Pick Order Lines from Customer Order Template
Explanation
When customer order lines are added on a customer order, you can
use a customer order template. There are four different ways to use templates in the
system. The user can choose to obtain the suggested customer order lines:
- From a defined template
- From the customer's latest order
- From what the customer has ordered during a period
- From a specific order number
Prerequisites
- A customer order header must have been entered and saved.
- A customer order template must have been created in
Customer
Order Template.
System Effects
Customer order lines are selected from the template and are added
to the customer order.
Window
Customer
Order
Related Window Descriptions
Customer Order
Customer Order/Order Lines
Customer Order Template
Procedure
- Populate or query for the customer order header.
- Choose Customer Order Template in the operations menu.
- In the Method group box, choose the appropriate way to select
customer order lines. If Order No is chosen, enter a specific order by using the list
button.
- Select the lines by using the Populate button. Now it is possible
to adjust the order quantities.
- Click on the OK button; the order lines are added to the customer
order.