Print Customer Order Confirmation on Paper or Send Electronically

This document explains how to send a customer order confirmation to one or more customers, either on paper or electronically.

This instruction is used if order confirmation is not printed automatically after order entry or order approval. Automatic printout is set for document number 231 (order confirmation) in 'CO Type. Connect Documents' (OIS011).

This instruction can also be used when you want to print copies of previously printed order confirmations.

Outcome

Order confirmations are printed on paper or sent through electronic media. Prices are printed depending on how the 'Price printout' field is set in 'Customer. Open' (CRS610/H).

  • To send order confirmations to customers.
  • Order confirmations are created as document OIS606PF in the spool file.

Order confirmations are created as document OIS606PF in the spool file.

Before you start

  • Customer orders must be specified. If customer order approval is used, the orders must be approved.
  • An order confirmation document ( document number 231) is connected to the customer order to be confirmed. This is checked using option 13='Documents' in 'Customer Order. Open' (OIS100) or 'Customer Order. Open Toolbox' (OIS300). The order confirmation document is connected to an order using a setting in 'CO Type. Connect Documents' (OIS011). Note that the document group must be the same as the one specified in 'Customer. Open' (CRS610/H). Order confirmation can also be connected manually in 'Customer Order. Connect Documents' (OIS104), which is reached from 'Customer Order. Open' (OIS100).
  • If order confirmations are sent electronically, for example through EDI, document number 231 must be specified with an appropriate communication code in 'Standard Document. Connect Media Control Object' (CRS945).

In (OIS104), you can specify a printer ID or email address, or both, per document, to be used for the document printout for that customer order. The values specified on the document will override the media control setup of the document in 'Doc Media Control Object. Connect Media' (CRS949).

For the functionality to work, the media control in (CRS949) must be used with a setup that can be overridden. The printer settings for the user in 'Output Media Selection. Open' (MNS205) are not overridden. That is, if a printer ID is specified for a document in (OIS104), a record with printer as media must exist for the document in (CRS949).

This functionality is not implemented for all documents. The supported documents are the order confirmation (231), the quotation document (310), the preliminary invoice (350), the payment document (360), and the invoice (380) for customer orders.

For the order confirmation, the quotation document, and the payment document, the values specified for the documents in (OIS104) are used. For the preliminary invoice and the invoice documents, the values are retrieved from 'CO Delivery. Connect Documents' (OIS154). Note that the values specified for the documents in (OIS104) are automatically copied to the documents in (OIS154).

Follow these steps

  1. Start 'Customer Order. Print Confirmation' (OIS605).

  2. Specify which customer order confirmation is to be printed. This activity can be done in two ways:

    • Specify intervals for different selection criteria. If several criteria are specified, specify a sorting order in the 'Sorting order' field.
    • Specify up to five individual customer order numbers in the fields at the bottom of the panel.

  3. In the 'Copy' field, specify whether only new documents or new documents and copies of old documents are to be printed.

  4. Press Enter to start printing or generating the electronic message.

  5. If no out queue is defined, specify the out queue on the panel displayed.

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