Customer Order

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[To Manage Sales Quotation] [To Manage Customer Order] [To Follow-up and Analysis, Sales] [To Sales, Customer Schedules] [To Customer Order Delivery] [To Shipment Delivery] [To Sales, Service Management] [To Follow-up and Analysis, Sales]

Usage

Use this window to enter, process, and view information on the customer order. A customer order is built in two levels consisting of an order header and order lines.

For the description of each tab in the window, follow the appropriate link: Order Lines, Rental Order Lines, Charges, Order Addresses, Delivery Information, Misc Order Info, References, Document Information, Order History, DOP Info, Representatives, Contacts and Access

Activity Diagrams

Enter customer order
Enter customer order, CTO
Manually create customer order, basic
Enter customer order, planning
Enter customer order, source non-sourced customer order lines
Enter customer order, stage billing
Enter and Maintain Customer Warranties
Release customer order
Confirm customer order
Handle customer order additional activities
Handle customer order, Service Management
Handle picking
Handle rebates
Deliver customer order, load list
Deliver customer order, single order delivery
Deliver customer order, single order delivery, pre-shipment delivery note
View order event history
Queries, sales
Handle Job Costing

Activities

Enter customer order header
Enter customer order line
Release customer order
Print order confirmation
E-mail order confirmation
Send order confirmation
Copy Customer Order

Enter customer order template
Pick order lines from CO template
Enter complementary part
Study plannable per part
Run capability check
Perform MRP for part
Perform project MRP for part

Reserve serial numbers from customer order line
Create pegging of customer order line
Enter and maintain customer warranties
Source customer order lines manually
Source customer order lines automatically

Make manual reservations
Make supply chain reservations
Enter additional order discount
Handle order line discounts
Calculate group discount
Report picking upon reservation

Recalculate price/currency for customer order line
Add sales charges/landed costs
Analyze price per part and customer
Recalculate cost
Calculate commissions
Edit commissions
Calculate/consolidate freight
Calculate Earliest Delivery Date
Manual Credit Check
Manual Block Order

Manage Tax, Customer Order Line
Manage Tax, Customer Order Charge
Enter payment term base date
Create configuration
Edit configuration

Copy configuration
Replace with standard sales part
View configuration
Find existing Configuration
Replace Characteristic Value
Edit Pricing
Create interim order
View/edit interim order
Block customer orders from invoicing

Delete interim order
Print pro forma invoice
E-mail pro forma invoice
Create project from customer order
Enter service request
Handle Prepayment Based Invoice
Create CO advance invoice

Enter staged billing template
Enter milestones
Alter milestone
Report completed milestone
Enter pre-posting, customer order

Enter pre-posting, customer order line
Enter document information
Enter document text
Enter note
Modify customer order line, service management
Add or modify delivery information per customer order

Change delivery info per line
Change delivery address per line
Enter single occurrence address per order
Enter single occurrence address per line
Unpeg customer order line from supply order
Cancel customer order
Replicate changes to pegged orders
Close customer order
Calculate sales promotions
View calculated sales promotions
Enter abnormal demand
Start Rental
Create Customer Receipt
Create Replacement Order - Rent Out
Enter representatives