customer maintenance training

8122019 Customer Maintenance Training

httpslidepdfcomreaderfullcustomer-maintenance-training 143

OM Customer Maintenance TrainingRevised 61101

Application Order Management

Processes Maintain Customer

Objective 1 To enter a new customer in the customer master or maintain andor updateinformation for an existing customer

Prereuisites 1 Choose automatic or manual customer and site numbering (optional) in Systemptions

2 Customer profile class must be setup before assigning to a Customer

3 Customer $uic Codes must be defined

4 amp Tax Codes must be created

STANDARDS AND ABBREVIATIONS3

PROFILE CLASS4

CUSTOMER SEARCH4

CUSTOMER NUMBERING5

QUERY A RANGE OF CUSTOMERS5

ENTER A NEW CUSTOMER (QUICK CUSTOMER ENTRY)

Customer Header8Addresses Tab9Business Purpose Tab (Address Level 9Telepones Tab (Address LevelConta$ts Telepones Tab (ptional Conta$ts ampoles Tab (ptional 2Ban A$$ounts Tab (ptional 3Pament )etods Tab (ptional 4Proile Transa$tion Tab +Proile o$ument Printin- Tab (ptional Proile Amounts Tab

ENTER A NEW CUSTOMER (STANDARD CUSTOMER ENTRY)

Customer Header8Classii$ation Tab9rder )ana-ement Tab (ptional 2)aretin- Tab (ptional 24Addresses Tab24

Address Header 2Business Purpose Tab (Address Level20nternal ampe-ion (etails tab29

Copyright 983209 + Consulting C

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Ta1 ampe-ion (etails tab3ter etails A$$ounts Tab3

Telepones Tab Customer Level (ptional 32Conta$ts Telepones Tab (ptional 34

Conta$ts ampoles Tab (ptional 3+Ban A$$ounts Tab (ptional 3Pament )etods Tab (ptional 3Proile Transa$tion Tab 38Proile o$ument Printin- Tab (ptional 39Proile Amounts Tab4ampelationsips Tab (ptional 4Ta1 1emptions 42


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tandards and Abbreviations

Tis orm is used to enter ne $ustomers5 mae $an-es to e1istin- $ustomer inormation5 andina$tivate $ustomersN$ 6uer on e1istin- $ustomers beore enterin- a ne $ustomer to avoid enterin- dupli$ate$ustomer namesTe $ustomer master is $asesensitive7 tereore 0ntel and 0TL are treated as to dierent$ustomers 0t is ver important to enter all $ustomer names in upper $ase and ollo te providednamin- standards

bull nter all $ustomer names in upper $ase 0TL not 0ntel

bull o not enter periods in beteen initials ATT not ATT

bull o not use TH as te irst ord in te $ustomer

name

ltBL0 =ampltP not TH ltBL0=ampltP

bull Titles appear at te end o te $ustomer name gtH )0TH ) not amp gtH)0TH

bull o not use periods at te end o abbreviations T not T

bull ltse te olloin- abbreviations

treet TAvenue ABoulevard BLLane LCourt CT ort out

ast est Buildin- BL=Compan CCorporation CampP0n$orporated 0Cuite Tampoom amp) umber loor LLimited LT


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Proile Class

ltse Customer Proiles to -roup $ustomers it similar $redit ortiness5 business volume5 and

pament $$les or ea$ proile $lass ou $an deine inormation su$ as $redit limits5 pament terms5statement $$les5 invoi$in-5 and dis$ount inormation ou $an also deine amount limits or inan$e$ar-es5 dunnin-5 and statements or ea$ $urren$ in i$ ou do business

eine our standard $ustomer proiles in te Camp$ P+$ C+ampamp$amp indo Tese proiles$ontain -eneri$ options used to -roup $ustomers into broad $ate-ories or e1ample5 ou mi-t deinetree $ate-ories one or prompt pain- $ustomers it avorable $redit limits7 one or late pain-$ustomers it i- inan$e $ar-e rates7 and a tird or $ustomers o mostl pa on time5 itdis$ount in$entives or earl pament ou $an also use te proile $lass DAltLT5Di$ te sstem provides

Assi-n a proile $lass to ea$ o our $ustomers and addresses in te Camp$amp indo Te $ustomer proile $lass ou assi-n provides te deault values5 ten ou $an optionall $ustomiEe tese values tomeet our spe$ii$ reFuirements or ea$ $ustomer or address 0 a proile is assi-ned to bot a $ustomerand one o tat $ustomerDs addresses5 te options set or te address tae pre$eden$e over tose set atte $ustomer level

