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.