Pick Order Lines from Customer Order Template

Explanation

When customer order lines are added on a customer order, you can use a customer order template. There are four different ways to use templates in the system. The user can choose to obtain the suggested customer order lines:

• From a defined template
• From the customer's latest order
• From what the customer has ordered during a period
• From a specific order number

Prerequisites

• A customer order header must have been entered and saved.
• A customer order template must have been created in Customer Order Template.

System Effects

Customer order lines are selected from the template and are added to the customer order.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Template

Procedure

1. Populate or query for the customer order header.
2. Choose Customer Order Template in the operations menu.
3. In the Method group box, choose the appropriate way to select customer order lines. If Order No is chosen, enter a specific order by using the list button.
4. Select the lines by using the Populate button. Now it is possible to adjust the order quantities.
5. Click on the OK button; the order lines are added to the customer order.