Sales Order is issued when a customer buys something from you company.

The company is credited and the

customer is debited. Purchase Order is issued when the company buys something from the vendor.
Purchase Order
The following is a "must have" in SFDC: - Quotes - Purchase Order from clients - Sales Order (with delivery date) - Invoice Sales Order (SO)
can be created once the quote is accepted by your prospective customer (Prospect) AND a Purchase Order (PO)is received from your
Prospect for further processing. After receiving the PO, some of the customers may request SOs to know the EXACT DATE OF DELIVERY
of the goods/services. Also the inventory/production department looks at the list of SOs to see what needs to be shipped out (and WHEN).
After the order is shipped and delivered to the customer an invoice is generated from the sales order for billing purposes. Precisely Sales
Order is a confirmation document sent to the customers before delivering the goods/services. In general SO contains the SO number, date,
line items (products) including the quantities and prices based on PO, Billing address, Shipping address, Terms & Conditions and others.
Invoice could alson be issued once a delivery note (with list of goods) have been signed/receive from Customer.

What does the Purchase Order Processing module do?

The Purchase Order Processing module calculates the quantities of raw materials required to complete works orders, places orders on
suppliers, and records deliveries of material from suppliers.

Key features

Supports many suppliers for one raw material.

Raises requests for quotation.
Automatically selects the best supplier.
Supports scheduled orders.
Supports many deliveries against one order line.
Ensures material traceability.
Is it suitable for my business?
The Purchase Order Processing module was designed for piece-part manufacturers buying raw materials in bulk from a relatively small
number of suppliers. It is probably not suited to the purchasing requirements of a distribution business which buys small quantities of many
parts from many suppliers. It does however provide good support for buying material in one unit of measure, and using it in another, for
example you would use steel bar by length, but buy it by weight.

Suppliers
The module records details of each of the suppliers from whom you buy raw materials and tooling. A supplier may have a number of different
depot addresses, and your contacts at the supplier can be recorded.

Prices
The module records which raw materials you buy from each of your suppliers. It records the prices and price breaks you have agreed with
each supplier, and the expected delivery lead times for each material.
There are effectivity dates on each set of prices so that you can introduce price changes in a controlled way. The system will automatically
pick the correct price dependent on the date of a purchase order line.

Material requirements planning

The module takes the planned works orders and uses the bill of materials to calculate the raw material required for each works order. It
calculates from the manufacturing process layout how long the works order will take to manufacture, and thus arrives at a due date for the
raw material. It then compares this requirement with your current and planned raw material stocks to determine whether material must be
purchased, and when.

Supplier selection
The module automatically selects the best supplier for each raw material, based on quantity, price, and lead time. Alternatively it can print
requests for quotation to all potential suppliers of the material. The system will convert automatically between units of measure where you
use material in one unit but purchase it in another.
Once the supplier is decided, the system will print a purchase order. You can also print material schedules for your suppliers if this will help
them to give you a better service.

Purchase orders
Each order places on a supplier is recorded as an order header. This contains the your purchase order number, and the suppliers address
and delivery instructions. The module allocates purchase order numbers automatically.

The materials you wish to order are recorded in order lines. Each order line specifies a requirement for a quantity of material to be delivered
on a certain date. A number of order lines for the same material but with different delivery dates form a scheduled order. You can mark
purchase order lines as firm or provisional to help your supplier get better visibility of your future requirements.

Scheduled orders
You can negotiate special prices with a supplier and set that supplier as the preferred supplier of a raw material. The system will
automatically use the same purchase order number for that part, and update a schedule number and date associated with it.

When materials are delivered against an order line, the quantity and certificate of conformance of each lot of material is recorded in an order
delivery. Figure 6 shows the purchase order entry screen.

Raw material deliveries

When deliveries arrive from a supplier they are recorded against the purchase order which requested them. The system allows many part
deliveries against a single purchase order line. The certificate of conformance number of each delivery of raw material is recorded, as is its
location in raw material stores. Each carton, pallet, or bundle of material is given a unique tin number by the system, and a bar-coded tin
ticket is attached to it. This allows traceability of material when it is used by an operation. If you are purchasing bar, the module will record
individual bar lengths and reconcile the number of bars with the weight of material received.

