Download - 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..........................................................................................................................
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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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