Enter the MO number. Use a unique prefix to distinguish MOs from standard sales orders. If you leave this field blank, the system supplies a number based on the Material Order Prefix and Next Material Order fields in Material Order Control (11.11.24). You can select an existing MO from a drill-down list.

Entering a call in this field establishes the MO type. When you enter a call ID, the system fills in the Engineer and Ship-To fields based on the call. You cannot enter a call with a status of closed, canceled, or hold. If you enter a call with a status of complete, the system displays a warning.

If you specify a call, the engineer assigned to the call displays, but you can change this value. If the call has no assigned engineer or you have not specified a call, you must select a valid engineer to receive this order.

The engineer for the MO normally determines the site and location to which items are transferred during MO shipments. If the engineer has a site and location in Engineer Maintenance, the system uses these as defaults. Otherwise, the site and location associated with the engineer’s area are used. Maintaining consistent defaults is important in streamlining the consumption and return of items ordered on MOs for a call in Call Activity Recording and MO Direct/Pending Returns.

For MOs without a call, the Ship-To is the engineer’s address and you cannot change the value. If you entered a call, the value for Ship-To depends on the Ship To value in Material Order Control (11.11.24), either end user or engineer. You can also enter a drop-ship address, for special orders. Tailor the default ship-to for your business practices by using the Ship To setting in Material Order Control.