Enter Customer Order Line

Explanation

This activity is used to enter a customer order line. A customer order is built in two levels, consisting of an order header and one or more order lines. The first step in a new entry is to enter the customer order header, and the second step is to enter customer order lines.

The Order Lines tab is used to specify the parts and quantities that the customer has ordered. For each order line, you can also specify the wanted and planned delivery dates, prices, or discounts.

When a new order line is created, the system checks to determine whether the specified sales part has been superseded by another part. If a replacement part has been defined with a date of replacement earlier or equal to the date the order line is created, the part on the order line is automatically replaced with the replacement part. A message appears, and the sales part number of the originally requested part is stored in the Original Sales Part No field on the order line.

Sales part number can be entered by using GTIN. To enter GTIN 14 for package, you must use the Input Quantity column instead of the Sales Quantity column.

If you enter an order line with a part that is not available, a message appears. If the availability check says that the entire quantity cannot be delivered, you will receive a message. If a prioritized order type is used and the quantity cannot be reserved, a message is displayed. By right-clicking the order line, you can open the Substitute Sales Part dialog box and choose a substitute part.

If the customer order is being created for a Jinsui enabled customer, and a Jinsui invoice needs to be created, the total line amount must not exceed the maximum amount for the Jinsui Invoice defined for the company.

The package part feature is designed for whole discrete quantities. A package part, or kit, should be ordered as a whole unit, and consists of components with or without decimal quantities. When invoicing a complete package, ordering in whole units, the price will be displayed for the complete package. On the invoice, the components included in the package will be listed with their respective quantity for informational purposes. The component listing lets the customer know what the package consists of. The same applies to the Delivery Note.

If the Use Price Incl Tax check box is selected, the Price/Curr and Price/Base fields are non-editable and the price is calculated based on the price including tax value and the connected tax codes. The Price Incl Tax/Curr field is editable.
If the Use Price Incl Tax check box is cleared, the Price Incl Tax/Curr and Price Incl Tax/Base fields are non-editable and the price including tax is calculated based on the value entered for the price and the connected tax codes.

If the Free of Charge check box is selected the price of the order line will be set to 0.00. The cost of the parts will be retrieved as the default value for the Tax calculation basis for FOC field.

When a customer order line is entered and the price is retrieved from a customer agreement, the Provisional Price check box value is also inherited from the customer agreement. If this check box is selected, the price on the customer order line is temporary and will be updated later. You cannot create invoices for the customer order lines that have the Provisional Price check box selected. You must also note, you cannot select both the Price Freeze check box and the Provisional Price check box at the same time. When making changes to the order line, you must note that the Provisional Price check box can be selected only if the line is not invoiced partially or completely.

Changes in the wanted delivery date after the initial order line entry should result in an automatic update of the price effective date when the pricing method is Delivery Date. The Update Price Effective Date Automatically check box is selected as well. When you update the wanted delivery date on the customer order line or when you update the wanted delivery dates on all lines from a customer order header, a warning message appears where you can confirm whether or not you want to update the price effective date of all order lines. The price effective date on the order line is then updated and according to the price sources on the order line prices, discounts are updated.

When a customer order line is entered for a sales part that is catch unit enabled, the final price is calculated based on the delivery of the order line. Until the order line has been delivered, the price displayed is a preliminary price based on the conversion factor between the price unit of measure and the sales unit of measure, as set up on the sales part. 

A new order line acquires the Released status. The status of the order header does not change; it is still in Planned status. To view or edit delivery information for the order line, right-click the order line, click Order Line Details, and then click Order Line Address.

In order to use the DOP flow, you must use a DOP part when creating a customer order line. If you want to modify an existing order line with manually pegged supplies connected to it, sometimes you have to remove or modify the pegging first. If you want to reduce the sales quantity, change the planned due date, the supply code, the condition code, the ownership, or the owner, you have to remove or modify the pegging first. Increasing the quantity is possible but you will be notified that the pegged quantity does not fulfill the demand.

