Iom

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ZOR

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Delivery Order

Most common case of order entry. Customer Orders goods at pre-agreed prices which will be delivered within the contracted lead time.

ATP check
Credit checks runs at total order value
Billing block is removed at settlement
Promotions can be applied

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ZEX

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Express Order

Allowed for customers which have Express Order indicator checked in customer master record. Otherwise, yellow message is displayed.
- CCA selects specific document type ZEX – Express Order when the required delivery date = current date
- ATP check is executed only for current available physical stock
- ZEX Order is released immediately for dispatching. Delivery is created automatically if ATP and credit check are successful. Customer Lead time is disregarded for calculation of requested delivery date.
- If Credit Check is not successful, ZEX order cannot be saved.
- Special credit check rules apply for ZEX order:

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ZPU

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Pickup Order

Used when customer will receive ordered goods ex-our warehouse and will transport them by own vehicle. Settlement is not executed. Billing is performed based on the delivery after GI posting.
Customer agreed Lead time is applied at Requested Delivery date calculation. Backwards scheduling is applied.

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Pickup Order (ZPU)

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Customer shipping conditions in master record are set to ‘Pick-up’. If not the system prompts with warning message.
Order is subject to credit check. In terms of credit control Pick-up sales are considered as Standard order.
Pick-up orders are subject of dispatching. Different shipment type is determined. Not subject of settlement.
If pickup discount is pre-defined as condition record, it will be applied for the pickup order.

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ZEMD

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Employees Drinkage

Used for capturing products for employees drinkage. Can be on-site and off-site.

Customer is employee BP number or dummy code for all employees (country specific).
Special pricing procedure with 100% discount for drinkage. Special pricing condition is added: Drift Employee Drinkage
Off-site drinkage: goods are transported to another location. In this case ZEMD order is released, outbound delivery and shipment documents (depending on the case) are created. Invoice is issued by employee.
Order Reason is required field – used for separation of tax deductible cases and for reporting.

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ZEMS

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Employees Sales Order

Products are sold to employees.

Customer is the employee BP number or again dummy customer can be used.
Order entry is executed as for trade customers

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ZOFS

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Subsequent Delivery

Always refers to a promotion ID.

If during the official promotion period, free cases have not been accorded to customer and at a later stage we want to provide the free cases – we use ZOFS order type
Could be created as a follow-up step of customer claim.
Pricing date can be changed: usually set to fall within the promotional period for free cases.

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ZORW

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Indirect sales

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Indirect Order Specifics

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Indirect Orders are not replicated to ERP, but go directly to SDO.
In Outlet MD, special Partner Function ZW – Wholesaler is assigned.
At Order Entry, the customer number mentioned in the partner function field will be copied as Wholesaler. It can be changed manually
There is no Pricing and ATP check at order entry.
If no errors, the order is transferred from CRM to SDO.
Special order type ZORW: Indirect Order
Materials can be ordered in CS and PC. In SDO the quantity is presented in units and sub-units. Conversion is done based on material master data.

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New Sales Order Type

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Sales order ZORB – CCH Bulk
This sales order should be used for full truck load.
It will be available in CIC0 and on the HHT of the BDs
Requested and applicable for Greece
By default the sales order is with delivery block: Z7 - change delivery plant
If the Business Developer creates such sales orders, Call Center Back-office should review those sales orders and remove the delivery block and change the delivering plant if needed.
This is the second sales order type for which the change of the delivering plant from CRM (once the sales order is replicated to ERP) is allowed.

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Automatic vs. Manual Promotion: cases

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ZRE

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Authorized Returns

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Credit Memo (1)

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Credit Memo (2)

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Current MD process

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Automated MD creation – new process

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