Customer earc

Te Camp$ T-$ attribute identiies te $ustomer as eiter an Organization or an individual Personen ou enter $ustomer inormation our e1istin- $ustomer re$ords are sear$ed to lo$ate an

mat$in- $ustomer names or addresses ou $an ten eiter add a ne $ustomer to our re$ords5 ormodi te e1istin- $ustomer re$ord

en ou enter a ne $ustomer5 or modi e1istin- $ustomers

bull ele$t te $ustomer tpe5 eiter Organization or Person

bull Coose a sear$ pro$edure A012$ S+$5 or A$ampamp ou must perorm tis sear$

beore enterin- an inormation about eiter a ne or an e1istin- $ustomer Te sear$ ensurestat ou ill not enter a dupli$ate $ustomer

ote ou $an add a ne $ustomer to an e1istin- or-aniEation or person ater te sear$ produ$es a

mat$ it an e1istin- or-aniEation or person

Attention ltse te A012$ or A$ampamp sear$ metod to enter a ne $ustomer or to add inormationto an e1istin- $ustomer ltse te S+$ sear$ metod to ind and update e1istin- $ustomers ou$annot enter a ne $ustomer ater doin- a imple sear$


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0 te $ustomer ose sear$ $riteria tat ou entered alread e1ists5 tat $ustomerDs inormation ill bedisplaed 0 te sear$ $riteria tat ou entered does not produ$e a mat$ it an e1istin- $ustomer5ou ill be prompted to enter inormation about te ne $ustomer

Customer $umbering

Te Customer umber $an be -enerated automati$all b ra$leTe olloin- steps a$ieve tis

avi-ate to S$ S-amp$ S-amp$ O1amp

ele$t te T1amp 1 Camp$amp alternate re-ionCe$ te bo1 A2 Camp$ N$16N$ Assi-n ne $ustomers te eault $redit proile $lass en enterin- te $ustomer Customerervi$e or A$$ounts ampe$eivable $an update te proile $lass

ueramp a Range o Customers

Tere are 2 basi$ metods to ind a ran-e o Customers

bull 0n te Camp$amp 7 S- orm5

bull r5 b navi-atin- to te F1 Camp$ orm rom te Camp$amp7 S1 rom

0n eiter te A221amp R$2$0+$ or O$ M16$$1 ampesponsibilit

avi-ate to Camp$amp S-

Te Camp$amp 7 S- orm displas


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6uer Customers based on an Customer attribute ou must enter te name e1a$tl or Cli$ te+amp8+68 on te Tools menu to Fuer te Customer name

N$ Tis is a older indo5 so ou $an $ustomiEe o ou vie our data

To vie te details o a spe$ii$ $ustomer5 $oose te O$1 buttonTo vie all addresses or a spe$ii$ $ustomer5 $oose te A$ampamp$amp button


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To Fuer a ran-e rom te Camp$amp 7 S1 orm5

avi-ate to Camp$amp S1

Te Camp$amp 7 S1 orm displas

ele$t Q$- F1 Te F1 Camp$amp orm displas

nter data in te ields in te orm nterin- more data ill result in a more o$used sear$ 0n teCamp$ N$ ield5 even a partial entr is a$$eptable ele$t te F1 button to Fuer a ran-e o$ustomers meetin- te $riteria0 a Customer ame or a partial name as entered5 a List o alues or te Customers meetin- tatname is displaed0 te Customer ame ield is let blan5 te Camp$amp 7 S- orm displas it a list o

Customers meetin- te $riteria entered

Tis un$tion is useul or indin- a Customer name or ensurin- te Customer does not e1ist in tesstem prior to $reatin- a ne Customer


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nter a $e( Customer )uic Customer ntramp+

ltse 6ui$ Customer ntr to enter minimal $ustomer inormation ou $an add more detailedinormation later usin- tandard Customer ntr

avi-ate to Camp$amp Q29 N$

Camp$ H$$

nter te olloin- inormation

Customer ame nter a uniFue Customer ame Press F1 at te bottom o teorm to avoid dupli$ate $ustomer names5 Fuer e1istin-$ustomer names beore enterin- anoter

umber 0 ou are not usin- Automati$ Customer umberin-5 enter a

uniFue $ustomer umberAlternate ame nter an Alternate ame or tis $ustomer (ptionalTa1paer 0 nter te Ta1paer 0 or tis $ustomer as an additional

reeren$e (ptionalTa1 ampe-istration umber Te $ustomerGs uniFue ta1paer re-istration number Tis is

tpi$all used or te AT number or uropean $ustomers Te


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sstem prints tis number on our $ustomerGs invoi$es(ptional

A$ampamp$amp T

Tis orm is a readonl orm tat summariEes te addresses alread entered or tis $ustomer

To vie te details o a spe$ii$ address5 sele$t te O$1 buttonTo enter a ne address5 sele$t te N$ button

Coosin- an o tese options displas te Camp$ A$ampamp$amp orm

Bamp1$ampamp Pamp$ T (A$ampamp L$0$+)

ltsa-e ele$t te business purposes or tis address ou $an enter more tan business purpose usa-e or ea$ address Te usa-es deined in amp2i

arebull Bill To end invoi$es to tis address

bull ip To end our -oods or servi$es to tis address

bull tatements end our $ustomerGs statements to tis address

bull unnin- end our $ustomerGs dunnin- letters to tis

address


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bull Le-al ltse tis address as te $ustomerGs le-al site

bull )aretin- end maretin- $ollateral to tis address

T$+$81$amp T (A$ampamp L$0$+)

nter T$+$81$ I11 or tis Customer (optional


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C12amp T$+$81$amp T (ptional

nter te $onta$t details5 in$ludin- Lamp and Famp 1$5 T+$ M+ S5 and R$$$12$ (onlte Last and irst name are reFuired en enterin- $onta$ts

nter telepone numbers or ea$ $onta$t (optional 0 a pone number is entered5 te A$ C$

