Accessing VA Order Entry directly from Sales Order Entry

You can create an automatic order tie to a VA order from Sales Order Entry when you do not have sufficient VA product in your warehouse for the order. Costs are transferred from Value Add to Sales Order Entry automatically. The automatic transfer updates sales order line items with the fabricated product’s margin cost.

To access VA Order Entry directly from Sales Order Entry, select the appropriate value in the Value Add Workflow field in the Order Entry Defaults window in Sales Order Entry.

Note: If you encounter time-out errors when tying a sales order line to a VA order with a large number of inventory lines, you can enable batch call processing. Select Use Batch Call Process for Designated Slow Service Interface Calls in SA Administrator Options-System-General.
  1. Select Sales > Entry > Order.
  2. Select Stock Order, complete the remaining fields in the section, and click Next.
  3. Specify the VA product information and click Add.
  4. Verify the unit, price, and discount.
  5. Click Sourcing to create a VA order.
    Note: When Infor CPQ is integrated with Value Add and when Auto Source CPQ Configurator VA Assembly Type Products is selected in SA Administrator Options-Integrations-Configurator Options a tied VA order is automatically created.
  6. Specify the VA product sourcing information.
  7. After you source an item to a VA order in Sales Order Entry, click Done Sourcing.
  8. Click Add to add the line.
  9. Optionally, you may configure the product in the Infor CPQ Configurator from VA Order Entry.
  10. Save and close the VA order to return to Sales Order Entry. The VA Tie/ARP window appears.
  11. On the VA Tie/ARP Rollup window, you can make changes to markup and margin cost and recalculate the pricing.
  12. Select either Markup or Margin and specify your changes.
  13. Click Recalculate to update the VA Pricing Worksheet. Refer to the Price/Each and Cost Margin fields to compare the price and cost before your changes. Continue to make adjustments as necessary.
  14. Click Update to return to Sales Order Entry and complete the order.
Related topics