After scanning the document Step 2 of the Scan Customer Order assistant is
opened. In this step you can verify the scanned and interpretated data and edit
it if data is not complete or accurate.Header data can be edited directly.
Customer: The short name or identification number of the customer. Shows
Customer Id and Name that is interpreted from scan – with a certain
permitted deviation. May be NULL if scanned value is out of permitted
deviation from existing customers in IFS. You can enter this value manually
or select the customer from the List of Values.
Customers who are expired
or excluded from Scan Customer Order are neither automatically identified nor
are they available in the List of Values.
Scanned Customer Name: This
field shows the Customer Name as it was returned from the scan engine.
This is a good indication whether the right customer was finally selected for
the order.
As the recognized values can consist of several possible name
objects, and in consideration that the Microsoft Invoice Model is used for scanning
Customer Orders, the following ranking is implemented to achieve the best results:
1) Shipping Address Recipient
2) Vendor Address Recipient
3) Vendor Name
4) Customer Address Recipient
5) Customer Name
If the customer was recognized
by 100% match of the Association No, then the Scanned Customer Name is empty.
Scanned Association No: This field contains the Association No of the customer
as it was returned from the scan engine. It is only displayed
if an IFS customer could be identified by 100% match. If the customer was identified
by customer name then this field is empty. Not editable.
Customer PO
No: Displays the Purchase Order Number that returned from the scan engine.
Can be edited manually.
Wanted Delivery Date/Time: The date on which
the customer wants the order to be delivered (Order header level). It can be
a non-working day. Displays the scanned orders demand date that returned
from the scan engine. Can be edited manually. The default value for
time is retrieved from Customer/Address/Sales Address Information.
Order Type: The Order Type controls the order flow for both manually-entered
and generated customer orders by defining which steps will be automatically
performed and which steps will be manually performed. Order Type can be entered
per site-customer combination, per site or per customer. A default Order Type
defined per site-customer combination has the highest priority, default Order
Type on site has the next priority and default Order Type on customer has the
least priority. The default Order Type will be retrieved to Scan Customer
Order but it can be changed manually if required.
Currency:
The short code for the currency in which the customer is being charged. The
currency is defined per customer when entering basic data for the customer.
In this way the currency is fetched automatically to the Scan Customer
Order header but it can be changed manually if required.
Document was scanned successfully.
Setting up the header data correctly is essential to be able to identify the sales parts in next step.