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04dis60s-customer

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    Unit 4Customer Configuration

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    4/29/2010

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    Unit 4Customer Configuration Unit Introduction .............................................................................................................. 1

    Unit Objectives .......................................................................................................... 1

    Terminology ............................................................................................................... 2 Customer Maintenance and Setup Cycle ........................................................................ 4

    Code Master Maintenance .............................................................................................. 5

    Code Master Maintenance Flow ................................................................................ 6

    Table Definition and Primary Codes .................................................................... 7 Salesperson Master Maintenance ................................................................................... 8

    Commission Code ..................................................................................................... 8 Customer Hierarchical Organization Structure................................................................ 9

    Business Model Customer Relationships ................................................................ 13 Customer Hierarchical Realignment ............................................................................. 16

    Customer Master Maintenance ..................................................................................... 18

    Mandatory Customer PO Number ..................................................................... 20

    Address Maintenance .............................................................................................. 21

    Address Type .................................................................................................... 22

    Line Level Ship-From Warehouse...................................................................... 23

    Master Listing .................................................................................................... 23 Notes Maintenance ....................................................................................................... 24

    Customer Item Cross Reference Maintenance ............................................................. 25

    Customer Item Cross Reference Listing ................................................................. 28

    Customer Item Cross Reference Inquiry ................................................................. 28 Unit of Measure by Customer ....................................................................................... 29

    Customer Configuration Review.................................................................................... 30

     Table of Contents 4-i

List of Figures

    Figure 4-1. Customer Maintenance and Setup Cycle ..................................................... 4 Figure 4-2. Code Master Maintenance Flow ................................................................... 6 Figure 4-3. Table Definition and Primary Codes ............................................................. 7 Figure 4-4. Customer Hierarchical Organization Structures ......................................... 10 Figure 4-5. Multi-Level Corporate Structure .................................................................. 11 Figure 4-6. Multi-Level Sales Structure ........................................................................ 11 Figure 4-7. Simple Structures....................................................................................... 12 Figure 4-8. Customer Organization Structure - Additional Address Information ........... 14

    Figure 4-9. Customer Organization Structure ............................................................... 15 Figure 4-10. Customer Realignment Example .............................................................. 16 Figure 4-11. Customer Realignment Process .............................................................. 17 Figure 4-12. Customer Master Maintenance Setup Flow.............................................. 18 Figure 4-13. Multiple Address Types ............................................................................ 21 Figure 4-14. Customer Address Master Maintenance .................................................. 22 Figure 4-15. Paperwork Notes may Print On ................................................................ 24 Figure 4-16. Customer Item Cross Reference.............................................................. 25 Figure 4-17. Default Relationships ............................................................................... 26 Figure 4-18. Unit of Measure by Customer................................................................... 29

     List of Tables

    Table 4-1. Example of Table ID and Primary Code Relationship .................................... 5

4-ii Supply Chain Management WorkshopStudent Guide

Unit Introduction

    This unit introduces configuration of customers. It covers Code Master Maintenance, Salesperson Master, corporate and sales organization structure setup and realignment, creating or maintaining a customer, Address Maintenance, and Customer Item Cross-Reference. Unit Objectives

    At the end of this unit you will be able to:

    ? Create a Salesperson Master.

    ? Create/Maintain a new customer.

    ? Perform a Corporate or Sales organization structure setup. ? Perform customer realignment.

    ? Create Customer Item X-Reference.

     Customer Configuration 4-1

Terminology

    Listed below are terms presented in this unit.

Business Model Customers Used to identify structures for sales reporting, Accounts

    Receivable, invoicing, pricing, etc. Code Maintenance Code Master Tables (SYS105) allows definition of valid values

    for codes used throughout BPCS, such as buyer code,

    commission code, and country code. These values are then

    validated when assigned to other master records like Item

    Master or Customer Master. Commission Code The two-character identifier for a customer, item, or salesperson

    commission code.

    Commission Rate The percentage of commission paid to a salesperson.

    Commission rates can be assigned to customer, item, and or

    salesperson commission codes. Up to three salespeople may

    split a commission, and the total percentages for the salespeople

    can exceed 100%.

    Customer Realignment A program used for resetting the sales or organizational

    customers associated with a certain customer master record.

    Electronic Data Application to application exchange of business documents

    Interchange (EDI) electronically between companies using public standard formats.

    Item Cross Reference Customer item cross-reference controls a relationship (X-Ref) identifying the customer’s name for a part number.

    Outbound Logistics OLM includes load building and shipping document print

    Management (OLM) functions and freight management capabilities. The features

    and functions of OLM are added to Supply Chain Management

    to ensure that BPCS provides seamless order processing

    capabilities.

