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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. The possible indicators are explained in the table below. Other featuresEnabling the Status Indicator feature, will enable some other features as well. These are described below. FactboxesThis feature also adds an informative factbox to the Sales lines at the Sales Order Card (42). The values in the factbox can help you to manage your open orders better and to help understand the balance between supply and demand.
Filter possibilitiesThe 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:
Job queue to recalculate the indicator valueWhen 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.
Possibility to copy Status indicator from underlying reservation on Transfer orderThe 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:
Indicator behaviour for Salesorderlines whit Assemble-to-Order Lines | Explanation | Saleslines
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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Productionorderlines |
Indicator
Explanation
Fulfilled
Line Quantity = Shipped Quantity
Green
Quantity is completely reserved from an Item Ledger Entry
Orange
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
Red (Production) | All corresponding Production Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved) | |
Orange/ |
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
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 |
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
Orange/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
Green (Assembly)
Quantity is completely reserved from an Item Ledger Entry
OR all corresponding Assembly Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved)
Orange (Assembly)
Quantity is partially reserved from an Item Ledger Entry
OR all corresponding Assembly Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order)
Red (Assembly)
None of the Quantity is reserved from an Item Ledger Entry
OR all corresponding Assembly Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved)
Orange/Green (Assembly)
When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.
When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange and some Items are Green
Red/Green (Assembly)
When [Item, Assembly Policy] = Assemble-to-Stock: Quantity is partially reserved from an Item Ledger and partially not reserved
When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Green
Red/Orange (Assembly)
When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.
When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Orange
Orange/Green/Red (Assembly)
When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.
When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange, some are Green and some are Red
Limitations
(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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