Customer Order Hub
User stories
A customer service representative or sales manager needs a unified application that consolidates multiple M3 programs, to quickly view, create, and manage customer orders and related details, and easily reschedule, confirm, copy orders, or update delivery addresses, all in one place.
M3 Business Engine configuration
To display data in the Customer Overview application, you must have customer orders set up in 'Customer Order. Open Toolbox' (OIS300). This M3 Business Engine configuration is required to get the Customer Order Hub application to work.
See the Components section for details on configuring each component.
Application authorization
To access and run the Experience Designer application, you must be authorized to the M3 Business Engine functions and API transactions used by the application.
This table shows the functions and API transactions used by the Customer Order Hub application:
| Function or API | Transaction |
|---|---|
| CRS610MI | GetBasicData |
| CRS610MI | LstAddresses |
| CRS610MI | GetAddress |
| CRS610MI | GetBasicData |
| CRS610MI | GetOrderInfo |
| MWS150MI | SelSupplyChain |
| MWS410MI | GetHead |
| MWS411MI | LstDelLnByOrd |
| OIS100MI | AddConnCOCharge |
| OIS100MI | DltLineCharge |
| OIS100MI | DelHead |
| OIS100MI | DelLine |
| OIS100MI | GetOrderHead |
| OIS100MI | AddLineCharge |
| OIS100MI | GetOrderHead |
| OIS100MI | LstConnCOCharge |
| OIS100MI | LstDocument |
| OIS100MI | LstLine |
| OIS100MI | LstLineCharge |
| OIS100MI | SearchHead |
| OIS100MI | AddOrderLine |
| OIS100MI | AddOrderHead |
| OIS100MI | ChgLineBatchEnt |
| OIS100MI | UpdPriceInfo |
| OIS100MI | ChgOrderRef |
| OIS100MI | CloLine |
| OIS100MI | DelConnCOCharge |
| OIS350MI | LstInvHeadByCo |
| OIS350MI | PrtInvoice |
Application Header
The application header contains a button that opens the application Customer Overview.
Customer Orders
The Customer Order Hub application starts with the data grid Customer Orders displaying customer orders. The customer orders must be in the status range 22-'Reserved' to 66-'Delivered' to be shown in the list. The user can search in the list, create a new order, confirm an order, reschedule, copy and delete an order.
Order Lines
The Order Lines data grid displays order lines and is populated with data when an order is selected. The user can add new lines, change lines, close and delete lines.
'Customer Information'
The 'Customer Information' tab contains three forms. Each form displays additional customer details and is populated with customer data when a customer order is selected.
'Overview'
The 'Overview' tab contains four forms. Each form displays further order information and is populated with data when a customer order is selected.
'Delivery Toolbox'
The 'Delivery Toolbox' tab contains one data grid and two forms. When selecting an order, the form displaying delivery address information and the data grid displaying delivery lines are populated with data. The form contains a button that opens 'Customer Order. Connect Address' (OIS102). When selecting a delivery line, the form displaying delivery line information is populated with data.
'Supply Chain'
The 'Supply Chain' tab contains a data grid that lists the supply chain information. It is populated with data when an order is selected.
'Related Documents'
The 'Related Documents' tab contains a data grid that lists related documents and is populated with data when an order is selected.
'Charges'
The 'Charges' tab contains two data grids. One displays order charges and is populated with data when an order is selected. The other displays line charges and is populated with data when an order line is selected.
