Processing a Configured Order – Concise
1) Add Configured Sales Order
a. System Manager > Customer Tab > Sales Order Processing
b. Activity > Order Entry
c. Sales Order > Sales Order > New
d. Select Customer
e. Add Line for Family Part
f. Tab off price and date > Note the Master Scheduled Shop Order
g. Configure the Order from the Prompts
h. Save
i. Print Sales Acknowledgement and Email to Customer
j. Print Sales Order and Route to Shipping Dept
2) Batch MS Order to move Production Order from Status 1 = Planned to Status 2 = Approved
a. System Manager > Engineering Tab > Feature Option Configurator
b. Batch > Batch Master Scheduled – select to do All
c. Review log to see the requirements generated which will have the component parts on it.
3) Run MRP Explosion
a. System Manager > Engineering Tab > Bills of Materials > Batch > Recalculate Low Level Codes
b. System Manager > Materials > MRP
c. Batch > Regenerate Requirements > Check all boxes and run
d. Batch > Explosion > > Check all boxes and run
4) Print Shop Paperwork
a. System Manager > Materials Tab > Master Scheduling
b. Reports > Print Shop Paperwork
i. Check appropriate selections > Print
5) Issue/Kit Components from Inventory
a. System Manager > Materials Tab > Inventory Control
b. Transactions > Issues Tab > Shop
i. Be sure to use the Options > Preferences to show the Balance Due (one time per user to configure)
ii. Utilize the grid in the bottom pane > Enter Shop Order – Check Master Scheduled – Ctrl B on Order Number to Browse
iii. Select All – Excel Like selections can be made
iv. Process to issue and move Inventory from Stock to WIP
c. Produce and Pack
6) Ship
a. System Manager > Customer Tab > Sales Order Processing
b. Activity > Shipping
c. Select Order Number
d. Enter Ship Qty & Save
e. Print Packing List and Route to Shipping