T$+$81$ N$ 1 T-$ are reFuired Tpes must be setup in advan$e and ten ma besele$ted rom te List o alues


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C12amp R+$amp T (ptional

nter te olloin-

es$ription ele$t rom te list o values to indi$ate te $onta$ts un$tion a$$onta$t ma ave multiple roles

Primar To indi$ate tat tis is te primar role or tis $onta$t5 $e$ te $e$ bo1 A $onta$t ma ave onl one primar role


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B19 A221amp T (ptional


A$$ount ame nter a$$ount5 or sele$t an a$$ount rom te list o valuesA$$ount umber eaults in i te A$$ount ame is entered

Primar Ce$ te $e$ bo1 i tis ban a$$ount is te primar one or tis$ustomer or $ustomer address

e$tive ates nter te $amp ou ant tis ban a$$ount to be a$tive in te F andT ields 0 ou do not spe$i an end date5 te sstem ill use tis bana$$ount indeinitel

N$ 0normation sould onl be illed in i ou ave automated our transa$tions it teCustomerGs Ban 0


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P-$1 M$8amp T (ptional

nter te olloin-

Pament )etod ame nter or sele$t one rom te list o values

Primar To use a parti$ular pament metod as te deault5 $e$te $e$ bo1 ne1t to tat pament metode$tive ates nter te dates tat tis pament metod ill be a$tive

Can-e te F ield to a date in te uture i ne$essarLeave te T ield blan i ou ant te pament metodto be a$tive indeinitel


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P+$ T1amp21 T

Te initial values in tis ield ill deault in rom te P+$ C+ampamp desi-nation at te $ustomer levelou ma update tese values at an time

N$ ot all ields in te Customer Proile Classes indo appear in te P+$ T1amp21alternate Tab

Tis Tab is used to update $redit5 pament terms5 or re$eipt inormation


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P+$ D2$1 P116 T (ptional

ltse tis Tab to update amp$$1 1116 112$ 286$amp 102165 and 21amp+$ ++16inormation


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P+$ A1amp T

ltse tis re-ion to update $amp and +amp or ea$ $urren$ in i$ tis $ustomer does business

N$ Te $an-es ou mae at te $ustomer level onl ae$t te proile $lass or tis $ustomer7 tedo not ae$t oter $ustomers usin- tis proile $lass


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nter a ne( customer )tandard Customer ntramp+

Te sstem lets ou enter ne and modi e1istin- inormation about our $ustomers ou $an entermultiple addresses or a $ustomer and assi-n a business purpose or ea$ address ou $an also deine$onta$t people5 ban a$$ounts5 pament metods5 telepone numbers5 and relationsips or ea$$ustomer Te sstem also lets ou $an-e a $ustomerGs status rom Active to Inactive and spe$ivariable ta1 inormation

Te basi$ ields reFuired or a ne $ustomer are Camp$ N$ N$ 1 A$ampamp($amp


Te olloin- se$tions e1plain te data to be entered in te various tabbed re-ion o tis orm

Camp$ H$$

Customer Tpe nter te Customer tpe i$ identiies te $ustomer as eiteran or-aniEation or as an individual person

r-aniEation umber Assi-n eiter manuall or automati$all to ever $ustomerHoever5 asso$iate more tan one $ustomer a$$ount it a


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sin-le or-aniEation or person number Tis enables ou to $reatemultiple $ustomers tat belon- to one or-aniEation or person

ame nter a uniFue Customer ame To avoid dupli$ate $ustomernames5 Fuer e1istin- $ustomer names beore enterin- anoter

Customer umber 0 ou are not usin- Automati$ Customer umberin-5 enter auniFue $ustomer umber

Alternate ame nter an Alternate ame or tis $ustomer (ptionalTa1paer 0 nter te Ta1paer 0 or tis $ustomer as an additional

reeren$e (ptionalTa1 ampe-istration umber Te $ustomerDs uniFue ta1paer re-istration number (ptional

Tis is also non as te AT number Te sstem prints tisnumber on our $ustomerDs invoi$es

Te sstem provides $ountrspe$ii$ validation o te ta1re-istration number Te validation rules are based on te value

o te D$+ C1- $+ in te S-amp$amp O1amp indoand te settin- o te D$+ C1- proile option

0 te value in te S-amp$ O1amp indo is te same as teD$+ C1- proile option5 te sstem validates te ta1re-istration number based on te rules o our deault $ountr 0tese values are dierent5 te sstem perorms no validation

