General Information about Customer Order Transfer

The Customer Order Transfer is a supplement to MONITOR and can be used in the cases where there is a sales company which receives orders from customers and a manufacturing company which handles the manufacturing/production. The customer order transfer can then automatically transfer the customer orders that have been registered in the sales company and create a corresponding customer order in the manufacturing company.

The delivery of the order is then performed in the manufacturing company and the customer order transfer will then automatically make the corresponding delivery of the order in the sales company. It is possible to create a purchase order that corresponds to the customer order that has been transferred from the sales company to the manufacturing company. This purchase order will be automatically arrival reported when the customer order is delivery reported in the manufacturing company and sales company. The purpose with this is to use the customer order transfer also in companies that are not classic sales companies but where you want to register stock balance for parts, etc.

There can be several sales companies and manufacturing companies in one MONITOR system. An order from a sales company can be divided and distributed to several manufacturing companies by entering different company links on the order rows. The customer order created in the respective manufacturing companies will then only contain the order rows intended for that manufacturing company.

Settings regarding other companies that you can send orders to or receive orders from are configured in the Customer Order Transfer Settings procedure. In that procedure you also create transfer profiles which contain a number of settings regarding how the order should be transferred. There are e.g. settings that determine price, order number, delivery time etc.

Customer Order Transfer Principles

The items 1-5 below are events that are handled manually.

1. Registration of customer order from end customer in the sales company
2. Delivery reporting orders in the manufacturing company and delivery to end customer
3. Printing comprehensive invoice (for example one per week) to the sales company. As a suggestion with EDI invoice.
4. Registration of supplier order from the manufacturing company in the sales company. As a suggestion with Import EDI invoice.
5. Printing invoice to end customer. (Sales company's)

A-B are automatic transfers of customer order by using MONITOR's Customer Order Transfer.

• A - Transfers orders from the sales company's main order to the manufacturing companies. Transfers new, modified and deleted orders. Distributes orders to different manufacturing companies, default according to the supplier link for the part but can be changed per order row.
• B - Transfers deliveries from the manufacturing company to the sales company's main order. The partial deliveries of the manufacturing company update the sales company's main order with order row information and the status "Partial delivery made" and "Final delivery made" as usual. Invoice basis will be created.

Image of Customer Order Transfer principle.

See also:

Basic Settings for Customer Order Transfer

Order Registration

Delivery Reporting

Invoicing

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