Customer orders

You can in this box create a customer order based on the quote in question when it is saved. It is not possible to create a customer order from a preliminary quote, that is, when the quote has the checkbox Preliminary activated in the Miscellaneous box.

You can choose which quote rows to be released as order rows on the customer order by using the C-order checkbox on the quote rows. The quote rows for which the checkbox is not activated, will not be included in the order that will be created. If you choose to turn some of the quote rows into a customer order and that the quote should not be finished, then it is not possible to check the C-order box on the same quote rows again. In that case, you will instead see the customer order number on those rows.

If there are quote rows left, for which the C-order checkbox is not checked, you will see a warning saying that there is no marked row to release to order.

When you create a customer order based on a quote and the customer has the setting Alloy cost set to At order registration, and the part has alloy cost data, then alloy cost rows will be created on the customer order.

If the Product configurator option is used and you have a configured part on the quote row, then you cannot create a customer order based on the quote row as long as you have the configuration window. You open the configuration window with the button in the Configuration column. The Create customer order button in the box is then deactivated until you have closed the configuration window and saved any changes made in the configuration.

Create customer order

When you click the Create customer order button , a dialog box opens where you can enter information and what should take place when the quote or parts of the quote is turned into a customer order.

Settings in the Create customer order dialog.

Order number

You can enter a new order number or leave the field empty in order to load the next available order number from the number series.

Order type

Primarily, the order type selected for the quote type in the Order types procedure, will be suggested here. Secondarily, the customer order type configured for the logged in user, will be suggested. And thirdly, if order type for quote type and for user is missing, the last entered order type will be suggested.

Copy posting

With this checkbox you decide if the posting should be copied to the new customer order.

Priority

Here you enter the priority to be used on the customer order.

Finish this quote

With this setting you decide if the quote should be finished. Once you have finished the quote you cannot edit anything in it.

Finish related quotes

Here you determine if the related quotes should also become finished when you create the customer order.

Copy internal/external comment

These settings determine if the internal and external comments should be copied to the customer order.

Include document structure

If this setting is marked, it means the document structure is copied from the original order. If this setting is not checked, it means the document structure is copied from the selected order type.

Open customer order

With this setting you decide if the new customer order should be shown in the Register customer order procedure once you click OK in the dialog box and the customer order is saved.

Lock price on customer order

With this setting you decide if the prices on the new customer order should be locked. This way you avoid recalculation of prices in foreign currency if the exchange rate is changed.

You can see the created customer orders in the table in the box, and from there you can go to these orders in the Register customer order via the link . You can also preview what they will look like at printing.