7/7 PO Review & Order-Entry Essentials – Vocabulary

Key terms a CSR must know to perform accurate PO review and SAP order entry, mapped to the lecture’s workflow.

Sold-To

The customer account that holds the credit line and is legally purchasing the goods; drives billing details in SAP.

Ship-To

The physical delivery address for the order; may differ from the Sold-To and must be confirmed when absent.

Purchase Order (PO)

Customer document that initiates the sale; contains PO number, date, line items, pricing and shipping instructions.

PO Number

Unique identifier assigned by the customer to track and reference the order throughout the supply chain.

PO Date

The date the customer began creating the PO—not the date Honeywell received it—used when entering the order.

Requested Delivery Date (RDD)

Date the customer wants each line delivered; populates SAP ‘First Date’ field and drives shipping priority.

Incoterms

International commercial terms defining which party pays freight and when risk transfers (e.g., EXW, FCA).

EXW (Ex-Works)

Honeywell Terms & Conditions: customer pays all freight; appears as EXW in Incoterm field.

FCA (Free Carrier)

Shipping term where freight cost ownership depends on the contract; CSR must verify who pays.

Payment Terms

Agreed period (e.g., Net 30/60/90) the customer has to pay after shipment; auto-populated from Sold-To account.

CLIN (Customer Line Item Number)

Customer’s own line-item reference; entered in SAP ‘Special CL’ so it prints on the shipper.

Customer Material Number

Buyer’s internal part code that maps to the Honeywell part; loaded in SAP ‘Customer Material’ field.

Honeywell Material Number

Official Honeywell part number; mandatory for order entry and validation in SAP.

Quantity

Number of units ordered on each PO line; required for SAP item creation.

Price

Unit cost agreed with the customer; must match SAP pricing to avoid invoice disputes.

Spec/Proc ID

Shipping charge indicator: 0001 = Collect (customer pays); 0003 = Pre-paid (Honeywell pays).

Collect Shipment

Freight billed to the customer’s carrier account (Spec/Proc 0001).

Pre-paid Shipment

Freight billed to Honeywell’s account; customer not charged (Spec/Proc 0003).

Carrier

The transport company physically moving the goods (e.g., FedEx, UPS, DHL).

Customer Carrier Account (CR Account)

Customer’s billing number with the carrier; required when shipment is Collect.

Freight Forwarder

Third-party logistics company used mainly for exports; inserted as ‘F’ partner when shipping outside the U.S.

End User (E-Partner)

Final destination party for export-controlled items; needed for license applications.

COCFE

Partner-tab acronym: Customer CR account (C), Order recipient (O), Carrier (C), Freight forwarder (F), End user (E).

Order Recipient

Buyer contact loaded in partner tab; receives acknowledgments and order updates.

Battle of the Forms

Process of reconciling mismatched terms between customer PO and Honeywell order to decide whose terms apply.

L-Block ("The L")

CSR mnemonic for first SAP screen: Sold-To, Ship-To, PO Number down the left; PO Date across the top.

Plant

Honeywell site that ships the part; must align with vendor address on the PO (e.g., 1014 Sky Harbor).

Vendor Address (on PO)

Location the customer expects parts to ship from; mismatch triggers CSR follow-up.

MTO (Make-To-Order)

Inactive spare part produced only on demand; still a valid Honeywell material number in SAP.

Not For Sale (NFS)

SAP item category indicating the part cannot be sold externally, often due to inactive or MTO status.

Export License

U.S. government authorization required for certain parts shipped outside the country; linked to End User data.

Integrated Supply Chain (ISC)

Continuous flow of material from supplier to Honeywell to customer; errors create costly negative loops.

VCR Buttons

Navigation arrows in SAP ‘Additional Data B’ letting CSRs move quickly between line items.

Partner Tab

SAP header section where COCFE partners are entered to direct billing, shipping and compliance activities.

Shipping Tab

Header tab where CSR sets carrier service and Spec/Proc ID based on PO instructions.

Header vs. Item Data

Header = order-level info (shipping, partners); Item = line-level info (material, CLIN, RDD, price).

Dreamweaver Validation

Behind-the-scenes Honeywell tool that verifies carrier account numbers with FedEx/UPS and flags mismatches.