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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.  

1. The intercompany invoices will be created when the Fabrication order is despatched.
2. The descriptions will show the Fabrication Order and the Project Order codes.
3. 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

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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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

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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.

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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

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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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If a later date is chosen

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Create invoice (must preview before can create)

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View the created Invoice

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