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.
Customers who are expired or excluded from Scan Customer Order are neither automatically identified nor are they
available in 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.
As the recognized values can consist of several possible name objects, and in consideration that the Microsoft
Invoice Model is used for scanning Customer Orders, the following ranking is implemented to achieve the best
results:
1) Shipping Address Recipient
2) Vendor Address Recipient
3) Vendor Name
4) Customer Address Recipient
5) Customer Name
If the customer was recognized by 100% match of the Association No, then the Scanned Customer Name is empty.
Scanned Association No: This field contains the Association No of the customer as it was returned from the
scan engine. It is only displayed if an IFS customer could be identified by 100% match. If the customer
was identified by customer name then this field is empty. Not editable.
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.