Batch Order

Description

A batch order represents an alternative to manual customer order entry in 'Customer Order. Open' (OIS100). It is a common term for customer orders not initiated through normal customer order entry.

M3 batch orders are used to create customer orders from the following sources:

• Customer orders through EDI
• Customer orders through manual quick entry of customer orders
• Customer orders through delivery schedules
• Customer orders from standing customer orders
• Credits of customer returns
• Credits of reservations for bonus/commission
• Customer orders through M3 telephone orders or Internet
• Customer orders created from project orders
• Mass change of customer orders
• API programs
• Customer order simulation
• Packaging actions

A batch order is often processed in a batch job, hence the name batch order.

The checks that are normally made when entering customer orders manually are also made when creating or updating orders through batch orders. If all the information in a batch order is complete and correct, a customer order is created. If not, the batch order must be checked and adjusted manually in 'Customer Order. Quick Entry' (OIS200).

Outcome

• Customer orders can be entered in M3 from external sources and internal sources other than regular customer order entry.
• Orders that are erroneous or incomplete are blocked from being created.
• Automatic creation of orders in M3.
• Temporary orders are created according to the information set in 'Settings - Batch Orders' (OIS278), instead of regular settings for the customer and customer order type.

Before you start

Customer order types suitable for each source of batch order must be entered.

Follow these steps

1. Enter batch order source

   Settings for how M3 is to create customer orders are defined in 'Settings - Batch Orders' (OIS278). A setting must be defined for each source used to generate customer order.

   The sources are:

   Code	Source
   1	EDI (electronic data interchange)
   2	Standing customer
   3	Customer returns credits
   4	Quick order entry
   5	Bonus/commission credits
   6	Delivery schedules
   7	Internet
   8	Project order
   9	Mass change of customer order
   A	API program
   B	Supply Model. Simulate (OIS340)
   C	Packaging actions

2. Specify Customer-Specific settings

   Define settings for each source for the combination of source and customer.

   You should also specify a setting for the combination of source code and blank customer. This setting is used when there is no setting defined for a particular customer.

3. Define settings in (OIS278)

   When a customer order is created through the batch order entry, the setting defined for a source in 'Settings - Batch Orders' (OIS278) takes priority over the same setting defined for the customer or customer order type.

   These are the most important fields:

   • Facility and customer order type

     The facility and customer order type are retrieved from (OIS278), regardless of other settings. Both fields are mandatory. This is important, since the order type controls how an order is handled throughout the customer order flow.

   • Documents

     Definitions of pre-text and post-text for document classes 1 to 5 are only used if no documents are specified in the source.

   • Source sales price is valid

     The 'Source sales price is valid' field controls whether sales prices should be retrieved from the source or according to the normal sales price hierarchy.

     In either case, sales prices are always assigned at batch order entry. Usually, the 'Price and discount setting' field on 'CO Type. Open' (OIS010/I) controls when automatic price and discount setting are to take place.

   • Complete orders only

     Select the 'Complete orders' check box to specify that an order should be created even if all order lines are not approved.

   • Price and discount origin

     This parameter controls how the price origin and discount status are set when a customer order line is entered through an API program (OIS100MI). Select the check box to set the default price origin to A='API' and the default discount status to 2. Leaving it unchecked means that the price origin and discount status are set to 8='Manual/copied' by default.

   • Blanket agreement search - batch entry

     Select the check box to override customer setup for the settings for blanket agreement search on (OIS278/E). If the check box is not selected, the search for blanket agreements is performed according to the customer set up.