Reports
The system will analyse your usage of each material over any time period, and your turnover with each supplier. It will highlight overdue
orders and analyse supplier delivery performance.

Works Order
What does the Works Order Processing module do?
The Works Order Processing module allows you to plan works orders to meet customer requirements. It helps you load the works orders to
your machines so that deliveries can be made on time. It records the progress of work through your factory and at your sub-contractors.

Key features
 Allows you to control how works orders are created from sales orders.
Tracks work in progress down to tin level.
Uses bar-codes for reliable data collection.
Controls quarantine, scrap, rework, and concessions.

Is it suitable for my business?

The Works Order Processing module is suitable for any manufacturing business which makes parts in batches.

Create works orders

The module shows you the total requirements for each finished part from the Sales Order Processing module, and helps you plan the
quantities and due dates of works orders to fulfil these requirements. If you wish, the system will automatically create one works order for
each sales order line.

Create a work-to list for each machine

Most customers use the Finite Capacity Planning module to allocate works order operations to machines and thus produce a work-to list for
each machine. See Finite Capacity Planning for more information about the Finite Capacity Planning module.
If you do not wish to use the Finite Capacity Planner, the module allows you to specify on which machine each operation is to be performed.

Tin tickets
The system prints a tin ticket for each operation on each tin within a works order. This allows raw material traceability down to tin level. The
tin tickets are bar-coded to eliminate errors in recording the progress of each tin. The tin ticket can have operation instructions printed on it,
or the system can issue a separate sheet of instructions for the works order.
When an operation on a tin is started, the tin numbers of the raw materials for that tin are recorded. This allows you to trace the material
used for a tin right back to the certificate of conformance number from the supplier. The system ensures that raw material is issued in
practical quantities, for instance that material for Wickman multi-spindle lathes is issued in multiples of six bars.

When tins move between operations, the bar-codes on the tin ticket are used to record their progress.
When a tin is inspected and rejected or quarantined, a reject note is raised automatically, and further operations on the tin are prevented until
the quarantine has been resolved. You can raise concessions for a part. You can set the expiry of the concession as a date, a works order,
or a tin.

If you are producing parts for consignment stock, the system can print carton labels with the correct consignment stores and customer stores
locations.

Sub-contract operations
If you use sub-contractors for some operations, you can use the Sub-contract Order Processing module to control sub-contract orders. See
Chapter 6: Sub-contract Order Processing on page 25 for more information about the Sub-contract Order Processing module.

Transfer to finished parts stock

Once the final operation is complete, a tin is accurately counted and passed to the Stock Control module which puts it into finished parts
stores ready for despatch to the customer by the Sales order processing module. The software can connect to electronic counting scales to
carry out accurate counting of small parts.

Family tools
A family tool is a tool which produces two or more different parts in a single cycle of the machine. These are commonly found in plastics
moulding and presswork.

The system fully supports family tools of any complexity. Having set up manufacturing information for each member of a family, you create a
special family part to represent the family as a whole. You can specify how many of each member there are in the family.

The bill of materials of the family part tells the system how much material is required to make the whole family.

Your customer will place sales orders for each individual member of the family, but when you create a works order for a family member, the
system automatically creates a works order for the family part. This can be overriden if you need to run a tool with one or more cavities
blanked off.

Once the works order is in production, each member of the family is put into a separate tin with its own tin number and tin ticket. This allows
each member of the family to have different secondary operations if required. It also allows you scrap and quarantine individual members of
the family independently.

Recipe control
The system has a recipe control facility for operations which involve mixing or blending of raw materials in proportion according to a recipe.
The operator is told how much of each ingredient in the bill of materials is required for a batch. He keys in the actual amount of each
indgredient as he adds it to the mix. This information can be taken directly from electronic scales or other metering equipment if required. If
the operator makes a mistake and puts in too much of one ingredient, the system recalculates the quantities of the other ingredients to keep
the recipe within tolerance.
Full traceability of all ingredients is maintained during this process.

