MCTS-eManufacturing: Sales Management...

Use this exercise to learn how to set up a group of markup rates for quotes. Markup rates establish standard sets of percentages by which the various estimated costs associated with producing an item are to be increased. For example, you can set up one set of standard markups for producing items for government contracts.

1) From the Sales Management menu, select Quote Management, then Master File Maintenance, and then Quote Markup.

2) The initial browser of quote markups appears:

3) Enter a new set of markups: go to Edit, select Add. The Quote Markup dialog box appears:

4) In the ID field, enter an ID by which the system identifies this set of markups: enter your initials. In the Description field, enter a description of the set of markups: <your name's> sample markup. The System Default toggle box establishes whether this set of markups is to be used by default on all new markups you create. Do not mark this set of markups as the system default.

5) The Percent Type field establishes how these percentages should be used. The choices are markup and profit: Markups increase the estimated cost by the rate entered. Profits increase the cost by the actual profit you want to make. Select Markup as the percent type.

The percentages at the bottom of the screen establish the markup percentages that quotes that are assigned this set of markups are to use. Establish separate percentages for each portion of the quoted costs: mark up material by 5.00%, subcontracted operations by 3.00%, labor by 20.00%, burden by 25.00%, miscellaneous charges by 0.00%, and commissions by 3.00%.

6) To save this record and return to the initial browser of quote markups, click OK.

7) This is the only markup that you needed to enter. Go to File, select Exit.

Use this exercise to learn how to add a quoter to the Quoter master file. Quoters are the people who do the quoting for a company. For this exercise you will enter yourself as a quoter.

1) From the Sales Management menu, select Quote Management, then Master File Maintenance, and then Quoter.

2) The initial quoters browser appears:

3) To set up a new quoter: go to Edit, select Add. The Quoter Maintenance Dialog box appears:

4) In the Quoter ID field, enter an identifying code for the new quoter: enter your own initials.

· In the Name field, enter the quoter's name: your own name.

5) The Inactive toggle box establishes whether this quoter is inactive or active. Inactive quoters do not appear on selection lists throughout the system. Do not check the Inactive box.

6) To save the record and return to the initial Quoters browser, click OK.

6) Select Exit from the File menu to exit the program.

Use this exercise to learn how to create and print a detailed quote of a part that was previously quoted.

1) From the Sales Management menu, select Quote Management, then General Operations, and then Quote Entry.

2) The initial Quote Entry window appears:

3) Add a new quote: Go to Quote, select Add Quote. The Quote Heading Maintenance window appears. Note that the quote number appears in the title bar. Each quote is automatically assigned a new quote number.

Also, to modify an existing quote record, enter the quote number in the Quote field or use the Search function to activate a browser of quotes.

4) The Quote Heading Maintenance window holds basic information about the quote. In the Customer ID field, enter the ID of the customer for whom you are generating the quote: Dalton Manufacturing, whose customer ID is DALTON.

Use the search function to find the customer. Notice that once you enter the customer ID and press [Tab], the customer information fields display information about Dalton. This information has been defined for this customer in the Customer master file.

5) Click the Quoter field's drop-down list, and select a quoter from the list. You can select the name that you entered in the Setting Up Quoters exercise, or you can select a different name. Every Vantage quote must have a valid quoter.

6) Review the Quote header information, and verify that everything is correct. Then click OK to return to the initial quote entry window. Note that the quote you just created is now the active quote in the window.

7) Once you have entered the quote heading information, enter the quote line items. Line items describe the specific parts that the prospective customer is considering purchasing from you. To add a line item, also called a detail line, go to Line, select Add Line. The Quote Detail Line maintenance window appears. You can enter as many line items as you want for any given quote.

8) In the Part field enter the part number that you would like to quote for this line--in this case, part DCD-100-SP. Use the search function if you do not know the part number.

9) The Quantities browser in the corner of the Detail screen is where you can enter various quantities and their quoted prices.

For now, quote prices for three quantities of the part: Select the Add button in the Quantities browser.

10) In the new window that appears, in the Quote Quantity field, enter 500. Do not enter anything in the Unit Price field, and click OK.

11) Repeat this process to enter a quote quantity of 1000 and again to enter a quote quantity of 2000.

