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Sales Order
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Configuration
These sales order types have already been defined for the YAKTA Processes. No additional configuration is needed.Processes:
Warranty Sales Order - WSO (will not be sent to NetStock)
Small Sales Order - SSO
Sales Order - SO (Default)
Sales Order Processes
Warranty Sales Order
From Dealers
Size: Parcel
Salespeople manually enter orders
Size: Parcel
Includes the Following
Subassemblies
May need to create Work Order if there no inventory exists.
Parts
Subassemblies may or may not be in stock already.
If in Stock, use Purchasing Type = Inventory, to allocate inventory.
If no inventory exists, create Work Order
Update Purchasing Type = Special Order
Insert a Requisition for a Purchase Order
Parts
Obsolete parts
Where do these come from?
Small Sales Order
Salespeople manually enter orders
Size: Parcel
Includes the Following
Parts
Sales Order
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Dealer
Salespeople manually enter orders
Size: Truckload (TL)
May include the following:
One or More Finished Goods
Parts
Out of Stock Inventory for a Sales Order
Items from a 3rd Party Manufacturer
Update Purchasing Type = Special Order
Insert
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- The Warehouse team will NOT insert a requisition
a Requisition for a Purchase Order
Instead, the Warehouse team will work with the Purchasing Team and they will insert the requisition.
- This is preferrable to manually creating a Purchase Order, so the Purchase Order is linked to the Sales Order.