Work flow for Back-to-Back (BtB) orders with direct delivery

To create the purchase order automatically, the Purchase order document (which is mandatory with a direct delivery) must be set for a Direct print in the Purchase order type table.

The work flow for a Direct delivery, with an automatic creation of the purchase order immediately after you exit the sales order routine, is as follows:

Using the Receive replenishment line program:

1. Enter the sales order.
2. Print the sales order confirmation.
3. Report the goods as delivered when the supplier confirms the delivery of the goods. (The normal way is that when the supplier invoice is received, the goods are confirmed as delivered). This is done via the Receive replenishment line menu item. The order is changed to ready for invoicing, meaning you can then print the invoice.

   Note: Even if the item to be used on the order line is defined to undergo a quality control check (in the Item file), you cannot indicate a printout of the Quality control note in the Purchase order type table. This is because you never receive the goods to your warehouse with a direct delivery, making it impossible to perform a QC check.

4. Print the invoice.

   Note: You do not print or confirm the pick list as you are not receiving the goods into your stock.

If you do not use the Receive replenishment line program the work flow is the same as above but instead of doing what is outlined in step 3 you would:

• Print the reception note, and
• Confirm the reception note

Note: You have to create the purchase order manually if the Purchase order document (which is mandatory with a direct delivery) is set for a Batch print in the Purchase order type table.

The work flow for a Direct delivery, with a manual creation of the purchase order is as follows:

Using the Receive replenishment line program:

1. Enter the sales order.
2. Print the sales order confirmation.
3. Create the purchase order manually via the Create BtB purchase order menu item.
4. Print the purchase order document.
5. Report the goods as delivered when the supplier confirms the delivery of the goods. (The normal way is that when the supplier invoice is received, the goods are confirmed as delivered). This is done via the Receive replenishment line menu item. The order is changed to ready for invoicing, meaning you can then print the invoice.

   Note: Even if the item to be used on the order line is defined to undergo a quality control check (in the Item file), you cannot indicate a printout of the Quality control note in the Purchase order type table. This is because you never receive the goods to your warehouse with a direct delivery, making it impossible to perform a QC check.

6. Print the invoice.

   Note: You do not print or confirm the pick list as you are not receiving the goods into your stock.

If you do not use the Receive replenishment line program, the work flow is the same as above but instead of doing what is outlined in step 5 you would:

• Print the reception note, and
• Confirm the reception note