'Customer Invoices'
The 'Customer Invoices' tab contains a data grid that lists invoices and is populated with data when an order is selected. The tab contains a button that you can use to print the selected invoice.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| Application header |
Component ID: appHeader Purpose: Displays the main application header with toolbar and title. M3BE data used: N/A Data services used: N/A Comment: Contains a button that opens the application Customer Overview. |
| Customer Orders data grid |
Component ID: DataGrid_SearchCOHead Purpose: Lists and searches customer orders. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Search_COHead Comment: Includes buttons for order operations. You must activate the OOHEAD table for search in M3 Function Search Administration. |
| Order Lines data grid |
Component ID: DataGrid_OrderLine Purpose: Displays detailed customer order lines. M3BE data used: 'Customer Order. Open Line Toolbox' (OIS301) Data services used: List_Line Comment: Supports selection and refresh interactions. |
| Customer Overview form |
Component ID: Form_CustomerOverview Purpose: Shows customer overview details including status and contact info. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_Customer Comment: N/A |
| Contact Details form |
Component ID: Form_ContactDetails Purpose: Displays and updates customer contact details. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerContactDetails Comment: N/A |
| Display Invoices data grid |
Component ID: DataGrid_DisplayInvoiceOverview Purpose: Lists invoices related to customer orders. M3BE data used: 'Invoice. Display' (OIS350) Data services used: List_Invoice Comment: Supports printing invoices via a button. |
| Details form |
Component ID: Form_Details Purpose: Displays detailed customer information. M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerOrderInfor Comment: N/A |
| Delivery Address form |
Component ID: Form_DeliveryInformationDeliveryToolbox Purpose: Shows and manages delivery address data. M3BE data used: 'Customer Order. Connect Address' (OIS102) Data services used: Get_CustomerAddress Comment: N/A |
| Delivery Line data grid |
Component ID: DataGrid_DeliveryLine Purpose: Lists delivery line information for orders. M3BE data used: 'Delivery. Open Line Toolbox' (MWS411) Data services used: List_DeliveryLines Comment: N/A |
| Delivery Line Information form |
Component ID: Form_DeliveryLineInformation Purpose: Shows detailed data for a selected delivery line. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: Get_DeliveryToolbox Comment: N/A |
| Charge Overview data grid |
Component ID: DataGrid_ChargeOverview Purpose: Displays overview of order charges. M3BE data used: 'Customer Order. Connect Charges' (OIS103) Data services used: List_CustomerCharge Comment: N/A |
| Charge Line Overview data grid |
Component ID: DataGrid_ChargeLineOverview Purpose: Lists detailed charges per order line. M3BE data used: 'Customer Order. Connect Line Charge' (OIS107) Data services used: List_LineCharge Comment: N/A |
| Order Details form |
Component ID: Form_OrderDetails Purpose: Displays order details like payer, project, and facility. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Get_Head Comment: N/A |
| Order Dates form |
Component ID: Form_OrderDates Purpose: Displays requested delivery dates and related fields. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Get_Orderdates Comment: N/A |
| Payment and Conditions form |
Component ID: Form_RN5JS7 Purpose: Shows payment terms and conditions. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Get_PaymentInformation Comment: N/A |
| Delivery Information form |
Component ID: Form_deliveryinformation Purpose: Displays delivery terms and packaging information. M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Get_CustomerAddress Comment: N/A |
| Supply Chain data grid |
Component ID: DataGrid_SupplychainOverview Purpose: Displays supply chain information. M3BE data used: 'Activate Supply Chain. Display' (MWS150) Data services used: Select_SupplyChain Comment: N/A |
| Documents data grid |
Component ID: DataGrid_documentsoverview Purpose: Displays related documents. M3BE data used: 'Customer Order. Connect Documents' (OIS104) Data services used: List_Document Comment: N/A |
Links and bookmarks
This table shows the links and bookmarks along with their purposes:
| Link ID | Type | Purpose |
|---|---|---|
| Link_AddCO | M3 Automation | Opens 'Customer Order. Open' (OIS100) to let the user add an order for the selected customer. |
| Link_AddCOLine |
M3 Automation |
