Receiving of Customer Purchase Orders

Receiving of Customer Purchase Orders

1. A customer can send a Purchase Order (we will use Sales Order or SO for customer Purchase Order) to the seller (or you), an email from the Access Point (AP) will be triggered to alert the person in charge of the incoming PO.
2. You can login to Highnix ERP system, navigate to Sales Mgt, Peppol Sales, Peppol Sales Order Import. Click on the import button. The system will contact the the AP to download the customer purchase orders and list them on the screen.
3. You can click on the icon to process the particular SO document.

Type of Advance Ordering

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

Receiving The SO to Highnix

1. As the SO will flow in via Peppol network and receive into the AP, user will need to click on a button or icon to trigger the link to AP to transfer the SO into Highnix.
2. Navigate to Sales Mgt, Peppol Sales, Peppol Sales Order Import. On the user interface screen, select the date range and click on the import button.
3. All the SO within the date range will be imported. On the first column, user will see the type of the documents, if they are new SO, SO Change, SO Cancellation ro SO Balance.

Processing the SO Documents

1. On the extreme right of the user interface table, user can see a pencil icon. Click on the icon and depending on the type of document, the system will:
   1. New Sales Order: it will open a page for user to create a new SO in the system. The customer name, BU, dates and items ordered will be automatically populated. User can make amendments and adjust the details as neecssary before clicking on the Place Order button.
   2. SO Change: It will retreive the same SO to allow user to make any amendments accordingly. SO modification can be changed of dates, prices, quantity items. Note: that only