Work with sales orders/service orders/sales quotations, Order/Quotation addresses (DMR31301)

Related topics

• About item sourcing during sales order entry
• About moving goods between warehouses (EU statistics)
• About sales order entry
• About sales quotation entry
• About sales restrictions
• About service order entry
• About working with external contacts
• Shipment preparation process

This panel contains the following five addresses which can be changed. Note: If you are in sales quotation mode, the only applicable address is the Quotation address. It is, however, possible to maintain the other addresses even though they are not used for a quotation. They will, however, be valid later when the quotation is copied to a sales/service order.

• Confirmation/Quotation address is where the order confirmation/quotation document should be sent.
• Ship to address is only applicable for sales orders that are part of the Shipment preparation routine. This is the intermediate address to which the goods are shipped, (e.g., Port or Shipping agent), before being delivered on to the Delivery address.
• Delivery address is where the goods should be sent.
• Invoice address is where the invoice document should be sent.
• Debtor address is the customer who is responsible for paying the invoice, i.e. the customer that will update the Accounts Receivable. This is the address to which any payment reminders, statement of accounts or interest invoices will be sent.

Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error and any address containing erroneous information will be highlighted. Access the applicable address and click OK to view the error.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Work with sales orders/service orders/sales quotations, Confirmation address/Quotation address (DMR31304)

Related topics

Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error. Click OK to view the error.

This panel displays the Confirmation address/quotation address information for the customer, retrieved from the Business partner file.

This is the address to which the sales order confirmation/quotation document should be sent.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order/quotation.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Confirmation/Quotation

Address number

Indicates the number of the order confirmation/quotation address from the Business partner file for this customer.

Note: If the order is for a Cash sale and you changed the address on the Cash sale header panel, this field displays 999, meaning the address is manually entered.

Address

Indicates the order confirmation/quotation address from the Business partner file for this customer. If you changed the Address number on this panel, click OK to display the address in this field.

Note: If the order is for a Cash sale, this field displays the address from the Cash sale header panel.

Service code

Only applicable if you are running the DC1 GB Parcel Carrier application. Displays a code from the Carrier table, Service code table, indicating the service used by the carrier to deliver the goods to the customer of this sales order. The field can be changed. When a sales order is entered, the carrier’s service code is automatically updated to the order from the customer, if a default service code is defined for the customer. See About the Parcel carrier functionality (Great Britain) for more information.

County

Indicates in which county the confirmation/quotation address is located.

Country

This field is only displayed if the EU reporting function is activated. Indicates in which country the confirmation/quotation address is located. Note: If changing the country manually, you must enter 999 in the Address number field on this panel.

E-mail address

This field is only displayed if at least one of the following is true:

1. This is a sundry customer. Displays the e-mail address of the contact applicable for this sundry customer’s confirmation/quotation address, if defined.
2. The order is created via DC1 NetStore and order confirmation/quotation is to be printed for the order/quotation according to the order type. Displays the e-mail address to which the order confirmation/quotation should be sent, if defined.
3. (If a sales order) DI document ORDRSP (sales and order responses) is activated under DI method ACCEMAIL for the customer in the Business partner file and order confirmation is to be printed for the order according to the order type. If an e-mail address to which the DI ORDRSP should be sent is defined for the customer (in the Send address field in the Business partner file/DI documents panel), then it is defaulted.
4. (If a sales quotation) DI document QUOTES is activated under DI method ACCEMAIL for the customer in the Business partner file. If an e-mail address to which DI QUOTES should be sent is defined for the customer (i.e. Business partner file/DI documents panel, in the Send address field), then it is defaulted.

The field can be changed. If the field is blank, enter the applicable e-mail address or click the prompt icon to select one from a list of this customer’s activated contacts. See Assign a client type to an external contact and Attach an external contact to a business partner role for more information.

