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Sienna Business Scenarios for User Training 1 Sales

1.1 Masters Maintenance


1. 2. 3. Customer Master Material Master (Products) Customer Price Master

1.2 Sales Opportunities


1. 2. 3. 4. 5. Record Sales Opportunities Maintain status of opportunities Create Quotation for Sales Opportunity Report Opportunities by status Report Opportunities by Customer, Sales Person

1.3 Sales Quotation


1. Create/ Maintain Product Price Estimation 2. Create Quotation without opportunity reference 3. Create follow-on Quotation 4. Maintain Customer Price Master 5. Change Quotation 6. Print Quotation 7. Maintain status of Quotation 8. Create Sales Order with reference to Quotation 9. Close Quotation for lost sales 10. Report Quotations by status 11. Report Quotations by Customer, Sales Office, Sales Person

1.4 Sales Order


1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. Create/ Maintain Product Price Estimation Create Sales Order without Quotation reference Create Sales Order with reference to Sales Order Upload Sales Order for Avalon Change Sales Order Cancel/ Block Sales Order Print Sales Order Maintain status of Sales Order Create Delivery for Sales Order Report Sales Orders by status Report Sales Orders by Customer, Sales Office/ Sales person Free-of-charge Order Customer Returns Order (RMA)

14.

Sale of Scrap

1.5 Sales Delivery


1. 2. 3. 4. 5. Delivery-due list report Create Sales Delivery Print Delivery Document Combine multiple orders into one delivery (Avalon) Avalon delivery list with and without value

1.6 Sales Invoice


1. 2. 3. 4. 5. Create Proforma Invoice with reference to Sales Order Create Sales Invoice with reference to Delivery Print Invoice Create Customer Credit/ Debit notes Print Credit/ Debit notes

2 Material Requirement Planning


2.1 Master Data Maintenance
1. 2. 3. 4. Material Master Bill of Materials Material Groups MRP Controllers

2.2 Demand Planning


1. Sales Order as Demand Object 2. Manual Production/ Subcontracting Order for subsequent Sales Order consumption 3. Manual Purchase Requisition for components for subsequent MRP consumption

2.3 MRP
1. 2. 3. 4. 5. 6. Daily back-ground MRP run (Batch Job) MRP per Sales Order MRP per Finished Good Material MRP Results Analysis Stock/ Requirements Analysis Report Pegged requirements Report

3 Procurement
3.1 Mater Data Maintenance
1. 2. 3. Material Master Bill of Materials Vendor Info Records

4. 5.

Source Lists Manufacturer Part Numbers

3.2 Quotation Processing


1. 2. 3. 4. 5. Create RFQ Create Quotation Compare Quotations Create Vendor Info Record for approved Vendor Maintain Vendor in the source list

3.3 Purchase Requisition Processing


1. 2. 3. 4. 5. 6. 7. Create manual Purchase Requisitions Change PRs Mass assignment of Vendors to PRs Manual assignment of Vendor to PR PR list display Convert PR to PO: one-to-one Convert PR to PO: Combine multiple PRs to one PO

3.4 Purchase Order Processing


1. 2. 3. 4. 5. 6. 7. 8. 9. Create PO without PR Create PO without Info Record (manual pricing) Release PO Change PO Print PO PO list displays PO for Customer supplied components PO for Services Procurement with Service Master PO for Services Procurement without Service Master

3.5 Sub-Contract Order Processing


1. Create delivery list for consigned items 2. Issue consigned items to sub-contracting vendor 3. Sienna Stock at vendor report

4 Production
4.1 Master Data
1. 2. 3. 4. Material Master Bill of Materials Routings Work Centers

4.2 Production Order


1. Planned Order to Production Order Conversion (creation)

2. Manual Production Order creation 3. Change Production Order 4. Availability check for components 5. Production Order Release 6. Re-scheduling of Production Orders 7. Print Pick-list for production orders 8. Activity confirmation 9. Scrap booking during production 10. Rejects booking during production

4.3 Re-Work Order


1. 2. 3. 4. 5. 6. 7. Create Re-Work Order Change Re-Work Order Maintain components for re-work order Availability check for components Release re-work order Schedule re-work orders Print Pick List for re-work order

5 Inventory Management
5.1 Master Data
1. Inventory parameters for consumption based planning items 2. Storage Bin maintenance

5.2 Goods Receipts


1. GR for PO, to stock 2. GR for account assigned PO, to cost center 3. GR for account assigned PO, to asset 4. GR for Sub-Contract order at the ordering plant 5. GR for Sub-Contract at Avalon as a storage location of ordering plant 6. GR for Stock Transport Order 7. GR for Production/ Re-Work Order with serial numbers 8. GR for Production/ Re-Work Order without serial numbers 9. GR for Customer Returns 10. Service Entry for Services PO without Service Master 11. GR Reversal

5.3 Incoming Inspection


1. Inspection Lot creation 2. Usage Decision

5.4 Goods Issues


1. GI for Production Order/ Re-work Order 2. GI for Subcontract Order from Avalon as a storage location of ordering plant

3. 4. 5. 6. 7. 8.

GI for Subcontract Order from ordering plant GI for Stock Transport Order PGI for Sales Delivery GI to cost center GI for Returns to Vendor, in case of rejections GI reversal

5.5 Stock Transfers


1. Two-Step transfer from Plant to Plant with delivery document 2. Two-Step transfer from Storage location to Storage location within Plant (for Transfers from and to North Carolina and Avalon) with delivery document. 3. One-Step transfer from Storage location to Storage location within Plant 4. Transfer from Unrestricted to Blocked Stock 5. Transfer from Blocked to Unrestricted Stock 6. Stock Transport Order, in case of Ordering Plant - Supplying Plant relationship

5.6 Stock Adjustments


1. Stock correction (physical stock verification) 2. Material to Material stock transfer (unrestricted stock) 3. Material to Material stock transfer (scrap/ rejection)

6 Financial Accounting
6.1 Master Data
1. Chart of Accounts 2. Bank Master 3.

6.2 General Ledger Accounting


1. Creation of a JV 2. Reversing of JV 3. Planning at GL 4.

6.3 Accounts Receivable


1. Create Sales Invoice 2. Create request for Customer Credit/ Debit note 3. Create Customer Credit/ Debit note 4. Create request for Down Payment 5. Receive Customer Down Payment 6. Reverse Sales Invoice 7. Print Invoice/ Proforma Invoice 8. Print Customer Debit/ Credit notes 9. Receive Customer payment 10. Customer Account clearance

11. Print Customer Account Statement 12. Receivables Aging Analysis 13. AR Reports

6.4 Accounts Payable


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6.5 Bank & Cash Accounting


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6.6 Asset Accounting


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6.7 Period End Closing Financials


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6.8 Statutory Reports


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7 Controlling
7.1 Master Maintenance
1. 2. 3. 4. 5. 6. Cost Centers Cost Center Hierarchy Profit Centers Cost Elements Activities Key Figures for Cost Distribution

7.2 Product Costing


1. Restate Standard price for procured items 2. Standard cost estimate for Manufactured Items with Quantity Structure 3. Base Cost Planning for Standard Cost Estimate (unit costing without quantity structure?) 4.

7.3 Cost Center Accounting


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7.4 Profit Center Accounting


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7.5 Period End Closing


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7.6 MIS and Analysis


1. 2. 3. 4. 5. Order Profitability Product Profitability Customer Profitability Purchase Price Variance