Customers

Customers

Accounts receivable > Customers > All customers > select a customer

There are several Order options that can be accessed from the individual customer record.

Global Order Promising FastTab

You can configure reservations, backorder management, and sourcing per customer.

FIELD

DESCRIPTION

FIELD

DESCRIPTION

Full order line reservation

Turn on this toggle to require a full order line reservation or reservation unit.

This restricts reservations at the customer level to a specific unit.

Example: During a reservation run, the system will respect this flag on the customer.

If it cannot reserve a full line or unit, it will not reserve any.

Reservation unit

Enter the unit of measure that this customer can reserve in.

Use backorder management

Enable this toggle in order to use the backorder management feature.

Allow sourcing line split

Turn on this toggle to enable line splitting.

Based off sourcing calculation, the system ships lines to multiple warehouses. Any remaining amount goes to the default warehouse at the end of the run.

Note: The system still respects the Ship Complete flag before splitting lines.