Order forms process flow

1) Orders are entered in batches (OF)

2) Re-entry and verification

3) Release to Warehouse using Release Batch Option (status D)

  • Pend for deliveries requiring pre-payment if pre-payment not matching order value or no pre-payment
  • Order Categories are assigned and stock allocated. Order Category will match Booklist (Order Form) ID.
  • Backorders are created where applicable for short supply.

4) Release to Pick (by Booklist Order Category) and place into warehouse runs for picking.

  • Multiple Order Categories may be selected together (for example multiple year levels to be picked together).
  • Run numbers are auto generated.

5) Pick Confirm (Status A).

6) Print “Invoice” (Shipping documents) to go with goods (Status I)

7) Dispatch Confirm (Status C)

Note A Credit Card processing step can occur at any stage before printing the documents.

TMSDS/OM-OT1 determines the default rules for Order Types. On column ‘Value/Rule/Extension’, you can define a constant or a rule name or an extension name. If the value starts with ‘#’, it is considered as a rule. If ‘&’, it is an extension that is used in the TMSDS/OM-OT2, otherwise it is a constant.

For Each Order Type the following fields must be defined (with some examples of rules for fields given in the Rule and Comment columns):

Field Description Rule Comment
CBOA Customer Backorder Acceptance #CUSTOMER Customer Master
CN Customer Number #BU Business Unit: TMSDS/POS-DFT
CSTP Customer template ID
FXPF Fixed Price Flag(Y/N)
FXDF Fixed Discount Flag(Y/N)
HMVF Hold Minimum Value Flag(Y/N) #CUSTOMER Customer: TMSDS/OE-HMVF
IDOC Immediate Doc. Print
IPCK Immediate Pickslip Print
ORDACK Order acknowledgement code (TMSDS/WA-ALVL)
ORDP Order Priority
OREF Our Reference
PRCD Price Code

#BU

#CUSTOMER

Business Unit: TMSDS/POS-DFT

Customer Master

SRCT Source of Transaction #BU

#CUSTOMER

Business Unit:

TMSDS/POS-DFT

Customer: TMSDS/OE-DSRCT

STKALC Stock Alloc Type (1=Normal, 2=online while editing, 3=when finalized) #CUSTOMER Customer:
TOS Type of Sale #PRODUCT

#CUSTOMER

#PRICE

Customer/Item/Warehouse: TMSDS/OE-DTOS2

Customer: TMSDS/OE-DTOS

TOS that has price attached

TWHS TFR IBR/Warehouse
WHS IBR/Warehouse #BU

#CUSTOMER

Business Unit: TMSDS/POS-DFT

Customer Master

For Each Order Type you may define the following fields:

 SOS Subscription order status
SSRC Subscription source
DUPI Duplicate item checking active? (Y/N/W)
DUPCREF Duplicate customer. ref. checking active? (Y/N/W)
DLVADR Delivery address default (1=Normal, 2=Contact)