WHSORA035: Difference between revisions

From WMS
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(Split into separate pages)
 
m (Minor formatting change)
 
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
|-
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''Last Payment Date''||The date the customer last paid an invoice||Display only||N/A
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|'''Buttons'''|| || ||
|'''Buttons'''|| || ||
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|New Delivery Address||Enables the user to add a new address for the customer||n/a||n/a
|'''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
|'''Warehouse Details'''||Enables the user to enter warehouse specific details for the customer (not migrated)||n/a||n/a
|}
|}
===Customer Wizard – Invoice Address  (WHSORA035)===
===Customer Wizard – Invoice Address  (WHSORA035)===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
|-
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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'''|| || ||
|'''Buttons'''|| || ||
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|New Invoice Address||Enables the user to add an additional invoice address for the customer||n/a||n/a
|'''New Invoice Address'''||Enables the user to add an additional invoice address for the customer||n/a||n/a
|}
|}
===Customer Wizard – SOP Details  (WHSORA035)===
===Customer Wizard – SOP Details  (WHSORA035)===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
|-
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''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
|''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 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
|''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
|''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
|''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''||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
|''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
|''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||
| || ||Print At All Levels||
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| || ||Print Labels||
| || ||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
|''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||
| || ||Print At All Levels||
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| || ||Print Labels||
| || ||Print Labels||
|-
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|Transport Labels Req||Are transport labels required||No Simplified Labels Required||Defined by the client
|''Transport Labels Req''||Are transport labels required||No Simplified Labels Required||Defined by the client
|-
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| || ||Yes, Produce Simplified Labels||
| || ||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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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
|''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 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
|''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
|''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
|''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
|''Repalletise''||Do orders need to be repalletised for this customer||Y or N||Defined by the client
|}
|}
===Customer Wizard – Customer Restrictions  (WHSORA035)===
===Customer Wizard – Customer Restrictions  (WHSORA035)===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
|-
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''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
|''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
|''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===
===Warehouse===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|Fast Dial
|''Fast Dial''
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|Region Code
|''Region Code''
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|Out of Rotation Flag
|''Out of Rotation Flag''
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|No, Yes
|No, Yes
|Yes
|Yes
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|Salesman
|''Salesman''
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|Sales Territory
|''Sales Territory''
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|Sales Area
|''Sales Area''
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|Contact
|''Contact''
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|Post Code/Region Flag
|''Post Code/Region Flag''
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|Delivery Mode
|''Delivery Mode''
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|Direct, Trunk
|Direct, Trunk
|Direct
|Direct
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|Despatch Code
|''Despatch Code''
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|Direct Route
|''Direct Route''
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|Trunk Route Code
|''Trunk Route Code''
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|Tariff Zone
|''Tariff Zone''
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|Carrier Code
|''Carrier Code''
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|Product Code
|''Product Code''
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|Handling Charge
|''Handling Charge''
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|}
|}
===Vehicle Restrictions===
===Vehicle Restrictions===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
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|Vehicle Type
|''Vehicle Type''
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|Restriction Text
|''Restriction Text''
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|}
|}
===Picking/Delivery===
===Picking/Delivery===
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{| class="wikitable" border="1"
{| class="wikitable" border="1"
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|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
!'''Field Name'''!!'''Description'''!!'''Options'''!!'''Generic Value'''
|-
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|Owner
|''Owner''
|The owner. Display only
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|Reference
|''Reference''
|Any reference
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|Picking Instructions
|''Picking Instructions''
|if entered will appear on the pick note for that customer.
|
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|Delivery Instructions
|''Delivery Instructions''
|if entered will appear on the despatch note for that customer.
|
|
|}
|}
{{Note}}Not all pick note and despatch note formats will display instructions.

Latest revision as of 14:01, 1 July 2025

Cus-004.png

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)

Cus-005.png
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)

Cus-006.png
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)

Cus-007.png
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

Cus-008.png
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
Trunk Route Code

Tariff/Charges

Cus-009.png
Field Name Description Options Generic Value
Tariff Zone
Carrier Code

Handling Charges

Cus-010.png
Field Name Description Options Generic Value
Product Code
Handling Charge

Vehicle Restrictions

Cus-011.png
Field Name Description Options Generic Value
Vehicle Type
Restriction Text

Picking/Delivery

Cus-012.png
Field Name Description Options Generic Value
Owner The owner. Display only
Reference Any reference
Picking Instructions if entered will appear on the pick note for that customer.
Delivery Instructions if entered will appear on the despatch note for that customer.

Note Note: Not all pick note and despatch note formats will display instructions.

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