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Order Entry by Fulfillment

Introduction

Order entry by fulfillment process is designed to locate stock for a customer’s order. The user can upload the original order and allow the system to apply the primary supply logic and load the suggestion onto a panel, thus allowing the user to look for related items, research using options for general price & availability and item stocks.  User may choose to split the order line further, fulfilling the order with different combination of related items and warehouses. Orders can then be created (using Order Entry) and delivery details updated and actual price and availability can be checked.  At any point in entry of orders, user can cancel all the orders, come back to the planning panel and rearrange the supply again.

Business rules setup

View the business rules
 Control file  Setup
TMDS/OE-FMTPM Define new order type format for the excel upload(3 char – same as order type in TMSDS/OM-OTO.)
TMSDS/OM-OT0  Define the order type for the excel upload (3 char – same as in TMSDS/OE-FMTPM.)
TMSDS/OM-OT1  Define fields for the new order type. Define field DUPCREF=’N’ for new order type 
TMSDS/OM-VORDD   For the new upload order type enter  2 = Do not divert
TMSDS/IQ-OPT  Add new option Z=linked item 
TMSDS/CONO   Main company warehouse
 TMSDS/OE-IMWH Define the printer (dropship) warehouse by item attributes. 
 ********/DE-SVR

Review the the following details on this control file.

  • IP address of the server serving the documents and FTP server
  • Java server port on server
  • The network name the system refers to where all docs directories are.
  • The location where the templates are stored

Other setup

View the other setup
   
Setup data exchange defaults for function DSE320. Menu: Base>Other Options>Order Processing & Billing>Cross Applications Support>Rebuilds>Document Exchange Maintenance. (XAM160).
Check excel file for upload  Ensure the excel file to be uploaded resides in the location specified above (document exchange setup for DSE320). See below for the upload template.

Procedure – Order entry by fulfillment

It is your responsibility to ensure that you understand this procedure before performing the following tasks.

Note

Deviations from this procedure should be covered by procedures written by your company. Before performing any tasks please ensure all the business rules are set-up accordingly. For detailed information on any of these tasks refer to the Order Processing & Billing User Guide.

Upload order

Tasks Instructions
Upload the original order from an excel file.
  1. Menu: Base>Distribution>Order Processing & Billing>Order Processing>Order entry>Via Picking Slip>Order Types>PS Normal Order by Fulfillment. (DSE320).

  1. Enter a valid excel spreadsheet, customer number and reference (mandatory). The Sheetname must be entered if there is more than one sheet in the excel file (if there is only 1 sheet then it will automatically default).
Note  Use function ‘Show Excel’ to verify the data to be uploaded. If the data is incorrect, it can be fixed before proceeding with the upload.
  1. Click OK to confirm.

Once the spreadsheet data is uploaded, the system will use the following logic for stock items to fulfill the order.

  1. Try immediate substitution
  2. Try fulfilling with customer warehouse
  3. Try fulfilling with company main warehouse from TMSDS/CONO
  4. Try to locate dropship warehouse from TMSDS/OE-IMWH

For non-stock item, there is no need to check stock availability from the customer warehouse or the company main warehouse so it will skip steps b & c above, but a warehouse needs to be defaulted (from TMSDS/OE-IMWH) so that it does not split the order by warehouse.

Order planning

Tasks Instructions
Plan your order

 On upload of the spreadsheet the planning panel will display.

This panel will display the following.

  1. The original order (protected) with Excel row number 
  2. Suggested line(s) with available quantities from various warehouses.  The system will try to use stock warehouse if possible, the remaining unavailable stock will always push to the dropship warehouse (if defined for this item).

You can use the available options to update the order as required.

  1. 1 =Select linked item (DSI350) to search for related items.
  2. 3 = Copy an existing order line
  3. 5 = PA inquiry to look for prices, hence stock and POs

  4. 6 = Stock inquiry to look for other warehouse stock, hence prices and POs

Note When selecting linked items, the system will exclude linking to items restricted in control file TMSDS/TM-RSTG. 
  1. Enter the following as required.
    1. Overriding TOS, price and discount (leave blank to let Order Entry calculate).
    2. Supplying warehouse.
    3. Allocating quantities (deliverable and backorder).  These must total up to the original quantity.  A warning will be given if insufficient stock.  The line quantity will be decided by Order Entry for deliverable, backorder and lost.
  2. Click function Order Import to import the order into Order entry.

Order entry

Tasks Instructions
Confirm order entry

When the function Order Import on the order planning panel is clicked, the imported order will display in DSE005. In order entry, enter or update details as required.

  1. Add any additional details to the order
  2. Accept the order. The system will return back to the order upload panel for the next Excel upload.
Note

If you cancel out at any stage, all orders will be deleted and system will return back to the planning panel.

Templates

 Field Description  Explanation
I   Item  (Mandatory, valid item)  
TOS  Type of Sale  (Optional, override) 
PRIC  Price   (Optional, override) 
DISC  Discount  (Optional, override) 
QTYS  Quantity   (Mandatory, >=1)   
REMARK  Remarks   (Optional, display short text on DSE320 panel) 

 

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