In this program you enter manual orders and reservations. Manual orders are transactions with type 10 and manual reservations are transactions with type 20.
If IBS Multi Distribution Centre is installed and activated, temporary orders (type 30 and 40) are updated in this file. These are sales/purchase orders that exist in (and were received from) an MDC demanding company. These create a reservation in the current company that will only exist during the time it takes for a new sales/purchase order (that was entered in the MDC demanding company) to be created as a real order in the current company.
Note: Type 30 and 40 transactions are not allowed to be deleted.
If IBS Manufacturing is installed and activated together with IBS Project, project orders entered in the Work with projects routine, are automatically updated in this file. The type for such orders are 50. Type 50 transactions are not allowed to be deleted from this program.
Some examples for usage of type 10 and 20:
A prospect is willing to accept a quotation providing delivery can take place according to the stock situation at the time of the quotation. The quotation can then be entered and sent to the prospect. At the same time a manual reservation can be entered through this program with the same due date as the prospect has on the quotation. This manual order will then book these items in stock until the expiration date has been reached and the manual order has been deleted via the Remove manual orders/reservations menu item.
Another example could be that a salesman wishes to take some items with him on his weekly journey. These items can be reserved, (i.e. not available for sale), during this time but will automatically be added back into stock when the expiration date has been reached and the reservation has been deleted via the Remove manual orders/reservations menu option.
Options
Selection fields
- Type
- This column lists the types identifying established manual orders or reservations.
Type Description 10 Manual order (i.e. incoming goods) 20 Manual reservation (i.e. outgoing goods) Note: Type 30, 40 and 50 are types that are updated automatically in this file. You are not allowed to manually add a transaction with any of these types. Transaction types 30 and 40 are temporary orders and are only displayed if the MDC functionality is activated. Transaction type 50 is a project order and is only displayed if IBS Manufacturing is installed together with IBS Project.
- Item
- This column lists the items for manual order or reservation.
- Whs
- Displays the warehouse from which the goods are to be booked or reserved in stock.
- Disp dat
- Displays the date when the manual order/reservation is to be dispatched.
- Quantity
- Displays the quantity of the item being used for the manual order or reservation.
- To comp
- Displays the code of the company to which the corresponding items are to be delivered.
- Transaction text
- Displays the additional text if entered to further describe the transaction.
- Batch
- Displays the batch id under which the item is stored if the item is under batch control and it is for a manual reservation (i.e. type 20).
Work with manual orders and reservations (DMR70004)
On this panel you enter manual orders (type 10) and/or reservations (type 20). You can also add or change entries.
Temporary orders (type 30 and 40) are only displayed if the MDC function is activated. These are sales/purchase orders that exist in (and were received from) an MDC demanding company. These create a reservation in the current company that will only exist during the time it takes for a new sales/purchase order (that was entered in the MDC demanding company) to be created as a real order in the current company.
If IBS Manufacturing is installed and activated together with IBS Project, project orders entered in the Work with projects routine, are automatically updated in this file. The type for such orders are 50.
Note: You are not allowed to delete transactions of type 30, 40 and 50.
Transaction with type 10 and 20, will remain in the file until they are deleted from the Reorganise manual order and reservation file menu option according to the expiration date.
- Item
- Enter the item for which you want to enter a manual order or reservation. For existing records, this field cannot be changed.
- Type
- Enter the type which identifies a manual order or reservation which you are establishing. For existing records, this field cannot be changed.
Type Description 10 Manual order (i.e. incoming goods) 20 Manual reservation (i.e. outgoing goods) Note: Type 30, 40 and 50 are types that are updated automatically in this file. You are not allowed to manually add a transaction with any of these types. Transaction types 30 and 40 are temporary orders and are only displayed if the MDC functionality is activated. Transaction type 50 is a project order and is only displayed if IBS Manufacturing is installed and activated together with IBS Project.
- To company
- This field is only displayed if the MDC functionality is activated and the record is a temporary order, i.e. type 30 or 40. Displays the code of the company to which the goods are to be delivered.
- Warehouse
- Enter a code from the Warehouse table, indicating from which the goods are to be booked or reserved in stock. For existing records, this field cannot be changed.
- Customer
- This field is only displayed if the MDC functionality is activated and the record is a temporary order, i.e. type 30 or 40. Displays the MDC customer that represents the company the item is to be delivered to.
- Batch
- Optional entry. This field can be completed if the item is under batch control and it is for a manual reservation (i.e. type 20). Enter the batch id under which the item is stored.
- Sales order number/Purch order number
- This field is only displayed if the MDC functionality is activated and the record is a temporary order, i.e. type 30 or 40. Two field names are valid for this field:
If the temporary order is of type 30:
Displays the corresponding sales order number in the MDC demanding company.If the temporary order is of type 40:
Displays the corresponding purchase order number in the MDC demanding company.
- Dispatch date
- Enter the date when the manual order/reservation is to be delivered.
- Sales order line/Purch order line
- This field is only displayed if the MDC functionality is activated and the record is a temporary order, i.e. type 30 or 40. Two field names are valid for this field:
If the temporary order is of type 30:
Displays the corresponding sales order line number in the MDC demanding company.If the temporary order is of type 40:
Displays the corresponding purchase order line number in the MDC demanding company.
- Expiration date
- Enter the date when the manual order/reservation should expire. The actual expiration will occur when the Remove manual orders and reservations program is run.
- Quantity
- Enter the quantity of the item being used for the manual order or reservation.
- Stock unit
- Displays the stock unit for the item.
- Text
- A text of your own choice can be entered in this field to further describe the transaction.
Work with manual orders and reservations, Copy (DMR70005)
- Type
- Displays the type identifying an established manual order or reservation for the items you selected to copy.
- Item
- Displays the items you selected to copy.
- New item
- Enter the new items that you are creating.