About Receiving

See Flags That Affect Receiving Functions for details on how company settings affect receiving processing.

In addition, the default location, grade standard, and shipment method for purchased goods is set in the General Company Setup (STCOMP), General tab. For goods received with defects, the default code standard is also set there.

Receiving has these main objectives:

• It adds material to inventory
• It records the Genera Ledger transaction for the value of the inventory received
• Until inventory is received and checked, the invoice for the PO that ordered the materials should not be paid

The receiving menu contains 6 functions:

1. Enter Receipt
2. Enter Consumable Receipts
3. Enter In-Transit Inventory
4. Enter Mill Heat Info
5. Receipt From Consignment
6. Confirmation Receipt

Each of these functions is described in the associated Links

Receipt Types

Receipts of the following types can be generated:

• Purchase Order (receiving material purchased through a PO)
• Customer-Owned Material (receive material owned by the company and received for internal processing or storage)
• Customer Return (receive material sold to a customer as part of a sales order and currently has a claim against it)

• Miscellaneous (receive material for internal purposes such as physical inventory count or opening balance
• Transfer – receive from another company location

Receipt Structure

All receipts have the same structure regardless of order types.  Certain pieces of information may, however, differ or be optional depending on the receipt type. There are also some differences in the way SEMS handles each type of receipt.

Each receipt has a header and one or more line items. The header contains information that applies to all line items. Each line item includes information regarding a single steel product or single consumable item being received.

About Sales Order Entry

Overview

SEMS Sales order entry provides a powerful and flexible capability to record, manage and effect customer requirements. There are many set up options, defaults and preferences that impact the behaviour and enforced business rules within the Order Entry process.

This guide is intended to provide a broad overview of the components within the Sales menu, without too much detail for each functional element. Each of these is described in greater detail in linked documents.

The Sales Menu

Master Orders Entry Releases Contract Management	Pricing Rate Tables …Definition …Price Rates Rebate Codes Pricing Schedule listing Pricing Schedules	Queries Offer / Order Query Sales by Customer by Year
Orders Entry Query …Orders …Inquiries …Line Item Query Closing Status Task List	Sales Agents	Storage Program
Offerings	Shipment Shipment Invoice Invoice Registry	Sales History
Invoices Shipment …Shipment Invoice …Invoice Registry Service Invoice Storage Invoice …Storage Code …Customer Invoice List …Service Invoice	Documents Order Shipment Invoice Service Invoice

Master Orders

Master Orders are used to record and plan on-going customer requirements. They can describe demand for several months or years ahead, with expected delivery weights for each month. A master order describes the needs of one customer, with potentially multiple ship to addresses.

• Records and sets a standard price
• Describes what will be required and when it should be shipped
• Standardizes a production process
• Is basically the same data as a sales order with the additional concept of planned release in the future. Each release creates a sales order for that release.
• Automates the distribution of weight to be delivered over a period of time
• Tracks releases versus commitments
• Lists Sales orders related to each master sales order
• Releases are used to decrement the Master order quantity by creating Sales Orders

Releases

• Lists Sales orders related to each master sales order
• Releases are used to decrement the Master order quantity by creating Sales Orders

Contract Management

Provides on-going management information related to the master order, including Tag reservations, Receipts, Sales Orders, Service Centers, Purchase orders

Orders

Sales Orders are used to record purchases by customers. The Order is comprised of a header which records standard information and some of the default values used in all order lines, and details which record the requirements for individual products.

The Header

• Records the status of the order
• The Customer and ship to address
• The ship from location
• The standard terms
• The shipping and delivery date and terms
• Various reps and agents
• The rules for documentation
• The billing address, currency and terms

The Detail

• Specifications for the product required
• Shipping detail variations
• Weight or pieces required, Standard and Grade, bundle size
• Dimensions and Tolerances
• Properties, Standards, Chemistry and Tests required
• Special instructions
• Pricing and costing
• From the detail form there is easy navigation to associated work instructions and work orders, inventory applied and associated production orders
• Substitute local product names to customer product names
• Relationship to the customers PO

Query

Orders

• List all of the Orders and the associated Detail items
• By using SEMS QBE all sales orders for specific criteria can be listed and “drill down” used to review details.

Inquiries

• Show Inquiry details and expiry date – an inquiry is a quote in a pre-order state
• Drill down to the Inquiry

Line Item query

• Provide QBE ability to find specific orders line item detail without going through the header,
• Can launch the detail screen directly
• Searches for order details based on sold to or shipped to
• Provides the ability to close orders at the detail level based on shipments being completed.
• Works in two stages: 1 – select the items to close, click View selected items, 2 – close items
• [Note review is needed of the menu (only one option) and two stage process (View selected items) seems redundant]
• Provides a one page snap shot view of order status
• Includes all details for the order including releases, production status and shipment

Closing

• Searches for order details based on sold to or shipped to
• Provides the ability to close orders at the detail level based on shipments being completed.
• Works in two stages: 1 – select the items to close, click View selected items, 2 – close items
• [Note review is needed of the menu (only one option) and two stage process (View selected items) seems redundant]

Status

• Provides a one page snap shot view of order status
• Includes all details for the order including releases, production status and shipment

Tasks List

• Provides an overview of the progress made on selected sales orders
• Shows status at the order header level and at the associated line item level
• Is used for review and drill down to items that need attention

Offerings

• An offering specifies items that are available for sale that are offered at a special price to a specific customer.
• The offering is created, approved, released then printed to send to the customer via Fax, Email or by Mail
• When a customer accepts an offer, the offering can be converted to a sales order or added to an existing sales order
• Offers can be related in a parent/child relationship to link a series of offers for the same inventory to different clients or to link a series of offers to the same client.

