Follow up on Sales Orders
When a Sales Order (COA) is created it will be assigned to inbound goods in the Assignment Register (SAR) by the FIFO principle. The assignment may be inspected by clicking the Stock Assignments option in the action menu under the menu folder Inspects and views or by using the icon in the item line.
If special purchase prices quoted from suppliers (SQU) exist, such a quote can be suggested as basis for the Purchase Order (SPO) for this specific COA-ITM and will then also be used as basis for GM calculation.
To choose a quoted purchase price as basis for purchase order, choose a valid purchase quote in the Based On-field under the Landed Cost folder in the COA item. A valid purchase quote is understood as it’s expiry date is higher than todays date. The chosen SQU will then show up in the purchase program as information to the purchaser.
Gross margin is calculated using the formula: (((Sales Price - Cost Price) * 100) / Sales Price).
The approval system can be configured so that COA-ITM with gross margin below a certain threshold value must be approved by a supervisor.
If the items on the COA are not in stock and are to be manufactured internally, uncheck (if checked) the Block for production-checkbox in the Product area in COA item view. The COA will then be available in the production planning tool.
NOTE: It is also possible to use the multi-select option, where you click on the status icon of the item to select. The options you have available when performing multi-select are as follows:
Forward selected items to sales order
Forward selected items to shipping advice
Delete selected items
Clear selected items
Cancel selected items
Easy filtering of Sales Order Items
It is possible to filter out specific Sales Order Items using the RamBase filter field. There are many different pre-defined filters you can use to filter out the exact items you need based on several criteria. If you would, for example, want to find all items with messages attached, you could use the following procedure:
To find a specific Sales Order Item, open the COAITEM (COAITEM) application, find Sales in the RamBase menu and then Order handling. Click Sales order items to enter the COAITEM application.
Click the cogwheel icon above the item lines.
Find Columns and check the option Highlighted Notifications.
Use the filter field an choose the option ContainginNotificationTypeID (if you do not know the type of message).
Then choose ContainingNotificationTypeID, which will open a popup where you can choose the filtered categories of Sales Order Items, based on your access level.
Choose the category you suspect the Item will be in and click the Select button. You will now be able to see the relevant Items in the menu to the left.