Customer Orders
Use this form to create, view, and adjust customer orders. A customer order is necessary for every order of goods or services sold by your company to a customer.
In the grid on the left side of the form, transactions are sorted by order number in descending order.
If the customer is on credit hold, a problem indicator is displayed next to the Customer number field in the Address tab. If the customer is not on credit hold, a check mark is displayed.
If either the customer or the specific order is placed on credit hold, the system will not allow you to ship the order.
You cannot cross-reference a customer order line if the customer order is on credit hold. However, if the order line is cross-referenced before the customer order is placed on credit hold, the cross-referenced information is maintained.
If you use a Terms code with multiple due dates assigned to it, you cannot use the following options:
- Letter of Credit
- Consolidated Invoicing
- Payment Type: Draft.
The menu includes these options:
- allows you to configure the customer order.
- opens the Infor CPQ Document Automation interface, where you can generate configurable documents.
- displays all line/releases, shipments, and reservations that reference this order.
The Tax Info tab includes fields used by the European Union (EU). If the Activate EU Reporting check box on the General Parameters form is not selected, some of these fields are disabled.