8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 1/37

193814909.doc

HOW TO 

Use External OrdersRevision: 18/SEP/2008

Table of Contents1.Revision History ....................................................................................................................................................2

2.Set up......................................................................................................................................................................3

1.1Order template..................................................................................................................................................31.2Line template....................................................................................................................................................3

1.3Life cycle..........................................................................................................................................................4

1.4Order item.........................................................................................................................................................4

1.5Bill of Material.................................................................................................................................................5

1.!"ternal operation............................................................................................................................................

1.#$roduction reservation lin% &roup....................................................................................................................

1.'$roduction reservation &roup...........................................................................................................................#

1.(Stoc% transaction template................................................................................................................................'

1.1)$roduction demand template..........................................................................................................................(

3.Order entry...........................................................................................................................................................1)

1.11Order *eader.................................................................................................................................................1)

1.12Order line......................................................................................................................................................11

1.13Reservation...................................................................................................................................................13

1.14+vaila,ility analysis.....................................................................................................................................14

4.S*ipments.............................................................................................................................................................1

1.15-nternal document template..........................................................................................................................1#

1.1-nternal document counter............................................................................................................................25

1.1#reatin& internal document..........................................................................................................................2

1.1'+llocate to internal document......................................................................................................................2#

1.1(/ransfer........................................................................................................................................................3)

1.2)$rint..............................................................................................................................................................31

1.21-ssue..............................................................................................................................................................33

1.22Receivin&......................................................................................................................................................3#

© atate! "# Pa$e %1% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 2/37

193814909.doc

1. Revision History

Date Section Action Subject

09/'()/2008 )/" C*eation )/"

18/SEP/2008 2.9 (+dated Stoc, t*ansaction te-+lates fo* issein$

© atate! "# Pa$e %2% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 3/37

193814909.doc

2. Set up

1.1 Order template

P*ocess: P*case o*de* te-+late

e ave c*eated a ne o*de* te-+late. t is not st*ictl necessa* bt fo* se+a*atin$ te data it iss$$ested to do so. Eventall one -a se a diffe*ent o*de* conte* as ell.

e -st ave a +*odction te-+late ic is in effect a +*odction de-and te-+late. e *efe* to te

-anal P*odction de-and fo* details on o to c*eate tese ent*ies.

Clea*l one -st also attac te line te-+late to te o*de* te-+late.

1.2 Line template

P*ocess: P*case o*de* line te-+late

5e*e e -st cec, te 6E!te*nal o+e*ation *e7i*ed.

© atate! "# Pa$e %3% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 4/37

193814909.doc

1.3 Life cycle

P*ocess: ife ccle

Since e c*eated a ne o*de* te-+late e -st also +t it into te life ccle tat ill be sed fo* teo*de* ent*.

1.4 Order item

Te +*odct in 7estion -st e!ist as an o*de* ite-. e can do tis b selectin$ 6*de* ite- f*o-6;nctions.

 "nd ten e ave an ent* li,e tis. )o f*te* settin$s a*e *e7i*ed en dealin$ it tis o*de* ite-.

Te +*odct tat is on te <o= -st be an inte*nal o*de* ite-.

© atate! "# Pa$e %4% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 5/37

193814909.doc

1.5 Bill of Material 

P*ocess: <ill of =ate*ial

n te eade* e need not s+ecif antin$ s+ecial. e clic, 6<o= C-+ to $o to te lines.

(nde* te 6<ase2 tab e se te 6Sbcont*acto* s++l t+e 6n o*de* ic -eans tat e ill+*ovide te $oods.

Pttin$ 6;*o- sbcont*acto* -eans te sbcont*acto* ill +*ovide te $oods.

© atate! "# Pa$e %>% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 6/37

193814909.doc

1.6 External operation

P*ocess: +e*ation

at is i-+o*tant e*e is to ave te 6E!te*nal *ese*vation t+e set to 6Co-+onent *ese*vation.

e also see a +*odction *ese*vation lin, $*o+. Tis is te entit tat ill lin, te co-+onent in te<o= to te o+e*ation.

1.7 Production reer!ation lin" #roup

P*ocess: P*odction *ese*vation lin, $*o+

Tis consists solel of a code and a desc*i+tion.

