order upload process

7/26/2019 Order Upload Process

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ORDER UPLOAD PROCESS


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TABLE OF CONTENTS

1. EXECUTIVE SUMMARY....................................................................................................

2. OBJECTIVE AND SCOPE.................................................................................................

3. INTRODUCTION AND PRE REQUIREMENTS OF THE SYSTEM....................................

4. PROCESS..........................................................................................................................

Page 2 of 13 Infor XA GRN Upload Process


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EXECUTIVE SUMMARY

Hayleys Consumer Products Limited (HCPL) uses Hayleys Groups

centralized Infor XA !P Application to mana"e its internal and e#ternal

resources$ HCPL %as implemented P&' &rder 'ystems to mana"e t%e

sales at orld of Hayleys outlet$ %is user manual ill "uidance user toupload P&' data to I*+&! XA and process uploaded orders$

OBJECTIVE & SCOPE

%is ,ser -anual ill most useful for a ne user. in %ic% t%ey are "uidedt%rou"% eac% step of accomplis%in" order uploadin" and process tas/$

INTRODUCTION & PRE REQUIREMENTS

&rder ,ploadin" 'ystem lets you ,pload all 0orld &f Hayleys P&' orders to t%eI*+&! XA and process In1oices from I*+&! XA $

%e General acti1ities of an &rder ,ploadin" system ill 2e

o ,pload P&' &rder data to I*+&! XA &3ine +iles $

o Process &3ine &rders from I*+&! XA$

o Create '%ipments$

o Process In1oices$

Upload POS Order data to INFOR XA

&nce user select ,pload P&' &rders option. all I*+&! o3ine 4les ill update 2y

summarizin" t%e order information 2y Customer$ If t%ere are any errors in t%e

uploadin" data rror report ill create as a out put of t%is option as 2elo$

Pre Requirements of te S!stem

P&' system te#t data 4le s%ould sa1e in t%e folloin" pat% of t%e client PC $

C560&H7XA60&H7&!86 &!878$X

C560&H7XA60&H7&!86 &!87H8$X



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PROCESS

Upload POS Sales to OM

Screen S!"# Instruction

'elect Customer&rder -ana"ement'creen 2y enterin"9C&-9 and %it entre$

%en select option :

for &rder Processin"$

'elect &ption ; forIn1oice Processin" in&rder ntry -enu$



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Customer &rder

-ana"ement Infor XA< 0H& (C&-)

'upplementary tas/ill 2e displayed ont%e selection of option"#$%&

Customer &rder

-ana"ement &rder,pload tas/ ill 2e

displayed on t%eselection of option"$%&

rror list and a dit!eport ill "enerateas a output of t%eoption =:>$

History !ecords of t%e

,ploaded data can 2edisplayed in t%e&ption ?$



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Process Orders ro! O""l#$e

'elect C&- &rder

ntry -enu$

Get &ption ? to

Process &3ine &rdersfrom C&-$

@eep t%e lan/s in t%e

&rder &ri"in +ield andpress nter toContinue$



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If ,ser need to do any

maintenance to

uploaded orders ma/e-aintain &3ine

&rders 4eld as =B> as

2elo$

&rder *um2ers ill 2e"enerated from t%eI*+&! XA and ordersill summarized 2ycustomer

&ption ? ill do t%ec%an"es to &rderHeader pa"e $

o display order line

items and do t%ec%an"es to t%eLine items "et option::$



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reate P#c% st a$d Process I$'o#cee

o process t%e

uploaded data ma/e

process upload orders

4eld as =B>$

'eparate output

reports ill "enerate

for a reected orders

and appro1ed orders$

If t%e order contain a

sin"le error in t%e%eader record or linerecords. full order illnot 2e posted$

!eected &rder !eport

ill 2e "enerated dueto error records in t%epostin" order anderror description ill2e s%on in t%ereport it% error I8$

'elect option ::

(Pic/DPac/D'%ip&rders) in t%e &rder

ntry -enu to creates%ipments$



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&ption E to Create

'%ipments in t%e

Pic/DPac/D'%ip -enu$

nter &rder *um2er

and Correct0are%ouse to create a

s%ipment to t%e order$



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nter '%ip

Fuantity as in t%e

screen$

Allocate '%ippedFuantities fromlocation$



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'elect &ption ; in t%e

&rder ntry -enu to

process in1oices$

'elect &ption ? in t%e

Process In1oices -enu

to Create a In1oice$



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nter Correct 0ear

House and pressnter$

All '%ipmentcreated &rders ill2e s%on in t%escreen and 'elect&ption to printIn1oices$

,ser can 2e

selected moret%an one order and

press +? to createa In1oice$



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%en t%e In1oice

Print Con4rmation'creen ill displayand Press nter to

Con4rm$

In1oice 8ocument

ill 2e "eneratedas a output of t%is&ption$


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