Mass Change Aggregated Customer Order Lines

This procedure is used to aggregate customer order lines within the same customer order in 'Customer Order Lines. Aggregated Display' (OIS315) and simultaneously change information contained in several customer order lines in one process.

Information changed this way can be:

Sales price
Planning date
Requested delivery date
First delivery date
Last delivery date
Season
Delivery window
Salesperson
Priority
Customer's order number
Delivery method
Delivery terms
Delivery specifications
Transaction reason
Joint delivery

This procedure can also be used to mass delete or mass close order lines on an aggregated level. You can connect a transaction reason when using the delete options, and choose to update sales statistics with lost sales.

You can manually create sorting orders, views and aggregations in 'Customer Order Lines. Aggregated Display' (OIS315) to support this functionality.

Before you start

Set up a record in 'Settings - Batch Order' (OIS278) with source 9 = Mass change for customer orders (from OIS260).

Follow these steps

Change aggregated customer order lines in OIS315

Open 'Customer Order. Open Toolbox' (OIS300/B).
Select a customer order and use related option 31='Aggregate lines' to open 'Customer Order Lines. Aggregated Display' (OIS315/B).
In OIS315/B, select sorting order, view, and aggregation.
Select a line and use the basic option Change. If the line is a non-aggregated line, 'Customer Order. Open Line (OIS101/E) opens. If the line is an aggregated line, OIS315/E opens.
In OIS315/E, you can define a new value for different fields. Each field also has a check box that should be selected to update the corresponding field. You can check the check box and leave the corresponding field blank in order to update the field with a blank value.

You can also define the recalculation of sales price and if the available-to-promise date should be used automatically as the new planning date in case of shortage.
Use action F14=Update to update the customer order lines contained in the selected aggregated line.

Close aggregated customer order lines in OIS315

Open 'Customer Order. Open Toolbox' (OIS300/B).
Select a customer order and use related option 31='Aggregate lines' to open 'Customer Order Lines. Aggregated Display' (OIS315/B).
In OIS315/B, select sorting order, view, and aggregation.
Select a line and use the basic option Close/Delete to open the D panel in OIS315.
In OIS315/D, select 0=Close in the Method field.
Press Next to close the customer order lines contained in the selected aggregated line. This functionality works the same way regardless of whether the line is a non-aggregated line or an aggregated line.

Delete aggregated customer order lines in OIS315

Open 'Customer Order. Open Toolbox' (OIS300/B).
Select a customer order and use related option 31='Aggregate lines' to open 'Customer Order Lines. Aggregated Display' (OIS315/B).
In OIS315/B, select sorting order, view and aggregation.
Select a line and use the basic option Close/Delete to open the D panel in OIS315.
In OIS315/D, select 1=Delete in the Method field.
A check box named 'Lost sales' is available. You can check this check box to make the sales statistics update with lost sales together with a reason code entered in the field 'Transaction reason'.
Press Next to delete the customer order lines contained in the selected aggregated line. This functionality works the same way regardless of whether the line is a non-aggregated line or an aggregated line.