Back to Back Orders

Back to Back Orders

It is used whenever we have to create a PO against a SO. In here, the goods will be sent to our inventory organization & from there we’ll send it to our customers

We’ll start with creating an item in item master. In order to define an item for back to back functionality, there are 3 mandatory setups

1.)    In purchasing tab, Give the list price of the item.

2.)    In General Planning tab, Give the ‘Make or Buy’ as Buy.

3.)    In Order Management Tab, Make the item as ‘Assemble to Order’

Navigate to OM Responsibility > Inventory > Items > Item Master & give details as shown below

Give list price in Purchasing tab

In General Planning tab, in ‘Make or Buy’ Tab give it as Buy.

Whenever we give Buy, the data will be interfaced to Purchasing Module. It is mandatory to define Automatic Document Creation (ADC) for such orders

Whenever we give Make, the data will be interfaced to WIP module.

In Order Management tab, check the Assemble to Order check box.

Define ASL for the item. Navigate to Purchasing Responsibility > Supply Base > Approved Supplier List & add the item in the ASL list

Create a Blanket Purchase Agreement for this item. Navigate to Purchase Orders > Purchase Orders

Assign this BPA details to ASL Attributes. Navigate to Supply Base > Approved Supplier List à Query for the item & add the details of BPA in item attributes

Assign Sourcing Rules: Navigate to Supply Base > Assign Sourcing Rule & give details as shown below

Now create a Sales Order to check the functionality of Back to Back orders

Navigate to OM Responsibility > Orders, Returns > Sales Order

Book the order & (In Lines Tab) click on Actions > Progress Order

This will interface the data to Requisition Import tables.

Now the line status is ‘External Requisition Requested’ Now we need to go to Purchasing responsibility & run requisition import program

While the concurrent program is still running, check for the line status of Sales order

Navigate to Purchasing Responsibility > Purchase Order > Purchase Order Summary à Search by Item Name

It means that the Purchase order is created.

Navigate to Receiving > Receipts à search by PO number. Give Subinventory details & save the record

Go Back to the sales order & check the line status, it will be ‘Awaiting Receipt’

It means that the goods have arrived in our subinventory. Next is to ship the goods to our customers. Navigate to Shipping > Transactions à search by order number. Here we’ll be using complete automatic process to ship our goods

In Actions Menu, select ‘Launch Pick Release’ & click on Go

Once the deliveries are created, Go to Delivery tab & give action as ‘Ship Confirm’ & click on Go

Press OK

Line status is now ‘Shipped’

Run workflow background process with parameters as shown below. It will update the cost management system

Now the line status will be ‘Closed’

Create AR Invoice: Navigate to AR Responsibility & Run ‘Autoinvoice Master Program’ with following parameters. It will pick all the lines with status as ‘Closed’

Once the Program completes successfully, check the output for the Invoice