The Unit Price field for these quantities is left blank so that you can enter specific manufacturing details about the part and then generate quoted prices for these quantities on the quote worksheet.

12) Verify that everything is correct on the detail line window, and click OK. You are returned to the initial quote entry window.

13) Enter the manufacturing details for the part you are quoting: go to the Line menu, select Mfg Details. The Manufacturing Details Maintenance window appears:

14) Note that the window has a browser for assemblies, one for operations, and one for materials. The Operations and Materials browsers reflect the assembly highlighted in the Assemblies browser. Only one item should currently be entered in these browsers--the final part, part number DCD-100-SP, in the Assemblies browser. You have not yet defined the manufacturing details for this part.

15) Click the Get Details button in the Assemblies browser. The Get Details browser appears, allowing you to quickly retrieve the manufacturing details for an assembly from a part that has been quoted or made before and marked as a template or from an existing Method of Mfg.

16) Retrieve the details from a quote: select Quote as the Copy From option. Then select the quote line from which you want to copy these details. For this exercise, select another quote line that specified this same part, such as quote #10000, line 2, and click OK.(or double click on Rev. A part.

17) A message prompts you to confirm retrieving the manufacturing details for this quote. Select Yes. The various information about the part is retrieved from the previous quote, and you are returned to the manufacturing details window. The details were copied from the source quote to this new quote line.

18) Review the manufacturing details, and click Close. You are returned to the initial Quote Entry window.

19) Now determine a price to quote with the quote worksheet: from the Line menu, select Worksheet. Vantage displays the Quote Worksheet for this line.

20) In the corner is a browser of the quantities you are quoting. The highlighted quantity's details are shown in the rest of this window. Highlight the quantity of 500.

21) Examine the various figures in the worksheet. The markups that appear in the markups column have been defined for the set of markups for this customer.

22) The Unit Price with commission is the price per unit that Vantage has calculated would apply as a quote for this part at this quantity, based on various factors also listed. The Quoted Unit Price field in the lower left portion of the window is currently set to zero. Enter the price to quote in this field: round the calculated Unit Price with commission to the nearest cent and enter this as the Quoted Unit Price. The total quoted price, as well as your quoted markup and your quoted profit, are calculated for you.

23) Now highlight the quantity of 1000 in the worksheet's browser of quantities, and again, enter a quoted unit price that is equal to the estimated Unit Price with commission rounded to the nearest cent. Finally, highlight the quantity of 2000 and enter the quoted unit price.

24) After you enter quoted prices for all three quantities, select OK at the Worksheet Maintenance screen. You will return to the initial Quote Entry screen.

25) Now mark the quote as Quoted: Go to Quote, select Update Quote. The Heading Maintenance window appears:

26) Mark the Quoted check box, and click OK.

27) When you mark the quote as quoted, the Change Description window appears:

28) Enter a comment in this window that pertains to the change of status for this quote: "Sent the quote this morning to the customer." Then click OK to return to the Quote Entry screen.

29) Print the quote: Select the Print button. You can choose to preview the quoted form by selecting Yes when Print Preview window pops up.

29) When the quote has been printed, to exit the program, from the File menu, select Exit.

Use this exercise to learn how to add a record to your Sales Miscellaneous Charge master file. Sales Miscellaneous Charges define any additional charges you can occasionally charge your customers, such as shipping fees or engineering charges. Note that these are not the same as the Purchasing Miscellaneous Charges you set up through the Purchase Management module.

1) From the Sales Management menu, select Order Management, then Master File Maintenance, and then Miscellaneous Charge.

2) The browser of sales miscellaneous charges appears:

3) For this exercise, add a new miscellaneous charge. Go to Edit, select Add. The Miscellaneous Charges Maintenance dialog program appears:

4) In the Charge ID field enter the ID that identifies the new miscellaneous charge: enter your initials.

5) In the Description field, enter a description of the new miscellaneous charge: <your name>'s charge.

6) In the Amount field, enter the amount of this charge that should be applied by default to all orders, quotes, jobs, and so forth, assigned this charge. For this exercise, enter 100.00 as the amount. Note that you will be able to change the amount of the charge for specific orders, jobs, and so forth.

30) This charge is not to ever be applied to shipments. Do not mark the Shipping Access toggle box.

