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One-pass method versus Two-pass method |
  
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One-pass method versus Two-pass method |
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One-pass method
One-pass Order Entry and Invoicing, also called direct billing, refers to the case where you enter Sales Orders and then directly produce the Sales Invoices, which would typically include a copy with blackouts to use as a packing slip. You can enter a Sales Order and immediately Invoice it, or you can enter a number of Sales Orders and then Invoice them all.
One-pass is common in environments where the following characteristics apply ...
| • | When there is good correspondence between physical Inventory ( i.e. the actual goods in the warehouse), and book Inventory (i.e. the Inventory position as it is reflected in the computer). |
| • | When all quantities and charges can be determined at the time of entering the Sales Order. That is, when there are no variable quantities such as actual weights or variable charges such as cutting or special assembly for example. |
| • | When a copy of the Sales Invoice is suitable for use as a packing slip. That is, when the number of line items on typical invoices and the size of the warehouse is such that it isn't necessary for warehouse efficiency to produce a pick slip in Bin number sequence to make it easier to assemble the order. |
If any of these conditions do not apply then you would likely use the Two-pass method.
Two-pass method
First pass
You can enter a Sales Order and immediately print the Picking Slip for it, or you can enter a number of Sales Orders and set their Action value to "Print Picking Slip" as you enter them and then after they’ve all been entered you can print the Picking Slips for them all.
| • | Enter the Sales Orders. |
| • | Print the Picking Slips. |
| • | These Picking Slips go to the warehouse. |
Second pass
The warehouse fills these orders; completes the Picking Slips; and returns the Picking Slips to Invoicing. These completed Picking Slips show the actual quantities picked and information on variable charges if applicable.
| • | Change the affected Sales Orders as applicable. If the actual quantities shipped are different then change them. If there are variable charges then enter or change them. |
| • | When all applicable changes are made to a Sales Order, set the Action value to "Invoice this Order" to release this Sales Order for Sales Invoicing later. |
Specifying your method
Your current Sales Orders method is determined by your "Picking Slips" choice in the Sales Setup task.
"None" means One-pass method. This is the default.
"Picking Slips show OnOrder Quantity" or "Picking Slips show Allocated Quantity" are the two variations of the Two-pass method.