Sales Orders - Centralized Sales & Non-Centralized Engineering Structure

Overview

Deines object relationships when using a Company set up with a Centralized Sales Division, but not with a Centralized Engineering Division.

Application

Important notes regarding Centralized Sales and Non-Centralized Engineering:

• Non-Centralized Engineering companies may create Engineering Item Master records for multiple divisions.
  • Each 'Engineering Item' may only have one related 'Inventory Item', both of these records within the same division.
• Centralized Sales companies may only have one Sales Division, defined as Centralized Sales Division, and therefore only one Sales Order Control record.
• Centralized Sales companies may only create Product Master and Sales Orders for the Centralized Sales Division but can define the Inventory for a Product/SO Line to be Shipped (Issued) from a different Inventory Division.
  • Product Masters may have a 'Default Inventory Division' (Product Master > Inventory tab) that is different from the Product Master's Division.
    • The 'Default Inventory Division' is used to filter qualifying Inventory Items records both under Product Master > Inventory tab, and when using Product Master > Inventory Items Tab ('Selectable Associated Inventory Item' box active).
      • When using Selectable Associated Inventory Item box (Product Master > Inventory tab), multiple items for the 'Default Inventory Division' can be added to Product Master > Inventory Items tab, from which user has the option to choose when adding a new SO Line.
    • Inventory-Based Product Components added for 'Configured' or 'Kit' Products must have an Inventory Item for the 'Default Inventory Division' (Product Master > Inventory tab).
  • Multiple Inventory DIvisions box (Product Master > Inventory tab) can be checked, but it does not apply for Non-Centralized engineering Companies. 

Click image to enlarge


Notes about above chart:

• Products and Sales Orders can only be created for the Sales Division.
• Engineering Items may be created within multiple Divisions.
• Multiple Divisions could have Inventory Items (Inventory Item X, Inventory Item Y, Inventory Item Z, etc..), each of these would need to reference its own Engineering Item, both for the same Division. This happens automatically when the Engineering Item Master is created.
• Products can be created with a 'Default Inventory Division' different than the Sales division. No option to add additional 'Inventory Divisions'.
• Inventory Items for the 'Default Inventory Division', defined on Product Master > Inventory tab, may be added when 'Selectable Associated Inventory Item' is checked.

For Revision-based inventory tracking for this structure see Sales Orders - Centralized Sales & Non-Centralized Engineering + Revision Based Inventory Structure.

SEE ALSO