Te sstem validates te ta1 re-istration number or teolloin- $ountries

Austria

Bel-ium 0tal eterlands pain

A$tive eaults as Ce$ed Ce$ tis bo1 to indi$ate tat te$ustomer is in an a$tive status 0 tis is un$e$ed5 te $ustomer be$omes 0na$tive ou $annot enter ne transa$tions or anina$tive $ustomer5 but ou $an pro$ess and appl paments toe1istin- transa$tions

C+ampamp21 T

Proile Class Assi-n a Proile Class to tis $ustomer ra$le assi-ns te proile $lass DEFAULT to ne $ustomers5 but ou $an sele$t an proile $lass tat ou ave deined

Tpe Te tpe o $ustomer ou are enterin- Internal is used to tra$$ustomers itin our $ompan ile External is used to tra$$ustomers outside our $ompan Te deault is 1ternal


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Class nter a Customer Class Tis is a userdeinable a to $lassiour $ustomers Tese must irst be setup as ampe$eivables 6ui$Codes5 and ten ma be sele$ted in tis ieldou ave te abilit to $reate dis$ounts in rder ntr based onte Customer Class (ptional

Cate-or nter Customer Cate-or Tis is a userdeinable ield5 i$ma be used to $ate-oriEe our $ustomers As it Class5Cate-ories must irst be setup usin- ampe$eivables 6ui$ Codes(ptional

Ta1 Code Te ta1 $ode to assi-n to tis $ustomer ou deine ta1 $odes inte Ta1 Codes and ampates indo ele$t an a$tive ta1 $odee1$ept tose o tpe DLo$ation Based Ta1D 0 ou are usin- temultiple or-aniEation support eature (multior-5 ou $an assi-na ta1 $ode at te $ustomer site5 but not at te $ustomer level

0 our ta1 metod is Sales Tax and ou ant ampe$eivables to$al$ulate ta1 based on our ipTo or BillTo address5 do notenter a ta1 $ode in tis ield 0nstead5 open te Addressesindo5 sele$t eiter te Bill To or ip To addressor tis $ustomer5 ten $oose pen nter a Ta1 Code in teBusiness Purpose etail indo5 ten save our or

0C Code Te tandard 0ndustr Classii$ation (0C $ode or our business ampe$eivables does not validate tis ield

Ta1 ampoundin- 0 our Ta1 )etod is AT (value added ta1 and te Alloverride option in te stem ptions indo is esG5 spe$io ou ant ampe$eivables to $al$ulate our AT amounts b

$oosin- a ampoundin- ampule Coose ltp to round ta1 $al$ulationsto te -reater amount5 on to round ta1 $al$ulations to telesser amount5 or $oose earest to round $al$ulations to tenearest de$imal point or inte-er

ou $an onl enter a Tlt R116 rule in te Customersindo i te Allo verride option in te stem ptionsindo is set to esG 0 Allo verride is esG5 te valuesou enter in te Customers indo tae pre$eden$e over tesettin-s at te sstem level

Ta1 Cal$ulation 0 our Ta1 )etod is AT (value added ta15 $oose a ta1$al$ulation level Coose DLineD to $al$ulate AT or ea$ invoi$eline Coose DHeaderD to $al$ulate AT on$e or ea$ invoi$e orea$ rate

ou $an onl enter a Ta1 Cal$ulation level i te A++O0$$ option in te S-amp$ O1amp indo is set to esG0 Allo verride is esG5 te values ou enter in te Customersindo tae pre$eden$e over te settin-s at te sstem level


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alesperson nter a primar salesperson or tis $ustomer Te sstem usestis as te deault en ou enter transa$tions or tis $ustomerN$ 0 our sstem is multior- enabled (as is amp2i5 ten tealesperson must be entered at te site level5 not at te $ustomerlevel

ales Cannel Te sales $annel to asso$iate it tis $ustomer ltse te rder)ana-ement Looups indo to deine ne sales $annels

ampeeren$e nter an reeren$e inormation it respe$t to a $ustomer A$ommon usa-e o tis ield is to store te $ustomer number romour le-a$ sstem or $onverted data ra$le ill assi-n aampeeren$e number i one is not entered

lt umber nter te un and Bradstreet umber or te $ustomer

O$ M16$$1 T (O1+)

0 ou are usin- ra$le rder )ana-ement5 te values ou enter ere be$ome deault values in tenter ales rders and te ampeturns indos a$$ordin- to te D$+16 R+$amp ou deine in ra$lerder )ana-ement ou $an override most deaults en enterin- orders or e1ample5 ou $an set uprules to deault pament terms rom te values ou deine or ipTo pament terms5 BillTo pamentterms5 pament terms deined at te $ustomer level5 and pament terms tat ou deine or our pri$elists

Tese values in$lude


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rder Tpe Te order tpe ou ant rder )ana-ement to enter as a deaultvalue in te ampeturns indo en ou enter returns or tis$ustomer rder tpe determines $ara$teristi$s o orders su$ aste order $$le5 deaultin- rules5 and demand $lass ltse terder Tpes indo to deine ne order tpes

0 ou are usin- te multiple or-aniEation support eature (multior-5 ou $an assi-n an order tpe at te $ustomer site5 but not atte $ustomer level

