Manage Customer Orders

This page allows you to accept the customer orders in ‘Released’ Status. The PO details and the company details is fetched from the “Customer Portal” component for the corresponding PO. You can accept the purchase order after entering the, sale order number, pay term and selection of freight term. The PO status changes to “Processed” once it is accepted.

Select the hyper linked PO No. from the multiline of the “Select Purchase Order” screen.

The “Manage Customer Orders” page appears.

The system displays the following details.

Company Code	The unique code identifying the company.
Company Name	The company name of the corresponding company code.
	Zoom facility available.
Org. Unit	The organizational unit of the PO.
	Zoom facility available.
Org. Name	The organizational name corresponding to the organization unit.
	Zoom facility available.
Customer Code	The unique code identifying the customer.
Customer Name	The customer name corresponding to the customer code.
	Zoom facility available.
Quotation No.	The unique code identifying the quotation.
Quotation Date	The date on which the quotation was created.

The system displays the following details in the “PO Details” group box:

PO No.	The unique number identifying the PO.
PO Date	The date on which the PO was created.
Status	The status of the PO.
Payment Remarks	Any information about payment.
Shipping Remarks	Any information about shipment.
Currency	The name of the currency.

Enter the following details in the “PO Details” group box:

Payterm	The pay term corresponding to the payment remarks. PO. Mandatory (Alphanumeric, 15).
	Help facility available.
Freight Term	Use the drop-down list to select the freight term. The values defined in “Category” component get populated.
Sale Order No.	The unique number identifying the sale order (Alphanumeric, 18) Mandatory. The order number is provided with a suffix and prefix. If the field is not entered manually, then the system generates the order number automatically on successful submission of all the mandatory fields in the page. The system ensures that the order number should not contain spaces and special characters excepting Hyphen ('-'). If numbering series is “Manual”, then the system checks for the existence of the order number.

Note: The sale order number will be in “Draft” status.

Numbering Type

Use the drop-down list box to select the prefix and suffix for the Sale Order number that is created. Mandatory. The values are populated from the “Numbering Class” business component.

The system displays the following details in the “PO Details” group box:

Order Date	The date on which the order was placed.
Dealer Code	The code identifying the dealer.
Dealer Name	The name of the dealer.

The system displays the following details in the “Billing Information” multiline.

Bill To Id.	The Id to which the bill is shipped.
Order Basic Value	The order basic value is calculated as a sum (total item price) excluding TCD.
Order Total Value	The order total value is calculated based on the order basic value and TCD.
Total Tax	Sum of all the taxes charged for all the items in the purchase order.
Total Charge	Sum of charges for all the order line items.
Total Discount	Sum of all discounts offered for all the items in the purchase order.

The system displays the following details in the “Line Details” multiline.

Line No.	The unique number identifying each line item in the multiline.
Customer Item Code	The unique code identifying the item of the customer.
Item Code	The unique code identifying the item.
Variant Code	The variant code of the item.
Item Variant Desc.	The descriptive information of the item variant.
UOM	The unit of measurement of the item specified in the purchase order.
Qty.	The quantity of the item ordered in the purchase order.
Rate	The unit rate of the ordered item.
Total Item Value	The total item value. Ie., Qty * Price.
Need Date	The date of which the item is needed.
Ship To Id.	The Id to where the shipment must be made.

Click the “Accept Purchase Order” pushbutton to accept the PO.

Note: PO’s that are in “Released” status can only be accepted.

The system saves the sale order number with all its associated details in “Fresh” status when “Generate SO in” is set as “Fresh” in Set Function Parameter activity or in “Authorize” status when the “Generate SO in” is set as “Authorize” in Set Function Parameter activity.

Click the “Print” pushbutton to print the sale order details.

The system displays the following in the “Notes” group box.

Notes Title

Title of the notes.

The system displays the following details in the “Data History” group box.

Created By	The login id of the user who had created the PO.
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Created Date	The date on which the PO was created.

To proceed, carry out the following:

Select the “Maintain Sale Order” link at the bottom of the page to maintain the sale order details.
Select the “View Sale Order” link to view the sale order details.
Select the “Amend Sale Order” link to amend the sale order details.
Select the “Attach Notes” link at the bottom of the page to specify notes.