Order to Cash (O2C) | Cycle in Order Management

By Jag - July 04, 2014
Enter the Order
Go to Order Management Super user à Orders, Returns à Sales Order
In the Main tab, enter the Customer Name, Order Type, Price List and Sales Person.


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 In the Line Items tab, enter the Item, Qty and Save. Now the Sales Order Line Status will be Entered.





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Book the Order
Click the Book Order button to Book the order.  Now the Sales Order Header wiil be Bokked and Line Status will be Awaiting Shipping.


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Pick Release
Go to Shipping à Release Sale Order à Release Sales Order
In the Order tab, enter the Order Number
https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhVSozgRQlB43OuA1F4Tt5tvEgS-hBhuO3pKWVAvY8-H7o6XO3W4tFqb4WmbKEMbPW-tLFJ1RmXWK6lAA3-aphT4DXxhkII1gmUYmd-REkSqRlyn2ECFMdXIcAs_s7VeAwIHiiGgJF0dfo/s1600/4.png In the Shipping tab, select Auto Create Delivery and Auto Pick Confirm to YES.
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Click Execute Now button. Confirmation message will be displayed.
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Go to View à Requests à Find
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Make sure that the Pick Slip Report is Completed Normal.
 
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Ship Confirm
Go to Shipping à Transactions
Enter the Order Number in the From Order Number and To Order Number field and Click Find. Shipping Transactions form opens with Delivery Number, Item details, Order Details and Customer Details.
The Line Status will be Staged/Pick Confirmed.
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Go to Delivery tab and click the Ship Confirm button. Confirm Delivery window opens. Click OK.
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Confirmation Message will be displayed.
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  Now, you can see the Line Status as Shipped.
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Auto Invoice
Go to View à Requests à Submit a New Request à Workflow Background Process.
Enter Item Type as OM Order Line
Process Deferred as Yes
Process Time Out as No
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Make Sure that the request is completed Normal.
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Navigate to Orders, Returns à Order Organizer. Enter the Order Number and click Find.
Sales Order Line Status will be Closed now.
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Right click on the line and go to Additional Line Information à Invoices.
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You can see the Invoice Number for this Order. To see Invoice details, click on the Invoice Details tab.
 
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1 comments

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