ReadSoft PROCESS DIRECTOR 7.5 User Guide
Order Confirmations
PROCESS DIRECTOR for Order Confirmations allows users to create and process order confirmations
and post them to SAP. Order confirmation documents can be entered manually in the PROCESS
DIRECTOR SAP GUI or Web Application, or capture software can be used to automatically capture
information from order confirmations. This product automatically extracts information from incoming order
confirmations, whether they are delivered by fax, on paper or in electronic format, and sends this
information to PROCESS DIRECTOR.
PROCESS DIRECTOR matches the information against data in SAP and also automatically determines
organizational and other data, so that much of the order confirmation data can be automatically filled in.
If there are discrepancies in the data or if information is missing, the PROCESS DIRECTOR order
confirmation document is assigned the status In error or incomplete. Users can then investigate and
make corrections and post the document to SAP.
Create an order confirmation
To create an order confirmation, complete the following steps.
1. In the Worklist, double-click the Order Confirmations category. Then, on the Application toolbar,
click the Create new document button.
2. A new document is created.
3. Fill in the header data and save the document.
If you have entered a purchase order number in the Purchasing Document field, the line items of
the purchase order are displayed in the PO Items area. This can assist you in entering the order
confirmation line items.
4. Use the New line and the Delete line buttons on the line items toolbar to add and delete order
confirmation line items. The purchase order number is inserted automatically if you have entered a
purchase order number in the header.
Alternatively, to automatically enter the purchase order items, click the Items Proposal button on
the Application Toolbar.
PROCESS DIRECTOR proposes only those items for which the confirmation control has been set in
their respective purchase orders.
5. Make changes as necessary.
6. Note: If the order confirmation contains a delivery date, quantity, or net price that is different from the
purchase order, the corresponding value is highlighted in red and the difference is displayed in the
Diff date, Qty difference, or Price difference field, respectively.
7. On the SAP toolbar, click the Save button.
If all information has been entered correctly, the document has the status New or ready for
processing. You can now send the document to a workflow or, if you have sufficient user rights, post the
document to SAP. When the order confirmation has been posted, the PROCESS DIRECTOR document
status changes to Processed.
Tip: You can also create an order confirmation based on a PROCESS DIRECTOR requisition document,
provided that the goods are all ordered from the same vendor and the requisition references a purchase
order. In the Requisitions document list, select the requisition and click the button.