Orders
An order represents a confirmed commercial commitment from a customer. Unlike quotes, orders do not have a versioning layer — once an order is placed, changes are tracked through status updates and quantity adjustments on the order lines rather than through new versions.
Orders also differ from quotes in their party model: orders reference customers (from the FAR module) rather than parties (from PRM). This reflects the business rule that only formally registered customers can place orders.
Order headers
The order header captures order-level commercial and logistics information.
Identification
Each order has a human-readable order code. If a code is not supplied when the order is created, Raytio can generate one automatically. The header also records the order type, order date, and order status.
Customer references
Orders reference customers from the FAR (Finance – Accounts Receivable) module:
- Sold-to — the purchasing customer, their site, and contact point
- Ship-to — the delivery customer, site, and contact point
Contact points still reference the PRM module, since contact information is managed at the party level regardless of whether the party has been converted to a customer.
Commercial terms and shipping
The order header carries the same commercial-terms and shipping-date fields as quote headers:
- Payment term, payment method, shipment terms, partial shipment flag
- Requested, earliest, and latest ship/arrival dates
- Packing and shipping instructions
- Priced date, recording when the order was last priced
Price list
Each order header references a specific price list version from the PCM module, establishing which prices apply to the order.
Status
Orders track their lifecycle through a status and indicators for whether the order is on hold, open, or cancelled.
Order lines
Order lines represent individual items within an order. Each line tracks quantities through the fulfilment lifecycle.
Line identification
Each line has a sequential line number within its order. If a line number is not supplied, Raytio can assign one automatically. Lines carry their own type and status, plus a reference to the ordered item.
Quantities and fulfilment
Order lines track multiple quantity measures through the fulfilment process:
| Field | Purpose |
|---|---|
| Ordered quantity | Original quantity ordered |
| Cancelled quantity | Quantity cancelled after order placement |
| Fulfilled quantity | Quantity that has been fulfilled (picked/packed) |
| Shipped quantity | Quantity that has been shipped |
The unit of measure is stored alongside these quantities.
Shipping dates
Each line has its own scheduled ship date and actual ship date, allowing line-level fulfilment tracking independent of the header.
Pricing
Each line carries a unit list price (standard price) and a unit selling price (actual price charged).
Line-level status
Each order line carries its own hold, open, and cancelled indicators, independent of the header-level indicators. This allows individual lines to be held or cancelled without affecting the entire order.
Access control
Order lines follow the visibility of the parent order. A user who can view an order can also view its lines.