Managing Delivery Addresses and Delivery Info—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them in the main exercise.

Enter Customer

Windows:
Customer
Customer/Address

  1. Enter C.S.C. Oslo as customer with XX-1001 as Customer No.
  2. Click the Address tab and then the General Address Info tab. Make sure that address information appears in the Address 1, Postal Code, and City fields.
  3. On the Customer/Address tab, add a new delivery address for the Narvik location. Make sure that the first address remains as the default.

Note: Do not forget to add delivery details in the Order Address Info tab, especially the name of the store.

General exercise for Enter Customer

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No.
  2. Enter Street Car as Sales Part and with XX-18-300 as Sales Part No.
  3. Create relevant Inventory Locations.
  4. Create corresponding Inventory Parts.
  5. Receive a sufficient number of parts of each into stock.

General exercise for Sales Part
General exercise for Inventory Locations
General exercise for Minimal Inventory Part
General exercise for Direct Receipt

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order
Reserve Customer Orders

  1. Enter a customer order with C.S.C. New York (XX-1000) as customer and wanted delivery date in a month's time. Select NO as order type. Use your User ID as the coordinator. Note the order number: __________.
  2. Enter an order line with 3 pcs of the sales part Race Car (XX-18-100).
  3. Enter an order line with 2 pcs of the sales part Street Car (XX-18-300).
  4. Select the order line with racing cars, right-click, and then click Order Line Address.
  5. Clear the Order Default check box.
  6. In the Delivery Address field, enter the valid delivery address by selecting the address number or using the List of Values.
  7. Note the wanted delivery date.
  8. Right-click and then click Release to release the order.
  9. Right-click in the header of the Customer Order window, and then click Print Order Confirmation to create an order confirmation.
  10. Open the Reserve Customer Orders window, and reserve the parts.

General exercise for Entering Customer Order

Main Exercise

Delivery Address per Customer Order Line

Purpose: The purpose of this exercise is to show you how to use more than one delivery address on a customer order, print consolidated picking list and delivery notes for each delivery address, and change the delivery information after picking.

Note: If you are using shipment to deliver your parts the delivery information can not be changed. A shipment is unique per customer, site, delivery address and ship via code and in this case two separate shipments should be created.

Windows:
Create Consolidated Pick List for Customer Orders
Archived Reports
Report Picking of Customer Orders
Customer Order
Deliver Customer Orders
Create Delivery Note for Customer Orders
Print Delivery Note for Customer Orders

C.S.C. Oslo wants to buy a quantity of 3 racing cars and 2 street cars. The racing cars should be delivered to the store in Narvik, and the street cars should be delivered to the regular address.

  1. Open the Create Pick List for Customer Orders window, and create two picking lists.
  2. Open the Archived Reports window, and review the picking lists.
  3. Open the Report Picking of Customer Orders window, and report the picking lists as picked.
  4. C.S.C. Oslo calls and wants the racing cars to be sent by air instead. Open the Customer Order window, and search for the order number. Select the order line for the racing cars and right click, then click Order Line Details/Order Line Address. Click the Delivery Information tab, and change the ship-via code.
  5. Deliver the parts. Create and print the delivery notes in the windows with the same names, and analyze them in the Archived Reports window.