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This function to gives you instant insight in the "Status" of Sales / Service / Transfer / Assembly / Production order lines as quickly as possible by adding an icon to each line that show the status of that line. This helps you to focus on lines that need attention and what I need to work on to arrange things for them (e.g. purchasing them / warehouse actitvities, etc.)
How to Activate and configureActivate this function using the page [Wholesale 365 Setup]. More information: Wholesale365 Setup - Order To Cash
Behavior with this function activatedA column with Status is added to each Sales / Service / Transfer / Assembly / Production order line. Possible indicators are as follows: | Indicator | Explanation | |||||||||||
Fulfilled |
| Line Quantity = Shipped Quantity | |||||||||||
Indicator | Explanation | Fulfilled |
Factbox with item and inventory details |
Filter possibilities
The Indicator value can be used to filter as well. Custom filters can be used to to gain insight into exceptions, and help you to focus on lines that need your attention. You can add custom filters to the following pages:
Sales Order Subform (46)
Sales Lines (516)
Service Lines (5905)
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Use the field “Indicator” to define your filters, as BC does not allow you to filter on image values. The field “Indicator” is a text field which has as textual value which corresponds with the Status Indicator image. |
Filter at the Sales Order Subform page |
Job queue to recalculate the indicator value
When you activate the Advanced Autoreserve functionality as well, this could mean that indicators are changing in the background. For example, through automatic processes that influence the (free) stock. Think of warehouse receipts or EDI.
In that case it is wise to have the JobQueue 11295073 "AutoRefreshCustomIndicator" executed periodically. This recalculates the value of the Status Indicator. This can be useful when reporting to customers regarding order progress or order status.
When installing the app, JobQueue is automatically installed and set up as shown in the image . It is advisable to further parameterize this as needed. |
Possibility to copy Status indicator from underlying reservation on Transfer order
The default behavior of the status indicator is such that when an order line had a (partial) reservation on a Transfer order, the indicator is calculated on the order line. For example, an indicator will become “Green” if the order line is fully reserved on a Transfer order line. While the Transfer order itself has not yet been received.
By activating the “Downdrill” function (see https://briteblue.atlassian.net/wiki/spaces/WS/pages/1179650/Wholesale365+Setup+-+Order+To+Cash) the availability indicator on the sales, service, assembly or production order line, in the case of a (partial) reservation on a Transfer order, is taken over from the reservation item of the underlying transfer order itself.
This functionality makes it clear when the “real” supply is expected on the order line. This functionality can be enabled on the setup page of Wholesale365, parameter “Downdrill to Transfer order reservations”. Please note: The indicator on the order line is calculated via the task queue entry BBS_AutoRefreshCustomIndicator.
Behavior is as follows:
If a (sales / service / assembly / production) order line has at least 1 reservation entry on a Transfer order line;
Then on that (sales / service / assembly / production) order line, the indicator is taken over 1:1 from the underlying Transfer order line;
This is based on "Reserved quantity outgoing".
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The indicator on the order line is calculated via the task queue entry BBS_AutoRefreshCustomIndicator. It is possible that an incorrect indicator is shown at the time of order line creation. This will be automatically updated when via task queue entry BBS_AutoRefreshCustomIndicator. |
Status indicator is copied from the underlying reservation on Transfer order. In this example, the sales order line is fully reserved on an outgoing transfer order line that has not yet been received. And as a result, the indicator becomes “Red” |
Indicator behaviour for Salesorderlines whit Assemble-to-Order Lines
Behavior on the Salesorderline
Reservation Entry table (337) is being checked
Check whether there is a reservation for the same Reservation Entry number on Source Type (900) Assembly Header
If so, the status of the Assemblyorderlines of that Assemblyorder is taken into account when determining the indicator on the Salesorderline.
The "mix" of the indicator of the Assemblyorderlines is shown on the Salesorderline, so that you have insight into the status of the Assemblyorder or. the “assemble-ability” of the Assembly Order.
If not, the status of the Reservation Entries themselves are taken into account when determining the indicator on the Salesorderline. In many cases there is a reservation in stock, because the assembly item is already in stock, or the Assemblyorder that results from the Salesorder has already been booked.
