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- This cycle starts with the Order Management Module where an order is created with 5 lines. This order is then booked and passed to Pick Release.
- Pick Release finds and releases the order and creates a move order request. The process of transacting move orders creates a reservation against the source subinventory.
- Ship confirm is the process of confirming that items have shipped. Shipping Execution confirms that the delivery lines associated with the delivery have shipped.
- ITS creates a trip and related stops for all eligible deliveries that has not been assigned to a trip.
- A manual Invoice is created based on the Customer and the items, which are ordered previously.
- In order to complete the business cycle, these manually created invoices are then moved to the General Ledger Module by way of a Concurrent Program, and finally after a review of these Journal Entries in the General Ledger they are Auto-Posted in the respective accounts, thus ending the complete cycle.
OM_Insert_Order (OMIO)
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" |
N |
| 3. Select Responsibility: "Order Management Super User, Vision Operations USA" |
N |
3. Navigate to "Orders" -> "Returns" -> "Quick Sales"
Orders” |
N |
Action phase (iterations):
1. Enter Customer Name/#: [Customer like AT&T] |
N |
| 2. Tab to validate |
N |
| 3. Enter the following: |
N |
| Item Name "Item Name" |
N |
Quantity "1"
This is to be looped for 5 unique lines |
N |
4. Click on [Book Order]
Popup with note:
Order has been booked |
Y |
| 5. Click on [OK] |
N |
OM_Order_Pick_Release (OMPR)
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" |
N |
| 3. Select Responsibility: "Order Management Super User, Vision Operations (USA)" |
N |
| 4. Navigate to Shipping/Release Sales Orders/ Release Sales Orders |
N |
Action phase (iterations)
1. Enter Order Number |
N |
| 2. Click on [Execute Now] |
Y |
| 3. Popup with note: Pick Release Only has completed successfully |
N |
| 4. Click on [OK] |
N |
OM_Ship_Confirm (OMSC)
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" |
N |
| 3. Select Responsibility: "Order Management Super User, Vision Operations (USA)" |
N |
| 4. Navigate to Shipping/Transactions |
N |
Action phase (iterations)
1. Enter the following: |
N |
| From Order Number |
N |
| To Order Number |
N |
| 2. Click on [FIND] |
N |
| 3. In the shipping transactions form with lines, click on [Delivery] Tab |
N |
| 4. Set Actions to "Ship Confirm", click [Go] |
Y |
| 5. Confirm Delivery page appears, click [OK] |
N |
| 6. Popup with note: Ship Confirm Completed |
N |
| 7. Click on [OK] |
N |
AR_Invoice_Manual_Insert (ARIMI)
| Main Steps Performed |
Timed Events (Y/N) |
Initialization phase
1. Click on "Apps Local Login Page" |
N |
| 2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" |
N |
| 3. Select Responsibility: "Receivables, Vision Operations (USA)" |
N |
| 4. Navigate to Transactions/Transactions |
N |
Action phase (iterations)
1. Enter Source: "Manual" |
N |
| 2. Reference No: [Order No] |
N |
| 3. Bill To: Customer Number |
N |
| 4. Click on [Line Items] |
N |
| 5. In the Line Items form, Enter the following: |
N |
| Item Name: [Item Name] |
N |
| Quantity: [3] |
N |
| Tax Code: [Exempt] |
N |
| 6. Enter 5 Items in this form |
N |
| 7. Save the Form |
Y |
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