Add or Modify Order Types

Explanation

Use this activity to specify the different order types that are used in your company. The order types NO (normal) and SEO (service) are set up as part of the installation, however the settings and descriptions can be changed for these types. The task of entering or modifying order types is to be performed by a system administrator or an equivalent personnel, and should be considered carefully. Once an order type header is saved, it cannot be deleted. Only the description can be changed.

When you enter a customer order, you must either specify the order type to use for this specific order or have a default order type connected to the customer. In the latter case, the default order type will automatically be displayed when you are entering an order for the specific customer. Connect an order type to a customer in the Order/Misc Customer Info sub-tab in the Customer window, such that each new customer order for that customer will receive the default order type. This default can be changed on the individual orders. The order type you select at the order entry controls the customer order flow. The order type controls which steps in the order flow are performed automatically and which steps must be performed manually.

By selecting the events in the Stop After field, you get to define how an order with this specific order type will behave in the order flow. If, for example, you select the events Report Picking and Print Delivery Note, this means that you must deliver the parts and create the customer invoice manually, but all the other steps in the order flow will be done automatically by the system.

You can indicate when the reservation will take place. By selecting the Priority Reservations check box, you get to give this order type a higher priority than a general order. This means that the parts are reserved directly at order entry. If there are not enough parts available in inventory, the order cannot be saved. Note that if you do not select priority reservations, the Print Order Confirmation check box must be selected.

If you select the Use Shipment Inventory check box, then orders associated with this order type will use a shipment inventory location once the items are picked, for the purpose of collecting or staging the goods together before delivery.

Note that if you use consolidated pick lists, the order type can be overwritten on the settings of using shipment inventory, printing of the pick list, and pick reporting. In this case, the settings made when defining the consolidated pick list overwrite the settings on the order type. When using consolidated pick lists, the pick reporting is always performed manually.

If you select the Online Processing check box, when releasing the customer order, the order steps are processed online (preventing you from doing any further work until the order steps are processed). If the check box is cleared, the order steps are processed as a background job, allowing you to continue with other work in the application. If the order type includes stops at any step in the order flow, the order process will still be online when continuing the order flow. Note that if you are working with large orders with many order lines and order types that perform a lot of steps automatically, you might experience poor performance while processing the steps online

When working in a multi-site environment, it is recommended to use special order types. This will help differentiate the multi-site orders from other orders.

Prerequisites

This activity has no specific prerequisites.

System Effects

As a result of this activity:

• A new order type is created or an old one is updated.
• The order type will be one of the alternatives you can select from the List of Values in other windows, e.g., Customer Order.
• You can use this order type as the default order type for a customer by linking it in the Customer window.
• The settings of the order type will determine the points in the order process that will require manual intervention.

Window

Sales Basic Data

Related Window Descriptions

Sales Basic Data
Sales Basic Data/Order Types

Procedure

1. Open the Sales Basic Data window.
2. Click the Order Types tab, and populate to view existing data if desired.
3. Select New to create a new order type record.
4. Using no more than 3 alphanumeric characters, enter the short code for the order type in the Order Type field.
5. Enter the description of the order type in the Description field.
6. If you want to create priority reservations, select the Priority Reservations check box.
7. If you want to use shipment inventory for the customer order, select the Use Shipment Inventory check box.
8. If you want to process the order steps online when releasing the customer order, select the Online Processing check box.
9. Save the record.
10. In the table area of the window, indicate after which events the customer order will be stopped. Do this by selecting the appropriate check boxes in the Stop After column.
11. Save the record.