Delivery address list
The Delivery Addresses subtab displays the delivery addresses of the customer, that is, addresses with address type = 1 in 'Customer. Connect Addresses' (OIS002). The list is configurable.
To start a new order for a specific customer and the selected delivery address, click on that line in the list.
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 CONTINUE button continues to the New Order Details dialog box.
For an already opened order, the button uses the specific address for the order.
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.