Managing Part Sale Order

Select the “Manage Part Sale Order” activity under the “Part Sale Order” business component.

The “Manage Part Sale Order” page appears.

Enter the following field:

Order #

The sale order number of the part for which the sale order details are to be entered. Mandatory.

Ensure that the number entered in this field is a valid sale order number.

Help facility available.

Select the “+Qt. Based Sales Order” to render the screen to create sales order based on quotation.
Select the “+ Dir. Sales Order” to render the screen to create sales order directly without the quotation.

The system displays the following fields:

Order #

The sale order number of the part for which the sale order details are to be entered.

Enter the following field:

Revision

Use the drop down list box to select the revision # of the order. The system lists the revisions as applicable for the specified order number.

Quote #

The quotation number referring which this sale order is created.

Help facility available.

The system displays the following field:

Quote Valid Till

The date until which the quotation is valid.

Enter the following field:

RFQ #

The number identifying the request for quote.

The system displays the following field:

Document Status	The status of the sale order document.
Planning Status	The processing status of the PSO and based on the generation of the MR, which could be any of the following: Pending - Indicates that the PSO is not processed and no MR is generated against any of the PSO line #. Requested - Indicates that all the PSO Line # are processed and the MR has been generated against the same. Partially Requested - Indicates that the MR has been generated for at least one of the PSO Line#. Completed - Indicates that the MR's against all the PSO Line numbers are completed (Issue Confirmed)
Shipping Status	The status of the shipping process. Indicates whether parts are shipped against the sale order.
Ack. Status	Indicates the acknowledgment status of the Part Sale Order. Required – Indicates that acknowledgement is required for the Part Sale Order Not Required - Indicates that acknowledgment is not required for the Part Sale Order Pending - Indicates that the Part Sale Order is yet to be acknowledged Acknowledged – Indicates that the Part Sale Order is acknowleged
Invoicing Status	The status of the invoice. Indicates whether the invoice has been generated and sent to the customer.

Enter the following fields:

Order Date	The date in which the part sale order was created.
Category	Use the drop down list box to select the category of the part sale order. The system lists all the category codes as defined for the “Sale Order Category” entity in the Manage Category Codes activity of the Sales Setup business component.
Pricing Ref. Date	Use the drop down list box to select the reference date for pricing. You can select from the options Invoice date or order date.
Sale Order Type	Use the drop-down list box to specify the type of sale order. The system lists all the types as defined in the Define Process Entities activity of the activity of the Common Masters business component for the entity Sale Order Type.
Customer PO #	The customer purchase order number.
Customer PO Date	The date of the customer purchase order.
Part Sale List #	The number identifying the part sale list.
Billable?	Use the drop-down list box to specify whether the value of the part sale order is billable. You can select from the options ‘Yes’ or ‘No’. Ensure that the the parameter 'Order Value Billable?' in the ;’Set Process Parameter’activity of the ‘Common Master’ business component against the selected Part Sale Type is set as 'No' if 'No' is specified in this field. By defautl the system displays ‘Yes’ in this field.
Analysis Code	The analysis code at Part Sale Order level. Data entry in this field is mandatory if the process parameter Enforce Analysis Code in Part Sale Order in the Set Finance Process Parameters' activity under 'OU Parameter Setup' component is set as Yes if The Analysis Code is not available in Part Sale List # . User has generated direct Part Sale Order. Help facility enabled.

Note that the system mandates the Analysis code based on the set option specified for the parameter “Enforce Analysis Code in Part Sale Order” in the “Set Finance Process Parameters” activity under the “OU Parameter Setup” business component

Enter the following field:

Sale Order Remarks

Any remark or comment pertaining to the part sales order.

The system displays the following field:

Trade Comp. Restr?

Indicates whether the PSO is an export order and if trade restrictions are available, The system displays the following options: No: if the Customer Order is an export order with no trade restrictions

Yes: if the Part Sale Order is export order with trade restrictions
Not Applicable: if the Part Sale Order is not export order.

Select the hyperlinked value to launch the Trade Compliance Reference pop up screen to review trade compliance details...

Note that the system allows generation / confirmation or approval of PSO when the current date does not fall within effective date of restrictions definitions in the Manage Part Restrictions or the parameter: 'Allow Part Sale Order?' available against the restriction code is set as 'Yes'.

Customer Detail

Select the “Customer Details” button bar to record the customer details.

Customer #

The code identifying the customer. Mandatory.

