Sales Order Dispatch and Bonding
Reference Contents > Sales Dispatch > Sales Order Dispatch and Bonding
This window is used for both the Process — Dispatch — Bond Items function (See Bonding Process below) and the Process — Dispatch — Dispatch Items function.
The Dispatch process is called after items have been physically picked from the stockroom. The marked-up Picking List can be used as reference for the confirmation of dispatch. The SO is selected in the Sales Order Selection window. This window then contains a list of all outstanding items for the order regardless of due date.
TIP: You can control whether the Net Available Credit value is displayed on the window using the option optNoShowCredit. You may wish to do this for security reasons as showing the value will enable dispatch staff to calculate the sales price of goods.
Processing of dispatches to customers is done by entering the quantity against each line item that has been shipped. Having prepared the list of dispatches, processing of all the transactions are carried in one operation.
When entering a dispatch, you can enter a non-standard Stock History Comment. In the case of Non-stock type parts and non-part items, this option does not apply.
If the customer is marked as Stop if over limit you will not be able to dispatch items that cause the Net Credit Available to go negative.
Part items may have special icons in the list to warn you of special circumstances that will call for pre-processing additional data.
When satisfied that the list accurately reflects the dispatch, click on the Confirm Dispatch as Listed button. A check is then carried out for appropriate serial number and/or multi-location assignments and customer credit authority before any dispatches are processed. If, the Stop if over limit flag is set for the customer and, as a consequence of the dispatch, the customers credit limit is to be exceeded, the processing will be prevented and you will be warned. To effect a dispatch under these conditions, either the credit limit must be increased or sufficient invoice payments must be made. If the Stop all dispatches flag is set, no dispatches can be made until the flag is reset in the customer maintenance window.
NOTE: If an order is subject to a Cash-Before-Delivery Invoice, there must be sufficient unallocated credit on hand to the customer’s account before a dispatch is permitted, regardless of Stop flags.
Kit shortages: When you do not fully dispatch a Sales Order Item that is a SO Exploded Kit (i.e. where the part is of type P) any quantities of components not dispatched are recorded in the Shortages file. When parts are received into stock this list is checked, and the user notified. The logging of shortages is automatic. The Sales Order is not completed until all shortages have been issues to it.
When you operate the Confirm Dispatch as Listed button, depending on options and the status of dispatched parts, you may be presented with the Serial Number Assignment, Location and Batch Assignment and Trade Statistics Order Details windows. See these topics for details.
When a dispatch is confirmed some or all of the following data processing will take place:
- Shortages for incomplete Exploded Kit components will be created.
- Invoice records are created.
- Sales History, used as Invoice line items, will be created.
- Sales Order Line Item records will be adjusted or deleted if there is no outstanding quantity.
- Sales Order Header records will be deleted if no SO Line Item records remain.
- Part Due to SOs, Period Usage and Physical quantities will be adjusted.
- Multi-Location record Quantities will be adjusted or records deleted if zero.
- Tracking records will be created.
- Product Serial Number records will be related to an assignment.
- Customer On-order and Outstanding invoice values will be adjusted.
- Stock History records will be created.
- Ledger transactions for the Invoice will be created.
- Any relevant General Ledger account balances/turnovers will be updated.
