Standing Customer Order

This document explains how to define a standing customer order and the items included in it. It also describes functions for maintaining the order.


A standing customer order is a predefined customer order that is filled at regular intervals. The contents and terms of the order are set in advance by the customer and supplier. These terms are applicable during the time set as the order's validity period.

Standing customer orders are used to simplify repetitive, normal orders. A customer and supplier can agree on fixed terms for quantity, item, invoice address, etc. for the standing order. The items are then delivered as specified at regular intervals of days, weeks or months.

Standing customer orders are entered in 'Standing Customer Order. Open' (OIS074).


Before you start

Follow these steps

  1. Define standing customer order

    Standing customer orders are defined in 'Standing CO. Open' (OIS074). The following information must be entered.

    • Customer Order Type

      The customer order type used for the standing customer order must have agreement check activated in 'CO Type. Open' (OIS010/F).

    • Interval and First Date

      The interval determines how often a customer order is created from the standing order. This can be specified in terms of years, months or days.

      Standing customer orders will be created according to this interval when generated in 'Customer Order. Create from Standing Order' (OIS078).

      The interval applies from the date specified in the 'First date' field.

    • Standing Customer Order Group

      A standing customer order group can be entered and used as a selection criterion when generating standing customer orders. Standing customer order groups are entered in 'Standing CO Group. Open' (CRS113).

    • Status - Activating the Order

      A standing customer order is activated by setting the 'Status' field to status 20=Final in 'Standing CO. Open' (OIS074/E).

    A standing order can be created by copying another standing order. The information to be copied is set on the P panel.

  2. Define standing customer order lines

    The order line for the standing customer order, that is, the items included in the order, is entered in 'Standing CO. Open Line' (OIS075), which is started from 'Standing CO. Open' (OIS074) using option 13=Standing CO lines.

    The order line defines item number, quantity and unit of measure. Delivery and period of validity can be set separately per order line. This information is also set generally per standing customer order, but can be set separately per order line.

    Pre-text and post-text can be entered for the order lines using option 12=Pre-text header and option 13=Post-text header, respectively. If no text is entered for the standing customer order, text will be retrieved from 'Settings - Batch Orders' (OIS278).

  3. Specify non-activity periods

    Non-activity periods are used to suspend a standing customer order for a period, for example, a holiday. Non-activity periods are specified in 'Customer. Connect Non-activity Period' (OIS051).

    The following information is specified:

    • Day type. Option 1=Delivery day is used for standing customer orders.
    • Day number. One period must be entered for each delivery day entered for a customer. This is done most easily by copying.
    • Date interval.
  4. Specify delivery day changes

    Use 'Standing CO. Change Delivery Day' (OIS073) to change a delivery day, for example due to a holiday. These changes are done generally and not per order.

  5. Define settings for automatic generation

    Standing customer orders can be set to be handled completely automatically.

    If 'Customer Order. Create from Standing Order' (OIS078) is set to run automatically in M3 Job Scheduler, standing customer orders are generated automatically at defined intervals. This is not described in M3 Companion.

  6. Define batch order settings

    A standing customer order must be defined as a source for a batch order. Additional information and rules for generating orders must also be defined. This is done in 'Settings - Batch Orders' (OIS278).

    The information set in (OIS278) will be used for the order instead of the information set per customer. This means that, for example, the customer order type and facility entered in (OIS278) will be used. These settings can either be customer-specific or general. To define a general setting, select an alternative in the 'Source for batch order' filed and leave the 'Customer' field blank. If no customer-specific setting is defined, the general values will be used.

    The 'Source sales price is valid' field should be selected to retrieve sales price according to the sales price hierarchy.

    See Batch Order.

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