1

• Enter Order Enter the customer details (Ship to and Bill to

address), Order type
2

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Enter the Item to be ordered and the quantity required

Line is scheduled automatically when the Line Item is saved.

Check if the item to be ordered is available in the Inventory by clicking
on Availability Button
 2
• Book Order
Book the Order by clicking on the Book Order button

Now that the Order is BOOKED, the status on the

10 header is change accordingly
3
• Pick Release

2
Pick Release is the process of putting reservation on on-hand quantity available
in the inventory and pick them for particular sales order.
3

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 On successful completion, the below message
would pop up

Enter the Warehouse

4
• Pick Confirm

 Items are transferred from source sub-inventory to

3
staging sub-Inventory. Here material transaction occurs.
4 Sales order lines status is changed to ‘picked’ and in the
5
shipping transaction form the status is show as ‘Staged/
pick confirmed’.
6

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 After ship confirm the items on the delivery gets
5
• Ship Confirm
shipped to customer at this stage

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6
• Invoice Run workflow background Process

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The Invoice created can be seen using the Receivables
responsibility
7
• Receipt Create Receipt:
2 Receivables > Receipts > Receipts

3 Enter Payment Method, Receipt Type ,Amount , Bank

Name, Branch, Account etc;
4

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8
• Transfer to GL ToEnter
transferOrder :
the Receivables accounting information to
general ledger, run General Ledger Transfer Program.
2 Receivables > View Requests

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References

https://erpschools.com/erps/articles/order-to-cash-cycle