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Sales Order Status#

Overview#

The Sales Order Status app gives you a simple and visual representation of various status messages related to your sales orders at the item level:

  • Availability status
  • Stock status
  • Picking status
  • Shipment status
  • Invoice status

All views can be filtered multiple times. The existing signal lights can also be replaced by icons of your choice.

In doing so, the app offers you the following advantages:

  • Maximum transparency through visual representation
  • Short reaction time in case of bottlenecks in warehouse and logistics
  • Prompt invoicing for booked delivery
  • High level of customer satisfaction thanks to the ability to quickly provide information on the availability of items
  • Short-term information provision for management

Introduction Sales Order Status#

Sales Order Status | KUMAVISION App from KUMAVISION on Vimeo.

Link to Microsoft App Source "KUMAVISION Sales Order Status"

Sales Order Status Setup#

After the app has been successfully installed, the necessary settings must be made. To do this, call up the "Sales Order Status Setup" via the user search.

The "Sales Order Status Setup" opens. The setup options are explained in more detail below:

Item Availability#

Field Description
Include Planning Suggestions in Avail. Calc. Specifies whether planning suggestions for calculating item availability are to be observed.
Include Blanket Orders in Avail. Calc. Specifies whether blanket orders are to be taken into account when calculating item availability.
Calculate Status when opening Sales Order Status Specifies whether you want to calculate the status auto. on open from the sales order statuses.

Note

The fields "Include blanket orders in availability calculation" and "Include planning proposals in availability calculation" only affect the availability calculation when calculating the availability traffic light. These fields have no effect on the calculation of the standard, e.g. on the "Article availability after event".

Signal lights#

When the app is installed, images for the red, yellow and green traffic lights and a "blank" (transparent) image of the setup are automatically stored. If you want to use your own images, click on an image, click on "Select", select the image file and click on "Open".

Note

To avoid performance problems of the order overview (long times for refreshing the page), it is recommended to use small image files for the traffic light icons.

Sales Order Status#

Sales Orders Overview#

The following fields for the traffic light status display were added to the sales order overview after the app was successfully installed:

Field Description
Availability Status Indicates whether the required items are fully available (green), partially available (yellow) or not available (red).
Warehouse Status Indicates whether item positions in goods issues are included completely (green), partially (yellow) or not at all (red).
Pick Status Indicates whether item items are included in picks or warehouse picks completely (green), partially (yellow) or not at all (red).
Shipment Status Indicates whether items were delivered completely (green), partially (yellow) or not at all (red).
Invoice Status Indicates whether items have been fully (green), partially (yellow) or not at all (red) invoiced.

Note

Please note that the traffic light display is not calculated automatically. Because of this, all traffic light fields are initially empty when you first open the Sales Order Summary.

Sales Order Status Calculation#

To calculate the sales order status, first select the orders for which you want to calculate the sales order status.

Then click on "Action" > "Function" > "Update Sales Order Statuses" via the ribbon.

The sales order is calculated by the system for the selected sales orders.

Filtering on sales order status#

If you want to filter on the sales order statuses, e.g. to display all sales orders for which all items are available but not yet delivered, this is possible via the "Sales order status".

To do this, call up [..] > "Related" > "Order" > "Sales Orders Statuses" via the "Sales Order Overview" ribbon.

The Sales Orders Status-card opens. In the "General" tab, the following filter options are available for the "Availability", "Warehouse Shipment", "Pick", "Shipment" and "Invoice" criteria:

  • No Status
  • Red: No Position Available
  • Yellow: Part of the Positions Available
  • Green: All Positions Available
  • Show all

In addition, the following actions are available in the menu ribbon:

Update Sales Order Statuses#

The sales Order Status is calculated by the system for the selected sales orders.

Update All Sales Order Statuses#

The sales order status is calculated by the system for all sales orders.

Show Document#

Here you can display the document for a selected sales order line.

Sales Order Lines Status#

Here you can view the sales order line status for a selected sales order line.

Invt. Pick Lines#

Here you can view the warehouse picking lines for a selected sales order line.

Warehouse Shipment Lines#

Here you can view the goods issue lines for a selected sales order line.

Sales Order Lines Status#

To obtain a detailed status overview for a sales order line, call up the sales order line status. This makes sense especially if a sales order line has the status "yellow".

You can access the sales order line status from the sales order overview via the ribbon > Order > Sales order line status or via the sales order status ribbon.

