Business value

The Order Entry Optimization module contains several features to optimize the order creation and maintenance process.

Features

The Order Entry Optimization module contains the following features:

• Address validation check
• Alternative invoice address
• Assortment filtering
• Default worker for sales order and quotations
• Create customer contact from sales order header
• Create customer from sales order header
• Create back order from sales order line
• Create transfer order from sales order line
• Credit Management
• Mandatory fields
• Include inventory status within ATP calculations
• Inherit default settings from warehouse
• Scan functionality on sales orders
• Order completion
• Order entry optimizations parameters 
  • Prompt for Sales Taker
  • Create sales quotation from sales order headerCreate sales quotation from sales order header
• Optimizations to the customer service form 
• RMA Copy from customer sales order line functionality
• Show all sales order lines / all quotation lines

Setup

Activate the ALF license

This will enable the Order Entry Optimization functionalities.

Parameter and settings for each individual feature is described in the topic of the feature it self.