Applicable Process Steps
Make-to-Order (MTO) Sales Processing (Material without Sales Order Bill of Material (BOM))
Process Step | Description |
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Receive Customer Request for Quotation | A customer sends us a specification document and asks us to create a quotation based on the specification. The customer specification document is assigned in a later step to the quotation. |
Create and Send Sales Quotation to Customer | As a manufacturer, you have received a customer request for a make-to-order sales quotation in form of a customer specification document. The specification document from the customer consists of detailed requirements that the product should fulfill to meet the customer’s expectations. This process step shows you how to create a sales quotation, and send it to the customer. |
Change Sales Quotation | After you have set the quotation to customer, the customer sends a specification document and requests a commercial change (discount). Therefore, you change the quotation and send to the customer. A file of the specification document is attached to sales quotation as well. This process step shows you how to change sales quotation. |
Create Sales Order with Ref. to Quotation | After the customer accepted the follow-on quotation, a customer order is created based on the negotiated quotation including a billing plan for a down payment. Finally, the order confirmation is printed and can be sent to the customer. This process step shows you how to create a sales order with reference to a quotation. |
MTO Sales Processing (Material with Sales Order BOM)
Process Step | Description |
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Create Sales Order |
Down Payment Processing
Process Step | Description |
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Create Down Payment Request | This process step shows you how to create an invoice according to your billing plan. Finally, you print out the down payment request and send it to your customer. |
Post Down Payment | This process step shows you how to post the down payment received from your customer. |
Production Planning
Process Step | Description |
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Material Requirements Planning for Sales Order | This process step shows you how to start the MRP run for the sales order you created before. |
Process Technical Change BOM in Sales Order
Process Step | Description |
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Change Order BOM for Sales Order | If a customer asks for a technical change for a finished good, you must create an order BOM for the sales order and maintain the BOM according to the customer requirements. This process step shows you how to create an order BOM for a sales order. |
Recalculation of Costs in Sales Order | After an order BOM is changed, you recalculate the sales order and add the additional cost for the extra component. An order confirmation is then printed and can be sent to the customer. |
Rerun MRP for Sales Order | You have added a material for the finished good, and therefore must evaluate the effects on your inventory by rerunning MRP for the sales order. |
Production Processing
Process Step | Description |
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Create Production Order | This process step shows you how to create a production order without external processing operation. |
Release Production Orders | The production order created by the MRP controller is assigned a release date in accordance with the scheduling margin key. |
Pick Components (Picking List) | The released production order is now ready for picking. Only those materials that are not in the service stock at the assembly aisle are to be picked. For picking, the operator selects the specific picking list that can be called up directly with the production order number. The operator has a series of further selection options to allow for optimal worklist selection. This process step shows you how to pick components(picking list). |
Confirm Assembly Activities | The confirmation documents the processing status of orders, operations, sub operations, and individual capacities. It is an instrument for controlling orders. This scope item uses time event confirmation. This process step shows you how to confirm assembly activities. |
Post Goods Receipt for Production Order | This process step shows you how to post the goods receipt for the production order. |
Delivery Processing
Process Step | Description |
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Create Delivery with Reference to Order | This process step shows you how to create delivery to customer. |
Execute Picking | In this step, we take goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping. |
Post Goods Issue | This process step shows you how to post goods issue for the delivery. |
Billing Process
Process Step | Description |
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Change Sales Orders (Remove Billing Block) | After the finished goods are shipped, it is ready to invoice the customer. The billing blocks in the sales order are removed before billing takes place. This process step shows you how to change sales orders (remove billing blocks). |
Billing | During billing, the revenues for order items from make-to-order production are passed on to financial accounting. Once the item has been fully invoiced, the status is set to fully invoiced. In this scope item, partial amounts are billed via down payment and closing invoice. This step shows you how to bill the customer. |
Review Manufacturing Object Pages | This process step shows you how to review the different objects pages available for different roles in the area of manufacturing. |