© atate! "# Pa$e %?% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 7/37

193814909.doc

1.$ Production reer!ation #roup

P*ocess: P*odction *ese*vation $*o+

Tis dete*-ines o te co-+onents ill be issed f*o- te a*eose. "s o++osed to inte*nal+*odction e no ave a s+ecial stoc, t*ansaction te-+late fo* ent*ies to a sbcont*acto*.

© atate! "# Pa$e %&% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 8/37

193814909.doc

1.% &toc" tranaction template

P*ocess: Stoc, t*ansaction te-+late

Te 6t*ansaction t+e is 6Ent* to sbcont*acto* 6n and +date is 6nc*ease te 6Stoc, t+e is ofnat*e t*ansactions and te 6Po*tfolio cont*ol -st be cec,ed. Po*tfolio -eans tat te t*ansactionill occ* a$ainsta a doc-ent.

Te ote* stoc, t*ansaction te-+late is te one to isse te $oods ot off te sbcont*acto*

a*eose ic is a isse to +*odction *ese*vation.

© atate! "# Pa$e %8% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 9/37

193814909.doc

1.1' Production demand template

P*ocess: P*odction de-and te-+late

Tis +*ocess $ove*ns o -ate*ials once +*odced ill ente* te stoc,. e need to ave tis onl

fo* te o*de* te-+late.

© atate! "# Pa$e %9% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 10/37

193814909.doc

3. Order entry

P*ocess: P*case o*de* 

1.11 Order (eader  

Te*e is notin$ s+ecific to be ente*ed on te +*case o*de* eade* itself.

© atate! "# Pa$e %10% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 11/37

193814909.doc

1.12 Order line

3.1.1 6<ase tab

n tis tab e indicate te o+e*ation e old li,e to +*case.

3.1.2 6te- tab

n tis tab e not onl sa ic +*odct e ant bt also ic <o= e old li,e to a++l.

3.1.3 @antit tab

5e*e e $ive Ast te 7antit Bo* 7antities as +e* an ote* +*case.

© atate! "# Pa$e %11% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 12/37

193814909.doc

3.1.4 <ase2 tab

5e*e e $ive t*ee a*eoses:a*eose B11 is e*e e *eceive te $oods once +*odced.sse a*eose B04 is e*e e *ese*ve te co-+onents f*o-.

Sbcont*acto* a*eose B11 is e*e e ill send te co-+onents to.

© atate! "# Pa$e %12% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 13/37

193814909.doc

1.13 )eer!ation

en in te o*de* line e select 6P*odction *ese*vation f*o- te 6;nctions d*o+ don.

 "nd ten e $et to see tis sc*een.

© atate! "# Pa$e %13% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 14/37

193814909.doc

1.14 *!aila+ility analyi

P*ocess: "vailabilit analsis

e select te lo$ical a*eose f*o- te o*de* line B04 and an availabilit fo*-la tat incldes te

stoc, t+e of te +*odction *ese*vation $*o+.

e also selected te ite- f*o- te +*odction *ese*vation and ten clic, 6Sb-it.

© atate! "# Pa$e %14% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 15/37

193814909.doc

 "nd once e see te availabilit e select 6*ill don e date.

Tat o+ens a ne indo.

 "nd e can see o* o*de* 000033.

© atate! "# Pa$e %1>% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 16/37

193814909.doc

. S!ip"ents

at a++ens ne!t is basicall once te $oods a*e *ese*ved is to t*ansfe* te- f*o- a*eose 04into 011 ic a*eose is te a*eose at te s++lie*. Ten e isse te $oods ot off tes++lie* a*eose. Te s++lie* ten +*ocesses te $oods and delive*s te- into te *eceivin$a*eose 11 ic is te $oods e ave +*cased

<efo*e e do te t*ansfe* to$ e ill allocate te $oods. To tat end e need to c*eate aninte*nal doc-ent. n te fi*st section e ill elabo*ate on tose set + +a*a-ete*s e *e7i*e to beable to do tis.

© atate! "# Pa$e %1?% of %3&% ate: 18/SEP/2008

#R#

$% O11

Rese*vation T*ansfe* sse

&'(

$11

Receivin$

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 17/37

193814909.doc

1.15 ,nternal document template

4.1.1 5eade* te-+late

P*ocess: nte*nal o*de* te-+late

e note tat te doc-ent t+e is 60>.

