Basic parameters > BP > Customers 

The customer database is used to record management rules specific to each customer. These data are then used for the output flows (Delivery address, invoicing, preparation, carrier, etc.).

The ship-to customer information is mandatory in the Delivery orders (DOs). It can be transmitted via an interface or directly entered upon DO creation.

If transmitted via an interface, only the level 3 will be master to the customer information, and, in that case, the customer database in Warehousing will not be entered.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

To create a customer, 4 tabs are necessary.

Header

Presentation

A code is assigned to it to identify it in a unique manner with 10 characters, as well as a title. These two pieces of information are found in the management header screen which has also 3 different definition tabs:

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Fields

The following fields are present on this tab :

Code of the customer who must be defined in the customer table.

  • Description (field NAM)

 

  • Short description (field DESSHO)

 

  • Active (field ENAFLG)

Select this check box to activate the current record.

Disabled records keep their content and setup but cannot be used (by recalling their code) on other records (documents, settings ...), or for mass processes.

The authorizations to a given function can prohibit the creation of an active record. In this case, the check box is disabled by default. It can only be modified by an authorized user or through a signature Workflow.

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Tab General

Presentation

This tab is used to enter the general information relating to the customer, namely their delivery address.

During the entry of the postal code, an automatic control can be carried out and the town, entered (this depends on the CTY and POSCOD setups).

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Fields

The following fields are present on this tab :

Code making it possible to identify the country. This code is controlled in the country table. The name corresponding to the country code is then displayed automatically. If the country code is not entered by the user, then the country name can be entered freely.

  • field CRYNAM

Country name. If the country code is entered, then this field is automatically entered on the basis of the country table. If the country code is not entered, then this field can be entered freely by the user.

  • field NAM

Denomination of some companies, containing the name of all or part of the associates followed by & Co.

  • field ADD

Accurate indication of the place of residence.

  • Postal code (field POS)

Postal code where the entry format is defined in the Country table.
The postal code is used to determine the city/town. When the postal code is changed the city/town corresponding to the new code is automatically displayed.
Particular cases:

  • For ANDORRA, indicate 99130
  • For MONACO, indicate 99138
  • For the other overseas countries, indicate the postal code of the country or 99999 if not known.
  • City (field CTY)

Name of the town/city. The city automatically proposed is the one associated with the postal code previously indicated.
It is also possible to manually enter the city.

* If the city is already defined, the associated postal code is automatically displayed.

* if it does not exist, a warning message will appear and proceeding with the entry is authorized.

  • Region (county, state, ..) (field SAT)

This field includes the geographical subdivision which is part of the postal address definition.
For instance, it can be the department for France or the state for the United States. The subdivision title and the potential control on its entry are defined in the Country setup.
If it is controlled, this code depends on the corresponding geographical subdivision.

This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup.

  • Telephone (field TEL)

Telephone number with en entry format dependent on the country.

  • Fax (field FAX)

Fax number where the entry format is identical to that of the telephone and is dependent on the country.

  • Email (field ADDEML)

No help linked to this field.

  • Notes (field REM)

Comment field. Free entry.

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Tab Delivery

Presentation

This corresponds to options used to know the management actions likely to be carried out by a customer These data make it possible to initialize the rules pertaining to the DO when a DO is created using the code that has been set up in the customer table.

Preparation:

Partial delivery: this value conditions the fact that it is possible to prepare and ship incomplete DOs.
Yes.All partial deliveries are authorized.
By line. Line partial deliveries are prohibited. A DO line that would be partly prepared will not be launched on preparation.
No. Partial deliveries are prohibited. A DO that would be partly prepared will not be launched on preparation.

Service priority.Used to impose a processing order of the DOs in the output chain and thus to arbitrate between stock shortages.
Note: The value '0' has less priority than the value '9'. A 'blank' value equals '0'.
The output configuration of the depositor is used to specify if the service priority is more important than the Partial Delivery setup authorized for the current depositor.

Transport:

Generic round..Selection of the generic round assigned by default upon creation of the DO.
Carrier. Selection of the carrier assigned by default upon creation of the DO.
Transport mode. Selection of the transport mode assigned by default upon creation of the DO.
Round position. Used to put the prepared goods in the truck based on the customer's delivery position in the round.
Delivery field. The delivery field corresponds to a code to be defined, and to be used for the carrier/transport mode assignment.

Invoicing

Freight type.Selection of the freight type assigned by default upon creation of the DO.
Client billed. Selection of the customer code assigned by default upon creation of the DO.

Delivery note

Languagee. Specifies the printing language of the Delivery Note
Print. Specifies if the DN must be printed
Currency. Currency used for the transport pre-invoicing

Calculation of the DN freight amount. This setup is used to activate the calculation of the freight amount associated with each forwarded DN
Price list code. Specifies the price list code to be used to calculate the DN freight amount.

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Fields

The following fields are present on this tab :

Preparation

  • SSCC management on output (field SSCFLG)

if it is checked, the SSCC codes are managed on the DOs of this customer.

