Purchasing >  Orders >  Back-to-back orders  

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Use this function to convert a set of customer orders into supplier orders. You can generate as many purchase orders as there are sales orders.

Two choices are suggested in back-to-back orders:

  • the direct delivery of ordered products from the supplier to the customer no stock management). This is the direct back-to-back order.
  • the direct allocation of incoming stock further to the purchase order generated by the sales order. This is the back-to-back delivery order.

The back-to-back order is usually performed only on special products manufactured or ordered on demand.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Presentation

The processing of back-to-back order is carried out in a single screen.

Use one or several of the following criteria to select the set of customer orders that needs to be processed.

  • Order number ranges
  • Order site ranges, to process the orders of a given site or apply the processing to a set of sites.
  • Customer ranges, to target the orders placed by one customer or a group of customers.
  • Date range.

Click OK to launch the processing.

Once the processing has been launched, a log file displays the generated purchase orders. The orders can be viewed directly in the Orders function.

For received back-to-back order products, the calculated receipt date takes non-working days into account in the picking lead time.
For example, if there is a 4-day picking lead time including a Saturday and a Sunday, both days are not considered to calculate the receipt date. The planned receipt date is brought forward.

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Fields

The following fields are present on this tab :

Start - end range

Lower range on the order no. from which the records are selected.
The range is inclusive, it forms part of the selection.

This field displays the order number upper range up to which the records are selected.
The range is inclusive; it is considered in the selection.

Start site allowing the selection of the records to be processed.

End site used in the selection of the records to be processed.

Enter the From license plate number to select the records to be processed.

Enter the To license plate number to select the records to be processed.
  • Start date (field DATDEB)

Date from which the records are selected.
  • End date (field DATFIN)

Date until which the records are selected. This date can only correspond to the end of a period.

Printing

  • field FIL2

 
  • Print orders (field PRTFLG)

 

Code of the standard document printed during an automatic printing at the end of entry.

This field defines the destination of the calculated report. The destination types are the following:

Preview

The flow generated in a format compatible with a display (text, PDF, RTF, Word...) is displayed in a window that opens on the user workstation. This print is formatted by Crystal Reports either on the user workstation, or via a print server.

Printer

In that case, Crystal Reports uses either a local printer, or a printer that can be accessed from a print server.

Message

Crystal Reports creates a file containing the message in a format such as PDF, text, RTF, Word. This message is used as the attachment of an email sent via the Workflow engine.

File

Crystal Reports creates a file containing the message in a format such as PDF, text, RTF, Word, which is stored on the disk.

ZPL printer

The flow is controlled by a specific formatting program associated with the report and defined by a dedicated setup. This flow can be sent directly on a local printer, on a printer accessible from the print server, or stored in a file.

Archiving

Crystal Reports creates a file containing the message in a format such as PDF, text, RTF, Word. This file is addressed to a EDM system for archiving, via the EDM standard connector.
  • Server (field PRTSRV)

 
  • Printer (field PRTNAM)

 

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Batch task

This function can be run in batch mode. The standard task FUNPOHW is provided for that purpose.

Specific Buttons

Click this action to save the current settings in a Memo code to be reused later. The memo is linked to your user profile, not to the function or the screen.

If a memo code entitled STD is associated with the screen, it is loaded immediately on entering the corresponding function.

For further information on the advanced use of the Memo action, refer to the documentation on the General ergonomics of SAFE X3 software.

Click this action to enter a Memo code previously saved and change the setup.

Click this action to delete a Memo code.

Limitations

It is not possible to create direct back-to-back orders within an intercompany context.

Local menus

In addition to the generic error messages, the following messages can appear during the entry :

Change In Progress on another workstation

This message appears when another user is already in the process of modifying the sales order.

Order no. XXX Not converted Authorized credit level reached

The message is displayed when the customer of the sales order is controlled and when his credit level is exceeded.

Order no. XXX Not transformed Order cannot be delivered: customer blocked

This message appears when the sales order customer is blocked.

Order no. XXX Not transformed No price list

This message is displayed if the following conditions are met:

Order no. XXX Not converted No purchase site

This message appears when the legal company of the sales site used on the customer order has no purchasing site.

Order no. XXX Not converted YYY You do not have the rights for this site

This message is displayed when the user performing the back-to-back order processing does not have the rights on the purchase site.

Order no. XXX Not transformed Order not purchased

This message is displayed when the product does not belong to a purchased category.

Order no. XXX Not converted Direct order prohibited for this product! You must use a purchase request.

This message is displayed when the product is set up with a mandatory purchase request.

Order no. XXX Not converted No supplier

This message is displayed when no supplier is associated with the product. See the supplier tab of the product record.

 

Tables used

SEEREFERTTO Refer to documentation Implementation