|
Field |
Description |
|---|---|
|
Sales Order number |
Sales Order Header. Sales order number (user’s not customer’s). {SOHFILE.SOHSONO char 6} |
|
Customer reference |
Sales Order Header. Customer order reference. {SOHFILE.SOHCREF char 20} |
|
Additional reference |
Sales Order Header. Additional user order entry reference. {SOHFILE.SOHAREF char 6} |
|
Customer code |
Sales Order Header. Customer code. {SOHFILE.SOHCUSC char 6} |
|
Customer name |
Customers. Customer company name. {CUSFILE.CUSCNAM char 40} |
|
Credit available |
Shows the customer credit available after all the dispatches have been completed. |
|
Dispatch list |
A list of all outstanding Sales Order items from the selected order listed above. The following columns are relevant: |
|
SO line number |
Sales Order Line Items. Line number. {SOLFILE.SOLLINE number 0dpShortnum} |
|
Part number |
Sales Order Line Items. Part number. {SOLFILE.SOLPTNO char 18} |
|
Sales UoM |
Sales Order Line Items. Sales UoM for the item. {SOLFILE.SOLSAUM char 6} |
|
Current physical quantity |
In item sales units of measure. |
|
Due quantity |
Sales Order Line Items. Balance quantity due in Sales UoM. {SOLFILE.SOLBAL number 3dp} |
|
Shipped quantity |
The quantity actually being shipped in this dispatch. |
|
Stock history comment |
The inventory comment that will be used when recording the part movement. |
|
Due date |
Sales Order Line Items. Dispatch date for the quantity. {SOLFILE.SOLDATE date date1980} |
|
Item description |
Sales Order Line Items. Item description. {SOLFILE.SOLDESC char 32000} |
|
Total shipped weight |
Shows the net shipping weight calculated from the part mass values. It takes no account of non-part items. |
|
Button |
Action |
|---|---|
|
Select Sales Order |
To select a Sales Order from which you wish to make dispatches. It will open the Sales Order Selection window. |
|
View SO Details |
To view the SO Header details that may contain comments relevant to the dispatch. It will open the Sales Order or Quotation Details window. |
|
Header buttons |
These can be used to control the sort order of the list. |
|
Show Stock Locations |
After placing the cursor in a list line, click to show stock locations with extended information. It will open the Stock Location Listing window. This button is only available if you have checked the Maintain multi-stock locations extended information in the File — System Manager System Preferences window. |
|
View Works Texts |
After placing the cursor in a list line, click to view details of the Works Text for a selected part. It will open the Part Works Texts window. |
|
Dispatch All Items |
Click to set all Dispatch quantities to the full order balance. (This button is only seen during Dispatch)
|
|
Bond All Items |
Click to fully bond all items listed. (This button is only seen during Bonding) |
|
Unbond All Items |
Click to unbond all items listed with bonding. (This button is only seen during Bonding) |
|
Packing Details |
Click to edit the packing details and weights for this dispatch. This opens the Dispatch or Packing Details window. If you are going to edit the line item weights, you must have first entered the dispatch quantities. (This button is only seen during Dispatch) |
|
Print Dispatch Note |
To print a Dispatch Note when the order is processed. (This checkbox is only seen during Dispatch) |
|
Print Invoice |
To print a Invoice when the order is processed. (This checkbox is only seen during Dispatch) |
|
Confirm Dispatch as Listed |
Post dispatches when satisfied that all the quantities shown on the list are correct. Dispatch documents and Invoices will be created automatically. (This button is only seen during Dispatch) If there are any inventory consequences to the process, these will be reported on the Stock Processing Message Log window that will open.
|
|
Confirm Bonding as Listed |
Post any bonding changes when satisfied that all the quantities shown on the list are correct. (This button is only seen during Bonding) |
CUSTOM CAPABILITY: oCustom1.$PreDispatchSetup method can be used to integrate pre-dispatch user-assignment of custom data sor that oCustom1.$DespatchMade processing can be carried out within the server transaction. This is important for concurrency control.Bonding Process
The Bonding process is used when you seek to record that a quantity of a Sales Order item has been removed from physical stock and put aside, pending dispatch to the customer. Bonding is a way of physically isolating stock for a customer without having to record a dispatch and thus raise an invoice. Bonding can be usefully used in conjunction with the Dispatch Order Complete SO header option to control complex customer consignments. The marked-up Picking List can be used as reference for the confirmation of bonding.
The Sales Item Bonding processing window contains a list of all outstanding items for the order regardless of due date and showing any quantity already bonded.
Processing of bonding is done by entering the new bonded quantity (including any previously bonded) against each line item that has been bonded. Having prepared the list of bonded quantities, processing of all the transactions are carried in one operation.
When entering a bonding change, you can enter a non-standard Stock History Comment. This may be useful in later stock reconciliation.
NOTE: Multi-location, Tracked and Serial number on dispatch items are not of concern when bonding. It is only at the time of dispatch that you record details for parts that have these properties.
When there are Sales Order Exploded Kit assembly items (marked with an icon), you can only bond the entire kit as a set. I.E. you can not individually bond a component of a Sales Order Exploded Kit (marked with another icon). Shortages in previously dispatched Sales Order Exploded Kits (also marked) can not be bonded at all.
Non-part Sales Order items (those items without part numbers) can be bonded, although, of course, no stock transactions are recorded.
Remember that in this window you are recording the change in bonding status of line items, so it is permissible to reduce the bonded quantity of an item and so release it back into physical stock.
You can review all bonded items using the valuation report generated from the Parts Stock Valuation Reports window.
| See also: – |
Compiled in Program Version 5.10. Help data last modified 23 Feb 2016 10:36:00.00. Class wSoDispatch last modified 10 Oct 2017 11:48:48.
Reference Contents > Sales Dispatch > Sales Order Dispatch and Bonding
