2.5.4.5. Verify and pack goods
- 1C:ERP WE Process and User Guides
- 1C:ERP World Edition. Guides
- 1. E2E Process Guide
- End to End Domain Map
- 1.1. Forecast-to-Plan
- 1.2. Source-to-Pay
- 1.2.1. S2P Purchase direct materials
- 1.2.2. S2P Purchase indirect materials stored in warehouses
- 1.2.3. S2P Purchase indirect materials consumed immediately
- 1.2.4. S2P Purchase standard services
- 1.2.5. S2P Purchase ad-hoc services
- 1.2.6. S2P Purchase-to-order (sales through our warehouse)
- 1.2.7. S2P Goods return to vendor
- 1.2.8. S2P Packaging return to vendor
- 1.2.9. S2P Subcontract manufacturing
- 1.2.10. S2P Consignment procurement
- 1.2.11. S2P Procurement via vendor-managed inventory
- 1.2.12. S2P Purchase materials without PO
- 1.3. Plan-to-Move
- 1.3.1. P2M Inbound logistics
- 1.3.2. P2M Inbound from production via shop floor stockrooms
- 1.3.3. P2M Inbound directly from production
- 1.3.4. P2M Outbound logistics
- 1.3.5. P2M Production supply via shop floor stockroom
- 1.3.6. P2M Production supply directly from warehouse
- 1.3.7. P2M In-house transportation
- 1.3.8. P2M Kit-to-stock
- 1.3.9. P2M Reverse kitting
- 1.3.10. P2M Physical inventory count
- 1.3.11. P2M Stock adjustments
- 1.3.12. P2M Control stock by shelf life
- 1.3.13. P2M Internal orders for goods and works
- 1.4. Plan-to-Produce
- 1.5. Lead-to-Quote
- 1.6. Order-to-Cash
- 1.6.1. O2C Sales of goods from stock
- 1.6.2. O2C Sales of goods manufactured to order (Make-to-order)
- 1.6.3. O2C Sales of goods assembled to order (Assemble-to-order)
- 1.6.4. O2C Sales of standard services
- 1.6.5. O2C Sales of one-off services
- 1.6.6. O2C Sales of procurement services
- 1.6.7. O2C Sales of goods through our warehouse (Purchase-to-order)
- 1.6.8. O2C Customer complaints without goods return
- 1.6.9. O2C Customer complaints with goods return
- 1.6.10. O2C Customer complaints with goods exchange
- 1.6.11. O2C Provided returnable packaging
- 1.6.12. O2C Intercompany sales
- 1.6.13. O2C Consignment sales via intercompany
- 1.6.14. O2C Consignment sales
- 1.6.15. O2C Sales via agent
- 1.6.16. O2C Sales via vendor-managed inventory
- 1.6.17. O2C Pick up stock held by customer
- 1.6.18. O2C Intercompany sales of subcontract services
- 1.6.19. O2C Retail sales via POS
- 1.6.20. O2C Sales of subcontract services
- 1.6.21. O2C Sales of goods without PO
- 1.7. Record-to-Report
- 1.7.1. R2R Financial planning and budgeting
- 1.7.2. R2R Customer invoice offset
- 1.7.3. R2R Vendor invoice offset (Based on purchase order)
- 1.7.4. R2R Vendor invoice offset (Without purchase order)
- 1.7.5. R2R Intercompany invoice offset
- 1.7.6. R2R Product costing and cost controlling
- 1.7.7. R2R Period end closing
- 1.7.8. R2R General ledger accounting and reporting
- 1.8. Acquire-to-Retire
- 2. User Guide
- Functional Software Architecture
- 2.1. Budgeting and planning
- 2.1.1. Budgeting master data
- 2.1.2. Sales and operations planning master data
- 2.1.3. Budgets
- 2.1.3.1. Review last period budgets and current operational plans
- 2.1.3.2. Create purchase budgets
- 2.1.3.3. Create general expenses budget
- 2.1.3.4. Create production budgets
- 2.1.3.5. Create sales budgets
- 2.1.3.6. Create marketing activity budgets
- 2.1.3.7. Create CAPEX budgets
- 2.1.3.8. Create profit and loss, balance sheet, and cash flow budgets
- 2.1.3.9. Perform planning profitability analysis
- 2.1.3.10. Maintain values for non financial items
- 2.1.4. Budget process
- 2.1.4.1. Schedule and follow up budgeting process
- 2.1.4.2. Schedule and follow up planning process
- 2.1.4.3. Release budgets
- 2.1.4.4. Release demand plans
- 2.1.4.5. Release purchase plans
