SunSystems Order Fulfilment

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Order Fulfilment overview

What are the stages in the purchasing process?

Processing a purchase order

Purchase orders and purchase return notes

Purchase Order Entry (POE)

Setting up Puchase Order - Header

Setting up Purchase Order - General Details

Setting up Purchase Order - Item

Setting up Purchase Order - Payment

Setting up Purchase Order - Pricing

Setting up Purchase Order - Analysis

Setting up Purchase Order - Confirmation Details

Setting up Purchase Order - Receiving Ordered Items

Setting up Purchase Order - Delivery

Setting up Purchase Order - Purchase Requisitioning

Setting up Purchase Order - Actions

Setting up Purchase Order - Lines Actions

Setting up Purchase Order - Characteristics

Specifying discrete values for characteristics

Approving purchase orders and invoices

Purchase Order Work Queue (POW)

View purchase order approval stamp

Purchase Invoice Work Queue (PIW)

View purchase invoice approval stamps

Attaching files to a purchase order or purchase order line

Generating transaction lines

Generating transaction lines from Sales Order Entry and Sales Return Notes

Generating transaction lines from Purchase Order Entry and Purchase Return Notes

Generating transaction lines from Purchase Invoice Entry

Creating temporary addresses

Temporary addresses details

Supplier details

Customer delivery details

Own company details

Blanket purchase contracts

Blanket contract processing

Blanket contract expiry

Show requisition lines called off against purchase blanket contract

Scheduled orders

Creating a scheduled order

Using scheduled orders

The Schedule Order form

Examples of a Scheduled Order

Processing a receipt note

Selecting the required transactions

Searching for the required transactions

Inventory Receipt Note Entry (IRE)

Setting up Inventory Receipt Note Entry form - Header

Setting up Inventory Receipt Note Entry form - General

Setting up Inventory Receipt Note Entry form - Analysis

Setting up Inventory Receipt Note Entry form - Inspection Details

Setting up Inventory Receipt Note Entry form - Receipt Note Actions

Setting up Inventory Receipt Note Entry form - Receipt Note Line Actions

Setting up Inventory Receipt Note Entry form - Characteristics

Inspecting the received items

Transferring the received items

Processing a purchase invoice

Purchase Invoice Entry (PIE)

Setting up Purchase Invoice Entry - Invoice Header

Setting up Purchase Invoice Entry - Invoice Line General Details

Setting up Purchase Invoice Entry - Item

Setting up Purchase Invoice Entry - Payment

Setting up Purchase Invoice Entry - Pricing

Setting up Purchase Invoice Entry - Analysis

Setting up Purchase Invoice Entry - Purchase Requisitioning

Setting up Purchase Invoice Entry - Actions

Setting up Purchase Invoice Entry - Lines Actions

Setting up Purchase Invoice Entry - Characteristics

Information about purchase invoice matching

Lines that can be matched

Unit of measure conversions and alternative items

Outstanding values and outstanding quantities used in matching

Matching by quantity or value

What happens when matching occurs?

Tolerances in purchase invoice matching

Different purchase types

Generating and matching invoice lines

Matching purchase invoice lines

Unmatching a purchase invoice

Using Generate New Invoice and Generate Invoice Line Actions

Using tolerances in purchase invoice matching

Generating transaction lines

Approving purchase orders and invoices

Attaching files to a purchase invoice or purchase invoice line

Purchase debit notes and returns

Creating temporary addresses

The Purchase Invoice Generate/Match form

Purchase Invoice Generate/Match Actions

Out of office delegation

Delegating work to another user

Viewing delegated requisition work queue

Viewing delegated requisitions

Viewing delegated purchase order work queues

Viewing delegated purchase invoice work queues

Ledger postings and budget checking

How do I inquire on purchasing transactions?

