Partner Set Up: Difference between revisions

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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
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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
|-
| 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
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| 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
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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 || ||


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

Revision as of 11:10, 27 April 2010

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)

Cus-001.PNG


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)

Cus-002.PNG


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.


Cus-003.PNG


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)

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

Customer Wizard – SOP Details (WHSORA035)

Cus-006.PNG


Field Name Description Options Generic Value


Customer Wizard – Customer Restrictions (WHSORA035)

Cus-007.PNG


Field Name Description Options Generic Value

SUPPLIER CLASS MAINTENANCE (PLGSPCL01A)

Cus-008.PNG


Field Name Description Options Generic Value


SUPPLIER WIZARD – SUPPLIER DETAILS (WHSORA045)

Cus-009.PNG


Field Name Description Options Generic Value


Supplier Wizard – Further Details (WHSORA045)

Cus-010.PNG


Field Name Description Options Generic Value


Supplier Wizard – Buyer Address (WHSORA045)

Cus-011.PNG


Field Name Description Options Generic Value


Supplier Wizard – Payment Address (WHSORA045)

Cus-012.PNG


Field Name Description Options Generic Value
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