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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.
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.
Reserving a Package
If you have parts with the supply code: Pkg, you need to reserve it through a specific process.

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.
    - Reserving a Shop Order
      If you have parts that have a Shop Order supply code, you need to reserve them through a specific process.
    - Reserving an Invent Order
      If you have parts with the supply code: Invent Order, you need to reserve it through a specific process.
    - Reserving a Package
      If you have parts with the supply code: Pkg, you need to reserve it through a specific process.
  - 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

Reserving a Package

If you have parts with the supply code: Pkg, you need to reserve it through a specific process.

Your customer order needs to have the status Released. If not, see Changing Customer Order Status.

A package part is made of at least two separate parts that you send together.

Note:

To display what define your parts, click

> Column Chooser and add the column Supply Code. In this column, you can see if your part is a shop order or an invent order or has another supply code.

On the page Customer Order: on your line, click the three dots , click Line Details > Package Part Structure.

The Package Part Structure page appears.
Select the parts that you want in your package part, click Reservations > Manual Reservations.

A new page appears, Manual Reservations for Customer Order Line with the parts you can reserve from your stock.
Fill the field Reserved Qty with the quantity needed, for all your parts.

A dialog appears, click Yes to confirm you want to reserve the part.

When you go back to your initial Customer Order, you can see the line linked to your package part in status Reserved.

If you have shop order in your supply code you need to reserve it, perform Reserving a Shop Order.

If you finished your reservations, you need to deliver your customer order: perform Delivering a Customer Order for a delivery without specificity or Delivering a Customer Order with Shipment Details if you want to deliver with specific shipment details like handling units.

Remember:

Click the Airmar button at the top of the page to access the next process pages directly.