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Documentation > MAC-PAC Reference Library > Financials > Accounts Receivable > Screens > Customer Master (1) > AR800S07 - Sales Information 2

AR800S07 - Sales Information 2

 

 

 WILLIAMS                   CUSTOMER MASTER INQUIRY                     1/11/96

 DSP01                        SALES INFORMATION 2                      DETAIL  

                                                                               

 Customer           AC               ANDERSEN CONSULTING                       

 Exempt                              Allow Remote Sourcing      N              

 State Tax          ILLI    .05000   Default Direct Ship        N              

 County Tax         COOK    .03000   SO Ack Document Format     P    Releases P

 City Tax           CHGO    .01000   BOL Document Format        N              

 EDI Customer Flag  N                BOL Release Code           N    Lbl Type N

 EDI Hold Flag      N                SO Ack Release Code        N               

 EDI Network ID                      EDI Customer Price Flag    N              

 Division ID                         Section ID                                

 Default Price List                  Default Volume Discount                   

 Customer Group                      Sales Region                              

              Print Msg                                                        

               Code Code         Message                                       

 Message 1     A    MS1   HANDLE WITH CARE           Standing Order            

 Message 2     B    MS2   FRAGILE                    Part Val Option           

 Message 3     C    MS3   COMES IN 7 COLORS          Store No 00000000003459139

 Message       D          CUSTOM OP CUST MNT MESSAG                            

                                                                               

                     F3=Exit             F5=Previous Screen  F6=Next Screen    

                     F10=Select          F17=Customer Notes                    

                                                                               

 

 

This screen is used to view sales information for a Ship-to Customer.   The information on this screen is used by the Order Processing and EDI modules.

CUSTOMER NUMBER

Display only.  This is the customer for which document information is being maintained.  It was entered on the Function Select screen (AR630S01).

CUSTOMER NAME

Display only.  This is the name associated with the specified customer number.

TAX EXEMPT

Display only.  This field identifies whether or not the customer is exempt from taxes.

ALLOW REMOTE SOURCING

Display only.  This flag indicates whether items ordered by this customer can be supplied from a remote source.  Valid values are:

Y - Yes, allow remote sourcing for this customer's orders.

N - No, this customer's orders cannot be outsourced.

STATE TAX/PST

Display only.  (This field is displayed as State Tax or PST depending on the Tax field on Reference File category 029).  In a US tax environment, this field indicates the state tax code to be applied to this customer's orders.  In a GST environment, it indicates the provincial sales tax to be applied to the orders.  If a valid code is entered, the system will automatically calculate the tax amount.  Valid state tax codes are maintained on Reference File category 304.  Valid provincial sales tax codes are defined on Reference File category 338.

DEFAULT DIRECT SHIP

Display only.  This flag indicates whether direct shipments can be used with this customer's orders.  Valid values are:

Y - Yes, allow direct ship processing for this customer.

N - No, this customer does not want to be involved in direct ship transactions.

COUNTY TAX

Display only.  This field indicates the county tax code to be used for this customer's orders.  If a valid code is entered, the system will automatically calculate the tax amount.  Valid county tax codes are maintained on Reference File category 305.

SALES ORDER ACKNOWLEDGMENT DOCUMENT FORMAT

Display only.  This field determines the default format in which "parent" release sales order acknowledgments for this customer will be processed.  Document formats are defined on Reference File category G61.  The only valid values for this field are:

P - Paper copy

E - Electronic transmission

B - Both paper copy and electronic transmission

Values other than 'P' are only valid for customers that are setup for EDI.

SALES ORDER ACKNOWLEDGMENT DOCUMENT FORMAT FOR RELEASES

Display only.  This field determines the default format in which "child" release sales order acknowledgements for this customer will be processed.  The default value of this field is taken from the Sales Order Acknowledgment Document Format field.  The valid values for this field are:

P - Paper copy

E - Electronic transmission

B - Both paper copy and electronic transmission

CITY TAX

Display only.  This field indicates the city tax code to be applied to this customer's orders.  If a valid code is entered, the system will automatically calculate the tax amount.  Valid city tax codes are maintained on Reference File category 306.

BOL DOCUMENT FORMAT

Display only.  This field determines the default format in which bills of lading for this customer will be processed.  Document formats are defined on Reference File category G61.  Valid values are:

P - Paper copy

E - Electronic transmission

B - Both paper copy and electronic transmission

N - Neither paper copy nor electronic transmission

Values other than 'P' are only valid for customers that are setup for EDI.  A code of 'N' is only valid for BOLs.

