SYSPRO
We will cover creating a Sales Order in both Back Order and Release.
Note: include marking an item as a non-stock itemBack Order – When creating a backorder item, the item is an out-of-stock product expected to be delivered by a certain date once back in stock.
Release – When creating a release item, the item is in stock and ready to be picked and shipped.
In summary, the main difference between a Sales Order Back Order and a Sales Order Release is that the former represents an order placed by a customer that cannot be fulfilled immediately due to stock unavailability. At the same time, the latter refers to releasing the back-ordered items for fulfillment and processing once they become available.
Sales Order – Sales Orders record the sale or transfer of goods and services to internal and external customers. This document initiates the sale of goods or services to a customer.
Purchase Order – A buyer generates a purchase Order to request goods or services from a supplier or vendor. A Purchase Order is used to initiate and manage the procurement process. It communicates the buyer’s requirements to the supplier to pick and deliver his request.
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If you don’t like reading, you can watch the video. |
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SO Release and Pick-Steven’s MacBook Pro.mp4 fasttrack_CREATE_A_PURCHASESALES_ORDER_IN_SYSPRO_product_quick guide_QG - v0.1.docx |
Try it!
Open SYSPRO
From the SYSPRO Programs list, browse to Sales Orders / Sales Order Processing / Sales Order Entry
A pop-up will might appear asking you whether you want to place a quantity on reserve (Release Sales Order) or place a quantity to ship (Back Order Sales Order). If your SYSPRO company is not setup for Reserve, then the pop-up will appear asking you whether you want to place a quantity on reserve (Release Sales Order) or place a quantity to ship (Backorder Sales Order)
. Select Place quantity on reserve. If the SYSPRO company is setup for Reserve, then you will not see this pop-up.
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This pop-up does not always appear, as it is dependent on user settings within SYSPRO. If this pop-up does not appear and you want to create an on reserve order ensure to update the Reserved quantity with the same Qty as the Order Quantity when creating new line. |
These options are dependent on a WMS setting. If the setting isn’t set correctly in WMS and you select Place quantity on reserve, you cannot reserve that quantity.
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Note: Ensure the setting under WMS is correct to reserve your quantity. Open DATASCOPE WMS and select Settings / System Settings on the Ribbon Bar. Locate the DISPATCH setting from the System Name drop-down menu. Search for the setting RESERVE_OFF_SYSPRO6.1_SO_RESERVE_FIELD. If this setting is set to Y(es), then you can reserve stock, if this setting is set to N(o), then you will place it in Back Order. |
Next you can release this Sales Order to a Pick Slip in order for the pickers to start picking the required stock codes - Sales Order Release (Single)
Place quantity on reserve
The Sales Order Entry screen will open.
Start by selecting your Customer from the Customer drop-down menu.
Next, you can add the Customer’s Purchase Order, as visible on the Customer’s Purchase Order.
Next, you must add a stock code to the new Sales Order you are busy creating.
Select Add Lines and select or add the stock code you want to add.
Update the Order Quantity for the Sales Order
Notice that the Reserve quantity will also populate with the order quantity as you have selected Place Quantity on reserve when opening the Sales Order Entry screen.
If you didn’t get the initial pop-up, then you must update the Reserve quantity field as well.
To add a non-stock item to a Purchase order:
Select the Non-stocked tab (next to the Stocked tab).
All required fields will load.
Add any detail for the Non-stocked code and Description.
Enter the Qty.
Select the Product Class
Enter the price
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Notice that stock codes on the Purchase Order that that are listed as non stock codes have a Warehouse of ** |
Select Save
A pop-up will appear, asking you to add the Line. Select OK.
Select End Order
You might have to select End Order a second time.
SYSPRO will then provide you with a Sales Order Number.
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Note: Remember this number, as you will need this when moving over to WMS. |
The next step is to release that Sales Order to a Pick Slip
Once the Pick Slip has been printed, you can pick the pick slip using the HTML5 scanner based application – Sales Pick to Pick Slip