 "note* +a*a-ete* tat is ve* i-+o*tant e*e is te 6estination t+e ic -st be set to s++lie*.

(nde* te 6Si++in$ tab e +t 6--ediate si++in$ and *eceivin$ tat -eans tat en e c*eatete isse ot off te o*i$in a*eose te ent* into te s++lie* a*eose ill be c*eated. ;o* -o*ee!+lanation abot tis fnction e *efe* to te a++*o+*iate -anal.

Te ote* tabs can *e-ain as te a*e.

© atate! "# Pa$e %1&% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 18/37

193814909.doc

4.1.2 ine te-+late

P*ocess: nte*nal o*de* line te-+late

Te*e is notin$ o*t -entionin$ on te 6<ase tab. n te a*eose tab oeve* e indicate te

va*ios stoc, t*ansaction te-+lates 082 fo* te isse and 081 fo* te ent*.

t is also e*e tat e indicate e ant to allocate to te doc-ent. e +t stoc, t+es on te6elive* tab.

© atate! "# Pa$e %18% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 19/37

193814909.doc

 "nd also nde* te 6Si++in$ tab.

© atate! "# Pa$e %19% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 20/37

193814909.doc

4.1.3 Stoc, t*ansaction te-+lates

<elo e see te isse t*ansaction.

 "nd e*e e see te ent* t*ansaction.

e note tat nde* te 6Csto-iDed tab te sste- ill *e7i*e te o*de* code to be -andato*.

© atate! "# Pa$e %20% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 21/37

193814909.doc

4.1.4 "llocation te-+late

P*ocess: "llocation te-+late

e Ast ant to st*ess tat e need to ave te so*ce and destination a*eose diffe*ent as teallocation itself ill +*ecede te t*ansfe*. e ill allocate f*o- te inte*nal a*eose toa*ds tee!te*nal a*eose.

e also ant to indicate tat te sste- ill cec, te cont*ol settin$s nde* 6Csto-iDed and 6(Csto-iDed a$ainst te stoc, t*ansaction te-+lates. ;o* instance if on te allocation te-+late teo*i$in lot code is -andato* ten on bot te stoc, t*ansaction te-+lates te lot code cannot be setto 6;*ee bt sold be 65eade*.

© atate! "# Pa$e %21% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 22/37

193814909.doc

4.1.> a*ios stoc, t+es

elive* tab

Si++in$ tab

 "llocation te-+late

© atate! "# Pa$e %22% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 23/37

193814909.doc

4.1.? ine alloed in eade* 

n te o*de* te-+late e clic, 6ine te-+late to state ic line te-+lates e ant to allo fo* tiso*de* te-+late.

 "nd e*e e state tat e allo line te-+late 901 in o*de* te-+late 910.

© atate! "# Pa$e %23% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 24/37

193814909.doc

4.1.& ife ccle

Te life ccle ill not do -c e*e at all bt failin$ to c*eate one ill -a,e it i-+ossible to contine. 

Te o*de* t+e is 6nte*nal. e no clic, 6Te-+late. ;o* te +*+ose of tis e!ce*cise e onl needto define te doc-ent te-+late as son belo.

n te te-+late itself e clic, 6Ste+.

 "nd e defined to actions: +*int and isse.

© atate! "# Pa$e %24% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 25/37

193814909.doc

1.16 ,nternal document counter 

P*ocess: nte*nal doc-ent conte* definition.

e need to c*eate a +*ovisional conte* and a definitive conte*. " +*ovisional conte* diffe*s f*o- adefinitive one onl in tat te conte* is cec,ed as +*ovisional.

© atate! "# Pa$e %2>% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 26/37

193814909.doc

1.17 -reatin# internal document 

e ave one +*odction *ese*vation *ead.

P*ocess: P*odction *ese*vation inte*nal doc-ent c*eato*

e fill ot te data as +e* above and clic, 6nit. Tat $ives s sc*een belo e*e e can +tadditional filte* c*ite*ia. n tis case e clic, 6Sb-it.

e selected te last line since tats te o*de* 0000>& e ave a +*odction *ese*vation fo*.

e clic, 6Sb-it and te inte*nal doc-ent as c*eated.

© atate! "# Pa$e %2?% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 27/37

193814909.doc

1.1$ *llocate to internal document 

e $o inside te inte*nal doc-ent e Ast c*eated and clic, 6ine.

n te sc*een belo e o+en te line.

