Edit scanned order header data

Explanation

After scanning the document Step 2 of the Scan Customer Order assistant is opened. In this step you can verify the scanned and interpretated data and edit it if data is not complete or accurate.Header data can be edited directly.

Customer: The short name or identification number of the customer. Shows Customer Id and Name that is interpreted from scan – with a certain permitted deviation. May be NULL if scanned value is out of permitted deviation from existing customers in IFS. You can enter this value manually or select the customer from the List of Values.

Scanned Customer Name: This field shows the Customer Name as it was returned from the scan engine. This is a good indication whether the right customer was finally selected for the order.

Customer PO No: Displays the Purchase Order Number that returned from the scan engine. Can be edited manually.

Wanted Delivery Date/Time: The date on which the customer wants the order to be delivered (Order header level). It can be a non-working day. Displays the scanned orders demand date that returned from the scan engine. Can be edited manually. The default value for time is retrieved from Customer/Address/Sales Address Information.

Order Type: The Order Type controls the order flow for both manually-entered and generated customer orders by defining which steps will be automatically performed and which steps will be manually performed. Order Type can be entered per site-customer combination, per site or per customer. A default Order Type defined per site-customer combination has the highest priority, default Order Type on site has the next priority and default Order Type on customer has the least priority. The default Order Type will be retrieved to Scan Customer Order but it can be changed manually if required.

Currency: The short code for the currency in which the customer is being charged. The currency is defined per customer when entering basic data for the customer. In this way the currency is fetched automatically to the Scan Customer Order header but it can be changed manually if required.

Prerequisites

Document was scanned successfully.

System Effects

Setting up the header data correctly is essential to be able to identify the sales parts in next step.