Purchase returns

Different ways of creating a purchase return note

Creating a return note using generate debit lines

Creating a return note manually

The Purchase Return Note form (PRN)

Purchase Return Note form - Header

Purchase Return Note form - Line Details

Purchase Return Note form - Other Line Input

Purchase Return Note form - Batch and Serial Number

Purchase Return Note form - Values

Purchase Return Note form - Analysis

Purchase Return Note form - Actions

Purchase Return Note form - Line Actions

Amending a purchase return note

Serial numbers and purchase return notes

Inventory costing for purchase return notes

Purchase return note allocations

Invoice stages and purchase return notes

Updating the inventory for purchase return notes

Producing purchase return note documents

Purchase orders and purchase return notes

Purchase requisitioning

Setting up Purchase Requisition Entry - Header

Setting up Purchase Requisition Entry - Default Values

Setting up Purchase Requisition Entry - Miscellaneous

Setting up Purchase Requisition Entry - Requisition Lines

Setting up Purchase Requisition Entry - Delivery

Setting up Purchase Requisition Entry - Purchase Order

Setting up Purchase Requisition Entry - Miscellaneous - Lines

What is the requisition work queue?

Requisition work queue

Generating multiple purchase orders for different suppliers

Attaching files to a requisition or requisition line

What is requisition inquiry?

Requisition inquiry (all requisitions)

Configuring requisition inquiry (my requisitions)

What are the stages in the sales process?

Sales orders and sales return notes

Processing a sales order

Sales Order Entry (SOE)

Setting up Sales Order Entry - Header

Setting up Sales Order Entry - General Details

Setting up Sales Order Entry - Item

Setting up Sales Order Entry - Payment

Setting up Sales Order Entry - Pricing

Setting up Sales Order Entry - Analysis

Setting up Sales Order Entry - Confirmation

Setting up Sales Order Entry - Picking and Dispatch

Setting up Sales Order Entry - Invoicing

Setting up Sales Order Entry - Sales Kit

Setting up Sales Order Entry - Actions

Setting up Sales Order Entry - Line Actions

Setting up Sales Order Entry - Characteristics

Specifying discrete values for characteristics

Credit checking customers

Credit Limit Checking

How is the Credit Limit Check calculated?

Overdue Invoice Checking

How is the Overdue Invoice Check calculated?

Credit warning and blocking

Applying credit checking

Customer Credit Blocked

Flags on the Sales Order Line

When is credit checking performed?

Credit checking a sales order

Credit check inquiries and credit limit checking

Approving and releasing held order lines

Credit checking audit history

Blanket sales contracts and orders

Blanket contract expiry

Scheduled orders

Creating a scheduled order

Using scheduled orders

The Schedule Order form

Examples of a Scheduled Order

Creating temporary addresses

Picking items for orders

Creating a picking list

Confirming picked items

Dispatching a sales order

Creating a dispatch note

Confirming dispatched items

Creating a sales invoice

Creating a sales invoice from Order Entry

Creating a sales invoice using Control Desks

What are consolidated sales invoices?

Using manual inventory allocations

Manual Inventory Allocations form - Header

Manual Inventory Allocations form - Order Line Details

Manual Inventory Allocations form - Available Receipts

Manual Inventory Allocations form - Actions

Allocating non-serialized items

De-allocating non-serialized items

Allocating serialized items

Creating serial numbers

Maintaining serial numbers

Serial number processing

How do I inquire on sales transactions?

Different Ways of Creating a Sales Return Note

Creating a return note from an existing invoice or order

Create a return note without an existing invoice or order

The Sales Return Note form

The Sales Return Note form - Header

The Sales Return Note form - Line Details

The Sales Return Note form - Other Line Input

The Sales Return Note form - Inventory Location

The Sales Return Note form - Actions

The Sales Return Note form - Lines Actions

Amending a sales return note

Serial numbers and sales return notes

Inventory costs for sales return notes

Updating the inventory for sales return notes

Producing sales return documents

What are the stages in the inventory process?

