ORDER / header

Title 
Widget 
Widget description   
 
 
Create order 
 
  
 
Click: Opens the new order header 
  
Available
        a. Customer details
    
General
Header
 
Displays the number of items and the total quantity (items | total quantity) 
The exclamation mark is shown in red if there is a special feature with the order, e.g. Delivery block. 
 
Contains additional order-related information 
Click: Opens the information   
Form
Order
 
 
 
Field 
Permission 
Reference   
 
 
Type of order 
ORDER / header / Types of orders 
Code table: DeDeSales Auftragsart  
 
Order type 
ORDER / header / Order type 
Code table: Order type  
 
Alternative invoice recipient 
ORDER / header / Alternative invoice recipient 
  
 
Date of delivery 
ORDER / header / Date of delivery 
  
 
Fixed value date 
ORDER / header / Fixed value date 
  
 
Order confirmation 
ORDER / header / Order confirmation 
  
 
Incoterms 
ORDER / header / Incoterms 
Code table: Incoterms  
 
Order date 
ORDER / header / Date of order can be freely changed by the employee 
  
 
Discount in % 
ORDER / header / Order discount 
  
 
Terms of payment 
ORDER / header / Terms of payment 
Code table: Terms of payment  
 
Method of payment 
ORDER / header / Method of payment 
Code table: Method of payment  
 
Freight costs 
ORDER / header / Show freight cost selection 
  
 
Campaign 
ORDER / header / Campaigns 
Campaigns   
Order texts
 
 
 
Field 
Permission 
Reference   
 
 
External order text 
ORDER / header / External order text 
  
 
Internal order text 
ORDER / header / Internal order text 
  
 
Delivery note 
ORDER / header / Delivery note 
  
 
Picking text 
ORDER / header / Picking text 
   
Delivery
 
 
 
Field 
Permission 
Reference   
 
 
Delivery note without price 
ORDER / header / Delivery note without price 
  
 
Delivery with next order 
ORDER / header / Delivery with next order 
  
 
Maintain backlogs 
ORDER / header / Maintain backlogs 
  
 
Terms of delivery 
ORDER / header / Terms of delivery 
  
 
Delivery address 
ORDER / header / Delivery address; select from database & entry of a new address 
  
 
Delivery point 
ORDER / header / Enter delivery point 
  
 
Type of delivery 
ORDER / header / Type of delivery 
   
Customer order information
 
 
 
Field 
Permission 
Reference   
 
 
Customer order number 
ORDER / header / Customer order number 
  
 
Contact 
ORDER / header / Select contact 
Contacts  
 
List of contents 
ORDER / header / List of contents 
   
Summary
 
 
 
Field 
Permission 
Reference   
 
 
Name 
ORDER / header / Signature 
  
 
Signature 
ORDER / header / Signature 
   
Validation
A validation and recalculation of the order items takes place as soon as one of the following fields in the header is changed:
 
Type of order 
Date of delivery 
Order date 
Discount in % 
 
 
 
Time 
Type 
Validation 
Display   
 
 
Creation 
Blocked 
Create order not possible! The customer has an order block. <code Auftragssperre> 
Popup  
 
Completion 
Warning 
 
 
Minimum order value not reached. 
Credit limit exceeded. 
Fixed value date before date of delivery. 
Minimum order value not reached.   
Message  
 
Completion 
Blocked 
 
 
Date of delivery not possible. 
No type of order specified. 
Order date is in the future. 
Delivery address incorrect. 
Delivery address no longer exists. 
Postal code incorrect. 
Minimum order value not reached. 
No customer order number specified. 
No delivery point specified. 
No date of delivery specified. 
Date of delivery is before order date. 
Distributor not found. 
Distributor customer number not present. 
Products not in closed listing at distributor. 
No order completion for prospects.
   
Message  
 
Completion 
Blocked 
 
 
Please enter a batch for the following products   
Popup  
 
Completion with order split 
Query 
You have items from multiple clients in this order. To proceed to the next step, the orders must first be split. Would you like to perform the order split now? 
Popup   
Action buttons
 
 
 
Name 
Function 
Visibility   
 
 
Save 
Saves the order. The order can be further edited later but cannot yet be sent. 
Directly when creating the order or when clicking the pencil in the order mask.  
 
Complete 
Saves the order and sets the status to Completed. The order can be selected and sent in Data Transfer. 
When clicking "Complete" in the order mask.  
 
Send 
The order is completed and the dispatch of this order is executed immediately. 
When clicking "Complete" in the order mask.  
 
Transfer to another device 
Transfers the order to another device of the employee. 
If the order has been saved in the order mask and the employee has multiple devices assigned.   
 
Release 
From version 15 
 
Validation and recalculation of order items when certain fields are changed.