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