SunSystems Order Fulfilment

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Order Fulfilment overview
Purchasing
What are the stages in the purchasing process?
Processing a purchase order
Purchase orders and purchase return notes
Creating a purchase order
Puchase Order - Header
Purchase Order Lines - General Details
Purchase Order - Item
Purchase Order - Payment
Purchase Order - Pricing
Purchase Order - Analysis
Purchase Order - Confirmation Details
Purchase Order - Receiving Ordered Items
Purchase Order - Delivery
Purchase Order - Purchase Requisitioning
Purchase Order - Actions
Purchase Order - Lines Actions
Purchase Order - Characteristics
Specifying discrete values for characteristics
Approving purchase orders and invoices
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
Scheduled orders
Creating a scheduled order
Using scheduled orders
The Schedule Order form
Examples of a Scheduled Order
Receiving items
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
Creating a purchase invoice
Purchase Invoice Entry - Invoice Header
Purchase Invoice Entry - Invoice Line General Details
Purchase Invoice Entry - Item
Purchase Invoice Entry - Payment
Purchase Invoice Entry - Pricing
Purchase Invoice Entry - Analysis
Purchase Invoice Entry - Purchase Requisitioning
Purchase Invoice Entry - Actions
Purchase Invoice Entry - Lines Actions
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
Purchase debit notes and returns
Creating temporary addresses
The Purchase Invoice Generate/Match form
Purchase Invoice Generate/Match Actions
Landed costs
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 requisitioning
Purchase Requisition Entry - Header
Purchase Requisition Entry - Default Values
Purchase Requisition Entry - Miscellaneous
Purchase Requisition Entry - Requisition Lines
Purchase Requisition Entry - Delivery
Purchase Requisition Entry - Purchase Order
Purchase Requisition Entry - Miscellaneous - Lines
What is the requisition work queue?
Requisition work queue
What is requisition inquiry?
Requisition inquiry (all requisitions)
Configuring requisition inquiry (my requisitions)
Sales
What are the stages in the sales process?
Sales orders and sales return notes
Processing a sales order
Creating a sales order
Sales Order Entry - Header
Sales Order Entry - General Details
Sales Order Entry - Item
Sales Order Entry - Payment
Sales Order Entry - Pricing
Sales Order Entry - Analysis
Sales Order Entry - Confirmation
Sales Order Entry - Picking and Dispatch
Sales Order Entry - Invoicing
Sales Order Entry - Sales Kit
Sales Order Entry - Actions
Sales Order Entry - Line Actions
Sales Order Entry - Characteristics
Specifying discrete values for characteristics
Credit checking customers
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 purchase contracts
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?
Allocations
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?
Sales return notes
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
Batch numbers
Serial numbers and sales return notes
Currencies
Inventory costs for sales return notes
Updating the inventory for sales return notes
Ledger posting
Producing sales return documents
Inventory
What are the stages in the inventory process?
Movement orders
Creating a movement order
Movement Order Entry form - Header
Movement Order Entry form - Line Details General
Movement Order Entry form - Item
Movement Order Entry form - Confirmation Details
Movement Order Entry form - Pricing
Movement Order Entry form - Storage Details
Movement Order Entry form - Analysis
Movement Order Entry form - Actions
Movement Order Entry form - Line Actions
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 for orders
Creating a picking list
Confirming picked items
Dispatching a sales order
Creating a dispatch note
Confirming dispatched items
Receiving items
Selecting the required transactions
Inspecting the received items
Transferring the received items
Landed costs
Allocations
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
Terminology
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
Components
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
Sales kits
Business Line Import
Importing business transactions
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
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