ANY Process Demo: Customer Info

Overall Process Flow

Steps

Make sure you have already set up the prerequisites for this process.

1. Select the Customer Information menu button
2. The following screen appears, either enter customer no. 10000 and confirm with F4=OK to proceed to step 5, or use F6=Search for the next step
3. Enter *CAN* in the search filter and start the search by pressing F4=OK
4. A list of customers appears filtered with the entered filter, select customer 10000 and continue with F4=OK
5. The customer data is displayed. This data is fetched directly from BC and contains normal datafields but also calculated FlowFields. For example Balance (LCY) or No. of Orders
6. Press F7=Open Orders thos show a list of sales orders that haven't been completely shipped yet to the customer. Press F1=Back to return to the customer overview. Press F8=🖨️Print to print the sales order confirmation report for the selected sales order using the DAW_Print function.
7. Press F8=Shipments and the screen will show the posted shipment lines for the customer. Leaf through them and go back to the overview with F1=Back
8. Press F9=Internal Remarks to display the entered comments for customer. Press F1=Back to return to the customer overview. Press F4=Another Customer to view another customer, or end the process