Does your customer send call-off orders for which you do not immediately know how many and by when they will be taken? In this article, you will learn how to register these types of orders in MKG without losing track.

As a production planner, you want to be able to build and manage a complete forecast structure from a sales or production order. After all, you want insight into purchasing needs, planning load, and lead times. Forecast explosions can be automatically generated. This article explains how it works.

In a quote or order line, a specification allows you to specify an additional action for final production. Specifications can be charged to a customer independently of the number of final products and both separately or together with the final products.

The standard report 'Planning Overview Sales' provides an overview of sales orders and related production planning. Each order line displays information about items, quantities, delivery dates, planned production, reporting ready, and related operations. The report indicates whether the operation has started or finished, if the planned dates have been met, and if certain data is missing. Through visual signaling, it helps monitor delivery times and follow up on production activities.

The standard report 'Order Intake Order Lines this Year' displays the order intake of order lines within the current year. It groups the data by week, month, or quarter, depending on the selected setting. Additionally, it provides insight into the total order value, optionally broken down by sales group. The report includes a visual representation in the form of a bar chart to show trends in order intake over time.

The standard report 'Order List Financial' shows the financial status of sales order lines within a selected period. It provides insight into intake, invoiced amounts, installment invoicing, and work in progress (WIP) per order line, broken down by man-hours, material, machine costs, and outsourcing. The data is grouped per sales order or as stock order and includes both totals and ratios (such as % invoiced and % WIP).

The standard report 'Order Result per Period' shows the order result for the current fiscal year, including cost prices, revenue, and margin per invoice line. It provides insights into the added value and margin per order line, broken down by components such as man-hours, machine costs, materials, and outsourcing. The data is grouped by debtor and includes totals and percentages per cost type. The report supports the analysis of sales order profitability over time.

The standard report 'Delivery Reliability Debtors' shows the delivery reliability of deliveries to debtors. It compares the planned delivery date with the actual delivery date per sales order line and categorizes it as 'on time', 'early', or 'late'. A summary overview is provided per debtor in the form of a pivot table, with quantities and percentages per delivery status. This helps in assessing the delivery performance towards customers and identifying structural deviations.

The standard report 'Open Sales Orders Concised' shows all open sales order lines that have not yet been fully delivered. This information can be used to check which sales order lines still need to be delivered.

After you have confirmed a sales order, there may be changes in the order that you wish to communicate or confirm with the customer. For this, you can reconfirm the order. This action is very similar to confirming the order.

You may want to adjust the quantities of a sales order line later in the process. The steps you need to follow depend on the status of the sales order line. In this article, we describe several different situations along with how to correctly adjust the quantities.

You may want to change the demand provisioning of a sales order line, for example, because you selected the wrong demand solution. In such a case, it is necessary to remove the demand provisioning from a sales order line and then resolve the demand again.

This article contains the frequently used API calls for Sales Orders.

It is possible to deliver and/or invoice orders in parts. This can be done in two ways: not all lines of a sales order are delivered or invoiced at once, or not all quantities of a line are delivered or invoiced at once.

To fulfill a sales order line, the demand must first be met. MKG offers several options for this. This article briefly explains the different options.

In the My Company module, you can find the report Summary of Open Sales Orders (8638) in the sample view. This report provides an overview of all sales order lines that have not yet been delivered.

Once a sales order line is created, it undergoes various actions. Each line can progress at its own pace. Different order lines from the same order can, for instance, be delivered and invoiced at different times.

In this overview, you will find the button icons and fields of the sales order lines with a brief explanation. When you hover over a button in the MKG software, the name of the button will also appear.

Sales quotes and orders consist of a header and one or more lines. The header records the general information applicable to all lines of the quote/order. The lines contain the details of the sales products. This guide explains how to create these lines. The process is almost the same for sales orders and quotes, making the guide useful for both modules.

For the Sales Delivery Note report (8402), the (hidden) parameter 'Copy' is now available. If this parameter is checked, "Copy" will be added to the title of the report.