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

System Effects

Window

Customer Order

Related Window Descriptions

Customer Order
Quick Customer Registration

Procedure

To enter a customer order header for a previously entered customer:

  1. Select New.
  2. Optionally, you can enter a customer order number.
  3. Either enter the short name or number of the customer or search for it by using the List of Values.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. Save when completed.

To enter a customer order header for a new customer that has not been registered:

  1. Select New.
  2. Optionally, you can enter a customer order number.
  3. Choose Quick Customer Registration in the Operations menu. The Quick Customer Registration dialog box opens.
  4. 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.
  5. Enter the details in the Customer ID, New Customer Name, Association No, and Address fields.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. The currency the customer normally uses appears automatically. You can change the currency code if necessary.
  11. Save when completed.