Demo Script Order to Cash

Entering Sales Order

User/responsibility: Process/Order Management Superuser

Menu path:

1. Order,returns à sales order à enter sales order for customer = ‘Bigmart’, item = ‘6001’, qty = 1000, request date = 2 week from now.
2. Write down the order number
3. View item availability.
4. Book the order à review order detail,
5. View workflow status in header and line level

Perform Shipping

Menu path:

1. Shipping à transactions à query order number
2. split order line to smaller amount
3. autocreate delivery, note delivery name
4. perform pick release
5. query result, make sure the status is ‘staged’
6. perform ship confirm
7. review reports generated.

Perform Invoicing

Menu path:

1. Order,returns à Order organizer à query for order number above
2. Review sales order, check order line status
3. View invoice number, delivery number and other information in sales order.
4. Receivables à Transactions à Transactions
5. Query the invoice : F11 à enter sales order number in the reference field à enter ‘ORDER ENTRY’ in the Source field
6. Ctrl F11
7. Review the invoice
8. Receivables à Print documents à Invoices
9. Review the printed invoice

Customer Review

Menu path:

1. Customer à Standard
2. Query for customer name = ‘Big%’
3. Review customer information and fields

Price list

Menu path:

1. Pricing à Price list à Price List setup
2. Query for price list = ‘Process’
3. Review price list information and fields