Order Type Mapping for Orders and Requisition Worksheets
In TRASER DMS 365, you have the option to map sales order types and purchase order types individually for each vendor. This way, orders created via sales orders, service orders, or requisition worksheets automatically trigger the creation of corresponding purchase orders – provided that the corresponding mappings are stored for the vendor. Additionally, the automatic reservation of items for the set up order type mapping can be activated and the lead time for orders can be specified. This chapter provides all important information regarding order type mapping for orders and requisition worksheets. It is divided into the following sections:
Setting up Order Type Mapping for Orders
Please proceed as follows to set up an order type mapping for orders:
- Use the quick search (ALT+Q) to find the Order Type Mapping for Orders page.
- Click on New in the menu bar.
- Complete the columns according to the table below.
| Column | Description |
|---|---|
| Vendor No. | Select the vendor for whom the order type mapping shall be set up. |
| Vendor Name | This field is filled in with the vendor name of the selected vendor. |
| Order Type Sales & Service | Enter an order type. If you first create a sales or service order for this order type and then a purchase order from this sales/service order with the order type listed in the next field, the lead time will be used to calculate the receipt date. |
| Order Type Purchase | Enter an order type. If you create a purchase order from a sales/service order with the order type written in this field, the lead time will be used to calculate the receipt date. |
| Reserve automatically | Select this checkbox if an item with the status Optional or Yes should be reserved automatically when executing the Create Purchase Orders function. For more information on the reservation of items, read the Setting up Stockkeeping Data on Items section. |
| Lead Time Calculation | Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date For more information on this, read the Adding Lead Time for Purchase Orders to Vendors section. |
Tip
Instead of globally accessing the page and manually selecting the vendor, you can also open the Order Type Mapping for Orders page directly from the vendor card. This automatically applies a filter for the selected vendor. To do so, click on Related > Vendor > Order Type Mapping for Orders in the menu bar.
You have successfully set up an order type mapping for orders. The next section describes how to set up an order type mapping for requisition worksheets.
Setting up Order Type Mapping for Requisition Worksheets
Please proceed as follows to set up an order type mapping for requisition worksheets:
- Use the quick search (ALT+Q) to find the Order Type Mapping for Requisition Worksheets page.
- Click on New in the menu bar.
- Complete the columns according to the table below.
| Column | Description |
|---|---|
| Vendor No. | Select the vendor for whom the order type mapping shall be set up. |
| Vendor Name | This field is filled in with the vendor name of the selected vendor. |
| Period Until | Enter a date formula that is to be used when creating purchase orders via a requisition worksheet. The formula is added to the work date to distribute the lines of the requisition worksheet to the individual orders. |
| Order Type Purchase | Enter an order type. If you create a purchase order with this order type via a requisition worksheet, the lead time will be used to calculate the receipt date. |
| Reserve automatically | Select this checkbox if an item with the status Optional or Yes should be reserved automatically when executing the Carry Out Action Message function. For more information on the reservation of items, read the Setting up Stockkeeping Data on Items section. |
| Lead Time Calculation | Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date For more information on this, read the Adding Lead Time for Purchase Orders created via Req. Worksheets to Vendors section. |
Tip
Instead of globally accessing the page and manually selecting the vendor, you can also open the Order Type Mapping for Requisition Worksheets page directly from the vendor card. This automatically applies a filter for the selected vendor. To do so, click on Related > Vendor > Order Type Mapping for Req. Worksheets in the menu bar.
You have successfully set up an order type mapping for requisition worksheets.