Anw: Anw moved page WHSORA035 to WHSORA035 Customer Wizard

2025-11-27T15:18:16Z

Anw moved page WHSORA035 to WHSORA035 Customer Wizard

← Older revision	Revision as of 17:18, 27 November 2025
(No difference)

Anw: Categorisation

2025-11-27T15:18:04Z

Categorisation

← Older revision		Revision as of 17:18, 27 November 2025
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	{{Note}}Not all pick note and despatch note formats will display instructions.		{{Note}}Not all pick note and despatch note formats will display instructions.
			<noinclude>
			[[Category:SOP Maintenance]]
			</noinclude>

Anw: Minor formatting change

2025-07-01T12:01:47Z

Minor formatting change

Show changes

Anw: Split into separate pages

2025-06-13T10:23:56Z

Split into separate pages

New page

<center>
[[File:Cus-004.png|800x800px]]
</center>
{| class="wikitable" 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>[[File:Cus-005.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Address Type **||The default address type for this customer and the address number||INV – you can have multiple addresses for one customer||INV
|-
|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
|-
|Town **||The town of the invoice address||35 character free text field||Defined by the client
|-
|Post Code **||The post code/zip code for the invoice address||10 character free text field||Defined by the client
|-
|County||The county /state of the invoice address||15 character free text field or left blank||Defined by the client
|-
|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
|-
|Phone No||The telephone number of the invoice address||15 character free text field or left blank||Defined by the client
|-
|'''Buttons'''|| || ||
|-
|New Invoice Address||Enables the user to add an additional invoice address for the customer||n/a||n/a
|}
===Customer Wizard – SOP Details (WHSORA035)===
<center>[[File:Cus-006.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Customer Type||The customer type for this customer||Must have been created in customer types maintenance||Defined by the client
|-
|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
|-
|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
|-
|Priority Code||The priority code for the customer||Must have been created in priority codes maintenance – LOV available||Defined by the client
|-
|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
|-
|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
|-
|Paying Office Ac No.||The account number for the invoicing paying office||3 character free text field or left blank||Defined by the client
|-
|Package Labels Req||Does this customer require packing labels||Do Not Print Labels||Defined by the client
|-
| || ||Print At All Levels||
|-
| || ||Print Labels||
|-
|Detail Labels Req||Are packing labels required at detail level? (By stock code)||Do Not Print Labels||Defined by the client
|-
| || ||Print At All Levels||
|-
| || ||Print Labels||
|-
|Transport Labels Req||Are transport labels required||No Simplified Labels Required||Defined by the client
|-
| || ||Yes, Produce Simplified Labels||
|-
|Area Manager||The name of the area manager for this customer||4 character free text field or left blank||Defined by the client
|-
|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
|-
|Weekly Invoicing||Does the customer require invoicing? (not migrated)||Y or N||Defined by the client
|-
|Vat Applied||Is V.A.T to be applied to the customer’s invoices? (not migrated)||Y or N||Defined by the client
|-
|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
|-
|Customer POD Req||Does the customer require a POD||Y or N||Defined by the client
|-
|Depot POD Required||Does the customer require an additional depot POD (not migrated)||Y or N||Defined by the client
|-
|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
|-
|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
|-
|Prevent Ordering||If set to ‘Y’, orders will not be able to be raised against this customer||Y or N||Defined by the client
|-
|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
|-
|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
|-
|SSCC No. Required||Are SSCC numbers to be used for this customer||Y or N||Defined by the client
|-
|Last Order Date||The date an order was last raised for this customer||Display only||N/A
|-
|Repalletise||Do orders need to be repalletised for this customer||Y or N||Defined by the client
|}
===Customer Wizard – Customer Restrictions (WHSORA035)===
<center>[[File:Cus-007.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|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
|-
|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
|}
===Warehouse===
<center>[[File:Cus-008.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Fast Dial
|
|
|
|-
|Region Code
|
|
|
|-
|Out of Rotation Flag
|
|No, Yes
|Yes
|-
|Salesman
|
|
|
|-
|Sales Territory
|
|
|
|-
|Sales Area
|
|
|
|-
|Contact
|
|
|
|-
|Post Code/Region Flag
|
|
|
|-
|Delivery Mode
|
|Direct, Trunk
|Direct
|-
|Despatch Code
|
|
|
|-
|Direct Route
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|
|
|-
|Trunk Route Code
|
|
|
|}
===Tariff/Charges===
<center>[[File:Cus-009.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Tariff Zone
|
|
|
|-
|Carrier Code
|
|
|
|}
===Handling Charges===
<center>[[File:Cus-010.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Product Code
|-
|Handling Charge
|}
===Vehicle Restrictions===
<center>[[File:Cus-011.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Vehicle Type
|-
|Restriction Text
|}
===Picking/Delivery===
<center>[[File:Cus-012.png|800x800px]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Owner
|-
|Reference
|-
|Picking Instructions
|-
|Delivery Instructions
|}

WHSORA035 Customer Wizard - Revision history

Anw: Anw moved page WHSORA035 to WHSORA035 Customer Wizard

Anw: Categorisation

Anw: Minor formatting change

Anw: Split into separate pages