Order Entry Steps

To create, ship, and invoice a customer order:

Enter a new customer order on the Customer Orders form.

Enter the appropriate information in all required fields.

Save the customer order.

To open the Customer Order Lines form, click the Lines button.

Add order lines and/or releases to the order.

NOTES:

Alternatively, you can quickly create an entire customer order on the Customer Orders Quick Entry form.
The system displays warning messages if you add an item flagged obsolete or slow-moving to a customer order.
If you will be cross-referencing the customer order line to a job or purchase order, see Cross-Referencing Demands to Supplies for the steps.
If you need to check availability of the item before completing the order, click Get ATP or Get CTP and see the Help topic for the Availability Results form for details about the information that displays.

Save the customer order line. If the Allow Over Credit Limit field is selected, the record is saved as-is. If the Allow Over Credit Limit field is not selected, the system checks if the order total is less than, or equal to, the total available credit for the customer. If it is, the system then checks if the order total is less than, or equal to, the order credit limit, if specified. If it is, the record is saved. If the order fails these checks, the order status is changed to Planned, a warning message displays, and the record is saved.

If the order has a long lead time and your customer requires a hard-copy order acknowledgement, print the Order Verification Report.

Ship the order.

For the steps, see Shipping Customer Orders. You can print the packing list before or after shipping transactions.

Invoice the order.

For the steps, see Invoicing a Customer Order. When you print the invoice, the system also posts the record to Accounts Receivable. For more information, see Accounts Receivable Steps.

Order Entry Steps

Related Topics