Configuring a Customer Order

To configure a customer order header, do the following:

1. On the Customer Orders or Customer Orders Quick Entry form, add a new order, or edit an existing order. Ensure that the order status is Planned.
2. Save the order.
3. Select Actions > Configure. The system displays the configuration user interface (UI) for the order.
4. Configure the order. Refer to the configuration application's documentation for additional information.

   NOTE: When you are in a configuration session, the system prevents you from accessing any SyteLine forms or online help.

   The information you select in the UI can be used to configure the order header and all items in the order.

5. After the system returns the configured order, process the order according to your standard procedures.

After configuration, the next time you select that order or line item, the UI displays the saved information.

NOTE: If you reconfigure a customer order, any existing customer order line items or job cross-references will be deleted.

Related Topics

Attaching Infor PCM Documents to SyteLine Records

Configuring an Item from a Customer Order Line (Regular or Blanket)

Configuring an Estimate

Configuring an Estimate Line

Copying a Customer Order or Estimate with Configuration Information

List Configuration Values

Printing Configuration Information

Setting Up a Configuration Interface for an Item or Job - Infor PCM