Enter Customer Order Header
Explanation
This activity is used to enter customer order headers. A customer order is built in two levels, consisting of an order header and one or several order lines. The first step in a new
entry is to enter the customer order header. A customer order header can also be copied into a new order by selecting
Duplicate in the Commands menu.
The order number is automatically assigned by the system when saving the header.
However, you can manually enter an order number before saving the header. The system uses your coordinator group ID
and the order number introduction specified on the
Coordinators tab
to produce the order number. The details of the site, and date and time of delivery appear automatically in the respective
fields. You can change the site before saving if you are registered with several sites on the
Sites
per User window.
If there is a delivery time entered for the customer, this time will be entered as the default time. The date and time can
be changed until the order is delivered. When you update this field, a dialog box is opened asking whether you also want to
update the Wanted Delivery Date/Time for each order line. If any order line is invoiced the date on that line will not be updated.
When you enter a customer order for a new customer that has not yet been entered, it is possible to make a quick registration
of the new customer using an existing customer as a template. When you use this method, customer information is automatically
copied from the template customer to the new customer and additional information is entered in the
Quick Customer
Registration dialog box.
The order type, indicated at registration of the order, controls the order flow. The order type determines whether the events
should be automatic or manual. You can define order types suitable for your particular customer order management. Order types are
entered or modified in the Sales Basic Data/Order Types tab.
In addition there are more fields that can be entered
in the order header e.g., the customer's purchase order number and reference,
delivery and document address.
If the customer is credit-blocked, a message is displayed when saving the header.
The customer order header can be changed at any time. However, site, order
type, and customer cannot be updated.
It is not possible to delivery-confirm a customer
order created from a Distribution Order.
It is not possible to connect a staged billing
template to a customer order header if Apply Cost of Goods Sold is set to At
Delivery Confirmation.
Prerequisites
- The order type you intend to use must have been entered on the
Sales Basic Data/Order Types tab. To facilitate the order entry, a default order type can be connected to the customer on the
Customer/Order/Misc Customer Info tab.
- The coordinator must have a record on the Coordinators tab.
- The customer normally should have a record in the
Customer window, unless you make a quick registration of a new customer.
- If you want to make a quick registration of a new customer, there must be a template customer to use when doing so. The
Template Customer check box should be selected for those customers that are to be used as templates on the
Customer/Order/General tab. A description must also be entered for the template of each customer.
- Normally, supply chain parameters should be defined for the supply chain relation. For external customers this can be done in the
Site to Customer Supply Chain Parameters window, and for internal customers this can be done in the
Site to Site Supply Chain Parameters window.
- If you want to select the Delay Cost of Goods
Sold at Delivery Confirmation check box, the Delay Cost of Goods Sold
at Delivery Confirmation check box on the
Company/Distribution/Order tab must have been selected.
System Effects
- As a result of this activity, a customer order header is created. When the order header is entered it receives the status
Planned. If the customer is entered as a quick registered customer, a new customer record will be created. The
Quick Registered
Customer check box in Customer/Order/General and
Customers
for this customer will automatically be selected.
- When updating the Wanted Delivery Date/Time
field, a dialog box is opened. If Yes is chosen in the dialog box, the
wanted delivery date/time for each order line will also be updated. If any
order line is invoiced, the date on that line will not be updated. If date
is changed on an order line with pegged supply orders,
the replication dialog box will appear in order to replicate the changes
to the pegged supply order.
- Delivery information is first retrieved from a customer agreement, second from the supply chain relations, and third from
the customer record. New order lines to be delivered from
the site in the header will get this delivery information by default as long
as the deliver-from supplier is
not entered in the Delivery Information tab. If the deliver-from
supplier is entered new lines
with a direct delivery from the same supplier will get this delivery
information by default.
- The customer's default addresses will be defaulted to the new customer
order. When order lines are added they will get this delivery address. When
the delivery address is changed, a question message will be displayed.
