Defining General Settings for Customer Order Entry

This document explains how you define the basic settings for customer order entry. These settings must be defined before you can enter a customer order in M3. Customer order entry is also controlled by the parameters defined in the customer file and in the order type. These settings are not dealt with in this document.

Note: The settings for customer order entry can vary considerably from one company to another depending on the company's conditions, policies and company rules.

Before you start

Follow these steps

  1. Define User-Specific Settings for Customer Order Entry

    Before starting customer order entry, you have to define your own settings for how you want the order entry to be processed. These settings control and facilitate the order entry, and it is possible for you to adjust the settings to suit your work routines.

    For the order header in (OIS100) you can specify, for example, what order type, panel sequence and date format to use and what customer address to display, etc. You can also decide whether a number of fields are to be displayed during order entry, and whether it will be possible to change the values in the fields.

    For the order lines you can specify, for example, the check sequence to be used when searching for an item entered in (OIS101/B), whether or not you want a quick or detailed order line entry, what information is normally displayed on the total line in (OIS101/B), etc.

    User-specific settings for order header and order line entry are entered on the P panels in 'Customer Order. Open' (OIS100) and 'Customer Order. Open Line' (OIS101) respectively.

  2. Define Settings for Customer Order Entry

    To be able to enter a customer order, you need a set of rules that determine how the order entry is to be processed. These rules control, for example, check dates for agreements and delivery addresses, whether discounts should be coded separately, what net price calculation method is to be used, etc.

    You define the settings for customer order entry in 'Settings - Customer Order Entry' (CRS720).

  3. Define Settings for Copying Customer Orders

    To speed up customer order entry, you sometimes want to copy another customer order. Through the settings, you can decide whether to copy a credit order to a debit order. You can also decide whether to automatically copy the order header and the information in connection with it, such as order texts, order-specific addresses and order charges; or to copy the order lines and information in connection with them, such as order line charges, texts, cost price, sales price and confirmed delivery date.

    You define settings for copying customer orders in 'Settings - Customer Order Copying' (CRS731/E).

  4. Define Settings for Batch Orders

    A customer order can be entered from many different sources. An order entry is normally entered manually, but it is also possible to enter an order from many other different sources, such as via EDI (Electronic Data Interchange), from standing customer orders, with quick order entry, or from delivery schedules and simulated customer orders.

    You define the settings for batch orders in 'Settings - Batch Orders' (OIS278).

  5. Define Settings for Acquisition Orders

    There are different ways to provide the customer with an ordered item if you do not have the item in stock. You can, for example, buy the item from another supplier or manufacture the item. The acquisition settings control, for example, the status on line type 1 and line type 2, how to handle over-shipped items, and whether to update cost prices for acquired items when supplier invoice lines are approved.

    You can define the settings for acquisition orders in 'Settings - Acquisition' (CRS723/E).

Outcome

The settings that will control how customer order entries are processed are defined.

The order entry settings control and facilitate the entry of customer orders.

The parameters defined in 'Settings - Customer Order Entry' (CRS720), 'Settings- Customer Order Copying' (CRS731) and 'Settings - Acquisition' (CRS723) are stored in the parameter file (CSYPAR). The parameters defined in 'Settings - Batch Orders' (OIS278) are stored in the file for order types for batch orders (OBTYPE).

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