Sales Order Creation in Fusion

Core Transaction Flow

Sales Order Creation:

Sign in to Fusion Financials application

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R11 Landing Page

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Navigator > Order Managment

Click on Order Management3

Create Order

Click on create order4

Enter Customer details in the sales order form5

Enter Sales Person

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In Order Lines Search for the Item Add Quantity and click on Add to add the item to Order Lines

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Add the Item to Order lines

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Once the Lines are added to the order Go to Shipping Details

In General Tab enter the required mandatory fields

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Shipping Tab

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In Supply tab Select the Warehouse from LOV

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Go to Billing and Payment Details

Select Bill To Location, Bill To Contact and Payment Terms

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Click on the down arrow in the lines and select Edit Accounting and Invoicing Rules

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Accounting Rule = Immediate

Invoice Rule = Advance Invoice

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Once all the details are entered in the Sales Order click Submit

Notice that the Status is changed to Created in Order Lines15

 

To Check the Process

Go to task -> Manage Orchestration ProcessĀ  Search with the Order Number to see the Orchestration Process

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Once clicked on Search the page will display all the details of the Order ProcessĀ  To see the Orchestration Process Click on the Orchestration Process Number

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Clicking on Orchestration Process Number will take you to the Orchestration Process where we can notice the Task and Status of the Order

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The above order status shows Task Progress is completed for Schedule and Reserve and the Next Step is Ship

Shipping Process

To do Shipping goto Go to Warehouse Operations and Select Pick Wave

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Click on Create Pick Wave

In Create Pick Wave

Enter Order Type = Sales Order

Order = 11003 (Search from LOV)

Enter Shipping Method and Click on Release Now

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Once Release now is clicked a pop up opens with Pick Wave Confirmation Details stating Number of Pick Slips generated.21

 

To see the Pick Slip go to Scheduled Process and select Print Pick Slip Report process and check the output

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Confirm the Pick Slips

Go to Pick Slips and Click on Pick Slip Number

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Select the Line for Ready to Confirm and then select Confirm and go to Ship Confirm

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Ship Confirm

Enter the Shipping Method, Gross Weight and Volume

Check the Line details and click Ship Confirm

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Once Ship Confirm is clicked a pop up shows the Confirmation for the same

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Ship Confirm triggers 2 more reports in Scheduled Process i.e. Print Packing Slip Report and Print Bill of Lading Report

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Once the Ship Confirm is done Navigate to Order Management and check the status of the Sales Order

Status will be in Awaiting Billing, if the status is in Shipped Click on Refresh and that will update the status

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Create Invoice

Once the Sales Order is Shipped now Invoice needs to be created for the same, to Create the Invoice go to Scheduled Process

Navigator -> More -> Scheduled Process

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Select Distributed Order Orchestration in Transaction Source

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Enter a Specific Sales Order number if required

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After the Successful run the output can be found in import AutoInvoice Execution Report

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Once the Import AutoInvoice Ran successfully without errors we can go to Receivables Bill to check the created Invoice

View Invoice

Navigation Receivables -> Billing

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In Manage Transactions Search with Date or Transaction Source

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And find for the Invoice using the Reference number i.e. Sales Order Number

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