Flexible sales order processing

You can automate the processing of sales orders. For each activity that is linked to an order type, you can specify its execution mode: automatic or manual.

The execution of the order procedure activities can start when a user approves the order. After approval of an order, all automatic activities are executed successively until an activity is defined as nonautomatic. After you manually executed the nonautomatic activity, LN executes the next automatic activity, etc.

To enable flexible order processing, you must first specify this data:

Sales order type and sales order type activities.
Default devices to which (error) reports for a user are printed.

Sales order types and activities

Specify sales order types and link activities to the order types in the Sales Order Type (tdsls0694m000) session. By selecting or clearing the Automatic check box for an activity, you can specify its execution mode.

Important!

Ensure that the list of activities linked to an order type is extensive enough to cover all processes that can apply during execution of the order procedure. If an activity is not applicable for the order type, LN automatically skips/removes this activity.

You can view the actual activities that are linked to the sales order (delivery) line and the status of the activities in these sessions:

Mandatory activities

When you create an order type in the Sales Order Type (tdsls0694m000) session, LN automatically links several mandatory activities to the order type, such as:

Note

For the consignment replenishment order type, the activity Release Sales Orders/Schedules to Invoicing (tdsls4247m000) is not linked. For the retro-billed order type, the activity Release Sales Orders to Warehousing (tdsls4246m000) is not linked.

Optional activities

Various optional activities are also automatically added to the Sales Order Type - Activities (tdsls0560m000) session, such as:

You can remove the optional activities from the order type, if required.

Note

For the return order type, collect order type, cost order type, retro-billed order type, and the consignment order types, the activity Sales Order Invoice Lines (tdsls4106m100) cannot be linked.
You cannot define the Sales Order Invoice Lines (tdsls4106m100) and Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) activities as automatic activities. These activities must always be executed manually, because you must first maintain, approve, or confirm invoice quantities.
For the retro-billed order type, the collect order type, and the cost order type, the activity Generate Freight Orders (tdsls4222m000) cannot be linked. This also applies if the Consignment Invoicing check box is selected in the Sales Order Types (tdsls0594m000) session.

Execution of activities

The actual execution of the activities that are linked to the order type is determined during the order procedure.

Examples:

Release Sales Orders to Warehousing (tdsls4246m000) and Sales Deliveries (tdsls4101m200)
Although Release Sales Orders to Warehousing (tdsls4246m000) and Sales Deliveries (tdsls4101m200) can both be linked as a mandatory activity to the order type, either the Release Sales Orders to Warehousing (tdsls4246m000) activity or the Sales Deliveries (tdsls4101m200) activity is executed during the order procedure. This applies to sales orders with a cost or service item. A sales order is released to Warehousing if the Release to Warehousing check box is selected in the Items - Sales (tdisa0501m000) session for the cost or service item. If the Release to Warehousing check box is cleared, you must manually maintain the deliveries for the sales order in the Sales Deliveries (tdsls4101m200) session.
Generate Purchase Order Advice for Sales Order (tdsls4240m000) and Generate Purchase Orders (tdsls4241m000)
Either the Generate Purchase Order Advice for Sales Order (tdsls4240m000) or the Generate Purchase Orders (tdsls4241m000) activity can be linked to the order type. Determine whether purchase order advices must first be generated before cross-docking orders and direct delivery orders can be created.
Generate Production Orders (tdsls4243m000)
This activity is applicable only if the Delivery Type field is set to Production in the Sales Order Lines (tdsls4101m000) or the Sales Order Planned Delivery Lines (tdsls4101m100) sessions.
Calculate Standard Costs by Project (tipcs3250m000)
This activity is applicable only if you enter a sales order line with a customized item. The Calculate Standard Costs by Project (tipcs3250m000) session updates the sales order line with the calculated standard costs of the customized item. If you use lower cost or market value (LCMV), the sales order line is updated with the calculated standard costs of the customized item only if the Backdate Valuation Price Allowed check box is also selected in the Calculate Standard Costs by Project (tipcs3250m000) session.
Sales Order Invoice Lines (tdsls4106m100)
This activity is applicable only if the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session. For more information, refer to Customer approval.

Default devices

Specify a default device to which reports are printed for the user in the Sales User Profiles (tdsls0139m000) session.

When you insert a user profile in the Sales User Profiles (tdsls0139m000) session, these printing sessions are automatically inserted in the Default Devices by User (tdsls0140m000) session:

Print Sales Quotations (tdsls1401m000)
Print Sales Contract Acknowledgements (tdsls3405m000)
Print Sales Contract Reminders (tdsls3406m000)
Print Sales Order Acknowledgements/RMAs (tdsls4401m000)

For each printing session, you can define the device that is used for printing in the Default Devices by User (tdsls0140m000) session. You can start this session by choosing Default Devices by User from the appropriate menu in the Sales User Profiles (tdsls0139m000) session. The Device in the Default Devices by User (tdsls0140m000) session is defaulted from the Device in the Sales User Profiles (tdsls0139m000) session but can be overwritten in the Default Devices by User (tdsls0140m000) session.

The device search path for printing external documents:

From the Default Devices by User (tdsls0140m000) session.
From the Sales Order Type - Activities (tdsls0560m000) session.
If no device can be found, you must select a device.

The device search path for printing internal documents:

From the Sales User Profiles (tdsls0139m000) session.
From the Sales Order Type - Activities (tdsls0560m000) session.
If no device can be found, you must select a device.

Note

If an error report is printed, LN always uses the device specified in the Device field of the Sales User Profiles (tdsls0139m000) session. If no device is specified, you must select a device.
For automatically executed activities, no process reports are printed.

Sales order status and flexible sales order processing

Flexible sales order processing starts when a sales order receives the Approved status.

When a (delivery) line of an approved sales order is modified, the order header status changes to Modified. The modified sales order line is now excluded from the automatic execution of order activities. You must re-approve the sales order.

Example

Order type sequence	Activity	Automatic
1	Print Sales Order Acknowledgements/RMAs (tdsls4401m000)	Yes
2	Release Sales Orders to Warehousing (tdsls4246m000)	Yes
4	Process Delivered Sales Orders (tdsls4223m000)	No

Because Print Sales Order Acknowledgements/RMAs (tdsls4401m000) is an automatic activity, the sales order is printed after it is approved. Next, LN automatically executes the activity Release Sales Orders to Warehousing (tdsls4246m000). You must manually process the delivered sales order in the Process Delivered Sales Orders (tdsls4223m000) session.