Order Forms functionality has been designed to support Pre-Pack Booklist Order Processing. Normal distribution orders (non-booklist) are still keyed without the use of Order Forms or batches but all Booklist orders will use Orders Forms with Batches. Each Booklist is created as an Order Form.
Once an Order Form and Batches have been created for a Booklist, orders can be entered. Orders may be captured either through manual entry against Order Form Batches or via an interface for orders received on the web. Changes to orders (for example additions, deletion of lines, order cancellations or order deletions) may be captured using Batch Order Entry. [Read more…]
View Order Forms process flow
1) Orders are entered in batches (OF)
2) Re-entry and verification takes place
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):
For Each Order Type you may define the following fields:
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Maintenance
- OF customer applicability
- Work with OF batches
- OF Batch order entry
- Work with OF orders
- Stock allocation by order forms
Reports
