Get a quick overview of the BOS Cloud AI solution through this video:

Process 1 (Sales Order -> Delivery Note):

Create Sales Order Based on Sales Quotation

1. Navigate to the 【Sales Quotation】 page.

2. Select the desired quotation document and click the 【Create Sales Order】 button.

3. The page will automatically redirect to the sales order creation page.

4. Fields marked with * are mandatory.

5. After completing the data entry, click the 【Submit】 button to successfully create the sales order.

6. The sales order is then sent to BTP personnel for review. Once approved by BTP, it is forwarded to Lark for approval. After Lark approval, the sales order status changes to "Approved" and is simultaneously pushed to SAP, making the sales order available.

Create Delivery Note Based on Sales Order

1. Navigate to the 【Sales Order】 page.

2. Select an approved sales order and click the 【Create Delivery Note】 button.

3. You will be redirected to the delivery note creation page.

4. Fields marked with * are mandatory.

5. After filling in the required information, click the 【Submit】 button to successfully create the delivery note.

6. The delivery note is then sent to Lark for approval. Once approved by Lark, its status changes to "Approved", and shipment can proceed.

Process 2 (Purchase Requisition -> Goods Receipt):

Create Purchase Requisition Based on Sales Order (Sales Personnel Operation)

1. Navigate to the 【Sales Order】 page.

2. Select an approved sales order and click the 【Create Purchase Requisition】 button.

3. You will be redirected to the purchase requisition creation page.

4. Enter the requested quantity and purchaser, then click Submit. The purchase requisition is now successfully created.

5. You can view the created purchase requisition on the 【Purchase Requisition】 page.

Create Purchase Order Based on Purchase Requisition (Purchasing Personnel Operation)

1. Navigate to the 【Purchase Requisition】 page.

2. Select the document and click the 【Create Purchase Order】 button.

3. You will be redirected to the purchase order creation page.

4. Fields marked with * are mandatory. After completion, click the 【Submit】 button to successfully create the purchase order.

5. The purchase order is then sent to BTP personnel for review. Once approved by BTP, it is forwarded to Lark for approval. After Lark approval, the purchase order status changes to "Approved" and is simultaneously pushed to SAP, making the purchase order available.

Create Goods Receipt Notification Based on Purchase Order (Purchasing Personnel Operation)

1. Navigate to the 【Purchase Order】 page.

2. Select the document and click the 【Create GR Notification】 button.

3. You will be redirected to the goods receipt notification creation page.

4. Fields marked with * are mandatory. After completion, click the 【Submit】 button to successfully create the goods receipt notification.

Post Goods Receipt Based on Goods Receipt Notification (Logistics Personnel Operation)

1. Navigate to the 【Pending GR List】 page.

2. Select the goods receipt notification number and click the 【Create GR Document】 button.

3. You will be redirected to the goods receipt document creation page.

4. Fields marked with * are mandatory. After successful entry, click the 【Submit】 or 【Submit and Print】 button to successfully create the goods receipt document.

Post Goods Receipt to Stock Based on GR Document (Logistics Personnel Operation)
This step allows for posting either acceptable or unacceptable quantities.

1. Navigate to the 【Pending Putaway List】 page.

2. Select the goods receipt document.

3. Click the 【Create Stock Entry (Acceptable Qty)】 or 【Create Stock Entry (Unacceptable Qty)】 button.

4. You will be redirected to the stock entry details page.

5. After completing the information, click the 【Submit】 or 【Submit and Print】 button. The stock entry is successfully created, and the SAP MIGO transaction is called simultaneously for posting.

Process 3: (Purchase Return)

Create Purchase Return Order Based on Goods Receipt Document

1. Navigate to the 【Goods Receipt Document Details】 page.

2. Select the goods receipt document and click the 【Create Purchase Return Order】 button.

3. You will be redirected to the return details page.

4. Fields marked with * are mandatory. After entering the information, click the 【Submit】 button to successfully create the purchase return order.

5. The purchase return order is then sent to BTP personnel for review. Once approved by BTP, it is forwarded to Lark for approval. After Lark approval, the purchase return order status changes to "Approved" and is simultaneously pushed to SAP, making the order available.

Post Return Delivery Based on Purchase Return Order

1. Navigate to the 【Purchase Return Notification】 page.

2. Select the document and click the 【Post Return Delivery】 button to execute the return.