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Sales Order Status#

General#

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 articles * 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"

Order status setup#

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

The order status setup opens. The setup options are explained in more detail below:

Inforegister article availability#

Field Description
Consider planning proposals in the availability calculation Specifies whether planning suggestions for calculating item availability are to be observed.
Consider blanket purchase orders in the availability calculation Specifies whether blanket orders are to be taken into account when calculating item availability.
Lime. Status OnOpen Sales Status Form 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".

Inforegister traffic light symbols#

When the app is installed, images for the red, yellow and green traffic lights and a "blank" (transparent) image of the facility 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.

Inforegister Support Information#

Field Description
App ID Specifies the ID of the current app.
Registration status Indicates whether the app is registered.
Last registration check Specifies the date of the last check.
App name Specifies the name of the app.
App version Indicates the current version of this app.
UID Specifies the UID.
HTTP request allowed Specifies the permissibility of the http request from the extension setting.
AAD Client ID Specifies the Azure Active Directory ID.
Environment name Specifies the name of the current environment.

Sales order status#

Sales order 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).
Stock status Indicates whether item positions in goods issues are included completely (green), partially (yellow) or not at all (red).
Picking status Indicates whether item items are included in picks or warehouse picks completely (green), partially (yellow) or not at all (red).
Delivery 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 Order > Update Sales Order Status from the ribbon. The sell order status is calculated by the system for the selected sell 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 "Order" > "Sales order status" via the sales order overview ribbon.

The sales order status card opens. In the "General" info tab, the following filter options are available for the "Availability", "Goods issue", "Picking", "Delivery" 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 status
    The sell order status is calculated by the system for the selected sell orders.
  • Update all sales order statuses
    The sell order status is calculated by the system for all sell orders.
  • Show receipt
    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
  • Warehouse picking lines
    Here you can view the warehouse picking lines for a selected sales order line
  • Outgoing goods 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:

  • Calculate sales order line status
    Sales order line status recalculation function
  • Picking lines
    Here you can view the pick lines
  • Goods issue 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 sell order is displayed as follows:

  • If the sell 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 sell 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 sell 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 * "Kind" is not "article." * "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 sell order line event, the traffic light display is red. * If the "Projected Inventory" is greater than zero before the sell 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" = "Article" 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" = "Article" 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 * "kind" = "article", * "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

  • "kind" = "article",
  • "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.