Pri$e List Coose te name o te pri$e list tat ou ant rder)ana-ement to use as te deault value in te ales rdersindo en ou enter an order or tis $ustomer ltse te Pri$eLists indo in rder )ana-ement to deine and maintain our pri$e lists

=A 0ndi$ator 0ndi$ates eter tis $ustomer is a -overnment a-en$ tatorders a-ainst =A (=eneral ervi$es Administration a-reementsin ra$le rder )ana-ement

ampeFuest ate Tpe etermines eter te sip date or arrival date ill be used asreFuest date

Lines 0nIip ets Automati$all pla$es order lines into sip sets ip sets are a-roup o order lines tat te user ould lie to sip to-eter

Lines 0nIArrival ets Automati$all pla$es order lines into arrival sets Arrival sets area -roup o order lines tat te user ould lie to arrive to-eter

Pus =roup $edule ate et tis value to res$edule a ole set (sip or arrival i a neline is inserted into an e1istin- set on a sales order line

arliest $edule Limit et te earliest s$edule limit Tis is te limit tat te sstemill loo out on te oriEon te number o das ou ave or te$ustomer As te available date is itin te s$edule limit it illautomati$all s$edule te line

Latest $edule Limit et te latest $edule Limit Tis is te limit tat te sstem illuse to loo out on te oriEon te number o das ou ave setor te Latest $edule Limit attribute or te $ustomer and aslon- as te available date is itin te s$edule limit it illautomati$all s$edule te line

versip 0nvoi$e Base 0ndi$ates eter to invoi$e or te ordered Fuantit or teulilled Fuantit

ip Partial 0ndi$ates eter tis $ustomer allos partial sipments o ordersin ra$le rder )ana-ement ou $an use tis ield as a deaultsour$e or our eaultin- rule or te ip Partial ield in teales rders indo

rei-t Terms Te rei-t terms to asso$iate it tis $ustomer rei-t termsdetermine eter te $ustomer is responsible or te rei-t$ar-es or an order ou $an use te rder )ana-ementLooups indo to deine rei-t terms


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ou $an use tis ield as a deault sour$e or our eaultin- ruleor te rei-t Terms ield in te ales rders indo

B Te point or lo$ation ere te onersip title o -oods istranserred rom te seller to te buer ampe$eivables uses te ipTo B and ten te BillTo B as te deault value en ouenter transa$tions ou $an deine B $ate-ories in teampe$eivables Looups indo it te looup tpe DBD

areouse Te standard sippin- areouse to asso$iate it tis $ustomer inra$le rder )ana-ement eine areouse suin- teO61=1amp indo in ra$le 0nventor

ltse tis ield as a deault sour$e or te eaultin- ampule orWarehouse ields in te ales rder indo ra$le rder)ana-ement also uses tis ield as one o te deault values in te

ampeturns indo (te amp)A eault our$e spe$iies te priorit ote deaults or te areouse ield in te ampeturns indo

ippin- )etod Te sippin- metod tat our $ompan intends to use to transportitems Te sstem irst uses te ipTo and ten te BillTorei-t $arrier as te deault durin- transa$tions entr einerei-t $arriers in te rei-t Carriers indo

0 usin- te )ultiple r-aniEation support eature5 ou $annotenter a $arrier at te $ustomer level7 ou $an onl enter a $arrieror a $ustomerGs Bill to5 ip to5 andJor unnin- site 0 ou arenot usin- multiple or-aniEations5 ou $an assi-n a $arrier to a

$ustomer and ea$ o teir site uses

ltse tis ield as a deault sour$e or te eaultin- ampules or teippin- )etod in te ales rder indo

ver ipmentToleran$e Te amount b i$ an over sipment $an e1$eed te ori-inal

order5 e1pressed as a per$enta-eltnder ipment Toleran$e Te amount b i$ an under sipment $an be less tan te

ori-inal order5 e1pressed as a per$enta-ever ampeturnToleran$e Te amount b i$ an over return $an e1$eed te ori-inal order5

e1presses as a per$enta-eltnder ampeturn Toleran$e Te amount b i$ an under return $an be less tan te ori-inal

order5 e1presses as a per$enta-e


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M9$16 T (O1+)

umber o mploees nter tis as statisti$al inormation

ear establised nter te ear te $ompan as establisedndin- )ont nter te endin- mont or te analsis ear and te

analsis ear (is$al earampevenue nter revenue or te $urrent ear and proKe$ted revenue

or te ne1t earAnalsis ear Te is$al ear to i$ te inan$ial inormation ou enter

or tis $ustomer reers (or e1ample5 number oemploees7 potential revenue

0ndi$ate eter te $ompan is a amp+$amp 1$5 a 2$5 or $an be amp$ amp $$$12$ b$e$inte appropriate $e$ bo1es

nter te $ustomerGs Mampamp1 S$$1 (ptional

A$ampamp$amp T


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Coosin- an o tese options displas te Camp$ A$ampamp$amp orm (see ne1t pa-e


