Enter Customer Order Line
Explanation
This activity is used to enter a customer order line. A customer order is
built in two levels, consisting of an order header and one or more order lines.
The first step in a new entry is to enter the customer order header, and the
second step is to enter customer order lines.
The Lines
tab is used to specify the parts and quantities that the customer has ordered.
For each order line, you can also specify the wanted and planned delivery dates,
prices, or discounts.
When a new order line is created, the system checks to determine whether
the specified sales part has been superseded by another part. If a replacement
part has been defined with a date of replacement earlier or equal to the date
the order line is created, the part on the order line is automatically replaced
with the replacement part. A message appears, and the sales part number of the
originally requested part is stored in the Original Sales Part No field
on the order line.
Sales part number can be entered by using GTIN. To enter GTIN 14 for package,
you must use the Input Quantity column instead of the Sales Quantity
column.
If you enter an order line with a part that is not available, a message appears.
If the availability check says that the entire quantity cannot be delivered,
you will receive a message. If a prioritized order type is used and the quantity
cannot be reserved, a message is displayed. By selecting the order line, you
can click the Substitute
Sales Part command and choose a substitute part. When enter the quantity
for the desired replacement part(s) in the Sales Qty field, you can choose
to order the available quantity or some of the original sales parts and some
of the substitute parts.
If the customer order is being created for a Jinsui enabled customer, and
a Jinsui invoice needs to be created, the total line amount must not exceed
the maximum amount for the Jinsui Invoice defined for the company.
The package part feature is designed for whole discrete quantities. A package
part, or kit, should be ordered as a whole unit, and consists of components
with or without decimal quantities. When invoicing a complete package, ordering
in whole units, the price will be displayed for the complete package. On the
invoice, the components included in the package will be listed with their respective
quantity for informational purposes. The component listing lets the customer
know what the package consists of. The same applies to the Delivery Note.
If the Use Price Incl Tax option is enabled, the Price/Curr
and Price/Base fields are non-editable and the price is calculated based
on the price including tax value and the connected tax codes. The
Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax
option is disabled, the Price Incl Tax/Curr and Price Incl Tax/Base
fields are non-editable and the price including tax is calculated based on the
value entered for the price and the connected tax codes.
If the Free of Charge option is enabled the price of the order line
will be set to 0.00. The cost of the parts will be retrieved as the default
value for the Tax calculation basis for FOC field.
When a customer order line is entered and the price is retrieved from a customer
agreement, the Provisional Price setting is also inherited from the customer
agreement. If this setting is enabled, the price on the customer order line
is temporary and will be updated later. You cannot create invoices for the customer
order lines that have the Provisional Price setting enabled. You must
also note, you cannot enable both the Price Freeze setting and the
Provisional Price setting at the same time. When making changes to the order
line, you must note that the Provisional Price setting can be selected
only if the line is not invoiced partially or completely.
Changes in the wanted delivery date after the initial order line entry should
result in an automatic update of the price effective date when the pricing method
is Delivery Date. The Update Price Effective Date Automatically
setting is enabled as well. When you update the wanted delivery date on the
customer order line or when you update the wanted delivery dates on all lines
from a customer order header, a warning message appears where you can confirm
whether or not you want to update the price effective date of all order lines.
The price effective date on the order line is then updated and according to
the price sources on the order line prices, discounts are updated.
When a customer order line is entered for a sales part that is catch unit
enabled, the final price is calculated based on the delivery of the order line.
Until the order line has been delivered, the price displayed is a preliminary
price based on the conversion factor between the price unit of measure and the
sales unit of measure, as set up on the sales part.
A new order line acquires the Released status. The status of the order
header does not change; it is still in Planned status. To view or edit
delivery information for the order line, select the order line, click Line
Details/Address.
In order to use the DOP flow, you must use a DOP part when creating a customer
order line. If you want to modify an existing order line with manually pegged
supplies connected to it, sometimes you have to remove or modify the pegging
first. If you want to reduce the sales quantity, change the planned due date,
the supply code, the condition code, the ownership, or the owner, you have to
remove or modify the pegging first. Increasing the quantity is possible but
you will be notified that the pegged quantity does not fulfill the demand.
