Enter a Customer Order Using Several Panels in the Order Header

This document explains how you enter a normal customer order until the order has reached status 10=Preliminary or status 20=Final. By a normal order entry means a customer order that is entered manually in 'Customer Order. Open' (OIS100).

This instruction describes a longer version of customer order entry where the different panels in the order header are described separately. This instruction is based on panel sequence EFGH5.

Use this instruction when you, during order entry, want to:


The customer order is entered and the order is set to status 10=Preliminary or status 20=Final. The parameters in the order header are checked and, if necessary, changed.

The following files are updated:

The customer order can be further processed in the customer order flow and the next step is:

Before you start

The starting conditions listed in Entering a Customer Order: Normal Order Entry must be met.

Follow these steps

Enter a Customer Order

  1. Start 'Customer Order. Open' (OIS100/A).

    Set the panel sequence to EFGH5.

  2. Enter a customer number. Press Enter and information about the customer is automatically retrieved to the A panel.

    The information (such as customer order type, payer, blanket agreement, delivery address and customer address) is retrieved from the customer file.

  3. Enter the customer's requested delivery date. Press Enter to proceed to the E panel.

Enter Parameters Controlling the Distribution of the Order

  1. On the E panel, check the information that is automatically retrieved. Enter or change, if necessary, the following parameters:

    Note: Most of the parameters on the E, F, G, and H panels are predefined in the customer file and in the order type, and are retrieved automatically to the order header. The customer order type also determines whether the parameters can be entered or changed manually during order entry.
    • Payer
    • Invoice recipient - The number of the customer who will receive the invoice
    • Warehouse - The warehouse to be proposed as the delivering warehouse
    • Supply model - A set of rules for finding alternate ways to supply a specific demand
    • Order date - The date the order arrived from the customer
    • Customer order date - The date when the customer placed the order
    • Requested delivery date - In the second of two fields for requested delivery dates, the date is expressed in the time zone of the unloading location. Sometimes the loading and unloading locations are in different time zones, which is why this date can be different from what applies for the local time zone.
    • Priority - The priority is set in relation to other customer orders. The priority is used as a selection criterion when shortages occur. The valid values are 0 (highest priority) to 9 (lowest priority)
    • Project number - A unique ID for a project, which can also be used to define a season in the fashion industry application.
    • Project element - An element that is part of a project structure. An element can refer to an activity, a subproject or a main project. It can also be used to define a delivery window in the fashion industry application.
    • First/last date - The first and the last valid delivery date for a customer order. It can also be used in the fashion and food and beverage industry applications.
  2. Press Enter to proceed to the F panel.

Enter Parameters for Payment and Delivery Terms

  1. On the F panel, check the information that is automatically retrieved and define different payment terms and delivery terms. Enter or change, if necessary, the following payment terms parameters:

    • Language - The language in which external documents are to be printed
    • Payment terms - How to calculate the due date
    • Cash discount term - How to calculate cash discount. Cash discounts are defined in 'Cash Discount Term. Open' (CRS077).
    • Line charge model - An ID to which an optional number of line charges can be connected. When using a line charge model, the line charges are validity checked for the lines entered.
    • Summary invoice - Determines whether orders and deliveries can be invoiced together on a summary invoice.
    • Manual due date - A manually entered due date will have a higher priority than the due date calculated according to the payment terms (see above).
    • Value date - Determines the basis for the calculation of the due date for invoicing. The value date will be valid before the invoice and delivery date
    • EU triangular trade - Goods are shipped between EU countries but the payment is made from an EU country other than the one receiving the goods.
  2. Enter or change the following delivery terms parameters:

    • Delivery method - Used for selection purposes when connecting customer orders to a shipment
    • Delivery terms - Controls when transport responsibilities shift from supplier to customer, such as payments and insurance terms
    • Packaging terms - What terms apply when goods are packed
    • Route - Used to coordinate transportation to several customers and to distinguish orders needing special handling
    • Route departure - Departures that reoccur with a defined interval
    • Address number - A record in the address file
    • Delivery specification - A detailed description of where a customer order line is delivered, such as workplace, building, entrance or floor.
  3. Press Enter to proceed to the G panel.

Enter Contact References Parameters

  1. On the G panel, check the information that is automatically retrieved and concerns contact references between the company and the customer. Enter or change, if necessary, the following contact references parameters:

    • Responsible - A unique user identity that can be used for selecting and sorting purposes
    • Salesperson - Used as a selecting and sorting identity in statistics and functions in the customer order flow
    • Customer's order number - Acts as a reference to the customer's own order number and is printed on external documents
    • Our reference - The person whom the customer or supplier may contact
    • Your reference - The customer's contact person
    • Contact method - How a customer is normally contacted (used in statistics)
    • Business type, trade statistics - Used to distinguish different types of trade transactions in the trade statistics
    • Quotation number - The quotation that forms the basis for the customer order
    • Customer's purchase order date - The date when the customer placed the order.
  2. Press Enter to proceed to the H panel.

Enter Price Information

  1. On the H panel, check the information that is automatically retrieved and controls, for example, price, VAT, currency and discounts. Enter or change, if necessary, the following price information parameters:

    • Blanket agreement number - Used to regulate which agreement is checked during customer order entry
    • Price list table - A joint identity for sales prices of several items
    • Service charge - The service charge connected to the customer order
    • Discount model - Controls how discounts are calculated for a customer order
    • Currency - The abbreviation for the currency
    • Exchange rate - The fixed exchange rate to use at invoicing
    • Future rate agreement number - Identity of a unique future rate agreement
    • Payment method, accounts receivable - Used as a general sorting key when handling customer payments
    • VAT code - Used to indicate a VAT exemption agreement
    • Tax applicable - Whether the customer or a specific order are required to declare VAT or sales tax
    • Exchange rate type - Exchange rate type is mandatory information when maintaining exchange rates
    • Currency conversion method - How conversion from foreign to local currency is done.
  2. Press Enter to proceed to 'Customer Order. Open Line' (OIS101/B).

  3. On the B panel, enter an item and the quantity and, if necessary, the price. Press Enter and the ordered item will be displayed.

    Repeat this step if you want to add more items to the order. Click Exit to finish order entry.

The customer order is now entered and the order is set to status 10=Preliminary or to status 20=Final. For more detailed information about entering order lines, refer to Entering Customer Order Line

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