{"id":121,"date":"2020-09-07T00:00:00","date_gmt":"2020-09-07T00:00:00","guid":{"rendered":"http:\/\/localhost\/cloudshine-cms\/2020\/09\/07\/order-to-cash-back-to-back-buy-flow\/"},"modified":"2026-06-24T10:17:14","modified_gmt":"2026-06-24T10:17:14","slug":"order-to-cash-back-to-back-buy-flow","status":"publish","type":"post","link":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/2020\/09\/07\/order-to-cash-back-to-back-buy-flow\/","title":{"rendered":"Order to Cash Back to Back Buy Flow &#8211; Step 1: Order Creation"},"content":{"rendered":"<p style=\"text-align: left;\">End to end Order to Cash is a critical process to stay competitive.We need a modern, highly automated and integrated process with efficient fulfillment and revenue recognition.<\/p>\n<p style=\"text-align: left;\">In today\u2019s customer centric market, the flexibility to respond to demand is critical.\u00a0 We need a system that automates fulfillment regardless of the supply source with visibility throughout the fulfillment cycle.\u00a0 Seamless processing and tracking is important to ensure accurate customer shipments.<\/p>\n<p style=\"text-align: left;\">This Blog will provide the demonstration by capturing a customer order, Scheduling the Order, and Initiation of Purchase Order.<\/p>\n<p style=\"text-align: left;\">As an order entry specialist, rapid order entry and automated fulfillment allow me to better service my customers.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2423 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C1.png\" alt=\"\" width=\"1028\" height=\"484\" \/><\/p>\n<p style=\"text-align: left;\">I\u2019m Gwen, an order entry specialist. Rapid order entry, search and order status visibility\u00a0 is essential for effective interaction and to retain our customers.<\/p>\n<p style=\"text-align: left;\">With <a href=\"https:\/\/cloudshinepro.com\/\">Order Management Cloud<\/a>, I can access all of my information quickly from my tablet or computer. The springboard icons make it easy for me to access information and transactions that I routinely perform.<\/p>\n<p style=\"text-align: left;\">[Click: Order Management]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2425 size-studeon-thumb-big alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_2-760x428.png\" alt=\"\" width=\"760\" height=\"428\" \/><\/p>\n<p style=\"text-align: left;\">The Order Management Overview page embedded analytics dashboard which helps direct me to any critical actions I may need to take. Creating Orders is one click away.<\/p>\n<p style=\"text-align: left;\">[Click: Create Order]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2426 size-studeon-thumb-big alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_3-760x428.png\" alt=\"\" width=\"760\" height=\"428\" \/><\/p>\n<p style=\"text-align: left;\">Creating an order for Computer Service and Rentals.<\/p>\n<p style=\"text-align: left;\">[Enter Customer Name: Com]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2427 size-studeon-thumb-big alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_4-760x428.png\" alt=\"\" width=\"760\" height=\"428\" \/><\/p>\n<p style=\"text-align: left;\">Type ahead search, allows me to easily find and select the customer.<\/p>\n<p style=\"text-align: left;\">[Select Customer: Computer Service and Rentals]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2432 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_111.png\" alt=\"\" width=\"793\" height=\"350\" \/><\/p>\n<p style=\"text-align: left;\">Once selected, all other Order Header fields are dynamically populated; allowing me to quickly confirm the Customer Contact and Address and begin entering the desired products.<\/p>\n<p style=\"text-align: left;\">[Click: Select Item]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2429 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_7.png\" alt=\"\" width=\"790\" height=\"350\" \/><\/p>\n<p style=\"text-align: left;\">If I know the product number, I can simply enter it.<br \/>\n[Select Item: CM6755020 or CM6755021]<\/p>\n<p style=\"text-align: left;\">[Click: Enter]<\/p>\n<p style=\"text-align: left;\">\u2666 Configured and standard items have been defined for back to back buy processing.\u00a0 For configured product, you will be prompted to select the desired options.\u00a0 The configuration will carry forward to the purchase order.