Hệ thống phần mềm ERP: 5 trading

Bài giảng mơn: Hệ Hoạch Định Nguồn Lực Doanh Nghiệp - ERP Trường: Đại học Kinh tế Tp.Hồ Chí Minh SUPPLY CHAIN MANAGEMENT TRADING Email: thinhtlp@ueh.edu.vn OBJECTS • EXPLAIN THE TERMS OF THE SALES AND DISTRIBUTION PROCESS (TRADING PROCESS) • HOW TO WORK WITH DYNAMICS AX 2012 TERMS OF TRADING PROCESS CONTENTS Sales Quotations Sales Orders Distribution Item Reservation Customer Returns PROCESSES OF SCM • MASTER DATA: CUSTOMER, PRODUCT DATA PRIMARY STEPS OF SALES/TRADING PROCESS Back to Sales Quotations slide CONTENTS Sales Quotations … … … … SALES QUOTATIONS Request Quotation Customer/Prospect Sales team Review sales order processing SALES QUOTATIONS (CONT) MAIN STEPS SQ Setup Creating SQ Confirm SQ Convert SQ to SO Creating SQ Template SALES QUOTATIONS (CONT) • CLICK SALES AND MARKETING>COMMON>SALES QUOTATIONS>ALL QUOTATIONS> BUTTON NEW/SALES QUOTATION 10 CUSTOMER RETURNS (CONT) LAB 10 CREATE A RETURN ORDER (PICKING LAB IN EXERCISE BOOK) 81 LAB : CREATE A RETURN ORDER LAB SCENARIO YOU ARE A SALESPERSON AT CONTOSO ENTERTAINMENT SYSTEMS, AND THE CUSTOMER OWL WHOLESALES CALLS TO INFORM YOU THAT THREE PIECES OF ITEM NUMBER 1203 THEY PURCHASED FROM YOU ON SALES ORDER SO-100240 ARE DEFECTIVE ONE OF OWL WHOLESALES' SALES PERSONS WILL BE VISITING YOUR WAREHOUSE TODAY CREATE A RETURN ORDER AND GIVE THE CUSTOMER AN RMA NUMBER TO USE WHEN THEY DELIVER THE DEFECTIVE ITEMS Estimated time: 10 minutes LAB : CREATE A RETURN ORDER Field Content Customer account 1202 Contact Jacky Chen Return reason code group Defect Return reason code 21 Deadline Today • CREATE THE RETURN ORDER FOR THE CUSTOMER, BY USING THE DETAILS IN THE FOLLOWING TABLE: • USE THE FIND SALES ORDER FEATURE TO FIND THE SALES ORDER LINE THAT IS BEING RETURNED BY THE CUSTOMER • PRINT THE RETURN ORDER AND NOTE THE RMA NUMBER CUSTOMER RETURNS (CONT) - ITEM ARRIVAL AND REGISTRATION • YOU CAN USE THE ITEM ARRIVAL JOURNAL TO REGISTER THE RECEIPT OF ITEMS FROM CUSTOMERS YOU CAN CREATE AN ITEM ARRIVAL JOURNAL MANUALLY, OR BY USING THE ARRIVAL OVERVIEW FORM • WHEN THE STATUS OF THE RETURN ORDER IN THE ARRIVAL OVERVIEW FORM IS COMPLETED, IT MEANS THAT JOURNALS ARE CREATED AND ARE READY TO BE REGISTERED • YOU CAN SELECT TO: • SEND THE RETURNED ITEMS TO QUARANTINE • APPLY A DISPOSITION CODE • SPLIT AN ARRIVAL REGISTRATION 84 CUSTOMER RETURNS (CONT) • LAB 11 PROCESS A RETURN ORDER • LAB 12: GENERATE THE PACKING SLIP AND INVOICE FOR THE RETURN ORDER (OPTION) (PICKING LAB IN EXERCISE BOOK) 85 LAB: PROCESS A RETURN ORDER LAB SCENARIO YOU ARE THE WAREHOUSE WORKER AT CONTOSO ENTERTAINMENT SYSTEMS YOU HAVE RECEIVED THE RETURNED ITEMS FROM THE CUSTOMER OWL WHOLESALES, WITH THE RMA NUMBER THAT YOU CREATED IN THE LAB: CREATE A RETURN ORDER YOU DETERMINE THE ITEMS ARE DEFECTIVE AND START THE ARRIVAL OF THE RETURN ORDER YOU POST THE ARRIVAL JOURNAL WITH A DISPOSITION CODE TO REFLECT THE ITEMS WILL BE REPAIRED AND THE CUSTOMER WILL BE CREDITED Estimated time: 10 minutes LAB: PROCESS A RETURN ORDER • START THE ARRIVAL OF THE RETURN ORDER • APPLY A DISPOSITION CODE TO THE JOURNAL THAT REFLECTS YOU WILL CREDIT THE CUSTOMER, AND WHEN THE ITEMS ARE REPAIRED, THEY WILL RETURN TO INVENTORY • POST THE ARRIVAL JOURNAL LAB: GENERATE THE PACKING SLIP AND INVOICE FOR THE RETURN ORDER LAB SCENARIO YOU ARE A SALESPERSON AT CONTOSO ENTERTAINMENT SYSTEMS YOU ARE INFORMED BY THE WAREHOUSE WORKER THAT THE RETURN ORDER THAT YOU CREATED IN THE LAB 10.1: CREATE A RETURN ORDER IS DELIVERED BY THE CUSTOMER Estimated time: 10 minutes LAB: GENERATE THE PACKING SLIP AND INVOICE FOR THE RETURN ORDER • GENERATE THE PACKING SLIP AND INVOICE THE CUSTOMER, TO CREATE A CREDIT NOTE FOR THE RETURNED ITEMS CUSTOMER RETURNS: REPLACEMENT • If a customer returns an item that is defective or incorrect, you can create a Replacement order to use to send the new items to the customer • Replacement orders are usually created after a product is returned and inspected However, when an item must be replaced before it is returned, or when the original item will not be returned, you can create a Replacement order immediately after you create a Return order 90 REPLACEMENT (CONT) • DEMONSTRATION HOW TO PROCESS A REPLACEMENT ORDER 91 SUMMARY 92 93 SUMMARY 94 THE END THANK YOU FOR YOUR ATTENTION RESEARCH BY YOURSELF FOR ADVANCE 95 ... CREATE A NEW PRODUCT NUMBER 150 110 LCD TELEVISION – BATCH/SERIAL, BY USING THE INFORMATION IN THE STUDENT MANUAL • CREATE A PURCHASE ORDER FOR 15 PIECES OF ITEM NUMBER 150 110, TO SITE 2, WAREHOUSE... CALLS AND ORDERS 1,200 PIECES OF ITEM NUMBER 150 7 THE ORDER PROCESSOR AT CONTOSO ENTERTAINMENT SYSTEMS NOTICES THAT THERE ARE NOT ENOUGH OF ITEM NUMBER 150 7 IN STOCK AND DECIDES—GIVEN THE GEOGRAPHICAL... WHOLESALES (AFTER HOURS) ADDRESS • DAY 6: YOU RECEIVE NOTIFICATION FROM THE VENDOR THAT 50 0 OF THE 1,200 PIECES OF 150 7 ARE DELIVERED THEREFORE, YOU POST THE PURCHASE ORDER PACKING SLIP 37 SALES ORDER