{"id":130,"date":"2020-09-13T00:00:00","date_gmt":"2020-09-13T00:00:00","guid":{"rendered":"http:\/\/localhost\/cloudshine-cms\/2020\/09\/13\/order-to-cash-back-to-back-buy-flow-step-5-ar-invoice-and-so-closure\/"},"modified":"2026-06-24T10:13:44","modified_gmt":"2026-06-24T10:13:44","slug":"order-to-cash-back-to-back-buy-flow-step-5-ar-invoice-and-so-closure","status":"publish","type":"post","link":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/2020\/09\/13\/order-to-cash-back-to-back-buy-flow-step-5-ar-invoice-and-so-closure\/","title":{"rendered":"Order to Cash Back to Back Buy Flow \u2013 Step 5: AR Invoice and SO Closure"},"content":{"rendered":"

 <\/p>\n

\n

This Blog is the continuation of the Back to Back Buy Flow to cover the Accounts Receivable Invoice and Closure of the Sales Order.<\/span><\/p>\n

Visibility of order status is essential for providing excellent customer experience.<\/span><\/p>\n

Computer Services and Rentals is one of our top customers, so I return to Order Management Cloud<\/a> to verify the order status.<\/p>\n

Order To Cash Back To Back Flow<\/strong><\/h2>\n

[Sign On: <\/span>gwen.montrose<\/span>\/weekly password]<\/span><\/p>\n

[Click: Order Management]<\/span><\/p>\n

\"2016-04-19_16-54-06.png\"<\/p>\n

This quick search is a great option when I know the order I want to review.<\/span><\/p>\n

[Enter: Order Number]<\/span><\/p>\n

\"2016-04-19_16-54-20.png\"<\/p>\n

[Click: Search]<\/span><\/p>\n

\"2016-04-19_16-54-39.png\"<\/p>\n

I have immediate visibility of the current status, now Awaiting Billing.<\/span>I can assure the customer that the item has been shipped.<\/span><\/p>\n

At this stage the system creates the invoice, which is electronically sent to the customer.<\/span><\/p>\n

%<\/span>Your order lines may also appear in Status Closed, if Import Receivables Transaction Using <\/span>AutoInvoice<\/span> has already run before navigating to the order.<\/span><\/p>\n

\"2016-04-19_16-55-03.png\"<\/p>\n

End to End Order to Cash <\/span><\/p>\n

    \n
  1. Automated Invoice Creation<\/span><\/li>\n<\/ol>\n

    Changing roles once again, this time to the Receivables Specialist to verify the customer invoice.<\/span><\/p>\n

    I\u2019m Tracey Allen from Accounts Receivable.<\/span>Processing invoices accurately and on time means steady cash flow. When orders are shipped, we need to bill the customer promptly, so that we can recognize revenue and collect payment.<\/span>I can verify invoices in a snap using my springboard with intuitive groupings of icons.<\/span><\/p>\n

    [Sign In as <\/span>tracey.allen<\/span>\/weekly password]<\/span><\/p>\n

    [Click: Receivables]<\/span><\/p>\n

    %<\/span>The Import Receivables Transaction Using <\/span>AutoInvoice<\/span> must run before invoices can be viewed.<\/span>If this was not scheduled, submit the process before showing the following steps.<\/span><\/p>\n

    \"2016-04-19_16-57-38.png\"<\/p>\n

    An important part of the Order to Cash process is actually sending the invoice to the customer, so that we can collect payment.<\/span>The shipping transaction automatically sent ERP a transaction with the information required for invoicing.<\/span>This allows us to efficiently process invoices with reduced risk of billing errors.<\/span><\/p>\n

    [Click: Billing]<\/span><\/p>\n

    \"2016-04-19_16-57-51.png\"<\/p>\n

    The tasks I perform are accessed in a single click.<\/span><\/p>\n

    [Click: Tasks]<\/span><\/p>\n

    \"2016-04-19_17-00-28.png\"<\/p>\n

    I want to review the customer invoice created from the shipment.<\/span><\/p>\n

    [Click: Manage Transactions]<\/span><\/p>\n

    \"2016-04-19_17-01-10.png\"<\/p>\n

    Common search criteria make it easy for me to filter and find what I need.<\/span><\/p>\n

