Customer Supplies

Customer Supplies

Description Functionality Related topics Technical documentation

Description

If a customer places an order but already has parts in stock that could be used in this order, a customer provision document can be created from the parts request. To do this, select the part for which the customer provision is to be created in the parts requisition, open the context menu with the right mouse button and select the entry "Change main disposition-->Customer provision".
When the parts requisition is processed further, more precisely when the first purchase requisition (or straggler purchase requisition) is created, a customer provision document is created for the customer provision item, which automatically pulls the following data from the parts requisition item:

• Part
• Description of the part
• Quantity
• Deployment date
• Customer from order header (is entered in the provision header)

The created provision is treated as an order in the further business process. This means that a goods receipt must be created as a follow-on document containing the quantity received from the customer. The goods receipt must therefore also follow the usual route of provision from goods receipt. Consequently, the customer provision documents now also appear in the list of open orders.

If only a partial quantity of the parts requisition item is to be provided by the supplier, this can only be done in the case of material withdrawals and purchase requisition parts requisition items. The required quantity must be reduced manually! The same applies to the quantity on the stock withdrawal document! For production orders, an auxiliary disposition "customer provision" is not possible!

Functionality

• Input window
• Position window
• List window
• Selection window

Input window

Menu

Menu item	Description
Edit	-
Create new customer provision	Create new customer provision
Save customer provision	The changes in the opened customer provision are saved.
Delete customer provision	The opened customer provision is deleted without prompting.
Print customer provision	The print screen is opened for the open customer provision.
: Notes	The editing window for notes is opened for the open customer provision.
: Document history	Opens the document history for the displayed customer provision.
: item	-
: : show part	Opens the part master for the selected customer provision item
: : Show order item	Displays the order item for the selected customer provision item
: : Show stock level	Opens the stock display for the selected customer provision item.
: : Display stock movements	Displays the stock movements for the selected customer provision item.
: : Display MRP movements	Displays the material requirements forecast for the selected customer provision item.
: : Display logistics account	Opens the logistics account for the selected customer provision item
Copy to clipboard	Copy list with customer provision items to clipboard
Close	Close window
Search	Call up list window

Toolbar

Symbol	Description
	Create new customer provision
	Save customer provision
	Delete customer provision
	Print customer provision
	Create/edit notes
	Display document history
	Insert part
	Show order item
	Show stock level
	Display stock movements
	Display disposition movements
	Show logistics account
	Copy all items to the clipboard

Fields

Field	Description
Number	Identification number
Date	Date of entry
Employees	Selected employee
Recipient	-
: Company	Selected company
: Client	Selected customer
Address	Selected address
: Contact person	Selected employee
Positions	List of positions

Buttons

button	Description
Items
Insert	Insert position
Remove	Delete selected position
Action
Back	The window closes without saving any changes. If you want to save the changes, you must press the "Save" button.
Delete	The displayed customer provision is deleted.
New	The input window is cleared.
Save	Changes to the customer provision are saved. If no changes have been made, the button is locked.

Position window

Menu

Menu item	Description
Edit	-
: Create new customer provision item	Create new customer provision item
Save customer provision item	The changes in the opened customer provision item are saved.
Delete customer provision item	The opened customer provision item is deleted without prompting.
Print customer provision item	The print screen is opened for the opened customer provision item.
: Notes	The editing window for notes is opened for the opened customer provision item.
: document history	Opens the document history for the displayed customer provision item.
: item	-
: : show part	Opens the part master for the displayed customer provision item.
: : Display order item	Displays the order item for the displayed customer provision item
: : Display stock level	Opens the stock display for the displayed customer provision item.
: : Display stock movements	Displays the stock movements for the displayed customer provision item.
: : Display MRP movements	Displays the material requirements forecast for the displayed customer provision item.
: : Display logistics account	Opens the logistics account for the displayed customer provision item.
: Create delivery note	Opens the processing window for delivery notes
: Close	Close window

Toolbar

Symbol	Description
	Create new customer provision item
	Save customer provision item
	Delete customer provision item
	Print customer provision item
	Create/edit notes
	Display document history
	Insert part
	Show order item
	Show stock level
	Display stock movements
	Display disposition movements
	Show logistics account
	Create delivery note

Fields

Field	Description
Position data
: Number	Position number (assigned automatically)
Part	Part master data
: Quantity	Quantity
: agent	Selected agent
: Provision date	Provision date
: Provision type	Provision type
: Provision for	Output of the documents for which the customer provision is required (document predecessor).
: attributes	Attributes of the part
: text	optional description
Documents
: Structure tree	Using the structure tree on the left side, subfolders or subnodes( ) can be created. Associations (document references, parts, part roles, partner roles, etc.) can be moved within the structure via drag&drop and thus structured. In addition, it is possible to navigate via the structure tree to display the associations of the folder in the right-hand list. (At present only document references can be structured).
: List	The list of document references is located on the right-hand side. The local document references are marked with the little house symbol ( ) and the global ones with the document reference icon ( ) is displayed. In addition, global document references can also be inserted as a conditional table. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. In addition, the type and the file name are displayed. link: Description of the buttons for maintaining the assignments to the document references
Description of structure node	For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field.

