Defining batch order parameters

When a quotation is released, sales lines are created through the batch entry of the customer order.

  1. Open 'Settings - Batch Orders' (OIS278).
  2. To add a record, complete these steps:
    1. In the Source field, specify F for M3 Equipment Quotation Management.

      The Source field determines the source of the batch order.

    2. Click Create.
  3. In the E panel, specify this information:
    Source sls prc
    Specify 1–Yes, if not zero. This field determines the sales price of the source.
    Severity level
    To prevent the quotation from being retained in 'Batch Customer Order. Open' (OIS275) when only a warning is issued, specify 20–No messages.
    Doc class 1, Doc class 2, Doc class 3, Doc class 4, Doc class 5
    To transfer text information from the quotation to the customer order, specify the document class parameters.
  4. To save the record, click Next.