Pricing

Pricing is used to maintain a complex pricing capability, based on the product, dimensions and processing required. See [About Pricing]

Rate Tables

• Contain various values, ranges and associated multipliers that are compared to sales order values in order to work out the multipliers from base price for the product in the order being priced.
• An unlimited set of customizable pricing rules can be applied
• Any sales order value can be used as a parameter to pricing

Definition

• Lists the price tables and their parameters
• Provides a drill down to pricing detail amendment

Price rates

• Direct entry and update of price table details
• Generally a carefully controlled access item to avoid inadvertent pricing errors
• Lists the rebate codes that can be used in sales orders and the associated GL segment codes to be associated with the rebate
• Can amend an existing rebate code or add a new code
• Lists the price schedules that are available
• Provides drill down to price schedule maintenance
• Is the sequence of calculations used to determine a price for a specific ordered requirement
• The sales order detail item specifies which price schedule to use in Price table in the pricing area.
• Can be edited or listed
• Are like a spreadsheet calculation, they are of unlimited size and complexity
• Each step in the schedule returns a value that becomes input to the next step unless it is a final result to be displayed
• Uses the rate tables to return values based on the current sales order line
• Can be used to display intermediate totals on the invoice

Rebate codes

• Lists the rebate codes that can be used in sales orders and the associated GL segment codes to be associated with the rebate
• Can amend an existing rebate code or add a new code

Price Schedules Listing

• Lists the price schedules that are available
• Provides drill down to price schedule maintenance

Price Schedules

• Is the sequence of calculations used to determine a price for a specific ordered requirement
• The sales order detail item specifies which price schedule to use in Price table in the pricing area.
• Can be edited or listed
• Are like a spreadsheet calculation, they are of unlimited size and complexity
• Each step in the schedule returns a value that becomes input to the next step unless it is a final result to be displayed
• Uses the rate tables to return values based on the current sales order line
• Can be used to display intermediate totals on the invoice

Invoices

Shipment

Shipment Invoice

• Used to create an invoice based on a shipment from a sales order
• A load is identified, which is flagged as ready to ship. The invoice is based on the shipped quantity or weight, referencing the shipment see [Load Planning and Load Shipping]
• Tag numbers are specified
• UOM may be adjusted to suit the customers requirements
• Freight charges, Additional charges, Rebates and Duty can be updated or calculated

Invoice Registry

• Lists all invoices to be printed/emailed/faxed
• Can selectively approve invoices and print or send them

Service Invoice

• Used to create an invoice for service items such as storage or toll processing
• Tags are not required, however if SEMS Tags are specified, they can be associated with full inventory genealogy, grade, standard and dimensions etc. The customer tag can also be specified.
• It can be important to record tags due to a potential for claims if the inventory is alleged to be damaged during toll processing. Any inventory that is officially received into SEMS can have full testing and quality recorded.
• Invoice amounts based on per qty, or per time, multiplying a unit price
• Additional charges can be added
• Taxes can be charged (The customer has to be set up in AccPac with tax codes)
• The shipping costs are charged on another invoice if required – mostly customers pick up toll processed or stored items so they are not shipped.

Storage Invoice

Uses the service invoice with the following additional data

• Storage Code
  • Used to set up storage rates for inventory for specific customers
  • The storage code implies a grouping of rates based on Class code that applies to specific customers
  • Includes minimums, storage in and storage out rates and UOM.
• Customer Invoice List {ask Ghazi – seems not working email sent}
• Service Invoice [see metalink]
• Records Outside sales agents commission rates
• The sales agent must already be set up in the BPM area
• The commission rate can be varied from a specific start date
• Commission payments are calculated in AccPac from commission amounts reported on invoices

Sales Agents

• Records Outside sales agents commission rates
• The sales agent must already be set up in the BPM area
• The commission rate can be varied from a specific start date
• Commission payments are calculated in AccPac from commission amounts reported on invoices

Documents

Sales Order

• Generate Sales order documents for a series of sales orders based on specified criteria
• Customer, Order # range and date ranges can be specified

Shipment Invoice

• Generate Invoice documents for a series of shipment invoices based on a sales order, Bill to customer, sold to customer
• Apply a date range or an invoice number range

Service Invoice

• Generate Invoice documents for a series of service invoices based on a sales order, Bill to customer, sold to customer
• Apply a date range or an invoice number range

Queries

Offer/Order Query

• Associates all of the orders related to an offering
• Can be found via Order Number , Order ID or Offering number

Sales by Customer per year

• A quick reference to annual sales by customer and which was the best year for sales for the customer
• Used to manage all consignment inventory
• Review by Customer or by location
• Can create an invoice for storage
• Query specific tags
• Can manage storage dates and extend expiry dates
• Create a variety of reports including those items for which the free period is ending
• Release inventory
• A free form version of the sales history available in Sales Order Entry
• Review and navigate to ales orders for a specified customer
• Filter by closed, Confirmed, unconfirmed and on hold orders.

Storage Program

• Used to manage all consignment inventory
• Review by Customer or by location
• Can create an invoice for storage
• Query specific tags
• Can manage storage dates and extend expiry dates
• Create a variety of reports including those items for which the free period is ending
• Release inventory

Sales History

• A free form version of the sales history available in Sales Order Entry
• Review and navigate to ales orders for a specified customer
• Filter by closed, Confirmed, unconfirmed and on hold orders.