When selecting the supply code, it is important to keep in mind whether the parts are to be issued from project inventory or standard inventory. A project in IFS/Project can own its project inventory, ensuring that material acquired to this project cannot be issued to fulfill other demands, either from another project or from non-project related demands. Inventory parts that are not owned by a project, belong to standard inventory. If the customer order line is project-connected, it will be possible for you to get the parts from project inventory or standard inventory, i.e., you can choose the Project Inventory or Inventory Order supply code respectively (provided the parts are available in inventory). If the line is not project connected, you can only get the parts from standard inventory. If you are dealing with non-inventory parts, you can choose the Project or the Non-Inventory supply code to indicate whether it is a non-inventory part belonging to a project.

Note that if you want to connect the customer order line to a project activity, you should not choose the Pkg supply code as the package parts are not supported within project inventory.

When selecting the Production Schedule supply code, it is important to keep in mind that the sales part must be defined as an inventory part which can be purchased or manufactured. The part must exist as a production line part on at least one production line, on a site with a positive schedule percentage. DOP parts and configured parts cannot use this supply code and it is not possible to run a Capability Check with this supply code. Manual sourcing cannot be performed on such parts.

When values in a customer order line have been changed and the changes need to be replicated to the DOP header, the Replicate Changes dialog box will be opened. However, the Send Change Request check box will have no effect and even if it is selected, it will not apply to DOP. 

When the date and sales quantity in a customer order line is changed, the following scenarios need to be considered:

• When the customer order line is pegged to only one DOP header
• When the customer order line is pegged to more than one DOP header
• When more than one customer order line is pegged to a DOP header

When the sales quantity in a customer order line is changed, but not replicated in the DOP header, the following scenarios need to be considered:

• When the customer order line is pegged to only one DOP header
• When the customer order line is pegged to more than one DOP header
• When more than one customer order line is pegged to one DOP header
• When more than one customer order line is pegged to more than one DOP header

However, DOP headers with the Closed or Canceled status, and DOP orders with the Removed or Closed status will not be considered.

The following delimitations exist if an order requires delivery confirmation:

• Order lines using customer consignment stock cannot be added to such an order. 
• Creating Advance Invoices will not be possible.
• Only the inventory parts with the inventory part cost level set to Cost per Part can be included.
• Entering a catch unit will not be possible.
• Blocking an order line from invoicing will not be possible. 
• Rental lines cannot be handled.

The following delimitations exist if the Apply Cost of Goods Sold value is set to At Delivery Confirmation:

• Internal customer order lines belonging to the same company cannot be included.
• Charge order lines cannot be included.
• Exchange order lines cannot be included.
• Order lines with the part ownership set to Customer Owned, Supplier Loaned, Supplier Rented and Company Rental Asset cannot be included.
• Order lines delivered from the supplier consignment or project inventory cannot be included.
• Order lines which are direct delivered cannot be included.
• Connecting a staged-billing template will not be possible.

Prerequisites

This activity has the following general prerequisites:

• The customer order header must have been entered and saved.
• Normally, supply chain parameters should be defined for the supply chain relation. For an external customer this can be done in the Site to Customer Supply Chain Parameters window, and for internal customers this can be done in the Site to Site Supply Chain Parameters window.
• The sales part, service part, package part, or DOP part must have been entered and saved. The Sales Type on the Misc Part Info tab on either Sales Part or Non-Inventory Sales Part windows must allow sales.
• If the customer order is released and you add a new line with the supply code Internal Purchase direct or Transit, the line will be added to an already existing pegged purchase order, if this purchase order is not using purchase order change order, is not closed or canceled and have the same supplier. Otherwise, the line is added to a new pegged purchase order.
• Assortment structures must be defined if you want to refer to assortments when entering part numbers.
• If you are specifying a condition code, the condition code feature must be made available for the part on the Part/General tab.
• If you want to use multiple units of measure (UoM) when entering the quantities of the sales part, the inventory part must have been connected to an input UoM group, and the Sales Usage Allowed check box on one or more of the input UoMs (belonging to that input UoM group) must have been selected.
• To set the value in the Supply Code field to Production Schedule, the inventory sales part must have been associated with at least one production line, at a site with a positive schedule percentage. The production line can be defined in the Production Line window in IFS/Manufacturing. 
• If you want the capability check to start automatically, the inventory part must have the automatic capability check activated in Inventory Part/Misc Part Info.