Processing a movement order

Creating a movement order

Setting up Movement Order Entry form - Header

Setting up Movement Order Entry form - Line Details General

Setting up Movement Order Entry form - Item

Setting up Movement Order Entry form - Confirmation Details

Setting up Movement Order Entry form - Pricing

Setting up Movement Order Entry form - Storage Details

Setting up Movement Order Entry form - Analysis

Setting up Movement Order Entry form - Actions

Setting up Movement Order Entry form - Line Actions

Setting up Movement Order Entry form - Characteristics

Scheduled orders

Creating a scheduled order

Using scheduled orders

The Schedule Order form

Examples of a Scheduled Order

Picking items in the inventory

Creating a picking list

Confirming picked items

Dispatching items

Creating a dispatch note

Confirming dispatched items

Receiving items

Selecting the required transactions

Inspecting the received items

Transferring the received items

Using manual inventory allocations

Allocating non-serialized items

De-allocating non-serialized items

Creating serial numbers

Maintaining serial numbers

Serial number processing

Inquiring on the inventory

Finding the current inventory position

How do I inquire on movement transactions?

Inventory Count

Inventory Count General Information

Inventory Count Movement Orders

Inventory Count - Movement Type

Inventory Count Movement Type Stages

Inventory Count Movement Type Value Labels

Inventory Count Allocations

Inventory Count Ledger Postings

Generating an Inventory Count

The Generate Inventory Count Form

Results of an Inventory Count

Discrepancies in an Inventory Count

Approving and Posting an Inventory Count

Closing a Count

Clearing a Count

Revaluing the inventory

Defining the Revaluation

Inventory Revaluation form Header

Inventory Revaluation form Entry Detail

Inventory Revaluation form Other Options

Inventory Revaluation form Audit Data

Inventory Revaluation form Item Range

Inventory Revaluation form Item Analysis

Inventory Revaluation form Location Range

Inventory Revaluation form Warehouse Range

Inventory Revaluation form Warehouse Analysis

Inventory Revaluation form Cost Types

Inventory Revaluation form Report Details

Processing the Revaluation

Bill of Materials

Creating a bill of materials

Updating a bill of materials

Copying a bill of materials

Deleting a bill of materials

Updating the bill of materials status

Setting the bill of materials as the primary

Approving or rejecting a bill of materials

Adding a component to a bill of materials

Adding a component to a bill of materials using quick adds

Updating component details

Deleting a component

Searching for and replacing components

Component status

Importing business transactions

Overview of Business Line Import processing

Dealing with Failed Postings

Amending Failed Ledger Postings

Removing Failed Ledger Postings

Reason for Failure is Ledger Details Not Imported

Reason for Failure is Transaction Not Completed

Recovering Failed Ledger Postings

Recurring invoicing

Recurring invoicing overview

Recurring invoicing key features

Recurring invoicing prerequisites

Setting up recurring invoicing

Recurring invoicing configuration

Setting up a recurrence

Amending a recurrence

Deleting a recurrence

Setting up a contract type

Amending a contract type

Deleting a contract type

Assigning contract line presets to a contract type

Setting up a generate type

Amending a generate type

Deleting a generate type

Contract header presets

Setting up a contract header preset

Amending a contract header preset

Deleting a contract header preset

Contract line presets

Setting up a contract line preset

Amending a contract line preset

Deleting a contract line preset

Deferred revenue interfaces

Setting up a deferred revenue interface

Amending a deferred revenue interface

Deleting a deferred revenue interface

Revenue report layout

Setting up revenue report layout

Value updates setup

Setting up a value update

Amending a value update

Deleting a value update

Setting up system options

Setting up contracts

Contract header

Creating and maintaining a contract header

Amending a contract header

Deleting a contract header

Generating credit lines on a contract header

Embedding standard text on a contract header

Detaching standard text from a contract header

Deleting standard text attached to a contract header

Creating and maintaining a contract line

Amending a contract line

Copying a contract line

Deleting a contract line

Embedding standard text on a contract line

Detaching standard text from a contract line

Deleting standard text attached to a contract line

Generating credit lines on a contract line

Drilling down from contract lines to invoice lines

Running generate invoices process

Generate invoices batch maintenance

Running generate invoices batch maintenance process

Running contract value update process

Running recalculate contracts process

Running revenue reporting process

Running a contract cleardown process

Links
docs.infor.com
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