Sales Order Entry Mobile Application

Transcription

1 SCRIPT Tutorial Name: Sales Order Entry Mobile Application Script Suggestions Here are a few ideas to keep in mind when creating the script for your tutorial: 1. Start your script with a few introductory sentences that describe what you will be doing and why it s important to the audience. You may also want to include your audience. 2. Use we and you as the voice for your script. 3. End your script with a summary of what you just did. 4. Have someone review your script before recording. This could be a coworker, or if you aren t familiar with the subject matter, it should be Development. Click here to view a sample script. Step Action on Screen Narration 1 2 Camtasia Introductory Slide Welcome to the Sales Order Entry tutorial. This tutorial discusses how to use the Sales Order Entry Mobile tablet application. You use the Sales Order Entry mobile application to provide your onthe-go sales force with a front-end order entry interface that they can use on a mobile tablet device. With the Sales Order Entry mobile tablet application, users can: Search for items and add to the shopping cart Update quantity and unit of measure Update shipping and contact information Select payment option Generate sales order

2 After you have downloaded and properly configured the mobile application on your device, you can login to the application. The home screen displays the catalog items for the customer that you have specified as the default customer. 3 You must specify a default customer address book number in the processing options of the Mobile Sales Order Entry (M42104) program. Display this screen when talking about the processing option. When you find the item that your customer wants to purchase, tap the Add to Cart button to open the Quantity window. From the Quantity window, you can edit the quantity and the unit of measure. Tap in the Quantity field to change the quantity. 4

3 The built in key is displayed and you can make your changes. 5 In this example, we have changed the quantity to 15. Tap the Add to Cart button to update the change in quantity. 6

4 We have already added the basketball item to the cart. Notice that the cart icon indicates that we have two items in our cart. Tap the Cart icon. 7 8 This screen displays information in three categories: The Shopping Cart section displays all of the items that we have in the cart. The Customer Information section displays the Customer name and a contact person for this transaction. The Order Summary section displays the charges that are associated with this order. Tap the Check Out button.

5 After you tap the Check Out button, you now have the option to specify the payment option for this order. Tap the dropdown arrow next to Payment Options Show the process flow below when talking about credit card processing. The payment options that are available to you are Check and Bill Later. If you want to use your device to accept credit cards as a payment option you must make a customization to do so. This application is designed to integrate with a third-party solution that can process credit card transactions at the point of sale. The third-party solution that you select must be able to perform all of the processing, including scanning the credit card, transmitting the credit card information to the credit card bank, and receiving purchase authorization from the bank. The third party must provide security to protect the credit card information. The Oracle JD Edwards EnterpriseOne system does not interact with or store the customer's credit card information. The tablet application interfaces with the third party only to: Provide information (sales order header and order totals) necessary to process the transaction. Receive the authorization information (transaction date,

6 transaction amount, and authorization code) returned from the third party. The JD Edwards EnterpriseOne system stores the authorization information in the Prepayments Transaction table (F004201) to support processing the sales order through the sales update and accounts receivable processes. Highlight the text The third party must provide security to protect the credit card information on the screen when saying this. The credit card payment option is available in the drop-down list only when a third-party credit card processing device is connected to the tablet. In this example, we select the Bill Later option and tap the Submit Order button. 11

7 The device displays the sales order number that was created. You can now process this sales order through the JD Edwards EnterpriseOne system. Please note the sales order number is We can see in the JD Edwards EnterpriseOne system that the order is in the base application and ready to be processed for picking and eventually shipped from our facility to the customer Camtasia End Slide This concludes the Sales Order Entry tutorial.