Question & Answer
Question
How to associate a single Sales Order with a Purchase Order as well as Transfer Order in IBM Sterling Order Management
Cause
This is a business requirement
Answer
Steps to resolve:
- Configuration details for Chained Order creation
- Organization Configuration details for DEFAULT
- Create an Enterprise [22567,999,760_ENT]
- Create Nodes
Node [22567,999,760_DEF_Node] - Define Relationship between Nodes
For 22567,999,760_DEF_Nod1 - Create new DGs & Sourcing Rules
- Sourcing Rules
- Procurement - DG & Sourcing Rules
- Sourcing Rules
- Basic Configuration
- Create an item [22567,999,760_DEF_Itm1]
1. Go to Application Platform - System Administration - Installation Rules
2. In Backward Compatibility section, uncheck create chained orders synchronously. Save changes.
3. Go to Process Modelling - Sales Order Process Type Details
4. Click Related Entities tab and check Allow Chained Order Creation. Save changes.
1. Open Hub Organization
2. In Primary Info tab, Check Legal entity
3. In Roles & Participation tab, Check Buyer and Seller roles and Save changes
1. Primary Info tab: Check Legal entity
2. Roles and Participation tab: Check Buyer & Seller
3. Save changes
1. Roles and Participation tab: Check Buyer & Seller
2. Node Attributes - Sourcing/Scheduling tab: Check Procure To Ship Allowed
3. Save changes
Node [22567,999,760_DEF_Nod1] for TO Supply (Under DEFAULT)
4. Roles & Participation tab: Check Buyer & Seller
5. Save changes
Node [22567,999,760_ENT_Node] for PO Supply (Under 22567,999,760_ENT)
6. Roles & Participation tab: Check Buyer & Seller
7. Save changes.
1. Roles & Participation - Node Attributes - Relationship To Nodes tab:
2. Create a new Transfer Relationship Type with To Node as 22567,999,760_DEF_Node
3. Create Transfer Schedule
4. Save changes
For 22567,999,760_ENT_Node
5. Roles & Participation > Node Attributes > Relationship To Nodes tab:
6. Create a new Purchase Relationship Type with To Node as 22567,999,760_DEF_Node
7. Create Transfer Schedule
8. Save changes
1. Product Being Shipped - DG & Sourcing Rule
2. Go to Cross Application - Order Promising - Sourcing And Scheduling - Product Being Shipped
3. Distribution Group
4. Create a new DG [DG1] & add 22567,999,760_DEF_Node in it
5. Save changes
1. In Sourced From List section: Create a new Sourcing Template
2. Template Type: Distribution Group
3. Check Procure/Transfer to this Node when inventory is not available
4. Check All Inventory radio button
5. Select Distribution Group: DG1
6. Save changes
1. Go to Cross Application - Order Promising - Sourcing And Scheduling - Procurement- Distribution Group
2. Create a new DG [22567,999,760_DG] & add nodes 22567,999,760_DEF_Nod1, 22567,999,760_ENT_Node in it
3. Save changes
1. In Sourced From List section:
2. Create a new Sourcing Template
3. Template Type: Distribution Group
4. Check All Inventory radio button
5. Select Distribution Group: 22567,999,760_DG
6. Save changes
1. Go to Cross Application - Order Promising - Sourcing And Scheduling - Basic Configuration
2. Check Find node based on sourcing rule set up
3. Default Distribution Group to be used when no sourcing rule found: 22567,999,760_DG
1. In Sourcing/Transportation tab
2. Select Shipping Allowed: Yes
3. Select Procurement Allowed: Yes
4. Save changes
5. From Application Console - Inventory - Adjust Inventory:
6. Adjust Onhand Inventory of 10 @ 22567,999,760_DEF_Nod1 (TO) & 22567,999,760_ENT_Node (PO)
7. Create and schedule a Sales Order for 20 Quantity
Sales Order status will change to Partially Awaiting Procurement Transfer Order Creation
8. Call createChainedOrder API in API Tester
Sample Input xml ::
<Order OrderHeaderKey="20141226123900260120"/>
9. One Purchase Order and One Transfer Order will get created
Sales Order status will change to Partially Procurement Transfer Order Created
NOTE:
This is just a sample/bare minimum set up required for PO/TO creation.
This is not the only or recommended way of doing it.
You can set up the rules and participant modelling as per their business requirement.
[{"Product":{"code":"SS6PEW","label":"Sterling Order Management"},"Business Unit":{"code":"BU059","label":"IBM Software w\/o TPS"},"Component":"--","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All","Edition":"","Line of Business":{"code":"LOB59","label":"Sustainability Software"}}]
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Document Information
Modified date:
16 June 2018
UID
swg21694362