Material Orders > Exercises
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Exercises
Exercise 25: Creating a Material Order (MO) for a Call
In this exercise, you create and ship an MO for a call. Then you go to Call Activity Recording (CAR) and see the value of having an MO created for a specific call. Throughout the exercise, accept field defaults unless specifically asked to change a value.
Prior to starting this exercise, you will need to choose a call to associate with the Material Order. To do this, go to the Manage End User collection and select End User 10C1006A. Once you have selected the end user, the information that displays in the tabs below is specific to that end user. Select the Open Call Browse, and view the open calls. If the call you used in Exercise 24 is still open, you may use that call for this exercise. Otherwise, select another call for this end user and proceed to Step 1 below.
1 Go to Material Order (MO) Maintenance (11.11.1).
2 Press Enter on the MO field, and the system will assign the next available MO number.
Write that number here: _____________________________________
3 Put the listed value in the following field and continue.
 
Field
Value
Order Ref
Call ID created on here
Notice that the engineer assigned to the call defaults as the Ship-To. This can be overridden to any valid Ship-To for the Customer related to the call. Leave the default engineer as the Ship-To and go to the next frame.
If the engineer was not assigned, assign engineer as 10-ENG01, and Ship To as 10-ENG01.
4 Notice the Site field and its default value. How is this site used in MO processing? Set the following value.
 
Field
Value
Ship Immed
Yes
Ship Via
FedEx
5 Click Next to display the MO line item entry frame. Enter the following data in the listed fields.
 
Field
Value
Ln
1
Order Refer
1
Item Number
60002
Site
10-100
Qty Ordered
1
Confirmed (Cnf)
Yes
Detail Alloc
No
6 Save your changes; proceed to the shipment frame.
Notice the Engineer Site and the Engineer Location. If you do not remember where these default from, review the help for these fields.
7 Go to the shipment detail frame. The item ordered is now ready to ship. verify that the Consume Shipped Items field is set to No. We will consume these items in CAR in the next exercise.
8 Continue on until prompted to display Material Order lines being shipped, accept the default Yes by pressing Enter.
9 When the Is all information correct question displays, accept the default Yes.
10 The final shipment frame displays. Enter the following data.
 
Field
Value
Ship Via
FedEx
Ship Date
<Accept default>
Remarks
This my first MO.
11 Print the MO and review the Material Delivery Note. Notice the following information.
 
Field
Value
Doc
Delivery Note ID number
Order Ref
Call ID attached to MO
Eng
Engineer on the MO
MO
MO number
Notice the item listed as shipped. Down at the bottom, notice that the remarks you entered are also displayed.Return to the menu.