Third-Party Order Processing

Purpose
The French branch of the IDES Group is purely a sales company, without its own production plants, and is responsible for the French-speaking market The goods can be deli!ered to the customer in different ways" Deli!ery from the company#s own stock, which is procured from other IDES group sites by means of stock transfer $see Cross-Company Sales Processing% Deli!ery from the stock of another IDES group company $see Cross-Company Sales Processing% Deli!ery by an e&ternal supplier $third-party order processing)

In third-party processing the company transfers the sales order to an e&ternal !endor This !endor deli!ers the goods directly to the customer and in!oices the IDES company The customer recei!es an in!oice from the IDES company#s sales office 'ou can find more information about this process under

Process Flow
'ou can find the data for this process under ( )reating Sales *rders and +urchase ,e-uisitions . )reating a +urchase *rder / +osting a Goods ,eceipt 0 +osting In!oice ,eceipt for +urchase *rder 1 In!oicing the Sales *rder

Creating Sales Orders and Purchase Requisitions

Use
In this first process step, you act as an employee in the sales order processing department for the sales organi2ation in France The customer orders a material that is to be deli!ered with third-party order processing

Procedure
( )all up the transaction as follows" Menu Path Logistics Sales and Distribution Sales Order Create 345(

Transaction Code . Enter the following data" Field *rder type Sales organi2ation Distribution channel Di!ision / 0 )hoose Enter the following data" Field Sold-to party +urch order no +* date ,e- deli! date +ricing date ;aterial *rder -uantity 1 < )hoose In the dialog bo&, choose

Data *, $standard order% ..55 (5 55

Data .15( 6E-787500 Today9s date Today#s date :. working days Today9s date ;-5. .

The system goes to the Standard Order: Purchase Order Scheduling screen, because it cannot meet the re-uested deli!ery date

The item is scheduled automatically in the sales order, taking into account the planned deli!ery and processing times for the purchase The purchase processing time is the time needed to con!ert a purchase re-uisition into a purchase order It is determined for each plant For plant ..55, it is one working day The planned deli!ery time $taken from the purchasing information record% is fi!e calendar days 7 8 = )hoose Complete dlv. Select the item and choose 'ou see that the system has generated two schedule lines The first schedule line contains the same date as the customer#s re-uested deli!ery date >o -uantity is confirmed for this date The date for the second schedule line is based on automatic purchase order scheduling The order -uantity is confirmed for this date (5 Select the second schedule line, then choose (( )hoose the Procurement tab page. (. )hoose Edit in the E ternal procurement section

?hen you sa!e the sales order, the system enters the number of the purchasing document in the Purchase re!uisition field (/ 'ou see in the Procurement options section that the system has proposed !endor (5(5 $Sunny Electronics Gmb@%

The system has proposed this !endor because it has been selected as the fi&ed procurement source in the source list for material ;-5. 'ou can change this proposal by going to Edit "ssign supply source 14. )hoose Environment #aster data $n%o record. (1 )hoose Purch. org. data & In the Control section, a planned deli!ery time of 1 days is gi!en This time is necessary if the material is procured from !endor (5(5 The purchase scheduling time has been based on this deli!ery time (< )hoose until the Create Standard Order: Overvie' screen appears 17. Select the item and choose (oto $tem )e ts. (8 Double-click on the Purchase order te t line an enter the following data:

Field Aanguage $below right% (= Enter the following te&t in the te&t editor"

Data English

*oti%y #r. Dupic at +ernadin S" by telephone 'hen the delivery is due to arrive .5 )hoose .( *n the Create Standard Order: $tem Data screen, choose The ,B/ System issues a sales order number .. ;ake a note of the document number ./ )hoose until the o!er!iew tree appears In the dialog bo& choose *o

reating a Purchase Order

Use
4 purchase re-uisition was created from the sales order In purchasing, a purchase order is created based on this re-uisition In this first process step, you act as an employee in purchasing group ..5 for the French IDES company

Procedure
( )all up the transaction as follows" Menu Path Logistics #aterials #anagement Purchasing Purchase ,e!uisition -ollo'-On -unctions Create Purchase Order .ia "ssignment List ;E18

Transaction Code . Enter the following data" Field +urchasing group +urchasing organi2ation

Data ..5 ..55

3endor +lant Scope of list Deli!ery date / 0 1 )hoose

(5(5 ..55 4 Today#s date :. working days

+lace the cursor on the second line for the selected !endor, and choose Process assignment Enter the following data" Field *rder type Data >6

<

)hoose

If any other purchase orders are a!ailable for the current date, the system displays the Create Purchase Order: $ncrease PO dialog bo&, which you can use to e&pand the a!ailable purchase orders In this case, choose *e' purchase order. 7 8 = *n the left side of the screen, under Open re!uisitions, select the purchase re-uisition number )hoose To open the header data area 2u Cffnen, wDhlen Sie

/eader (5 To display the address of the !endor, choose the "ddress tab page (( To open the $tem details area, choose $tem details (. )hoose the Delivery tab page

The goods receipt indicator is acti!ated as a default !alue This means that goods receipt has to be posted for a third-party item +osting goods receipt is demonstrated in another process step In system settings, you can use the account assignment category to control whether goods receipt is defined for a third-party item (/ )hoose ;ake a note of the purchase order number (0 )hoose until the o!er!iew tree appears (1 )all up the transaction as follows"

Menu Path

Logistics #aterials #anagement Purchasing Purchase Order #essages Print0)ransmit ;E=F

