To scan a customer's purchase order file (e.g. pdf, bmp, jpg, png), open
the assistant "Scan Customer Order". Site and Coordinator are preset
with default Site of current user and with Coordinator which is assigned to
current user. Both fields can be edited.
Site: The site is automatically
displayed and is the default site to which you are connected in Sites
per User. You can change the site manually or use the List of Values.
You can choose between sites that are connected to your user ID in Sites
per User. A site is normally referred to as a geographic site, where,
for instance, one company can have several sites, each one with a separate address.
Sites are defined in Site page.
Coordinator:
The identification of the person responsible for coordinating the handling of
sales quotations and customer orders. The coordinator is automatically filled
in when a coordinator is connected to your user ID. This connection is done
in Sites per User page. If no coordinator is connected
to your user ID, you can indicate a coordinator manually.
Right for assistant "Scan Customer Order" is granted to current user.
Site and Coordinator are defined for which the order will be scanned in the next step. To continue, select the file to scan.