For the superseded parts function:

• Replacement parts are entered in the Sales Part/Misc Part Info, Non-Inventory Sales Part/Misc Part Info or Package Part/Misc Part Info windows, depending on the type of part that is to be replaced.

For warranties:

• For the customer order line to inherit customer warranty data, the warranty data must first exist for the sales part or possibly have been entered for a preceding sales quotation line.

For the substitute sales parts function:

• To display a message when the desired quantity is not available, an asset class with On hand Analysis must be selected for the part. Asset classes are set up in the Inventory Basic Data/Asset Class window.
• The Availability Check check box must be selected for the part on the Inventory Part/Misc Part Info tab.
• Substitute sales parts must be connected to the appropriate sales parts in the Alternate Sales Parts Base Data window.
• If the customer is set up to use the limit sales by assortments functionality, the substitute sales part dialog will include only parts that are connected to the limited assortment(s) for the customer

System Effects

As a result of this activity:

• An order line is entered.
• The system assigns a line and delivery number.
• The order line receives the Released status.
• The supply code determines how the system will retrieve delivery information such as ship via code for the line.
• If a replacement part has been defined with a replacement date that is before or on the date when the order line is created, the part on the order line is automatically replaced with the replacement part, and the sales part number of the originally requested part is stored in the Original Sales Part No field on the order line.
• When the customer order line is created, it inherits any default customer warranty defined for the sales part or a preceding sales quotation line.
• If you have chosen substitute parts, the original order line is removed and new order lines for the replacement parts are created. The sales part number of the originally requested part is stored in the Original Part No field on the new order line. If you decide to order the available quantity or some of the originally ordered sales parts, and some of the substitute sales parts, two order lines are created.
• If a supply site reservation is performed, the supply site quantity reserved is updated to reflect how much of the part is reserved on the supply site.
• If your sales part is set up with the sourcing option Use Sourcing Rule, your customer order line will be sourced automatically. This means that the system will generate the supply code, and when appropriate, the supplier. The result is based on the defined sourcing rule data.
• It will not be possible to invoice an order line blocked from invoicing.
• If the total line amount for any particular Jinsui customer order line exceeds the specified maximum amount, you will not be allowed to save this order line. To avoid this, the amount can be divided between two or more lines.
• If the Provisional Price check box is selected, it will not be possible to invoice the order line.
• If the inventory part is set up for an automatic capability check, this will start automatically.
• If the customer has the Receive Pack Size Charge/Discount check box selected in the Customer/Order/General tab, the order header site has a valid pack size charge price list and the order line(s) has an Input UoM specified in that part list, then a charge line will be created in the Customer Order/Charges tab. The Charge Category check box in the charge line indicates that it is a pack size charge. 
• Charge lines will be automatically added for freight.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Substitute Sales Part
Input UoM Parameters

Procedure

To enter a new order line, follow these steps:

1. Open the Customer Order window, and click the Order Lines tab.
2. Create a new record.
3. Enter the sales part number, service part number, or package part number directly in the Sales Part No field or search for it by using the List of Values. If the part you want to enter belongs to an assortment, you can also look up its number by selecting the line, right-clicking and then clicking Parts by Assortment and Site Cluster. In addition, you can enter the customer's part number in the Customer Part No field if a cross-reference is established between your sales part number and the customer's part number. The description of the part is then displayed in the Description field including the sales unit, price unit, and possible discounts.

