Select Options

Add Lines to Sales

Order
Create Item BOM Build Ship Invoice
Select Options
(Use Configurator)
Add Lines to Sales
Order
Ship Invoice
Select Options
(Use Configurator)
Add Lines to Sales
Order
Build Ship Invoice
Add Lines to Sales
Order
Ship Invoice
Kits
Assemble To Order-Model
Configure To Order
Add Lines to Sales
Order
Ship Invoice
Make to Stock
Stocking Strategies
Pick To Order-Model
SO
Entry
Release
SO
Ship Confirm
SO
Simple Sales Order Cycle
SO
Book
Inventory
MTS , PTO
(Model/Item)
WIP
ATO (Model/Item)
Run Work
Flow
Background
Process
Defer Inventory
Interface
Defer Invoice
Interface
Start End
MTS
ATO
Pick Docment Set
Ship Document Set
SO
Entry
SO
Book
Return Tab: Reference Type,
Return Reason & Select the
Return Line Type
Inventory
Receiving. (MRB Sub
Inventory - Do the Inspection
if required)
Inventory
Receiving
Run Work
Flow
Background
Process
Start End
Based on your Line Type
Selection Credit Memo will
be created
Return Sales Order Cycle
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 AP
Invoices get created
Start End
Run Requests:
Purchase Release &
Requisition Import
or
Run W/F
Drop Ship - Sales Order Cycle
Customer
Maruthi Udyog
Ltd.
MRF Ltd
PO
PO
Shipping the Tyres
Note: Assuming that Customer has given order for Tyres to Maruthi Udyog Ltd
but 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
A
R

I
n
v
o
i
c
e
A
P

I
n
v
o
i
c
e
Internal
Requisition
Release the
Sales Order
Ship 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 Internal
Orders 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 To of 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
Configured
Item
Configured Item
Hold on
Shipment ?
Initiate customer if
required/check for
the hold release
criteria
Yes
Packaging Activity -
Packing Slip
generation
No
Enter packing
Details,check
documentation
Start
Enter the Sales
Order
Release Sales
Order
Scheduled the
Sales Order
Book the Sales
Order
Ship Confirm the
Delivery
Invoice to
Customer
Pick To Order (Model) Sales Order Cycle
Configured
Item
Configured Item
Hold on
Shipment ?
Initiate customer if
required/check for
the hold release
criteria
Yes
Packaging Activity -
Packing Slip
generation
No
Enter packing
Details,check
documentation
Start
Enter the Sales
Order
Create Work
Orders
Complete the
Work Order (Job
Completion)
Release Sales
Order
Create BOM &
Routings
Scheduled the
Sales Order
Book the Sales
Order
Ship Confirm the
Delivery
Invoice to
Customer
Assemble To Order (Model) Sales Order Cycle
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 and
Price - ETO Items
Make the Design
for all the new
components - ETO
Items
Generate Mfg
BOM
Create Work
Order & Issue the
Material
Complete the Job
move to Stores
For Pick Release
to be Shipped
CTO
ETO
Engineer To Order (Model) Sales Order Cycle