Sales Order Fulfillment Workbench (tdsls4601m100)

Use this session to filter the sales order lines that require an internal sales representative's attention and to execute the appropriate actions on the lines. For example, order lines that are yet to be delivered and are almost due, or lines with a due date (planned delivery date) in the past.

Filters

You can use these filters to display the appropriate selection of order lines:

  • General Filter
    By Sales Office, Internal Sales Representative, Sold-to Business Partner, Item, or by a combination of these fields.
  • Process Filter
    By processing status.
  • Planned Delivery Date Filter
    By due date.
Note
  • The check marks next to the filter options indicate the filters that are activated.
  • The count fields display the number of lines for the filter. This number is displayed irrespective of the activation of the filter.
Tab

The Order Lines tab, which refers to the Sales Order Fulfillment Lines (tdsls4101m500) session, includes the order lines that match the activated filters. When you double-click a line, the Sales Order Lines (tdsls4101m000) session is started.

Related topics

 

General
Sales Office

A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities.

Internal Sales Representative

An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics.

Sold-to Business Partner

The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department.

The agreement with the sold-to business partner can include:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Order Lines

The total number of sales order lines that are displayed, based on the General filter.

Process
Backordered

If a check mark is displayed, backorder lines are displayed.

Click Backordered to activate or deactivate this filter.

Count

The count of the lines for the filter, which is displayed irrespective of the activation of the filter.

Returns

If a check mark is displayed, return order lines are displayed.

Click Returns to activate or deactivate this filter.

Related topics

Planned Delivery Date
Past Due

If a check mark is displayed, order lines with the planned delivery date in the past are displayed.

Click Past Due to activate or deactivate this filter.

Due Today

If a check mark is displayed, order lines with the planned delivery date scheduled for today are displayed.

Click Due Today to activate or deactivate this filter.

Due 1-7 Days

If a check mark is displayed, order lines with the planned delivery date in the next seven days are displayed.

Click Due 1-7 Days to activate or deactivate this filter.

Due Beyond 7 Days

If a check mark is displayed, order lines with the planned delivery date after the next seven days are displayed.

Click Due Beyond 7 Days to activate or deactivate this filter.

Economic Stock Level

This graph displays the item inventory for the due date, and for a couple of days before and after the due date. The graph is displayed when you select an order line.

Example

The inventory for item LAPTOP is 100 in warehouse A. On the due date, which is today, 10 items are sold. The day after tomorrow, 20 items are expected to be delivered in warehouse A.

The graph for item LAPTOP and warehouse A displays this data:

Day before yesterday100 pcs
Yesterday100 pcs
Today90 pcs
Tomorrow90 pcs
Day after tomorrow110 pcs

 

 

Show All

Clears the filters, so you can make a new selection.