Receive Customer Order

Explanation

This activity is used to receive a quotation request or a customer order, i.e., a purchase order or purchase order request sent by EDI/MHS.

Prerequisites

System Effects

A quotation or customer order is created within your system, using the information in the EDI/MHS message.

Window

Incoming Customer Orders
Incoming Customer Order

Related Window Descriptions

Incoming Customer Orders
Incoming Customer Order
Incoming Customer Order/Order Head
Incoming Customer Order/Order Address
Incoming Customer Order/Order Line

Procedure

If you are using automatic approval, the Incoming Order/Schedule Approval should be set to Automatically in the Customer/Order/Message Defaults window:

  1. Open the Incoming Customer Orders window and populate or query for the required messages.
  2. Check the message in the Status column. Following are the possible messages and their definitions:
  1. Click Incoming Customer Order on the Operations menu or right-click the message line and click Incoming Customer Order. The Incoming Customer Order window opens. View the error message on the Incoming Customer Order/Order Head tab and change the necessary information. (It is also possible to cancel the message by using Cancel in the Operations menu. As a result, the information will not create a customer order.)
  2. Save the changes.
  3. Approve the message by clicking Approve on the Operations menu. The Approve Incoming Customer Order dialog box opens.
  4. Change the coordinator and order type by using List, if the defaulted values are not correct. Click OK.
  5. Repeat steps 3 through 6 until the message in the Status field is changed to Created.

If automatic approval is not used:

  1. Open the Incoming Customer Orders window or the Incoming Customer Order window, then populate or query for the required messages.
  2. If you are in the Incoming Customer Orders window, select the message line you want to view, right-click and then click Incoming Customer Order. The Incoming Customer Order window opens.
  3. Check the information received. You can modify or add information if required.
  4. To approve the message, right-click and then click Approve.
  5. Check the message in the Status field. Following are the possible messages and their definitions:
  1. Save the changes.
  2. To approve the message, right-click and then click Approve. The Approve Incoming Customer Order dialog box opens.
  3. Change the coordinator and order type by using List if the defaulted values are not correct. Click OK.
  4. Repeat steps 5 through 8 until the message in the Status field is changed to Created.