- 2.1.4.6. Release production plans
- 2.1.4.7. Resolve operational planning gaps at enterprise level
- 2.1.4.7. Release kitting plans
- 2.1.5. Sales forecasts
- 2.1.5.1. Create forecasts for special terms of sales
- 2.1.5.2. Review forecasts and actual sales under contract
- 2.1.5.3. Review figures and variances of last period sales forecast
- 2.1.5.4. Review confirmed demand plans
- 2.1.5.5. Capture sales forecasts for business units manually
- 2.1.5.6. Populate sales forecast for business unit with statistics
- 2.1.5.7. Consolidate sales forecast by business units
- 2.1.5.8. Adjust sales forecast for capital projects
- 2.1.5.9. Adjust sales forecast for R&D activities
- 2.1.5.10. Adjust sales forecast for marketing activities
- 2.1.5.11. Distribute sales forecasts from category to item level
- 2.1.5.12. Distribute sales forecast by periods based on seasonal indexes
- 2.1.5.13. Align demand plan with master planning decisions
- 2.1.5.14. Calculate sales revenue forecast and align it with budgets
- 2.1.6. Purchase plans
- 2.1.6.1. Break down demand plan into purchasing requirements
- 2.1.6.2. Convert production plan into purchase requirements
- 2.1.6.3. Receive and analyze purchasing requirements
- 2.1.6.4. Assign vendors and terms of purchase for purchasing requirements
- 2.1.6.5. Assess external supply capacity and identify gaps
- 2.1.6.6. Resolve supply capacity gaps by available means
- 2.1.6.7. Create initial feasible purchase plans
- 2.1.6.8. Align planned supply capacity with capacity requirements updates
- 2.1.6.9. Align purchase plan with master planning decisions
- 2.1.6.10. Generate plan-based purchase orders
- 2.1.7. Production plans
- 2.1.7.1. Break down demand plan into production requirements
- 2.1.7.2. Define production capacity for planning period
- 2.1.7.3. Calculate production capacity requirements and identify gaps
- 2.1.7.4. Resolve production capacity gaps by available means
- 2.1.7.5. Create initial feasible production plans
- 2.1.7.6. Align planned production capacity with capacity requirement updates
- 2.1.7.7. Align production plans with master planning decisions
- 2.1.7.8. Generate plan-based production orders
- 2.1.8. Inventory consumption plans
- 2.1.8.1. Review last period inventory consumption plan figures and variances
- 2.1.8.2. Capture inventory consumption plans for business units manually
- 2.1.8.3. Populate inventory consumption plans for business units with statistics
- 2.1.8.4. Adjust inventory consumption plans for business specifics
- 2.1.8.5. Distribute inventory consumption plans by periods based on seasonal indexes
- 2.1.9. Goods stock plans
- 2.1.10. Kitting plans
- 2.2. CRM and marketing
- 2.2.1. CRM
- 2.2.1.1. Record initial contacts
- 2.2.1.2. Qualify sales opportunities
- 2.2.1.3. Create project plans
- 2.2.1.4. Perform project activities
- 2.2.1.5. Process customer requests for quotation
- 2.2.1.6. Capture and evaluate customer complaints
- 2.2.1.7. Close customer complaints
- 2.2.1.8. Create complaints to vendors
- 2.2.1.9. Register vendor responses to complaints
- 2.2.2. Marketing
- 2.2.2.1. Perform marketing activity project tasks
- 2.2.2.2. Plan marketing activities
- 2.2.2.3. Review results and close marketing activities
- 2.2.2.4. Define bonus points accrual terms
- 2.2.2.5. Define terms for applying discounts
- 2.2.2.6. Assign discounts and bonuses
- 2.2.2.7. Maintain loyalty card kinds
- 2.2.2.8. Activate loyalty cards
- 2.2.2.9. Set up automatic accrual and write-off of bonuses
- 2.2.2.10. Accrual and write-off of bonus points manually
- 2.2.2.11. Prepare the cash register to register sales
