During Sales order and Quotation entry you have the possibility to sell from NCC stock. All availability checks are performed as with normal stock. The following control parameters must be defined to be able to utilize this functionality:
| File | Control parameter | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Function control file | The NCC-Sell (NCC Selling) function must be activated. | ||||||||
| Business partner file (Customer file panel) | Per customer, you must set the flag for NCC goods. This flag controls if and how the customer accepts goods from non-conforming stock (NCC) during sales quotation and sales order line entry. The following choices are available:
|
The following orders are not valid for NCC selling:
- Credit orders
- BtB orders
- IRO (Internal replenishment orders)
- Orders connected to a manufacturing order
The sales process
Sales order lines can be registered via the Work with sales orders routine or the Customer service enquiry (in entry mode – which is accessed via the Cust info function key from the Work with sales order, Order lines panel). The NCC number field will be visible if the customer accepts NCC goods (i.e. the customer flag is anything but zero) and the order is not a credit order, internal order or BtB order.
When requested quantity, according to the rules, is covered by NCC quantity the NCC number will be retrieved when adding an order line and a message will be displayed. This denotes that the order quantity is covered by NCC stock and that a reservation of the order quantity is made on the NCC. A NCC number can also be entered manually, changed and blanked out in order to remove the NCC stock reservation. If the NCC number is removed from the field the following will happen:
- A new availability check is performed, if the NCC goods flag for the customer is not 3, i.e. Only NCC goods accepted, to validate that normal stock can cover the order quantity.
- A message will be displayed if the customer accepts only NCC goods.
- The NCC reservation is removed.
Trigger an alert if shortage at pick confirmation
You can set up the system to trigger an alert message if the following should occur:
- A backlog line should be created at pick confirmation and no NCC quantity can be reserved.
- The order line was created, but no reservation against NCC stock was created. This must be done manually. Perhaps requested quantity can be covered by another NCC.
The Event type for this alert is NCCSALESBG (NCC Sales: Backlog problem). See Configure the system to send/receive alert messages for instructions.
Quotation process
The same functionality/procedure as described in the Sales order process applies. In addition, when copying a quotation to a new version, any reservation against NCC is also created if available quantity exists. When copying a quotation to a sales order, any reservation against NCC is created on the sales order if available quantity exists and the reservation on the quotation is deleted. See
Pricing of the NCC goods
There are two options from which to choose when pricing the NCC goods. Note: If you do not choose any of these pricing options then the normal pricing of the item will kick in.
- Enter the sales price, discount, margin or FOC manually during Sales order line entry
- Enter a specific sales price (in system currency per stock unit and with or without any chain discount or order summary discount flags) directly on the NCC certificate or flag it as FOC in the NCC certificate. This information will be picked up and defaulted to the sales order line during sales order line entry.
A re-price will be done if the following is true:
- NCC number is entered/changed (except when a price/discount has been manually entered, i.e. Price code = 180)
- NCC number is removed and the price was retrieved from that NCC number (Price code = 100 or 101).
See Manually price a sales order line for more information.
Other NCC related tasks handled via the sales order line
- Serial number out of stock: If the order line holds a serial numbered item and no pick list shall be printed, the serial number is selected at order line entry. When such an item is entered and a NCC quantity shall cover the requested quantity, only serial numbers for the retrieved NCC will be able to be selected for the sales order line.
- Batch entry: If the order line holds a batch controlled item and no pick list shall be printed (Direct invoice), the batch is selected at order line entry. When such an item is entered and a NCC quantity shall cover the requested quantity, only batches for the retrieved NCC will be able to be selected for the sales order line.
- DI order retrieval: Same functionality as when entering a sales order line manually, but no message will be given.
- Sales order copy: Same functionality as when entering a sales order line manually with the exception that no additional reservation is made on the NCC. Instead, the reservation is moved from the quotation line to the sales order line.
Pick list handling
When a sales order line reserving NCC stock instead of normal stock shall be printed on pick list, the NCC is updated instead of normal stock.
When sales order lines holding quantity from NCC are handled in pick routines some special considerations are taken for those order lines:
- If the item is controlled by DC1 Warehouse Management the zone and location are printed on pick list, retrieved from the NCC location.
- NCC number is displayed on the Pick confirmation panel.
- NCC number is printed on the pick list.
See Print a pick list for more information.
Working with Non-conforming certificate
You can see if reservations/sales exist for the item(s) on the certificate. The Reservations option allows you to view the sales order or quotation that is reserving the NCC stock quantity. You can then drill down further to the quotation, sales order enquiry or invoice when possible (i.e. if sales order is at status 60) to view all information about the quotation/order/invoice that is consuming from the NCC stock. You can also view all locations where the NCC number is stored by clicking the Locations option.