View source for Partner Set Up

=='''INTRODUCTION'''==

This document describes the required screens to be used in setting up the information concerned with the Sales Order Process in the warehouse. Other guides describe the set up of company, user, warehouse, owners etc.

This is a generic guide based on the version of the SCE system at the time of writing.



It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.


=='''CUSTOMER CLASS MAINTENANCE  (SOPCUCL01A)'''==


<center>[[Image:cus-001.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-
|Class **	|| Code used to determine the type of customer (i.e. retail, wholesale etc)	|| 4 character free text field	|| Defined by the client
|-
|Description	|| Description of the customer class	|| 20 character free text field or left blank	|| Defined by the client


|}


==''' CUSTOMER TYPES MAINTENANCE  (WHS4010)'''==



<center>[[Image:cus-002.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-
|Type ** ||The type of customer being delivered to	||2 character free text field	||Defined by the client
|-
|Description	||The description of the customer type	||30 character free text field or left blank	||Defined by the client

|}



=='''CUSTOMER PRIORITY MAINTENANCE  (CASS5017)'''==

Used for cross docking and order segregation, a priority set against a customer will determine which customers can be cross docked to.


<center>[[Image:cus-003.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-
|Priority **	||The priority code used ||	1 character free text field	 ||‘X’
|-
|Description	||The description of the priority code	|| 30 character free text field	|| Defined by the client


|}

=='''CUSTOMER WIZARD – DELIVERY DETAILS  (WHSORA035)'''==

<center>[[Image:cus-004.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-
|	Partner Code **	||	Customer code and sub code (Sub code must always be ‘001’)	||	10 character free text field	||	Defined by the client
|-
|	Full Name **	||	Full name of the customer	||	35 character free text field	||	Defined by the client
|-
|	Currency **	||	The currency code for the customer is to be invoiced in	||	Must have been created in currency codes maintenance – LOV available	||	Defined by the client
|-
|	Address Type **	||	The default address type for this customer and the address number	||	DEL – you can have multiple addresses for one customer	||	DEL
|-
|	Name **	||	The customer’s name	||	35 character free text field	||	Defined by the client
|-
|	Address **	||	The first two lines of the customer’s address	||	2 x 35 character free text field (note, 2nd line can be left blank)	||	Defined by the client
|-
|	Town **	||	The town the customer resides  in	||	35 character free text field	||	Defined by the client
|-
|	Post Code **	||	The post code/zip code for the customer	||	10 character free text field	||	Defined by the client
|-
|	County	||	The county /state for the customer	||	15 character free text field or left blank	||	Defined by the client
|-
|	Country	||	The country code for the customer	||	Must have been created in Country codes maintenance or left blank – LOV available	||	Defined by the client
|-
|	Phone No	||	The telephone number for the customer	||	15 character free text field or left blank	||	Defined by the client
|-
|	EAN Reference	||	Client specific EAN number for this customer	||	13 character free text field or left blank	||	Defined by the client
|-
|	Transport Charge	||	The amount to be charged to the customer for transport	||	10 digit numeric field	||	Defined by the client
|-
|	Invoice Date	||	The date the customer was last invoiced	||	Display only	||	N/A
|-
|	Customer Creation Date	||	The date the customer code was created	||	Display only	||	N/A
|-
|	Last Amendment Date	||	The date details of the customer code were changed	||	Display only	||	N/A
|-
|	Statement Date	||	The last statement date for the customer	||	Display only	||	N/A
|-
|	Last Payment Date	||	The date the customer last paid an invoice	||	Display only	||	N/A
|-
|	'''Buttons'''	||		||		||	
|-
|	New Delivery Address	||	Enables the user to add a new address for the customer	|| n/a || n/a
|-
|	Warehouse Details	||	Enables the user to enter warehouse specific details for the customer (not migrated)	||	n/a	||	n/a
|}



==='''Customer Wizard – Invoice Address  (WHSORA035)'''===

<center>[[Image:cus-005.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}




==='''Customer Wizard – SOP Details  (WHSORA035)'''===

<center>[[Image:cus-006.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}


==='''Customer Wizard – Customer Restrictions  (WHSORA035)'''===


<center>[[Image:cus-007.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}

=='''SUPPLIER CLASS MAINTENANCE  (PLGSPCL01A)'''==

<center>[[Image:cus-008.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}


=='''SUPPLIER WIZARD – SUPPLIER DETAILS  (WHSORA045)'''== 

<center>[[Image:cus-009.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}


==='''Supplier Wizard – Further Details  (WHSORA045)'''===  

<center>[[Image:cus-010.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}


==='''Supplier Wizard – Buyer Address  (WHSORA045)'''===

<center>[[Image:cus-011.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}



==='''Supplier Wizard – Payment Address  (WHSORA045)'''===


<center>[[Image:cus-012.PNG ]]</center>



{| border="1"
|-
|	Field Name	||	Description	||	Options	||	Generic Value
|-


|}