- 2.2.2.12. Carry out sales to retail customers via POS
- 2.2.2.13. Return goods from retail customers via POS
- 2.2.2.14. Return goods from retail customers
- 2.2.2.15. Sell and activate gift cards via POS
- 2.2.2.16. Return gift card via POS
- 2.2.2.17. Register sales and returns per shift via POS
- 2.2.1. CRM
- 2.3. Sales
- 2.3.1. Sales reports
- 2.3.2. Sales master data
- 2.3.2.1. Receive customer requests for contracting
- 2.3.2.2. Maintain special terms of sales
- 2.3.2.3. Maintain contracts with customers
- 2.3.2.4. Activate contracts and special terms
- 2.3.2.5. Perform contract follow-up activities
- 2.3.2.6. Monitor contract fulfillment
- 2.3.2.7. Set up credit limits
- 2.3.2.8. Maintain consignment sales contracts
- 2.3.2.9. Maintain consignment sales terms
- 2.3.2.10. Maintain contract with customer for sales via agents
- 2.3.3. Sales management
- 2.3.3.1. Create quotations
- 2.3.3.2. Define sales prices
- 2.3.3.3. Follow up sales order progress
- 2.3.3.4. Process sales orders for goods in stock via workplace
- 2.3.3.5. Process sales orders referenced to quotations
- 2.3.3.6. Define payment terms
- 2.3.3.7. Carry out internal approval
- 2.3.3.8. Process outgoing invoices with ref. to sales order
- 2.3.3.9. Create sales invoices of assets sold
- 2.3.3.10. Request advance payment
- 2.3.3.12. Create sales return requests
- 2.3.3.13. Follow up sales return request progress
- 2.3.3.14. Issue accounts receivable adjustments
- 2.3.3.15. Issue sales adjustments
- 2.3.3.16. Process customer requests for packaging return
- 2.3.3.17. Issue customer invoices for packaging redemption
- 2.3.3.18. Define packaging and return conditions on orders
- 2.3.3.19. Issue customer invoices for one-off services
- 2.3.3.20. Fill up customer stock
- 2.3.3.21. Process goods pick-up requests from customers
- 2.3.3.22. Approve goods pick-up requests from customers
- 2.3.3.23. Pick up goods from customers
- 2.3.3.24. Adjust customer stock
- 2.3.3.25. Issue customer invoices for redeemed stock
- 2.3.3.26. Process sales orders for purchasing services
- 2.3.3.27. Issue purchase notifications to customers
- 2.3.3.28. Issue invoices for purchasing services to customers
- 2.3.3.29. Process sales orders for service
- 2.3.3.30. Issue customer invoices for services
- 2.3.3.31. Initiate goods shipment to customer
- 2.3.3.32. Check permission to ship to customer
- 2.3.3.33. Initiate goods supply on order
- 2.3.3.34. Define substitute goods
- 2.3.3.35. Issue sales return
- 2.3.3.36. Process customer invoices without ref. to sales order
- 2.3.3.37. Process sales orders for goods in stock
- 2.3.4. Consignment sales
- 2.3.5. Subcontracting services sales
- 2.4. Purchasing
- 2.4.1. Purchasing reports
- 2.4.2. Purchases
- 2.4.2.5. Specify custom requirements in purchase orders
- 2.4.2.6. Create purchase orders for assets
- 2.4.2.7. Create purchase orders based on sales orders
- 2.4.2.8. Fill in vendor prices
- 2.4.2.9. Fill in vendor payment terms
- 2.4.2.10. Follow up purchase order progress
- 2.4.2.11. Process purchase order confirmation
- 2.4.2.12. Process vendor invoices by purchase orders
- 2.4.2.13. Process vendor invoices for one-off services and assets
- 2.4.2.14. Check vendor invoice vs goods and services received
- 2.4.2.16. Initiate goods return to vendors
- 2.4.2.17. Process vendor invoices for packaging redemption
- 2.4.2.18. Specify terms for consignment procurement and submit for approval
- 2.4.2.19. Register goods pick-up by consignors
- 2.4.2.20. Create and issue purchase orders for VMI procurement
- 2.4.2.21. Fill up company stock by vendor
- 2.4.2.22. Notify vendors about VMI consumption and process vendor invoices
