Receive Customer Order

Explanation

Use this activity to receive a quotation request or customer order, i.e., a purchase order or purchase order request sent by EDI/MHS.

Prerequisites

• You must have set up the EDI/MHS messages regarding customer orders (ORDERS) in Customer/Message Setup.
• A purchase order, i.e., a message of type ORDERS, must have been sent from the customer.

System Effects

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

If the purchase order line has the demand code Internal Customer Direct (where the supply code is Internal Purchase Direct on the original customer order line), or Customer Order Direct (where the supply code is Purchase Order Direct on the original customer order line), the ship via code will originate from the customer order line. If the purchase order line has the demand code Customer Order Transit (where the supply code is Purchase Order Transit on the original customer order line), or Internal Customer Transit (where the supply code is Internal Purchase Transit on the original customer order line), the ship via code will originate from the Supplier Ship Via Transit field on the customer order line.

The external transport lead time for the specified address and mode of delivery is fetched from the original customer order line. This is only relevant when the purchase order line has the demand code Internal Customer Direct.

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 the automatic EDI approval, i.e., the Automatic EDI Approval check box is selected in the Customer/Order/Misc Customer Info 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:

• Created -A quotation or customer order containing the received information has been created. (The quotation or customer order number can be seen in the Order No. field)
• Stopped -The message is incomplete or incorrect, therefore the quotation or customer order cannot be created.

3. 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.)
4. Save the changes.
5. Approve the message by clicking Approve on the Operations menu. The Approve Incoming Customer Order dialog box opens.
6. Change the coordinator and order type by using List, if the defaulted values are not correct. Click OK.
7. Repeat steps 3 through 6 until the message in the Status field is changed to Created.

If automatic EDI 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:

• Created - A quotation or customer order containing the received information has been created. (The quotation or customer order number can be seen in the Order No field.)
• Stopped - The message is incomplete or incorrect, therefore the quotation or customer order cannot be created. If the message is Stopped, view the error message on the Incoming Customer Order/Order Head tab and change the necessary information.

6. Save the changes.
7. To approve the message, right-click and then click Approve. The Approve Incoming Customer Order dialog box opens.
8. Change the coordinator and order type by using List if the defaulted values are not correct. Click OK.
9. Repeat steps 5 through 8 until the message in the Status field is changed to Created.