    Primary Code Detail records to be validated such as commission code, country

    code, and item discount code. Replenishment In Warehouse Management, the process of moving stock from

    main storage to the picking area, thus ensuring sufficient stock

    is always kept in the picking area. Salesperson Code Used to represent a salesperson or sales area. 4-2 Supply Chain Management WorkshopStudent Guide

Salesperson Master The file (SSM) stores the six-digit salesperson number, and the

    salesperson’s name, address, phone/fax information, and

    commission code. At least one salesperson is required. Ship-To Master Address Master Maintenance (ORD100) creates and revises

    records in the file (EST). These are the delivery ship-to

    addresses for customers. Ship-to addresses can be different from

    the customer’s postal address. The ship-to address can be

    overridden at order entry time. Ship-to addresses can be printed

    in Ship-To Master Listing (ORD110). Table ID Code Master Tables allows definition of codes such as customer

    discount codes, margin line hold codes, and price source codes.

    The user is able to designate the type of code to be maintained

    by selecting the appropriate table ID.

     Customer Configuration 4-3

Customer Maintenance and Setup Cycle

    The figure illustrates the sequence required to set up customer and supporting master files, as

    well as the sequence for setting up various BPCS products integrated with Configurable Order

    Management.

    AccountsCountry CodesConfigurableSegmentsCodeCommission CodesEnterpriseModelsMaintenanceTax CodesAccountingEventsDiscount CodesMacrosPlanner Codes

    Taxing AuthoritiesTaxTax RateSystemCodesParameters

    FacilityTax Rate MaintenanceTables

    Item TypesLocationsItem ClassesLotsMulti-CurrencySalespersonsItemsTransactionMultipleSalesInventoryParametersCommissionAlternate Items EffectsCurrenciesAnalysisSetupReservations RatesContainersTransactionSetupSetupWarehouses Reason CodesAreas

    Payment TypesDistributionDistributionManufacturingPromotionsBank AccountsPlanning BillsAccountsPromotions, RelationshipsResourcesDataSpecialCustomer Types of MaterialReceivableDeals andShipping CalendarPlanningManagement PricesCustomer TermsSetupPricing SetupFacility PlanningSetupSetupList PricesCustomers DataBracketDocument PromotionsSequence

    Bank BranchesOutboundDraftPayment StatusAddressCustomerCustomerLogisticsManagementEDI ProtocolsMasterNotesItem X-RefManagementSetupPaymentDistributionsAgreements

    Figure 4-1 Customer Maintenance and Setup Cycle

4-4 Supply Chain Management WorkshopStudent Guide

Code Master Maintenance

    When creating customers, items, vendors, salespersons, and any other of the master records used

    in BPCS, the user is frequently using codes to represent identifiers for the master record.

    Customer creation, for example, requires that the customer type and country be entered. Code

    Master Maintenance (SYS105) allows standardized values to be created. These values then are

    promptable and validated, when creating master records. Code Master Maintenance will aid in

    the process of using the same abbreviations enterprise-wide throughout BPCS.

    Two main components of Code Master Maintenance are:

    ? Table IDs?Designate the type of code to be created or revised, such as COUNTRY.

    ? Primary Codes?The detail values which are eligible for assignment to a master record, such

    as SPAIN. Spain would be a primary value for the COUNTRY table ID.

    Code Master Maintenance enables users to define either Table IDs or Detail Records within a

    given Table ID. Multiple primary codes may be created or existing records revised or deleted.

    BPCS will not allow revision or deletion of certain pre-defined values.

    Primary records that are defined will be validated in maintenance and/or transaction programs.

    Users are able to establish Table IDs and records for any of their own values or manipulate

    selected values within pre-defined Table IDs. Once a primary record is created for a Table ID,

    the field will be validated in all future processing.

    This table illustrates possible examples of the Table ID and primary code relationship.

    Table ID Primary Code

    Country SPN

    USA

    AUS

    Commission Code S1

    C1

    M1

    Table 4-1. Example of Table ID and Primary Code Relationship

     Customer Configuration 4-5

Code Master Maintenance Flow

    The figure illustrates the Code Master Maintenance flow.

    Select from the Order Processing Maintenance Menu.Code Master

    Maintenance

    Lists the records in the Table Master file (ZCT) based on the filterTable IDwindow selectionSelection

    Provides the user the ability to define specific characteristics associatedTable IDwith Table ID record and access Primary Codes for selected Table ID.Maintenance

    Displays list of Primary Code records (ZCC) associated with the Table ID.Primary CodePrimary code records may be created, revised, copied, deleted, displayed,

    printed, or positioned to. Selection

    Define specific information for the Primary Code record being processed.Primary Code

    Maintenance

    The translate action displays s a list of Alternate Code recordsMulti-associated with Primary Code.Language

    Definition

    Provides user the ability to prompt and select a new record from a specific

    Table ID.Code

    Master

    Window

    Figure 4-2 Code Master Maintenance Flow

    ? Note

     Code Master Maintenance provides the ability to print the description of the unit of

    measure on certain documents such as the Bill of Lading and Packing List and to better

    describe the package size. Units of measure may be optionally defined in the Code

    Master file. Where required in document printing, the applicable unit of measure

    description may be printed after the existing two-character unit of measure code. Users

    may define descriptions in different languages for the same unit of measure.

4-6 Supply Chain Management WorkshopStudent Guide

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