Receiving of Customer Purchase Orders

Receiving of Customer Purchase Orders

1. 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).
2. 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.
3. Log in to the Highnix ERP system and navigate to Sales Mgt > Peppol Sales > Peppol Sales Order Import.
4. Click on the Import button. The system will connect to the AP, download the customer Sales Orders, and display them on the screen.
5. You may then click on the processing icon to handle the selected SO document.

Types of Advance Ordering

1. There are four types of Sales Order documents:
   1. New Sales Order
   2. SO Change
   3. SO Cancellation
   4. SO Balance

Receiving the customer PO (or SO) into Highnix

1. All SO documents flow through the Peppol network and are first received by the Access Point (AP).
2. To transfer the SO from the AP into Highnix, the user must manually trigger the import process.
3. Navigate to Sales Mgt > Peppol Sales > Peppol Sales Order Import. (See Fig 1)
4. Select the required date range and click on the Import button.
5. All SO documents within the selected date range will be imported and listed on the screen.
6. 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

1. 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.
2. The creation of new SO (Fig 2) is the same as the other process.

Fig 1.

Fig 2

Go to the next related page: Process the Sales Order