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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.

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 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.

It must be an exact reproduction of the real reservation that will be done in the stock.

The reservation process is different depending on if the order is for a final sales part (Invent Order), if the sales part is made of different components that build a new part (Shop Order) or if the sales part is just composed by different separate parts sent together (package part, Pkg).

If you have a shop order on your references, you need to perform Reserving a Shop Order.

If you have invent order, you need to perform Reserving an Invent Order.

If you have a package part, Pkg, you need to perform Reserving a Package.

If you have different supply code, you must perform each corresponding process.

Note:

To display what define your parts, we advise you to click

> Column Chooser and add the column Supply Code. In this column, you can see if your part is a Shop Order, an Invent Order or a Pkg.

You must reserve only reference(s) that you will deliver, see Delivering a Customer Order or Delivering a Customer Order with Shipment Details.