- 2.4.2.23. Register goods pick-up by partners
- 2.4.2.24. Adjust VMI
- 2.4.2.25. Process vendor invoices without purchase orders
- 2.4.2.26. Maintain contracts with vendors
- 2.4.2.27. Maintain special terms of purchase
- 2.4.2.28. Register goods receipt
- 2.4.2.29. Register services receipt
- 2.4.2.30. Register GR-IR adjustments
- 2.4.2.31. Maintain purchasing contracts with agents
- 2.4.3. Consignment procurement
- 2.5. Warehouse and delivery
- 2.5.1. Warehouse reports and settings
- 2.5.2. Demand fulfillment
- 2.5.2.1. Maintain inventory replenishment parameters
- 2.5.2.2. Execute backorder processing
- 2.5.2.4. Control material availability for production
- 2.5.2.5. Check material availability
- 2.5.2.6. Assess requirements for production supply
- 2.5.2.7. Follow up material supply and initiate shipment
- 2.5.2.8. Reserve goods
- 2.5.2.9. Separate supply
- 2.5.2.10. Assess direct demand for purchasing
- 2.5.2.11. Generate demand-driven purchase orders
- 2.5.2.12. Generate replenishment-driven purchase orders
- 2.5.2.13. Generate demand-driven production orders
- 2.5.2.14. Perform ATP check in Make scenarios
- 2.5.2.15. Generate demand-driven kitting orders
- 2.5.3. Internal inventory transfers
- 2.5.3.1. Transfer recycling asset components to inventory
- 2.5.3.2. Consume inventory for CAPEX
- 2.5.3.3. Maintain batch expiration dates
- 2.5.3.6. Specify custom requirements for kitting
- 2.5.3.7. Create reverse kitting orders
- 2.5.3.8. Schedule kitting orders
- 2.5.3.9. Carry out kitting
- 2.5.3.10. Confirm kitting
- 2.5.3.11. Register resource consumption for internal orders
- 2.5.3.12. Create order for internal resources consumption
- 2.5.3.13. Initiate consumption of internal resources
- 2.5.4. Warehouse management
- 2.5.5. Bin system
- 2.5.6. Surplus, shortage, stock quality change
- 2.5.7. Delivery management
- 2.5.7.1. Define delivery terms
- 2.5.7.2. Create delivery requests
- 2.5.7.3. Assess in-house transportation requirements
- 2.5.7.4. Create planned itineraries
- 2.5.7.5. Allocate transportation requirements to planned itineraries
- 2.5.7.6. Schedule itineraries
- 2.5.7.7. Release vehicles onto routes
- 2.5.7.8. Complete itinerary
- 2.6. Manufacturing
- 2.6.1. Production reports
- 2.6.2. Manufacturing master data
- 2.6.3. Production scheduling and controlling
- 2.6.3.1. Follow up production order progress
- 2.6.3.4. Create production stages in make-to-order scenario
- 2.6.3.5. Create production stages in make-to-stock scenario
- 2.6.3.6. Release production orders
- 2.6.3.7. Schedule production orders
- 2.6.3.8. Create production orders for recycling
- 2.6.3.9. Create production stages in recycling scenario
- 2.6.3.10. Confirm production
- 2.6.3.11. Create production orders for remanufacturing
- 2.6.3.12. Create production stages in remanufacturing scenario
- 2.6.3.13. Assess component availability for sales orders
- 2.6.4. Shop management
- 2.6.4.1. Prepare shop floor papers
- 2.6.4.2. Perform production/kitting
- 2.6.4.3. Complete production stages
- 2.6.4.4. Complete production stages of subcontracting
- 2.6.4.5. Perform recycling
- 2.6.4.6. Adjust started production
- 2.6.4.7. Perform internal work for production
- 2.6.4.8. Initiate production supply and create transfer orders
- 2.6.5. Shop-floor manufacturing accounting
- 2.6.5.1. Consume materials for production
- 2.6.5.2. Transfer of materials from production
- 2.6.5.3. Initiate transfer and move materials to production
- 2.6.5.4. Transfer of materials to production
- 2.6.5.5. Confirm transfer of materials from production
- 2.6.5.6. Conduct period-end closing in production
