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Lawson Distribution Management User Guide
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Overview
Lawson Distribution Management process flow
The interface process between the Lawson Distribution Management and other Lawson applications
Planning for Lawson Distribution Management setup
Concepts in this chapter
Lawson's setup hierarchy
Effects of the Currency application to Lawson Distribution Management
Effects of the General Ledger application to Lawson Distribution Management
Effects of the Cash Management application to Lawson Distribution Management
Effects of the Tax application to Lawson Distribution Management
Effects of the Accounts Payable application to Lawson Distribution Management
Effects of the Inventory Control application to Lawson Distribution Management
About item group
About inventory locations
About general ledger category
About inventory classes
About item master
About item location
Planning your Inventory Control setup
Effects of the Purchase Order application to Billing
Effects of the Invoice Matching application to Billing
Effects of the Accounts Receivable application to Billing
About a customer group
About a customer class
About hold codes
Planning your Accounts Receivable setup for Billing
Setting up the Billing application
Concepts in this chapter
About company
Process level
Company or process level invoices (BLD/DST)
User fields (BL/DST)
Primary General Ledger accounts (BL/DST) default setting
Invoice type
Reason code
Booking
Item comment types
Procedures in this chapter
Setting up the Billing company
Setting up process levels (BL/DST)
Setting up ship-to addresses (BL/DST)
Adding standard comments (BL/DST)
Cross-referencing item numbers (BL/DST)
Assigning default General Ledger accounts (BL/DST)
Options for setting up a sales class account record
Related reports and inquiries
Setting up invoice types (BL/DST)
Setting up reason codes (BL/DST)
Defining add-on charges (BL/DST)
Assigning add-on charges to items (BL/DST)
Defining freight codes (BL/DST)
Setting up electronic payment (EP) types (BL/DST)
Setting up customer codes (BL/DST)
Planning to add billing information to a customer (BL/DST)
Setting up the Warehouse application
Concepts in this chapter
Feedback overview
Process types
Shipping methods
Procedures in this chapter
Defining process types
Defining shipping methods
Defining allocation codes
Setting up the Order Entry application
Concepts in this chapter
Order type
User ID
Order source
Standard order
Order discount code
Route processing
Procedures in this chapter
Defining order types
Adding user IDs
Defining order sources
Creating a standard order
Defining order discount codes
Defining routes
Setting up the Sales Analysis application
Concepts in this chapter
Functions of the Sales Analysis application
Summarize sales data option process
About summarizing Sales Analysis data
Uses of inquiry formats
Data types on Sales Analysis inquiries
Procedures in this chapter
Defining company parameters
Defining period ending dates
Defining inquiry formats
Creating budgets
Setting up pricing
Concepts in this chapter
About setting up pricing (BL/DST)
Price base (BL/DST)
Price base modifier (BL/DST)
Price list (BL/DST)
Options for applying discounts (BL/DST)
Contract (BL/DST)
Promotion (BL/DST)
Amalgamated pricing (BL/DST)
Default pricing hierarchy (BL/DST)
Location-based pricing (BL/DST)
About using multiple units of measure pricing (BL/DST)
Broken case charge (BL/DST)
Sell price unit of measure (BL/DST)
Pricing worksheet (BL/DST)
What If pricing (BL/DST)
About pricing using multiple currencies (BL/DST)
Price book (BL/DST)
Procedures in this chapter
Defining price bases (BL/DST)
Options for defining price bases
Related reports and inquiries
Defining Price Lists
Options for Defining Price List
Related Reports and Inquiries
Defining a contract (BL/DST)
Assigning contracts to sales classes or items
Related reports and inquiries
Defining a promotion (BL/DST)
Assigning promotions to sales classes or items
Related reports and inquiries
Creating and printing price books (BL/DST)
Performing a price inquiry (BL/DST)
Using pricing worksheets (BL/DST)
Options for creating and updating pricing worksheets
Related reports and inquiries
Setting up discount codes
Entering customer orders
Concepts in this chapter
Customer order vs. sales quote
About entering orders in Lawson
Kinds of orders
About order information default settings
About order date, request date, and expected ship date
About managing taxable and nontaxable items
