Entering Customer Order From Standing Customer Order

This document explains how customer orders are created from existing standing customer orders.

A standing customer order is a predefined customer order, including order lines, used as a basis for creating customer orders at set intervals. Customer order lines containing items and quantities are entered in a standing customer order.

Outcome

  • Customer orders are generated from standing customer orders.
  • As an alternative order entry method for minimizing manual work for standardized orders.
  • To facilitate processing of repetitive orders and increase performance in M3 by minimizing the space occupied in the order file.
  • Temporary customer orders are sent to batch order entry, where they are checked.
  • Customer orders are generated at set interval in M3 and will be handled according to their respective customer order type. The orders can be generated automatically or semi-automatically.
  • A record is created in the history file and can be displayed in 'Standing Customer Order. Open History' (OIS076), which is reached from 'Standing CO. Open' (OIS074).

Before you start

The settings specified in Batch Order must be defined.

Follow these steps

  1. Generation of temporary customer order from standing customer order

    Standing customer orders entered in 'Standing CO. Open' (OIS074) are generated and created as temporary batch orders before they are created as confirmed orders in M3.

    There are two ways of generating customer orders from standing customer orders in M3:

    • Manual generation

      Manual generation is done in 'Customer Order. Create from Standing Order' (OIS078).

      A selection is made, for which standing customer orders should be generated. Selections can be based on delivery date, delivery day, and customer or standing CO group.

    • Automatic generation

      If the generation in 'Customer Order. Create from Standing Order' (OIS078) is set to run automatically in M3 Job Scheduler, standing customer orders are processed completely automatically.

    At generation, temporary customer orders will be created from the defined standing customer orders.

    Standing customer orders will be generated if they

    • Match the selection criteria for the generation in 'Customer Order. Create from Standing Order' (OIS078).
    • Fall within the due for customer order interval defined in 'Standing CO. Open' (OIS074).

  2. Temporary customer orders created in batch order entry

    When standing customer orders are generated, temporary customer orders are created and assigned temporary customer order numbers in 'Batch Order. Open' (OIS275). The temporary orders are checked for completeness and accuracy.

    If a temporary order is complete and correct, a customer order with confirmed order number is created in M3 automatically.

    If a temporary order is not complete or contains an error, it must be changed or completed manually in 'Batch Order. Open' (OIS275).

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