INFORMATION PROVIDED IN THIS DOCUMENT AND ANY SOFTWARE THAT MAY ACCOMPANY THIS DOCUMENT IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR PURPOSE.
The user assumes the entire risk as to the accuracy and the use of the information supplied. This information may be copied and distributed subject to the following conditions: 1)All text must be copied without modification and all pages must be included; 2)If software is included, all files on the disk(s) must be copied without modification; 3)All software included and documentation must be distributed together; and 4)This information may not be distributed for profit.
Copyright © 1996 Platinum Software Corporation. All Rights Reserved.
Platinum ia a registered trademark of Platinum Software Corporation.
All other trademarks contained herein are acknowledged.
ORDER ENTRY STATUS CODES & INVENTORY UPDATING
In the order entry screen, you can change the status of an order. For example, if an order has a status of Np(work order printed not posted) and you would like to reprint this for some reason you can recall the work order and change the status back to NN(new order not printed or posted). In doing so you are not changing any inventory values. The system will update Inventory at the time of the F5 process. If you change the status from NP(printed and posted) back to NN, be aware that the qty committed to sales field in Inventory(item location file)would change at the time of the F5. So you must consider these ramifications upon changing status codes.
HOW THE SYSTEM UPDATES INVENTORY IN OE
When you put through a Work Order with a status of "NN", the qty committed to sales field in Inventory(item location file) is then updated upon the F5 process. The order starts of with NN, then when printed gets a status of Np. When the order is posted it gets a status of NP, for printed and posted. When you print and post the INVOICE, the qty committed to sales field is then decreased and the qty on hand is now decreased by the amount of the shipment.(as defined by the second screen of Select Orders to Invoice). If for example you are shipping the full amount of the order, when the INVOICE is posted, then the order gets a status of S(for fully shipped). If you are not shipping the full amount, the status of the order depends upon how you answered the question Backorder yes or no. If you are backordering, when the Invoice is posted, the status will change to BN(backorder not printed or posted). When this backorder is then reposted it will have a status of BP(backorder printed and posted). It will then effect Inventory the same way as a regular order. If you are not backordering, then the order gets a status of "C" for cancel. When this is posted, the on hand balance will decrease by the amount you are shipping, however, it will zero out the qty committed to sale field for this transaction only. This is because the system takes saying "no" to backorders as you will not be shipping out any more of this item. Therefore, the items are taken off the qty committed to sales field.
When running an Inventory Commitment Report, keep in mind that there are two columns. One is for actual quantities, as defined in the item location file. The other column is reported values from the order entry module itself. You must purge completed orders(this includes canceled orders) because the qty in the item location has been decreased(because you said no to backorder) but order entry reported quantities(from the second screen of select orders to invoice) is still reporting a qty committed to sale, because you may have only shipped 1 of 2, therefore there is still a qty of 1 committed to sale in the reported column, although the qty committed to sales field is zero in the item location file. This is where the actual column on the report is reading from..
Transactions created in Inventory Transaction History file :
Process an Order IOI - Sales Order Increment Increase Qty Committed
to Sales in Item Location.
Post Order as IOD - Sales Order Decrement Decrease Qty Committed
Invoice to sales in Item Location
SOE - Sales Invoice from OE Decrease Qty on Hand
in Item Location.
