SunSystems Order Fulfilment Administration

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Order Fulfilment administration overview
Setting up the Purchasing module
What are the Stages in the Purchasing Process?
Purchase Business Setup
Defining the Purchase Business Setup
System
Defining Periods and Dates
Rules
Receipt Note
Budget Checking
Purchase Approval
Printing a Purchase Business Setup Report
Purchase Types
Purchase Types (PTS)
Header
General
Match Purchase Invoice
Budget Checking
Costing
Returns
Setting up Purchase Types (PTS) - Accounts
Finding a Transaction Type to Find an Account Recognition Code
Important Information About Setting Up Purchase Types
How Purchase Type Setup Stages Work
Rules about locations
Defining Stages for the Purchase Type
For Purchase Return Notes
Using Ledger Interface Reversal in Purchase Types
Defining Values for the Purchase Type
Specifying Decimal Places for Currency Values
Setting up Tolerances for Purchase Invoice Matching
Assigning Purchase Order Presets to the Purchase Type
Specifying Analysis Dimensions Not to be Transferred Between Receipts and Issues
Receiving Goods in Two Quantities
Printing a Purchase Type Listing
Purchase Presets
Setting up Purchase Presets
General
Details
Analysis
Setting up Values to be used on a Purchase Preset
Purchase Requisitioning
Requisition types
Header
General
Budget checking
Defining requisition values
Setting up requisition catalogue
Creating a category
Amending a category
Deleting a category
Adding an item to a category
Amending a category item
Adding a catalogue item to an existing requisition
Deleting a category item
Running requisition catalogue browse
Creating a requisition in requisition catalogue browse
Purchase Requisition Presets (PRP)
Setting up Purchase Requisition Presets (PRP) - General
Setting up Purchase Requisition Presets (PRP) - Details
Setting up Purchase Requisition Presets (PRP) - Analysis
Setting up Purchase Requisition Presets (PRP) - Misc Details
Setting requisition preset values
Assigning requisition presets to a requisition type
Email Notification Configuration
Requisition Email Notification Configuration
Purchase email notification configuration
Attaching business unit specific document formats to requisition email notification configuration
Attaching business unit specific document formats to purchase email notification configuration
Setting up the Sales module
Sales Business Setup
Defining the Sales Business Setup
System
Defining Periods and Dates
Rules
Credit Checking
Transaction References
Printing a Sales Business Setup Report
Sales Types
Sales Types (STS)
Header
General
Whole Processing
Inventory Allocation
Credit Checking
Returns
Accounts
Finding a Transaction Type to Find an Account Recognition Code
Defining Stages for the Sales Type
Using Ledger Interface Reversal in Sales Types
Defining Values for the Sales Type
Specifying Decimal Places for Currency Values
Setting up the Generate Invoice Action
Assigning Sales Order Presets to the Sales Type
Printing a Sales Type Listing
Sales Order Presets
Sales Order Preset (SOP)
Setting up Sales Order Presets - General
Details
Analysis
Setting up Values to be used on a Sales Order Preset
Printing a Sales Order Presets Listing
Credit Checking Customers
Credit Limit Checking
Overdue Invoice Checking
Credit Warning and Blocking
Applying Credit Checking
When is Credit Checking Performed?
Customer Credit Blocked
Flags on the Sales Order Line
What is whole processing?
Setting up the Inventory module
Inventory Business Setup
Defining the Inventory Business Setup
System
Defining Periods and Dates
Rules
Inventory Allocation
Batch/Serial Numbers
Printing an Inventory Business Setup Report
Inventory Costing Setup
Defining the Inventory Costing Setup
Printing an Inventory Costing Report
Inventory Count (ICS)
Overview of Inventory Count
General Information
Movement Orders Within Inventory Count
Movement Type
Movement Type Stages
Movement Type Value Labels
Allocations
Ledger Postings
Cyclic Counting in Inventory Count
Setting up Inventory Count
Header
Format
Cyclic Counting
Count Area
Characteristics
Analysis
Reporting on Inventory Counts
Movement Types
Movement Types (MTS)
Header
General
Whole Processing
Inventory Allocation
Costing
Accounts
Finding a Transaction Type to Find an Account Recognition Code
Defining Stages for the Movement Type
Using Ledger Interface Reversal Setup in Movement Types
Defining Values for the Movement Type
Specifying Decimal Places for Currency Values
Assigning Movement Presets to the Movement Type
Printing a Movement Types Listing
Movement Presets
Movement Order Presets (MOP)
General
Details
Movement Order
Analysis
Setting up Values to be used on a Movement Preset
Printing a Movement Presets Listing
What is whole processing?
Value Labels (VLB)
Setting up Value Labels
Item Master (ITM)
What can you do with the Item Master?