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Te sstem lets ou enter5 add5 $an-e5 or dea$tivate $ustomer address inormation ou $an entermultiple addresses or ea$ o our $ustomers and spe$i one or more business purposes or ea$

address (su$ as ipTo or BillTo

Address HeaderCountr nter te Countr or tis address Te deault is te value o te

D$+ C1- ield in te S-amp$ O1amp indo5 but ou $an$an-e it on tis ormN$ 0 tis $ountr as a le1ible address stle assi-ned to it5 a popup indo ill displa te asso$iated address ormat

Address nter te street address or tis $ustomer in te address ieldsAlternate ame nter an Alternate ame or tis address ou $an onl enter

inormation in tis ield i te proile option AR Camp$amp 7

E1$ F$+amp is set to es0 Lo$ation nter te Lo$ation $ode or 0 transa$tionsCit nter te Cittate nter te tatePostal Code nter te Postal Code or te address

N$ 0 ou ave lo$ations loaded in our ta1 tables5 ou ma enter Kust te Postal Code and te values or Cit5 tate and Count illdeault in


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N$ ou must set te e1tent to i$ ou ould lie ra$le to validate te addresses ou enter inte S-amp$ O1amp orm

bull 0 ou set te Address alidation option to Error 5 ra$le ill not allo ou to enter an

address tat it $annot veri as a valid address based on our addressJta1 tables

bull 0 ou set te Address alidation option to Warning 5 ra$le ill arn ou tat te address

$ombination is not valid5 but it ill still let ou enter and save te address (Tis is tesettin- delivered it amp2i

bull 0 ou set te Address alidation option to one5 ten no address validation ill tae pla$e

ampeeren$e nter a ampeeren$e or tis address 0 ou do not enter a value in tisield5 te sstem -enerates a uniFue identii$ation number or tisaddress 0 $ustomers are imported usin- Customer 0ntera$e5 tesstem displas te ori-inal sstem address reeren$e or te address intis ield ou $annot $an-e tis value ater ou save our or

Lan-ua-e nter our Lan-ua-e o operations rom te list o installed lan-ua-esat our site (ptional

Cate-or nter a Cate-or or tis address ou deine our Address Cate-oriesin te ampe$eivables 6ui$Codes indo (ptional

usiness Pur$ose Ta ampAddress Level

ltsa-e ele$t te business purposes or tis address ou $an enter more tan business purpose usa-e or ea$ address Te usa-es deined in amp2iare

bull Bill To end invoi$es to tis addressbull ip To end our -oods or servi$es to tis address



address



Lo$ation a$ usa-e reFuires a Lo$ation ame amp2i is setup to ave ra$leassi-n te Lo$ation ame as a seFuential number Tis is done b$e$inte A2 S$ N$16 bo1 in te T1amp21amp1 Camp$amp alternate re-ion in te S-amp$ O1amp orm

Bill To Lo$ation nter (or ele$t a BillTo Lo$ation ere Tis lins a ipToLo$ation to a BillTo Lo$ationTis is it is best to assi-n an address a usa-e o BillTo irst (andsave so tat te BillTo Lo$ation ame ma be sele$ted in tis ieldor a ipTo Lo$ation


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Tis lin ill be observed in rder )ana-ement and ampe$eivables su$tat en a ipTo Address is entered or sele$ted5 its $orrespondin-BillTo Address ill deault in

Primar Ce$ tis bo1 to set tis as te primar lo$ation or te parti$ularBusiness Purpose ltsa-e or e1ample5 i te Primar $e$ bo1 is$e$ed or te ipTo ltsa-e5 tis address ill deault into rderntr and ampe$eivables orms as te sippin- address or te $ustomernl one Business Purpose ltsa-e $an be sele$ted as Primar

Ce$ or un$e$ te A20$ or P- $e$ bo1es as ne$essar

ou $an enter detail inormation spe$ii$ to te business usa-e or te site b sele$tin- te O$1 button at te bottom o te orm Te data entered in tis orm ill override te data entered at teeader level or te $ustomer

or e1ample5 ou ma enter a Tlt C$ at te ip To site level i$ ill override all oter deault

ta1 inormation or orders i$ are sipped to tat site Te alesperson is deined at te ip To orBill To site level onl

Based on te options setup in te eaultin- in rder )ana-ement5 ra$le ill irst loo to values ortese ields in te ipTo site Te ne1t sour$e or deault inormation ill be te Bill To ite5olloed b te Customer )aster level )an o tese ields ma also deault into te ales rder romoter sour$es5 su$ as rder Tpes5 A-reements5 or alues in te eaultin- ampules Tereore5 i


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$ertain ields are let blan on tis orm5 te ales rder $ould still ave deault values rom otersour$es

Ta1 Code Te ta1 $ode assi-ned to tis address 0 our ta1 metod is alesTa1 and ou ant ampe$eivables to $al$ulate ta1 based on ouripTo or BillTo address5 do not enter a value in tis ield 0tis ield is null5 ampe$eivables uses te ta1 $ode and rate ouassi-ned to tis $ustomer in te Customers indo

