The system defaults for order tracking are set up using ‘Order Tracking Parameters/System Parameters’. This is where the default order tracking type is defined. This can be overridden at the customer level.
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Field Name |
Description |
Validation |
Default |
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Company Name |
Company Name from Administration>Company Details |
N/A |
N/A |
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Order Tracking |
None, Order or Part |
Mandatory |
Blank |
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Header/Part Level |
These options change dependent on the Order Tracking type |
Mandatory |
Blank |
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Default Freight Forwarder |
Enter the code for the Freight Forwarder where Orders are created for this site |
Optional |
Blank |
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Default Customs Broker |
Enter the code for the Customs Broker where Orders are created for this site |
Optional |
Blank |
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Validate Parts Classified in Orders |
Select whether parts are required to be classified before they are used in Orders |
Optional |
Yes |
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Created By/On |
This is the user to first entered the Order Tracking details for the client and when |
N/A |
System Generated |
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Modified By/On |
This is the user who last updated the Order Tracking details for the client and when |
N/A |
System Generated |
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The following is a description of the different order level tracking type processes:
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Order Tracking |
Level |
Description |
Advantages/Disadvantages |
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Order |
Shipment |
User enters/loads order header. User enters/loads shipment header.
User creates the job.
Order status is updated based on order header milestones.
Shipment related milestones are updated from the shipment until the job is created. |
Advantage: Tracking of order prior to job creation. Disadvantage: More Data Entry |
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|
Order |
Job |
User enters/loads order header.
User creates the job.
Order status is updated based on order header milestones.
Shipment related milestones are updated from the job once it is created.
A link is created to the order from the job. |
Advantage: Less Data Entry Disadvantage: Tracking of order shipment status from job entry only. |
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|
Part |
Shipment Line |
User enters/loads order header. User enters/loads order lines.
User enters/loads shipment header. User enters/loads shipment lines.
User creates the job.
Order status is updated based on order header and line milestones.
Shipment related milestones are updated from the shipment until the job is created. Order line quantities are updated from the shipment lines.
A report is used to highlight discrepancies between the order line quantities and the supplier’s invoice. |
Advantage: Tracking of order prior to job creation. Ability to track parts at container level. Disadvantage: More Data Entry |
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|
Part |
Shipment |
Advantage: Tracking of order prior to job creation. Ability to track parts at container level. Disadvantage: More Data Entry |
Advantage: Less Data Entry Disadvantage: Tracking of order line shipment status from suppliers invoice entry only. |
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|
Part |
Job |
User enters/loads order header. User enters/loads order lines.
User DOES NOT enter shipment header. User DOES NOT enter shipment lines.
User creates the job. A link is created to the order from the job.
Order status is updated based on order header and line milestones.
Shipment related milestones are updated from the job. Order line quantities are updated from the suppliers invoice. |
Advantage: Less Data Entry Disadvantage: Tracking of order shipment status from job entry only. Tracking of order line shipment status from suppliers invoice entry only.
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Default |
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Please refer to Order Tracking System Parameters Screen |
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