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2429 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_7.png\" alt=\"\" width=\"790\" height=\"350\" \/><\/p>\n<p style=\"text-align: left;\">Adding items to the order is fast and provides immediate visibility of availability and pricing. We have an active agreement with a local supplier for fulfillment for cases, as this is a cost effective way to broaden our product offerings.\u00a0 Our business process is to bring the cases in house before shipping it to the customer.<\/p>\n<p style=\"text-align: left;\">[Update Quantity if desired.]<\/p>\n<p style=\"text-align: left;\">[Click: Add]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2430 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_8.png\" alt=\"\" width=\"790\" height=\"358\" \/><\/p>\n<p style=\"text-align: left;\">To communicate expected delivery date to the supplier, I update Shipping information.<\/p>\n<p style=\"text-align: left;\">[Click: Truck Icon]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2431 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_9.png\" alt=\"\" width=\"794\" height=\"469\" \/><\/p>\n<p style=\"text-align: left;\">Changing the requested date can be done easily using the calendar.<\/p>\n<p style=\"text-align: left;\">[Click: Calendar icon]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2433 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_10.png\" alt=\"\" width=\"794\" height=\"576\" \/><\/p>\n<p style=\"text-align: left;\">With a click, I can move the requested date to the next day.\u00a0 This should allow time for our supplier to get the item to us where we can repackage and send to the customer.<\/p>\n<p style=\"text-align: left;\">[Click: Tomorrow\u2019s Date]<\/p>\n<p style=\"text-align: left;\">[Click: OK]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2434 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_11.png\" alt=\"\" width=\"794\" height=\"576\" \/><\/p>\n<p style=\"text-align: left;\">When I capture and order, I don\u2019t need to specify the source for fulfillment.\u00a0 The system uses Sourcing Rules and real-time Global Oder Promising\u00a0to determine the best source of supply based on our rules.<\/p>\n<p style=\"text-align: left;\">[Click: Estimate Order Availability]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2435 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_12.png\" alt=\"\" width=\"794\" height=\"576\" \/><\/p>\n<p style=\"text-align: left;\">Available status is On Time!\u00a0 The customer also requires another of our products.<\/p>\n<p style=\"text-align: left;\">[Click: Shopping Basket Icon]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2436 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_13.png\" alt=\"\" width=\"791\" height=\"361\" \/><\/p>\n<p style=\"text-align: left;\">I can search or enter the next item.<\/p>\n<p style=\"text-align: left;\">[Enter Item: AT1501010]<\/p>\n<p style=\"text-align: left;\">[Click: Enter]<\/p>\n<p style=\"text-align: left;\">%\u00a0 Configured and standard items have been defined for back to back buy processing.\u00a0 For configured product, you will be prompted to select the desired options.\u00a0 The configuration will carry forward to the purchase order.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2437 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_14.png\" alt=\"\" width=\"791\" height=\"361\" \/><\/p>\n<p style=\"text-align: left;\">[Click: Enter]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2438 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_15.png\" alt=\"\" width=\"791\" height=\"352\" \/><\/p>\n<p style=\"text-align: left;\">This product has options that the customer can choose.<\/p>\n<p style=\"text-align: left;\">[Click: Configure and Add]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2439 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_16.png\" alt=\"\" width=\"792\" height=\"249\" \/><\/p>\n<p style=\"text-align: left;\">Customer pricing is driven by selected options.\u00a0 I can see that with a 12 Port selection, the customer price will be reduced by $600.00.<\/p>\n<p style=\"text-align: left;\">[Click: Ethernet Option of choice]<\/p>\n<p style=\"text-align: left;\">%\u00a0 Depending on your selection the other options may be dynamically included or excluded.\u00a0 This could vary the actual results of the following screen shots.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2440 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_17.png\" alt=\"\" width=\"792\" height=\"263\" \/><\/p>\n<p style=\"text-align: left;\">The constraint based configurations engine dynamically updates related options when I choose the first option.