E-mail address 2

This field is only displayed if at least one of the following is true:

1. This is a sundry customer. Displays the e-mail address of the contact applicable for this sundry customer’s confirmation/quotation address, if defined.
2. The order is created via NetStore and order confirmation/quotation is to be printed for the order/quotation according to the order type. Displays the e-mail address to which the order confirmation/quotation should be sent, if defined.
3. (If a sales order) DI document ORDRSP (sales and order responses) is activated under DI method ACCEMAIL for the customer in the Business partner file and order confirmation is to be printed for the order according to the order type. If an e-mail address to which the DI ORDRSP should be sent is defined for the customer (in the Send address field in the Business partner file/DI documents panel), then it is defaulted.
4. (If a sales quotation) DI document QUOTES is activated under DI method ACCEMAIL for the customer in the Business partner file. If an e-mail address to which DI QUOTES should be sent is defined for the customer (i.e. Business partner file/DI documents panel, in the Send address field), then it is defaulted.

The field can be changed. If the field is blank, you can enter the applicable e-mail address or click the prompt icon to select one from a list of this customer’s activated contacts. See Assign a client type to an external contact and Attach an external contact to a business partner role for more information.

Work with sales orders/service orders/sales quotations, Delivery address (DMR31305)

Related topics

Depending on from where you access this panel, different addresses are displayed:

• From the Order addresses panel:
  This panel displays the delivery address that is connected to the order/quotation header. This information is retrieved from the Sales order address file, the Customer address file or from the Business partner file. It may also be retrieved from the Engineer table or Service location table.
• From the Order/quotation line information panels:
  This panel displays the delivery address that is connected to the order/quotation line. This information is retrieved from the Sales order address file, the Customer address file or from the Business partner file.

  Note: If this program is called to assign the delivery address to the sales order/sales quotation line with no delivery address defined yet, the address number field is set by default to 999. Some of the other fields on this panel are defaulted with information from the sales order/sales quotation line.

Note: Different function keys and fields may be displayed depending on the mode you are in.

Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error. Click OK to view the error.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Location

This field is only displayed if DC1 Service is installed and activated, and for Service orders and Service quotations (not sales and agreement orders). If a location is entered, the Address number field must be 999 and the Engineer field must be blank.

Enter the location to which the spare parts should be sent. The predefined address corresponding to the location number is retrieved from the Service location file.

An alternative is to manually enter an address on the text lines. If done manually, the first field on the fifth line is reserved for the postal code. The country code of this customer will decide whether the postal code will be printed as displayed on the panel, or if the two fields on line five will be switched around.

Engineer

This field is only displayed if DC1 Service is installed and activated, and for Service orders and Service quotations (not sales and agreement orders). If an engineer is entered, the Address number field must be 999 and Location field must be blank.

Enter the engineer to whom the spare parts should be sent. The predefined address corresponding to this code is retrieved from the Service engineer table.

An alternative is to manually enter an address on the text lines. If done manually, the first field on the fifth line is reserved for the postal code. The country code of this customer will decide whether the postal code will be printed as displayed on the panel, or if the two fields on line five will be switched around.

Line

Displays the order line number. Note: This field is only displayed if you are maintaining order/quotation line addresses.

Address number

Indicates the number of the delivery address from the Business partner file for this customer. You can add, or change, an address by first entering 999 in this field. Note: If the order is for a Cash sale and you changed the address on the Cash sale header panel, this field displays 999, meaning the address is manually entered.

Address category

Optional entry. Enter an address category from the Address category table. If a sales restriction exists with this address category as a sell to key, the sale to this delivery address will be restricted. The handling of the order is dictated by the degree of severity placed on the sales restriction. See Work with restricted sales for more information.

Address

Indicates the delivery address, from the Business partner file for the customer. If you changed the Address number on this panel, click OK to display the address in this field.

An alternative is to manually enter an address on the text lines. Then you must enter 999 in the Address number field on this panel. If done manually, the first field on the fifth line is reserved for the postal code. On the fifth line, a 2-character state/province code field is only displayed if the Validate state field in Work with countries is set to Optional or Mandatory for the country code entered below. The country code determines whether the postal code will be right- or left-justified.

Note: If the order is for a Cash sale displays the address from the Cash sale header panel. You can manually enter another if the Address number field is set to 999.

County

This field is only displayed if the Validate county field in Work with countries is set to Optional or Mandatory for the Country code entered below. Enter the code from the County table indicating the county in which the customer/supplier is located.

Tax jurisdiction

This field is automatically filled in if you have an automatic tax package, such as Vertex or AVP. Otherwise, the value in this field is manually assigned if you have a user-defined tax interface. This value can be changed if the Allow jur override field in Work with countries is set to YES.

