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.

You can configure your pallet sizes per customer.

Important

See Global Order Promising Parameters to configure your pallets at the system level.

FIELD	DESCRIPTION

FIELD	DESCRIPTION
Allow mixed SKU cartons	Turn on this toggle to allow mixed SKU cartons.
Allow mixed SKU pallets	Turn on this toggle to allow mixed SKU pallets.
Max pallet height allowed	Indicator that max pallet height is allowed.
Standard pallet height/length/width	The height/length/width of a standard pallet.