31) For now, do not enter information in the income account and tax category fields. For further information on these fields, see Vantage Help.

32) Define the default frequency for each miscellaneous charge you define: select Every. This miscellaneous charge should, by default, be applied to every shipment of orders to which it is assigned.

33) To save this record and return to the Miscellaneous Charges browser, click OK.

11) To exit the program, go to File, select Exit.

Dalton likes the quote, and wants to order 750 items of your part DCD-100-SP, a quantity which you did not quote. He needs 500 of the items in nine weeks and 250 three weeks after that. He also attached a note to the purchase order informing you that Dalton's address is changing.

Use the Order Management module to enter and maintain all Vantage records necessary for creating and maintaining sales orders. Sales orders are the links between quotes and jobs, and usually start when you receive a purchase order from a customer. You can include several parts on a single order. Each release of each part can be produced in a separate job, or work order, or all the releases of the part can be run in one job. In Vantage, orders can be generated directly from quotes or they can be created from scratch.

Use this exercise to learn how to enter a sales order with multiple release records. This order will be based on the quote you entered in the Creating a Quote exercise.

1) From the Sales Management menu, select Order Management, then General Operations, and then Order Entry.

2) The Order Entry window appears:

3) Create a new sales order: Go to Order, select Add Order. The Sales Order Heading Maintenance window appears, where header information about the order is entered. Note that the order number assigned to this order is displayed in the window's title bar. The system calculates and displays this number.

4) Leave the Order Date as its default, the current date. Enter a Need By date of 12 weeks from today. Enter a Ship By date of three days earlier than the Need by date. To select these dates with the Calendar function, click your right mouse button while your cursor is positioned in a date field.

5) Enter Dalton as the Customer, using the search function if necessary. Note that when you enter this customer, the Attn field shows Manny Kemple as the default name, since this is the default purchasing contact for Dalton Manufacturing. Leave the Ship To as its default, the primary ship to location for this customer.

6) If you created your own terms record in the Setting Up a Terms Record exercise, select that record from the Terms field's drop-down list. Otherwise, select a different terms method. Every order entered in Vantage requires a payments term.

7) Then in the PO field, enter the customer's purchase order number: DAL123. This number will be printed on all the shipping documents for the customer's reference, and can also be searched for when you are searching through your orders. If Manny from Dalton ever wants the status of his order, it can be tracked by his purchase order number.

8) Review the order header information, and verify that everything is correct. Then click OK. You are returned to the initial order entry window and this order is entered in the SO field.

9) Enter the line items for this order that identify the specific items being ordered. This sample order needs only one line item. For this exercise, create this order line from the quote record from the Creating a Quote exercise. Go to Line, select Add from Quote. The Get Quote line screen appears.

10) In the Quote and Line fields, enter the quote number and quote line number of the quote line from which this order should be created. This is the quote number and line number from the quote line from the Creating a Quote exercise. If you do not know the number, use the search function.

11) In the Order Qty field, enter the ordered quantity, 750. Even though you did not quote this quantity, a price is entered in the Unit Price field based on the other quantities you quoted. You can modify this unit price if you want to; for this exercise, leave it as it is.

12) When you have entered this information, click OK. You are returned to the initial Order Entry window.

13) Select the line and from the Line menu, select Update. The Order Line window appears, listing details about the line.

14) Highlight the release in the browser, and click the Update button. The Release Maintenance window appears:

15) Change the Release Quantity field to 500, change the Need by Date field to a date 9 weeks from the current date, and change the Ship By date to a date three days earlier than the Need By date. Verify that the Make option is selected: you are going to make these parts, rather than pull them from your inventory. Mark the Firm box. This first release is a firm release.

16) To save this release and return to the Order Release browser, click OK.

17) By the Releases browser, select Add.

18) Enter 250 as the Release Quantity, change the Need By Date to a date 12 weeks from the current date, and change the Ship By Date to a date three days earlier than the Need By date. Make the other settings the same as the first release.

19) When this information is in place, click OK.

20) Then, to save this order detail information and to return to the initial order entry window, click OK.

21) Print an order acknowledgment form: from the File menu, select Print. You can preview the printed order acknowledgment if you want.

22) To exit the program, from the File menu, select Exit.