Entering a customer order

This procedure explains how to manually enter a customer order. This procedure provide several options for entering orders.

Follow these steps to enter a customer order:

See Options for entering customer orders.

Note: The Item Entry (OE10.3) form offers several options for entering customer orders.

Access Item Entry (OE10.3).

Note: If you process orders from a specific location on a regular basis, then define that location as the default when you set up your user ID on User ID (OE53.1).
Define header information. Use these guidelines to specify the field values:

Order

If your company does not have automatic order numbering, then specify an order number for this transaction.

Order Type

Select an order type which determines what processing steps the order must go through in the warehouse.

Requested Date

Specify the date the customer wants the order delivered. If you leave this blank, then the expected ship date defaults.

Expected Ship Date

Specify the date the order is shipped.

Note: If Ship Days are defined at the Billing process level, then the ship days are added to the order date to act as the expected ship date.

Order Date

Specify the order date. If you leave this blank, then the system date defaults.

Note: The sequence in which you specify make-to-order kit components determines the sequence those items are printed on the pick list.
Select the items the customer is ordering in the Item field.

Note: Alternatively, specify an asterisk (*) in the FL (Item Flag) to specify a customer item number.
Specify the item quantities in the Quantity field.
If default pricing does not exist, then specify a price for the item.

Note: Infor Process Automation users have a service available that notifies the order processing manager if a calculated price for an order line was overridden. For information, see the LPA Services for Infor Lawson Reference Guide.

As you specify item quantities, the pre-tax order total displays at the bottom. For the order total with tax, click Tax Inquiry.

Note: If your company uses online allocation, then the item quantities are allocated or backordered when you add the order. If you use batch allocation, then you must allocate the item quantities at a later time.

See Allocating inventory.
Select the Add form action.

Note: The P, B, and C buttons only display when the order line meets certain criteria. For example, the C (Complementary Items) button displays when a complementary item exists.

After you add the order, you can make changes to line details. Consider these buttons:


P (Price Break)	If the item has price breaks at a certain quantity, you can change the quantity to receive a better price for your customer.
B (Backorders)	If the item is backordered, then you can view inventory at other locations to allocate to your order.
C (Complementary Items)	If the item has complementary items, then you can view and select those items to add to the order.
O (Line Options)	Click the line options button to change order line information. The line level buttons available are: Charges (to assign add-on charges to an order line) Comments (to add comments to an order line) Substitute (to add another order line for a substitute item) Tax Inquiry (to inquire on line tax information) Kit Option (to select options for make-to-order kit components) Accessories (to select accessories for make-to-order kit items) The line level tabs available are: Processing (to assign an expected ship date, hold code, and pick priority to the order line) Note: Infor Process Automation users have a service available that notifies the order processing manager that an order line was put on hold. For information, see the LPA Services for Infor Lawson Reference Guide. Shipping (to select how the order line is to be shipped) Billing (to add discount and tax information for the order line) Sales Rep (to add information about the sales representative for the order line) Accounts (to add sales, activity, and cost of goods sold, account information, and to add a unit cost) Intrastat (to add information about Intrastat transactions) User Fields (to add user-defined fields for the order line)

Release the order.

Note: If you are processing an electronic payment order and you perform authorization, then the authorization request is sent at order release.

Note: Infor Process Automation users have a service available to notify the order processing manager when an order has failed the authorization or settlement process for electronic payments. An additional service is available to indicate that a customer order has failed allocation. For information, see the LPA Services for Infor Lawson Reference Guide.