Steps for Order to Cash Flow
Create Sales Order
Perform Pick Wave
Perform Ship Confirm
Create Auto Invoice from Shipped Order Line
Post to General Ledger
Create Sales Order
Navigator –> Order Management –> Order Management
And then click on Create Order
And then click on ADD
And then click on General
and fill up Shipping Method –> FedEx Air FedEx priority overnight And then click on supply and fill up Warehouse –> 001 – Seattle And then click on save
Continue…..
And then click on action. After that click on Validate
And then click on Submit And then click on ok button
And then click on Refresh button
Your particular sales order is booked and ready for shipping Not for shipping . The item is not ready for shipping , we can say waiting for shipping
Create Pick wave
Navigator–>Supply Chain execution–>Inventory Management (Click on inventory management)
And then click on create pick wave (Under shows task –> Picks)
After fill up all required field like Ship from organization , Order, Shipping method and Release Status
And then click on Release now
Continue…
And then click on ok button
Continue…. Just we are showing here only. Here shows pick –>1 and also shows FedEx
Navigator –> Tools –> Schedule New Process
And then click on Refresh
Print Pick Slip Report –> succeeded
Pick Release Documents –> Succeeded
Apply Document Job Set Rules and output Preferences –> Succeeded
Continue….
Click on Print Pick Slip Report And then click on Republish
Continue….
Shipment (87195) –> This is shipping no
Continue_ _ _
Create Pick Confirm
Navigator –>Supply Chain execution –>Inventory Management (Click on inventory management)
And then click on confirm pick slip (Under shows task –> Picks)
First of all Search by Order, Order –> 98435 And then click on search
Continue….
And then click on 196539 (Pick Slip)
And then tick on Ready to confirm
And then click on confirm and select Confirm and Go to Ship Confirm
Continue_ _ _
Continue…..
Continue…..
And then click on Ship Confirm
And then click on Save
Just I am Showing The Shipping Confirmed
So we have final step for our shipping
STEP-5 ( Just for Check)
Navigator –> Supply Chain Execution –> Inventory Management (Click on inventory management)
And then click on Manage Shipments (Under shows task –> Shipments)
`
And then move to AR to GL Process flow
Create Invoice
Navigator–> Receivables –> Billing (Click on this)
Transactions * Create Transaction (click on this)
Fill up all required mandatory field And then click on save
Continue…..
After save we got invoice no that is 95765
Status —> Incomplete
And then go to Actions after that click on Edit Distributions and then save and close
Continue…..
And then go to Complete and create another and then click on Complete and review
Now Status showing Complete
Post to General Ledger
And then go to Actions And click on Post to Ledger
Showing View Accouting
Just I am showing view of General Accounting
Navigator–>General Accounting –> Journals
Journals * Manage Journals
This is your complete O2C Cycle
