Setting up the Back-to-Back (BtB) order functionality

BtB feature used

Set this field to YES to make all BtB related fields visible.

Sep cost handling

If the BtB purchase order is to have a transit delivery, you can set this field to YES to obtain a separate cost handling. (Note: This is not valid if the cost type is Standard cost.) The system will automatically give you an automatic separate cost update, which you can view in the Item file enquiry on the Inventory information panel. The Last transit p. cost field, which displays the actual purchase cost of the last purchase order, and the Average transit cost field, which displays the average transit cost for the transit stock, are updated on that panel for transit deliveries when you receive the item.

• define a BtB purchase order type which corresponds to the BtB sales order type
• define how the BtB purchase order is created; manually or automatically. This is determined by what you enter for the first document you want printed (YES in Batch = manual creation. YES in Direct = Automatic creation).

Note: For a direct delivery, the printout of the purchase order document is mandatory. The reception note is also mandatory. (Even though you are not receiving the goods into stock with a direct delivery, you must perform a “dummy reception”. This is to indicate to the system that the goods have arrived at the customer and that they can now be invoiced).

• define the type of delivery; transit or direct. This information is defaulted on the BtB sales order line.
• define if you want a BtB change log document printed showing any changes made to the quantity or dispatch date of the sales or purchase order
• YES for update stock on hand

• enter the connecting BtB purchase order type (in the BtB order type field) for the purchase order you intend to create from the sales order. This will be defaulted on the sales order line, but you can change it.
• leave the BtB order type field blank. Distribution allows you to mix different types of order lines on one sales order (see Mix different types of sales order lines on one sales order). This means that you can enter a BtB order line for any sales order, regardless of the sales order type.

• Item must have a Transit and/or Direct delivery for the warehouse designated to handle BtB receptions and deliveries (Warehouses panel).
• Item must have a BtB lead time (Supplier information panel), which determines the dispatch date.