Orders with documents

The ‘Orders with documents’ menu item provides an overview of your orders and the associated documents. 

Filter

The corresponding customer code (KKZ) is already predefined for dealer partners. For Finstral employees, a customer code (KKZ) of the relevant sales area can be selected.

The ‘Ord.Conf. read’ field is set to ‘Yes’ as soon as the order confirmation has been downloaded once and thus acknowledged.

In the ‘Ident no.’ field, you can search for the order belonging to the ident no. (serial number).

Results overview

Once one or more filters have been set, the results can be viewed in the table below. 

Columns can be sorted by simply clicking on the column header and dragging it to the desired position within the table. 

Columns can be hidden by simply clicking on the column and dragging it upwards into the “Hide column” circle. 

The table can be sorted by clicking on the column and dragging it upwards into the “Sort column” circle. 

Table content:

• Ident. Nr.: serial number of the order (this can be found on the labels on the tape side of each element). 
• KKZ: customer reference no. 
• Name: company name of the partner. 
• Delivery address KKZ: customer reference no. for the delivery address. A separate customer reference no. can be assigned for each delivery address so that orders can be sorted/assigned more easily. 
• Order Nr: Finstral order number for the entire commission/entire construction project. 
• UNr: sub-orders are assigned to each order number depending on the production/planning specifications (production order). If the order does not have a SNo, it has not been technically processed and has not been released for production (customer order). 
• Year: order year (KKZ, ONo, SNo and Year form a unique key that identifies each order). 
• Commission: commission designation specified by the dealer partner when the order is placed. 
• Date of receipt: date on which the order was received by Finstral. 
• Type: description of the product group if the order contains finished parts (otherwise blank). 
• Piece: number of finished parts. 
• Desired customer DW: delivery week desired by the customer. 
• Planned DW: delivery week assigned by logistics for the production order 
• Expected DW: delivery week scheduled by logistics for the sales order (SNo = 0). 
• OC date: release date of the order confirmation (i.e. Finstral has processed the order and handed over the order confirmation including price to the dealer partner). 
• Order no. Composer: the order number is displayed here for orders that could be processed via Finstral Composer (and at least imported into FinERP). 
• OC PDF: document order confirmation for download. 
• DoP PDF: download Declaration of Performance document. 
• CE PDF: download CE Labelling document. 
• Planned delivery date: scheduled day of delivery (defined by the transport department before truck departs). 
• DC: the order has a dispatch confirmation with a postponed deadline. 
• Subsequent delivery week: scheduled week for subsequent delivery of the missing parts (see DC). 
• Invoice date: invoice date. 
• Invoice no: invoice number.