Sheet Metal - Sales Order

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Purpose

This document allows the user to create/modify a Sheet metal industry Sales Order.

Prerequisites

There must be product master records established in the database via the Stock - Account document. The debtor that is purchasing the goods must exist in the database via the Debtor - Account document.

The Process Specifications must be established via the Production - Process Specifications document.

The Sales Exec field is not mandatory, but needs to be established via the Parameters - Sales Execs document, if the feature is to be used on this document. 

The Colours field is not mandatory, but needs to be established via the Parameters - Colours document, if the feature is to be used on this document.

Also the Delivery Key is a search only field that corresponds to an Name Address record. This can be established on via the Name and Address - Name and Address document, or can be entered here if the order is sent to the location only a few times. 

The Per and Unit fields have predefined types. If the Per field in the Product Master Record is M2 (meters squared), then the material cuts will need to be established in the Parameters - Material Cuts document.

Context

This document has been specifically customized for the sheet metal industry, and is inappropriate to be used in other industries. Many of the features of the traditional LILAC Sales - Orders have been removed. However additional features have been added (eg being able to attach images to the document).

Sheet Metal documents only work in company where the Prices Excluded GST feature setting is set to Y.

About This Screen

Head of the Document
Field Enterable? Instructions
Charge, Phone, 
Fax, Mobile		 No Displays the Charge to details, including Name, Address, Suburb, State, Postcode, Telephone, Fax and Mobile Numbers. This information is retrieved from the Debtors Master Record once the Name Key field is nonblank.
Ship To, Phone, 
Fax, Mobile		 Yes Displays the Ship To details, including Name, Address, Suburb, State, Postcode, Telephone, Fax and Mobile Numbers. This information is retrieved from the Name And Address Master Record once the Delivery Key field is nonblank.

Additionally, a delivery address can be typed in here, by leaving the Delivery Key field blank. This will not create a Name And Address Master Record, and will be specific to this document and documents generated from this document.
Name Key Yes Type in the debtor’s key (or click the right mouse button) and select the key from the list.
Order No Yes Type in the order number. If you leave this field blank, the system will automatically generate a number for you.
Date Yes Defaults to today's date. This field represents the date the order was initially entered (or accepted) into the system.
Closed No If this field is ticked, no further processing can be performed on this Sales Order.
Delivery Key Yes Key for Delivery Name & Address (Coined Atom)
Price No Yes The Price No is automatically retrieved from the Debtors Master Record. You can change this if necessary.
Operator Yes The Operator is set from the Sign In Name. This field records whom initially entered the order. It can be changed if necessary.
Sales Exec Yes Type in the Sales Exec key.
Ship Date Yes Defaults to today's date. Type in the date which the goods on this order are expected to be ready for shipping.
Carrier Yes Type in the carrier.
Cust Order No Yes If the customer has provided an order number, type it in this field.
Process Yes Type in the process specification key (or click the right mouse button) and select the key from the list.

This field is used to generate work order for a particular process specification. A process specification must be established against a product group (via the Parameters - Product Groups document). 

If this field is nonblank, then only products in product groups that have the process specification selected are added to the work order.

If this field is left blank, the system will create the required number of work orders such that a work order is created for each process specification. If there are no products on a sales order which correlate to a process specification (i.e. there are no work order lines), then the work order is not created.
Sub Total No Displays the Total - GST - Freight. This field should also be the sum of all the lines on the order.
GST No Displays the GST amount. This should be 10% of the Sub Total.
Freight Yes Type in any freight charges excluding GST.
Total No Displays the total of the sales order. This equivalent to the Sub Total + GST + Freight.

Lines of the Document
Field Enterable? Instructions
Material Yes Type in the product’s key (or click the right mouse button) and select the key from the list.
Description Yes from product or keyed in
Dimensions Yes Enter in the dimensions of the folds of the material. They should be entered in millimetres, and should be separated by a space.

For example if there are 3 folds each of 100 millimetres, enter in 100 100 100.
Width No This field displays the sum of the dimensions specified in the Dimensions field. For example if the Dimensions field was set to 100 100 100, then the value in this field would be 300.
Items Yes Type in the number of items ordered.
Length Yes Type in the length of the item.
Metres No Displays the total lineal metres. This is equal to the Items * Length.
Price Yes Type in the price per unit. The default price is obtained via some complicated calculations. The Selling Prices in the Product Master Record are not used as such. Instead the Mark up fields are.

The Discount is calculated in the following order: -

  1. Discount established via the Debtor - Account document. If no discount established, continue to step 2.
  2. Discount established via the Debtor - Group Discount document. If no discount established, continue to step 3.
  3. Discount established via the Parameters - Discount Table document.

The Cut Width is rounded up based upon the specifications established in the Parameters - Material Cuts document corresponding to the Product Group specified in the Product Master Record.

If the Per field in the Product Master Record is M2 (meters squared), Quantity is calculated by 
Items * Cut Width / 1000.0) * (Product Group Rounding & Length < 1.0 -> 1.0, Length))

Bend Length is rounded up based upon the specifications established in the Parameters - Material Cuts document corresponding to the Product Group specified in the Product Master Record.

If the Per field in the Product Master Record is M2 (meters squared), then the Price is equal to Any Discount * Quantity * Standard Cost * (100.0 + Mark Up 1) / 100.0 +
Bend Length * Metres) * (Mark Up 1+100.0) / 100.0 / Metres

Otherwise the price is equal to Any Discount * Standard Cost * (Mark Up 1  + 100.0) / 100.0)).
Extension No Displays the GST exempt computed extension of order line.

If the Per field in the Product Master Record is M2 (meters squared), the Extension is calculated by multiplying the Price by the Metres. 

If the Per field in the Product Master Record is M (meters), the Extension is calculated by multiplying the Price by the Length. If however the Length is less than 1.0, and rounding is set for the Product Group, then the value of 1.0 is used instead of the Length specified. 

Otherwise the Extension is calculated by multiplying the Price by the Items.
Sub Yes This check box serves several purposes. If is used when creating Tax Invoices, Work Orders and Delivery Dockets.

The check box applies from line after the previous check mark, to the current line inclusive.

When creating a Tax Invoice, check this box to sub total the lines on the Tax Invoice. If using it this way, its best to check the last line on the order as well. 

When creating a Work Order or Delivery Docket, the check mark is used to sort the lines by length, with the biggest appearing first. This is designed so that products requiring the biggest cut of material appears first. Additionally on the Work Order the meters are sub totalled, and on the Delivery Docket the weight is sub totalled.
Colour Yes Type in the colour’s key (or click the right mouse button) and select the key from the list.
Product Yes Type in the product’s key (or click the right mouse button) and select the key from the list. This field is used to specify any drawings to be associated with the material, traditionally folds and cuts. The drawings can be established in the Product Master Record via the Stock - Account document, and uses traditional QCAD functionality.

Button Description
Fax This button is only available if the user authority level is lower than 4. Clicking the Fax button will fax a copy of the Sales Order to the fax number specified in to Charge To Fax field.
Invoice This button is only available if the user authority level is higher than 3. Clicking the Invoice button will create the Tax Invoice/Credit, and close the Sales Order. Once the Sales Order is closed, no further processing can be done to this document. 
Work Order Clicking the Work Order button will create the necessary Work Orders based upon the process specification that has been selected. 
Delivery Docket Clicking the Delivery Docket button will create a delivery docket. 

From Here

Once a Sheet metal Sales Order has been entered, you can create Sheet Metal - Work Orders, a Sheet Metal - Delivery Docket, and finally a Sheet Metal - Sales Invoice.