--- title: "Customer Order Maintenance" canonical: "https://kb.myframeworks.com.au/space/FRAM/28408912/Customer%20Order%20Maintenance" format: markdown --- # Overview From the **Customer Order Maintenance** screen, you can view and edit the details of a customer order.  # Accessing Customer Order Maintenance To access **Customer Order Maintenance**, complete the following: 1. Click the **Frameworks Menu** and navigate to **Sales** > **Transaction Processing** > **Customer Orders** from the navigation tree. 2. Fill in the necessary search fields, or leave blank to return a full list of customer orders, and click **Find**. 3. Click the **Order** hyperlink of your desired customer order to open the **Customer Order Maintenance** screen and maintain your order. # Navigating Customer Order Maintenance The **Customer Order Maintenance** screen is made up of 3 main sections: 1. The Order Details Header 2. Order Lines Entry 3. Action Buttons ![image](media://ef3c266c-244b-47d0-a434-87a79b188795) ## 1. The Order Details Header ![image](media://5cac78bf-d089-478d-a5e6-d540df954857) The order details header contains the customer order details including: - The customer order and order reference number and the subsequent sales order number once the customer order is completed. - The customer number. - The customer order, sales order and agreed price. - The supplying branch. - The required date.
More about the Header Details, click here... | **Field** | **Description** | | --- | --- | | **Central Order Number** | An automatically generated number is assigned to the order upon creation. | | **Sales Order Number** | If the customer order is connected to a sales order, its number is displayed here. | | **Customer Number** | The customer's number. The customer's name is displayed alongside this field. | | **Order Reference** | The order reference number. This number must be unique.
> ⚠️ If the order number already exists, a warning is displayed. Click the > Macro (inline-media-image) > ⚠️ > ⚠️  button to view the matching orders. | | **Cust Order GST Ex/Inc** | The total of the customers order excluding and including GST. | | **Our Order GST Ex/Inc** | The total of your order excluding and including GST. | | **Transaction Description** | The transaction description. This text comment will stay with the order as it progresses to a sales order.
> ℹ️ It will be located under the **Header** tab within the [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) screen | | **Supply Branch** | The supplying branch. Select a branch from the dropdown menu. | | **Required Date** | The date the order is to be delivered by. | | **Agreed $ (GST Ex/Inc)** | The agreed pricing as negotiated with the supplying branch. | | ![image](media://a2d58819-15d7-47a3-abcd-8aba225be759) | Open the **Customer Order Print** window and print a copy of the customer order or email it to the nominated email address. | | ![image](media://77f17623-3202-4a0d-a3ad-5706bfe7f062) | This button allows you to attach a file to the order. Typically the original Sales Order or the Customers Purchase Order. Once attached to the Customers Order, and the Order has been marked as **Complete**, it will be available within the **Sale Order** and then the **Invoice** as the transaction progresses.
> ✅ Refer to the [Header ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384642) User Manual for more information on accessing an orders attachment. | | **Section** | The category the order belongs to. Enter a section code or use the > Macro (inline-media-image)  icon. | | > Macro (inline-media-image)  or > Macro (inline-media-image) | Click the **upload** icon to open the **Attachments **window and attach files and documents related to the Customer Order.
- Click the **paperclip** icon, if there are files or documents already attached to the Customer Order.
> ✅ Refer to [Attachments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529422) for more information. | | **Status** | The order status. | | **Assignee** | The user the order is currently assigned to. All notifications regarding the order will be directed to this user. | | > Macro (inline-media-image) /> Macro (inline-media-image) | Allows you to change the assignee of the order and/or add notes to the order. | | | Open the **Customer Order Reprice** window and apply a discount, contract or discount group to the order.
> ✅ Refer to [Repricing a Customer Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509146) for further information. | | | Open the **COP - Mass Edit** window and assign products specific area within a job selection. | | | Completes the order and creates the required sales order.
> ⚠️ For the customer order to be completed, all mandatory fields must be completed correctly. | | | Cancels the order. |
--- ## 2. Order Lines Entry The Order Lines Entry section has 4 tabs. Expand the sections below to learn more: ### 1. Order Lines Tab The **Order Lines **tab contains a list of the products added to the order. From here you can: - Click the **Cust Product** hyperlink to open the **Customer Order Line Maintenance** window and edit each order line. - Click  to open the **Customer Order Line Maintenance** window and add a new order line. - To remove an order line, select the desired product and click . ![image](media://fac4fbea-6015-4f16-b70d-ed19ba27a989)
More about the Order Lines tab, click here... | **Header** | **Description** | | --- | --- | | **Cust Product (Customer Order)** | The customer product's ID. | | **Description** | The name of the customer product. | | **Price** | The price of the customer product. | | **Product (Our Order)** | The corresponding product ID for the sales order item. | | **Description** | The product description. | | **Usage** | The product's assigned usage. | | **Line Sell Ex **and** Inc** | The product's line sell price excluding and including GST. | | **Comment** | Any comments added to the product line are displayed here. | | **Amount (Variation)** | The variation amount between the inputted customer product and the matching Frameworks product. | | **%** | The variation percentage between the inputted customer product and the matching Frameworks product | | **GP %** | The gross profit percentage. | | **Price Method** | The pricing method. | | **Msg** | An automatically generated message that alerts the user of any issues regarding the product's pricing, quantity and other details.
