Back to Back Sale Order
Definition :
Back to back order flow is used to source material from vendor after demand is
raised. System will automatically raise a requisition when material is not available in
stock and Requisition is converted to a purchase order for material procurement.
Back to Back flow :
Enter Sales Order
Book Sales Order
Progress Sales Order to create Supply Order
Requisition Import
Create Purchase / Inventory Receipt
Pick Release Sales Order
Ship Confirm
Step 1 : Creation of customer
Account Receivables →Customers →Create/Maintain Customers
Step 2: Creation of Item
Inventory→ Items →Master Items
Apply the finished goods template.
Provide List price for the item
Note : In General Planning tab provide Make or Buy Filed as Buy
If we provide Buy as a option : “ Automatic Document Creation is mandatory
(ADC screen shot will be covered below)
If we provide Make as a option : Data will interface to WIP module
In Order Management tab click Assemble to Order check box
Assign the item to all inventory organization.
Automatic Document Creation steps :
Approved Supplier List
Sourcing Rule
Assignment rule
Profile Option : “MRP”Default sourcing assignment set
Step 3 : Creation of approved supplier List
Purchasing→Supply Base→Supplier List
Step 4 : Creation of Sourcing rule
Purchasing→Supply Base→Sourcing Rules
Tag the Shipping Organization as “ Buy From” And rank the supplier as per
user request.
Once form is saved please cross check the planning active status is checked
Step 5 :Assignment of sourcing rule
Purchasing→Supply Base→Assign Sourcing Rules
Step 6: Assign the sourcing rule in MRP profile option
System Administrator→Profile→System
Tag the sourcing rule which was created earlier in responsibility level
Step 7: Creation of Blanket purchase agreement
Purchasing→Purchase Orders→Purchase Orders
Purchasing→Supply Base→Approved Supplier List→Key
Attributes→Attributes→Source Documents
Once Blanket agreement is approved, go ahead and tag the BPA in Approved
supplier list at attributes level.
Note : Release method should be “Automatic Release”
Sale Order Creation setup:
Order Management→Order Returns→Sales Orders
Step 8 : Query the customer
Step 9 : Provided the item & quantity details at the line item level
Below mentioned message will be populating,since there is no On-Hand Availability.
Once the Sales Order is booked it will be in “Supply Eligible” status.
Click on Actions tab and grill into Progress Order
Create Supply Order Eligible screen will be displayed.
Sale Order status will be changed to “External Req Requested”.
Purchasing→View→Request→Submit a new Request
“Requisition Import” report needs to be run at back end for the requisitions to be
created automatically.
Below are the parameters for running the program.
“Create Releases” report will be generated parallelly.
Below Approved Requisition details will be generated in “Requisition import report”.
Order Management→Order Returns→Sales Orders→Line items
Once the requisition is created check the Sales Order status will be “PO Open”.
Purchasing→Purchase Orders→Purchase Order Summary
Search Purchase order by querying item.
Blanket purchase agreement is approved and Released amount gets reflected.
Purchasing→Receiving→Receipts
Step 10 : Creation of Receipt.
Once the receipt created, Sales Order status will be“ Awaiting Shipping:
Order Management→Shipping→ Transactions
Click Launch Pick Release
A concurrent program will be performed at back end in order to change line status.
Status will be Ship confirm now.
Go to Delivery tab select Ship Confirm.
Account Receivables→Controls→Auto Invoice→Interface Lines
Cross check the interface line details in Receivables,whether the data as flowed from
Order management to Receivables.
Receivables→Interfaces→Auto Invoices
Run the “Auto Invoice Program”report
Receivables→Transactions→Transactions
Go to Transaction and check invoice details.
Invoice Copy in PDF format
