Customers - Implementation

Prerequisite

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

 DEBP (Airport/Seaport Intrastat), KAG (Argentinean localization), PBDPO (Payment balance declaration), RE1 (Sales rep 1).

Functional

 CCN : Concessions

 CFOM : Cash forecast management

 CSL : Consolidation

 DATEV : DATEV

 DEB : EU exchange declaration

 EFAT : Electronic invoice

 ELINV : Electronic invoice

 EMP : Location management

 EORI : EORI identification

 FCT : Factoring management

 FTC : Complete BP file

 FUP : Reminder and late payment mana

 HDU : Archive of open items

 LND : Loan management

 LTA : Local taxing

 MAXPD : Maximum period (companies)

 MUL : Multi-company business partner management

 PIT : Points management

 PPT : Prospect management

 PRCSL : Pre-consolidation

 PTX : Regional taxes

 SEPP : Credit card integration

 TOK : Management of tokens

 VII : International transfers

Sizing

 ANA : No. of analytical dimensions

 BPA : Number of BP addresses

 BPW : Number of transport price ranges

 COM : Commission categories

 NBCNT : Number of contacts

 REC : Customer sales reps

 RED : Ship-to customer sales reps

 REP : Sales reps

 SFI : Max. no. entered inv. elts

 STC : Sales statistical groups

 STO : Contracts statistical groups

Localization

 KBE : Belgian localization

 KFR : French localization

 KIT : Italian localization

 KPO : Portuguese Localization

 KSP : Spanish localization

 KSW : Swiss localization

 KUS : Localization USA

 KZA : South-African localization

General parameters

The following general parameters may change the way the function is working :

Accounting

 EVCCOMPANY (defined at level Folder) : EU VAT ID source company

 EVCCONFIRM (defined at level Folder) : EU VAT ID confirmation letter

 EVCSERVICE (defined at level Folder) : Webservice for EU VAT ID check

Localisations

 ARGREC (defined at level Company) : Payment order/received

 ARGTAX (defined at level Company) : Argentinian taxes

 PORINTSTAT (defined at level Company) : Infos delivery mode

Common Data

 CODECATCLI (defined at level Folder) : Customer category

 INIBPRRSK (defined at level Folder) : Risk BP initialization

 LOCSCRACT (defined at level User) : Bank detail window activation

 NOTATI (defined at level Site) : Price / Amount +tax / -tax

 OSTCHGTYP (defined at level Folder) : Rate origin WIP ctrl.

 OSTCTL (defined at level Company) : Cus. author. credit ctrl level

 OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.

 OSTTYPCUR (defined at level Company) : Rate type updated rate ctrl

 SALPRITYP (defined at level Site) : Price type

Acc Payable/Acc Receivable

 BIDBPENT (defined at level User) : Authorize bank acct. no. entry

 BIDPAYENT (defined at level User) : Authorize bank acct. no. entry

Sales

 OSTLND (defined at level Company) : Loan in order total

 OSTORD (defined at level Company) : On order in order total

Authorizations

This function is object managed. The creation, modification, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan also be associated with this function.

The following options can be activated or deactivated for each user :

 Price list

Other prerequisites

Miscellaneous tables

The following miscellaneous tables are used by the function. They must be populated if necessary :

 Miscellaneous table number 1 : Restriction code

 Miscellaneous table number 30 : Group 1

 Miscellaneous table number 31 : Group 2

 Miscellaneous table number 32 : Group 3

 Miscellaneous table number 33 : Group 4

 Miscellaneous table number 34 : Group 5

 Miscellaneous table number 307 : BDF Movements codes (X130)

 Miscellaneous table number 413 : Prospect Origin

 Miscellaneous table number 414 : Sales Rep role

 Miscellaneous table number 425 : Business sector

Tables to be completed

The following tables are used by the function. Their content must be updated if necessary :

Local menus

The following parameterizable local menus are used by the function. Their content must be updated if necessary :

 Local menu number 207 : Customers Statistics Groups

 Local menu number 233 : Function (Contact)

 Local menu number 409 : Route Code

Tables used

The following tables are implemented by the function :