x Want to participate? Join the group to interact
  • State Suggested Answer
  • Replies 5 replies
  • Answers 1 answer
  • Subscribers 139 subscribers
  • Views 2270 views
  • Users 0 members are here
Browse Forums
Announcements
234
topics
29
replies
General Discussion
5k
topics
13k
replies
Sage Data & Analytics
56
topics
95
replies
Sage Enterprise Intelligence
209
topics
410
replies
Sage Intelligence Reporting
121
topics
322
replies
TJunction

Is it possible to associate a back to back order with a contract / Open Order (purchasing)?

SUGGESTED
Posted By

We use X3 9.0.9;

We have contracts with Suppliers for bulk products that we ship direct from Supplier to Customer.

We currently represent this in X3 with a back to back sales order for each shipment, a purchase order for each shipment, a purchase invoice for each shipment, a sales delivery for each shipment, and a sales invoice for each shipment.

Is it possible to create a back to back sales order in X3, and associate it with an Open Order (aka a contract)?

The Open Orders screen (Purchasing->Open Order) has Supplier, Product, Price and Date Range fields. (which is perfect)

From what I see in testing, the Open Order is assuming a stock purchase, rather than a back to back purchase; It assumes a stock receipt will take place before a sale delivery to customer.

  • 0

    I think you have a pop up suggestion in purchase order looking at

    - purchase request (almost sure)

    - purchase open order deliveries (not sure)

    it is launching when you start to enter an article in purchase order.

  • 0

    We had to do a customization to have a Sales Open Order to be able to create back to back. Is the CUSTOMER on a contract, or are you wanting to put the SUPPLIER on a contract?

  • 0 in reply to christycpa
    SUGGESTED

    That heavy stuff. No idea really. Looks difficult.

    ***

    To link the whole process, I use Two Opportunity number : Master ones and Sub Ones, also some analytical axis.

    I use 4 transactions for Contracts: 

    Purchase request : purchase only for stocks

    Sales Quotes : Sales only from stocks, Back to Back, and Broker Orders.

    We can add Sales only from stocks and Back to Back on the same Sales Orders.

    We can add Purchase request on a Purchase Order from a Back to Back Order by a pop up screen native X3 which is suggesting a need.

    ***

    We start from Sales Quotes (like your open orders), we put the customer, purchase incoterm, purchase tax on it.

    We pick Quotes in Sales Order. Then use FUNPOHW to generate Purchase Order. Auto Delivery / Invoice based on Shipping date.

    The purchase data in Quotes follow from quotes lines to sales orders (to purchase order via back to back I didn't success)

    Indeed, we get the Customer name on the Purchase order, we put it manually.

    No Supplier name on Sales Quotes. We have sub report on crystal contract to search suppliers based on Articles. Back to Back we do 1 article = 1 supplier and 1 customer. 

    No computer guy. Just a sales guy, I did those stuff for my company to help. Just got lucky

  • 0 in reply to christycpa

    We're wanting to leverage a contract with a Supplier to supply product for a month at an agreed unit price. This is a back to back agreement with Supplier and we want to be able to reference the contract as the supply source on Sales Order, rather than create discrete POs per Sales Order. 

  • 0 in reply to Saq-1

    Many thanks for the idea Saq-1. I will need to work through this concept to understand better. Thanks again

*Community Hub is the new name for Sage City