Sales

The module ATM-sales can be reached via the main menu:

Sales-AR - Automotive

A partner sales order is arranged between the customer and the vendor. After that the customer can transmit his requirements via forecast delivery schedule, JIT delivery schedule or JIS call. Once the EDI-agreement is arranged between the contracting parties, the requirements can be transmitted. The data is accepted and converted into a in-house format (History). Afterwards the requirements are on the one hand available to the MRP (Material Requirements Planning) and on the other hand to the short-term sector, in which the data is required to organize the distribution. After the conclusion of the goods issue, the data is transmitted via delivery note transport data and the merchandise with the appertaining distribution papers to the customer. The distribution papers consist of the goods tag, forwarding order and goods receipt/issue slip.

The atm-sales module is imbedded in the business processes of Business One, which is shown in the following diagramm:

The customer transmitts the forecast delivery schedules with the vendor within the scope of the agremment. These can be transmitted via EDI (1). A file’s physical transmission ends with it being saved in a certain directory. This directory is deposited in the EDI-configuration. The file is imported, converted to a in-house format and saved in the history. The data is assigned to a partner sales order as requirements(3) via processing (depending on business process), if it’s a matter of forecast delivery schedule, JIT delivery schedule or JIS call. The requirements can also be entered manually (represented by the arrow). The requirements are now ready for two sectors: Order recommendation (MRP wizard) and atm-goods issue (4). The data are prepared for distribution via the shipping proposal, shipping proposal wizard or atm-goods issue. The distribution papers (goods tag, forwarding order, goods receipt/issue slip) are now created. After the truck leaves the vendor’s yard, the receipts (sales order also named contract release order, delivery note and outgoing invoice) are created in Business One for all positions in the atm-goods issue (represented via red arrow). After that, the customer can be notified of the goods receipt. This can be done via the transmission of delivery note transport data in EDI (5). Furthermore invoicing data can be transmitted via EDI.

The issues “1” and “2” can be found under the main menu item Sales – Automotive – Incoming Data.
The issue “3” can be found under the main menu item Sales – Automotive – Demands.
The issue “4” can be found under the main menu item Sales – Automotive – Shipping.
The issue “5” can be found under the main menu item Sales – Automotive – Outgoing Data.