Goods in order
General
The purchase order is the transmission of an order to suppliers to order goods. In the Coglas Web WMS, it represents the purchase order that has already been created and is waiting to be received by the supplier.
Orders are entered manually or imported via the data interface/import function. The order consists of an order header and n order items. The order number, order date, client and supplier are entered in the order header. The article number, quantity and optional stock qualifications are entered in the order item.
The order overview shows all available and entered/transferred orders in their respective status.
The display can be narrowed down and sorted using various filters. The search function allows you to narrow down the display of orders according to the search entry.
Each order can have the following status:
Status | Description |
|---|---|
Created | The order has been created/transferred and has not yet been processed. |
In process | The purchase order has been transferred to at least 1 delivery note and this has been processed in goods receipt. |
DoneEr | All items for the order have been processed and are in order item status Completed or the order has been completed manually. |
Reported to ERP | If a connection to an ERP system via data transfer has been set up, the successful data transfer to the ERP system is documented here. |
Deactivated | The order was manually deactivated by a user and is now no longer available for further processing unless this order is reactivated. |
In addition to the above-mentioned status, each order item also has the following information:
Unit quantity in order
The unit quantity per item stored in the purchase order
Unit quantity in delivery notes
The quantity transferred to delivery notes per item
Unit quantity in goods receipts
The quantity received in the goods receipt per item; if the quantity is the same as that stored in the purchase order item, the item changes to the status Completed
Functions
Button | Description |
|---|---|
Add goods in order | The order is entered in a list header editor. Mandatory fields must be completed and will be highlighted if they are not entered when saving (see in red). The following fields are available for entry: Creation date, number, order date, client, supplier, GR date planned, notes, reference no., reference no. 2, target strategy. The order is saved with Add order, the process is cancelled with Cancel. |
Duplicate | With the duplicate function, the selected order is used as a copy template for creating further orders. Order items are copied in full. The order header editor is identical to the "Add order" function. Duplicate duplicates the purchase order, Cancel cancels the process. |
Edit | The order header can be subsequently customised. The order header editor is identical to the "Add order" function. After the goods receipt has been started, the function is deactivated. The order is updated with Save order and the process is cancelled with Cancel. |
Add new position | A new order item is entered. To do this, enter the article number, the quantity and optionally the stock qualifications for the new order item. The red fields are the mandatory fields for this entry: article, quantity, overdelivery warning, batch, production date, remaining shelf life, SBK, SBK 2, delivery no. delivery item, reference no. target strategy, loading equipment, quantity per storage unit, goods receipt date. |
Create delivery note | The Create LS function is used to convert the order into a delivery note. In addition to the LS number, lorry number plate, reference and reference2, the goods receipt header strategy can also be added or corrected here. All items of the order are transferred. The input fields for creating the delivery note are optional. The delivery note is created with Create delivery note and the process is cancelled with Cancel. Several delivery notes can be created for one order. |
Set order done | This can be used to manually change the status of the order to Completed. |
Print overview | A printout of the order including order items can be triggered here. |
Show delivery note | The "most recent" delivery note resulting from this order is displayed here. |
Show goods receipt | The "most recent" goods receipt resulting from this order is displayed here. |
Transfer manually | The function manually sets the status to Transfer to ERP |
Add attachments | Opens the attachments dialogue. In addition to file names and comments, an image file or other file for the order can be saved here. |
Select all on current page | All order items on the current page are selected. |
 | Calls up the order item for editing, only works for items with status not equal to Completed |
 | Checkbox for selecting/deselecting an order item |
Unselect across all pages | All selected order items on all pages are deselected. |
Duplicate selected | All selected order items are duplicated |
 | The order item is deleted. |
Delete selected | All selected items are deleted. |
→ back to COGLAS processes
→ back to COGLAS menu