Setting up the Item Master (ITM)
Header Information
General
Receipt Note
Batch and Serial Number
Inventory
Inventory Allocation
Purchasing
Purchase Price
Item Analysis
Sales
Sales Price
Account Codes and Account Codes 2
Miscellaneous
Additional Fields
Printing an Item Listing
Additional Item Master Functions
Assigning an Item to a Supplier
Assigning Characteristics to an Item Supplier Setup
Defining Discrete Values for Item Supplier Characteristics
Assigning an Item to a Customer
Assigning Characteristics to an Item Customer
Defining Discrete Values for Item Customer Characteristics
Alternative Item
Item Costs
Assigning Characteristics to an Item
Converting an Item's Unit of Measure
Setting up Unit Labels
Assigning Conversions to Items
Item Storage Characteristics
Item Serial Number Format
Printing Details of Additional Item Master Functions
Item Characteristics (ITC)
Setting up Characteristics
Printing a Characteristics Listing
Batches of items
Setting up Batches
Assigning Characteristics to a Batch
Printing an Item Batch Listing
Unit of Measure Labels (UOM)
Overview of units of measure
Demand Quantity
Currency
Setting up Unit of Measure Labels
Printing a Unit of Measure Labels Listing
Unit Conversions
Setting up Unit Conversions
Product Group (PGS)
Setting up the Product Group
Setting up Product Group Unit Labels
Assigning Conversions to Product Groups
Printing a Product Groups Listing
Setting up Standard Units
Setting up the Standard Unit Conversion
Setting up Standard Unit Labels
Assigning Conversions to Standard Units
Printing a Standard Units Listing
Using Sequence Numbers in Conversions
Serial numbers
Setting up Serial Number Formats
Printing a Serial Number Listing
Setting up Serial Number Processing
Serial Number Processing - Item Master
Serial Number Processing - Form Designer
Reason Codes (RSC)
Setting up Reason Codes
Printing a Reason Code Listing
Storage locations
Inventory Locations (ILC)
General
Accounts
Finding a Location to Find an Account Recognition Code
Assigning Storage Characteristics to a Location
Attaching Text to a Location
Printing an Inventory Location Listing
Warehouse Setup (WHS)
Header
General
Analysis Codes
Accounts
Finding a Warehouse to Find an Account Recognition Code
Assigning Warehouses to Warehouse Groups
Assigning Document Formats to Warehouses
Assigning Storage Characteristics to a Warehouse
Assigning Locations to a Warehouse
Printing a Warehouse Listing
Setting up a Warehouse Group
Assigning Warehouses to a Warehouse Group
Printing a Warehouse Group Listing
Setting up a Zone
Assigning Storage Characteristics to a Zone
Printing a Zone Listing
Assigning Storage Characteristics
Printing an Assigned Storage Characteristics Listing
Inspection Codes (IIC)
Setting up Inspection Codes
Printing an Inspection Code Listing
Blanket contracts
Setting up a Blanket Contract
Price and Value Books
Setting up Price and Value Books
Setting up the Book
Setting up the Pages of the Book
Setting up the Lines of the Page
Setting up the Price Book Hierarchy
Using Customer and Supplier Analysis with Cumulative Price Books
Printing a Price Book Listing
Setting up Promotions
Landed costs
Principles Behind Landed Costs
The Landed Cost Process
How Does the Landed Costs Process Work?
Further information About Landed Costs
Applying Landed Costs
Selecting the apportioning lines
Manual Calculation Apportioning
Automatic Calculation Apportioning
Charge Rules (CHR)
Header
Value Label Details
Ledger Interface
Weighting/Index Details
Miscellaneous
Printing a Charge Rules Listing
Setting up a Charge Index
Setting up Charge Index Elements
Printing a Charge Index Listing
Inventory Cost Types (ICT)
Setting up Inventory Cost Types
Item Costs
Receipt/Issue Costs
Printing an Inventory Cost Types Listing
User Defined Costs
Setting up User Defined Costs
Printing a User Defined Costs Listing
Amending a User Defined Cost
Inventory cost classifications and combinations
Setting up Inventory Cost Classifications
Printing an Inventory Cost Classification Listing
What are Inventory Cost Combinations?
Setting up Inventory Cost Combinations
Printing an Inventory Cost Combination Listing
Inventory Revaluation Profile (IRP)
Setting up Inventory Revaluation
Defining a Revaluation Profile
Inventory Revaluation Profile Actions
Reporting on Inventory Revaluation Profiles
Approvals
Setting up Approvals
Processing Approvals
Delegation of Approvals
Approvals tables
Setting up Approvals Tables
Printing an Approval Tables Listing
Setting up Levels of Approval
Allocations
Manual or Automatic Allocation?
Setting up Automatic Allocations from Warehouses
Ledger Interface
The Components of Ledger Interface
Setting up the Ledger Interface
Setting up the Ledger Interface Posting Details
Setting up the General Ledger Interface Line Details
Setting up the Line Details for the Transaction Values Type
Defining Transfer Data Codes for Additional Ledger Fields
Setting up Line Details for Inventory Cost Type
Defining Line Details for Additional Ledger Fields
Setting up Line Details for External/Business Line Import Type
Defining Line Details for External Line Import for Additional Ledger Fields
Setting up Account Recognition Codes
Business Account Codes (BAC)
Business Account Codes form
When are the Interface Journals Posted?
Ledger Interface for Credit Notes, Debit Notes, PRN's and SRN's
Consolidation Groups (CGS)
Setting up Sales Consolidation
Printing a Sales Consolidation Group Listing
Employees (EMP)
Setting up Employee Details
Personal Details
Analysis
Printing an Employee Details Listing
Employee Roles (EMR)
What are employee roles?
Amending Employee Roles
Filling Employee Roles form (EMR)
Printing an Employee Roles Listing
Assigning Employee Roles
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