When selecting the supply code, it is important to keep in mind whether the
parts are to be issued from project inventory or standard inventory. A project
in IFS/Project can own its project inventory, ensuring that material acquired
to this project cannot be issued to fulfill other demands, either from another
project or from non-project related demands. Inventory parts that are not owned
by a project, belong to standard inventory. If the customer order line is project-connected,
it will be possible for you to get the parts from project inventory or standard
inventory, i.e., you can choose the Project Inventory or Inventory Order supply
code respectively (provided the parts are available in inventory). If the line
is not project connected, you can only get the parts from standard inventory.
If you are dealing with non-inventory parts, you can choose the Project or the
Non-Inventory supply code to indicate whether it is a non-inventory part belonging
to a project.
Note that if you want to connect the customer order line to a project activity,
you should not choose the Pkg supply code as the package parts are not supported
within project inventory.
When selecting the Production Schedule supply code, it is important to keep
in mind that the sales part must be defined as an inventory part which can be
purchased or manufactured. The part must exist as a production line part on
at least one production line, on a site with a positive schedule percentage.
DOP parts and configured parts cannot use this supply code and it is not possible
to run a Capability Check with this supply code. Manual sourcing cannot be performed
on such parts.
When values in a customer order line have been changed and the changes need
to be replicated to the DOP header, the
Replicate Changes
dialog will be opened. However, the Send Change Request setting will
have no effect and even if it is enabled, it will not apply to DOP.
When the date in a customer order line is changed, the following scenarios
need to be considered:
- When the customer order line is pegged to only one DOP header
- If you click Yes in the
Replicate Changes
dialog, then the date change in the CO line will be replicated to its DOP
header. An alarm will be generated for the date mismatch between the DOP
header and its corresponding DOP order.
Note: If the status of
the DOP header is either Canceled or Closed, then a
message will appear.
- If you click No, then only the date in the CO line will be changed.
- When the customer order line is pegged to more than one DOP header
- If you click Yes in the
Replicate Changes
dialog, a message will appear informing you that more than one DOP header
is connected to the CO line and that the date change in the CO line cannot
be replicated. If you click OK, it will change the date only on the
CO line (except for the DOP headers with the Canceled or Closed
status).
- If you click No, it will change the date on the CO line, and
an alarm will be generated.
- When more than one customer order line is pegged to a DOP header
Same as the above.
Note: Different delivery dates for the pegged CO lines can exist.
An alarm should be generated only if there is a mismatch between the due date
of the DOP header and the planned ship date of the CO line that has to be shipped
first.
When the sales quantity in a customer order
line is changed, the following scenarios need to be considered:
- Customer order line is pegged to only one DOP header:
- If you click Yes in the
Replicate Changes
dialog, the quantity changed on the CO line will be replicated to the DOP
header. An alarm will be generated for the quantity mismatch in the DOP
header from its corresponding DOP order.
- If you click No, then an alarm will be generated for the quantity
mismatch between the DOP header and its pegged CO line.
- Customer order line is pegged to more than one DOP header:
- If you select Yes in the
Replicate Changes
dialog, then the Modify DOP Header Quantity
dialog will open. You have the option of distributing the quantity changed,
among the DOP headers that are presented in the dialog.
For example,
if the original sales quantity on the CO line is 6, which is connected to
three different DOP headers (e.g., 10001, 20002, and 30001), and you change
the quantity to 9, you can distribute the quantity change among the DOP
header IDs mentioned above, by specifying the new quantity demand in the
New Qty Demand field.
- Click OK. Alarms will be generated for the quantity mismatch
between DOP headers and their corresponding DOP orders. However, if you
decide not to distribute all of the remaining quantity, then an alarm will
be generated for one of the DOP headers.
- If the sales quantity on the CO line has been decreased, e.g., if the
sales quantity on the CO line has been decreased from 6 to 3, and if you
decide to decrease the quantity in each DOP header by 1, there will be a
quantity mismatch of 1. An alarm will be created for the excess quantity,
and the DOP header 30001 will get the alarm.
Note: When more than
one DOP header is connected to a CO line, their status will be considered
in ascending order, as the first criteria for alarm generation. Then the
due date in descending order and the DOP header ID in descending order will
be considered as the second and third criteria respectively.
