Receive Customer Order Change Request

Explanation

This activity is used to receive a change request for a quotation request or customer order, i.e., changes that the customer has made in the purchase order/purchase order request and sent by EDI/MHS.

If you want to reduce the sales quantity on an existing order line that has manually pegged supplies connected to it, you must first remove or modify the pegging. You can also increase the quantity, but you will be notified that the pegged quantity does not fulfill the demand.

Prerequisites

• You must have set up the EDI/MHS messages regarding customer order changes (ORDCHG) in the Customer/Message Setup tab.
• A change request, i.e., a message of type ORDCHG, must have been sent from the customer.
• The quotation or customer order must have been created and currently not have either Invoiced/Closed or Canceled status.

System Effects

• The changes approved will be transferred to the corresponding quotation or customer order in your system. The status of the message will be Processed. The changes on quotation lines can be viewed in the Sales Quotation/Quotation Lines tab by choosing Quotation Line History... from the Operations menu when the changes have been processed. The changes on customer order lines can be viewed in Customer Order/Order Lines tab by choosing Order Line History... from the Operations menu when the changes have been processed.
• The approved changes will be propagated to any existing pegged supply orders, according to the replication logic. Examples of changes that triggers a replication are cancellation, quantity change, date changes, delivery address changes when the order line is a direct delivery.

Window

Incoming Change Requests for Customer Orders
Incoming Change Request for Customer Order

Related Window Descriptions

Incoming Change Requests for Customer Orders
Incoming Change Request for Customer Order
Incoming Change Request for Customer Order/Order Head
Incoming Change Request for Customer Order/Order Address
Incoming Change Request for Customer Order/Order Line

Procedure

If automatic EDI approval is used, i.e., the Automatic EDI Approval check box is selected on firstly, the site-customer combination table on the Site/Sales and Procurement/Inter-Site Defaults tab, next the header of the Site/Sales and Procurement/Inter-Site Defaults tab or the Customer/Order/Message Defaults tab:

1. The changes will be done automatically. If you want to check for messages, open the Incoming Change Requests for Customer Orders window and populate or query for the messages of interest to you. To view the details, select the desired line and choose Incoming Change Request... from the Operations menu.
2. To view changes in the header, including the Order Head tab and the Order Address tab, choose View Changes... from the Operations menu when the cursor is in the header or in one of the tab windows. To view changes on the order lines, choose View Changes... from the Operations menu when the line is marked. It is only possible to view one line at a time.

If automatic EDI approval is not used:

1. Open the Incoming Change Requests for Customer Orders window or the Incoming Change Request for Customer Order window, then populate or query for the messages of interest to you. If you are in the Incoming Change Requests for Customer Orders window, mark the line of the message you want to study and choose Incoming Change Request... from the Operations menu. The Incoming Change Request for Customer Order window opens.
2. Check the information received and change/add information if desired. To view changes in the header, including the Order Head tab and the Order Address tab, choose View Changes from the Operations menu when the cursor is placed in the header or in one of the tab windows. To view changes on the order lines, choose View Changes from the Operations menu when the line is marked. It is only possible to view one line at a time. Only changes made to lines with status of Changed or Added will be transferred to the customer order.
3. Approve the entire message by choosing Approve from the Operations menu. If you want to approve a single line, mark this line and choose Approve from the Operations menu. It is possible to cancel the message by choosing Cancel from the Operations menu; then, no changes will be transferred to the quotation or customer order.