How to handle B2B Customer Order fulfillment through STO process -Forward and return sales

[former_member407278]

Dear All,

Need your inputs on below business requirement in B2B process.

• Customer order requirement starts with Quotation approval mechanism.
• Sales order level credit check to be enabled
• After passing the credit check,sales order requirement from commercial location(maintained under different profit centre) will be send to WH location for fulfillment of customer order
• Goods will be send to commercial location and from there dispatched to final customer.

Sharing below the process flow in configuring the above said requirement.Kindly share your valuable suggestions in handling the forward and return sales process.

Forward Sales process :

• 1.Sales quotation generation.
• 2.Sales Order.
• 3.Sales order to convert to STO through customization.
• 4. STO will be raised by commercial location.
• 5. Delivery and PGI done by WH.
• 6. GRN done at commercial location.
• 7. Sales order reference invoice generated at commercial for end customer.

Return Sales process :

• 1.Return sales order at commercial location
• 2.Return Sales order to convert to return STO through cutomization
• 3.Return STO and Return delivery will be raised by commercial location
• 4. GRN done at WH location
• 5.Sales order reference credit memo generated at commercial location for end customer

Regards,

H V Kumar

[jpfriends079]

3.Sales order to convert to STO through customization.

Why customisation?

You can simply configure a schedule line category where
Order Type = NB - Purchase requisition
Item Category = 7 - Stock transfer
Acct Assgt Cat. = <Based on your requirement>

Thanks,
JP