Define How Season and Delivery Windows Are Defaulted During Customer Order Entry

This document explains which settings have an impact on how the season and the delivery windows are defaulted during customer order entry.

Outcome

You know how to default the season and the delivery window into the customer order header and order line.

The process of entering a customer order becomes much faster by using default values. The user is supported by the system and minimizes the risk of making mistakes.

Note: 'Season' and 'Delivery window' fields are using the same fields in M3 as the 'Project number' and 'Project element' fields. Depending on the settings, the same fields may have different meanings. The field headings though, will always be project oriented.

Before you start

Program ID/Panel Field The field indicates…

Basic Settings

(MNS100/J) Project management

…whether the fields 'Project number' (PROJ) and 'Project element number' (ELNO) are validated in different functions outside project management. If the 'Project management' field is used, the validations and browsing are done according to projects entered in project management.

The field also indicates whether it is possible to use season management in Customer Order Management. If the field is activated, the season management cannot be used.

If the field is not activated, the 'Project number' and 'Project element number' fields can be used as the 'Season' and 'Delivery windows' fields in a customer order.

(OIS010/F) Season in use …whether to use a season during customer order entry and how.

Default Settings (Customer Order Header)

(OIS014/E) Project number ...how the season is defaulted in the customer order header when entering customer orders.
(OIS014/E) Project element number ...how the delivery window is defaulted in the customer order header during customer order entry.

Default Settings (Customer Order Line)

(OIS014/K) Project number ...how the season is defaulted for new customer order lines.
(OIS014/K) Project element number ...how the delivery window is defaulted for new customer order lines.

Follow These Steps

Select one of the following alternatives:

  • Define the Basic Settings
  • Default Settings (Customer Order Header)
  • Default Settings (Customer Order Line)

Define the Basic Settings

  1. Start 'Company. Connect Division' (MNS100) and set the panel sequence to J.

  2. On the J panel, enter the company and division you would like to work with.

  3. Deactivate the 'Project management' field (parameter 311). Press Enter to save the settings.

  4. Start 'CO Type. Open' (OIS010) and set the panel sequence to F.

  5. On the F panel, enter the customer order type you would like to change.

  6. Select the relevant 'Season in use' code. Press Enter to save the settings.

    • 1 = Season used, only items connected to the season on the order header are allowed
    • 2 = Season used, all items allowed. Items not connected to the season on the order header are displayed with blue color in 'Full-screen Entry - Matrix. Open' (CRS207) or 'Full-screen Entry - List. Open' (CRS208)
    • 3 = Season used, all items allowed
    • 4 = Season used, items connected to the season on the order header and items not controlled by any season are allowed
    • 5 = Season used, items connected to the season on the order header and items not controlled by any season are allowed. Items not connected to any season are displayed with blue color in (CRS207) and (CRS208).

    For alternatives 2-5 the season on the order header is assigned to the order lines for items that are not connected to any season or to the season on the order header.

    Note: If the code is set to 0, you cannot use the season and delivery window functionality.

Default Settings (Customer Order Header)

  1. Start 'CO Type. Update Field Selection' (OIS014) and set the panel sequence to E.

  2. Select the customer order type you would like to change.

  3. On the E panel, decide from where the season is supposed to be retrieved and enter it into the 'Project number' field.

    The valid alternatives for a season are:

    • *AGR = Retrieved from a customer blanket agreement
    • XXX = Any season can be specified
    • Field left blank = No number is defaulted.

    Note that the season is a mandatory piece of information in the customer order header if you use the 'Project number' field for specifying the season.

  4. Decide from where the 'Delivery window' field is supposed to be retrieved and enter it in the 'Project element' field. Press Enter to save the settings.

    The valid alternatives are:

    • *AGR = Retrieved from a customer blanket agreement
    • XXX = Any delivery window can be specified
    • Field left blank = No number is defaulted.

Default Settings (Customer Order Line)

  1. Start 'CO Type. Update Field Selection' (OIS014) and set the panel sequence to K.

  2. Enter the customer order type you would like to change.

  3. On the K panel, decide from where the season is supposed to be retrieved and enter it in the 'Project number' field.

    The valid alternative for a season is:

    • *HEA = The season in the customer order header.

  4. Define from where the 'Delivery window' field is supposed to be retrieved and enter it in the 'Project element' field. Press Enter to save the settings.

    The valid alternatives are:

    • *HEA = The delivery window in the customer order header
    • *HEA = The delivery window in the customer order header
    • *DEPR = The delivery window set in 'Season. Select Delivery Windows' (OIS226) for the specified season and objects. Note that the requested delivery date on the customer order line is changed to the default date listed in the deliver window.
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