Setting up the order property functionality

The Order property functionality provides an extended possibility to control the life-cycle of a sales order. It is advantageous when internal processes require additional attributes to a sales order, which are not provided by the sales order type.

This functionality needs to be activated and set up. Depending on the configuration, each order property code contains certain attributes that follow the sales order throughout the entire sales order process. These attributes are controlled by a specified number of predefined fields containing corresponding values. When an order property code is entered on a sales order, the code refers to these attributes. The handling of the activities specified by the code attributes is completely manual. No validation or tracking is done by the system.

Below is described the order in which the setup is best performed:

File/Program

To do

Panel value control file

In order for the program to recognize and retrieve proper values for the first nine fields, one panel value group containing the desired values must be defined for each field. This configuration can only be done by the system administrator. The following names are valid:

Order property field	Panel value group name
field 1A	ORDPTY01
field 1A	ORDPTY02
field 1A	ORDPTY03
field 1A	ORDPTY04
field 1A	ORDPTY05
field 5A	ORDPTY06
field 5A	ORDPTY07
field 10A	ORDPTY08
field 10A	ORDPTY09

DIS control file

On the User defined order properties panel:

Activate the functionality and define if the code should be mandatory on header and line level.
Decide how many fields your internal procedures require.
Define the lead text to be attributed to each field that you need. The text should display the actions to take and what kind of information to enter in the field. Only the fields with lead text (i.e. the ones you have decided that you need for your internal requirements) will be displayed in the Work with order properties routine. All fields displayed in the routine must be completed when you are adding a new code.

Panel value control file

Enter, for each field, one panel value group that is relevant for the defined lead text. These groups will control the information to be entered in the field.
Enter the valid values, which are relevant for your company’s internal procedures, to be used as a selection code in each panel value group. They are easily accessible when working with sales orders by clicking the prompt window icon to the right of a field.

Work with order properties

Define the order property codes that you want to be available in the system. The code is entered on a sales order when certain actions need to be taken or when specific information is requested connected to that particular order. You can change the configuration of an existing code at any time and thereby affect all orders assigned with that code. The code follows the order throughout the entire sales order process, but the handling of the activities specified by the code attributes is completely manual. No validation or tracking is done by the system.