Might be a dumb question here, but why do you want a pro-forma invoice? If
I read your posting correctly, what you want to be able to do is pick the
parts and have them ready to go, but not bill them yet, and also not allow
Customer Service/Sales to re-sell them.
We do that by programagically (I love that phrase, thanks Jeff!) creating
an SLALLO record for each item as it is picked (scanned and logged in a log
file) and changing the status on the item to discretely allocated. That
way, when Customer Service looks at availability of a part, they see we
have 10 on hand, but they also see that 7 of the 10 have been discretely
allocated to orders (which we translate as "picked and ready to go"), so
they know they only have 3 available. Plus, the neat part about that, is
they can see who is actually getting those parts.... that is handy for when
the same customer calls in and tries to order more of the same - you can
tell them they already have some coming!
Of course, the inventory relief and invoicing is a lot simpler for us with
this approach, since we use the free offline shipping enhancement.
I guess it also depends on why you want a pro-forma invoice. (By the way,
we also send advance shipping notices from the log file...)
Dale Gindlesperger
IT Manager/Special Projects Leader
Fleetwood Folding Trailers, Inc.
258 Beacon Street
Somerset, PA 15501
"Charley Simpson"
<csimpson@TURBONE
TICSINC.COM> To
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Subject
07/10/2007 03:06 [MAPICS-L] Pro Forma Invoicing
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Please respond to
MAPICS ERP System
Discussion
<mapics-l@midrang
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XA R6, AM+, CSM
Howdy!
After reading through the COM User Guide, I am still not fully clear on
exactly the best way to handle Pro Forma Invoicing. We don't do a lot
of it, but the way we are currently doing it is painful, mostly for
customers.
My goal is to prevent customer service from double booking the inventory
(our current process is it's in a box, bagged and tagged, but because it
shows "on-hand" they think they can commit it again). BTW, we're not
using ATP as we use CSM for order entry.
If I do a 'Shipment Pro Forma' does that treat inventory as if it has
shipped (relieve qty-on-hand)? Also, does it suspend the real invoice
until we intervene or will the real invoice be cut loose on the next
invoice run?
Would using a pick list and a stage location be a possible option?
TIA for any insight.
Charley
Charley Simpson
Director, Material Planning & Logistics
805-426-3414
www.turboneticsinc.com <
http://www.turboneticsinc.com/>
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