Route

Note: This field can be completed for sales quotations but it will not have any relevance until the quotation becomes a sales order. Enter a value in this field if you want to place this sales order onto a specific delivery shipment. Enter a code from the Routes table to indicate the route that will be used to deliver this sales order. Note: The value in this field may be changed, by first entering 999 in the Address number field.

Departure

Note: This field can be completed for sales quotations but it will not have any relevance until the quotation becomes a sales order. Enter a code from the Routes table to place this sales order onto a specific delivery shipment. If a value is entered in this field, then you must also complete the Destination field.

Destination

Note: This field can be completed for sales quotations but it will not have any relevance until the quotation becomes a sales order. The destination code describes the location of your customer’s site and is defined for the customer in the Business partner, Address file. This code is used in Work with routes which is part of the Shipment preparation process. The route plans allow the system to schedule the deliveries made to customers along a given route.

Note: The value in this field may be changed, by first entering 999 in the Address number field.

Shipping agent

Note: This field can be completed for sales quotations but it will not have any relevance until the quotation becomes a sales order. Identifies the external company responsible for transporting your goods to your customer. This value is defined in Work with shipping agents.

Country

This field is only displayed if the EU reporting function is activated and is used if moving goods between two EU countries to report Intrastat statistics. Indicates in which country the delivery address is located.

Note: If you are maintaining sales order/sales quotation header addresses, the value in this field may be changed. If so, the Address number field will be set to 999 automatically.

Note: If you are maintaining sales order/sales quotation line addresses, this field displays the country that is defined for the order/quotation header, and cannot be changed.

Sourcing policy

This field is only displayed if the selected address is the delivery address. Displays a code from the Sourcing policy table defined for your customer’s delivery address in the Business partner/Address file. Note: The value in this field may be changed, by first entering 999 in the Address number field.

E-mail address

This field is only displayed if at least one of the following is true:

1. This is a sundry customer. Displays the e-mail address of the contact applicable for this sundry customer’s delivery address, if defined.
2. The order is created via DC1 NetStore and a transport note is to be printed for the order according to the order type. Displays the e-mail address to which the delivery note should be sent, if defined.
3. DI document DESADV (dispatch advice) is activated under DI method ACCEMAIL for the customer in the Business partner file and a transport note is to be printed for the order according to the order type. If an e-mail address to which the DI DESADV should be sent is defined for the customer (in the Send address field in the Business partner file/DI documents panel), then it is defaulted.

The field can be changed. If the field is blank, enter the applicable e-mail address or click the prompt icon to select one from a list of this customer’s activated contacts. See Assign a client type to an external contact and Attach an external contact to a business partner role for more information.

Work with sales orders/service orders/sales quotations, Invoice address (DMR31306)

Related topics

Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error. Click OK to view the error.

This panel displays the Invoice address information for the customer, retrieved from the Business partner file.

This is the address to which the invoice document should be sent.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Invoice customer

Indicates the number of the invoice customer, i.e. the customer that the invoice will be sent to, if it is different than the customer code.

Address number

Indicates the number of the invoice address from the Business partner file for this customer. If you want to use another address number defined in the Business partner file, enter the address number and click OK. If you want to enter an address manually in the Address field, enter 999 in this field.

Note: If the order is for a Cash sale and you changed the address on the Cash sale header panel, this field displays 999, meaning the address is manually entered.

Address

Indicates the invoice address, from the Business partner file for that customer. If you changed the Address number on this panel, click OK to display the address in this field.

An alternative is to manually enter an address on the text lines. Then you must enter 999 in the Address number field on this panel. If done manually, the first field on the fifth line is reserved for the postal code. On the fifth line, a 2-character state/province code field is only displayed if the Validate state field in Work with countries is set to Optional or Mandatory for the country code entered below. The country code determines whether the postal code will be right- or left-justified.

County

This field is only displayed if the Validate county field in Work with countries is set to Optional or Mandatory for the Country code entered below. Enter the code from the County table indicating the county in which the customer/supplier is located.

