Before we start with the Order to cash flow process,
do the following setups:
1. Define a standard
item in the Master Item and then assign it to the shipping organization
2. Add it the price
list that we intended to use in order booking.
3. Also we are required
to make the item available in the shipping organization.
1.
Define a Standard
Item - XX Standard Item
·
While
booking an order we need to first check whether the item is assigned to the
warehouse (ship_from_org_id)
Go to Inventory
responsibility
Navigate to Master Item window
Define the item – XX Standard item and
assign it to M1 Inventory organization
·
Now
navigate to Inventory Tab, and ensure the following are enabled:
o
Inventory
Item
o
Stockable
o
Transactable
o
Reservable
·
Now
navigate to Order Management Tab, and ensure the following are enabled:
o
Customer
Ordered
o
Customer
Orders Enabled
o
Shippable
o
OE
Transactable
o
Returnable
(Optional)
o
Set
Default SO Source Type = Internal
·
Now
navigate to Invoicing Tab, and ensure the following are enabled:
o
Invoicable
Item
o
Invoice
Enabled
·
Save
your work and then using Tools Menu select Organization Assignment. Assign the
Item to M1 Organization
2.
Add the Item to the
price list – Corporate
As the item fetches the list price, it has
to be assigned to the price list as well.
3.
Perform Miscellaneous
receipt transaction in M1 inventory organization:
In order to cash process if sufficient item
quantity does not exist in the shipping warehouse then we need to perform misc.
receipt transaction to replenish the inventory with sufficient quantity.
Navigate to the Miscellaneous Transactions
window (Transactions > Miscellaneous Transaction), in the select
organization window select the M1 organization. In the Miscellaneous
Transaction window select the Type = Miscellaneous receipt and then click on
the Transaction Lines button.
Save your work and
close the form.