Help facility available

The system displays the following field:

Customer Name

The name of the customer.

Enter the following field:

Currency

Use the drop down list box to select the currency in which the sale order is to be processed.

Contact Info

Select the “Contact Info” button bar to record contact information.
Enter the following field:

Contact Address ID

Use the drop-down list box to select the address ID for which the contact person information must be displayed. The system lists all the address IDs associated with the customer in the “Create Customer” page. Mandatory.

Ensure that at least one address is defined if the customer is new.

The system displays the following fields:

Contact Address	The address of the contact person.
Customer Contact Person	The name of the contact person.
Phone	The phone number of the contact person.
Fax	The fax number of the contact person.
E-mail	The e-mail ID of the contact person.

Shipment Info

Select the “Shipment Info” button bar to record shipment information.
Enter the following field:

Address ID

Use the drop-down list box to select the address of the customer to which Parts must be shipped. System lists all the addresses defined in the Create Customer page of the Customer business component.

The system displays the following fields:

Address	The address of the contact person.
Customer Contact Person	The person to contact on behalf of the customer.
Phone	The phone number of the contact person.
Fax	The fax number of the contact person.
E-mail	The e-mail ID of the contact person.
Delivery Area	The delivery area for the ship to address of the customer. The delivery area you specify must be valid and must exist in “Active” status in the Sales Maintenance component. By default, this field displays the delivery area defined for the ship to address ID set for the customer.
Delivery Description	A textual description of the delivery area.

Additional Info

Select the “Additional Info” button bar to any additional information pertaining to the part sale order.

Priority	Use the drop-down list box to specify the priority for the processing of the Sale Order.
User Status	Use the drop-down list box to specify the user status of the part sale order. The system lists all the active codes as defined for the category type 'Sale Order' in the 'Manage Category Codes' activity of the Sales Setup business process.
Cust. Service Rep.	The person to liaise with for the Part Sale Order. Help facility available
SLA Category	Use the drop-down list box to specify the SLA category to which the PSO belongs. The system lists all the active category codes of the ‘Category Type’, 'Request SLA category' under the 'Manage Category Codes' activity of ‘Category’ business component. By default the system leaves this field blank.
Request Purpose	Use the drop-down list box to specify the purpose of the request._The system lists all the active categories codes of Category Type 'Source Doc. Type' under the 'Manage Category Codes' activity of Category business component. By default the system leaves this field blank.
Request Source	Use the drop-down list box to select the source of the request. The system lists loaded with all the Active categories codes of Category Type 'Source Doc. Type' under the 'Manage Category Codes' activity of Category business component. By default the system leaves this field blank.
Warranty Ref.	A unique number identifying the component warranty reference.
Warranty Remarks	Any remark or comment pertaining to the warranty.

Select the “Manage Customer Address” link on the right hand side of the screen to view or modify customer addresses or add new address details.

On creation of order, the tiles section is displayed with toggle option to switch between the value details or the order key information details.

Basic Value	The basic value of the Price quoted in the Part Sale Order in the Sale Order currency
Tax	The total value of tax as defined in the TCD tab.
Charges	The total value of Charges as defined in the TCD tab.
Discount	The total value of Discount as defined in the TCD Tab
Net Value	Basic Value + Tax + Charges – Discount

Shipment Status	Indicates the number of parts shipped against the total number of parts in the sale order.
Invoice Status	Indicates the number of parts invoiced against the total number of parts shipped.
Pay Term	The pay term that is given in terms and conditions against the specified sale order.
Warranty	Indicates whether warranty is applicable for this order, which could be Yes or No , as mentioned in the Terms and Conditions for the Sale Order .

Select “Part Info” tab to record part information to generate a sale order
Select “TCD” tab to record part information to generate a sale order

Note: Ensure that available Qty for the Part #, Warehouse #, Stock Status combination is greater than or equal to the Order Qty entered.

Click the “Get Storage / Pricing Reference” pushbutton to retrieve stock and pricing details for the selected part.
Click the “Save” pushbutton to save details against the sale order.

Note: Ensure that the specified warehouse is mapped to the Part Sale Order transaction.

Select the “New Part Request” link to request new part or for modification of part attributes.

The system launches the “Request New Part / Part Attribute Change' activity under the 'Part Administration' business component.

Select the “Part Inquiry” link at the bottom of the page to view details of stock and price reference.
Enter the following field:

Ack. Date & Time

The current system date and time in which the Part Sale Order is acknowledged.