Tax jurisdiction

This field is automatically filled in if you have an automatic tax package, such as Vertex or AVP. Otherwise, the value in this field is manually assigned if you have a user-defined tax interface. This value can be changed if the Allow jur override field in Work with countries is set to YES.

Note: If the order is for a Cash sale displays the address from the Cash sale header panel. You can manually enter another if the Address number field is set to 999.

Country

This field is only displayed if the EU reporting function is activated. Indicates in which country the invoice address is located. Note: If changing the country manually, you must enter 999 in the Address number field on this panel.

E-mail address

This field is only displayed if at least one of the following is true:

1. This is a sundry customer. Displays the e-mail address of the contact applicable for this sundry customer’s invoice address, if defined.
2. The order is created via DC1 NetStore and an invoice is to be printed for the order according to the order type. Displays the e-mail address to which the invoice should be sent, if defined.
3. The applicable DI document INVOIC type (Normal, Consolidated or Credit) is activated under DI method ACCEMAIL for the order’s debtor in the Business partner file and an invoice is to be printed for the order according to the order type. If an e-mail address to which the DI INVOIC should be sent is defined for the order’s debtor (in the Send address field in the Business partner file/DI documents panel), then it is defaulted.

The field can be changed. If the field is blank, enter the applicable e-mail address or click the prompt icon to select one from a list of this customer’s activated contacts. See Assign a client type to an external contact and Attach an external contact to a business partner role for more information.

Work with sales orders/service orders/sales quotations, Debtor address (DMR31307)

Related topics

Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error. Click OK to view the error.

Note: The fields on this panel can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order.

This panel displays the Debtor address information for the customer, retrieved from the Business partner file.

The debtor address is the customer who is responsible for paying the invoice, i.e. the customer that will update the Accounts Receivable. This is the address to which any payment reminders, statement of accounts or interest invoices will be sent.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Debtor

Debtor number

Indicates the number of the debtor, i.e. the company that will pay the invoice, if it is different than the customer code.

Address number

Indicates the number of the debtor address from the Business partner file for this customer. If you want to use another address number defined in the Business partner file, enter the address number and click OK. If you want to enter an address manually in the Address field, enter 999 in this field.

Address

Indicates the debtor address, from the Business partner file for that customer. If you changed the Address number on this panel, click OK to display the address in this field.

An alternative is to manually enter an address on the text lines. Then you must enter 999 in the Address number field on this panel. If done manually, the first field on the fifth line is reserved for the postal code. On the fifth line, a 2-character state/province code field is only displayed if the Validate state field in Work with countries is set to Optional or Mandatory for the country code entered below. The country code determines whether the postal code will be right- or left-justified.

County

This field is only displayed if the Validate county field in Work with countries is set to Optional or Mandatory for the Country code entered below. Enter the code from the County table indicating the county in which the customer/supplier is located.

Tax jurisdiction

This field is automatically filled in if you have an automatic tax package, such as Vertex or AVP. Otherwise, the value in this field is manually assigned if you have a user-defined tax interface. This value can be changed if the Allow jur override field in Work with countries is set to YES.

Country

This field is only displayed if the EU reporting function is activated. Indicates in which country the debtor address is located. Note: If changing the country manually, you must enter 999 in the Address number field on this panel. Note: A change of debtor country is not allowed for manual address (999) for sundry customers when DC1 Financials is installed.

VAT registration no

This field is only displayed if the EU reporting function is activated. Displays the VAT registration for the debtor on the sales order header. If the sales order header belongs to a sundry customer, then this field can be changed.

E-mail address

Only displayed if this is a sundry customer. Displays the e-mail address of the contact applicable for this sundry customer’s debtor address, if defined, but can be changed. If the field is blank, enter the applicable e-mail address or click the prompt icon to select one from a list of this customer’s activated contacts. See Assign a client type to an external contact and Attach an external contact to a business partner role for more information.

Work with sales orders/service orders/sales quotations, Ship to address (DMR31308)

Related topics

Note: The fields on this panel can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order.

The Ship to address information is only applicable for sales orders that are part of the Shipment preparation routine. This is the intermediate address to which the goods are shipped, (e.g., Port or Shipping agent), before being delivered on to the Delivery address. Note: If you are in Work with orders in error/Work with sales quotations in error mode, the main title of the panel will read Work with orders in error/Work with sales quotations in error. Click OK to view the error.

