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Sales Order and Purchase Order

The document describes processes for order management, purchasing, and finance. It outlines the steps to create a sales order including entering customer, item, price, and tax details then generating an order number. It also describes creating a purchase requisition and purchase order, sending for approval, receiving goods, and creating an invoice, payment, and accounting entries.

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Aarti Gupta
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© © All Rights Reserved
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246 views1 page

Sales Order and Purchase Order

The document describes processes for order management, purchasing, and finance. It outlines the steps to create a sales order including entering customer, item, price, and tax details then generating an order number. It also describes creating a purchase requisition and purchase order, sending for approval, receiving goods, and creating an invoice, payment, and accounting entries.

Uploaded by

Aarti Gupta
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Sales Order, Receipt (Order Management and Finance)

Create Sales Order

Enter if not available


Create Customer
Customer

if available

Enter Customer name Enter Ship-to and Bill- Order no. generate
Enter Customer PO Enter Payment Terms
and number to location automatically

Enter Quantity and


Order Booked Enter Request Date Enter Item Enter Order Type
Price

Create Receipt Enter Tax Details Inventory


Create Item

Assign item to Organization

Purchase Requisition, Purchase Order and Receipt (Purchasing, Finance)

Enter Quantity and


Identify Needs Create Requisition Enter Item Enter Need-by-date
Price

Create PO using Auto Requisition sent for Enter Requester and


Requisition Approved
Create approval Organization
Create Supplier

if not available
Enter Supplier Enter Tax Details PO sent for approval PO approved

Match PO and
Verify Tax Details Enter PO Create Invoice in AP Goods Receipt
Receipt

Validate Invoice Create Accounting Transfer to GL

Create Payment
Transaction

Select Bank and


Cheque

Create Accounting

Transfer to GL

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