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

System Effects