    [Click: Transaction Date Calendar]<\/span><\/p>\n

    [Select: Current Date]<\/span><\/p>\n

    \"2016-04-19_17-02-15.png\"<\/p>\n

    [Click: Reference]<\/span><\/p>\n

    [Enter: Order Number]<\/span><\/p>\n

    [Click: Search]<\/span><\/p>\n

    \"2016-04-19_17-03-18.png\"<\/p>\n

    The invoice was automatically passed from SCM Cloud to ERP Cloud. We can import invoices from all channels, allowing us centralized billing.<\/span>To view more details, I simply select the invoice.<\/span><\/p>\n

    [Click: Transaction Number]<\/span><\/p>\n

    \"2016-04-19_17-03-40.png\"<\/p>\n

    All details for the invoice were automatically provided, including the detailed item pricing.<\/span>The invoice was sent electronically to the customer and the invoice waiting payment.<\/span>I can view the customer invoice directly from the transaction.<\/span><\/p>\n

    [Click: View Image]<\/span><\/p>\n

    \"2016-04-19_17-05-33.png\"<\/p>\n

    The invoice image shows clear breakdown of the products and options selected for the configured product.<\/span><\/p>\n

    [Click: OK]<\/span><\/p>\n

    \"2016-04-19_17-07-25.png\"<\/p>\n

    \u2022<\/span>End to End Order to Cash <\/span><\/p>\n

    \u2022<\/span> 360\u00b0 Visibility<\/span><\/p>\n

    Returning to the order entry specialist role, I can once again review the order status.<\/span><\/p>\n

    [Sign On: <\/span>gwen.montrose<\/span>\/weekly password]<\/span><\/p>\n

    [Click: Order Management]<\/span><\/p>\n

    \"2016-04-19_16-54-06.png\"<\/p>\n

    Again, I use the quick search to quickly navigate the order that we have been processing.<\/span><\/p>\n

    [Enter: Order Number]<\/span><\/p>\n

    \"2016-04-19_16-54-20.png\"<\/p>\n

    [Click: Search]<\/span><\/p>\n

    \"2016-04-19_16-54-39.png\"<\/p>\n

    The order has been shipped and invoiced, completing the end to end integrated order to cash process.<\/span>The fulfillment tasks for the order have also been updated, reflecting the progress.<\/span><\/p>\n

    [Click: Actions]<\/span><\/p>\n

    \"2016-04-19_16-56-55.png\"<\/p>\n

    [Click: Switch to Fulfillment View]<\/span><\/p>\n

    \"A<\/p>\n

    [Click: Fulfillment Lines]<\/span><\/p>\n

    \"A<\/p>\n

    [Scroll: Right]<\/span><\/p>\n

    \"A<\/p>\n

    [Click: Order Orchestration Number]<\/span><\/p>\n

    \"A<\/p>\n

    Complete end to end Order to Cash with Back to Back Buy Supply.<\/span><\/p>\n

    \"A<\/p>\n<\/div>\n

     <\/p>\n

    Here ends the Order to Cash Back to Back flow.<\/p>\n

    If you want to learn how to Implement the flow with step by step setups please reach us and we are happy to help you with professional training.<\/p>\n

     <\/p>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

      This Blog is the continuation of the Back to Back Buy Flow to cover the Accounts Receivable Invoice and Closure of the Sales Order. Visibility of order status is essential for providing excellent customer experience. Computer Services and Rentals is one of our top customers, so I return to Order Management Cloud to verify […]<\/p>\n","protected":false},"author":1,"featured_media":1105,"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":[84,85,86,87,88],"class_list":["post-130","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-accountsreceivable","tag-accountsreceivableinvoice","tag-autoinvoice","tag-automatedinvoicecreation","tag-salesorder"],"_links":{"self":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/130","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=130"}],"version-history":[{"count":1,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/130\/revisions"}],"predecessor-version":[{"id":1106,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/posts\/130\/revisions\/1106"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/media\/1105"}],"wp:attachment":[{"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/media?parent=130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/categories?post=130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/api-demo.cloudshinepro.com\/cloudshine-cms\/in\/wp-json\/wp\/v2\/tags?post=130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}