Receiving of Customer Purchase Orders - Revision history

Khkoh: /* Order Balance */

2026-04-21T09:08:50Z

Order Balance

← Older revision		Revision as of 17:08, 21 April 2026
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	# An Order Balance document is sent by the customer to inform the supplier of the remaining balance of an order.		# An Order Balance document is sent by the customer to inform the supplier of the remaining balance of an order.
	# Users may use the received Order Balance information to reconcile and verify the Sales Order balance in the system.		# Users may use the received Order Balance (OB) information to reconcile and verify the Sales Order balance in the system.
			# It is important to note that if there is OB received from the customer, the Order Note Reference must be quoted. Currently, Highnix System is able to capture the latest OB Order Note. It is the user's responsibility to ensure that the order note is quoted correctly.
	[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1. Customer Purchase Order list]]		[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1. Customer Purchase Order list]]
	[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2. Creating a Sales Order from a Customer Purchase Order]]		[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2. Creating a Sales Order from a Customer Purchase Order]]

	Go to next topic: [[Process the Sales Order]]		Go to next topic: [[Process the Sales Order]]

Khkoh: /* Order Balance */

2025-12-14T08:03:40Z

Order Balance

← Older revision		Revision as of 16:03, 14 December 2025
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	[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2. Creating a Sales Order from a Customer Purchase Order]]		[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2. Creating a Sales Order from a Customer Purchase Order]]

	Go to ~~the~~ next ~~related page~~: [[Process the Sales Order]]		Go to next topic: [[Process the Sales Order]]

Khkoh: /* Receiving Customer Purchase Orders */

2025-12-13T10:25:39Z

Receiving Customer Purchase Orders

← Older revision		Revision as of 18:25, 13 December 2025
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	__FORCETOC__		__FORCETOC__
	== Receiving Customer Purchase Orders ==		== Receiving and Processing of Customer Purchase Orders ==

	# Customers may send Purchase Orders (POs) to the seller via the Peppol network. In Highnix, a customer Purchase Order is treated as a Sales Order (SO).		# Customers may send Purchase Orders (POs) to the seller via the Peppol network. In Highnix, a customer Purchase Order is treated as a Sales Order (SO).

Khkoh at 10:23, 13 December 2025

2025-12-13T10:23:14Z

← Older revision		Revision as of 18:23, 13 December 2025
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	__FORCETOC__		__FORCETOC__
			== Receiving Customer Purchase Orders ==

	~~== Receiving of Customer Purchase Orders ==~~		# Customers may send Purchase Orders (POs) to the seller via the Peppol network. In Highnix, a customer Purchase Order is treated as a Sales Order (SO).
			# Once the SO is delivered to your Access Point (AP), an email notification will be sent to the designated person in charge to inform them of the incoming document.
	# ~~A customer~~ may send a Purchase ~~Order~~ to the seller ~~through~~ the Peppol network. In Highnix, a customer Purchase Order is ~~referred to~~ as a Sales Order (SO).
	# Once the SO is delivered to your Access Point (AP), an email notification will be sent to the person in charge to ~~alert~~ them of the incoming document.
	# Log in to the Highnix ERP system and navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''.		# Log in to the Highnix ERP system and navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''.
	# Click on the '''Import''' button. The system will connect to the AP, ~~download the~~ customer Sales Orders, and display them ~~on the screen~~.		# Click the '''Import''' button. The system will connect to the AP, retrieve customer Sales Orders, and display them in a list.
	# ~~You may then click on~~ the processing icon to handle the selected SO document.		# Click the relevant processing icon to handle the selected SO document.

	=== Types of Advance Ordering ===		=== Types of Advance Ordering ===

	# There are four types of Sales Order documents:		# There are four types of Sales Order documents that may be received:
	## New Sales Order		## New Sales Order
	## SO Change		## Sales Order Change
	## SO Cancellation		## Sales Order Cancellation
	## SO Balance		## Sales Order Balance

	=== Receiving ~~the customer PO~~ (~~or SO~~) into Highnix ===		=== Receiving Customer POs (Sales Orders) into Highnix ===

	# All SO documents ~~flow~~ through the Peppol network and are first received by the Access Point (AP).		# All Sales Order documents are transmitted through the Peppol network and are first received by the Access Point (AP).
	# ~~When~~ the AP ~~receive the PO, it~~ will send an email to alert the users.		# Upon receipt of a PO, the AP will send an email notification to alert the users.
	# To transfer the SO from the AP into Highnix, the user must manually ~~trigger~~ the import process.		# To transfer the Sales Orders from the AP into Highnix, the user must manually initiate the import process.
	# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''. (~~See~~ Fig 1)		# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import''' (see Fig 1).
	# Select the required date range and click on the '''Import''' button.		# Select the required date range and click the '''Import''' button.
	# All SO documents within the selected date range will be imported and ~~listed~~ on the screen.		# All Sales Order documents within the selected date range will be imported and displayed on the screen.
	# In the first column of the list, the document type will be shown as , '''Order, OrderChange''', '''OrderCancel,''' or '''OrderBalance'''.		# In the first column of the list, the document type will be shown as '''Order''', '''OrderChange''', '''OrderCancel''', or '''OrderBalance'''.