Existing order lines with matching delivery address will be updated with the
delivery address of the header, if the user selects Yes, regardless
of the setting on the Default Info check box. If the user selects
No, only lines with the Default Info check box selected, will be
updated with the delivery address of the header.
In the case where the order line has the supply code Internal Purchase Direct or Purchase
Direct and a pegged purchase order is created, and the line's Default
Info is selected, the Replication dialog box is displayed with options
for replicating the changes to the pegged purchase order and sending a
change request. If the line's Default Info is not selected, changes
will be replicated to the pegged purchase order and a change request will be
sent, without displaying the Replication
dialog box.
- If order has lines pegged to purchase orders and
the Customer's PO No or Reference
fields are changed, the replication dialog box might
appear in order to replicate the changes to the pegged purchase order and
send a change request. The detailed description for when these fields are
replicated can be found in About
EDI/MHS Messages.
- When duplicating a previous order, only the information in the header, excluding the document text, will be copied into the
newly created order. All information in the new entry can be updated until it is saved.
- If the Confirm Deliveries check box is
selected, all order lines require delivery confirmation.
- If both the Confirm Deliveries and Delay
Cost of Sold Goods to Delivery Confirmation check boxes are selected,
the cost of goods sold will be posted at delivery confirmation.
- If the Check Sales Group Setting check box is
selected, only parts with a sales group that has either Not Allowed or
Optional status will be added to the order.
- If both the Confirm Deliveries and Check
Sales Group Setting check boxes are selected, only parts with a sales
group that has either Required or Optional status will be added to the order.
- If your customer is Jinsui enabled the Jinsui Invoice check box on the
Customer Order/Misc Order Info tab will become automatically
selected upon saving the customer order header record. This means that when you enter customer order lines, the Gross
Total value of a given line cannot exceed the maximum amount for Jinsui
invoices (specified on the Company/Invoice/Jinsui Invoice Information
tab).
Window
Customer Order
Related Window Descriptions
Customer Order
Quick Customer Registration
Procedure
To enter a customer order header for a previously entered customer:
- Select New.
- Optionally, you can enter a customer order number.
- Either enter the short name or number of the customer or search for it
by using the List of Values.
- The details of the site, and date and time of delivery appear
automatically in the respective fields. You can change the site before
saving, if you are registered with several sites.
- If a default coordinator is connected to your user, the coordinator
appears automatically. If this is not so, enter the coordinator. You can
either enter the short code or search for it by using the List of Values.
- If a default customer order type exists for the customer, the order type
appears automatically. If this is not so, enter the order type. You can
either enter the short code or search for it by using the List of Values.
- The currency the customer normally uses appears automatically. You can
change the currency code if necessary.
Note: If you want to create Jinsui Invoices for a Jinsui-enabled
customer, the currency should be same as the accounting currency of the
company.
- Save when completed.
To enter a customer order header for a new customer that has not been registered:
- Select New.
- Optionally, you can enter a customer order number.
- Choose Quick Customer Registration in the Operations menu. The
Quick Customer Registration dialog box opens.
- In the Template Customer ID field, enter the ID of the customer
that you want to use as a template. You can enter the ID manually or click
List to choose the ID from the List of Values.
- Enter the details in the Customer ID, New Customer Name,
Association No, and Address fields.
- Click OK to exit the Quick Customer Registration
dialog box. The Quick Registered Customer check box on the
Customer/Order/General tab and the
Customers
window for this customer will automatically be selected.
- The details for the site, and date and time of delivery appear
automatically in the respective fields. You can change the site before
saving, if you are registered with several sites.
- If a default coordinator is connected to your user, the coordinator
appears automatically. If this not so, enter the coordinator. You can either
enter the short code or search for it by using the List of Values.
- If a default customer order type exists for the customer, the order type
appears automatically. If this not so, enter the order type. You can either
enter the short code or search for it by using the List of Values.
- The currency the customer normally uses appears automatically. You can
change the currency code if necessary.
- Save when completed.