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.
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
Groups page to
produce the order number.
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, by
using the option New Customer. When you use this option, customer
information is copied from the template customer used in
Quick Customer Registration assistant.
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.
Order types are entered or modified in the Customer Order Type
page.
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.
Note: 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 customer normally should have a record in the
Customer
page, unless you make a quick registration of a new customer at the time
the order head is placed.
- 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
option must be enabled for those customers that are to be used as templates
on the Customer/Sales/General tab.
A description must also be entered for the template of each customer.
- The order type you intend to use must have been entered in the
Customer Order Type page. To facilitate the order
entry, a default order type can be connected to the customer on the
Customer/Sales/Sales tab.
- The coordinator to be used must have been added to the
Coordinators page.
- 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 page, and for internal customers this
can be done in the
Site to Site
Supply Chain Parameters page.
- If you want to use the Delay Cost of Goods Sold at Delivery Confirmation
option, the Delay Cost of Goods Sold at Delivery Confirmation option
on the Company/Supply Chain Information/Sales
tab must have been enabled.
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 indicator in
Customer/Sales/General tab and
Customers
page for this customer will show this.
- When updating the Wanted Delivery Date/Time field, a dialog is
opened. If Yes is chosen in the dialog, 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 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 Customer Order/Order Details tab and
section Delivery Settings. 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 option. If the user selects No,
only lines with the Default Info option enabled, 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 enabled, the Replication
dialog is displayed with options for replicating the changes to the pegged
purchase order and sending a change request. If the line's Default
Info option is disabled, changes will be replicated to the pegged
purchase order and a change request will be sent, without displaying the
Replication dialog.
- If order has lines pegged to purchase orders and the Customer's
PO No or Reference fields are changed, the replication
dialog 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 option enabled, all order lines require
delivery confirmation.
- If both the Confirm Deliveries and Delay Cost of Sold Goods
to Delivery Confirmation options are enabled, the cost of goods sold
will be posted at delivery confirmation.
- If the Check Sales Group Setting option is enabled, 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
options are enabled, 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 indicator
on the Customer
Order/Order Details tab and section Invoice
will become automatically enabled 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 page).