Sales Order Entry by Phone Number

See Also Programs

When entering sales orders, you can select the desired customer for the sales order according to the telephone numbers entered for the customer and customer contacts.

The following set up must be completed:

SPWM System Contact Maintenance:

Enter and maintain the contact information for customers. This information can also be maintained in program CMCM, Customer Credit Maintenance, and program CMMM, Customer Master Maintenance.

Sales Order Entry Programs:

OQEM, Sales Order Quotation Entry/Maintenance:
OEOE, Sales Order Entry Maintenance

ARIE, One Step Invoice Entry:

When you enter these programs, instead of entering the customer in the Cust No field, enter your initials and press the [Telephone] image\ebx_-1383487669.gif button next to the [Address] or [Addresses] button. The telephone screen will pop up to allow you to enter the desired telephone number. You can exit this screen without entering a telephone by clicking on the main sales order screen.

You can use also the list of values to select the desired telephone number. When the desired telephone number has been entered, press the tab key or the enter key on your keyboard. The program will search through the customer records and retrieve the customer to which the telephone number belongs.

You can enter a partial phone number with the % wildcard and press F9 to display a list of values of phone numbers based on the partial number entered.