Behavior on the Assemblyorderline
The same logic is used as with e.g. Sales rules for determining the color of the indicator;
Assembly Order lines are automatically reserved according to the parameters for Advanced Autoreserve at Wholesale365 Setup - Order To Cash
Status Indicator Explanation
Indicator | Explanation | |
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Salesorderlines and Serviceitemlines | ||
Fulfilled | Line Quantity = Shipped Quantity | |
Green | Quantity is completely reserved from an Item Ledger Entry | |
Orange | Quantity is completely reserved from a Purchase Order | |
Red | Quantity is not reserved | |
Orange/Green | Quantity is partially reserved from a Purchase Order and partially from an Item Ledger Entry | |
Red/Green | Quantity is partially reserved from an Item Ledger and partially not reserved | |
Red/Orange | Quantity is partially reserved from a Purchase Order and partially not reserved | |
Orange/Green/Red | Quantity is partially reserved from a Purchase Order, partially from an Item Ledger Entry and partially not reserved | |
Green (Special) | Special Purchase order line has been received and Quantity = Line Quantity | |
Orange (Special) | Special Purchase order line exists for (part of) the Line Quantity | |
Red (Special) | Special Purchase order line does not exist |
Or ange/Green (Special) | Special Purchase order line has been partially received and Quantity <> Line Quantity | |
Green (Direct) | Drop Shipment order line has been received and Quantity = Line Quantity | |
Orange (Direct) | Drop Shipment order line exists for (part of) the Line Quantity | |
Red (Direct) | Drop Shipment order line does not exist | |
Orange/Green (Direct) | Drop Shipment order line has been partially received and Quantity <> Line Quantity | |
Assemblyorderlines | ||
Green (Assembly) |
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Orange (Assembly) |
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Red (Assembly) |
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Orange/Green (Assembly) |
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Red/Green (Assembly) |
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Red/Orange (Assembly) |
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Orange/Green/Red (Assembly) |
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Limitations
Productionorderlines | ||
Green (Production) | All corresponding Production Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved) | |
Orange (Production) | All corresponding Production Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order) | |
Red (Production) | All corresponding Production Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved) | |
Orange/Green (Production) | Check the corresponding Production Order Lines of Type = Item; some items are Orange and some Items are Green | |
Red/Green (Production) | Check the corresponding Production Order Lines of Type = Item; some items are Red and some Items are Green | |
Red/Orange (Production) | Check the corresponding Production Order Lines of Type = Item; some items are Red and some Items are Orange | |
Orange/Green/Red (Production) | Check the corresponding Production Order Lines of Type = Item; some items are Orange, some are Green and some are Red |
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Deze functie geeft je direct inzicht in de "Status" van Verkoop-/ Service-/ Transfer-/ Assemblage-/ Productieorderregels door aan elke regel een Indocator (pictorgram) toe te voegen dat de status van die regel weergeeft. Dit helpt je om te focussen op de regels die aandacht nodig hebben en waar zaken voor in gang gezet dienen te worden. Bijvoorbeeld het inkopen van artikelen of het uitvoeren van magazijnactiviteiten, etc.).
Activeren en ConfigurerenActiveer deze functie via de pagina [Wholesale 365 Setup]. Meer informatie: Wholesale365 Setup - Order To Cash
Gedrag met deze functies geactiveerdAan elke Verkoop-/ Service-/ Transfer-/ Assemblage-/ Productieorderregel wordt een kolom met Status toegevoegd. De mogelijke indicatoren worden in onderstaande tabel toegelicht. Additionele functionaliteitenWanneer de Status Indicator functie ingeschakeld wordt, worden ook enkele andere functies geactiveerd. Deze functies worden hieronder beschreven. FeitenblokkenDeze functie voegt ook een informatief Feitenblok toe aan de Verkooporderregels op de Verkooporderkaart (42). De waarden in dit Feitenblok helpen om openstaande orders beter te beheren en de balans tussen vraag en aanbod te begrijpen.
Filter mogelijkhedenDe indicatorwaarde kan ook worden gebruikt om te filteren. Aangepaste filters kunnen worden gebruikt om inzicht te krijgen in uitzonderingen en helpen inzicht te geven in regels die aandacht nodig hebben. Het is mogelijk om aangepaste filters te maken op het veld “Indicator” op de volgende pagina's:
Taakwachtrij om automatisch de Indicator te herberekenenWanneer u ook de Advanced Autoreserve-functionaliteit activeert, kan dit betekenen dat indicatoren op de achtergrond veranderen. Bijvoorbeeld via automatische processen die invloed hebben op de (beschikbare vrije) voorraad. Denk hierbij aan magazijn ontvangsten of EDI-berichten die verwerkt worden. In dat geval is het aan te raden om periodiek de JobQueue 11295073 "AutoRefreshCustomIndicator" te laten uitvoeren. Hierdoor wordt de waarde van de Statusindicator opnieuw berekend. Dit kan helpen bij het op een juiste manier rapporteren aan klanten over de voortgang van de order.
Mogelijkheid om Status indicator over te nemen van de onderliggende reservering op TransferorderHet standaard gedrag van de status indicator is dusdanig dat wanneer een orderregel een (gedeeltelijke) reservering had op een Transferorder, de indicator wordt berekend op de orderregel. Zo zal een indicator bijvoorbeeld “Groen” worden indien de orderregel volledig gereserveerd is op een Transferorderregel. Terwijl de Transferorder zelf nog niet ontvangen was. Door de “ Downdrill” functie te activeren (zie Wholesale365 Setup - Order To Cash) wordt de beschikbaarheidsindicator op de verkoop-, service-, assemblage- of productieorderregel, in het geval van een (gedeeltelijke) reservering op een Transferorder, overgenomen van de reserveringspost van de onderliggende transferorder zelf. Met deze functionaliteit wordt het inzichtelijk gemaakt wanneer de "echte" toevoer verwacht wordt op de orderregel. Deze functionaliteit is in te schakelen op de setup pagina van Wholesale365, parameter “Downdrill naar Transfer order reserveringen". Let op: De indicator op de orderregel wordt berekend via de taakwachtrijpost BBS_AutoRefreshCustomIndicator. Gedrag is als volgt:
Indicator gedrag voor Verkooporderregels met gelinkte AssemblageorderregelsGedrag op de Verkoop order regel:
Gedrag op de Asemblageorderregel
Status Indicator Uitleg
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