empower erp sales order - zearo · 4 empower erp - sales order introduction sales order covers the...

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1 Empower ERP - Sales Order

EMPOWER ERP SALES ORDER

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TABLE OF CONTENTS

Introduction ......................................................................................... 4

1. Check Product Quantity in Product Info screen ..................................... 5

2. Register Quotation ............................................................................ 6

3. Create Standard Order from Quote Convert ......................................... 7

4. Complete Sales Order ........................................................................ 9

5. Generate Shipment(Manual) for the Sales Order ................................. 10

6. Invoice(Customer) – Sales Invoice .................................................... 12

7. Payment to Print Account Receivable Receipt(AR Receipt) .................... 16

8. Bank Statement After AR payment .................................................... 16

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DOCUMENT CONTROL DETAILS

DOCUMENT IDENTIFICATION

Title:

Work stream:

Filename:

DOCUMENT CHANGE HISTORY

Date Version Document Status (Description of changes) Author

24-07-2016 1.0 Initial Draft Rangaraman

VERIFIED AND APPROVED BY

Date Version Name Designation

DOCUMENT ACCEPTANCE

Date Version Name Designation Signature

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INTRODUCTION

Sales Order covers the business processes required for the creation of a quotation for a

prospect or customer, sales order management, invoicing and the receipt of cash. The

functionality is tightly integrated with Supply Chain Management and Customer

Relationship Management. In traditional systems, this functionality is likely to be found in

modules entitled sales order processing and accounts receivables. Process ofSales Order in

Empower ERP is:

1) Create Quotation

2) Convert Quote to Standard Order(Sales Order)

3) Complete Sales Order

4) Generate Shipment(Manual)

5) Invoice(Customer)

6) Receipt

7) Bank Statement

A schematic showing the process flow from the entry of a Quotation to the receipt of cash

is shown below

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Before process SO, the following information have to be created: 1) Customer, Product,

Sales Price List, Sales Representative details. 2) Configure Sales Price List to products.

1. CHECK PRODUCT QUANTITY IN PRODUCT INFO SCREEN

Select “Quotation” window using Lookup box on Dashboard. Click on Product Info button on

tool bar and verify quantity for the Products one by one. Product Info screenshot:

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2. REGISTER QUOTATION

a) Click on new button in the tool bar(Quotation screen).

b) Enter Customer, Warehouse, Sales Representative and Save Quotation screen.

c) Click on “NEW” button in Line TAB.

d) Enter Product and enter Qty and Click on “Save” button in Line TAB.

e) Click on “Complete” button and select “Prepare” option as Document Action

dialogue box. Document Status will be changed as “In Progress”.

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If reverse “QUOTATION” click on “Prepare” button and select void option. Application set

all quantities to zero (0) and completes transaction.

Note: It will not affect inventory for the entered products.

3. CREATE STANDARD ORDER FROM QUOTE CONVERT

Open “Quote Convert” screen using lookup Box.

1) Select Transaction No (Quotation) created above.

2) Document Type as “Standard Order”.

3) Do not check “Close Document” checkbox and click on “Ok” button.

Standard Order no will be generated and displayed.

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Quote Convert Picture 1:

Quote Convert Picture 2:

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4. COMPLETE SALES ORDER

Open “Sales Order” window and search Standard Order No created above.

In Sales Order screen click on “Complete” button and select “Complete” option

in Document Action Dialogue Box then click “Ok”. Document Status will be changed as

“Completed”. To Re-Active(SO) competed “Standard Order” click on “Close” button

and select “Re-Active” option on Document Action dialogue box. Screenshot below:

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5. GENERATE SHIPMENT(MANUAL) FOR THE SALES ORDER

1) Open “Generate Shipments (Manual)” window using Lookup Box.

a) Select completed “Sales Order” and select “Complete” in Document

Action. Select Document Action as “Prepare”.

Check “Consolidate on one Document” checkbox.

b) Document No(Delivery Note(Customer)) will be generated.

2) Open “Delivery Note (Customer)” window and search “Document No” created

above. Click on Print (F12) button on Toolbar. Check Products and Quantity

in Report. Screenshot below:

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3) Click on “Complete” button in Delivery Note (Customer) window. Screenshot

below:

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4) To “Reverse – Correct” Delivery Note(Customer), user as to click on “Close”

button in Delivery Note(Customer) screen. Once transaction is reverted user

has to create new record with new Shipment Document No in Delivery

Note(Customer) window.

6. INVOICE(CUSTOMER) – SALES INVOICE

User can create Sales Invoice in 2 ways.

1) Generate Invoice from Delivery Note(Customer)

2) Generate Invoices(Manual)

3) Invoice(Customer)

1) Generate Invoice from Delivery Note(Customer)

To Generate Sales Invoice, Click on “Generate Invoice” button in Delivery

Note(Customer) window and select SO Price List in “Generate Invoice from Receipt”

window(Screenshot below) Click on “Ok” button.

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Invoice No will be generated by the Empower ERP and displayed on Left-Bottom of the

Delivery Note(Customer) window. Screenshot below:

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2) Generate Invoices(Manual)

Open “Generate Invoice(Manual)” screen. Select Sales Order’s Document No and click

on “Tick” button. Screenshot below:

Invoice will be generated with “In Progress” status by Empower ERP and displayed.

Then click on “Tick” button. Screenshot below:

User can update and complete Sales Invoice.

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3) Invoice (Customer)

User can create Sales Invoice in Invoice(Customer) window.

Open “Invoice Customer” window using Lookup Box.

A) Select “Taget Document Type” as “AR invoice”.

B) Select Data Invoiced and DateAcc.

C) Enter Customer name in Business Partner field.

D) Customer Location will be rendered from Customer Information.

E) Select Price List for the Products.

F) Click on Sale Button.

G) Go To Invoice Line TAB.

H) Enter Product Name, Quantity and Price. Then Save Line.

I) Go To “Invoice” TAB and complete Sales Invoice.

J) To “Reverse – Correct” Invoice (Customer), user as to click on “Close”

button in Invoice(Customer) screen. Once transaction is reverted

user has to create new record with new

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7. PAYMENT TO PRINT ACCOUNT RECEIVABLE RECEIPT(AR RECEIPT)

Open “Payment” screen. Select Bank name in Bank account, Document Type as “AR

Receipt”, Customer, Invoice no and enter customer Payment Amount. Click “Complete”

button. Document Status changed as “Completed”. Check allocations for the current

payment in “Allocations” TAB.

Revert Payment

Click on Close button in Payment screen. Select “Reverse - Correct” option in

Document Action dialogue box. Document Status will be changed as “Reversed”.

Once reverse this transaction it cannot be re-activated. User has to create new

Payment for the invoice.

8. BANK STATEMENT AFTER AR PAYMENT

Open “Bank Statement” window and Select Bank and Enter Name. Click on “Create Line

from” button.

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In Bank Statement .. create Line from” window, select Bank Account and Enter Payment’s

Document ID. Click on “Refresh” button. Select the Payment ID and click on “Tick” button.

Goto Bank Statement TAB and click on “Complete” button.

Account in Bank Statement window.

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Amount to be debited on Checking Account for Sales Order.

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empower erp sales order - zearo · 4 empower erp - sales order introduction sales order covers the...

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