COP Overview - Version 8.2 and Up


The following list briefly describes how to handle client order processing.

Notice that links to additional information are included in each step.

1. Create a Client Order.

2. Optional. If this Client requires a printed Quote, flag the Order as such and use Report COP Quotations to produce the document. When the Client approves the Quote, set the type to Order to continue processing.

3. Accelerated Processing

This button launches the Report Pick Ticket function for this Client Order.

This new button launches the Record Pick with the Client Order Id completed.

 This button allows the user to enter an order for available inventory and immediately fill and invoice it. This button simulates the printing and filling of the Pick Ticket for the currently displayed order (if this has not already been done), and then invokes the Report COP Invoice function properly defaulting the required settings and filter fields to allow the Invoice to be printed and posted.

Serialized items are excluded from this functionality so that they must go through the actual Print / Record Pick Ticket process so that the Serial Number is recorded.

Invoicing Drop Shipped Items:
Drop-shipped items will not appear on the COP Invoice until the PO has been vouchered in the AP Journal or in the Inventory Receipts Journal if implemented via the sys-ffv-global-settings registry option discussed in Receive Dropshipped COP's in Inventory Receipts and Allow Billing


4. Using the Pick Ticket, items are picked and shipped. This information (what was physically picked and shipped) is then entered into the system via the Client Order Pick List Entry function.

5. If one or more items are not available, this information will appear in the PO Reorder Advice Report. This report should be run on a regular basis (e.g., every morning).

6. Based on the information in the PO Reorder Advice report, a designated employee(s) will
 a. Issue a PO to obtain a backordered stock item or
 b. Create a Shop Order to make a manufactured item

c. The Start Fill Backorders should be used to fill backorders for the Client Order: see Start Backorder Filling for details.

7. Once the Shop Order has been completed, the Cost and Date Closed fields should be completed: if the Omit Transfer option was set in the Shop Order, doing so will cause the system to transfer the manufactured items to the "from" location so that they can be picked off the shelf.

8. If Omit Transfer was not checked in the Shop Order, complete the Print Shop Transfer Ticket and Record Shop Transfer Ticket functions for the item.

9. Once the order has been shipped, print the COP Invoice to complete the process and relieve stock and inventory dollars from "On Hand". During invoicing, when all lines on the client order have zero in the Qnty Allocated and Qnty Backordered the order is set with the closed date. Closed Client Orders will not appear on the active Client Order list; they may be viewed by clicking the Inactive or All filter button on the side button bar.

Tip: COP Invoices are printed/posted and a problem is found with the invoice
To ‘reverse’ the invoice:

1) Create an AR Credit Memo, putting the inventory items from the COP Order on the Costs tab.

2) Then create a new COP Order.

3) Print and Record the Pick Ticket.

4) Then print a new invoice.