Define General Settings for Customer Order Entry
This document explains how you define the general settings for normal customer order entry. These settings must be defined before you can enter a customer order in M3.
Outcome
You have a defined set of parameters that control the customer order entry.
The settings define the following:
- Whether to use order date or requested delivery date as a check date for agreements and the validity of delivery addresses
- Whether discounts on a customer order are to be accounted/coded separately
- Whether to log changes of confirmed delivery dates in a separate file, and whether the confirmed delivery date should replace the planned delivery date when calculating the service level days for order deliveries
- Whether ATP checks are to be carried out per order line for kits
- What net price calculation method is to be used
- In what order the customer's delivery address is to be displayed in (OIS102/B) during customer order entry
- Whether the business area is to be retrieved from the salesperson or the item when creating order entry statistics and sales statistics.
Information about the parameters is stored in the parameter file (CSYPAR).
Before you start
- A company must be defined in 'Company. Open' (MNS095).
- A division must be defined in 'Company. Connect Division' (MNS100).
- A user must be defined in 'User. Open' (MNS150).
Follow these steps
-
Start 'Settings - Customer Order Entry' (CRS720/E).
-
Specify which check date to use for the agreement check and for delivery addresses validity check.
-
Select the 'Separate accounting' check box if discounts on a customer order are to be accounted/coded separately.
-
Specify if and when changes to confirmed delivery dates are to be logged in a separate file.
-
Select the 'ATP kit lines' check box if you want the ATP check to be carried out per customer order line.
-
Select the net price calculation method to be used when calculating the net sales price.
-
Select the order in which the customer's delivery addresses are to be displayed in 'CO Line. Connect Address' (OIS102/B) during customer order entry.
-
Specify from where the business area is to be retrieved when creating order entry and sales statistics.
-
Specify whether the confirmed delivery date should replace the planned delivery date when calculating the service level days for customer order deliveries. Press Enter to finish.
Parameters to set
| Program ID/Panel | Field | The field indicates … |
|---|---|---|
| (CRS720/E) | Check date |
… which date to use for agreement checks and customer's delivery addresses validity checks. The valid alternatives are: 1 = Order date 2 = Requested delivery date. |
| (CRS720/E) | Separate accounting |
… whether discounts on a customer order should be accounted/coded separately. If discounts are not to be accounted separately, the amount will affect the account net price of the item line. |
| (CRS720/E) | Log changes of confirmed delivery date |
… whether to log changes of confirmed delivery date for a customer order line in a separate file. The valid alternatives are: 0 = No 1 = Yes, always 2 = Yes, but only if the order confirmation document is printed. This information is used when sending information to the customer regarding changed delivery dates. If you select alternatives 1 or 2, this parameter can be used together with the 'Use confirmed delivery date' parameter when calculating the service level days for customer order deliveries. |
| (CRS720/E) | ATP kit lines |
… whether an ATP check is carried out per line when entering customer order lines in (OIS101). The valid alternatives are: 0 = No. Display a message for the first item included in the kit that has problems with ATP. 1 = Yes. ATP should be checked line by line when the user confirms the structure in the (OIS101/H) panel. |
| (CRS720/E) | Net price calculation method |
… how the net sales price for the U/M is calculated. The valid alternatives are: 1 = Net amount/Quantity 2 = Gross price – Discounts Net amount = Net price * Quantity. The purpose of this selection is to manage unit sales prices per customer order line when line discounts are used. The first method can generate differences between CO lines and order header, as rounded off unit sales price multiplied by quantity is not necessarily equal to net line amount. This method is the method used in previous versions of M3 BE. If line discounts entered as an amount are not related to ordered quantities, method 1 will be applied even if method 2 is selected. For more information, refer to Net Price Calculation Method. |
| (CRS720/E) | Delivery address line 1–4 |
… the order in which the customer's delivery address is displayed in (OIS102/B) during customer order entry. The valid alternatives are: 0 = The line is not displayed. 1 = The line is displayed in the first position. 2 = The line is displayed in the second position or by pressing F11. 3 = The line is displayed in the third position or by pressing F11. Note that only three lines can be displayed, and that you can only use one of these alternatives at the same time. |
| (CRS720/E) | Business area in statistics |
… from where the business area is retrieved when order entry statistics and sales statistics are created. The valid alternatives are: 0 = From salesperson 1 = From item. |
| (CRS720/E) | Use confirmed delivery date |
… whether the confirmed delivery date should replace the planned delivery date when calculating the service level days (UCDDF1) for customer order deliveries. The valid alternatives are: 0 = No. Use planned delivery date. 1 = Yes. Use the latest confirmed delivery date. 2 = Yes. Use first confirmed delivery date. Alternative 1 will use the actual confirmed delivery date according to the customer order line (OOLINE). Alternative 2 will use the first confirmed delivery date calculated based on the log file for all changes (DORESC). This alternative will work in the same way as alternative 1 if no change of confirmed delivery date exists, or if changes are not logged. Logging of changes is controlled by the 'Log changes of confirmed delivery date' parameter in (CRS720). |