MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > S/O > Customer Orders, General Tab

Customer Orders, General Tab

The Customer Orders, General tab appears as follows:

The following information/options are available in this window:
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Order Number

The type of order and the order number for the transaction.

Warning: It is important to set Customer Orders Switch 'CUST/ORD' at a much higher configuration number than the configuration number of Production Switch 'WOSEQ' to avoid Sales Orders and Work Orders from ever having the same order number. This will prevent inventoried parts from being misallocated.

Location

The location where the order items will be shipped from.

Note: Users are allowed to reserve items from quarantined locations.

Priority

The priority placed on the transaction (e.g., routine, AOG, etc.). For additional information and functionality, refer to the Priority transaction code via the Orders Transaction Codes.

Discount

The discount code being applied to the order. Discount codes are linked to percentages and can be applied on a per order basis.

Expenditure

The expenditure code for the order.

Note: Users are only allowed to choose a 'Sales' Expenditure Code for all Sales Orders.

Currency

The currency that will be used for the order transaction. Currencies may be defined for the Customer/Vendor in the Customer/Vendor Master and overridden at the order level. For additional information, please refer to the Currency section of the G/L Interface, System Transaction Code Training Manual.

Exchange Rate

The currency exchange rate associated with the order.

Company

The company the order is being created for.

Note: For more information, refer to the Multi Company Functionality.

Customer

The customer the order is being placed with requiring the items.

Bill To

The customer bill to code (if different) or billing address.

Reference

Enter the appropriate reference code.

Status

The current order status.

Quote checkbox

Users can check this box if they would like to use this record strictly as a quote. The checkbox is used for informational purposes only.

FOB

Freight On Board information (sometimes referred to as Free On Board). This information may be pre-defined by vendor.

Confirmation

The confirmation reference along with applicable information.

Customer P.O.

For Third Party purchase, if purchase is on behalf of a customer the PO number may be entered here. Additional Use - if a Sales Order is generated in the system for the service requirement, it may cross reference here as well. This is to be defined by the company procedures. This does not invoice or charge the customer for any service provided. It is only used as a reference number.

Note: If a S/O is created due to a Company Change transaction (where both a S/O and P/O are auto-generated by the system), the P/O that was created for the S/O will appear here.

Freight

The dollar amount related to this transaction.

Ship Via

Shipping-related information. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Note: Users can select into this field to choose from a selection of shipping methods.

Ship Via Account

Shipping-related account number. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Ship Via Remarks

Shipping-related notes. This information may be pre-defined by customer, but may be changed for a particular order, as required.

Legacy Sys Order No

The legacy number related to the order. The legacy number is typically identified and used by customers during implementation to cross reference their old systems order number to the new systems order number.

Book To / None radio buttons

Select the Book To radio button to book the Customer Order to a Work Order. When the Book To radio button is selected, the Work Order and Task Card fields appear.

The 'None radio button is selected by default when creating a Customer Order.

Work Order

Enter the Work Order reference the Customer Order will be booked to.

Task Card

Enter the Task Card the Customer Order will be booked to.

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