However,
if the quantity changed results in a negative value, then a message will
appear.
- If you click No, an alarm will be generated on the DOP header
with the lowest status.
- DOP header is connected to more than one customer order line:
- If you click Yes in the
Replicate Changes
dialog, a message will appear informing you that there is more than one
CO line connected to the DOP header. When you click OK, it will only
change the quantity on the CO line. An alarm will be generated due to the
quantity mismatch.
- If you click No, only the quantity on the CO line only will be
changed, and an alarm will be generated.
When the sales quantity in a customer order line is changed,
but not replicated in the DOP header, the following scenarios need to be considered:
- Customer order line is connected to only one DOP header:
- Click No in the
Replicate Changes
dialog.
However, even if you decide not to replicate the changes, the
Pegged Qty field needs to be updated sometimes. For instance, if
the new sales quantity is less than the current value in the Pegged Qty
field, then the pegged quantity should be updated.
Note: If the
new sales quantity is higher than the current pegged quantity, it will result
in an alarm. The source of the alarm will be the customer order demand.
If the new sales quantity is less than the pegged quantity, then the source
of the resulting alarm will be the customer order supply.
- Customer Order line is connected to more than one DOP header:
- Click No in the
Replicate Changes
dialog.
Note: To create an alarm, the CO line in the ascending
order, the due date in the descending order, and finally the DOP header
ID in the descending order will be considered as the first, second, and
third criteria respectively.
- More than one CO line is pegged to one DOP header, and
- More than one DOP header is connected to more than one DOP header:
Not possible to replicate
any changes. Alarms will be created for quantity mismatches.
- Choose Supply Chain Order Analysis to see pegged purchase orders,
shop orders, DOP orders and connected inter-site orders.
However, DOP headers with the Closed or Canceled status, and
DOP orders with the Removed or Closed status will not be considered.
The following delimitations exist if an order requires delivery confirmation:
- Order lines using customer consignment stock cannot be added to such
an order.
- Creating Advance Invoices will not be possible.
- Only the inventory parts with the inventory part cost level set to Cost
per Part can be included.
- Entering a catch unit will not be possible.
- Blocking an order line from invoicing will not be possible.
- Rental lines cannot be handled.
The following delimitations exist if the Apply Cost of Goods Sold value is
set to At Delivery Confirmation:
- Internal customer order lines belonging to the same company cannot be
included.
- Charge order lines cannot be included.
- Exchange order lines cannot be included.
- Order lines with the part ownership set to Customer Owned,
Supplier Loaned, Supplier Rented and Company Rental Asset cannot
be included.
- Order lines delivered from the supplier consignment or project inventory
cannot be included.
- Order lines which are direct delivered cannot be included.
- Connecting a staged-billing template will not be possible.
Prerequisites
- The customer order header must have been entered and saved.
- Normally, supply chain parameters should be defined for the supply chain
relation. For an external customer this can be done on the
Site to Customer
Supply Chain Parameters page, and for internal customers this can
be done on the
Site to Site
Supply Chain Parameters page.
- The sales part, service part, package part, or DOP part must have been
entered and saved. The Sales Type on either Sales
Part or Non-Inventory Sales Part pages
must allow sales.
- If the customer order is released and you add a new line with the supply
code Internal Purchase direct or Transit, the line will be
added to an already existing pegged purchase order,
if this purchase order is not using purchase order change order, is not
closed or canceled and have the same supplier. Otherwise, the line
is added to a new pegged purchase order.
- Assortment structures must be defined if you want to refer to assortments
when entering part numbers.
- If you are specifying a condition code, the condition code feature must
be made available for the part on the
Part/Main
tab.
- If you want to use multiple units of measure (UoM) when entering the
quantities of the sales part, the inventory part must have been connected
to an input UoM group, and the Sales Usage Allowed setting
on one or more of the input UoMs (belonging to that input UoM group) must
have been enabled.
- To set the value in the Supply Code field to Production Schedule,
the inventory sales part must have been associated with at least one production
line, at a site with a positive schedule percentage. The production line
can be defined on the
Production Line page in IFS/Manufacturing.
- If you want the capability check to start automatically, the inventory
part must have the automatic capability check activated on
Inventory Part/Main.
