Search mode - Delivery address search
A search bar is available to search for customers based on delivery addresses. Enter a search string and press Enter, or the search icon, to execute the search. The search is made with Infor Enterprise Search for M3 using the key search in 'Key Search. Open' (CMS030) as specific in Infor Sales Properties Field Name in Search tab, Delivery Address Search section, Key Search subsection.
No facets are available for this search mode.
To start a new order for a specific customer, click .
The grid element can be expanded to show additional information about a customer (if this information exists):
- Quotations
Indicates that the customer has quotations. Click the hyperlink to navigate to the Quotations list for the specific customer.
- Order messages
This information is set up in 'CO Entry Message. Open' (OIS165/E) + Action F6-'Text' in M3 Business Engine, retrieved with API OIS165MI.LstCusMsg.
- Customer notes
This information is set up in 'Customer. Open' (CRS610/E) + Action F6-'Text' in M3 Business Engine, retrieved with API CRS980MI.SltTxtBlock
- Customer stops
This information is retrieved with API OIS100MI.CheckCustomer. It is shown, for example, because of an overextended credit limit.
To access the expanded view, click +. The expanded view is displayed automatically if there is a single match in the customer search result, and if the setting is enabled. The CONTINUE button continues to the New Order Details dialog box.
To open the customer information, which is a subtab of the customer details, click the hyperlink in the Name column or View full profile in the expanded view. To access the Order History subtab of the customer details, click the Order History hyperlink in the expanded view.
The credit information is retrieved by API CRS610MI.GetFinancial and shown in the Credit line setting, in General tab in Infor Sales Hub Properties.