Transaction Code (< Enter the following data" Field Document number (7 )hoose

Data 'our +* number

(8 Select the purchase order and choose Display message

>ote the te&t about deli!ery notification that has been taken from the sales order item (= )hoose .5 Select your purchase order, then choose Output message

The system indicates that the message has been issued $green tick% In this e&ample, the message has been configured so that it is entered in a spool re-uest first and is not output immediately .( )hoose until the o!er!iew tree appears

Posting the Goods Receipt

Use
The supplier reports to the purchasing department that the materials ha!e been deli!ered to the customer

Due to the fact that third-party order processing is a goods mo!ement from the supplier directly to the customer, this does not affect in!entory management @owe!er, the purchasing department at IDES France wants to record the deli!ery to the customer in the system and creates a goods receipt for the third-party order +osting goods receipt has the following effects" In!entory is not updated Goods receipt is posted directly to consumption

The order !alue is posted to a G,BI, clearing account for in!oice !erification Goods receipt can be monitored in the purchase order history

Procedure
( )all up the transaction as follows" Menu Path Logistics #aterials #anagement $nventory #anagement (oods #ovement (oods ,eceipt -or Purchase Order PO *umber 1no'n ;IG*

Transaction Code . Enter the following data" Field +urchase order / )hoose

Data 'our purchase order number

The system copies the header data of the purchase order into the header data area of the G, document The purchase order items are copied into the item o!er!iew The +* number you entered is copied into the Current PO order field, and the PO number field is once again ready for input If you click on indi!idual items, the system displays an item data screen, which allows you, for e&ample, to change the incoming -uantity 0 In the header data area of the (eneral tab page, enter the following data" Field Document date +osting date 1 < 7 To open the item detail area, choose Detail Data. Data TodayEs date $default% TodayEs date $default%

)hoose the 21 tab page to check your organi2ation data In the item o!er!iew area, select O1 for your item

If the *F indicator in the item o!er!iew area is not acti!e, close the item detail area or select $tem O1 in the lower area of the item detail

)hoose Post

The system confirms the posting and assings a material document number ;ake a note of this number = )hoose until the o!er!iew tree appears

Posting the n!oice Receipt "or Purchase Order

Use
The e&ternal supplier has shipped the materials to the customer and bills IDES France for the deli!ery In in!oice !erification, you post the in!oice receipt

Procedure
( )all up the transaction as follows" Menu Path Logistics #aterials #anagement Purchasing Purchase Order -ollo'-On -unctions Logistics $nvoice .eri%ication ;I,*

Transaction Code 2. )hoose Edit Switch company code

In the Enter Company Code dialog bo&, the system displays the company code that is currently acti!e for in!oice !erification This refers to the company code last used by the user / Enter the following data" Field )ompany code 0 1 )hoose In the field abo!e the item o!er!iew, use the F0 input help to choose Purchase order0Scheduling agreement $if it is not already defaulted% 'ou can also use this acti!ity, for e&ample, to enter in!oices with reference to the deli!ery schedule The system defaults the !alue last entered by the user < *n the +asic Data tab of the header data area, enter the following data" Field In!oice date Data Today#s date Data ..55

+osting date Ta& amount, right field To the right of the Purchase order0Scheduling agreement field 7 )hoose

TodayEs date $default% E0 $T34 AEE .5,<G sur importation% 'our purchase order number

In the item o!er!iew, the system displays the purchase order data In the balance field, it displays the net amount that is re-uired to calculate the gross amount The traffic light in the balance field is red The !alue of the goods deli!ered plus 34T is normally entered on the in!oice sent to you by the !endor In this scenario, we simulate this procedure and determine the in!oice amount oursel!es 8 Enter the following data" Field 4mount Data Determined gross amount Select = )hoose

?hen you confirm your entries, the traffic light in the balance field changes to green (5 )hoose If you are re-uested by the system to enter a barcode, choose The system confirms with the message Document no....created (( )hoose until the o!er!iew tree appears

n!oicing the Sales Order

Use

4fter recei!ing the in!oice for the third-party order, the customer is billed for the rele!ant order in this step

Procedure
( )all up the transaction as follows" Menu Path Logistics Sales and Distribution +illing +illing Document Process +illing Due List 3F50

Transaction Code . Enter the following data" Field 6illing date from 6illing date to Sales organi2ation Sold-to party *rder-related $in the Documents to be selected section% Deli!ery-related $in the Documents to be selected screen area% / )hoose Display +illList

Data Today9s date TodayEs date $defaulted% ..55 .15( Select

Deselect

The system proposes all the orders due on the current date for the selected sales organi2ation

>ote that there could be more orders $from pre!ious processes% ready for billing than you created in this process If this is the case, deselect the orders that do not belong to your process The in!oice receipt for the purchase order has updated the billing date of the order item It can now be found in the billing due list, with the posting date of the in!oice receipt document 0 )hoose The system generates a group number for the billing documents that you ha!e created 1 +lace the cursor on the group number and then choose Documents The in!oices created for the group number are displayed in a list < +lace the cursor on the sales document and choose Disp. doc

The system copies the amount to be billed from the in!oice receipt document, which has been posted based on the incoming in!oice 7. Select the item, then choose (oto $tem $tem conditions The item condition 3+,S $)ost% is displayed

The amount of the incoming in!oice has been transferred as the cost of the billing document $net !alue minus / percent cash discount% 8 )hoose until the o!er!iew tree appears