Entering Externally Entered Customer Order using M3 e-business or EDI

Outcome

• Approved customer orders are created in the M3.
• A temporary customer order is created in 'Batch Order. Open' (OIS275). The order is completed with order header and order line information when temporary orders are created according to customer order type entered in 'Batch Order. Open' (OIS275).
• If all necessary information can be retrieved, a customer order is created in M3 and can be monitored in 'Customer Order. Open Toolbox' (OIS300).
• If the order is rejected due to erroneous or lacking information, a temporary customer order is created in 'Batch Order. Open' (OIS275). A message will be displayed in the web browser.

Before you start

• Settings must be entered according to setting document Batch Order.
• Settings for M3 e-business must be specified in M3.
• Settings must be specified in 'Settings - Quotations' (CRS732).
• Settings for EDI must be specified.

Follow these steps

1. Generation of customer order through M3 e-business or EDI

   M3 e-business

   Customer orders entered in M3 e-business are generated and created as temporary batch orders before they are created as confirmed orders in M3.

   EDI

   EDI messages generate temporary customer orders, before orders can be created as confirmed orders in M3.

2. Temporary customer orders created in batch order entry

   When a customer order is generated, a temporary customer order is created and assigned temporary customer order number in 'Batch Order. Open' (OIS275).

   The temporary order is then completed with information retrieved according to criteria defined on the customer order type. The completed order is then checked.

   If a complete and correct order can be created, a customer order with confirmed order number is created in automatically.

   If a complete and correct order cannot be created or if it contains errors, it must be changed or supplemented manually in 'Batch Order. Open' (OIS275).