<\/p>\n<p style=\"text-align: left;\">[Click: Uplink Module of choice]<\/p>\n<p style=\"text-align: left;\">%\u00a0 The yellow triangle icon indicates automatic exclusion.\u00a0 The blue star icon indicates automatic selection.<\/p>\n<p style=\"text-align: left;\">%\u00a0 Choosing an option that has an up charge will allow you to show component level pricing on the pegged purchase order.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2441 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_18.png\" alt=\"\" width=\"792\" height=\"251\" \/><\/p>\n<p style=\"text-align: left;\">This customer wants the enhanced Uplink, adding $400.00 to the base price.\u00a0\u00a0 Option selections can reduce or add to the base price.<\/p>\n<p style=\"text-align: left;\">[Click: Housing Color of choice]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2442 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_19.png\" alt=\"\" width=\"793\" height=\"284\" \/><\/p>\n<p style=\"text-align: left;\">With all options selected, I am ready to add the item to the order.<\/p>\n<p style=\"text-align: left;\">[Click: Finish]<\/p>\n<p style=\"text-align: left;\">%\u00a0 Optionally, you can review the configuration, using Finish and Review.\u00a0 And add the item to order from that page.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2443 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_20.png\" alt=\"\" width=\"793\" height=\"383\" \/><\/p>\n<p style=\"text-align: left;\">That completes the customer requests and I can send this order for fulfillment.<\/p>\n<p style=\"text-align: left;\">[Click: Submit]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2444 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_21.png\" alt=\"\" width=\"793\" height=\"391\" \/><\/p>\n<p style=\"text-align: left;\">[Click: Yes]<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2445 size-full alignnone\" src=\"https:\/\/cloudshinepro.com\/wp-content\/uploads\/2020\/09\/C2C_22.png\" alt=\"\" width=\"793\" height=\"394\" \/><\/p>\n<p style=\"text-align: left;\">As the Sales Specialist,\u00a0 I have continuous updates to the Status of the order as it progresses.<\/p>\n<p style=\"text-align: left;\">[Click: Refresh]<\/p>\n<p style=\"text-align: left;\">%\u00a0 Each of the items in the script have Blanket Purpose Orders and Sourcing Rules to automate the Supply Order.<\/p>\n<p style=\"text-align: left;\">%\u00a0 Release Planning Recommendations must complete before going to the next steps.\u00a0 The Supply Order generated (Purchase Requisition and Purchase Order) can take a few moments to update on the Sales Order.\u00a0 Watch for the Status to update to Awaiting Shipping.<\/p>\n<p style=\"text-align: left;\">In Next Blog the remaining process execution of the Order to Cash Back to Back Buy flow will be continued. &#8211; <a class=\"_ps2id\" href=\"http:\/\/cloudshinepro.com\/order-to-cash-back-to-back-buy-flow-step-2-po-generation\/\" data-ps2id-offset=\"\">SO Processing and PO Generation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>End to end Order to Cash is a critical process to stay competitive.We need a modern, highly automated and integrated process with efficient fulfillment and revenue recognition. In today\u2019s customer centric market, the flexibility to respond to demand is critical.\u00a0 We need a system that automates fulfillment regardless of the supply source with visibility throughout [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1109,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"seo_title":"","seo_description":"","post_key_takeaways":"","post_faqs":"","footnotes":""},"categories":[3],"tags":[77,17,6,78,79,80],"class_list":["post-121","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-cashbacktobackbuyflow","tag-cloudshinepro","tag-oraclefusion","tag-oraclefusionordertraining","tag-ordercreationprocess","tag-ordermanagement"],"_links":{"self":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/121","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/comments?post=121"}],"version-history":[{"count":1,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/121\/revisions"}],"predecessor-version":[{"id":1110,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/121\/revisions\/1110"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/media\/1109"}],"wp:attachment":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/media?parent=121"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/categories?post=121"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/tags?post=121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}