Customer order (CO) types allow customer orders to be processed and checked in the customer order flow according to the requirements of the customer's company.
A CO type is a setting that determines the automation level of a customer order and the checks to be made during order entry. This includes how items are allocated in inventory, how picking lists are printed and how invoicing is initiated.
A customer order must be entered with a CO type. The type can either be entered manually or retrieved automatically from the customer. After a customer order is entered, its CO type cannot be changed. However, it is possible to change the CO type's default values after the order is entered. See section Field Control later on in this document.
To use this supporting function, the following prerequisites must be met:
If multiple unit coordination (MUC) is used, the invoice number series should be defined for each division in program 'Internal Invoice Series. Open' (MFS165).
No checks can be made to see whether an invoice number series exists during CO type entry in a MUC environment. Therefore, the ID of a specific series (for example, series A) must be entered for all divisions that will use a CO type referring to series A.
The number range can vary, so that a range for series A can be 100000-199999 for division XXX and 700000-799999 for division YYY.
Customer order type entry
When entering a CO type, the customer order category and next manual function must be defined. The selected combination regulates how the parameter values are proposed in the E-I panels, as well as which fields and options may be changed for the order type.
The customer order category indicates the type of order - for example, normal order, credit order, or adjustment order - for which the CO type is used.
The next manual function regulates the activities performed automatically after an order is entered.
The panels in 'CO Type. Open' (OIS010) contain parameters regulating how a customer order is processed during entry in 'Customer Order. Open' (OIS100) and later in the customer order flow.
A series of checks for the customer order type can be activated and then implemented when a customer order is entered. When M3 is installed, each check should be taken into account. Checks that should not be used for a CO type should be deactivated. This is done to make order processing as easy as possible and to increase M3 performance.
General parameters for the CO type are set in the E panel. These regulate the overall settings for customer orders entered with the CO type. The parameters indicate whether advance invoicing is allowed, whether order messages are used, the auto level for invoicing, the acceptable deviation between ordered quantity and delivered quantity.
Parameters for the customer order header are set in the F panel. These regulate the checks made in the customer order header. The parameters indicate: whether the customer order may be preliminary, whether bonus/commission is generated, on which levels the credit check is made.
Parameters regarding materials management are set on the G panel. The panel contains settings for allocation and a dispatch policy. The dispatch policy (MWS010) defines how to manage the dispatch.
Parameters for customer order lines are set in the I and J panels. These regulate the checks made during entry of customer order lines. There are, for example, parameters that indicate the search order for the item ID, whether a reasonability check is made, whether negative quantities are allowed, the information affecting pricing.
One or more documents per document group are connected to each CO type in program 'CO Type. Connect Documents' (OIS011). The program is accessed by specifying option 11=Documents in 'CO Type. Open' (OIS010).
Document groups regulate the documents used for a customer order entered with the CO type. To connect documents to a customer order, the ordering customer must be connected to the same document group as the CO type.
Enter order charges
Order charges can be entered for each CO type in program 'CO Type. Connect Order Charges' (OIS013). The program is accessed by specifying option 13=Charges in 'CO Type. Open' (OIS010).
Charges can also be retrieved from program 'CO Charge. Open' (OIS030) and then changed for the CO type. If the same order charge is entered both for the customer and the CO type, then the CO type charge has priority.
The charges entered for the CO type are proposed by default during customer order entry. They can then be changed or deleted.
Charges can be external or internal. An external charge is invoiced to the customer. An internal one is not invoiced, but is considered a cost when calculating contribution margins for a customer order.
Charges can be entered as fixed amounts or as factors. If a factor is used, the charge is calculated as a percent of another amount, such as a net price.
Define field control
The fields to be displayed during customer order entry can be determined in 'CO Type. Update Field Selection' (OIS014). The program can be accessed by specifying option 14=Field control in program 'CO Type. Open' (OIS010).
'CO Type. Update Field Selection' (OIS014) displays the field headings for all fields used during customer order entry. For each field, it is possible to specify whether the contents are to be displayed and whether the contents may be changed. For many of the fields it is also possible to specify how the default values are to be retrieved for the CO header/lines during entry.
Enter customer order type per customer
A CO type can be connected to a customer in 'Customer. Open' (CRS610/F). This CO type can then be proposed as the default CO type for the orders entered.
On the P panel in 'Customer Order. Open' (OIS100) you can specify whether the CO type is to be retrieved from the customer file or if the CO type entered in this program is to be used.