Partner Set Up

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)

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)

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.

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)

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
Warehouse Details	Enables the user to enter warehouse specific details for the customer (not migrated)

Customer Wizard – Invoice Address (WHSORA035)

Field Name

Description

Options

Generic Value

Customer Wizard – SOP Details (WHSORA035)

Field Name

Description

Options

Generic Value

Customer Wizard – Customer Restrictions (WHSORA035)

Field Name

Description

Options

Generic Value

SUPPLIER CLASS MAINTENANCE (PLGSPCL01A)

Field Name

Description

Options

Generic Value

SUPPLIER WIZARD – SUPPLIER DETAILS (WHSORA045)

Field Name

Description

Options

Generic Value

Supplier Wizard – Further Details (WHSORA045)

Field Name

Description

Options

Generic Value

Supplier Wizard – Buyer Address (WHSORA045)

Field Name

Description

Options

Generic Value

Supplier Wizard – Payment Address (WHSORA045)

Field Name

Description

Options

Generic Value