Sales Change Summary
Introduction to Sales
Sales Quotations
Sales Quotations Overview
Types of Quotes
Menu Listing
Setting Up Sales Quotes
Creating Sales Quotes
Using Sales Quote Maintenance
Copying a Sales Quote
Printing Sales Quotes
Releasing Sales Quotes
Repricing Sales Quotes
Deleting and Archiving Sales Quotes
Sales Orders/Invoices
Sales Orders/Invoices Overview
Creating Sales Orders
Effect of Optional Features
Customers and Sales Orders
Sales Order Header
Sales Order Line Items
Sales Order Trailer
Calculating Promise and Due Dates
Running Credit Checks
Credit Control Settings
Credit Status
Credit Status Update
Processing Freight Charges
Automatic Freight Calculations and Sales Order Returns
Freight Accounting
Freight Charges Setup
Repricing Sales Orders
Printing Sales Orders
Printing Picklists
Shipping
Managing Containers and Shippers
Processing Invoices
Reviewing a Pending Invoice
Posting and Printing Invoices
Printing Invoices
Invoicing Multiple Shipments
Delivery Based Invoicing
Special Invoice Requirements
Correcting Invoices
Creating Correction Sales Orders
Processing Correction Orders
Reporting Correction Invoices
Processing Returns
Credit Invoices for Returned Goods
Generating Reports
Container and Line Charges
Container and Line Charges Overview
Container Charges
Line Charges
Charge Type Codes
Trailer Codes
Effect of Activating CLC
Implementation Planning
Container Charge Requirements
Line Charge Requirements
Shipping Code Requirements
Setting Up Container and Line Charges
Setting Up Container Charges
Setting Up Line Charges
Using Container and Line Charges
Working with Scheduled and Discrete Sales Orders
Using Container Functions
Working with Packing Lists and Pre-Shippers
Working With Charges on Invoices
Maintaining Order Line Charges
Sample Programs
Sample Charge Type Program
Available to Promise
Available To Promise Overview
Overview of ATP Processing
ATP Calculations
Setting Up ATP Processing
Setting Control Values
ATP Settings for Items
Using ATP Processing Features
Determining ATP during Order Entry
Determining ATP during Order Confirmation
Determining ATP with Imported Purchase Orders
Determining ATP without a Confirmed Order
Shipping
Shipping Overview
Setting Up Shipping
Define Number Sequences
Define Document Formats
Define Inventory Movement Codes
Assign Inventory Movement Code Security
Define Carrier Addresses
Define Shipping Groups
Set Up Control Programs
Setting Up Containers
Container Overview
Container Workbench
SO Container Maintenance
Deleting Unused Containers
Setting Up Shipper Validation
Rule Definition Maintenance
Adding Fields for Shippers
Determining Validation/Prompt Locations
Defining Validations for a Field
Linking Rules to Profiles
Shipment Certification
Setting Up Shipment Certification
Generating the Signatures
Viewing the Signatures
Shipment Processing
Overview
Creating Pre-Shippers Automatically
Creating Shippers Manually
Importing Shippers
Printing Shippers
Confirming Shippers
Sales Order Shipper Maintenance
Undoing an Assigned Shipper Number
Unconfirming Shippers
Bills of Lading
Validating Shippers
Entering User Field Data and Correcting Data
Validation Exclusions
Using Manual Shipper Validation
Centralized Management of Validation Data
Creating Shippers in Other Functions
Inventory Control Programs
Purchase Order Returns
Sales Order Shipments
Distribution Order Shippers
Other Functions Supporting Shippers
Receipt Processing
Viewing Shipper Information
Shipper Validation Reports
Creating Scanned Shipping Documents
Creating Custom Shippers
Overview of Form Services
Additional Form Services
Creating a Custom Shipper
Shipment Performance
Shipment Performance Overview
Features
Effect of Actuating Shipment Performance
Shipment Performance Programs
Planning and Setup Overview
Determining Monitoring Parameters
Determining Shipments to Monitor
Setting up Shipment Performance
Defining Control Program Settings
Defining Control Program Exceptions
Establishing Performance with Status Codes
Creating and Entering Reason Codes
Creating and Entering Line-Item Categories
Working with Shipment Performance Data
Creating Performance Transaction Records
Modifying Performance Transaction Records
Reporting Shipment Performance Data
Backlog/Missed Shipment Report
Fill Rate Report
Missing Reason Code Report
Shipment Performance Report
Item Analysis Report
Customer Analysis Report
Reason Code Analysis Report
Exporting Historical Performance Data
Deleting and Archiving Historical Data
Customer Consignment Inventory
Customer Consignment Inventory Overview
Customer Consignment Programs
Customer Consignment Inventory Business Workflow
Creating a Sales Order
Allocating and Shipping Inventory
Tracking the Inventory
Consuming the Inventory
Invoicing the Inventory
Using Customer Consignment Inventory with EMT
Consignment Process Summary
Planning and Setup
Activate Customer Consignment and Configure Control Settings
Set Up Consignment Accounts
Set Up Product Line and Inventory Detail Accounts
Create Inventory Locations
Specify Inventory Status Codes
Create Control Records for Specific Ship-To/Item Combinations
Managing Consigned Inventory
Creating Inventory Transaction History
Ordering Consigned Inventory
