销售订单(Sales Order)流程

普通销售订单的流程如下:

Responsibility: Manufacturing and Distribution manager

1 . Create Sales Order

(N)Order Management->Orders, Returns->Sales Orders

Status: Entered

 

2. (Optional)Book Sales Order

(N)Order Management->Orders, Returns->Sales Orders

(B)Book Order

Status: Awaiting Shipping

 

3. (Optional)Schedule Sales Orders

(N)Order Management->Orders, Returns->Sales Orders->(Tab)Line Items

Tools->Scheduling->Schedule
Or

(N)Order Management->Orders, Returns->Schedule Order

 

4. (Optional)Reserve Sales Orders

(N)Order Management->Orders, Returns->Sales Orders->(Tab)Line Items

Tools->Scheduling->Reserve
Or

(N)Inventory->On-hand, Availability->Reservations

 

5. Release Sales Order

(N)Order Management->Shipping->Release Sales orders->Release Sales orders

(B)Execute Now

Notice: Set the following options as below. If set as "Yes", needn't execute step 6 and 7

Autocreate Delivery->No

Auto Pick Confirm->No