Om-back To Back Order 5z3wm

BACK TO BACK ORDER In Order Management

Often customers order products that you do not typically stock but that you do not manufacture either. You may want to purchase that item specifically for this order, have the supplier ship it to you, and then combine it with other items you may have purchased or stocked to create one shipment to the customer. 3

This is a Common scenario for Wholesale Distributors who use the S (Sell-Source-Ship) business model as well as for other demand channels. We call this process ‘back-to-back orders’ or ‘procureto-order’. Keys to making this business process work are automating the Purchasing document creation, having accurate status of where the line is in the process, and pegging (or hard reservation) of the supply to the demand, so that the inventory isn’t shipped to other customers once it is received.

Step 1: Define an item. Setups: Navigation: HTP Inventory IT Super > Items > Master items.

1) Item must be marked as Customer Orderable on the Order Management tab and Purchasable on the Purchasing tab. 2) Item must be marked as ‘Assemble-to-Order’ on the Order Management tab.

3) Item must be marked as ‘Build in WIP’ on the BOM tab.

4) Item must either have the make/buy flag on the General Planning tab set to ‘buy’

Step 2: Define Sourcing Rule. Navigation: HTP Purchasing IT Super > Supply Base > Sourcing Rule

You must then add this sourcing rule to the assignment set which is specified as the MRP default assignment set in the MRP: Default Sourcing Assignment Set profile option

Attaching the Sourcing Rule to Assignment set attached to profile option.

PROCESSING ORDERS USING BACK-TO-BACK ORDERS Navigation: HTP Order Management IT Super > Orders, Returns > Sales Order Enter the sales Order:

Once the line is scheduled, the ‘create supply’ sub process of the workflow will put the lines through the ‘buy ATO item’ flow which contains the auto create purchase requisition activity. Line status changes to “Supply Eligible”

Goto Action Tab and progress the order to create a Purchase Requistion.

Once you Progress Order, a window pop’s up as shown below, which will interface your data to requisition table.

And the Line status changes to “External Requisition Requested”.

Next, Requisition Import must be run to create the purchase requisition tied to the sales order line. This can be done by manually submitting the Requisition Import concurrent program, or you can schedule it to run automatically. Requisitions created by this process all have an interface source type of ‘CTO’, so you can identify and segregate these requisitions if you desire.

As we have ASL attached to B2B item, it will directly create a approved requisition and based on that it will auto create an approved PO against that supplier. And the Line status now will be “PO open”. i.e the PO has been approved and the PO qty is yet to be received.

To view the PO created, Goto Tools> Scheduling > Reservation Details “Supply Tab”

Purchasing Process Once the Purchase Order is created, the regular purchasing process takes place. Goto: HTP Purchasing IT Super to query the Purchase Order. Navigation: Purchase Orders > Purchase Order

Based on the PO created for the supplier against the sales order, we can perform the receiving.

Goto : HTP Purchasing IT Super Navigation: HTP Purchasing IT Super > Receiving > Receipts

Goto: Receiving > Receiving Transactions Query the receipt number, and perform inspection and delivery of the goods

Line status at the time of receiving the goods against the PO.

After Inspection, perform deliver action and save the record.

Once you deliver the goods, sales order line status changes to “Awaiting Shipping”

You can perform normal standard sales order process flow i.e Picking & Shipping from this stage.