Shipping Consigned Inventory
Making Inventory Transfers and Adjustments
Using Customer Consigned Inventory
Processing Returns, Rejects, and Corrections
Managing Aged Inventory
Tracking Consigned Inventory During Inventory Counts
Invoicing Consigned Shipments
Effect of Automatic Invoicing
Self-Billing
Reporting Consignment Inventory Data
Enterprise Material Transfer (EMT)
Enterprise Material Transfer Overview
Using EMT Across Domains and Databases
Standard EMT Overview
Multilevel EMT Overview
Electronic Data Interchange
Using Direct Allocations
Material Orders
Intrastat Effects of EMT Orders
Setting Up EMT
Setting Up Supplier Profiles
Setting Up Sites
Establishing Sites as Companies
Setting Up Customer Profiles
Setting Up Items
Establishing Item-Site Relationships
Setting Up Item Cross-References
Setting Up Sales Order Control
Setting Up Purchasing Control
Setting Up Direct Allocations
Setting Up EDI eCommerce to Support EMT
Using Standard EMT
Creating an EMT Sales Order
Creating the EMT Purchase Order
Printing the EMT PO
Exporting the EMT PO from the PBU
Importing the EMT PO into the SBU
Modifying an EMT Order
Picking Inventory at the SBU
Shipping Inventory from the SBU
Receiving Inventory at the PBU
Using Multilevel EMT
Organizational Roles at Multiple Levels
Multilevel Restrictions
Setup Considerations
Maintaining Sales Orders
Processing EMT Purchase Orders
Change Management
Processing Advance Ship Notices (ASNs)
Processing Supplier or Shipping Type Changes
Communicating EMT Documents with EDI
EMT and EDI eCommerce
Configured Products
Configured Products Overview
Defining Control Program Settings
Defining a Configured Product
Set Up the Parent Item
Define the Base Components
Define Features and Options
Ordering a Configured Product
Cost and Price
Modifying Configured Line Items
Phantoms
Configured Components
Pending Invoice Maintenance
Issuing Final Assembly Orders
Configuration Updates
Shipping Configured Items
Shipping in an Average Cost Environment
Finished Goods Inventory
Using Shippers with Configured Products
Master Scheduling
Sales Analysis
Sales Analysis Overview
Fiscal Year and Calendar Year Reporting
Using Salesperson Quota Maintenance
Using Sales Analysis Inquiries
Salesperson Quota Inquiry
Salesperson Margin Inquiry
Using Sales Analysis Browses
Using Sales Analysis Reports
Salesperson Ranking Report
Sales by Site Report
Sales by Customer Report
Customer Ranking Report
Sales by Item Report
Item Ranking Report
Changing the Fiscal Year
Deleting/Archiving Sales History
Legal Documents
Legal Documents Overview
Legal Document Life Cycle
Legal Document Formats
Legal Documents Menu Listing
Implementing Legal Documents
Configuring Legal Documents Control Settings
Defining Legal Document Formats
Setting Up Inventory Movement Codes for Legal Documents
Defining Number Sequences for Legal Documents
Setting Up Shipping Groups for Legal Documents
Creating Legal Documents
Printing Legal Documents
Cancelling Legal Documents
Viewing Complete Legal Document Report
Deleting/Archiving Legal Documents
Taxes for Non-sales Issuing Transactions
Issuing Goods
Customer Consignment
Creating a Sales Order
Setting Up a Simultaneous Operation
Shipping and Creating a Shipping Legal Document
Recording Consumption, Posting the Invoice, and Creating a Sales Legal Document
Maintaining Non-Inventory Shippers
Confirming Non-Sales Shippers
Unconfirming Shippers and Canceling Legal Documents for Non-Sales Transactions
Modifying Non-Sales Shippers and Legal Documents
Processing Legal Documents in Sales Returns
Processing Non-PO Returns
Country-Specific Legal Documents
Brazil Legal Documents
Thailand Legal Documents
Status Tracking for Shipments
Overview
Setup
Container/Shipper Control
Ship-To/POD Controls Maintenance
Using Proof of Delivery
POD on Sales Quotes
POD on Sales Orders
POD on Customer Scheduled Orders
Recording POD
Reversing POD
Transactions of POD Process
Viewing Shipment Status
Shipper Detail Status Browse
Shipper Detail Status Report
Advanced Self-Billing
Advanced Self-Billing Overview
Setting Up Advanced Self-Billing
Enabling Advanced Self-Billing
Setting Customer Data
Specifying GL Accounts
Setting Customer Items
Self-Billing Sales Orders
Applying Self-Billing to Discrete Sales Order
Applying Self-Billing to Customer Scheduled Orders
Shipping Self-Billing Orders
Sales Order Shipments
Pre-Shipper/Shipper Confirm
Generating SB Shipment Report
Self-Billing Exclusion
Product Information Resources
Sales Change Summary
Product Information Resources
SalesQuotations
SalesOrders_Invoices
CreatingSalesOrders
CalculatingPromiseandDueDates
ProcessingFreightCharges
PostingandPrintingInvoices
SpecialInvoiceRequirements
GeneratingReports
ContainerandLineCharges
AvailabletoPromise
Shipping
DefineInventoryMovementCodes
SetUpControlPrograms
ContainerOverview
DeletingUnusedContainers
ShipmentCertification
CreatingPre-ShippersAutomatically
ConfirmingShippers
PurchaseOrderReturns
CreatingScannedShippingDocuments
ShipmentPerformance
ReportingShipmentPerformanceData
CustomerConsignmentInventory
EnterpriseMaterialTransfer
UsingDirectAllocations
MaterialOrders
ConfiguredProducts
SalesAnalysis
LegalDocuments
AdvancedSelfBilling