Inter Company Sales Order Generation

Solution Categories

Automotive | Chemical Manufacturing | Computer & Electronic Equip. Manufacturing | Construction | Education | Finance, Insurance and Real Estate | Food & Beverage Manufacturing | Government | Life Sciences | Machinery Manufacturing | Metal Fabrication | Not for Profit | Other Manufacturing | Other Services | Paper & Printing | Professional, Scientific, and Technical Services | Retail Trade | Telecommunications | Transportation and Warehousing | Utilities | Wholesale Distribution

Inter Company Sales Order Generation

Your company maintains several manufacturing companies and a master 'billing' company in Macola. Customer sales orders originating in the master 'billing' company are manufactured at other companies. You would like to automatically generate a sales order in the appropriate manufacturing company when a sales order is entered in the master 'billing' company.

Solution:

The existing Flexibility script(s) will be modified to add this function. Modifications will be made to the Enter Sales Order (OE0101.o) script to automatically generate and coordinate a sales order in another Macola company database according to the following detail:

Destination Company and Location:

A cross reference will be established using the Macola Inventory Location Maintenance screen to define a Company and a Location within that Company to which a new sales order should be sent. Inventory Location User Defined Fields 1 and 2 will be exposed and labeled

  1. 'Create Sales Order in Macola Company No'
  2. 'Loc'

The destination database will be determined by matching the Location setting on the OE Sales Order Header to the Location Maintenance record (above).

The database found in the 'Create Sales order in Macola Company No' will be the destination Company.

The Location found in the 'Loc' field will be the destination Location within that Company

Note: All line items will be written to this Company/Location, regardless of the 'Location' setting on the individual line items of the originating order.

Note: There is no validation for the entries made on the Inventory Location Maintenance screen. Please be sure that the Company Number and Location exist to avoid a validation error during OE Sales Entry!

Sales Order Creation:

Upon completion of data entry for a new Sales Order in the master billing company, the user will be prompted for confirmation of order creation in another database.

When user selects 'Yes' initial Validation will occur as follows:

  1. Destination Company Database exists
  2. Location with destination database exists
  3. All items exist and are active in the destination database and destination location

If any of these validations fail, the user will be informed and processing will cease.

If all initial validations are successful, a Sales Order will be created in the destination database matching the Sales Order in the master billing company database with the following field exceptions:

Header

Field Note
Order Type Always 'O'
Order No Next Order No from OE Control File in the destination database. The Sales Order No for the new destination order will be written back to the Header of the originating Order in User Defined Field 5 (OEORDHDR_User_Def_Fld_5)
Bill To All orders created in this manner will be billed to the 'KC' company. The 'KC' company will be established as a customer in each destination database. The customer info as found in the Customer Master file in the destination database will be used for all 'Bill To' fields (Note: Customer No for the master billing company in the destination database will be hard-coded)
Ship To Use end user Bill To customer info from the originating Sales Order
Tax Code Always 'NT' - Non taxable
Location Per the 'Location' lookup (see 'Destination Company and Location' above
PO No The original Sales order No from the master billing company.
All other Default from Customer Master record

Line Items:

Field Note
Item No From Originating Sales Order
Item Desc 1 From destination database Item Master file
Item Desc 2 From destination database Item Master file
Loc From Header 'Location'
Qty Ordered From Originating Order
Qty To Ship Always = Qty Ordered (No Backorder supported)
Unit Price See 'Unit Price' calculation below
Unit Cost From Item Location record in the destination database

Unit Price Calculation:

The unit price for each item will be determined by applying a discount percent to the Unit Price in the originating order. The discount percent will be determined by a lookup in the destination database using the standard Macola Price Code type 4 (Customer Type and Product Category). The discount percent found for the Customer Type / Product Category will be applied to the Unit Price found on the originating order. The resulting Unit Price will be written to the corresponding line item when it is created in the destination database.

In addition to Header and Line Item records, the application will also create the appropriate entry for the OE Inquiry Order table , OE Audit and IM Allocation records.

Note: Feature items, Kit items, Sales Commissions and Tax Schedules are not supported by this enhancement.

Forced Demand 'POP' orders:

If an item in the destination database is a manufactured item with the Forced Demand flag set to 'Pull', an unreleased Production Order will be created for the line item as follows:

Field Note
Production Order No Next Order No from POP setup
Due Dt Required Date from OE Sales Order
Location Default location for the item in the destination database
Qty Ordered Qty Ordered from OE Sales Order
Unit Price Unit Price from destination sales order
Unit Cost From Item Location record in the destination database
Job Blank
Reference Blank

Sales Order Maintenance:

Additions, Changes and/or deletions to the originating Sales Order will be coordinated in one direction only, from the originating database to the destination database.

Upon completion of data entry for an existing Sales Order in the master billing company, the user will be prompted for confirmation of order update in the destination database.

Updates to the destination sales order are subject to the following limitations:

  • Change will be made to the destination sales order for the following fields only:
    • Header: Ship To Address
    • Line Items: Qty Ordered / Ship, Unit Price
      • Note: Qty Ordered/Ship and Unit Price changes will also be coordinated with any unreleased 'Pull" POP Order created in the destination database.
      • Changes will NOT be coordinated if a related POP order is released. The user will receive an informative message that the update could not occur. It will be a manual process to insure that the related Sales Order and Production Order are dealt with appropriately.
      • Note: If the corresponding Line Item can no longer be found in the destination database (i.e. shipped, deleted, etc.), the user will be informed that the Line Item was not updated.
  • If an existing line item is deleted, the corresponding line item in the destination database will also be deleted.
    • Note: The item in the destination database will be deleted only when a related 'Pull' POP order is 'unreleased'.
    • The line item will NOT be deleted if the related POP order is 'released'. The user will receive an informative message that the deletion could not occur. It will be a manual process to insure that the related Production Order is dealt with appropriately and thereafter, the line item is deleted from the sales order.
    • Note: If the corresponding Line item can no longer be found in the destination database (i.e. shipped, deleted, etc), the user will be informed that the line item was not updated.
  • If the entire originating order is deleted, the entire destination order will be deleted as well, subject to the line item limitations noted above.
    • Note: If the corresponding Sales Order can no longer be found in the destination database (i.e. shipped, deleted, etc.), the user will be informed that the Sales Order could not be deleted.
General Information
  • Live Implementation: 1-5
  • Customer References Available: No
  • Maintenance Plan Available: No
  • Support Plan Available: No
  • Technical Documentation: Yes
  • User Manual Documentation: No
  • Marketing Literature: No
  • Suggested Retail Price: $6,750.00
  • Available for Resale: No
  • Primary Contact Person - Sales: This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Tel: 800-468-0834 Ext.2650
  • Primary Contact Person - Technical: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
  • Web-Site/URL: www.exactamerica.com
  • Information Last Updated: 2006-09-20
Languages Exact Product Line
  • English
  • Exact Macola Progression
Development Platform Modules Impacted
  • Flexibility
  • Order Entry
Database Supported Version
  • MS SQL 2000
  • N/A
Industries Horizontal Focus
  • Automotive
  • Chemical Manufacturing
  • Computer and Electronic Equip. Manufacturing
  • Construction
  • Education
  • Finance, Insurance, & Real Estate
  • Food & Beverage Manufacturing
  • Government
  • Life Sciences
  • Metal Fabrication
  • Machinery Manufacturing
  • Not for Profit
  • Other Manufacturing
  • Other Services
  • Paper & Printing
  • Professional, Scientific, and Technical Services
  • Retail Trade
  • Telecommunications
  • Transportation and Warehousing
  • Utilities
  • Wholesale Distribution