselect in which the orders are displayed allows to select the orders Pic 3 47 A ATTENTION Possible to generate one trade document out of many orders also in the window Partner history tab Orders In this case select the orders out of which a trade document must be generated Y List of orders purchase Inquiries Sales Purchase By date By operator Internal Offers Document Partner Drafting date Execution date Status EE wane City 2006 04 21 2006 04 21 Confirmed Find Cracow 2006 04 21 2006 04 21 Confirmed Warsaw 2006 04 21 2006 04 21 Confirmed Cracow 2006 04 21 2006 04 21 Confirmed
31. rst document in the import purchases documentation path More information about the EIA document can be found in the documentation of the module Import 3 1 22 Generating EIA out of many purchase orders Impossible to generate EIA document out of many orders similarly to the EIA generating process out of one purchase order if the orders have not been confirmed and its transaction type has been defined as Intra community Other foreign outside EU The parameter Include service SAD ISI in tab Header has been selected on the orders The orders have the common partner The orders have the same currency and currency rate The following steps to generate EIA document out of purchase order Select an order into which EIA must be generated select the function External import acceptance from the menu dropped down with the button next to the button E Items grouping option is not available while generating EIA just like in case of IMI generation out of many orders One EIA element will correspond to one element of order EIA element generated out of purchase order will have a tab Calculation just like EIA generated manually as the first document in the import purchases documentation path More information about the EIA document can be found in the documentation of the module Import Module Orders 16 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL 3 1 23 Generating one trade document
32. t previously placing an offer inquiry or an offer It can also be registered after placing such offer or offer inquiry In such situation the items for order are transferred by converting the offer to the order The transferred data can still be changed Some values of a specified order can be modified and be different than the values which were saved in the offer e g article prices Module Orders 6 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL The steps to register a sales order e convert an offer to a sales purchase order e register a new order Below are the following steps to register a new sales purchase order e Open the window Sales purchase order by clicking on the button A New purchase order or Menu of available documents and from the dropped down submenu select the item Sales order or in the window Orders list in the tab Orders Sales or Orders Purchase click on the button Fh new or press the key lt Insert gt on the keyboard The opened window must be filled in according to the instruction described in the chapter Sales purchase order e Once the fields have been filled in click on the button EN save changes The new order will be registered and addend to the orders list 3 1 9 Generating purchase order out of sales order While working with the module Orders it is possible that someone will order an article which quantity will not be entirely available in stoc
33. the tab General The item lt New variant gt will always be displayed on this list 3 1 7 Confirming variants of offer Offer confirmation depends on two parameters e The right to confirm a document e Confirm offer automatically The parameters are defined in sales offer document definition and in purchase offer document definition The documents definitions can be found in the module Administrator in the window Documents definitions Module Orders 5 Version 5 0 COMARCH CON INFORMATION TECHNOLOGY XL 1 Document definition SO M Document definition SO General Parameters Inne Warehouses Series Attributes General Parameters Inne Warehouses Series Attributes Symbol Name Sales offer w Currency rate Sales Confirm documents after exceeding partners limit Control amount price value Block Warn ji Margin control r Minimum margin calculated by price 0 purchase X 4 4 pen C Allow r V Price with two decimal numbers Document execution E e Partial execution allowed m gt Execute document entirely Only domestic transactions Iv Confirm offer automatically I Right to operate on a document I Right to confirm a document r V Preview of the previous transactions V Preview of the previous orders Modified by Pic 3 41 Selected parameters Right to confirm document and Confirm offer automatically There are two possible situations depending
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