Actions

D202

Validate & Create Order

The activities associated with receiving, validating and entering orders for Make-to-Order products and services. This may include configuring the product and validating the existence and accuracy of customer data (sold-to, ship-to), pricing information, customer credit and product/item numbers. In many use cases this process is initiated by the receipt of a purchase order from the customer.

Use cases

  • Standard Sales Order entry
  • Configurable product order entry (menu-driven product configuration)
  • Replacement product order entry for a customer return
  • Entry of orders for commercial samples
  • In a factory: Entry of customer orders for Make-to-Order products
  • In Retail: Placing an in-store order for a Special Order product

In many use cases the desired outcome of this process is a 'clean order'. A clean order is an order that is free of any holds or flags preventing it from shipping (assuming inventory and capacity are available).

Validation may include credit checks for some or all customers, but is less common for replenishment and uncommon for inventory move orders. Quote-to-Cash Order-to-Cash Error-free Documentation Ratio Deliver Cycle Time Distribution Costs Order Management Cost

Hierarchy

IDNameLevelx
D2Deliver-to-Order2D2
D202Validate & Create Order3D202

Metric(s)

IDNameLevelx
DP15Error-free Documentation Ratio2DP15
RS12Deliver Cycle Time2RS12
CO12Distribution Costs2CO12
CO121Order Management Cost3CO121

Term(s)

IDNameClearx
O2COrder-to-CashO2C
Q2CQuote-to-CashQ2C
SOSales OrderSO
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Validate & Create Order Deliver-to-Order 420200 3 MTO, Make-to-Order, Order Management, Order, Entry, Validation, Configuration, Validation, Supply Chain Receiving, validating and entering orders for Make-to-Order products and services. This may include configuring the product and validating the existence and accuracy of customer data (sold-to, ship-to), pricing information, customer credit and product/item numbers