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Select OptionsAdd Lines to Sales

OrderCreate Item BOM Build Ship Invoice

Select Options

(Use Configurator)

Add Lines to Sales

OrderShip Invoice

Select Options

(Use Configurator)

Add Lines to Sales

OrderBuild Ship Invoice

Add Lines to Sales

OrderShip Invoice

Kits

Assemble To Order-Model

Configure To Order

Add Lines to Sales

OrderShip Invoice

Make to Stock

Stocking Strategies

Pick To Order-Model

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SO

Entry

Release

SO

Ship Confirm

SO

Simple Sales Order Cycle

SO

Book

Inventory

MTS , PTO

(Model/Item)

WIP

ATO (Model/Item)

Run WorkFlow

Background

Process

Defer Inventory

Interface

Defer Invoice

Interface

Start End

MTS ATO

Pick Docment Set Ship Document Set

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SOEntry

SOBook

Return Tab: Reference Type,

Return Reason & Select the

Return Line Type

Inventory

Receiving. (MRB Sub

Inventory - Do the Inspection

if required)

InventoryReceiving

Run Work

FlowBackground

Process

Start End

Based on your Line Type

Selection Credit Memo willbe created

Return Sales Order Cycle

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SO

Entry

Approved

Purchase

Requisition

Purchase

Order

SO

Book

Shipping Tab: Shipping

Source = External

To Find the Purchase

Requisition Number: Sales

Order Line-->Actions--

>Additional Line Info-->Drop

Ship Tab

Autocreate the Purchase

Requisition to Purchase

Order

Inventory

Receiving. (Expense Sub

Inventory)

Inventory

Receiving

Run Work

Flow

Background

Process

Run Work Flow Background

Process so that AR and APInvoices get created

Start End

Run Requests:

Purchase Release &

Requisition Import

orRun W/F

Drop Ship - Sales Order Cycle

Customer

Maruthi Udyog

Ltd.

MRF Ltd

POPO

Shipping the Tyres

Note:Assuming that Customer has given order for Tyres to Maruthi Udyog Ltdbut Maruthi in turn sources from MRF Ltd and asks him to ship from his

warehouse on Maruthi Udyog behalf. Now Maruthi Udyog Ltd will pay to MRF

Ltd for Shipping the Tyres and Customer will pay to Mauruthi Udyog Ltd.

SO SO

ARInvo

ice

AP

Invoic

e

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Internal

Requisition

Release the

Sales OrderShip Confirm

ISO

Book

Destination Org will request

for Material

To Find the Internal Sales

Order : Internal Requistion -

>Lines-->Order Number

Source Org will Ship the

Material

Destination Org will Receive

the Material

Inventory

Receiving

Run Work

Flow

Background

Process

Start End

Run Requests: Create InternalOrders in PO Module &

Order Import in OM Module

or

Run W/F

Internal Sales Order Cycle

Set Ups

1.Create Shipping Networks between Source Org (Shipping Org) and Destination Org(Receiving Org)

-- Check the Internal Order Required

2. Create a Customer like any Normal Customer and assign the Receiving Org Inventory Location to

Internal Location in the Ship Toof the Customer.

3.Ensure you have right Internal Order Type assigned in the Purchasing Options in the Purchasing

Responsibility.

Note:Internal Ordered & Internal Order Enabled " Item Attributes " must be checked in the Item

definition

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ConfiguredItem

Configured Item

Hold onShipment ?

Initiate customer ifrequired/check forthe hold release

criteria

Yes

Packaging Activity -Packing Slip

generation

No

Enter packingDetails,check

documentation

StartEnter the Sales

Order

Release SalesOrder

Scheduled theSales Order

Book the SalesOrder

Ship Confirm the

Delivery

Invoice to

Customer

Pick To Order (Model) Sales Order Cycle

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ConfiguredItem

Configured Item

Hold onShipment ?

Initiate customer ifrequired/check forthe hold release

criteria

Yes

Packaging Activity -Packing Slip

generation

No

Enter packingDetails,check

documentation

StartEnter the Sales

Order

Create WorkOrders

Complete theWork Order (Job

Completion)

Release SalesOrder

Create BOM &Routings

Scheduled theSales Order

Book the SalesOrder

Ship Confirm the

Delivery

Invoice to

Customer

Assemble To Order (Model) Sales Order Cycle

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Select Model and

Options

Select the

Standard CTO or

ETO

Request Quote

for ETO

Review any

Changes in ETO

Review the Cost

of all the Items

Book the Order

Finalise the Quote

Need to generate

Items Costs andPrice - ETO Items

Make the Design

for all the new

components - ETOItems

Generate MfgBOM

Create Work

Order & Issue theMaterial

Complete the Job

move to StoresFor Pick Release

to be Shipped

CTO

ETO

Engineer To Order (Model) Sales Order Cycle