Note: Instead of the sales part number, you can enter GTIN or select it from List of values.

4. Enter the quantity of ordered parts. You can enter this quantity in the sales unit of measure in the Sales Quantity field. The price per unit and the total price for the order line appear automatically.
   
   Note: If the Input UoM Group check box on the line is selected, then it is possible for you to enter quantities of the sales part in input units and not the sales unit of measure. 
   You can select an input UoM from the Input UoM list. Enter the parameters either in the Input Qty field or right-click and click Input UoM Parameters and use the opening Input UoM Parameters window. If a default UoM has been defined for the input UoM group, it will be the default value in the customer order line. 
5. You can save the customer order line at this time if you do not want to add or change any other values.

To select a substitute part:

1. To select a substitute part, for example, if you entered an order line with a part that is unavailable, right-click on the order line and then click Substitute Sales Part. The Substitute Sales Part window opens. The upper part of the window displays information for the originally requested sales part, and the lower part of the window displays information for all the substitute parts connected to the selected part.
2. Enter the quantity for the desired replacement part(s) in the Sales Qty field in the lower part of the Substitute Sales Part window. You can choose to order the available quantity or some of the original sales parts and some of the substitute parts.
3. To give the same price as the original part, adjust the price on the substitute sales part.
4. Click OK. The original order line is removed and new order lines for the replacement parts are created.

To enter other details:

• To enter the quantity of parts that the customer actually wants to buy, enter the quantity you want in the sales unit of measure in the Desired Qty field. This field is used if there is a difference between the quantity of parts that the customer wants to buy and the quantity of parts that is actually entered as sales quantity on the order line, for example, because of a shortage of parts in stock.
• You can manually change the sales price both in the customer currency as well as in your own base currency. If you select the Use Price Incl Tax check box, it is also possible to change the sales price including tax directly. The system will calculate the net sales price automatically from the connected tax codes if the Taxable check box is selected and the tax liability is of type taxable.
• To specify a condition code, select a value from the List of Values in the Condition Code field. This feature is available only for lot/batch and serial tracked parts, and the condition code feature must be made available for the part record on the Part/General tab.
• When a customer order line is created for the delivery of customer-owned parts, the customer on the customer order is used as a default owning customer on the line. You may need to enter or modify the owning customer in the Owner field before saving the customer order line.
• To change the default supply code, click a different code in the Supply Code field.
• To enter the ID of the supplier you wish to use, use the Supplier field.
• To add a value-added tax report used within the European Community, enter the applicable data in the Delivery Type field.
• To change the date when the customer wants delivery of each line, use the Wanted Delivery Date field.
• Note that Stage Billing cannot be used together with Customer Consignment Stock.
• Save the changes. Each order line acquires the Released status.
• If you are entering a customer order line for a configured part, you must save the line, before being allowed to define a configuration for the order line. However configured parts are not supported in the rental order lines tab.
• To block an order line from being invoiced, select the Invoice Blocked check box.
• To be able to create a Jinsui invoice, select the Jinsui Invoice check box.
• To make the price on the order line temporary, select the Provisional Price check box.
• To make the customer order line, free of charge select the Free of Charge check box.

To change the date of a customer order line:

1. Open the Customer Order window and click the Order Lines tab.
2. Query for the order number.
3. Change the value in the Planned Ship Date field.
4. Save the changes. 
   The Replicate Changes dialog box opens.

• Customer order line is pegged to only one DOP Header:

1. If you click Yes in the Replicate Changes dialog box, then the date change in the CO line will be replicated to its DOP header. An alarm will be generated for the date mismatch between the DOP header and its corresponding DOP order.
   Note: If the status of the DOP header is either Canceled  or Closed, then a message will appear.
2. If you click No, then only the date in the CO line will be changed.

