Customerorder document form
The Customerorder document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains General info, Nomenclatures, Delivery, Payment, Additionally, Files tabs. Complete the document header before moving between them.
Related tables use Nomenclature, Unit, Quantity, Amount Without Discount, Discount Percent, VAT, VAT amount, Amount, Warehouse / Department, Variation, Coeff., Discount Amount, Payment Option, Payment Method, Organization Bank Account, Payment Date, Payment Percent, Payment Amount columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Warehouse | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Customer | Yes | Select an available value; the available choices depend on the context already entered. |
| Contract | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Currency | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Exchange rate | When required by the form | Verify the rate for the selected currency and document date. |
| Pricelist | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Price Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Payment By Default | When required by the form | Enable Payment By Default when the option applies to this document. |
| Price Includes Vat | When required by the form | Enable Price Includes Vat when the option applies to this document. |
| Customer Note | When required by the form | Enter the explanation or reason relevant to the document. |
| Manager Note | When required by the form | Enter the explanation or reason relevant to the document. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Nomenclature | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Variation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Unit | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Vat Name | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Representative Of The Organisation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Representative Of The Customer | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Delivery Method | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Warehouse Address | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Transport Service | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Transport Service Delivery Zone | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Additional Information About Delivery For Transport Service | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Client Delivery Address | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Client Delivery Point | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Client Delivery Point Address | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Carrier | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Carrier Transit Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Carrier Delivery Zone | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Carrier Transit Department Address | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Additional Information About Delivery For Carrier | When required by the form | Enter the value from the source document or the approved transaction terms. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After a contract is selected, its currency, transaction type, and accounting terms available to this document are filled in.
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Document date, Organization, Customer can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting confirms the order for fulfilment tracking and creation of related documents.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
Configured print forms: Client Order. Select the required form after saving the document.