Define settings for automatic rescheduling of linked customer orders

This document explains which settings you need to enable automatic rescheduling of a customer order when changes are made on the linked acquisition order (purchase order, manufacturing order, distribution order).

You can use this function when you want to send information about the changed customer orders to the customer order responsible or a salesperson. Application messages are sent by M3 but can also be sent by email or short message service (SMS).

Outcome

An application message type 401 (customer order rescheduled) is issued as well as an entry in the log file for rescheduled customer orders when a purchase order, distribution order or manufacturing order is rescheduled and the confirmed delivery date on a customer order is affected.

Based on the information given, the customer order responsible or the salesperson can take action and inform the customer about a delay, for example.

The application message file CMAILB is updated and can be viewed from 'Application Message. Open' (CRS420).
The log file for rescheduled customer order lines OORESC is updated.
If you send a message as a sales and marketing activity, the file for transferring data to sales and market system OTRSMS is updated. The OTRSMS file is later replicated in the activity file in M3 Sales Force Automation (SMS).

Before you start

Set up application messages. See .

Follow these steps

Activate message formats for message type 401

Start 'Settings - Customer Order Entry' (CRS720/E).
On the E panel, select alternative 1=Always log changes in the 'Log changes of confirmed delivery date' field. Click Exit to finish.
Start 'CO Type. Open' (OIS010/B). Select an order type, select Open and go to the J panel.
On the J panel, select the 'Reschedule from when pre-allocation change' check box, and select one of the alternatives in the 'Update pre-allocation when quantity change' field. Click Exit to finish.
Start 'Settings - Application Messages' (CRS424/B). Select application message type 401=Customer order rescheduled, select Open to go to the E panel.

The application message type 401 is normally sent to the customer order responsible.
On the E panel, select the 'Activate application messages' check box. Click Exit to finish.

Activate messages to be sent to M3 SMS

Start 'Application Message. Open' (CRS420/B). Press F18=Authority to open 'Application Message. Connect Authority' (CRS422/B).
On the B panel, select alternative 3 in the 'Authority level' field, and specify a user and a valid from date. Select New to go to the E panel.

Alternative 3=A copy of all your mail is forwarded to the selected user.

Leave the 'User' field blank if it is to be a general authority.
On the E panel, specify a valid to date. Click Next to return to the B panel.
On the B panel, select the record you just created, select option 11=Message type to start 'Application Message. Mail Authorization' (CRS423/B).
Specify application message type 401, select New to go to the E panel.
On the E panel, select alternative 4=Yes, SMS active in the 'Send user message' field. Click Exit to finish.

When user message type=4 is selected a sales force automation activity is created in the OTRSMS file and sent to the salesperson on the order line.

Parameters to set

You need to define the listed parameters to send messages and create event logs when the customer order is rescheduled automatically.


Program ID/Panel	Field	The field indicates …
(CRS720/E)	Log changes of confirmed delivery date	… whether to log changes to the confirmed delivery date for a customer order line in a separate file.
(OIS010/J)	Reschedule from when pre-allocation change	… whether dates and/or quantities are to be automatically rescheduled on linked orders.
(OIS010/J)	Update pre-allocation when quantity change	… whether dates and/or quantities are to be automatically updated on linked orders.
(CRS424)	Activate application message type	… whether application message type 401 is active.
(CRS423/E)	Send user message	… a message's send status.