Filing customer orders

You can use this supporting function to file customer orders, quotations, closed orders, deleted orders, customer invoices, and transferred batch orders. You can also use it to clear old records from the files.

By copying information to another library, you can then copy it to external storage media such as magnetic tape or CD-ROM. After the information is saved, you can delete it from the hard disk to increase system performance.

Before you start

You must define a library for filing information. Libraries are specified in 'Settings - Filing' (CRS799).

Follow these steps

  1. File quotation, deleted and closed customer orders without deliveries in 'Quotation, Del & Cld CO. Archive/Delete' (OIS702)

    Customer orders without deliveries that are created in quotation, or have been deleted or closed, are filed in (OIS702). Customer orders with status 05-'Quotation', 90-'Deleted', or 99-'Flagged as comp' are filed according to specified selections.

    These are the affected tables:

    OOHEAD Customer order header
    OOQUOH Quotation order header
    OOCHRG Order charges per customer order
    OOSAEQ Pricing of items sold against equipment
    OOPAYH Customer order prepayment header
    OOPAYL Customer order prepayment line
    OOHEAC Commission receiver
    OOADRE CO header address
    OODOCU Customer order documents
    OOPINV Pre-payment invoice
    OOLINE CO lines
    OOLIPI CO lines purchase information
    MATORL Attribute order reference line
    OOPRED Pre-payment control
    OOLICH CO line charge
    OOLICT CO line charge
    OOCOLI CO line file
    OORESC Re-scheduling CO line
    OOOREF CO line reference - BO line
    OOSREB One-time supplier rebate
    OIPROI Price override information
    ORSNET Delivery schedule
    OKITDI Kit discount amt
    OEXPRI External order prices
    OSYTXH Text, head
    OSYTXL Text, line

  2. File Customer orders in 'Customer Order. File' (OIS090)

    Customer orders that are delivered or invoiced as final are filed in (OIS090). Customer orders with status 77 (invoiced) are filed according to specified selections. Even customer orders with status 66 (final delivery) are filed if invoicing has not been done according to the customer order type.

    The affected tables are:

    OOHEAD Customer order header
    OOLINE Customer order lines
    ODHEAD Customer delivery header
    ODLINE Customer delivery lines
    OODOCU Documents per customer order
    ODDOCU Documents per customer delivery
    OOCHRG Order charges per customer order
    OOADRE Addresses per customer order
    OOPINV Advance invoices per customer order
    OSYTXH Comments – header
    OSYTXL Comments – lines

  3. File Customer Invoices in 'CO Invoice. Archive/Delete' (OIS701)

    Customer orders with status 95 (transferred to general ledger and sub-ledgers) or status 90 (account entry made) are filed in (OIS701). Invoices with status 90 should only be used if M3 accounts receivable and general ledger are not used. Filing is done according to specified selections.

    Invoices that have been paid in the cash desk must, however, be filed in 'CO Invoice. File' (OIS095).

    These are the affected tables:

    OINVOH Customer invoices – header
    OINVOL Customer invoices – lines
    OINACC Customer invoices – acct. entries
    CINXRF Invoice number references
    CTAXLN Tax calculation values
    OADDTX Invoicing, additional tax description
    OICORR Invoice correction
    OINREF Invoice reference
    OIPRTD Perception and Retention Tax Details

  4. File Transferred Batch Orders in 'Batch Order. File Transferred' (OIS080)

    Batch orders or temporary orders that created customer orders from M3 batch order entry are filed in (OIS080). Batch orders with status 90 (transferred) are filed. Selections of temporary order numbers are made in the E panel.

    These are the affected tables:

    OXHEAD Customer invoices – header
    OINVOL Temporary order header
    OXLINE Temporary order lines
    OXADRE Addresses per temporary order
    OXCNTR Control file – temporary orders
    OXYTXH Comments – header
    OXYTXL Comments – lines