This panel displays the Ship to address information for the customer, retrieved from the Business partner file.

Function keys

Customer

Displays the customer number and description.

Order value/Quote val

Indicates the total value of the order lines/quotation lines, after deduction of order header discount/quotation header discount, and including VAT (if applicable). Free-of-charge order lines are not included.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Order type

Displays the order type used on the order.

Order number/Quote number

Displays the order number/quotation number of the transaction.

Credit limit

Indicates the debtor’s credit limit (in system currency).

Balance

Indicates your customer’s total sales order balance (in system currency). Note: If the debtor is not your customer, then the value displayed in this field represents the debtor’s total balance and not the customer’s.

The total balance is calculated as follows:

+ A/R – A/P balance + Invoiced not transf + Open orders –  Received payments = Total balance

Sales orders created for Inventory contracts

Applicable for SCS-, WDS-, and WBS inventory contracts.

When an inventory contract is manually entered/linked on the Work with sales orders, Create new panel, and a credit profile was found in the Customer settings file, or the contract header, the total balance is calculated for:

• all orders with status less than 60 for this customer and assigned to the same contract

  and

• all invoiced orders for this customer and assigned to the same contract which are waiting in transaction files (not transferred to Financial application)

as follows:

+ Open orders for inventory contract + Invoiced not transferred for inventory contract = Total balance

If no inventory contract is manually entered/linked on the Work with sales orders, Create new panel, or one is entered/linked but no credit profile was found in the Customer settings file, or the contract header, the total open sales order balance calculation differs depending on if the CR-CMIOO (Credit control, incl CMI in Oo) function is activated in the Function control file. If that function is activated, the balance will be totaled for all orders for the customer, including those with an inventory contract defined. If that function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

This field is highlighted if the credit limit is exceeded. An authorised employee must then take necessary actions to release it for further processing.

Note: This field cannot display amounts greater than 9999999999,999. If the amount exceeds this value, then only the last 10 digits will be displayed.

Note: Only the displayed value will be truncated. The full amount will be correctly updated to the database.

Ship to

Ship to bus partner

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. Indicates the business partner to which the goods will be shipped.

Address number

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order.Indicates the number of the ship to address from the Business partner file for this customer. If you want to use another address number defined in the Business partner file, enter the address number and click OK. If you want to enter an address manually in the Address field, enter 999 in this field.

Address

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. Indicates the ship to address, from the Business partner file for that customer. If you changed the Address number on this panel, click OK to display the address in this field.

An alternative is to manually enter an address on the text lines. Then you must enter 999 in the Address number field on this panel. If done manually, the first field on the fifth line is reserved for the postal code. On the fifth line, a 2-character state/province code field is only displayed if the Validate state field in Work with countries is set to Optional or Mandatory for the country code entered below. The country code determines whether the postal code will be right- or left-justified.

County

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. This field is only displayed if the Validate county field in Work with countries is set to Optional or Mandatory for the Country code entered below. Enter the code from the County table indicating the county in which the customer/supplier is located.

Route

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. Enter a value in this field if you want to place this sales order onto a specific delivery shipment. Enter a code from the Routes table to indicate the route that will be used to deliver this sales order. Note: The value in this field may be changed, by first entering 999 in the Address number field.

Departure

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. Enter a code from the Routes table to place this sales order onto a specific delivery shipment. If a value is entered in this field, then you must also complete the Destination field.

Destination

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. The destination code describes the location of your customer’s site and is defined for the customer in the Business partner, Address file. This code is used in Work with routes which is part of the Shipment preparation process. The route plans allow the system to schedule the deliveries made to customers along a given route.

Note: The value in this field may be changed, by first entering 999 in the Address number field.

Shipping agent

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. Identifies the external company responsible for transporting your goods to your customer. This value is defined in Work with shipping agents.

Country

Note: This field can be maintained for a sales quotation, but the information will not have any relevance until the sales quotation becomes a sales order. This field is only displayed if the EU reporting function is activated. Indicates in which country the debtor address is located. Note: If changing the country manually, you must enter 999 in the Address number field on this panel. Note: A change of debtor country is not allowed for manual address (999) for sundry customers when DC1 Financials is installed.