Sales to Delivery Lifecycle Tracking Overview



  Sales Purchase Inventory Production Delivery
 
  • Effectively follow through the processes from sales orders to product deliveries without missing deadline.
  • Following business processes to create and navigate between business elements from sales to delivery.
  • Creating and displaying related purchase orders for a sales order line item.
  • Generating a sales invoice with customer and line items information from a sales order.
  • Quickly creating a new job order from a sales order line item.
  • While creating entity, automatically pre-fill data obtained from the elements in the previous business step.
  • Having a one page 360 degree overview of all data involved in a sales to delivery cycle.
  • Intelligently detecting and alerting users for the overdue or due soon sales and purchasing orders.
  • Tracing back a product or parts' origins and entire lifecycle by a given serial number or lot number.


Functionality Highlights

Primary business elements involved from sales to delivery life cycle

  • Sales:
    • Sales Orders
    • Sales Invoices
    • Received Payments
  • Purchasing:
    • Purchase Orders
    • Purchase Invoices
    • Paid Payments
    • Received Purchased Batches
    • Inventory Stock In from vendors
  • Production:
    • Job Orders
    • Production Runs
    • Produced Batches
    • Inventory Stock In from production
  • Delivery:
    • Inventory Stock Out to customer
    • Post Delivery Customer Support

Business Element Relationships

In LogixPath system, business elements are tightly related to each other according to the product sales to delivery lifecycles. For example, a sales order line item may be related to multiple purchase order line items and multiple job orders. Often these relationships are many-to-many relationship, for example, one sales order line item can associate to multiple purchase order line items and one purchase order line item can be associated to multiple sales order line items.

LPOM provides tools to create these relationships and view or traverse between related elements. Some of the relationship creation tools provide One-Click to create a related element, for example, you can create a corresponding Sales Invoice by clicking the button "Generate Invoice" in a Sales Order detail view; and create a Job Order for a line item by clicking the button "Generate Job Order" in the line item section of a Sales Order detail view.

These element relationships enable LogixPath system to provide users overarching views to their operations and results. For example, a project detail view displays all associated sales orders, purchase orders, inventories, invoices, and payments with summaries of the total order values and payment amounts in each currency.

Lot Number & Serial Number Trace

The business element relationships enable the system to trace the lifecycle of a given lot number or serial number, and identify the activities associated to it, such as the production run and produced batch which created this lot or item and the customer(s) this lot or item was sent to.


Sample Screen Shots

Sales Order Management




 

Lot Number & Serial Number Trace