Refer to documentation Implementation
To create a customer, 4 tabs are necessary.
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. |
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| 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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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. |
| 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. |
| Denomination of some companies, containing the name of all or part of the associates followed by & Co. |
| Accurate indication of the place of residence. |
| Postal code where the entry format is defined in the Country table.
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| Name of the town/city. The city automatically proposed is the one associated with the postal code previously indicated. 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. |
| This field includes the geographical subdivision which is part of the postal address definition. This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup. |
| Telephone number with en entry format dependent on the country. |
| Fax number where the entry format is identical to that of the telephone and is dependent on the country. |
| No help linked to this field. |
| Comment field. Free entry. |
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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.
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.
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.
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.
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
| if it is checked, the SSCC codes are managed on the DOs of this customer. |
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| 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). |
| 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. |
| 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 field of the ship-to customer. |
Invoicing
| The freight type can contain the Incoterm codes, for example (freight charges, paid, etc.). |
| The invoicing customer code can be different from the ship-to customer code. This code is controlled in the customer code table. |
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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. |
| 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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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
| Use to give a code to the contact. |
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Detail
| This field associates a closing sentence with a contact's family name. |
| Use to give a code to the contact. |
| No help linked to this field. |
| 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:
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| 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. |
| This fields indicates the mobile phone number with en entry format that depends on the country. |
| This field specifies the fax number where the entry format is identical to that of the telephone and is dependent on the country. |
| This field is used to specify the email address of the contact. |
Functions
| No help linked to this field. |
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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.