Use this activity to define default settings for various messages received from and sent to the customer. This includes EDI default settings and settings for order change management, dispatch advices, receiving advice, and self-billing.
The EDI default settings allow you to select the incoming customer order/schedule and incoming change request approval for a customer order that is automatically generated when a purchase order message is received. This also happens when the incoming customer schedule is automatically approved and when the incoming customer order change request is automatically EDI approved. You can define an approval user; which will merely be used as the default approving user when approval is set to automatic. It is important that the user has access to the site to which the purchase order message will arrive. You could also select whether the customer orders created from incoming messages should be automatically released or not.
The EDI coordinator is used for automatically generated customer orders,
and for numbering the orders.
The EDI is an optional setting, and you should
specify the normal manufacturing/supplying site. Note that IFS Cloud will use
the site indicated by the selected internal supplier for multi-site ordering.
When replicating changes between pegged orders, you can control whether the order confirmation messages are automatically sent. You can indicate whether the dispatch advice is sent automatically when a shipment is delivered.
If the multi-tier delivery notification indicator is selected for an internal customer, a delivery notification is sent automatically to the ordering site when an internal customer order is delivered by registering direct delivery of a pegged external purchase order or when a pegged internal purchase order is received by registering direct delivery or by approving incoming delivery notification.
Receiving advice information is useful for confirming deliveries made to the customer. You can use this activity to indicate the types of incoming receiving advice that can be received from a customer, or to disable the customer from sending an invoice. Receiving an advice of the Arrived Goods type will only include the arrived quantities and the date on which the goods arrived. The Approved Goods type is used to receive information from the supplier about the received and approved quantities, and dates on which the parts where fully inspected.
The matching option is used to determine whether to use the delivery note number, customer's purchase order reference, or the reference ID to match the incoming receiving advice lines. You can set up receiving advices to disregard quantity differences between incoming receiving advice lines and the delivered customer order lines, which may arise due to, for example, quality inspections performed by the customer.
You can also set up the matching type for incoming self-billing messages received from the customer. Please refer to the activity Automatic Matching Set Up.
Furthermore, you can use the Automatic Price Update option to automatically update the customer order line price and to clear the Provisional Price option. Note that however, the automatic price update will only take place when a customer order line is automatically matched to a self-billing invoice line.
Basic data must have been defined on the Order/General sub-tab of the Customer window.