In addition, the following functions are available in the sales order line status card in the ribbon:

Calc. Sales Order Statuses#

Sales order line status recalculation function.

Pick Lines#

Here you can view the pick lines.

Whse. Shipment Lines#

Here you can view the goods issue lines.

Calculation logic of the status#

The following chapters will describe you the rules for calculating the traffic light representations of a single sales order line.

The total traffic light of the sales order is displayed as follows:

  • If the sales order has no lines, the traffic light display is empty.
  • If the traffic light representations in all rows are empty, the traffic light representation of the sales order is empty.
  • If the traffic light display is yellow in at least one row, the traffic light display of the sales order is yellow.
  • If there are rows with red traffic light representations and others with green, the traffic light representation of the sales order is yellow.
  • If the traffic light representation of all rows is empty or green, the traffic light representation of the sales order is green.
  • If the traffic light representation of all rows is empty or red, the traffic light representation of the sales order is red.

Availability status of the sales order line#

The availability traffic light of the sales order line is empty if

  • "Type" is not "Item."
  • "No." is empty,
  • "Quantity (base)" is negative or zero, or
  • it is a "drop shipment" business

Otherwise, the traffic light is green if "Outstanding quantity (base)" is zero.

Otherwise, the availability calculation decides like the "item availability by event":

  • If the "Projected Inventory" is negative or zero before the sales order line event, the traffic light display is red.
  • If the "Projected Inventory" is greater than zero before the sales order line event and greater than or equal to zero afterwards, the traffic light display is green.
  • Otherwise (before positive, after negative) the traffic light display is yellow.

If an assembly order refers to the sales order line, this event-by-event availability calculation is performed for each assembly order line with "Type" = "Item" and "Remaining quantity (base)" > 0. Here, the traffic light representation of the sales order line is the worst traffic light representation of the assembly order lines:

  • If there is no assembly order line with "Type" = "Item" and "Remaining quantity (base)" > 0, the traffic light display of the sales order line is green
  • If one or more of these assembly order lines have a red traffic light display, the traffic light display of the sales order line is red.
  • Otherwise, the traffic light for the sales order line is yellow if one or more assembly order lines have a yellow traffic light, otherwise it is green.

Another difference in the availability calculation of the assembly order line is that the consumed quantity is taken into account: If the "Projected inventory" before the event is negative or zero, the assembly order line is yellow, provided that the "Consumed quantity (base)" > 0.

Stock status of the sales order line#

The stock status stamp of the sales order line is empty if:

  • "Quantity (base)" is negative or zero, or
  • no goods issue is required.

Otherwise, the traffic light is green if " Outstanding quantity (base)" is zero. Otherwise, the traffic light is green if there is an associated goods issue line, red if not.

There is a function that determines whether a goods issue is required. In the "Order status" app, a goods issue is required if

  • "Type" = "Item",
  • "No." is not empty,
  • "Storage location code" is not empty, and
  • Goods issue required" is set in the storage location.

Pick status of the sales order line#

The picking status stamp of the sales order line is empty if

  • "quantity (base)" is negative or zero, or
  • No picking is required.

Otherwise, the traffic light is green if "Outstanding quantity (base)" is zero.

Furthermore, the traffic light is green if a goods issue is required and the sum of "Quantity Picked" and "Quantity Delivered" of the associated goods issue line is equal to the "Outstanding Quantity (Base)" of the sales order.

Otherwise, the traffic light display is green if there is a pick or registered pick line, red if not.

There is a function that determines if picking is required. In the "Order status" app, picking is required if

  • "Type" = "Item",
  • "No. " is not empty,
  • "Storage location code" is not empty, and
  • Picking required" is set in the storage location.

Delivery status of the sales order line#

The delivery status stamp of the sales order line is empty if "Quantity (base)" is zero.

Otherwise, the traffic light display is green if "Outstanding quantity. (Base)" is equal to zero.

The traffic light display is red when "Quantity. supplied" is zero.

Otherwise, the traffic light display is yellow.

Invoice status of the sales order line#

The invoice status stamp of the sales order line is empty if "Quantity (base)" is zero.

Otherwise, the traffic light display is green if "Quantity (base)" = "Quantity invoiced".

The traffic light display is red when "Quantity invoiced" is zero.

Otherwise, the traffic light display is yellow.

What happens after the free trial#

What happens after the free trial? from KUMAVISION on Vimeo.