	=== Processing ~~the~~ New Purchase Orders ~~from the List~~ ===		=== Processing New Purchase Orders ===

	# Click on the Order ID number (only ~~Order~~)~~, a~~ portal will ~~appear~~ and ~~on the portal, the~~ order information modal will ~~appear on~~ the top right corner ~~and user can~~ highlight, copy and paste the information to create a new SO in Highnix ~~System~~.		# Click on the '''Order ID''' number (for '''Order''' documents only).
	# The creation of new SO (Fig 2) is the same as ~~the other process~~.		# A portal will open, and an order information modal will be displayed at the top-right corner.
			# Users may highlight, copy, and paste the information from the modal to create a new Sales Order in the Highnix system.
			# The creation of a new Sales Order (see Fig 2) follows the same process as standard Sales Order creation.

	=== Processing of Change ~~PO, Cancel PO~~ ===		=== Processing Change Orders and Cancellation Orders ===

	# For Change PO and PO Cancellation, the ~~process~~ is similar to ~~the~~ standard change order and order cancellation.		# For Sales Order Change and Sales Order Cancellation documents, the processing flow is similar to standard change order and order cancellation procedures.
	# When the Order ID is clicked, the ~~relevant~~ Sales ~~order~~ will be displayed ~~and the relevant~~ change or cancellation ~~information~~ will be ~~displayed on the~~ modal to ~~help user easily compare~~ the data.		# When the '''Order ID''' is clicked, the corresponding Sales Order will be displayed.
	# ~~Once it is modified~~, ~~user~~ will have ~~options~~ to send ~~the~~ response to the ~~customers~~.		# The change or cancellation details will be shown in a modal window to assist users in comparing the received data with the existing Sales Order.
			# After reviewing and applying the changes, users will have the option to send a response back to the customer.

	=== Order Balance ===		=== Order Balance ===

	# ~~The order balance~~ is sent by the customer to ~~update~~ the supplier ~~about~~ the order ~~balance~~.		# An Order Balance document is sent by the customer to inform the supplier of the remaining balance of an order.
	# ~~User can based on this~~ received information to reconcile the ~~sales order~~ balance.		# Users may use the received Order Balance information to reconcile and verify the Sales Order balance in the system.

			[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1. Customer Purchase Order list]]
			[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2. Creating a Sales Order from a Customer Purchase Order]]

	~~[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]~~
	~~[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2]]~~
	Go to the next related page: [[Process the Sales Order]]		Go to the next related page: [[Process the Sales Order]]

Khkoh: /* Processing the New Purchase Orders from the List */

2025-12-13T10:20:57Z

Processing the New Purchase Orders from the List

← Older revision		Revision as of 18:20, 13 December 2025
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	# All SO documents flow through the Peppol network and are first received by the Access Point (AP).		# All SO documents flow through the Peppol network and are first received by the Access Point (AP).
			# When the AP receive the PO, it will send an email to alert the users.
	# To transfer the SO from the AP into Highnix, the user must manually trigger the import process.		# To transfer the SO from the AP into Highnix, the user must manually trigger the import process.
	# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''. (See Fig 1)		# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''. (See Fig 1)
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	# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.		# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.
	# The creation of new SO (Fig 2) is the same as the other process.		# The creation of new SO (Fig 2) is the same as the other process.

			=== Processing of Change PO, Cancel PO ===

			# For Change PO and PO Cancellation, the process is similar to the standard change order and order cancellation.
			# When the Order ID is clicked, the relevant Sales order will be displayed and the relevant change or cancellation information will be displayed on the modal to help user easily compare the data.
			# Once it is modified, user will have options to send the response to the customers.

			=== Order Balance ===

			# The order balance is sent by the customer to update the supplier about the order balance.
			# User can based on this received information to reconcile the sales order balance.

	[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]		[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]
	[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2]]		[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2]]
	Go to the next related page: [[Process the Sales Order]]		Go to the next related page: [[Process the Sales Order]]

Khkoh: /* Processing the New Purchase Orders from the List */

2025-12-13T10:01:29Z

Processing the New Purchase Orders from the List

← Older revision		Revision as of 18:01, 13 December 2025
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	# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.		# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.
	# The creation of new SO (Fig 2) is the same as the other process.		# The creation of new SO (Fig 2) is the same as the other process.

	[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]		[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]
	[[File:Convert cust po to so.png\|none\|thumb\|800x800px]]		[[File:Convert cust po to so.png\|none\|thumb\|800x800px\|Fig 2]]
	Go to the next related page: [[Process the Sales Order]]		Go to the next related page: [[Process the Sales Order]]

Khkoh: /* Processing the Orders from the List */

2025-12-13T10:00:45Z

Processing the Orders from the List

← Older revision		Revision as of 18:00, 13 December 2025
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	# In the first column of the list, the document type will be shown as , '''Order, OrderChange''', '''OrderCancel,''' or '''OrderBalance'''.		# In the first column of the list, the document type will be shown as , '''Order, OrderChange''', '''OrderCancel,''' or '''OrderBalance'''.

