It is critical to check the material level and avoid negative material quantities for companies using the order system mainly. In case that the order quantity is more than the material on hand in sales orders, automatic counter order generation avoids loss of time and negative inventories.
In order to generate counter order automatically, first the record to be ordered in the Sales Order Slips, and then "Generate Counter Order" option located in the right mouse button menu is selected. Counter order generation can be performed for entire sales order quantity or for the deficit quantity only. Therefore, "Existing inventory will be decreased from the quantities," message which is displayed in a dialog box when "Generate Counter Order" option is selected has three options:
When "No" is selected, the sales order quantity is directly transferred into the Purchase Order Slip generated for the counter order. The lines with Closed status in the sales order slip lines and the slip lines that are totally delivered are not transferred into the slip.
When "Yes" is selected, the material quantity in inventory, the previous order quantities and the reserve quantity are also processed when calculating the quantities in the Purchase order slip. In this case, the difference between the Purchase Order Quantity and the quantity on hand is calculated by the application and transferred into the Quantity field of the Purchase Order Slip.
Cancel option is used to cancel the counter order generation.
If the Order Slip consists of more than one line belonging to separate materials, the counter orders are separately generated by scanning the last status information of the processed material. If the same slip contains also service order lines, these lines are not processed in counter order generation.
Sales and Purchase Order Relations
When a counter order is generated for the sales order, the information recorded using the Detailed Info option of the sales order transaction is transferred into the purchase order transaction. The detailed information of the slip bottom is also transferred into the detailed info of the purchase order. This feature allows the counter orders given for sales orders to be easily tracked, and the information of the requested product to be directly accessed.
The purchase order transaction generated for this order can be accessed and tracked through the sales order transaction. The information of the sales order that caused the order can also be tracked through the purchase order.
In the LOGO application, as many purchase order connections as required to deliver the sales order can be recorded.
Counter order connections can be deleted when required. "Break Counter Order Relations" option located in the right mouse button menu when the material for which the counter order is generated is selected in the Sales Order Slip is used to perform this operation. The connections will be removed when "OK" button is clicked on the warning message indicating that the connections will be broken.
The important points for the generation of counter orders are:
- The counter orders can be generated for Sales Order Slips of which the Approval Info is Deliverable.
- The order lines of the Sales Order Slips are transferred into the order slip by processing the shipping info and status.
- The Discount, Surcharge and Service lines applied to the sales order slip lines and slip bottom are not transferred into the counter order slip.
- If there are Mixed Case contents in the Sales Order Slips, the lines constituting the mixed case are automatically transferred into the slip. The line quantities of the mixed case are also updated according to the order slip quantity.
- Counter order generation cannot be performed for order with Delivered or Closed status.
- If a Production Order is generated through the sales order, the purchase orders and demand connections that the sales order is linked to are processed.
- If counter order will be deleted, the application warns the user with "Lines with sales order slip relation. Relation will be broken."
- If counter order line will be deleted, the application warns the user with "Sales order slip relation will be broken," message.
- If the connected records are attempted to be deleted from the Sales Order Slip lines, the application warns the user with "This order has counter order relations. The relation will be broken," message.
- If the Sales Order Slip is attempted to be deleted, the application warns the user with "This order has a sales order relation. The relation will be broken," message.
- The Material information cannot be changed in Sales Order Slip lines with purchase order connections.
- When a counter order is generated, the connected quantity is calculated by processing the undelivered part of the sales order and the quantity of the purchase order. In the Sales Order Slip line, the quantity is checked in Quantity, Unit and Unit Conversion changes. The order may be more than the required quantity, but cannot be less.
- When the Approval Info of the counter order is attempted to be set as Undeliverable, the application warns the user with "This order has a sales order relation. The relation will be broken," message.
Counter Orders List
Counter Orders List displays counter order transactions for the order in the line of the Purchase Order Slips. This list displays the order transactions generated with Generate Counter Orders option with the following fields:
- Order Number
- Order Date
- AR/AP Code and AR/AP Title
- Division, Department, Plant, Warehouse
- Order Quantity
- Unit
- Related Quantity