om-back to back order

8/11/2019 Om-back to Back Order

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BACK TO BACK ORDER

In

Order Management


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

This is a Common scenario for Wholesale Distributors who use the S3

(Sell-Source-Ship) businessmodel as well as for other demand channels. We call this process back-to-back orders or procure-to-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 thesupply to the demand, so that the inventory isnt shipped to other customers once it is received.


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Step 1: Define an item.

Setups: Navigation: HTP Inventory IT Super User > Items > Master items.

1) Item must be marked as Customer Orderable on the Order Management tab and Purchasableon the Purchasing tab.

2) Item must be marked as Assemble-to-Order on the Order Management tab.


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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 User > Supply Base > Sourcing Rule


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

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


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PROCESSING ORDERS USING BACK-TO-BACK ORDERS

Navigation: HTP Order Management IT Super User > Orders, Returns > Sales Order

Enter the sales Order:


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Once the line is scheduled, the create supply sub process of the workflow will put the linesthrough the buy ATO item flow which contains the auto create purchase requisition activity.

Line status changes to Supply Eligible


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


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Once you Progress Order, a window pops up as shown below, which will interface your data torequisition 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 canschedule it to run automatically.

Requisitions created by this process all have an interface source type of CTO, so you can identifyand segregate these requisitions if you desire.


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As we have ASL attached to B2B item, it will directly create a approved requisition and based onthat 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.


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


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Purchasing Process

Once the Purchase Order is created, the regular purchasing process takes place.

Goto: HTP Purchasing IT Super User to query the Purchase Order.

Navigation: Purchase Orders > Purchase Order


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

Goto : HTP Purchasing IT Super User

Navigation: HTP Purchasing IT Super User > Receiving > Receipts


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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.


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After Inspection, perform deliver action and save the record.


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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.

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