Customer Order Types

Before you start

To use this supporting function, the following prerequisites must be met:

If multiple unit coordination (MUC) is used, the invoice number series should be defined for each division in program 'Internal Invoice Series. Open' (MFS165).

No checks can be made to see whether an invoice number series exists during CO type entry in a MUC environment. Therefore, the ID of a specific series (for example, series A) must be entered for all divisions that will use a CO type referring to series A.

The number range can vary, so that a range for series A can be 100000-199999 for division XXX and 700000-799999 for division YYY.

• Order number series and invoice number series are specified in program 'Number Series. Open' (CRS165).
• Standard documents to be used are specified in program 'Standard Document. Open' (CRS027).

Follow these steps

1. Customer order type entry

   When entering a CO type, the customer order category and next manual function must be defined. The selected combination regulates how the parameter values are proposed on the E-K panels, and which fields and options may be changed for the order type.

   • Customer order category

     The customer order category indicates the type of order - for example, normal order, credit order, or adjustment order - for which the CO type is used.

   • Next manual function

     The next manual function regulates the activities performed automatically after an order is entered.

2. Parameters entry

   The panels in 'CO Type. Open' (OIS010) contain parameters regulating how a customer order is processed during entry in 'Customer Order. Open' (OIS100) and later in the customer order flow.

   A series of checks for the customer order type can be activated and then implemented when a customer order is entered. When M3 is installed, each check should be taken into account. Checks that should not be used for a CO type should be deactivated. This is done to make order processing as easy as possible and to increase M3 performance.

   General parameters for the CO type are set on the E panel. These regulate the overall settings for customer orders entered with the CO type. The parameters indicate whether the customer order may be preliminary, whether order messages are used.

   • Parameters - Customer order header

     Parameters for the customer order header are set on the F panel. These regulate the checks made in the customer order header. The parameters indicate on which levels the credit check is made. This CO type can then be proposed as the default CO type for the orders entered.

   • Parameters - Materials management

     Parameters regarding materials management are set on the J panel. The panel contains settings for allocation and a dispatch policy. The dispatch policy defined in 'Dispatch Policy. Open' (MWS010) defines how to manage the dispatch.

   • Parameters - Invoicing and Statistics

     Parameters for invoicing and statistics are set on the K panel. The parameters indicate whether advance invoicing is allowed, the auto level for invoicing, the acceptable deviation between ordered quantity and delivered quantity.

   • Parameters - Customer order lines I, II, and III

     Parameters for customer order lines are set on the G, H, and I panels. These regulate the checks made during entry of customer order lines. There are, for example, parameters that indicate the search order for the item ID, whether a reasonability check is made, whether negative quantities are allowed, whether bonus or commission is generated, the information affecting pricing.

3. Connect documents

   One or more documents per document group are connected to each CO type in program 'CO Type. Connect Documents' (OIS011). The program is accessed by related option 11='Documents' in 'CO Type. Open' (OIS010).

   Document groups regulate the documents used for a customer order entered with the CO type. To connect documents to a customer order, the ordering customer must be connected to the same document group as the CO type.

4. Enter order charges

   Order charges can be entered for each CO type in program 'CO Type. Connect Order Charges' (OIS013). The program is accessed by related option 13='Charges' in 'CO Type. Open' (OIS010).

   Charges can also be retrieved from program 'CO Charge. Open' (OIS030) and then changed for the CO type. If the same order charge is entered both for the customer and the CO type, then the CO type charge has priority.

   The charges entered for the CO type are proposed by default during customer order entry. They can then be changed or deleted.

   Charges can be external or internal. An external charge is invoiced to the customer. An internal one is not invoiced, but is considered a cost when calculating contribution margins for a customer order.

   Charges can be entered as fixed amounts or as factors. If a factor is used, the charge is calculated as a percent of another amount, such as a net price.

5. Define field control

   The fields to be displayed during customer order entry can be determined in 'CO Type. Update Field Selection' (OIS014). The program can be accessed by related option 14='Field control' in program 'CO Type. Open' (OIS010).

   'CO Type. Update Field Selection' (OIS014) displays the field headings for all fields used during customer order entry. For each field, it is possible to specify whether the contents are to be displayed and whether the contents may be changed. For many of the fields it is also possible to specify how the default values are to be retrieved for the CO header/lines during entry.

6. Enter customer order type per customer

   A CO type can be connected to a customer on 'Customer. Open' (CRS610/F)Parameters for the customer order header are set in the F panel. These regulate the checks made in the customer order header. The parameters indicate: whether the customer order may be preliminary, whether bonus/commission is generated, on which levels the credit check is made. This CO type can then be proposed as the default CO type for the orders entered.

   On the P panel in 'Customer Order. Open' (OIS100) you can specify whether the CO type is to be retrieved from the customer file or if the CO type entered in this program is to be used.

7. Enter country specific information

   Country specific CO type data are for certain countries managed and displayed through the country specific panel X in 'CO Type. Open' (OIS010). See the country specific instruction in this document on how to enter country specific CO type data.

Brazil-specific CO type data

This functionality must be set up for divisions that have been configured with country version BR on 'Company. Connect Division' (MNS100/L).

These fields are defined in 'CO type BR. Open' (OIBR06) and stored in the table XOTYPE (Customer order types).

Argentina-specific CO type data

This functionality must be set up for divisions that have been configured with country version AR on 'Company. Connect Division' (MNS100/L).

These fields are defined in (OIAR01) and stored in the table XARTYP (Customer order - order types AR).