 "nd e select 6"llocation f*o- 6;nctions.

Ten e $et te sc*een belo.

© atate! "# Pa$e %2&% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 28/37

193814909.doc

en e loo, at te 6*i$in tab all te info*-ation as filled ot b te sste-. Tis is becase te*eis onl one lot in one location in tis s+ecific a*eose fo* tis +*odct.

Te destination tab as filled ot as ell. e no clic, 6ine to s+ecif te ele-ents.

Tis b*in$s te sc*een belo e*e te destination detail as al*ead c*eated. e no clic, 6)e tos+ecif te ele-ents.

© atate! "# Pa$e %28% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 29/37

193814909.doc

e $o to te 6etail tab and clic, te seconda* loo, + btton.

e select one ele-ent and ten $et tis sc*een. e clic, 6Sb-it F "dd and +*oceed it te tone!t ele-ents.

nce e allocated te last ele-ent e need e clic, 6Sb-it as o++osed to 6Sb-it and "dd. Ten

e*e t*o$ allocatin$ and on te sc*een belo e clic, 6Sb-it.

© atate! "# Pa$e %29% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 30/37

193814909.doc

1.1% ranfer  

 "fte* te allocation te sc*een *eve*ts bac, to te inte*nal doc-ent line. e no clic, 6Pa*ent so $obac, to te eade*.

nce in te eade* e select 6Stoc, t*ansaction f*o- 6;nctions.

 "nd ten e $et te sc*een belo and see te stoc, t*ansactions e*e ca**ied ot.

Te $oods a*e no in te a*eose of te sbcont*acto*.

© atate! "# Pa$e %30% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 31/37

193814909.doc

1.2' Print  

P*ocess: nte*nal doc-ent +*int

e select te destination t+e and te *e+o*t. "nd e clic, 6nit.

 

e ten $et tis sc*een e*e e can +t additional filte* c*ite*ia. e o+ted fo* 6(se* action noneselected and clic, 6Sb-it.

© atate! "# Pa$e %31% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 32/37

193814909.doc

;*o- te sc*een tat sos e select te +*ovisional doc-ent 000012 and clic, 6Sb-it.

 "nd e $et te +*intot as son.

© atate! "# Pa$e %32% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 33/37

193814909.doc

1.21 ,ue

)o tat te $oods a*e in te e!te*nal a*eose e can isse te-.

P*ocess: P*case Si++in$ T*ansaction C*eato*.

e select te division and clic, 6nit.

e selected 6(se* action none selected and ten clic, 6Sb-it.

e select o* +*case o*de* and clic, 6Sb-it.

e $et an e**o*.

 "nd te e**o* a++ea*s to be te folloin$.

e did not select an ele-ent no* lot.

© atate! "# Pa$e %33% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 34/37

193814909.doc

Te onl a tis fnction can o*, is en e ad c*eated allocations f*o- stoc, to te +*odction*ese*vation. So to avoid tis e $o inside te +*case o*de* itself $o to te line and inside te linee clic, 6P*odction *ese*vation.

nce inside te +*odction *ese*vation e o+en te line + and select 6Stoc, t*ansaction f*o-6;nctions.

n te stoc, t*ansaction eade* e select te lot nde* te 6etail tab. nce tat is done e clic,6ine to +*oceed.

© atate! "# Pa$e %34% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 35/37

193814909.doc

e ten $et tis sc*een.

e $o to te 6etail tab and do te seconda* loo, + to select te ele-ents.

e select te fi*st ele-ent and clic, 6Sb-it F "dd. e do tis till e ave no -o*e ele-ents toisse. Ten e clic, 6Sb-it.

© atate! "# Pa$e %3>% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 36/37

193814909.doc

 "nd once e ave te sc*een above e clic, 6Sb-it. Ten te sc*een co-es bac, to te +*odction*ese*vation and te isse as done.

Te stoc, t*ansaction te-+late sed is a +*odction o*de* isse. "nd tat co-es off te +*odction*ese*vation $*o+.

© atate! "# Pa$e %3?% of %3&% ate: 18/SEP/2008

8/13/2019 NOW ERP External+Order

http://slidepdf.com/reader/full/now-erp-externalorder 37/37