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1. Create Sale Order 2. Book Sales Order 3. Check Status 4. Progress Sales Order 5. Check Status 6. Release Purchase Order 7. Import Requisition / Purchase Order 8. Link between sales order and purchase order 9. Receive the material against purchase order 10. Check Order status.
Create Sale Order Navigation: Order Management Super User >> Order Organizer
Click the Shipping tab and enter Item Number , Quantity and Receiving Organization
If order is booked successfully then a confirmation message will be displayed as shown in the below picture.
Select Drop Ship tab. At this stage we do not have any purchase orders created related to this drop ship order.
Close the Additional Line Information form. Make a note that the line status is Booked at this stage.
Lets see the workflow status. Click on Tools >> workflow status
Close the workflow status page. Go back to Line Items and select the line. Right click on it and select Progress Order option as shown below.
Click OK. The Line Status changes from Booked to Awaiting Receipt.
Make a note that we still do not have Purchase Order created for this drop ship order.
Close the order form. Navigation: Order Management Super User >> Purchase Release
A Concurrent request submit screen will pop up. Click on Parameters and enter the sales order number that we created above. By doing this concurrent request will just process this particular order instead of releasing all pending drop ship order requests.
Click Submit
Close all open forms. Navigation: Purchasing Super User >> Reports >> Run
Select Requisition Import program and click on parameters text box. Enter parameters as follows Import Source: ORDER ENTRY Import Batch ID: Leave it blank Group By: Item+ Last Requisition Number: Leave it blank Multiple Distributions: No Initiate Approval after ReqImport: Yes
Click OK. Wait until two concurrent requests Requisition Import and Create Releases are completed.
Now go back Order Management Super user responsibility Click on Order Organizer and enter the sales order number. Click find to open the sales order. Select Line Items >> Actions >> Additional Information. At this stage a purchase order is created related to this sales order. Purchase order is in Approved status because we initiated the approval process by setting the parameter Initiate Approval Process after ReqImport to yes in the above concurrent request.
If you have EDI / e-commerce gateway setup to drop the purchase order information to supplier, it should trigger now. Now Supplier has the purchase order information. Supplier ships the parts to customer and will send us back the confirmation. Once the confirmation is received we need to create a receipt. Navigation: Inventory >> Transactions >> Receiving >> Receipts.
Select the Receiving Organization that is selected on shipping tab of line items form. Click the purchase order number which is found on the additional line information form or the sales order that is created. Click find.
The Receipt form should open with the item information as shown below. Check mark the Left checkbox and if the item is Lot or Serial controlled then click on Lot Serial button.
Enter the lot number. In my case the item being used is lot controlled. Click done.
Save and close the form. Go back to Order Management and check the line status on the order form.
Now the line is shipped. To close the line run the workflow background process concurrent program.
Once the workflow background process completed the line status should change from shipped to closed.