Orders & Receipts
Ordering/Receipts Advanced
Special Orders
Name that Spec
Suggested Orders
100
Where can I obtain a listing of all Open Parts Orders?
Order Receipts 2062, Option 1, do a ? at PO# prompt. Another option would be Report Generator 6910
100
How do I receipt a part that was put on a backorder or cross-ship? Name the screen and the steps.
* 2062 - Pull up PO# * Select line # * Enter the quantity at the recieved prompt.
100
What Special Order Types do I have to clear?
SP (prepaid) must be cleared.
100
I receipted in the wrong quantity for a part number. Where can I change this?
Post Transactions (2010), using either a M (minus) or a P (plus).
100
What type of parts will Suggested Stock Order Creation (2043) suggest when creating an order?
Normal (blank) and Manual Order (MO) status'
200
Where do I delete/cancel an order that I do not want to receipt in?
Daily Order Entry (2041), pull up order, do a D-Delete.
200
After I confirm a Suggested Stock Order, can I still add a parts to this order? If so, how?
Yes you can always add parts after confirmation in 2041. Just pull up the order in 2041, add the part.
200
Which screen do I clear SP (special prepaid) order?
Clear Special Orders (2533 or Clear Special Order by Date (2050)
200
When I run a Suggested Stock order, my sales search period is only 9 months. I want to change it to 12 months. Where can I do this?
Ordering Parameters (2324), line 1
200
Which type of parts are considered for Phase-In when running the Suggested Stock Order Creation (2043)?
Non-Stock (NS), Auto Phase-Out (AP) and No Phase-out (NP) are all considered for Phase-In.
300
Can I manually add a special order part to my Daily Order in Daily Order Entry (2041)? If so, how?
Yes, you do not need to create a special order invoice to create a special order for a part. You can add a special order part right in the 2041 screen by adding a customer's name in the Cname field and entering an Invoice# or allowing the system to assign one of its own.
300
How do I add a Special Order Part to my Suggested Stock Order?
1 - Add the part in 2041, enter a customer name in CNAME field. 2 - In 2052, individually assign special order option 2, then individually assign the special order you want to be on this order by entering the suggested stock order number.
300
I have a ton of old special orders (SP) out in my system. What is the quickest way to get rid of them all?
Clear Special Orders by Date (2050), option 1
300
My order quanities on my Suggested Stock Order are too high or too low. I need to make adjustments. Where?
2323 - Sources, adjust my low/high days of supply
300
What do the following symbols mean on the Order Report from running a Suggested Stock order? - C - F - M - X - I - *
C = obsolete part. These must be taken off order or it will be ordered. F = The suggested quantity for this part was on a forced order, not on actual demand. M = Suggested Quantity based on a MIN entered in 2101. X = Suggested Quantity based on a MAX entered in 2101. I = This part was phased-in upon creation of this order. * = This indicates a Manual Order part (MO). These need confirmed if you want to order.
400
Where can I obtain a list of all parts I have receipted in?
Receipt Register Listing (2064)
400
Which manufacturer requires you to sort and touch the header of a part order before you transmit it?
Honda, they will reject an order if either have not been done.
400
What does the "S" mean that displays next to the QOH?
That the quantity includes a receipted special order for that part.
400
Everytime I add a new part, the system is prompting me with information that is not correct. These parts are going to the wrong source, bin, etc. How do I change this?
Makes (2322), change the Non-Stock Source number, Bin, Status, etc.
400
How many reports will you get when running a Suggested Stock order? Name the reports, explain what each entails, and if there is anything special needing done with any specific report.
Manual Order Report - This will always print out. It includes parts that have a MO status. These parts will need to be confirmed in 2044 in order for them to be added to the order. To confirm, you must enter the quanity. Order Report - This is the suggesed order if you make no changes. There are various symbols you may find next to the part # that denote how that part got on the order. Obsolete parts will need deleted in 2044 or they will be ordered. Phase-In Report - This is the list of all parts that were automatically phased in by running the creation of this order. Parts are phased in based on the PI/PO criteria set forth in Sources (2323). Exception Report - This is a list of parts that could not be viewed due to record locking. This occurs when another terminal is accessing a part record while the calculation process occurs. These parts are skipped. They can be manually ordered/added in 2044/2041 depending.
500
What is ROP and BSL and how do they apply to a system's calculations of stock orders?
ROP is re-ordering point. It is the number that satisfies the low days of supply. If a part is equal to or below the ROP, it will be included on a SSO. BSL is best stocking level. It is the number that satisfies the high days of supply. The quantity suggested to order will be the BSL minus the available quantity.
500
Explain the difference between Order Receipts (2062) and Electronic Packing Slip Receipts (2070)?
Order Receipts (2062) you have to manually touch each line and say how many you recieved/backordered/cross-shipped. Electronic Packing Slips Receipts (2070) automatically receipts the quantity recieved for each part for you. It receipts in what you recieve and not what you ordered.
500
You created a special order for an RO. It created a dash (-1) in the system. That special order part was receipted in and that customer has returned to get that part put on his vehicle. Walk me through the CORRECT process in selling this special order part to the new RO.
In Accelerator (2525), do a ? and pull up the Dash (-1) RO. At the command line, do R=Roll RO. The cursor will go back up to the top of the Invoice field. Type in the new RO#, hit enter through the remaining prompts, changing counterperson number if need, and the part will display on the new RO.
500
I have a part that I am trying to bill out on a Invoice, but when I enter PLC 10, it keeps defaulting back to PLC 1 and it will not let me use PLC 10. What is the problem and how do I fix it?
This part# is not set up to use PLC 10, therefore the system will default to PLC 1 because that is the customer's default PLC. Determine which source this part is in. Then go into 2565, type in PLC 10, and check to see if the source is there and then add it.
500
How is a suggested order calculated? (hint: not the formula)
Once the available quantity falls below the ROP, the system will suggest it to order. The suggested order quantity is the difference between the available quantity and the BSL.
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