  • Lot management (field LOTMGT)
  • Partial delivery (field PTLPIK)

Specifies if the customer accepts to be delivered in part; there are three possibilities, either yes (the customer accepts, irrespective of the requested quantity), or by line (the customer accepts a partial delivery provided the whole line is delivered), or no, (the customer does not accept a partial delivery).

  • Service priority (field PIR)

The service priority is used to define an order of priority for the processing of the delivery orders.

Transport

A generic round is a set delivery round (with respect to days and maximum shipping time), a round being the content of a truck.

Code identifying the carrier. This code must be defined in the carrier table.

Usually, the transport mode corresponds to the notions of messaging, freight, express,... The transport mode is checked against the transport modes table.

  • Round position (field DRNPST)

Order in which the round must be loaded. This information is used to allocate an unloading or loading sequence number to the DOs of a round.

  • Delivery area (field ARE)

Delivery field of the ship-to customer.

Invoicing

The freight type can contain the Incoterm codes, for example (freight charges, paid, etc.).

  • Bill-to customer (field INVCLT)

The invoicing customer code can be different from the ship-to customer code. This code is controlled in the customer code table.

  • field ZINVCLT

 

Delivery note

Setup of the requested language to print the delivery note and the packing list.

Name of the report for the print-out of the DN and packing list, jointly printed if the DN is in the packing stage. The name set up here is used as the default value of the corresponding DO header field.

  • Carr. amount calculation (field DLNCST)

Used to calculate the freight charges for the CR and/or CN upon shipment confirmation via the transport preinvoicing functionality.

Price list code used to calculate the freight amount by means of the

freight pre-invoicing functionality.

Code making it possible to identify the currency for a site, a Business Partner, or to define a default value. This code is controlled in the currency table. It is advisable to use the ISO coding during the creation of a new currency.

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Tab Contacts

Presentation

This tab is used to define a list of contacts associated with this site. Each contact is identified by a code listed in the left-hand section of the screen. The right hand defines the complete details associated with a name.

Each new contact entry in this grid automatically loads the Contacts file. In this way, a single contact can be associated with several sites, companies, or BPs, without having to duplicate the contact record.

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Fields

The following fields are present on this tab :

Grid Contacts

  • Code (field CNTCOD)

Use to give a code to the contact.

  • Mobile phone (field CNTMOB)

 

  • Fax (field CNTFAX)

 

Detail

  • Title (field XCNTTTL)

This field associates a closing sentence with a contact's family name.
This information can be used on documents to be sent to contacts.

  • Code (field XCNTCOD)

Use to give a code to the contact.

  • Last name (field XCNTLNA)

No help linked to this field.

  • First name (field XCNTFNA)

First name of the contact.

Details

This code is used to identify the country associated with the information.

In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially:

  • the telephone number format,
  • the format of the number that identifies a company or an activity (site tax ID number, NAF in France), and whether its entry is mandatory or not,
  • the format of the postal code/town/city and the geographical subdivision, and whether its entry is mandatory or not,
  • the mandatory or not mandatory aspect of the Site Registration number entry, of the identification number of the company as well as the EU tax no.,
  • the format of the Bank ID number code.
  • Telephone (field XCNTTEL)

Telephone number with en entry format dependent on the country. The general setup CTLTEL - Control telephone number is used to specify the level of control carried out according to the format of the number entered.

  • Mobile phone (field XCNTMOB)

This fields indicates the mobile phone number with en entry format that depends on the country.

  • Fax (field XCNTFAX)

This field specifies the fax number where the entry format is identical to that of the telephone and is dependent on the country.

  • Email (field XCNTWEB)

This field is used to specify the email address of the contact.

Functions

  • field XCNTFNC1

No help linked to this field.

  • field XCNTFNC2

 

  • Data protection officer (field XDPO)

 

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Error messages

In addition to the generic error messages, the following messages can appear during the entry :

Company's name, mandatory field.

This message is displayed if no company's name has been entered when creating a depositor.

At least one address must exist

This message appears in creation or modification of a business partner, at the time of validation, if no address has been assigned to the business partner.

An address must be defined as default

This message appears in creation or modification of a business partner, at the time of validation, if no address has been assigned as the default address.

Country : ... record non-existent

This message appears when the country code entered does not exist in the country table. There is the possibility to create the country in the country table using the tunnel (contextual button).

Generic round, Record non-existent.

This message is displayed if the entered generic round is not known in the generic round file.

Carrier, Record non-existent

This message is displayed if the entered carrier is not known in the carrier file.

Transport mode, Record non-existent.

This message is displayed if the entered transport mode is not known in the transport mode file.

Freight type, Record non-existent.

This message is displayed if the entered freight type is not known in the freight type file.

Billed customer, Record non-existent.

This message is displayed if the entered billed customer is not known in the customer file.

Tables used

SEEREFERTTO Refer to documentation Implementation