On this tab, you can specify additional terms for this customer order. There are no required fields.

The "Customer Order (create)" form. The Additional Information tab
In the In. Doc.# and From fields, you can specify the number and date of the internal document related to the order.
In the Responsible field, specify the person who is responsible for the fulfillment of the order.
In the Department field, you can specify the department responsible for the sales.
For the Delivery Terms field, select the delivery terms that were agreed on with the customer. They will be used in the document print forms.
The Delivery Address field is auto-populated from the customer master record. You can change the delivery address, if necessary.
The Bank Account field is automatically populated with your entity's default bank account. You can change it, if necessary. This bank account will be used in the documents print forms.

3.2.2.1.5. Creating a Customer Order. The Reserved Inventory tab
This tab is available if the reservation of items had been done for the customer order.

The Customer Order (create) from. The Reserved Inventory tab
The tab contains a list of inventory items reserved in specific warehouses for this customer order.
Click the Show Reservation Details check box to show information on reservation documents.
You can cancel the inventory reservation for the customer order by creating an Inventory Reserve (Cancellation) document. For this, click Generate > Inventory Reserve (Cancel) on the toolbar. For details, refer to Canceling the Inventory Reservation.
Alternatively, you can cancel the reservation from the appropriate Inventory Reserve document, which you can open in the list: Warehouse > Warehouse Documents > Inventory Reserves.

3.2.2.1.6. Creating a Customer Order. Reserving the Inventory
Using this form, you can reserve the inventory items in a specific warehouse or warehouses for the customer order. The form appears once you click the Reserve Inventory button on the toolbar of the customer order.
When the Inventory Reservation form opens, it contains a list of items from the customer order.

The Inventory Reservation form
The form comprises the following panes:

• Upper left pane: Contains a list of inventory items to be reserved. If you click an item in the left pane, the item's available balance in the warehouses will be displayed in the upper right pane.
• Upper right pane: Shows the available quantities of the inventory item (that is selected in the left pane) in all the warehouses.
• Lower pane: Contains a list of items with the item quantities reserved in specific warehouses.

To populate the list in the lower pane, use either the Fill by Warehouses or Fill by All Warehouses buttons. If you want to reserve the inventory items in specific warehouses, click Fill by Warehouses button – you will need to specify the item quantity to be reserved in each selected warehouse. If you just need to reserve the available quantities in any warehouses, click the Fill by All Warehouses button to let the application reserve the inventory items.
After you created a list of items to be reserved in the company's warehouses, click the Create Inventory Reserve Document button to create an inventory reservation document. The list of reserved inventory items will become available on the Reserved Inventory tab of the customer order.

3.2.2.1.7. Creating a Customer Order. Canceling the Inventory Reservation
This form can be used for canceling the inventory reservation made earlier for the customer order.
If you are creating this document manually, first of all, select Cancel Reserve in the Transaction Type field—this enables the fields appropriate for this transaction type.

The Inventory Reservation (create) form
The fields on the form are populated from the Inventory Reservation document.
On the Inventory tab, select the items for which you cancel the reservation.
At the bottom of the form, you can view who created the document and the current status of the document, which can be one of the following:

• New (document was created, but not recorded)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

Click the Save button to save the document. Click Post to save and post the document without closing it or Post and close to save, post, and close the document. For other button descriptions, see Document Toolbar.