Partner Set Up

From WMS

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)

Cus-003.PNG


Field Name Description Options Generic Value


CUSTOMER WIZARD – DELIVERY DETAILS (WHSORA035)

Cus-004.PNG


Field Name Description Options Generic Value


Customer Wizard – Invoice Address (WHSORA035)

Cus-005.PNG


Field Name Description Options Generic Value



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