Processing

Kitchen products are manufactured and distributed from one site. Beverage products are manufactured and distributed at another site.

1 Before you go on, check the data in your database. Make sure that the kitchen products you have been using are assigned to a different site than the beverage products. Make a list of the things you had to check.

2 Also verify that the kitchen and beverage products in your database (finished items only) all have appropriate prices and costs. What function did you use?

3 Beverage products would normally be lot controlled with some limited shelf life. Set this up, then do an unplanned receipt to record some on-hand inventory. Note the expiration date that is assigned. Also receive some inventory for your kitchen products (finished items only).

The order entry/shipping procedure your company follows is:

• Order entry clerks take all of the orders, which before shipping are verified and confirmed. Credit is checked before confirmation.

• Packing lists are printed each morning, listing only those products that are to be shipped that day. This is done by the sales department, since they need to resolve any shortage issues before they print the packing lists.

• Packing lists are sent to the shipping department, and they process the shipment transaction.

1 Work with a partner and come up with a flowchart showing the steps used and the sequence of steps required to support this order entry/allocation/shipping procedure. For each step, specify the QAD Enterprise Applications function used.

2 Set up Sales Order Control to reflect this procedure. (Hint: Think about when this company is going to do the allocation of inventory. They probably need to run the Auto and Manual Allocation functions daily, before printing packing lists.) Record what you entered in each of the following fields:

3 Enter three sales orders: one for various kitchen products, one for various beverage products, and one for both types of products. Make sure that you enter the right site on each order. Add a few more orders, so that the total orders exceed your available quantity on hand.

4 Review the Master Schedule Summary Browse for your items. How do the orders appear on this screen? If they do not, what do you have to do? (Do it.)

The customer you set up earlier with a freight list has purchased a large quantity of blenders. You need to create a sales order for the shipment.

1 Enter a sales order for the sale. Make sure the site you enter on the order is the same as the site for the freight list. The customer is tax-exempt.

2 Where did the freight information in the header come from?

3 Where does the freight class default from?

4 Go back into your order. Notice the default value of the Calculate Freight field in the header. What happens if you do not change it?

5 Try changing the class and/or the freight ship weight. What happens?

6 When the trailer screen displays, note the message displaying the total weight for the order.

1 At what times during the Sales Order Life Cycle can credit be checked? (List three.)

2 If you were implementing QAD Enterprise Applications in a company that takes orders only if they have inventory and then ships those orders immediately from stock, what fields would you set up in Sales Order Control and what value would you set them to?

3 Specifying a fixed exchange rate on a sales order indicates that this is the rate to use when processing customer payments for this order.

4 What are the pros and cons of using multiline item entry mode rather than single-line item entry mode in Sales Order Maintenance?

5 You decide you would like to categorize your sales orders by type—for example, orders from retailers vs. orders by distributors. This would be an appropriate use of the sales order line item Type field.

6 What do you have to do to reprint a sales order?

1 Run the Auto Allocation function for the orders you entered in the last workshop activity. Print out the report (Audit Trail = Yes). Were all your orders allocated? They should not have been. Why?

2 Use the Manual Allocation function to override the allocations. Allocate the available inventory over two or more sales orders.

3 Once you are satisfied with the allocations, print your packing lists. You should have one order that is to be shipped from two sites (kitchen and beverage products). How would you get two separate packing lists for this order? Try this.

4 Ship the quantities that printed on the packing lists. Use the Ship Picked option in Sales Order Shipments. What does this do? Why would you use it?

5 What GL transactions are created by a shipment?

1 List two situations where you would want to use Detail Allocations during order entry.

2 How might allocations be used in your company (or one you know well)? Describe briefly.

3 A general allocation can be compared to an airline issuing you a boarding pass.

4 If you are not using allocations, you cannot print a Sales Order Packing List.

5 One of your customers wants to be invoiced only after all of the products on a single order have shipped. Can this be done with QAD Enterprise Applications? And, if so how? What field do you set, where?

1 Print the invoice register. Select one of your invoices and use Pending Invoice Maintenance to change the GL sales account on one of the line items.

2 Print preview your invoices. Select one of them that is incorrect (it has the wrong credit terms). Fix it and preview the invoice print.

3 Enter a pending invoice for a miscellaneous credit (such as a cooperative advertising rebate). Print preview the invoice.

4 Post your invoices to AR. Use the Customer Invoice Activity View to look at the customer balance.

5 What GL transactions did Invoice Post and Print create?

1 If you print a Pending Invoice Register and find that someone made a data entry error on a shipment (they entered a quantity shipped of 800 rather than the 80 that actually went out the door), what do you need to do?

2 Trailer codes let you specify different GL inventory accounts to be posted to when you ship a line item of a sales order.

3 Even if you are not using Accounts Receivable in QAD Enterprise Applications, it is still necessary to run the invoice post.

4 Sales Analysis inquiries and reports can be used to present summarized sales history by General ledger calendar period.