CP-85:Inventory and Sales Orders, 2 Peas in a Pod

Bryce Behunin, Deltek

Topics• Sales Orders

• Bills of Material

• Inventory Tracking

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Speaker

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Bryce Behunin, CPIM, CLTD

Sr. Solutions Engineer, Deltek

Sales Orders

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Sales Order Basics

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Approval Titles

Approval Process

Pick and Issue

Shipping Labels/

Packing Lists

Ship Transactions

Approval Shipping

Customer Setup

Catalogs

Entry

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» Customer Setup

» Catalog/Project Pricing

» Other Defaults

» Catalogs

» Price Breaks

» Custom List

» Order Defaults

» Create/Update via

Preprocessors

Sale OrderEntry

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» Approval Titles

» Approval Levels

» User’s Approval Levels

» Approval Process

» Values may be set at

different Start values

Sales OrderApproval

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» Pick Lists

Sales OrderShipping

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» Issue to Sales Order

Sales OrderShipping

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» Ship Transactions

Sales OrderShipping

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» Shipping Labels

» Label Count

Sales OrderShipping

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» Packing Lists

Sales OrderShipping

Bill of Materials

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Bill of Materials Basics

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Maintenance Purpose

Yield and LT Offset

Clone/Copy MBOM

Component Types

Component Effectivity

Drive Requirements

Identify Tools

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» Yield and LT Offset

Bill of MaterialMaintenance

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» Clone vs. Copy MBOM

» Clone MBOM/Lines

» Copy Lines

Bill of MaterialMaintenance

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» Component Types

» Buy with Components

» Phantom

» MPS Planning-Only

» Reference

» Standard

» Tool

» Deleted

» Component Effectivity

Bill of MaterialMaintenance

Bill of Material Purpose

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» Drive Requirements

» MRP

» Sales Order Line Components (ATO)

» Identify Tools

Inventory

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Inventory Basics

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Tracking Transactions

View Part Inventory

Inventory Reports

Physical Counts

Issues

Adjustments

Transfers

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» View Part Inventory

InventoryTracking

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» Inventory Reports

InventoryTracking

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» Physical Counts

» Cycle Counts

» Standard Physical

» Physical Count Tools

» Update ABC (Cycle)

» Create Physical Counts

» Print Physical Count Sheets

» Manage Actual Counts

» Create Physical Count Adjustments

InventoryTracking

Inventory Transactions

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Cost

Quantity

Scrap

Inventory

Location

Mass

Adjustments Transfers

Manufacturing Orders

Project/Account/Org or PO

Sales Orders

Issues

Inventory Transactions

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» Issues

» Manufacturing Orders

» Project/Account/Org or PO

» Sales Orders

» Adjustments

» Cost

» Quantity

» Scrap

» Transfers

» Inventory

» Location

» Mass

» Misc Receipts

Costpoint Seller Bundle

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