Opens 'Customer Order. Open' (OIS100) to let the user add an order line for the selected customer and order. |
| Link_ChangeDelivery |
M3 Automation |
Opens 'Customer Order. Connect Address' (OIS102) to let the user change the delivery address for the selected customer. |
| Link_CopyOrder |
M3 Automation |
Opens 'Customer Order. Copy' (OIS106) to let the user copy an order. |
| Link_Cornfirm |
M3 Automation |
Confirms an order. |
| Link_CustomerOverview | M3 Bookmark | Opens the Customer Overview application. |
Dialogs
This table shows the dialog ID and API programs with their purposes:
| Dialog ID | API program | Purpose |
|---|---|---|
| Dialog_DeleteLine | OIS100MI/DelLine | Dialog to delete a customer order line. |
| Dialog_DeleteCustomerHeead | OIS100MI/DelHead | Dialog to delete a customer order header. |
| Dialog_PrintInvoice | OIS350MI/PrtInvoice | Dialog to print a customer order invoice. |
| Dialog_AddHeadCharge | OIS100MI/AddConnCOCharge | Dialog to add a customer order charge head. |
| Dialog_DeleteHeadCharge | OIS100MI/DelConnCOCharge | Dialog to delete a customer order charge head. |
| Dialog_AddChargeLine | OIS100MI/AddLineCharge | Dialog to add a customer order line charge. |
| Dialog_DeleteLineCharge | OIS100MI/DltLineCharge | Dialog to delete a customer order line charge. |
| Dialog_CloseLine | OIS100MI/CloLine | Dialog to close a customer order line. |
| Dialog_ChangeOrderLine | OIS100MI/ChgLineBatchEnt, OIS100MI/UpdPriceInfo | Dialog to change details of a customer order line. |
| Dialog_RescheduleOrderHead | OIS100MI/ChgOrderRef | Dialog to reschedule a customer order header. |
Conditional styles
This table shows the conditional styles of the components:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Customer Orders data grid | Condition_StsLo20 | ORSL | ORSL=20 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: exclamation |
| Customer Orders data grid | Condition_StsHi20 | ORST | ORST=20 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: exclamation |
| Customer Orders data grid | Condition_StsLo22 | ORSL | ORSL=22 | Text color: #1C7F49 - green |
| Customer Orders data grid | Condition_StsHi22 | ORST | ORST=22 | Text color: #1C7F49 - green |
| Customer Orders data grid | Condition_StsLo66 | ORSL | ORSL=66 |
Background color: #EBF9F1 - light green Text color: #1C7F49 - green Icon: apply-rule Icon color: #1C7F49 - green |
| Customer Orders data grid | Condition_StsHi66 | ORST | ORST=66 |
Background color: #EBF9F1 - light green Text color: #1C7F49 - green Icon: apply-rule Icon color: #1C7F49 - green |
| Customer Orders data grid | Condition_StsLo77 | ORSL | ORSL=77 |
Background color: #EBF1Fd - light blue Text color: #0066D4 - blue |
| Customer Orders data grid | Condition_StsHi77 | ORST | ORST=77 |
Background color: #EBF1Fd - light blue Text color: #0066D4 - blue |
| Customer Orders data grid | Condition_StsHi79 | ORST | ORST=79 |
Background color: #FFFFFF - white Text color: #0054B1 - blue Icon: info Icon color: #0066D4 - blue |
| Customer Orders data grid | Condition_StsLo79 | ORSL | ORSL=79 |
Background color: #FFFFFF - white Text color: #0054B1 - blue Icon: info Icon color: #0066D4 - blue |
| Customer Orders data grid | Condition_RLDZ | RLDZ | RLDZ earlier than today and ORSL<66 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: error Icon color: #C31014 - red |
| Order Lines data grid | Condition_StsHi22 | ORST | ORST=22 | Text color: #1C7F49 - green |
| Order Lines data grid | Condition_StsHi66 | ORST | ORST=66 |
Background color: #EBF9F1 - light green Text color: #1C7F49 - green Icon: apply-rule Icon color: #1C7F49 - green |
| Order Lines data grid | Condition_StsHi77 | ORST | ORST=77 |
Background color: #EBF1FD - light blue Text color: #0066D4 - blue |
| Order Lines data grid | Condition_StsHi99 | ORST | ORST=99 |
Background color: #FBE7E8 - light red Text color: #C31014 - red Icon: info Icon color: #C31014 - red |
| Order Lines data grid | Condition_DWDZ | DWDZ | DWDZ earlier than today and ORST<66 |
Background color: #FBE7E8 - light red Icon: error Icon color: #C31014 - red |
| Overview form | Condition_STAT | STAT | STAT=10 |
Background color: #EBF1FD - light blue Text color: #0066D4 - blue |
| Overview form | Condition_STAT | STAT | STAT=12 |
Background color: #FBE7E8 - light red Text color: #A30D11 - red |
| Overview form | Condition_STAT | STAT | STAT=11 |
Background color: #FEF2E5 - light orange Text color: #CD6200 - orange |
| Overview form | Condition_STAT | STAT | STAT=90 |
Background color: #EBF1FD - light blue Text color: #0066D4 - blue |
| Overview form | Condition_STAT | STAT | STAT=20 |
Background color: #EBF9F1 - light green Text color: #1C7F49 - green |