Ta1 ampe-istration umber Te $ustomerDs uniFue ta1paer re-istration number (ptionalPament Terms ampe$eivables uses te olloin- ierar$ to determine te deault

pament term or our transa$tions5 stoppin- en one is ound Bill To site 2 Customer Address 3 Customer

4 Transa$tion Tpeales Territor Te Territor le1ield to asso$iate it tis address ou deine

Territories in te C1$amp 1 T$$amp indoalesperson ele$t a alesperson0C Code Te tandard 0ndustr Classii$ation (0C $ode or our

business ampe$eivables does not validate tis ieldConta$t Te primar $onta$t person or tis business purpose or tis

addressemand Class ou deine emand Classes in te emand Class indo Tis

ield is used b ra$le )anua$turin-Car-es A$tivit Te deault inan$e $ar-es a$tivit or tis $ustomer ou $an

deine a$$ountin- rules or our ampe$eivables A$tivities to spe$io ampe$eivables a$$ounts or ta1 on inan$e $ar-es en$al$ulatin- ta1 on inan$e $ar-es5 ampe$eivables sear$es or aampe$eivables A$tivit irst at te $ustomer sipto site5 ten te billto site5 and ten te stem ptions indo5 stoppin- enone is ound

Internal (egion ampDetails ta

ou $an onl enter values in tis re-ion i tis is a ipTo site

Lo$ation Te lo$ation o inventor or tis business purpose address 0our site uses ra$le Pur$asin-5 enter te 0nternal inventorLo$ation and r-aniEation or our sipto business purposera$le Pur$asin- uses te $ustomer site use inormation to$reate internal sales orders en ou enter an internal reFuisitionor te lo$ation ou $annot $an-e te inventor lo$ation o asipto site i te lo$ation is bein- used on a reFuisition Also5 ou


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$annot assi-n te same inventor lo$ation to more tan one sipto site

r-aniEation Tis ield is or displa onl 0 te inventor lo$ation ou enteredis asso$iated it an or-aniEation5 te sstem displas teor-aniEation name in tis ield

ou $an onl enter values in tis re-ion i tis is a BillTo site and Allo verride is set to esG in teTax tabbed re-ion o te S-amp$ O1amp indo Te values ou enter ere tae pre$eden$e overtose deined at te $ustomer or sstem options level

Tax (egion ampDetails ta

Classii$ation Coose one o te Ta1 Classii$ations tat ou deined in teampe$eivables Looups indo (or e1ample5 Countr5 Provin$e5 or

tateCal$ulation 0 our Ta1 )etod is ATG (value added ta15 $oose a ta1

$al$ulation level Coose Line to $al$ulate AT or ea$ invoi$eline Coose Header to $al$ulate AT on$e or ea$ invoi$e orea$ rate

ampoundin- Coose a ta1 roundin- rule or transa$tions billed to tis siteCoose one o te olloin- roundin- rules

ltp Coose tis option to round ta1 $al$ulations to te-reater amount

on Coose tis option to round ta1 $al$ulations to

te lesser amount earest Coose tis option to round $al$ulations to te

nearest de$imal point or inte-er


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Other Details ) Accounts Ta

ampe$eivable A$$ount Te ampe$eivable a$$ount or tis address AutoA$$ountin- uses tis

value i ou $ose to derive te ampe$eivable a$$ount rom tetransa$tion billto site ou $an enter a value in tis ield onl ite business purpose or tis address is BillTo

ampevenue A$$ount Te ampevenue a$$ount or tis address AutoA$$ountin- uses tisvalue i ou $ose to derive te ampevenue a$$ount rom tetransa$tion billto site ou $an enter a value in tis ield onl ite business purpose or tis address is BillTo

Ta1 A$$ount Te Ta1 a$$ount or tis address AutoA$$ountin- uses tis valuei ou $ose to derive te Ta1 a$$ount rom te transa$tion billtosite ou $an enter a value in tis ield onl i te business purpose or tis address is BillTo

rei-t A$$ount Te rei-t a$$ount or tis address AutoA$$ountin- uses tisvalue i ou $ose to derive te rei-t a$$ount rom tetransa$tion billto site ou $an enter a value in tis ield onl ite business purpose or tis address is BillTo

Clearin- A$$ount Te Auto0nvoi$e Clearin- a$$ount or tis addressAutoA$$ountin- uses tis value i ou $ose to derive te


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Auto0nvoi$e Clearin- a$$ount rom te transa$tion billto siteou $an enter a value in tis ield onl i te business purpose ortis address is BillTo

ltnbilled ampe$eivable A$$ount Te ltnbilled ampe$eivable a$$ount or tis address AutoA$$ountin-

uses tis value i ou $ose to derive te ltnbilled ampe$eivablea$$ount rom te transa$tion billto site ou $an enter a value intis ield onl i te business purpose or tis address is BillTo

ltnearned ampevenue A$$ount Te ltnearned ampevenue a$$ount or tis address AutoA$$ountin-

uses tis value i ou $ose to derive te ltnearned ampevenuea$$ount rom te transa$tion billto site ou $an enter a value intis ield onl i te business purpose or tis address is BillTo