• Customer order line is pegged to more than one DOP header:

1. If you click Yes in the Replicate Changes dialog box, a message will appear informing you that more than one DOP header is connected to the CO line and that the date change in the CO line cannot be replicated. If you click OK, it will change the date only on the CO line (except for the DOP headers with the Canceled or Closed status).
2. If you click No, it will change the date on the CO line, and an alarm will be generated.

• More than one CO line is pegged to a DOP header:
  Same as the above. 
  
  Note: Different delivery dates for the pegged CO lines can exist. An alarm should be generated only if there is a mismatch between the due date of the DOP header and the planned ship date of the CO line that has to be shipped first.

To change the quantity of a customer order line:

1. Open the Customer Order window and click the Order Lines tab.
2. Query for the order number.
3. Change the value in the Sales Qty field.
4. Save the changes. The Replicate Changes dialog box opens.

• Customer order line is pegged to only one DOP header:

1. If you click Yes in the Replicate Changes dialog box, the quantity changed on the CO line will be replicated to the DOP header. An alarm will be generated for the quantity mismatch in the DOP header from its corresponding DOP order.
2. If you click No, then an alarm will be generated for the quantity mismatch between the DOP header and its pegged CO line.

• Customer order line is pegged to more than one DOP header:

1. If you select Yes in the Replicate Changes dialog box, then the Modify DOP Header Quantity dialog box will open. You have the option of distributing the quantity changed, among the DOP headers that are presented in the dialog box.
   For example, if the original sales quantity on the CO line is 6, which is connected to three different DOP headers (e.g., 10001, 20002, and 30001), and you change the quantity to 9, you can distribute the quantity change among the DOP header IDs mentioned above, by specifying the new quantity demand in the New Qty Demand field.
2. Click OK. Alarms will be generated for the quantity mismatch between DOP headers and their corresponding DOP orders. However, if you decide not to distribute all of the remaining quantity, then an alarm will be generated for one of the DOP headers.
3. If the sales quantity on the CO line has been decreased, e.g., if the sales quantity on the CO line has been decreased from 6 to 3, and if you decide to decrease the quantity in each DOP header by 1, there will be a quantity mismatch of 1. An alarm will be created for the excess quantity, and the DOP header 30001 will get the alarm.
   Note: When more than one DOP header is connected to a CO line, their status will be considered in ascending order, as the first criteria for alarm generation. Then the due date in descending order and the DOP header ID in descending order will be considered as the second and third criteria respectively.
   However, if the quantity changed results in a negative value, then a message will appear.
4. If you click No, an alarm will be generated on the DOP header with the lowest status.

• DOP header is connected to more than one customer order line:

1. If you click Yes in the Replicate Changes dialog box, a message will appear informing you that there is more than one CO line connected to the DOP header. When you click OK, it will only change the quantity on the CO line. An alarm will be generated due to the quantity mismatch.
2. If you click No, only the quantity on the CO line only will be changed, and an alarm will be generated.

Sales quantity is changed, but no replication to DOP header:

• Customer order line is connected to only one DOP header:

1. Click No in the Replicate Changes dialog box.
   However, even if you decide not to replicate the changes, the Pegged Qty field needs to be updated sometimes. For instance, if the new sales quantity is less than the current value in the Pegged Qty field, then the pegged quantity should be updated.
   Note: If the new sales quantity is higher than the current pegged quantity, it will result in an alarm. The source of the alarm will be the customer order demand.
   If the new sales quantity is less than the pegged quantity, then the source of the resulting alarm will be the customer order supply.

• Customer Order line is connected to more than one DOP header:

1. Click No in the Replicate Changes dialog box.
   Note: To create an alarm, the CO line in the ascending order, the due date in the descending order, and finally the DOP header ID in the descending order will be considered as the first, second, and third criteria respectively.

• More than one CO line is pegged to one DOP header, and 
• More than one DOP header is connected to more than one DOP header:
  
  Not possible to replicate any changes. Alarms will be created for quantity mismatches.
• Right-click and then click Supply Chain Order Analysis to see pegged purchase orders, shop orders, DOP orders and connected inter-site orders.