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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Customer Order
You need to create a customer order: this process enables to group information and actions about your sales with your customer.
Creating a Customer Order
You can directly create a customer order if your customer did not need a sales quotation.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
  - Creating a Customer Order
    You can directly create a customer order if your customer did not need a sales quotation.
  - Changing Customer Order Status
    If your customer order is in status Planned and you validated it within the company, you need to change it to Released status.
  - Printing Customer Order Confirmation
    You can print an order confirmation for your customer.
  - Reserving an Order
    Reserving an order allows to block a sales part to avoid any movement, until someone pick the part in the stock and deliver it.
  - Delivering a Customer Order
    Perform this process if you do not need to deliver the customer order with shipment details such as handling unit (boxes, pallets etc.), weight per handling unit, etc. If you want to add those details perform: topics/t-ShipmentDetailedTrack.html.
  - Delivering a Customer Order with Shipment Details
    Perform this process if you want to deliver with specific shipment details like handling units (boxes, pallets, etc.), weight per handling unit, etc.
  - Adding an Attachment to a Customer Order
    You can add external documents to the customer order.
  - Creating a Customer Order Template
    If you frequently create customer orders with the same items, you can use a template to automatically fill in a new customer order.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Creating a Customer Order

You can directly create a customer order if your customer did not need a sales quotation.

Notice:

We advise you to create a sales quotation and change it into a customer order, see Creating a Sales Quotation.

Go to Sales > Order > Customer Order.
Click New +.

The image below appears. The fields in red are mandatory.
Select your Site and fill the field Customer with your Customer No or Name.
Once your customer is selected, some fields are automatically filled with information from the Customer Master Data, your clients already registered. If you want, you can change these default value.
Enter the mandatory information in the fields in red.

Note:
You may review fields that are not mandatory but important for your customer order like delivery information such as Ship-via, Wanted Delivery Date/Time,…
Once you have checked all the information, in the header, click Save.
Your customer order has been created.
You can specify to which department, project, or sub-department this customer order is allocated:
1. In the header, click Operations > Enter Pre Posting.
  
  The Pre-Posting pane appears.
2. You can associate the customer order to a Dept, a Project or a Sub-Dept. You can fill the three fields or choose one of them.
Note:
If you specify information in the pre-posting header, the same information is applied to each line. However, you can directly modify it in the lines.
To add your lines:
1. Go in the Lines tab.
2. Click New +.
3. Fill the fields: Sales Part No and Sales Qty. The other fields should be filled automatically.
4. Click Save.
In the lines, you need to define to which department, project, and sub-department this customer order will be allocated:

Important:
The Pre-Posting is mandatory in these lines.
1. Select one or several lines and click Operations > Pre-Posting.
  
  The Pre-Posting pane appears.
2. Associate the customer order with a Dept, a Project and a Sub-Dept.
Note:
If you specified information in the pre-posting header, the same information is applied to each line.

You need to validate your customer order in your company, then perform Changing Customer Order Status.