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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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To create an invoice - indicate the date to invoice to and first view the expected invoice calculation.
Choose the date to invoice to
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then Preview the invoice amount
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Cannot create an invoice without previewing the calculation |
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If a later date is chosen
Create invoice (must preview before can create)
View the created Invoice
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