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 |
|---|---|
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. | |
Enter the unit of measure that this customer can reserve in. | |
Enable this toggle in order to use the backorder management feature. | |
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. |