- 2.6.5.7. Post simple production
- 2.6.5.8. Record resource consumption for simple production
- 2.6.5.9. Issue materials from warehouse for shop floor stockroom
- 2.6.5.10. Register internal not-for-production works
- 2.6.5.11. Receive materials at shop floor stockroom
- 2.6.5.12. Issue products from shop floor stockroom
- 2.6.5.13. Receive products from shop floor stockrooms
- 2.6.6. Subcontracting
- 2.6.6.1. Confirm subcontracting purchase orders and send to vendors
- 2.6.6.2. Generate demand-driven subcontracting purchase orders
- 2.6.6.3. Generate subcontracting purchase orders based on production stages
- 2.6.6.4. Perform manufacturing by external subcontractor
- 2.6.6.5. Pick up products from subcontractors
- 2.6.6.6. Process vendor invoices for subcontracting services
- 2.6.6.7. Register subcontractor notifications of consumed resources
- 2.6.7. Labor cost
- 2.7. Treasury
- 2.8. Profitability and cost
- 2.8.1. Financial result reports
- 2.8.2. Income and expenses
- 2.8.2.1. Perform profitability analysis
- 2.8.2.2. Perform closing in payroll
- 2.8.2.3. Maintain expense records
- 2.8.2.4. Maintain income records
- 2.8.2.5. Charge reverse VAT based on vendor invoice
- 2.8.2.6. Maintain periodic value of indicators used in allocation by business units
- 2.8.2.7. Maintain periodic value of indicators used in allocation by cost centers
- 2.8.3. Intercompany inventory transfers
- 2.8.3.1. Set up intercompany supply schemes and terms
- 2.8.3.2. Maintain intercompany contracts
- 2.8.3.3. Process outgoing intercompany invoices
- 2.8.3.4. Accept intercompany invoices and forward for payment
- 2.8.3.5. Clear intercompany accounts
- 2.8.3.6. Fill up another company stock for consignment
- 2.8.3.7. Issue consignment sales notifications to other companies
- 2.8.3.8. Pick up goods from another company
- 2.8.3.9. Adjust intercompany consignment stock
- 2.8.3.10. Issue sales invoice for subcontracting services to other companies
- 2.8.4. Month-end closing
- 2.9. Assets
- 2.9.1. Fixed assets
- 2.9.1.1. Start CAPEX projects
- 2.9.1.2. Maintain CAPEX project structure
- 2.9.1.3. Follow up CAPEX project progress
- 2.9.1.4. Transfer assets to buyers (deferred title transfer)
- 2.9.1.5. Determine buyers of assets and terms of sale
- 2.9.1.6. Perform initial recognition of fixed assets
- 2.9.1.7. Recognize fixed asset cost addition
- 2.9.1.8. Create records in the asset catalog
- 2.9.1.9. Retire and dispose assets
- 2.9.1.10. Register asset scrapping
- 2.9.1.11. Change asset accounting parameters
- 2.9.1.12. Transfer assets
- 2.9.1.13. Carry out periodic fixed asset depreciation
- 2.9.1.14. Initiate asset decommissioning
- 2.9.1.15. Transfer of low-value assets
- 2.9.1.16. Return low-value assets from operation
- 2.9.1.17. Retire of low-value assets
- 2.9.1.18. Adjust asset cost and depreciation
- 2.9.2. Intangible assets
- 2.9.3. Repair and maintenance
- 2.9.3.1. Analyze the current asset state
- 2.9.3.2. Perform closing for repair and maintenance orders
- 2.9.3.3. Register repair and maintenance requests
- 2.9.3.4. Evaluate and approve repair and maintenance requests
- 2.9.3.5. Assign resources to R&M orders
- 2.9.3.6. Request additional resources for R&M orders
- 2.9.3.7. Schedule R&M orders
- 2.9.3.8. Release repair and maintenance orders
- 2.9.3.9. Perform repair and maintenance works
- 2.9.3.10. Close repair and maintenance orders
- 2.9.3.11. Generate planned repair and maintenance orders
- 2.9.3.12. Maintain asset structure for R&M
- 2.9.1. Fixed assets
- 2.10. General ledger
- 2.11. Master data and settings
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