Register customer order

In this procedure you can register customer orders, and modify or delete existing orders. Customer orders can also be created from quotes.

The procedure is basically the same as the Register quote procedure.

When a new customer order has been registered and an order confirmation has been sent, you can monitor the order and later the delivery, as well as update the sales statistics. The order planning is also affected. A customer order results in a reservation in stock for the delivery period in question.

You can use the button Save as (Ctrl + Shift + S) on an existing customer order to copy it to a new customer order. You can also choose order type and the order date for the new customer order. Today's date is suggested by default. If you delete the date in the field, the order date will instead be loaded from the existing customer order. By default, the order header, order rows, and shipping information will be included in the new customer order. If there is a linked manufacturing order and/or purchase order for the existing customer order, it is default that a new linked order is created for the new customer order. It is not possible to use Save as for customer orders of the order type Agreement.

If the Customer order transfer option is installed, you can copy the transfer profile to the new customer order if the "order rows" have also been selected to be copied. It is necessary to check the Transfer profile box if you want the order row’s remote configuration to be copied to the new order. Please note! It is only the sales company's transfer profile that can be copied. A unique ID for remote configuration is also created.

By using the Delete button (Ctrl + F6) you can delete an order as long as it is not included in a pick list (status 4) or has been partially delivered (status 5).

If you use the Customer order transfer option, it is also not possible to delete a customer order if it is included in a transfer.

When the order can be deleted, a dialog is displayed when you click the button, and there you have to mark a checkbox to go ahead and delete the order. You can also choose to delete the order from the order inflow.

Once an order has been deleted it is no longer possible to create a new order with the same order number as the deleted order. A deleted order number cannot be reused.

To delete a customer order which is linked to a blanket order, you must first delete the row/rows. This must then be saved. After this, you can delete the actual customer order.

It is the deleting/modification of rows that will update the linked blanket order with the correct quantity and status.

In the Part register procedure you can configure that serial number should be manually entered or taken from the number series when registering a customer order (for the specific part). If the customer on the customer order is a different customer than what is saved as owner of the serial number, then you will receive a question asking if you wish to change owner.

It is possible to register a customer order for an existing serial number. Then a check is made to make sure that the part number on the order row is the same as on the serial number. In that case, the information about the customer order in the serial number register will be loaded from the order row. In case information already exists, that will be overwritten with the information from the new order.

For parts that are stock driven and have traceability at serial number level, you should not create serial number on customer order. The reason is: if there is a need to manufacture or delivery finished serial numbers from stock, these serial numbers will probably be preferred to use instead of serial numbers created on the customer order. Only in exceptional cases, the serial number should be created on the customer order.

If you have customers who also use Monitor ERP, you can send order confirmation as attached XML files if you send order confirmations as PDF files by e-mail. The setting for this is configured under the Attach XML file button in the Customer register register procedure. The customer then imports the order confirmation for the purchase order from the desktop component called Inbox for Monitor-to-Monitor. The XML file contains all data and is the basis for the order confirmation to the customer's purchase order. Read more about Monitor-to-Monitor.

There are a number of settings in the System settings procedure that affect the registration of customer orders in different ways. Read more about these settings in the help chapter for the System settings procedure, under the Sales tab, under the heading Order/Quote.

At the very bottom of the window you can see information about who created and most recently modified the information for the current record and at what time. Using the button you will access a log containing all modifications.

At the bottom of the window you will see the date and time of the last printout from the procedure. By clicking the button you access a printout log where you can see all printout dates, the users who printed it, and what was printed. You can also review the printed documents by using a button in the printout log. This can be useful in order to see how the printouts looked at the time they were printed. Business documents sent via EDIClosed EDI is the acronym of Electronic Data Interchange. EDI is about exchanging electronic business documents with your business partners, e.g. customers and suppliers. The EDI concept can be wide and a bit unclear, and can many times be used about all types of documents which are sent electronically, even if it might be PDF files sent via e-mail or publishing business documents on a website. What we refer to as EDI – and what is traditionally meant by EDI – is structured business documents following given standards, electronically sent or received and which are compiled and interpreted automatically and that is integrated with the customer's/supplier's ERP system. also create records in the printout log.