DMS process overview

Overview

Core concepts

Medical device channel operations

1. Maintain dealer initial qualification documents and account records.
2. Maintain product registration certificates and associate products.
3. Create dealer authorization and push a distribution agreement.
4. Sync a Price Book from the approved authorization.
5. Create an order and run GSP initial qualification checks.
6. After shipment, process channel inbound and outbound.
7. Query complete channel flow for product lots.
8. Maintain quality inspection reports and terminal invoices.

Export operations

1. Maintain account, product, and trade master data.
2. Create an export contract and print the PI.
3. Push an export order from the contract.
4. Create an export shipping notice and Export Shipment Order.
5. Complete packing and customs information.
6. Print CI and PL documents.

Furniture and building-materials special-price ordering

1. Confirm that the project already has a special price request and special-price lines.
2. Create an order with the Special Price Request record type.
3. Select order products from the special-price lines.
4. Check the price, quantity, and date limits, then submit the order.

Where to start