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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.
Sales Quotation
The sales quotation is the first step to create external documents and send an offer to a customer.
Changing a Sales Quotation into a Customer Order
If the sales quotation has been accepted by the customer, you need to change it into a customer order.

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.
  - Creating a Sales Quotation
    Create a sales quotation and fill the starting information.
  - Printing a Sales Quotation
    You need to print your sales quotation to send the offer to your customer to get his validation.
  - Changing a Sales Quotation into a Customer Order
    If the sales quotation has been accepted by the customer, you need to change it into a customer order.
  - Copying a Sales Quotation
    You want to create a sales quotation similar to another, because of their sales part or customer, you can copy this quotation and change some information.
  - Canceling a Sales Quotation
    You need to cancel your sales quotation if your customer rejected your sales quotation.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- 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

Changing a Sales Quotation into a Customer Order

If the sales quotation has been accepted by the customer, you need to change it into a customer order.

The sales quotation needs to have been validated by the customer.

In your Sales Quotation page, in the header, click Create Order.

The page Create Order from Quotation appears.
In this page:
1. In the Wanted Delivery Date/Time field, select the delivery date needed .
2. Fill the Reason ID field: it identifies why the customer accepts your sales quotation and which advantage he finds in your sales quotation .
3. You can turn on the toggle Create Order in Released Status to directly set a Released status to the customer order. If not selected, you will have to manually change the status from Planned to Released.
4. You can select the Pre-Posting toggle to specify the department, project, or sub-department to which this customer order will be allocated. A pane will appear when you validate the order to enter this information.
5. Complete any other field that you may need.
Click OK .
If you selected the Pre-Posting toggle, a pane appears:
1. Enter a Dept, a Project and a Sub-Dept.
2. Click Save.
3. Click Close.
A dialog appears. You can choose if you want to see your Customer Order:
1. If you select Yes, you go to the Customer Order page created.
2. If you select No, you stay on the page Sales Quotation.

Your Sales Quotation status changes to Closed because it becomes a Customer Order.

You need to follow the Customer Order steps now.