> ❌ Order lines with an **Invalid Tally Quantity **( a negative tally quantity) will stop the Customer Order from being completed. You will need to access the **Tally Maintenance** window to edit this via the **Customer Order line Maintenance **window |
More about the Customer Order Line Maintenance window, click here... ![image](media://cbf09643-195a-4995-a28b-ba12554d63cd) To use the **Customer Order Line Maintenance **window, complete the following: - In the fields on top, input the details contained within the file sent to you by your customer. - Click  to find the matching product in the Frameworks system. - Click to add a special product to the order. - If no products in the Frameworks system are matched to the customer product, enter a product's details into the **Order Lines** fields. - Click  to match the order product's price to the customer product's price. - Click the or icon to edit the matching product line or use the icon to remove the product line. - Click  to finalise the match and add the product to the order. > ⚠️ Previously matched and newly matched products are stored in [Customer Product Translations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400446). > ✅ - Refer to [Creating a Customer Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30522480) for more information. > ✅ - Refer to [Special Product Creation](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520386) for more information on special products.
2. Order Line Pricing Tab The **Order Line Pricing** tab shows the product pricing in more detail. ![image](media://a0ff4d0a-593a-4b4e-bc15-981da6138c09)
More about the Order Line Pricing tab, click here... | **Header** | **Description** | | --- | --- | | **Cust Product** | The customer product ID. | | **Description** | The customer product description. | | **Price** | The customer product's price. | | **Product ** | The matching Frameworks system product. | | **Description** | The product's description. | | **Unit Sell Inc** | The matching product's selling price including GST per unit. | | **Disc %** | Added discount percentage. | | **Line Sell Ex/Inc** | The total line sell price including and excluding GST. | | **GP %** | The gross profit percentage. | | **Price Method** | The pricing method. | | **Source** | How the product was added to the order. | | **Lead Time** | The lead time for the product. The lead time is the amount of time between the creation of the order to its receival. |
### 3. Despatch Data Tab The **Despatch Data **tab contains the delivery information. ![image](media://9e8bd0e9-2a85-4442-bd30-5166498c558e)
More about the Despatch Data tab, click here... | **Field** | **Description** | | --- | --- | | **Desp. Method** | Select the appropriate despatch method from the dropdown menu. Despatch methods are unique to a customer's business. | | **Delivery Date** | The required delivery date. Enter the date or use the > Macro (inline-media-image)  icon. | | **Requested Time** | Type the time the customer is requesting the delivery to be made. Select an option from the dropdown > Macro (inline-media-image)  menu. | | **Delivery Time** | The time the product(s) will be delivered. | | **Fixed Time** | Enable if this time is fixed. | | **Deliver To ** | The address the product(s) will be delivered to. | | **Instructions** | Type any instructions regarding the delivery. | | **Contact Name** | Type the contact name or use the > Macro (inline-media-image)  icon. | | **Contact Phone** | The contact phone for the delivery. | | **Type of Load** | Select the appropriate type of load from the dropdown > Macro (inline-media-image)  menu. | | **Has Phoned** | Ticked if the customer has phoned about the impending delivery. | | **Delivery Area, Map Ref & Map Xref** | - If a non-pickup** Desp. Method **has been selected, automatically populates if a Map Ref has been defined for the Delivery Area, otherwise select the appropriate Delivery Area.
- If a pickup** Desp. Method **has been selected, select the appropriate Delivery Area.
> Macro (include) | | **Delivery Fee** | Automatically populated based on **Delivery Area**. Adjust as necessary. | | **Comments** | Any special comments regarding the delivery. |
### 4. Diary Notes Tab Contains a list of diary notes added to the customer order including the date they were added and the user who added them. - Click > Macro (inline-media-image)  to create a new diary note. ![image](media://e475f075-8499-4064-84e6-0f759ca3382d) --- ## 3. Action Buttons ### New Button - Click > Macro (inline-media-image)  to create a new customer order. > ⚠️ Be sure to save any changes made to the currently opened customer order. Any changes will be discarded upon the creation of a new order. ### Save Button - Click > Macro (inline-media-image)  to finalise any changes made to the customer order. ### Delete Button - Click > Macro (inline-media-image)  to delete the currently opened customer order. ### Close Button - Click > Macro (inline-media-image)  to close the **Customer Order Maintenance** screen. > ⚠️ Be sure to save any changes before closing. --- # Additional Information > ✅ Refer to [Maintaining a Customer Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523548) for more information.
Related System Settings - Flags | **Flag** | **Flag Purpose** | | --- | --- | | **FWManCusOr** | Mandatory customer purchase order numbers in use | | **SOPDupCOrd** | Check for duplicate customer order numbers in SOP |