Items you can enter on an order
Inventory, non-stock, or special items
Kit items
Replacement items
Associated items
About delaying allocation of a customer order line
Payment methods available to customers
About adding an order
About releasing an order
About processing Intrastat transactions
Procedures in this chapter
Entering a customer order
Options for entering customer orders
Related reports and inquiries
Entering a ship immediate order
Interfacing an order into Lawson
Offering a sales quote to a customer
Copying an order
Copying part of a previous or standard order
Copying an entire order
Processing order acknowledgements
Creating purchase orders for customer orders
Concepts in this chapter
About processing a drop ship order
About pre-billing my customer for a drop ship order
About processing a create PO order
About passing vendor freight charges to my customer
Procedures in this chapter
Entering a create PO order
Entering a drop ship order
Follow-up steps for a drop ship order
Options for entering a drop ship order
Electronic payment overview
Concepts in this chapter
Electronic payment processing
Authorization
Period when authorization is attempted
Authorization failure
Troubleshooting a failed authorization
Batch releasing of electronic payment orders
About authorization on sales orders
About using EP processing for ship immediate orders
Settlement
Settlement failure
About releasing electronic payment invoices
About requiring authorization and settlement
Difference of accounting for EP transaction accounts
Maintaining customer orders
Concepts in this chapter
About finding my customer's order information
About changing information on an existing order
Period of changing information
Uses of hold codes
Application assigned hold codes
Period of cancelling an order or line
Procedures in this chapter
Inquiring on an existing order
Cancelling a customer order
Options for cancelling a customer order
Related reports and inquiries
Assigning hold codes to customer orders
Removing hold codes from customer orders
Removing hold codes from a customer order
Preventing a ship immediate order from going on credit hold
Related reports and inquiries
Applying additional discounts
Options for applying additional discounts
Related reports and inquiries
Changing order information
Changing line item information
Changing order information for all new items (header level)
Options for changing order information
Fulfilling customer orders
Concepts in this chapter
Inventory allocation
Online allocation
Batch allocation
About allocating inventory items
About processing future orders
Example of future order processing
Goods
Pick list
Difference between an order and a shipment
About using Walk Thru
Difference between Finish and Release
About assembling a Bill of Lading
Procedures in this chapter
Allocating inventory
Batch allocation
Related reports and inquiries
Online allocation
Related reports and inquiries
Cancelling requisitions
Options for canceling requisitions
Printing pick lists for allocated items
Options for printing pick lists
Interfacing pick lists
Related reports and inquiries
Performing picking, packing, or shipping feedback
Performing picking, packing, or shipping feedback online
Performing picking, packing, or shipping feedback in batch
Related reports and inquiries
Interfacing picking, packing, or shipping feedback
Merging shipments
Releasing the shipment
Batch releasing the shipment
Related reports and inquiries
Releasing the shipment online
Related reports and inquiries
Creating advance ship notices
Deleting a shipment
Voiding a shipment
Creating invoices and credit memos
Concepts in this chapter
Sources of invoices
About creating shipment-related invoices
Billing adjustment
Changes allowed to unreleased and released invoices
About processing down payments in billing
Procedures in this chapter
Creating invoices and credit memos
Maintaining unreleased invoices and credit memos
Maintaining released invoices and credit memos
Performing a billing adjustment
Creating recurring invoices
Concepts in this chapter
Recurring invoice
Setup decisions needed to run recurring invoices
Master recurring invoice
Customer recurring invoice
About using the zero-after option
About controlling a recurring charge entry
About controlling the frequency of recurring invoices
About calculating the billing frequency in the Billing application
Procedures in this chapter
Defining a master recurring invoice
Defining customer recurring invoices
Mass creating customer recurring invoices
