Content Comparison

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NOTE: Need by represents the day, shipment needs to arrive at fulfillment center. The Ship By date will automatically populate once this information has been entered.

Is this note correct?

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The Ship By date will automatically populate once this information has been entered.

Why does it show 7/14 when the Need By date is 7/14?

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1. Use the drop down under Event
2. Select Default
3. Save

NOTE: all fields are normally filled in via the DMT file, but this indicates what needs to be completed.

Default is the only option at this time. – Sara mentioned on 7/10 this would be updated. Showing this is TBD as of 7/13.

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1. Template & Engineered
2. Save

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Are we going to use the Worksheet below? This is TBD

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Pre-production to review the details of the order; they will check off on Quote Box.   Can  Can someone confirm this will in fact be the process?

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Create Quote into Job

Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote >Actions> Quote > Create Sales Order

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The Opportunity/Quote Entry screen will appear.

1. Enter initials in the Changes log
2. Click OK

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The Quote Order Wizard screen will appear.

1. Enter FOB Destination (needs this to create the Sales Order)
2. Click on Order Job Wizard

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A blank screen will briefly appear.

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NOTE: Schedule Job will create demand for Purchasing. We reserve material at the time of release of job (but it may not backflush for another day). Correct???

Need a screen shot that shows Get Details and Schedule Job checked off.

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The job will automatically populate to the Jobs section in Order Job Wizard.

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NOTE: the Job number, is your Sales Order number, Line and Release. At this point your Sales Order is Complete.

Reviewing the Sales Order

This process is not necessary, but provides details on how to review a Sales Order once run in Order Job Wizard.

1. Right Click on the field under Job

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1. A dropdown will appear: click on Open with > Job Entry

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1. Close all the screens by clicking on all the “X”s.

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