For the superseded parts function:
- Replacement parts are entered on the
Sales Part/General,
Non-Inventory Sales
Part/General or
Package Part/General
pages, depending on the type of part that is to be replaced.
For warranties:
- For the customer order line to inherit customer warranty data, the warranty
data must first exist for the sales part or possibly have been entered for
a preceding sales quotation line.
For the substitute sales parts function:
- To display a message when the desired quantity is not available, an
asset class with On hand Analysis must be selected for the part. Asset classes
are set up in the
Inventory
Part Asset Classes page.
- The Availability Check option must be enabled for the part on
the Inventory
Part/Main tab.
- Substitute sales parts must be connected to the appropriate sales parts
on the Alternate
Sales Parts Base Data page.
- If the customer is set up to use the limit sales by assortments functionality,
the substitute sales part dialog will include only parts that are connected
to the limited assortment(s) for the customer.
For the default packing instruction function:
-
Data should be entered with the relevant data combinations on the
Default Packing Instruction for Customer Order page for packing
instructions to be retrieved to the customer order line.
-
To retrieve packing instructions based on the sales quantity on the
customer order line, values should be defined in the Min Qty
field and UoM field.
System Effects
- An order line is entered.
- The system assigns a line and delivery number.
- The order line receives the Released status.
- The supply code determines how the system will retrieve delivery information
such as ship via code for the line.
- If a replacement part has been defined with a replacement date that
is before or on the date when the order line is created, the part on the
order line is automatically replaced with the replacement part, and the
sales part number of the originally requested part is stored in the Original
Sales Part No field on the order line.
- When the customer order line is created, it inherits any default customer
warranty defined for the sales part or a preceding sales quotation line.
- If packing instructions have been defined on the Default
Packing Instruction for Customer Order page, they will be
retrieved based on the site, customer, sales part number, delivery
address and capacity requirement group, as appropriate. When a Min Qty
and UoM have been defined, a comparison is made between the sales
quantity on the customer order line and the minimum quantity on the
Default Packing Instructions for Customer Order
page for the relevant combinations. When the sales quantity on the
customer order line is modified, if only a single data combination
exists where the minimum quantity defined is greater than the sales
quantity, the existing packing instruction ID on the customer order line
will remain unchanged. When modifying the delivery address (general or
single occurrence) on the line or header, a packing instruction will be
re-fetched only if a packing instruction with the relevant data
combination exists. If such a data combination is does not exist, the
packing instruction ID will remain unchanged on the customer order line.
- If you have chosen substitute parts, the original order line is removed
and new order lines for the replacement parts are created. The sales part
number of the originally requested part is stored in the Original Part
No field on the new order line. If you decide to order the available
quantity or some of the originally ordered sales parts, and some of the
substitute sales parts, two order lines are created.
- When a sales part is entered into a customer order line, the
Sales Part Description is automatically fetched into the
External Customer Part Description field, so the user
can change it as desired. In the inter-site flow, upon the external
customer order release, the external customer part description is sent
to the internal customer order line, where it is set as read only. After
releasing the external customer order, changes done to the external
customer part description will replicate to internal customer order
until the external customer order line is delivered.
- If a supply site reservation is performed, the supply site quantity
reserved is updated to reflect how much of the part is reserved on the supply
site.
- If your sales part is set up with the sourcing option Use Sourcing Rule,
your customer order line will be sourced automatically. This means that
the system will generate the supply code, and when appropriate, the supplier.
The result is based on the defined sourcing rule data.
- It will not be possible to invoice an order line blocked from invoicing.
- If the total line amount for any particular Jinsui customer order line
exceeds the specified maximum amount, you will not be allowed to save this
order line. To avoid this, the amount can be divided between two or more
lines.
- If the Provisional Price option is enabled, it will not be possible
to invoice the order line.
- If the inventory part is set up for an automatic capability check, this
will start automatically.
- If the customer has the Receive Pack Size Charge/Discount option
enabled in the Customer/Sales/General
tab, the order header site has a valid pack size charge price list and the
order line(s) has an Input UoM specified in that part list, then a charge
line will be created in the
Customer Order/Charges
tab. The Charge Category setting in the charge line indicates that
it is a pack size charge.
- Charge lines will be automatically added for freight.