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)
| 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 | 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)
| 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)
| 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)
| 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 |