Related reports and inquiries
Managing quantities on zero-after line items for each period
Follow-up tasks
Related reports and inquiries
Assigning responsibility for updating item quantities
Assigning responsibility for updating add-on charges
Printing and updating invoices and credit memos
Concepts in this chapter
Eligibility of an invoice for printing
About printing invoices and credit memos
About updating subsystems with invoice information
Procedures in this chapter
Editing invoices before printing
Printing invoices and credit memos
Printing invoices and credit memos
Creating and sending electronic invoices
Updating invoices and credit memos
Interfacing invoices and credit memos
Processing customer returns
Concepts in this chapter
About processing a return without the original order or invoice information
Authorization number
Inventory disposition
About returning inventory that was paid electronically
About prohibiting customer returns
Procedures in this chapter
Returning an entire customer order
Returning a partial customer order
Returning specific order lines
Returning specific items
Selecting inventory disposition
Releasing the return
Closing the Billing period
Concepts in this chapter
Frequency of closing the Billing period
Options when closing the Billing period
Procedures in this chapter
Closing the Billing period
Inquiring on and printing sales data
Concepts in this chapter
About printing sales analysis reports
About summary reports
About detail reports
Procedures in this chapter
Summarizing or retrieving sales data
Changing your summarization setup decision
Inquiring on Sales Data
Printing summary reports
Printing detail reports
Using Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix (DST)
Attribute
Element
Uses of attributes (DST)
List (DSTUG)
Using lists
Automatic lists
Automatic list example
Manual lists
Procedures in this chapter
Loading Lawson-defined attributes and elements
Defining an attribute (DST HCM)
Follow-up tasks
Related reports and inquiries
Assigning attribute values to items and customers
Assigning attribute values to an item
Assigning attribute values to a customer
Related reports and inquiries
Options for assigning attribute values
Defining an automatic list (DST)
Optional procedure for creating an automatic list
Related reports and inquiries
Or Group logic tables
Defining a manual list (DST)
Optional procedure for creating a manual list
Related reports and inquiries
Interfacing valid attribute value ranges to Attribute Matrix (DST)
Delivering orders by route
Processing orders by route
Intercompany order fulfillment
Concepts in this appendix
Uses of customer and vendor roles
Effects of customer and vendor roles in Order Entry
Procedures in this appendix
Performing intercompany order fulfillment
Order processing options
Concepts in this ppendix
Cash on delivery processing
Proof of delivery processing
Verifying your inventory quantity data
Concepts in this appendix
Data Verification Toolset
Prerequisites for running update programs
About running the Data Verification Toolset
CSV files that update programs create
Database files that update programs update
Procedures in this appendix
Preparing source documents
Checking for orphan records
Checking for orphan records in Requisitions
Checking for orphan records in Order Entry
Checking for orphan records in Production Order
Checking for orphan records in Purchase Order
Checking for orphan records in Warehouse
Running the document integrity check
Running the document integrity check for Requisitions
Running the document integrity check for Order Entry
Running the document integrity check for Production Order
Running the document integrity check for Purchase Order
Running the document integrity check for Warehouse
Understanding Inventory Valuation
Running the WH and IC integrity check
Running the Warehouse detail integrity check
Performing a physical inventory
Viewing progress messages
Printing an audit trail history
Understanding record statuses
Lawson - Warehouse Management System interface
About the Lawson - WMS interface
Setup considerations for interfacing Lawson and a WMS
About the interfacing between Lawson and WMS
Data that Lawson sends to WMS (outbound processing)
Data that Lawson receives from WMS (inbound processing)
Programs that are used in this interface
Tables that are used in this interface
Activating the WMS interface
Outbound EDI Transactions (832 and 867)
Creating price or sales catalogs
Notifying manufacturers of product shipment or return
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