Ensure that the date and time entered in this field must be later than the Order Date and Time

The system displays this field only on Confirmation or Approval of PSO

Ack. Remarks

Any comment pertaining to the acknowledgment of the Part Sale Order.

The system displays this field only on Confirmation or Approval of PSO

Click the “Acknowledge” pushbutton to acknowledge the Part Sale Order.

Note that the system dispalys the Acknowledgment pushbutton only on Confirmation or Approval of PSO

Note that on “Order Confirmation” an email alert is automatically sent to the the contact person of the customer as defined in the Customer Master on 'Acknowledgement' of a Part Sale order.Click the “Release For Shipping” pushbutton to release the parts for shipping.

Click the “Release For Shipping” pushbutton to release the parts for shipping.
Click the “Generate MR” pushbutton to manually generate MR for against the selected PSO line number manually
Click the “Short Close” pushbutton to short close the part sale order.

Note: The system generates one MR by default for one PSO Line # if the parameter "Postpone MR Generation until Lead date" in the ‘Define Process Entities’ activity of the ‘Common Masters’ business component is set as 'Yes'

Click the “Cancel” pushbutton to cancel the part sale order.
Click the “Confirm” button to confirm the part sale order.
Click the “Approve” pushbutton to approve the part sale order.

Note: Ensure that Default Numbering Type is defined for the for the selected Sale Order Type in the "Define Process Entities" activity of the "Common Master" business component.

Click the “Return” pushbutton to return the sale order for corrections.
Select the “Edit Terms and Conditions” link at the bottom of the page to modify details of the payment terms and conditions for the parts to be serviced.
Select the ‘Manage Additional Shipment Information’ link at the bottom of the page to map/review the additional shipment details of the issue document.
Select the ‘Manage Letter of Credit’ link at the bottom of the page to manage create a new letter or credit or edit/view LC available for the given Customer OrderPart sale order.

Note that the system launches the Manage Letter of Credit screen only if the Part Sale Order is already generated.

Select the “Upload Documents” link at the bottom of the page to upload documents or attach files for reference.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view details of the documents attached for reference.

Note: The system updates the Ack. Req.? and Acknowledgment Status fields based on the the parameter " "Acknowledgment Required on confirmation of Part Sale Order” in the ‘Set Process Parameters” under the “Common Master” business component, even when the PSO is auto generated from 'Customer Request' , 'Pre Order Quotation'.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login user who created the part sale order.
Created Date	The date on which the part sale order was created.
Modified By	The login user who last modified the part sale order.
Modified Date	The date on which the part sale order was last modified.
Confirmed By	The login user who confirmed the part sale order.
Confirmed Date	The date on which the part sale order was confirmed.

Prerequisites

Customer Master Changes:
A valid customer must be defined in Customer Master
Part Pricelist # must be defined in the Customer master for a given customer.

What you can do in this activity

Recording Part Sales Order

Confirming Part Sales Order

Approving / Returning Part Sales Order

Short closing Part Sales Order

Recording Part Sales Order

A part sales order can be recorded in this screen against a Pre-Quotation document or without reference to any Pre-Quotation using the Direct Sales order button.

4 Enter the Customer Details Contact Information, Shipment Information, Additional Information and Pricelist Information

4 Enter the details in the “Part Info”

4 Enter “TCD” details in the multiline if required.

4 Click Save.

Note: The system allows partial Part Sales Order value entry,

Confirming Part Sales Order

4 Enter the Customer Details Contact Information, Shipment Information, Additional Information and Pricelist Information

4 Enter the details in the “Part Info” and “TCD” details in the multiline.

4 Click Save.

4 Click Confirm

Approving / Returning Part Sales Order

4 Enter the Customer Details Contact Information, Shipment Information, Additional Information and Pricelist Information

4 Enter the details in the “Part Info”,

4 Enter “TCD” details in the multiline if required.

4 Click Save.

4 Click Confirm and send the document for approval.

4 The supervisor or the authorized personnel Approves the document, else Returns the document for corrections.

Note: The system updates the status of the Part Sale Order as 'Under Approval' if it is Approved, but more levels of authorization are still pending. Once Part Sales Order document is approved, then the parts can be released for shipping.

Short closing Part Sales Order

After confirmation, a Part Sale Order can be short closed anytime before shipping.

Short closing Part Sales order can be done by user once document is in “Approved” status.