Sales Process And Mrp

Syddansk Universitet, Technishe Fakultet10Sales Process and MRPBased on Microsoft Axapta 3.0Kiril Iliev Table of Contents TOC o " 1-3" h z u HYPERLINK l " _Toc258570845" Preliminary Information PAGEREF _Toc258570845 h 2Data integrity with other databases PAGEREF _Toc258570846 h 3Case study – part one PAGEREF _Toc258570847 h 3Create new sales order PAGEREF _Toc258570848 h 4Stages of the sales order PAGEREF _Toc258570849 h 4Case study – part two PAGEREF _Toc258570850 h 5Calculation of MRP PAGEREF _Toc258570851 h 5 Preliminary Information Sales ledger is a module of the system that you can process sales orders. It is accessible through the Sales ledger -> Sales database (remember the navigation tutorial from the last time). Remmember that in order to create a new sales order, you should press CTRL + N. Please note that if a customer requires more items at the same time, you can add them within one sales order – this procedure is explained later. The sales orders use three very important properties of the items, found under Price/Discount tab of a selected item from the Items database. You should see three columns: Purchase order, Cost, Sales order. The price under purchase order will show up on the purchase orders (this is the price that the company pays in order to purchase the item). The price under cost is the calculated costprice, for the items the company are producing, or the cost from purchased items that goes into the final costprice (The landed price). Explain where this cost comes from having in mind that the company needs to pay for labour, machining time, routing and materials. The price under sales order will show up on the sales order (this is the suggested by the system price that the company would sell a single item to its customer(s)). This price depends on the Cost Group property of the item – which cost group it belongs to and respectivly which algorithm the system is using to calculate this price. Cost groups come from item master under General information tab where: 
MAC means material cost (Groups column, Group cost drop-down menu)
WCC means workcenter cost
The cost from the routing is connected under Route button, the button is found in the bottom right corner. Under cost categories, you connect a specific cost category for the setup time and the process time. The cost categories are under Production – Setup (folder) – Route (folder) – cost categories. Data integrity with other databases Sales database is interconnected with other databases including: 
Customer – this database is used by the sales module to retrieve customer’s data including: customer name, contact person.
Items – the items database is used by the sales module to retrieve the needed items that a customer requires
Production – Cost calculations. Used to calculate costs for different items based on the Cost Groups, also allows setup of different cost groups.
You can see the visualization of the data integrity below: Case study – part one In order to process sales order you should ensure that you have the requested items in stock. Check the inventory if the items that you want to sale are in stock. Please note that some of the items could be produced by the production department, while others have to be purchased from vendors. A customer requires 10 pieces of Seat, Selle Italia, SLR and 10 pieces of Selle Royal Seat, gelflown. Process a sales order saving all the required documents in PDF. Another customer requires buying Item 9030 with the following conditions: buying 10 or less, the price will be 20 Euro per piece, 20 pieces or less the price will be 19 Euro per piece). The marketing department suggests you to use the setup from Stock management –> items –> trade agreement –> sales price (HINT: Click CTRL+N to add and setup a new agreement). They recommend accessing this option from the item master in the Item database. The management requires you to retrieve the MRP for each of the items that are planned to be sold with this sales order. In order to sale the items, you have to make a purchase order. This is not the subject of this tutorial, so we will not get into many details. In order to purchase the needed items for processing the sales order, you have to go to Purchase ledger -> Purchase Order. Click CTRL+N to create a new purchase order, select vendor (in this case it will not matter), click Advanced (found in the upper right corner), and add new Lines to order – in the button part of the module. Finally, the purchase order needs to be invoinced, and therefore it needs to pass through the following steps (accessible through the Posting button, found in the upper right corner): 
Post Purchase order -> Post
Receipts list -> Post
Delivery note -> define ID -> Post
Invoice -> define ID -> post
After these steps are complete, the items should be On Hand. IMPORTANT! In this tutorial the information about purchasing is provided just for processing the sales order. Next tutorial we will take a closer look on the purchase orders, purchase order flow and data interaction. Create new sales order Creating new sales order is accessible from the Sales ledger - > Sales order, clicking CTRL+N. HINT: When creating a new sales order (from Sales ledger -> Sales order, then clicking CTRL+N) you can add new lines to the order from Advanced menu, instead of creating a whole new sales order for each item. Stages of the sales order In order to process an order, the operator has to (selecting order with status ‘Open order’, using the Setup button on the right): 
Confirmation -> Post
Picking list -> Post
Delivery note -> Post
Invoice -> Post
After this procedure each sales order is invoiced and considered paid and accounted in the system. Ensure that you print/save every document from each step as PDF. During Post you should choose to Print the current document and choose to save it as PDF. What is the status of the sales order after each of these steps? Case study – part two Now another customer requires you 10 pieces of Seat, SKL Gel. However, the customer needs them in one weeks starting from today. As a part of the sales team, you are charged with the task to enter this sales order in the system and leave it as Open Order. The management requires you to retrieve MRP of the sales order that you have just processed into the system. Calculation of MRP In order to calculate the MRP for an item, choose the item number in stock management- items, you want to calculate. Choose Inquiries – gross requirement and you will have the following picture: To run the MRP calculations choose Plan – MP-1, then choose update - master scheduling. If you change the MRP method (coverate group property found in the item master) and make a new sales order, what will be the results for each method (note that you should make a new sales order each time you change the coverage group).

Sales Process And Mrp

by Kiril Iliev on Apr 10, 2010

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