Connect Customer Order Charges to an Existing Customer Order

This document explains how you can connect new customer order charges to an existing customer order.

You can use this instruction when the order charge is not automatically retrieved and you want to manually add a new order charge to an order.

Outcome

New order charges are connected to the customer order and the order total is recalculated.

The new order charges are printed on the order documents, such as the order confirmation and invoice. If the charge is internal, the order statistics are updated and a follow-up of the internal charges can be performed.

Note that the new information only applies for the current customer order and does not change the order charges connected to the customer and the order type.

The following files are updated:

  • Customer order header file (OOHEAD)
  • Customer order line file (OOLINE)
  • File for order-specific order charges (OOCHRG)

Before you start

  • The starting conditions listed in Entering Customer Order - Normal Order Entry must be met.
  • A customer order must be entered.
  • Order charges must be defined in 'CO Charge. Open' (OIS030).

Follow these steps

  1. To connect customer order charges, specify the customer order number for the order that you want to change in 'Customer Order. Open' (OIS100/A).

  2. Select option 12=Charges to proceed to 'Customer Order. Connect Charges' (OIS103/B) and choose one of these options:

    • Connect a Predefined Customer Order Charge
    • Connect a New Customer Order Charge

Connect a Predefined Customer Order Charge

  1. On the (OIS103/B) panel, press F4=Browse in the Charge field and select one of the predefined order charges. Select New to connect the order charge and proceed to the E panel.

    Order charges already connected to the order are displayed on the B panel.

    Note that only charges in the order's currency can be connected.

  2. On the E panel, check and, if necessary, modify the open fields and verify that the charge can be invoiced in the Status field.

    Note that only one of the fields for charge and calculation factor can be modified at the same time.

  3. Click Next to confirm the connection and return to the (OIS103/B) panel, where the new order charge is displayed.

  4. Click Exit to return to the start panel in (OIS100/A).

Connect a New Customer Order Charge

  1. On the (OIS103/B) panel, specify a charge identity and select New. The E panel is then displayed.

  2. On the E panel, you can enter a charge in two possible ways:

    • To enter a fixed charge, specify the amount in the Charge field.

      This field can only be used if the calculation method is set to 0=Fixed Amount in 'CO Charge. Open' (OIS030/E).

    • To enter a calculated charge, specify the prerequisites for calculation in the 'Calculation factor' and 'Calculation method' fields.

  3. Specify a description for the new order charge. Check and, if necessary, modify the other information on the panel. Click Next to return to the B panel, where the new order charge is displayed.

  4. Click Exit to return to the start panel in (OIS100/A).

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