Back-to-back orders - Implementation
Prerequisites
To use this function, it is necessary to apply the following setup:
Product record
Management tab
The product must be set up as managed in back-to-back order. It is also possible to specify a threshold, in sales unit quantity, from which the "Delivery method" field in the sales order lines will be initialized by default to be managed as a direct back-to-back order.
Supplier tab
The supplier selected to generate the purchase order related to the sales order depends on the choice applied to the product record at the suppliers level. The supplier to be selected can be indicated by activating the corresponding flag. By default, the first supplier of the list is selected.
Product-site record
For each site on which to manage the BOM on a specific product, it is necessary to associate on tab "Planning" an allocation rule having the ‘back-to-back order’ type at Product-Site record definition, the allocation rule having the box "Direct order mode" (1 to 1) active.
Moreover, the replenishment suggestion type must have the "Purchasing" value when covering by default the product with a direct back-to-back order. As a matter of fact, depending on the product category, it would be possible to choose a production-type back-to-back order.
Sales order (see Orders documentation
In the Line tab, when entering order lines, the "Delivery method" field must be entered. This field can be initialized by default using the setup of the product record, but specific modifications can still be applied.
Price lists (see Price lists entry documentation)
In order to initialize purchase order lines, a supplier price list must be linked to the product concerned in order to define a gross price for this product.
General parameters
The following general parameters may change the way the function is working :
Purchase
ITMBPS (defined at level Site) : Supplier referencing
POHMINAMT (defined at level User) : Order min amount control
POHMINQTY (defined at level User) : Minimum order qty control
PURCTLPRI0 (defined at level Site) : Purchase price existence control
PURPRICE (defined at level Company) : Price by default standard cost
Sales
DIRORDCTL (defined at level Company) : Back-to-back if credit exceeded
Authorizations
An authorization can be granted for this function to limit the processes to a company or a site.
Tables used
The following tables are implemented by the function :
| Table |
Table description |
|---|---|
|
BPARTNER [BPR] |
|
|
BPCUSTOMER [BPC] |
|
|
BPSUPPLIER [BPS] |
|
|
BPSUPPMVT [MVS] |
Supplier transactions |
|
FACILITY [FCY] |
|
|
ITMFACILIT [ITF] |
|
|
ITMMASTER [ITM] |
|
|
ITMMVT [ITV] |
Product-site totals |
|
PORDER [POH] |
|
|
PORDERC [POC] |
Cumulative POs before returns |
|
PORDERP [POP] |
POs price |
|
PORDERQ [POQ] |
POs quantities |
|
PPRICCONF [PPC] |
|
|
PPRICLINK [PPK] |
Purchase price list search (link) |
|
SORDER [SOH] |
|
|
SORDERP [SOP] |
Sales orders - price |
|
SORDERQ [SOQ] |
Sales orders - quantities |
|
STOCK [STO] |
Stock |
|
TABCOEFF [TCO] |
|
|
TABUNIT [TUN] |