SD Transactions

New customer
Create new customer Ridewell with data similar to Beantown Bikes.

Procure EPAD
Procure 3000 units of EPAD @ 36 per piece from Olympic
Protective Gear.

Normal Sales Order

5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
3 days ago: You deliver the goods
2 days ago: you send the bill
Today: You receive payment

Part Delivery (1)

5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens
3 days ago: You deliver the rest
2 days ago: you send the bill
Today: You receive payment

Part Delivery (2)

5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens along with the bill for 5
dozens

3 days ago: You deliver the goods the rest along with the bill
Today: You receive payment

Part Delivery (3)

5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens along with the bill for 5
dozens
3 days ago: You deliver the goods 2 dozens
2 days ago: You deliver the goods 2 dozens
1 day ago: You deliver the rest with the bill
Today: You receive payment

Part Delivery with part payment

5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens along with the bill for 5
dozens
3 days ago you receive payment for 5 dozen
2 days ago: You deliver the goods the rest along with the bill
Today: You receive payment for rest

Combined Delivery
5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: another sales order from Ridewell for 10 dozens of
EPAD @ 500 per dozen
3 days ago: You deliver both the orders

2 days ago: You send the bill

Today: You receive payment

Quotation
5 Days Ago: Ridewell asks for quotation for 100 dozens of EPADs
4 days ago you send a quotation for EPAD @ 500 per dozen
3 days ago you receive a sales order for the above quotation
2 days ago: you deliver, send invoice for the order
Today: you receive payment

Inquiry
7 Days Ago: Ridewell Inquires price for 100 dozens of EPADs
6 Days ago: you send a reply for EPAD @ 500 per dozen
5 Days Ago: Ridewell asks for quotation wrt above inquiry
4 days ago: you send a quotation for EPAD @ 500 per dozen
3 days ago you receive a sales order for the above quotation
2 days ago: you deliver, send invoice for the order
Today: you receive payment

Down Payment
5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
Along with the order you receive down payment : 50% of the value
3 days ago: You deliver the goods
2 days ago: you send the bill
2 days ago: you settle the down payment
Today: You receive payment

Rush Order
5 days ago: Urgent sales order from Ridewell for 10 dozens of EPAD
@ 500 per dozen. You deliver the goods immediately.
2 days ago: you send the bill.
Today: You receive payment.

Cash Sales
Today: Cash sales to Ridewell for 10 dozens of EPAD @ 500 per
dozen. You deliver the goods immediately. You receive payment
immediately
Explore documents created

Customer Material Info Record

Ridewell calls EPAD as YPAD.
5 days ago: sales order from Ridewell for 10 dozens of YPAD @ 500
per dozen
3 days ago: You deliver the goods
2 days ago: you send the bill.
Today: You receive payment

Stop Delivery
5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens along with the bill for 5
dozens
3 days ago: The customer complains about quality and refuses to
take further delivery.
2 days ago: You attempt to deliver the goods the rest along with the
bill
Today: You receive payment

Stop Delivery
5 days ago: sales order from Ridewell for 10 dozens of EPAD @ 500
per dozen
4 days ago: You deliver the goods 5 dozens along with the bill for 5
dozens
3 days ago: The customer complains about quality and refuses to
take further delivery.
2 days ago: You attempt to deliver the goods the rest along with the
bill
1 day ago: you sort the quality problem and the convince the
customer to take further delivery.
1 days ago: You attempt to deliver the goods the rest along with the
bill
Today: You receive payment

Scheduling Agreement
5 days ago: Scheduling agreement with Ridewell for 100 dozens of
EPAD @ 500 per dozen: 30 dozens after 3 days, 20 dozens after 7
days, rest after 10 days.
3 days from today: process scheduling agreement and deliver the
goods.
7 days from today: process scheduling agreement and deliver the
goods.
10 days from today: process scheduling agreement and deliver the
goods.
10 days from today: Send the bill
12 days from today: You receive payment

Pricing
For Beantown Bikes you offer special Prices on purchase of epad.
For Quantities of 1-9 : 40/ unit, 10-99: 36, above 100: 34

Create conditions for the above

Create a sales order for 5 epads on Beantown Bikes. Check the
prices
Create a sales order for 15 epads on Beantown Bikes. Check the
prices
Create a sales order for 150 epads on Beantown Bikes. Check the
prices
Create a sales order for 5 epads on Ridewell. Check the prices.

Item Proposal
Ridewell always orders 10 dozens of EPAD and 100 units of KPAD
Create Item Proposal for Ridewell
5 days ago: sales order from Ridewell Item Proposal
3 days ago: You deliver the goods
2 days ago: you send the bill.
Today: You receive payment

Value Discount
We plan to give discounts to Ridewell for orders as follows: between
50 to 100 5%, 100 to 150 7% and above 150 10%
Create an order to test this.