Tese are some o te ields in te Order anage+ent tab o te Camp$amp 7 S1 indo

T$+$81$amp T 7 Camp$ L$0$+ (ptional


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C12amp R+$amp T (O1+)




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A$$ount ame nter a$$ount5 or sele$t an a$$ount rom te list o valuesA$$ount umber eaults in i te A$$ount ame is enteredPrimar Ce$ te $e$ bo1 i tis ban a$$ount is te primar one or tis

$ustomer or $ustomer addresse$tive ates nter te $amp ou ant tis ban a$$ount to be a$tive in te F and

T ields 0 ou do not spe$i an end date5 te sstem ill use tis bana$$ount indeinitel



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Pament )etod ame nter or sele$t one rom te list o valuesPrimar To use a parti$ular pament metod as te deault5 $e$

te $e$ bo1 ne1t to tat pament metode$tive ates nter te dates tat tis pament metod ill be a$tive



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P+$ T1amp21 T


N$ ot all ields in te Customer Proile Classes indo appear in te P+$ T1amp21alternate re-ion

Tis re-ion is used to update $redit5 pament terms5 or re$eipt inormation


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ltse tis re-ion to update amp$$1 1116 112$ 286$amp 102165 and 21amp+$ ++16inormation


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R$+1amp8amp T (ptional

ra$le uses ampelationsips primaril to allo one $ustomer to pa te bills o anoter $ustomer

ame nter te $ustomer ou ant to relate to te Fueried $ustomer5 or sele$t a$ustomer rom te list o values ou $an $oose rom an $ustomer ou

previousl deined en ou enter a $ustomer name5 te sstem displas terelated $ustomer number5 and vi$e versa umber ltse tis ield to Fuer up te Customer A$tive B deault5 tis $e$ bo1 ill be $e$ed to ave tis as an a$tive relationsip

0 ou do not ant tis relationsip to be 20$5 un$e$ te A$tive $e$ bo1ampe$ipro$al Ce$ te $e$ bo1 to $reate a re$ipro$al relationsip beteen $ustomers ou

$an $reate relationsips beteen an $ustomers and indi$ate tat te relationsipis eiter 1$gt- or $22+en ou appl re$eipts to an invoi$e in a 1$gt- $+1amp85 te parent$ustomer $an appl re$eipts to te related $ustomerGs invoi$es5 but te related$ustomerGs re$eipts $annot be applied to te parent $ustomerGs invoi$esen applin- invoi$es to $ommitments5 a $ustomer $an onl appl invoi$es to$ommitments tat it ons or to $ommitments o a parent $ustomer to i$ it isrelated0 ou ant to let an $ustomer pa anoter $ustomerGs transa$tions5 ou do notave to deine relationsips or all $ustomers ou $an simpl set te S-amp$O1 Allo Pa-+ent o Unrelated Invoices to es

Comments nter an additional inormation about tis relationsip (optional


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age amp1 of ampamparwwwappsconersiontmpscratch0123amp4amp14doc




Tlt Elt$1amp

avi-ate to S$ Tlt Elt$1amp

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nter te N$ or N$ o te $ustomer or om ou ant to enter e1emptions5 or sele$t a$ustomer rom te list o values Coose ind to Fuer e1istin- e1emptions ou $an also enter nee1emptions

0 ou ant tis e1emption to onl appl to onl a parti$ular Lo$ation or ite or tis $ustomer5 sele$tte L21 or S$ name rom te List o alues


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0n te Elt$1amp blo$5 enter Tlt C$ Elt$1 P$2$16$ Elt$1 N$5 R$amp15E$20$ D$amp5 and a Samp (Ta1 1empt ampeasons must irst be setup in advan$e usin-ampe$eivables 6ui$ Codes

Te Tlt C$ is te $ode ro+ hich ou ant te $ustomer to be 1empt 0n oter ords5 i te$ustomer is normall $ar-ed ales Ta15 ten it is te ales Ta1 $ode i$ ou ant to enter in tisield o not enter 1empt in tis ield5 as tat ould be $reatin- an e1emption rom te 1empt Ta1Code

Te Samp ield determines te manner in i$ te ta1 e1emption is implemented

bull 0 te tatus o P- is sele$ted (te deault5 ten tis e1emption ill override te tandard

ta1 $ode or tis $ustomer

bull 0 te tatus o M1+ is sele$ted5 ten ou ma appl tis e1emption on a sales order or manual

invoi$e5 but it ill not deault in as te standard




Ta1 ampe-ion (etails tab3ter etails A$$ounts Tab3

Telepones Tab Customer Level (ptional 32Conta$ts Telepones Tab (ptional 34

Conta$ts ampoles Tab (ptional 3+Ban A$$ounts Tab (ptional 3Pament )etods Tab (ptional 3Proile Transa$tion Tab 38Proile o$ument Printin- Tab (ptional 39Proile Amounts Tab4ampelationsips Tab (ptional 4Ta1 1emptions 42


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