question for order management guru's

[akrao]

Hi i will explain my requirement. based on that will you explain the setups required ofr order to cash.


in my organisation 2 persons are there

1) sales rep
2) manager

sales rep will sale the product.

manager will prepare transaction(invoice) and receipt


in this process what are the setups required for order to cash flow.

[gexsfox]

[quote]
Hi i will explain my requirement. based on that will you explain the setups required ofr order to cash.


in my organisation 2 persons are there

1) sales rep
2) manager

sales rep will sale the product.

manager will prepare transaction(invoice) and receipt


in this process what are the setups required for order to cash flow.


<i><div align="right">Originally posted by akrao

[gexsfox]

oops! clicked too soon.

Please explain what do you mean by receipt. The order sales invoice is automatically generated when autoinvoice is executed. So, there is no need for the manager to do anything and no setup required for the manager. Hope this helps

[akrao]

hi gexsfox, autoinvoice program will generate only invoce or including receipt (against invoice)?

here i am asking about workflow setups for order to cash.


thanks&regards
AKRAO

[rajaryanreddy]

Hi,
header Work flow is selected based on order type u select on order header and line workflow will be selected based on line type selected on line
When we define order type we select the header workflow that should be followed and also assign possible line type and corresponding work flows
In you case say eg : we finish the process by shipping the goods and invoice can be generated by some legacy system
Then we select such workflow(ship only ) eg : It goes as
enter order-->book order-->pick select-->pick allocate-->pick confirm-->pack-->ship . The work flow gets closed here and as well order also.
The invoice generated from legacy system.
Simliarly bill only ,standard sales order,ATO,internal sales order etc

[dipti1102]

Hi,

Apart from this if you want to have the Sales person name on the Sales Order form , then when you define Customer in the customer Form in Order management there you can enter the Sales representative name.
This Sales Representative name will default if the customer is selected on the sales order form automatically.