Sales Order In OMS (SO)

Q1. Who creates SO in Zetwerk?

Ans. Usually Biz team creates WF request for SO creation. Once this is approved the auto-ticket will be generated to CSO team & CSO team creates the SO in system accordingly. 

Q2. How do I access the Sales Order Creation portal? 

Ans. - You can follow the below path

1.https://oms.zetwerk.com/logi
2.Enter your register email id
3.Click on sales order>SO List> Create new SO 

Q3. How will I create Sales Order/SO order? 

Ans. - Below stpes to befollowed

1.Customer Details 

2.SO Details 

3.Billing and Shipping Address 

4.Item Details 

5.Terms & Conditions

Q4. In Customer Details, what details should I add? 

Ans. - Have to update below details
1.Select Zetwerk GST
2.Sales Order Name
3.Customer Name
4.Types Of Document (LOI,Draft PO,PO) 

Q5. What is Financial Dimension ? 

Ans. - Financial dimensions are data classifiers that are used for financial reporting. Usually, financial dimensions identify information such as the purpose, cost center, and department. 
 

Q6. How many business types are available in SO creation, and what is their meaning? 

Ans. - There are three Business types are avilable in SO

1- Manage Supply Chain (is management of the flow of goods,
data, and finances related to a product or service, from the procurement of raw materials to the delivery of the product at its final destination.)Ex-Ecosystem,Agri

2- Upstream ( Upstream activities typically involve sourcing, procurement, and production processes that contribute to the creation of a product or service)-Ex-Oil & gas

3- Downstream (Downstream activities primarily involve distribution, marketing, sales, and customer service. Companies engaged in downstream activities are often retailers,
wholesalers, or service providers that are responsible for delivering the final product or service to the end user.) ex-Fabrication  

Q7. What is LOI & PO? 

Ans. - LOI stands for Letter of Intent, a document written in business letter format that declares your intent to do a specific thing like the purchase price and terms,
closing date, length of exclusivity, approvals, and much, much more. However.

PO- Post Order A purchase order (PO) is a legal document that is created by a buyer and sent to a seller to confirm their intention to purchase products and/or services. 

Q8. In SO details, what do I need to update? 

Ans. - Below are the mandatory fields to be updated in SO details

1.Type of SO
2.Financial Dimension
3.Scope of Work
4.Business Type
5.Workflow Request ID
6.Export Details
7.Currency Conversion Rate
8.Additional Information- DSO,DPO,CCC,Applicable Products
 

Q9. What is DSO,DPO,CCC ?

Ans. - 

Days Sales Outstanding (DSO)- As mentioned earlier, DSO measures the average number of days it takes for a company to collect payment after a sale has been made
Days Payable Outstanding (DPO)-DPO measures the average number of days it takes for a company to pay its suppliers. It indicates how well a company manages its accounts payable
Cash Conversion Cycle(CCC)-It is a financial metric that measures the time it takes for a company to convert its investments in inventory and other resources into cash flows from sales  

Q10. In the billing and shipping address, what information is required?

Ans. - Below fields to be added
1-Billing From
2-Billing To
3-Shipping To
4-Customer SPOC
5-Sales SPOC
6-Planning SPOC
7-Customer Project Reference

Q11.  What is HSN/SAC code?

Ans. - HSN stands for Harmonized System of Nomenclature, and SAC stands for Services Accounting Code.
HSN codes are used to classify goods for taxation purposes under the Goods and Services Tax (GST) regime in India
SAC codes are used to classify services under the GST regime in India. Each type of service is assigned a unique SAC code, which helps in determining the applicable tax rates for that particular service.  
  

Q12. What should i do if the request workflow id is not available with me ? 

Ans. - If you do not have the request id you need to create the id and update the data / manually approved dropdown while creating SO

Q13. What is export order ? How many types are there ? 

Ans. - Billing from India to outside india that is known as export order .One is GST order another one is Non GST order  

Q14. What is SEZ Order ? 

Ans. -  Special economic zone is an area in which the business and trade laws are different from the rest of the country.
 SEZs are located within a country's national borders, and their aims include increasing trade balance, employment, increased investment, job creation and effective administration.   

Q15. What should  i do if the product code is not found is SO addition ?

Ans. - You need to send the details to the MDM team to add the product in Product master. 

Q16. After SO creation what all steps are required before PO creation ? 

Ans. - Need to do Mark SO acknowledgement: attach the Acknowledge PO document and assign the PM (project manager).  

Q17. Which all field can be revised once the SO is created ? 

Ans. - Enquiry No.
Business Unit
Scope of Work
Conversion Rate
Estimated CM1.CM2
Applicable Products
 

Q18. If i have selected the wrong unit rate or tax rate for line item, can we change it ?
Ans. - We cannot change it; you need to add a new item if the billing is done against the line item.  

Q19. How can we search SO in OMS ? 

Ans. - Go to SO tab in OMS in search bar we can search with SO number / SO name & with customer name  

Q20. whom shoild i contact if i do not find the correct Tax rate agaist item selected ?

Ans. - You have to add the tax rate from MDM