EDI CUSTOMER FLAG

Display only.  This flag identifies whether EDI transactions can be received from and transmitted to this customer.

BOL RELEASE CODE

Display only.  This field defines the release conditions for bills of lading that are on hold.  Valid BOL Release Codes are defined on Reference File category G63.

LABEL TYPE

Display only.  This field identifies the type of packing and shipping label printed for the customer's orders.  Valid values defined on Reference File category G99 are:

N -- Non-Barcoded Labels

1 -- Standard Barcode -- Part Number

2 -- Standard Barcode -- UPC Number

3 -- Standard Barcode -- Alternate Part Number

4 -- Standard Barcode -- Customer Part Number

AUTOMATIC EDI HOLD FLAG

Display only.  This flag identifies whether all incoming EDI sales orders for this customer should automatically be placed on EDI Order hold.

SALES ORDER ACKNOWLEDGMENT RELEASE CODE

Display only.  This field identifies whether or not sales order acknowledgments are generated automatically for shipments.  Valid sales order acknowledgment release codes are defined on Reference File category G62.

EDI NETWORK ID

Display only (if the EDI Customer Flag = Y).  This field identifies the network ID used by this customer for EDI transmissions.  This field is for information purposes only; no system processing is provided.

EDI CUSTOMER PRICE FLAG

Display only.  This flag identifies whether the customer's price, if submitted on an EDI order, will be used to price items for all incoming EDI sales orders.  Values for this field are:

Y -- Accept the price submitted by the customer, and do not place the sales order on EDI Price hold.

N -- Do not accept the price submitted by the customer.

H -- If the customer's price differs from the MAC-PAC price, then the sales order is placed on EDI Price hold, and the MAC-PAC price is used as the unit price.  If the customer does not submit a price, and this flag is set to H, then the MAC-PAC price will be used and the order will not be placed on EDI Price hold.

DIVISION ID

Display only.  A user-defined identification of a remote user's location; for example, WEST.  This field is used by the Sales Force Automation module in the uploading/downloading process.  Valid division IDs must exist on Reference File category I62.

SECTION ID

Display only.  A user-defined identification of a remote user's particular section; for example, SEC-B.  This field is used by the Sales Force Automation module in the uploading/downloading process.  Valid section IDs must exist on Reference File category I62.

DEFAULT PRICE LIST

Display only.  This field identifies the default price list that will be used to calculate prices for all new sales orders entered for this customer.

DEFAULT VOLUME DISCOUNT

Display only.  This field identifies the volume discount that will default for all new sales orders entered for this customer.

USER-DEFINED PRICING/DISCOUNTING FIELD 1

Display only.  This field is used to set up the user-defined key fields used on line discounts and price list/discount templates.  The name of this field is maintained on Reference File category D93.

USER-DEFINED PRICING/DISCOUNTING FIELD 2

Display only.  This field is used to set up the user-defined key fields used on line discounts price list/discount templates.  The name of this field is maintained on Reference File category D93.

MESSAGE 1/2/3 PRINT CODE

Display only.  This field identifies the document on which a customer message or Order Processing comment will be printed.  If entered, the code must exist on Reference File category 410.

CUSTOMER MESSAGE 1/2/3 CODE

Display only.  This field identifies the message to be printed on the customer's sales orders or other documents.  If entered, the code must exist on Reference File category 324.

STANDING ORDER

Display only.  The standing order number may be used to create a template or profile of frequently ordered items for a customer.  This order number will default to the Order Copy Prompt window and can be overridden when you perform the copy.

PART VALIDATION SEQUENCE OPTION

Display only.  This sequence must exist on Reference File category G89.  This sequence defines which part types will be validated and in which order the validation will occur.

STORE NUMBER

Display only.  This field is used to reference the customer's store number.

CUSTOM MESSAGE PRINT CODE

Display only.  Identifies the custom message to be printed on the customer's sales orders.

CUSTOM MESSAGE

Display only.  Used to enter the text for a custom message.  This message will be printed on the customer's sales orders according to the Custom Message Print Code.

COMMAND KEYS

Enter - Display the Function Select screen.

F3    - Exit program and return to previous menu.

F5    - Display the Draft Information screen.

F6    - Display the User-Defined Fields screen.

F10   - Return to the Function Select screen without processing the entered data.

F17   - Display the Bill-to Customer Notes screen.