When entering a customer order header, a number of checks are carried out. Some of these are mandatory, while others are optional. During the checks, information is displayed and the orders can be stopped or affected in some other way.
Most of the basic data entered or retrieved for the various fields is checked. Examples of mandatory checks are country code, terms of delivery, and currency checks.
For each customer order type and customer, a number of optional checks are specified. These checks are described below.
In certain cases, a check can be specified both per customer and per order type (for example, an agreement check). For each order type you specify whether to carry out the check, and for each customer you specify the conditions for the check.
Order messages can also be displayed on-line during order entry when specified in the order type in 'CO Type. Open' (OIS010/E). These messages are entered with selection criteria in 'CO Entry Message. Open' (OIS165). When these criteria are met, one or more messages are displayed.
If sales support is activated in 'CO Type. Open' (OIS010/F), the customer's buying pattern is displayed during full-screen order line entry in 'Customer Order. Open Line' (OIS101/H). This is done so that the person entering the customer order can easily determine whether the order size is reasonable.
To be able to use sales support, the 'Update buying pattern' field must be activated in 'CO Type. Open' (OIS010/E) and in 'Customer. Open' (CRS610/F).
If a credit check is activated in 'CO Type. Open' (OIS010/F), a warning is issued when the customer has exceeded a credit limit and the order is assigned a stop. The type of stop (1 to 4) corresponds to the limit value exceeded. When this occurs, order entry can continue only in program 'Customer Order. Stop' (OIS120), before a picking list can be printed.
Credit checks can be activated in the order flow as shown:
Registered charges are searched and retrieved when this check is activated in 'CO Type. Open' (OIS010/F).
This check determines if the customer is connected to a business chain. For customers belonging to a chain, specified information (such as invoice address) is retrieved from the next higher level customer. Business chain checks are activated in 'CO Type. Open' (OIS010/F).
This check determines if there is an agreement entered for the customer. Different kinds of checks are available. For example, with one check an agreement is not retrieved, but instead entered manually. Another check lets you display a list of current agreements during order entry. Agreement checks are activated in 'Customer. Open' (CRS610/F)0/F) and 'CO Type. Open' (OIS010/F).
For each customer, whether or not the search path for the default payer includes a business chain, it is specified in the 'Search payer' field in 'Customer. Open' (CRS610/F).
It is possible to allow or prevent a customer order from being prices with a total price in program 'CO Type. Open' (OIS010/F).