Assembly Order Processing: Difference between revisions
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(Created page with "==Assembly Order Processing== This module provides a processing flow from Sales Order till Delivery Order that involves item assembly. Go to ''<span style=color:red>To...") |
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[[File:AOP1.png]]
'''<span style=color:red>Create a Sales Order</span>'''
Go to ''<span style=color:red>Sales > Sales Order</span>''
Create a new ''<span style=color:red>Sales Order</span>'' with items that involves item assembly.
[[File:AOP2.png]]
[[File:AOP3.png]]
'''<span style=color:red>Sales Order Processing</span>'''
This is mainly for Sales Department to request for Purchase, Item Assembly and Delivery based on the just created Sales Order.
Go to ''<span style=color:red>Sales Order</span>''
Click on ''<span style=color:red>Search</span>''
Check the checkbox of the selected sales order,
Click on ''<span style=color:red>Process S/O</span>''
[[File:AOP4.png]]
[[File:AOP5.png]]
The upper section shows the listing of outstanding items; in my case there is no sufficient stock to meet this sales order.
The middle section shows stock status and other info of the highlighted item.
The lower section is meant for further action and to display status of this request:
'''Purchase Request Processing:''' to request for new purchase (generate PO) because of insufficient stock of the highlighted item.
'''Delivery Request Processing:''' to request for delivery of stock (generate DO) when there are stock available for the highlighted item.
'''Assembly Order Request Processing:''' to request for assembly order of the highlighted item (generate assembly order and then item assembly).
As this is an assembled item, click on ''<span style=color:red>Assembly Order Request Processing</span>'' tab,
Highlight the item, click on '+' and change the <span style=color:red>Request Qty</span> accordingly,
Click on ''<span style=color:red>Assembly Request</span>'', ''<span style=color:red>Yes</span>''..
Observe the '''Assembly Status''' carefully, it was changed from <span style=color:red>Not Yet Process</span> to <span style=color:red>Assembly Order Processing Requested</span>.
At the same time, a notification has been send to the user(s) that accessible to Assembly Order Request Processing.
Click on ''<span style=color:red>Close</span>''.
Business Flow > Assembly Order Request Processing --- to generate '''Stock Assembly Order'''
Business Flow > Assembly Order Processing --- to generate '''Assembly Request'''
Business Flow > Assembly Request Processing --- to generate '''Stock Assembly'''
'''<span style=color:red>Assembly Order Request Processing</span>'''
This is to process the assembly order request (to generate '''Assembly Order''')
Go to ''<span style=color:red>Business Flow > Assembly Order Request Processing</span>''
[[File:AOP6.png]]
There is 1 item pending for process ('''Pending Request''')
Click on ''<span style=color:red>Generate Assembly Order</span>''
[[File:AOP7.png]]
Click on ''<span style=color:red>Save</span>'',
[[File:AOP8.png]]
New '''Stock Assembly Order''' is generated,
Click on ''<span style=color:red>Close</span>''.
And now there is no more pending Assembly Order Request.
[[File:AOP9.png]]
Let's take a look at the effect on ''<span style=color:red>Sales Order Processing</span>'',
Highlight an item,
Look at the lower portion,
Click on ''<span style=color:red>Stock Status With Detail</span>''
[[File:AOP10.png]]
The status is updated with the row of assembly order transaction (AO).
'''<span style=color:red>Assembly Order Processing</span>'''
This is to process the assembly order and generate Assembly Request.
[[File:AOP11(1).png]]
Go to ''<span style=color:red>Business Flow > Assembly Order Processing</span>''
Click on ''<span style=color:red>Search</span>'',
[[File:AOP12(1).png]]
Check the checkbox of selected Assembly Order, then click on ''<span style=color:red>Process</span>''...
[[File:AOP13(1).png]]
'''The upper section''' shows the item requested and its material items (click on the checkbox of <span style=color:red>Show not enough stock only</span> to see the material items that were not displayed).
'''The middle section''' shows the detail info and status of each item.
'''The lower section''' (<span style=color:red>Assembly Request Processing</span>) is to create an '''Assembly Request'''.
Click on the '+' sign to add a request, then click on ''<span style=color:red>Assembly Request</span>'', ''<span style=color:red>Yes</span>''.
Click on ''<span style=color:red>Close</span>''.
'''<span style=color:red>Assembly Request Processing</span>'''
This is to process assembly request and generate '''Stock Assembly'''.
Go to ''<span style=color:red>Business Flow > Assembly Request Processing</span>''
[[File:AOP14(1).png]]
Click on ''<span style=color:red>Generate Assembly</span>'',
[[File:AOP15(1).png]]
Check the checkbox of selected item, click on ''<span style=color:red>Save</span>'',
[[File:AOP16(1).png]]
Stock Assembly is generated, click on ''<span style=color:red>Close</span>''.
Now that the item is assembled and there is enough stock to deliver to customer.
'''<span style=color:red>Request For Delivery</span>'''
Now the on hand stock is available, the sales department can request for delivery of stock.
Go to ''<span style=color:red>Business Flow > Sales Order Processing</span>''
Click on ''<span style=color:red>Search</span>''
Check the checkbox of the selected sales order,
Click on ''<span style=color:red>Process S/O</span>''
Click on ''<span style=color:red>Auto Generate > Auto Generate Delivery Request Processing</span>''
[[File:AOP17(1).png]]
[[File:AOP18(1).png]]
Click on ''<span style=color:red>Delivery Request</span>''.
Observe the Delivery Status carefully, it was changed from <span style=color:red>Not Yet Process</span> to <span style=color:red>Delivery Order Processing Requested</span>.
[[File:AOP19.png]]
At the same time, a notification has been send to the user(s) that accessible to Delivery Request Processing.
'''<span style=color:red>Delivery Request Processing</span>'''
This is mainly for Delivery Department to process the request from Sales Department.
Go to ''<span style=color:red>Business Flow > Delivery Request Processing</span>''
[[File:AOP20.png]]
Highlight the related debtor,
You may click on the '+' sign before the creditor code to expand the details.
Before generate Delivery Order, you may click on <span style=color:red>Pre-Delivery Request Processing</span> to re-examine the detail of delivery request, change the requested quantity, put a requested item on-hold (K.I.V.), or delete a request.
To generate D/O, click on ''<span style=color:red>Generate Delivery Order</span>''
[[File:AOP21.png]]
Click on ''<span style=color:red>Save</span>'',
[[File:AOP22.png]]
New Delivery Order is generated,
Click on ''<span style=color:red>Save</span>''.
And now there is no more pending delivery request.
The Sales Order is completely transferred to Delivery Order, it is now no longer an outstanding Sales Order.
[[Category:Users]]
{{NavigateForUser}}
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