1
Review the order list
Open My Orders to review registered orders. You can sort columns, adjust the page size, hide or show columns, and apply filters according to the information you need to analyze.
PIC Customers•Sales Orders
My orders in PIC Customers
Learn how to create orders, manage existing orders, review details, and use filters, columns, and documents in the portal.
Prerequisites
Before working with orders, make sure you have a business partner, commercial entity, accounting entity, products, units, and addresses available.
1. Process introduction
The My Orders module lets customers create new orders and review their order history. For administrator users, it also works as a consolidated view of the orders generated by customers registered in the portal.
From this section you can review order number, creation date, customer, commercial entity, status, delivery dates, and details of the associated items or documents.
2. Business value
The order becomes the single reference for the customer, the sales team, and operations. By registering basic data, items, delivery address, and documents from the portal, dependence on emails or external files is reduced.
The management view lets you sort columns, change page size, show or hide information, and filter by order number, dates, incoterm, status, or currency.
3. How to operate it in the portal
Use this flow to create an order as a customer or to manage existing orders as an administrator.
2
Create an order and complete the basic data
Use the Create option. Select business partner, commercial entity, accounting entity, Customer PO reference, and requested delivery date. The date must be later than the creation date.
3
Add items
Search for the product, enter the quantity, and select the unit. If the order includes more items, add more line items and repeat the entry for each product.
4
Select the delivery address
Choose a registered address, check the country and delivery data, or select Pick up at plant if the order will be collected directly.
5
Attach documents
Upload PDF files related to the order, such as a purchase order or other required documents. Select the document type before attaching it.
Attribute guide and role within the process
| Field | Meaning | Source or reference | Required | Depends on | Process impact |
|---|---|---|---|---|---|
| Business partner | Entity the transaction is carried out with. | Selected when creating the order. | Yes | Must exist and be available to the user. | Defines who the order belongs to and conditions addresses and commercial data. |
| Commercial entity | Organization responsible for managing the order. | Selected in the basic data. | Yes | Must be compatible with the partner and the commercial context. | Allows the transaction to be assigned correctly. |
| Accounting entity | Company where the transaction is recorded for accounting purposes. | Selected in the basic data. | Yes | Must correspond to the flow defined for the customer. | Gives the order its accounting framework. |
| Customer PO | Internal reference or purchase order assigned by the customer. | Entered by the user. | Optional | Depends on the customer's internal control. | Makes later tracking and reconciliation easier. |
| Requested delivery date | Date on which the goods need to be received. | Selected by the user during creation. | Yes | Must be later than the creation date. | Helps plan fulfillment and tracking. |
Relevant validations and considerations
Review data before continuing
Each step depends on the previous one. If the basic data, items, or address are wrong, the order may be registered incorrectly.
Use filters for tracking
In order management, filter by order number, status, dates, incoterm, or currency to quickly find what you need.
Attach clear documents
PDFs must correspond to the order and be classified with the correct document type.
What should be achieved at the end
Complete, traceable order
The order is registered with basic data, items, delivery, and related documents.
Better tracking control
Users can manage the view, search for orders, and review details without relying on external inquiries.
Related videos
Create orders
Watch video resourceCreated order management
Watch video resourceMy orders
Watch video resourceOrder template usage
Watch video resourceYou may also be interested in
Commercial expansion
PIC Suppliers to close the loop
Bring suppliers into the same operating model and reduce friction on both sides of the business.
Integrated visibility
FIS to measure financial impact
Understand how commercial operations affect finance, control, and planning.
Instant support
IA Core for contextual assistance
Accelerate functional questions with guided help around documents, flows, and daily decisions.
Previous
Prices in PIC