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Fabrications normally cannot be returned to a supplier - nor sold to another customer - hence they normally require payment before a supplier gets the order.
Fabrication Orders ordered by the franchisor on behalf of a franchisee will have their mirrored intercompany debtor/creditor invoices linked to the Fabrication Order and line linked to the Project Order line.
- The intercompany invoices will be created when the Fabrication order is despatched.
- The descriptions will show the Fabrication Order and the Project Order codes.
- When a Fabrication Order is despatched its order line will be marked as Delivered.
Fabrications sent by a Franchisee to a supplier directly do not require Confimation
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When mirroring a journal for trade by loan entities the system retain the journal line links, even if the linked order is in a different ledger. When displaying list of journals linked to an order in a franchisee only list those journals in the franchisee's ledger. When displaying journals linked to a project order include journals that have a link from journal line to order line (fabrication order debtor/creditor invoices). If opening a purchase order from a journal link or a journal line link and the purchase order is in a different ledger then show it in the minimal 'Drop ship PO Details' form (no pricing visible) |
Fabrication Order Status changes
- Planning
- A franchisee may select to create a Fabrication request on the Franchisor - this will create a Fabrication Order in the Franchisor Set of books - in status "Planning". The Franchisor will review
- Fabrications in Planning Status will appear in the "Actions Required" Dashboard
- Define
- If the Franchisor determines there is not enough information for the fabrication to be made - select "Requires more information" so the status of the fabrication request will be "Define"
- Fabrications in define status will be listed in the Sales Reps "Actions Required" Dashboard - once complete the rep will move it back to "Planning" status by choosing "All information complete"
- Plan
- Fabrications that have enough information are moved to plan. Normally plan is used when the fabrication does not have to be ordered yet.
- This status indicates the fabrication is ready - but not yet ordered on the supplier
- Sent
- Status of Sent is set when the fabrication is sent to the fabricator. When emailing to the fabricator - choose the attachments to attach to the email.
- If fabrication is emailed to the fabricator then the fabrication will be updated to sent status
- If a Fabrication Order with a Deliver To option of Site is marked as Sent then the system will pick and despatch it.
- Confirmed
- Status of confirmed indicates the fabricator has confirmed they can do the work and will do it within the expected ETA dates
- Received
- Fabrication orders will show in the Shipments in-out Dashboard for the warehouse they are expected to arrive in - right click to mark received.
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It is to be delivered to the warehouse (of the set of books it has been created in), the store (the warehouse of the franchisee that the order is in) or site. Note
- Only a Franchisor can set the delivery to to be one of the Franchisee warehouses
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- (Store)
Can view Fabrication Attachments in detail
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Fabrication Order requires a delivery event to get to site
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Any lines on the event that have not been invoiced will be highlighted when picking |
Like any other line on the order - the fabrication needs to link to a delivery (or be marked as customer pickup) to get to site.
Marking a Fabrication Order In as Ready to ship on Warehouse In/Out dashboard
- if it is linked to an event and all of the lines in the event are Picked then the event will be status Picked.
Fabrication - shows on in/out dashboard of warehouse it is expected to arrive in
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System updates Project Order line status to Picked when Fabrication Order marked as Ready to ship.
Customer Pickups
Rightclick on any line to mark it as a customer pickup (after unlinking it from any linked delivery)
Customer pickups show in the inout dashboard. Items can be picked prior to the customer arriving.
If a Fabrication Order is "ready to ship" and all other items have been picked, then the status of the event will be Picked.
Update the status of the event to "Dispatched" to hide on the dashboard
Authorise the Order
The order cannot be invoiced - until it has been Authorised
The order cannot be Authorised until all lines are in plan status
Invoicing
- All project lines must be configured (ie status of Plan) before any lines can be invoiced
- The order must be status Authorised
- The column "I" on the Sales order indicates which lines have been invoiced already
- The invoice calculation uses the expected customer delivery dates for items
- All items are to be invoiced in advance of shipping to site
- All fabrications are to be invoiced in advance of starting the fabrication (or sending to supplier)
- All services are invoiced in advance of the associated delivery / service event
To create an invoice - indicate the date to invoice to and first view the expected invoice calculation.
Choose the date to invoice to then Preview the invoice amount
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Cannot create an invoice without previewing the calculation |
If a later date is chosen
Create invoice (must preview before can create)
View the created Invoice
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