Connect Customer Order Charges to a Customer Order During Order Entry

This document explains how you can connect new customer order charges to a customer order during order entry by using the panel sequence.

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

A customer order is entered, new order charges are connected to the order and the order total is recalculated.

The new order charges are printed on 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 changes only apply for the current customer order and do not change the standard order charges connected to the customer and 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 a Customer Order: Normal Order Entry must be met.
Order charges must be defined in 'CO Charge. Open' (OIS030).

Follow these steps

Start 'Customer Order. Open' (OIS100/A). Enter a panel sequence that includes 2 and 5.
Specify the customer number. Press Enter and the information about the customer is automatically retrieved to the order header.
Specify the requested delivery date and other information, if necessary. Press Enter to proceed to 'Customer Order. Connect Charges' (OIS103/B).
- You can connect a predefined order charge, go to Connect a Predefined Customer Order Charge.
- You can connect a new order charge, go to Connect a New Customer Order Charge.

Connect a Predefined Customer Order Charge

On the (OIS103/B) panel, press F4=Browse in the Charge field and select one of the predefined order charges. Click 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.
On the E panel, check and, if necessary, modify the open fields. By checking the status field, verify that the charge can be invoiced.

Note that only one of the fields for charge and calculation factor can be modified at the same time.
Press Enter to confirm the connection and to return to the (OIS103/B) panel, where the new order charge is displayed.
Click Exit to proceed to the order lines in 'Customer Order. Open Lines' (OIS101/B1), where you can continue order entry.

Connect a New Customer Order Charge

On the (OIS103/B) panel, enter a charge identity and click New. The E panel is then displayed.
On the E panel, you can enter an order 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).
- To enter a calculated charge, specify the prerequisites for calculation in the 'Calculation factor' and 'Calculation method' fields.
Specify a description for the order charge. Check and, if necessary, modify the other information on the panel. Press Enter to return to the B panel, where the new order charge is displayed.
Click Exit to proceed to the order lines in (OIS101/B), where you can continue order entry.