	=== Processing the Orders from the List ===		=== Processing the New Purchase Orders from the List ===

	# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.		# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.

Khkoh: /* Receiving the SO into Highnix */

2025-12-13T10:00:25Z

Receiving the SO into Highnix

← Older revision		Revision as of 18:00, 13 December 2025
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	## SO Balance		## SO Balance

	=== Receiving the SO into Highnix ===		=== Receiving the customer PO (or SO) into Highnix ===

	# All SO documents flow through the Peppol network and are first received by the Access Point (AP).		# All SO documents flow through the Peppol network and are first received by the Access Point (AP).
	# To transfer the SO from the AP into Highnix, the user must manually trigger the import process.		# To transfer the SO from the AP into Highnix, the user must manually trigger the import process.
	# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''.		# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''. (See Fig 1)
	# Select the required date range and click on the '''Import''' button.		# Select the required date range and click on the '''Import''' button.
	# All SO documents within the selected date range will be imported and listed on the screen.		# All SO documents within the selected date range will be imported and listed on the screen.
	# In the first column of the list, the document type will be shown as '''~~New SO~~''', '''~~SO Change~~''', '''~~SO Cancellation~~''', ~~or '''~~SO ~~Balance'''~~.		# In the first column of the list, the document type will be shown as , '''Order, OrderChange''', '''OrderCancel,''' or '''OrderBalance'''.

			=== Processing the Orders from the List ===

			# Click on the Order ID number (only Order), a portal will appear and on the portal, the order information modal will appear on the top right corner and user can highlight, copy and paste the information to create a new SO in Highnix System.
			# The creation of new SO (Fig 2) is the same as the other process.

			[[File:Cust po list.png\|none\|thumb\|800x800px\|Fig 1.]]
			[[File:Convert cust po to so.png\|none\|thumb\|800x800px]]
	Go to the next related page: [[Process the Sales Order]]		Go to the next related page: [[Process the Sales Order]]

Khkoh: /* Receiving of Customer Purchase Orders */

2025-12-03T09:27:49Z

Receiving of Customer Purchase Orders

← Older revision		Revision as of 17:27, 3 December 2025
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	# All SO documents within the selected date range will be imported and listed on the screen.		# All SO documents within the selected date range will be imported and listed on the screen.
	# In the first column of the list, the document type will be shown as '''New SO''', '''SO Change''', '''SO Cancellation''', or '''SO Balance'''.		# In the first column of the list, the document type will be shown as '''New SO''', '''SO Change''', '''SO Cancellation''', or '''SO Balance'''.
			Go to the next related page: [[Process the Sales Order]]

Khkoh: /* Processing the SO Documents */

2025-12-03T09:26:40Z

Processing the SO Documents

← Older revision		Revision as of 17:26, 3 December 2025
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	# All SO documents within the selected date range will be imported and listed on the screen.		# All SO documents within the selected date range will be imported and listed on the screen.
	# In the first column of the list, the document type will be shown as '''New SO''', '''SO Change''', '''SO Cancellation''', or '''SO Balance'''.		# In the first column of the list, the document type will be shown as '''New SO''', '''SO Change''', '''SO Cancellation''', or '''SO Balance'''.

	~~=== Processing the SO Documents ===~~

	~~# On the extreme right of the table, a pencil icon is displayed for each record. Click on this icon to process the corresponding document.~~
	~~# Depending on the type of SO, the system will behave as follows:~~
	~~## '''New Sales Order'''~~
	~~### A new Sales Order entry screen will be opened.~~
	~~### Customer information, Business Unit (BU), delivery dates, and item details will be automatically populated.~~
	~~### The user may amend the details if required.~~
	~~### Click on the '''Place Order''' button to confirm and create the SO in the system.~~
	~~## '''SO Change'''~~
	~~### The existing Sales Order will be retrieved for amendment.~~
	~~### The user may modify delivery dates, item quantities, and prices as required.~~
	~~### '''Note:''' Delivered quantities cannot be changed.~~
	~~## '''SO Cancellation'''~~
	~~### The original Sales Order will be retrieved.~~
	~~### If the cancellation request is accepted, click on the '''Cancel Order''' button.~~
	~~### '''Note:''' Only the remaining (undelivered) balance quantity can be cancelled.~~
	~~### Once the cancellation is successfully processed, the SO will be considered closed.~~
	~~## '''SO Balance'''~~
	~~### This document represents the remaining balance quantity of a previously issued Sales Order.~~
	~~### It is normally sent by the buyer after partial deliveries have already taken place.~~
	~~### The system will retrieve the original Sales Order together with the current outstanding balance.~~
	~~### The user can compare the current outstanding balance in the system with the latest information provided by the customer.~~
	~~### The user should review the remaining quantities carefully as necessary.~~
	~~### Once confirmed, the updated balance will be used for subsequent deliveries and invoicing.~~
	~~### '''Note:''' The SO Balance document does not create a new SO. It is only used for comparing an existing Sales Order.~~


	~~Go to the next related page: [[Sending of Customer Purchase Order Status]]~~