Enter Customer Order Header
Explanation
This activity is used to enter customer order headers. A customer order is built in two levels, consisting of an
order header and one or several order lines. The first step in a new entry is to enter the customer order
header.
The order number is automatically assigned by the system when saving the header. However, you can manually enter
an order number before saving the header. The system uses your coordinator group ID and the order number
introduction specified on the Coordinators Groups page to produce the order number.
If there is a delivery time entered for the customer, this time will be entered as the default time. The date
and time can be changed until the order is delivered. When you update this field, a dialog box is opened asking
whether you also want to update the Wanted Delivery Date/Time for each order line. If any order line is invoiced
the date on that line will not be updated.
When you enter a customer order for a new customer that has not yet been entered, it is possible to make a quick
registration of the new customer, by using the option New Customer. When you use this option,
customer information is copied from the template customer used in Quick Customer Registration assistant.
The order type, indicated at registration of the order, controls the order flow. The order type determines
whether the events should be automatic or manual. Order types are entered or modified in the Customer
Order Type page.
In addition there are more fields that can be entered in the order header e.g., the customer's purchase
order number and reference, delivery and document address.
If the customer is credit-blocked, a message is displayed when saving the header.
The customer order header can be changed at any time. However, site, order type, and customer cannot be
updated.
Note: It is not possible to delivery-confirm a customer order created from a Distribution Order. It is not
possible to connect a staged billing template to a customer order header if Apply Cost of Goods Sold is set to
At Delivery Confirmation.
Prerequisites
- The customer normally should have a record in the Customer page, unless you make a quick registration
of a new customer at the time the order head is placed.
- If you want to make a quick registration of a new customer, there must be a template customer to use when
doing so. The Template Customer option must be enabled for those customers that are to be used as
templates on the Customer/Sales/General tab. A description must also be entered for the template of each
customer.
- The order type you intend to use must have been entered in the Customer Order Type
page. To facilitate the order entry, a default order type can be connected to the customer on the
Customer/Sales/Sales tab.
- The coordinator to be used must have been added to the Coordinators page.
- Normally, supply chain parameters should be defined for the supply chain relation. For external customers
this can be done in the Site to Customer Supply Chain Parameters page, and for internal customers this can
be done in the Site to Site Supply Chain Parameters page.
- If you want to use the Delay Cost of Goods Sold at Delivery Confirmation option, the Delay Cost of
Goods Sold at Delivery Confirmation option on the Company/Supply Chain Information/Sales tab must have
been enabled.
System Effects
- As a result of this activity, a customer order header is created. When the order header is entered it
receives the status Planned. If the customer is entered as a quick registered customer, a new customer record
will be created. The Quick Registered Customer indicator in Customer/Sales/General tab and
Customers page for this customer will show this.
- When updating the Wanted Delivery Date/Time field, a dialog is opened. If Yes is chosen in the
dialog, the wanted delivery date/time for each order line will also be updated. If any order line is invoiced,
the date on that line will not be updated. If date is changed on an order line with pegged supply orders, the
replication dialog will appear in order to replicate the changes to the pegged supply order.
- Delivery information is first retrieved from a customer agreement, second from the supply chain relations,
and third from the customer record. New order lines to be delivered from the site in the header will get this
delivery information by default as long as the deliver-from supplier is not entered in the Customer Order/Order
Details tab and section Delivery Settings. If the deliver-from supplier is entered new
lines with a direct delivery from the same supplier will get this delivery information by default.
- The customer's default addresses will be defaulted to the new customer order. When order lines are added
they will get this delivery address. When the delivery address is changed, a question message will be displayed.
Existing order lines with matching delivery address will be updated with the delivery address of the header, if
the user selects Yes, regardless of the setting on the Default Info option. If the user selects
No, only lines with the Default Info option enabled, will be updated with the delivery address of
the header. In the case where the order line has the supply code Internal Purchase
Direct or Purchase Direct and a pegged purchase order is created, and the
line's Default Info is enabled, the Replication dialog is displayed with options for
replicating the changes to the pegged purchase order and sending a change request. If the
line's Default Info option is disabled, changes will be replicated to the pegged purchase
order and a change request will be sent, without displaying the Replication dialog.
- If order has lines pegged to purchase orders and the Customer's PO No or Reference
fields are changed, the replication dialog might appear in order to replicate the changes to the pegged purchase
order and send a change request. The detailed description for when these fields are replicated can be found in
About EDI/MHS Messages.
- When duplicating a previous order, only the information in the header, excluding the document text, will be
copied into the newly created order. All information in the new entry can be updated until it is saved.
- If the Confirm Deliveries option enabled, all order lines require delivery confirmation.
- If both the Confirm Deliveries and Delay Cost of Sold Goods to Delivery Confirmation options
are enabled, the cost of goods sold will be posted at delivery confirmation.
- If the Check Sales Group Setting option is enabled, only parts with a sales group that has either
Not Allowed or Optional status will be added to the order.
- If both the Confirm Deliveries and Check Sales Group Setting options are enabled, only parts
with a sales group that has either Required or Optional status will be added to the order.
- If your customer is Jinsui enabled the Jinsui Invoice indicator on the Customer Order/Order
Details tab and section Invoice will become automatically enabled upon saving the
customer order header record. This means that when you enter customer order lines, the Gross Total value of a
given line cannot exceed the maximum amount for Jinsui invoices (specified on the Company page).