Enter Miscellaneous Customer Info
Explanation
This activity is used to enter invoicing methods for a customer, and to set
up defaults for customer order type and supply chain information for an internal
customer. This includes defining either normal or collective invoices, internal
customer information, expiration date, and output settings. This mandatory task
is to be performed by a system administrator or an equivalent personnel.
Normal invoicing is used when each order is invoiced, regardless of whether
it is partially or completely delivered. Collective invoicing is used when the
customer is periodically invoiced, e.g., monthly, or group deliveries based
on a specified number of days and invoiced as a batch. You can also specify
the manner in which collective invoices should be created, based on the closing
dates of a month.
You can specify that a certain number of copies of the delivery note are
to be printed for a customer. You can enter any number of copies from 0 to 99.
The value 2, for example, means that one original of the delivery note and two
copies will be printed.
If the items on one order line ordered by a customer are sourced from several
sourcing alternatives, each source line will eventually create a new order line.
The Summarize Sourced Order Lines option indicates whether the customer
wants to see all order lines originating from one order line on the documents
sent, or if these order lines should be summarized. The Summarize Sourced
Order Lines option only applies for order confirmation. If the sourced
order lines have the same line no, delivery date, price, and discount, they
will be summarized.
When using internal order handling or inventory refilling, the sites that
execute internal orders are defined as internal customers and the order type
must be defined. The order type determines the order processing flow. The
Replicate Document Texts field defines whether or not the document texts
should be replicated to the pegged objects upon release of the customer order
and transferred to the supply site for inter-site orders.
You can specify that the deliveries should be confirmed on the order lines
of a customer order by selecting the Confirm Deliveries option.
For customer order deliveries which are not made via the shipment, you can
specify if the handling unit information should be unattached or not at the
customer order delivery. You can select different options from Handling
Unit at CO Delivery dropdown list.
Prerequisites
This activity has the following prerequisites:
- Basic data must be defined in the
Customer page,
the Customer/Order/General sub-tab.
- A coordinator must be defined in the Coordinator
page.
- A site must exist in the
Site page.
- An order type must be defined in the
Sales Basic Data page,
the Order Types tab.
- If you use order templates, an order template must be defined in the
Customer Order Template page.
- If using print control code, the print code must be defined in the
Sales Basic Data page.
- To specify the closing dates for a customer, select Collective Invoice
as the invoice type on the Customer/Order/Misc Customer
Info tab.
System Effects
As a result of this activity:
- Normal invoice delivered orders can be viewed in the
Create Customer Invoices page. Collective
invoice delivered orders can be viewed by cycle intervals in the
Create Collective
Customer Invoices page.
- The order type, order confirmation, delivery notes, print control, and
number of delivery note copies are set as default when a customer order
is created.
- The output settings determine whether or not order confirmation and
delivery note will be printed for this customer. The print control setting
determines how the components of a package part are displayed on the printouts.
- If an expiration date has been entered, the customer will be inactivated
in the IFS/Customer Order component's customer record at the defined date.
- A document text with a suitable output type that has been linked to
the customer will be transferred as the default value to any of the customer's
subsequent customer orders. Output types, phrases, and document phrases
are all managed in the
Document Text Administration page.
- If you select Replicate on the Replicate Document Texts
list, the document texts that are connected to a customer order are replicated
to the pegged objects upon release of the customer order. For the inter-site
order flow working with same database, this document text is transferred
to the internal customer order created on the supply site.
- If the Summarize Sourced Order Lines option is enabled, all
order lines originating from one order line will be summarized on the order
confirmation.
- If the Check Sales Group Setting option is enabled, the setting
on the sales group for each order line added to the customer order is checked.
The value of this option becomes the default value in the customer order.
- If the Confirm Deliveries option is enabled, deliveries will
be confirmed on the order lines of the customer order. The value of this
option becomes the default value of the customer order.
- If one or more days are specified as closing dates for a month, these
days will be used when the collective invoices are created. The closing
dates will be used to select the delivered order lines to invoice, based
on the shipment date compared with the closing date. All the lines that
have not been invoiced as yet and shipped before the closest closing date
will be included in the collective invoice, and the others will be excluded.
- If any of the options in the E-mail area in the Customer/Order/Misc
Customer Info tab are enabled, then in the automatic order processing,
an e-mail relevant to the option enabled, is sent to the customer.
- Based on the value selected from Handling Unit at Delivery
dropdown list, handling unit information will be unattached or
not upon customer order delivery.