Buttons

button	Description
Documents
Open	Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started.
Insert	When inserting, you can choose between local document references and global document references. Context menu Global document reference Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object. : Create A new global document reference is created and directly associated with the object. Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object. Local document reference File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database. : Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database. : Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database. : File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document. : Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email. : Email attachment - Outlook Import (storage in directory) When this function is called up, the file attachment of the email marked in Outlook is saved in a directory (server reference). The file name and the directory are defined by the user by means of a query, whereby the file name is preset on the basis of the attachment. Subsequently, a local document reference is automatically created, which refers to the saved file. If the marked email has several attachments, one of the attachments must be selected by a user query.
Edit	The document reference can be edited in its editing mask.
Remove	If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted.
Action
Back	The window closes without saving any changes. If you want to save the changes, you must press the "Save" button.
Delete	The displayed customer provision item is deleted.
New	The input window is cleared.
Save	Changes to the customer provision item are saved. If no changes have been made, the button is locked.

List window

Serves for the listing of customer supplies.

Menu

Menu item	Description
Edit	-
: Search	-
: : Perform multiple search	Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
: : Reset list	Reset customer provision list
Create new customer provision	Create new customer provision
Edit customer provision	The selected customer provision is opened in the input window.
Delete customer provision	One or more selected customer provisions are deleted without prompting.
Print customer provision	Opens the print screen for the selected customer provision.
: Notes	The editing window for notes is opened for the selected customer provision.
: Document history	Opens the document history for the selected customer provision.
Copy to clipboard	Copy list with customer provision to clipboard
: Close	Close window

Toolbar

Symbol	Description
	Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
	Reset customer provision list
	Create new customer provision
	Edit customer provision
	Delete customer provision
	Print customer provision
	Create/edit notes
	Display document history
	Copy all transactions to the clipboard

Search fields

Field	Description
Number	Search by number
Date	Search by entry date
Editor	Search for editor

Buttons

button	Description
Filter
Search	Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
List
Advanced search	Call up advanced search
Action
Back	The window is closed.
Delete	The selected customer provision is deleted.
New	An empty input window opens.
Edit	The current customer provision is displayed in the input window.

Selection window

Menu

Menu item	Description
Edit	-
: Search	-
: : Perform multiple search	Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
: : Reset list	Reset customer provision list
: Close	Close window

Toolbar

Icon	Description
	Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
	Reset customer provision list

Search fields

Field	Description
Number	Search by number
Date	Search by entry date
Editor	Search for editor

Buttons

button	Description
Filter
Search	Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time.
List
Advanced search	Call up advanced search
Action
Back	The selection is cancelled.
Select	The selected customer provision is accepted.

Related topics

• Index
• Goods receipt

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Technical Documentation

• Implementation
• Quality assurance
• Customer provision provider module
  • Customer provision of editing app
  • Customer provision list app
  • Customer provision selection app

Customer provision provider module

Module name

cxInProvision.mod

Classes

CX_IN_COMMISSION

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
IN_PROVISION_CHANGED	Customer provision object	Customer provision has been changed
IN_PROVISION_CREATED	Customer provision object	Customer provision was created
IN_PROVISION_DELETED	Customer provision object	Customer provision has been deleted

Sent messages

Message	Parameters	Function	Receive module
EDIT_IN_PROVISION	Customer provision object or NULL	Call up input window for customer provision	Customer provision editing app

Customer provision editing app

Module name

inProvisionEdit.app

Classes

CX_IN_PROVISION

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameter	Function	Security
IN_PROVISION_CHANGED	Customer provision object	Customer provision has been changed
IN_PROVISION_CREATED	Customer provision object	Customer provision was created
IN_PROVISION_DELETED	Customer provision object	Customer provision was deleted
EDIT_IN_PROVISION	Customer provision object or NULL	Call up input window for customer provision
CREATE_IN_PROVISION	Collection or object order item(s)	A customer provision document is created from each of the transferred order items, in which the part, the description from the order item, the full quantity and the customer entered on the order header are entered.

Sent messages

Message	Parameters	Function	Receiver module
IN_COMMISSION_CHANGED	Customer provision object	Customer provision has been changed
IN_PROVISION_CREATED	Customer provision object	Customer provision was created
IN_PROVISION_DELETED	Customer provision object	Customer provision was deleted
EDIT_IN_PROVISION	Customer provision object or NULL	Call up input window for customer provision	Customer provision editing app
LIST_IN_PROVISION		Call up list window for customer provision	Customer provision list app

Customer provision list app

Module name

inProvisionList.app

Classes

CX_IN_COMMISSION

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
IN_PROVISION_CHANGED	Customer provision object	Customer provision has been changed
IN_PROVISION_CREATED	Customer provision object	Customer provision was created
IN_PROVISION_DELETED	Customer provision object	Customer provision was deleted
LIST_IN_PROVISION	Collection customer provision objects or NULL	Call up list window for customer provision

Sent messages

Message	Parameters	Function	Receive module
EDIT_IN_PROVISION	Customer provision object or NULL	Call up input window for customer provision	Customer provision editing app

Customer provision selection app

Module name

inProvisionSelect.app

Classes

CX_IN_COMMISSION

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
IN_PROVISION_CHANGED	Customer provision object	Customer provision has been changed
IN_PROVISION_CREATED	Customer provision object	Customer provision was created
IN_PROVISION_DELETED	Customer provision object	Customer provision was deleted
SELECT_IN_PROVISION	Collection of customer provision objects or NULL, recipient of response	Call up selection window for customer provision

Sent messages

Message	Parameters	Function	Receiver module
EDIT_IN_PROVISION	Customer provision object or NULL	Call up input window for customer provision	Customer provision editing app
IN_PROVISION_SELECTED	Customer provision object	Customer provision was selected