Reports
You can obtain reports of work in progress at any time, by works order number, tin number, machine, or part number. You can also trace a
tin of parts back to the supplier of its raw materials.

Sales Order
What does the Sales Order Processing module do?
The Sales Order Processing module records orders for parts which you receive from your customers. It allows you to despatch parts to your
customers against the sales orders. It prints despatch notes and invoices.

Key features

Supports more than one customer for the same part.

Records price breaks and minimum order quantities.
Allows different prices for the same part to different customers.
Allows pricing in different currencies.
Supports scheduled orders.
Supports many delivery addresses on one order.
Supports many deliveries against one order line.
Prints despatch notes.
Creates sales invoices.
Maintains full material traceability.

Is it suitable for my business?

The Sales Order Processing module is designed for manufacturers, not for distribution businesses. If you have a relatively small number of
customers for whom you make parts to their specification, this module will be ideal.

If you have your own products which you make for stock, and then sell from stock, this module will be ideal.

If your customers place scheduled orders, this module will be ideal.

It is not suitable for distribution businesses who have many thousands of customers placing many small orders, and who do not carry out any
manufacturing.

Customers
The module maintains a customer file which records details of each of your customers. A customer may have a number of different delivery
addresses, and the names of your contacts at each address can be stored.

Prices
The module records which parts you sell to each of your customers. It stores the prices and price breaks agreed with each customer for each
part. This allows you to sell the same part to different customers at different prices or in different currencies, and to link different customer
part numbers for the same part to your own internal part number. You can even set up different prices for each delivery address, so that your
price can include transport to distant locations. You can specify a transit time for goods to reach a customer address after they have left your
factory. This allows the planning system to adjust works order due dates to ensure that deliveries to distant customers are made on time.

There are effectivity dates on each set of prices so that you can introduce price changes in a controlled way. The system will automatically
pick the correct price dependent on the date of a sales order line.

Sales orders
Each order received from a customer is recorded as an order header. This contains the customers purchase order number and invoice
address. The module allocates a unique internal sales order number to each sales order header which is used by the module to track sales
orders.

The parts ordered by the customer are recorded in order lines. Each order line specifies a requirement for a quantity of a part to be delivered
to a particular delivery address on a certain date. A number of order lines for the same part but with different delivery dates form a scheduled
order. When you change the details of an order line, the module stores the old values so that you can see a history of schedule changes.

When parts are delivered against an order line, each batch of parts is recorded in an order delivery. Each order delivery specifies a quantity
of parts delivered against a sales order line on a specified date from a specified tin. Since the order delivery records the tin number of the
parts, the system maintains full traceability from manufacture onto the sales invoice.
The Communications module can send order confirmations to the customer via e-mail or fax.

Once an order from a customer has been recorded, the Works Order Processing module is used to raise works orders to manufacture the
parts.

Despatch note
The Works Order Processing module moves finished parts into finished parts stores.

The Stock Control module records what finished parts you have in stock, and their locations.

The Sales Order Processing module prints a picking list of parts available to despatch to a particular customer. When the parts have been
retrieved from stores, a despatch note is created by scanning the bar-codes on the tin tickets, thus ensuring material traceability from raw
material to despatch note. The system allows part deliveries against a line on a sales order.

You can see at any time your delivery position against orders and schedule, and produce a report of overdue orders. You can produce
analyses of turnover for each part and customer.

The system prints despatch notes for each customer and delivery address.

Carton labels
The module can print carton labels, with or without bar-codes if you require. Each carton label have a unique number, so that you can
achieve full traceability to carton level. If a customer has a problem he can give you the carton number, and you can trace the manufacturing
history and materials in that carton right back to the suppliers of the raw materials.
Sales invoices
The system produces sales invoices directly from the despatch note, and applies material surcharges, setting and packing charges
automatically.

The invoice details are passed to your book-keeping system for payment collection.

Reports
The module produces reports of order intake by part and customer, overdue orders, and order history by period, part, and customer.