M3_H5_CreateAgreementFromCustomerQuote

Use this script in 'Customer Order. Open Line' (OIS101) for a specific customer order to create a customer blanket agreement. This script uses the specific customer order information that you selected and after the successful creation of the customer blanket agreement, you will receive a confirmation with a drill back to 'Cust Blanket Agreement. Open' (OIS060).
Note: This script is only applicable to the new H5 UI.

Argument string example: Create blanket agreement, -1, 0, A02, 20, 0

Argument Example Optional Remarks
Button name Create blanket agreement No You can use any button name which depends on your requirement.
Target row for the button -1 No You can specify any row selection based on your requirement. For the given example, -1 places the script button on the bottom right of the program which is nearer to the previous button on the (OIS101/B1) panel.

Another example is if you use 7 as the target row and 60 in the target column, the button is placed in the Filter options appropriately.
Target column for the button 0 No You can specify any row selection based on your requirement. For the given example, 0 places the script button on the bottom right of the program which is nearer to the previous button on the (OIS101/B1) panel.

Another example is if you use 7 as the target row and 60 in the target column, the button is placed in the Filter options appropriately.
Agreement type of the Blanket Agreement A02 No Agreement type as defined in (OIS063) to be used in this argument.
Blanket agreement status code 20 No

You can specify any status based on your requirement. The example, 20, creates an agreement in Final status.

Another example is if you use 10, this sets a Preliminary status while using 80 sets the status to Completed accordingly.
Check Inventory Accounting 0 No The example, 0, indicates that no filter for Inventory accounting check.
If the argument uses 1, the script filters only the customer order lines where Inventory Accounting Check (Iac) is set as 1 against the Item number and consider only those lines.
Note: This Inventory accounting Check filter only works if Iac Column is available in the selected View in the (OIS101) program. Otherwise, it will always consider all lines where there is no Iac Column in the view, if there is no Customer order line set as 1 against the Item number in Iac column, or if argument is set as 0 for Inventory accounting check.
  1. Select a customer order from 'Customer Order. Open Toolbox' (OIS300). Right-click the order, select Related > Order lines.
  2. In 'Customer Order. Open Line' (OIS101), add the script and argument.

    See information about adding scripts in the Infor M3 Core Administration Guide.

  3. Click Create Blanket Agreement in (0IS101) to create a blanket agreement.
  4. Specify this information:
    Customer
    No action is required. Value is retrieved from the selected customer order.
    Order number
    No action is required. Value is retrieved from the selected customer order.
    Agreement number
    Specify the agreement number to be created in (OIS060). You can create an agreement number up to seven alphanumeric characters.
    Start date
    Select the start date of agreement.
    Valid to
    Select the date until when the agreement is valid.
    Description
    Specify a description for the agreement to be created in (OIS060). You can create an agreement description up to 40 alphanumeric characters.
    Address number
    Select the appropriate customer address number for the agreement.
  5. Click Create.
  6. Click Yes in the prompt containing the agreement number. The program 'Cust Blanket Agreement. Open' (OIS060) opens with your order number in the first row of the list.
  7. Right-click the first agreement and select Related > Agreement lines. You can view all the customer order lines from (OIS101) that are copied to (OIS060).
  8. In (0IS060), check the information taken from the customer order lines. Right-click an order line, select Related > Agreement lines lines to view additional information on the agreed prices.

APIs used for this H5 script

Program Transaction
CRS610MI LstAddresses
OIS100MI GetHead
OIS060MI AddCustBlkAgr
OIS060MI AddAgrLnPrice
OIS100MI LstLine
OIS060MI LstCustBlkAgr