View source for WHSORA035 Customer Wizard

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[[File:Cus-004.png|800x800px]]
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{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Partner Code **''||Customer code and sub code (Sub code must always be ‘001’)||10 character free text field||Defined by the client
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|''Full Name **''||Full name of the customer||35 character free text field||Defined by the client
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|''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
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|''Address Type **''||The default address type for this customer and the address number||DEL – you can have multiple addresses for one customer||DEL
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|''Name **''||The customer’s name||35 character free text field||Defined by the client
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|''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
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|''Town **''||The town the customer resides  in||35 character free text field||Defined by the client
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|''Post Code **''||The post code/zip code for the customer||10 character free text field||Defined by the client
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|''County''||The county /state for the customer||15 character free text field or left blank||Defined by the client
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|''Country''||The country code for the customer||Must have been created in Country codes maintenance or left blank – LOV available||Defined by the client
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|''Phone No''||The telephone number for the customer||15 character free text field or left blank||Defined by the client
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|''EAN Reference''||Client specific EAN number for this customer||13 character free text field or left blank||Defined by the client
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|''Transport Charge''||The amount to be charged to the customer for transport||10 digit numeric field||Defined by the client
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|''Invoice Date''||The date the customer was last invoiced||Display only||N/A
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|''Customer Creation Date''||The date the customer code was created||Display only||N/A
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|''Last Amendment Date''||The date details of the customer code were changed||Display only||N/A
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|''Statement Date''||The last statement date for the customer||Display only||N/A
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|''Last Payment Date''||The date the customer last paid an invoice||Display only||N/A
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|'''Buttons'''|| || ||
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|'''New Delivery Address'''||Enables the user to add a new address for the customer||n/a||n/a
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|'''Warehouse Details'''||Enables the user to enter warehouse specific details for the customer (not migrated)||n/a||n/a
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===Customer Wizard – Invoice Address  (WHSORA035)===
<center>[[File:Cus-005.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Address Type **''||The default address type for this customer and the address number||INV – you can have multiple addresses for one customer||INV
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|''Address **''||The first two lines of the customer’s invoice address||2 x 35 character free text field (note, 2nd line can be left blank)||Defined by the client
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|''Town **''||The town of the invoice address||35 character free text field||Defined by the client
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|''Post Code **''||The post code/zip code for the invoice address||10 character free text field||Defined by the client
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|''County''||The county /state of the invoice address||15 character free text field or left blank||Defined by the client
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|''Country Code''||The country code of the invoice address||Must have been created in Country codes maintenance or left blank – LOV available||Defined by the client
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|''Phone No''||The telephone number of the invoice address||15 character free text field or left blank||Defined by the client
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|'''Buttons'''|| || ||
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|'''New Invoice Address'''||Enables the user to add an additional invoice address for the customer||n/a||n/a
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===Customer Wizard – SOP Details  (WHSORA035)===
<center>[[File:Cus-006.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Customer Type''||The customer type for this customer||Must have been created in customer types maintenance||Defined by the client
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|''Part of Desp Order''||Determines whether an order can be despatched if the whole order is not fulfilled (not migrated)||Y or N||Defined by the client
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|''Part of Desp Item''||Determines whether an order can be despatched if the whole product quantity is not fulfilled (not migrated)||Y or N||Defined by the client
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|''Priority Code''||The priority code for the customer||Must have been created in priority codes maintenance – LOV available||Defined by the client
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|''Payment Set''||The group code for the customer under which the invoice will be paid (not migrated)||1 character free text field or left blank||Defined by the client
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|''Paying Office''||The office name where the invoice will be paid from (not migrated)||10 character free text field or left blank||Defined by the client
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|''Paying Office Ac No.''||The account number for the  invoicing paying office||3 character free text field or left blank||Defined by the client
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|''Package Labels Req''||Does this customer require packing labels||Do Not Print Labels||Defined by the client
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| || ||Print At All Levels||
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| || ||Print Labels||
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|''Detail Labels Req''||Are packing labels required at detail level? (By stock code)||Do Not Print Labels||Defined by the client
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| || ||Print At All Levels||
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| || ||Print Labels||
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|''Transport Labels Req''||Are transport labels required||No Simplified Labels Required||Defined by the client
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| || ||Yes, Produce Simplified Labels||
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|''Area Manager''||The name of the area manager for this customer||4 character free text field or left blank||Defined by the client
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|''Special Pack Msg Id''||The id code for a message that is to be produced at packing||6 character free text field or left blank||Defined by the client
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|''Weekly Invoicing''||Does the customer require invoicing? (not migrated)||Y or N||Defined by the client
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|''Vat Applied''||Is V.A.T to be applied to the customer’s invoices? (not migrated)||Y or N||Defined by the client
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|''Automatic Charge Code''||If an automatic charge is to be applied to the invoice, what is the code for this charge||5 character free text field or left blank||Defined by the client
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|''Customer POD Req''||Does the customer require a POD||Y or N||Defined by the client
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|''Depot POD Required''||Does the customer require an additional depot POD (not migrated)||Y or N||Defined by the client
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|''Only Accept Complete Back Order''||If backordering is used, will the customer only receive orders that completely fulfilled (not migrated)||Y or N||Defined by the client
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|''EDI Identifier''||The code that will be used to identify this customer on EDI flows (not migrated)||11 character free text field or left blank||Defined by the client
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|''Prevent Ordering''||If set to ‘Y’, orders will not be able to be raised against this customer||Y or N||Defined by the client
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|''Client Account Code 1''||An account number for the customer which will be produced on outbound documentation||10 character free text field or left blank||Defined by the client
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|''Client Account Code 2''||An additional account number for the customer which will be produced on outbound documentation||10 character free text field or left blank||Defined by the client
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|''SSCC No. Required''||Are SSCC numbers to be used for this customer||Y or N||Defined by the client
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|''Last Order Date''||The date an order was last raised for this customer||Display only||N/A
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|''Repalletise''||Do orders need to be repalletised for this customer||Y or N||Defined by the client
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===Customer Wizard – Customer Restrictions  (WHSORA035)===
<center>[[File:Cus-007.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Picking Note Text 1-6''||Text entered here will be produced on the picking list||6 x 40 character free text fields or left blank||Defined by the client
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|''Despatch Note Text 1-10''||Text entered here will be produced on the delivery note||10 x 40 character free text fields or left blank||Defined by the client
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===Warehouse===
<center>[[File:Cus-008.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Fast Dial''
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|''Region Code''
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|''Out of Rotation Flag''
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|No, Yes
|Yes
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|''Salesman''
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|''Sales Territory''
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|''Sales Area''
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|''Contact''
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|''Post Code/Region Flag''
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|''Delivery Mode''
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|Direct, Trunk
|Direct
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|''Despatch Code''
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|''Direct Route''
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|''Trunk Route Code''
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===Tariff/Charges===
<center>[[File:Cus-009.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Tariff Zone''
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|''Carrier Code''
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===Handling Charges===
<center>[[File:Cus-010.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Product Code''
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|''Handling Charge''
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===Vehicle Restrictions===
<center>[[File:Cus-011.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Vehicle Type''
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|''Restriction Text''
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===Picking/Delivery===
<center>[[File:Cus-012.png|800x800px]]</center>
{| class="wikitable" border="1"
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!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|''Owner''
|The owner. Display only
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|''Reference''
|Any reference
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|''Picking Instructions''
|if entered will appear on the pick note for that customer.
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|''Delivery Instructions''
|if entered will appear on the despatch note for that customer.
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{{Note}}Not all pick note and despatch note formats will display instructions.
<noinclude>
[[Category:SOP Maintenance]]
</noinclude>