WILLIAMS CUSTOMER MASTER MAINTENANCE 6/03/94
DSP01 SALES INFORMATION 1 DETAIL
Customer AC Name ANDERSEN CONSULTING
Search ANDERSEN Address Line 1 69 W.WASHIINGTON ST.
Status ACTIVE Address Line 2 ROOM 2033
Creation Date 05/17/94 City CHICAGO State IL Zip 60602
Last Maint Date 05/17/94 Country USA UNITED STATES OF AMERICA
Language Code Order Ack Y Terms LH TEST SHIPPING TERMS
BO Priority AA Fill Code Route N1 SHIP ROUTE DESCRIPTION
Customer Disc .00000 Ship Via S1 SHIP VIA CODE 1
Price Code 0 Default Co/Loc 001 BRU Default Whs BEL
SA No Zone CHICAGO Cust Drives Dt Y
Sales Contact MIKE TAYLOR Phone 312 507 7535
Slspsn1 JD JOHN DOE Ext
Slspsn2 NED NED BRADDEN Fax 312 507 1043
Slspsn3 PBS SALESPERSON 001DW1XXXXXXX Carrier BANVAN
Slspsn4 PB4 SALESPERSON 001GES Shipment Leadtime 3
Territory 1 TER2 AMERICAN REGION Primary Bill-to AC
Territory 2 TER3 ASIAN REGION Primary Ord-by AC
Cust Exempt Flag Y Ship-to City Indicator 1 Ship-to Geocode 888888888
F2=Command F3=Exit F4=Prompt F9=Inquiry
F10=Function Select F15=Rekey Data
This screen allows you to enter the customer's address and the default values that will be used when sales orders are created for the customer.
CUSTOMER NUMBER
Display only. The customer number entered on the selection screen.
CUSTOMER NAME
Display only. The name of the customer whose information is being entered or displayed.
SEARCH
Optional. Text that can be used for custom searching or reporting. This field can be used to limit which potential customers are displayed when you are applying a payment to multiple customers in the Accounts Receivable module. The field defaults to one of the options chosen on Reference File category 300. This field can also be used to sort the Ship-to Customer valid values list.
ADDRESS
Required. Four lines are used to specify any mailing address:
Line 1 - Contains the first line of the address. No validation is performed.
Line 2 - Contains the second line of the address. No validation is performed.
Line 3 - Contains either a third, free-format address line or formatted fields for city, state, and zip code. The format of line 3 is determined by the address format specified on Reference File category 133. If city, state, and zip code are displayed (US address format), then the state code must be defined on Reference File category 326.
Line 4 - Country code and description. The entered country code must be defined on Reference File category 007 and is required if ESL/SSD processing is used. The description associated with the code is retrieved from the Reference File and displayed on the screen.
STATUS
Display only. Indicates whether the customer is active or inactive. The customer status can be changed by selecting the Activate or Deactivate transaction code found on the selection screen.
CREATION DATE
Display only. Used to display the date the customer was entered into the system.
LAST MAINTENANCE DATE
Display only. This is the last date this record was changed.
LANGUAGE CODE
Optional. If you wish to print out customer documents in the base system language leave this field blank. If you wish to have customer documents printed in a secondary language, fill this field with a valid language code from category D92. If this field is filled, all customer documents will print in the secondary language.
ACKNOWLEDGE ORDERS FLAG
Required. Used to indicate whether or not the customer should receive an acknowledgment of sales orders. There is no processing performed on this field, but valid values that are used as indicators are:
Y - Yes, a sales order acknowledgment will be printed.
N - No, an acknowledgment will not be printed. To prevent a sales order acknowledgment from printing for a customer, you must change the sales order acknowledgment release code on the Sales Information 2 screen to 'H'. Or, you can set the default for the sales order acknowledgment release code to 'H' on Reference File category 029 so that all customers in a particular company/location will have the sales order acknowledgment release code defaulted to 'H'.
SHIPMENT TERMS CODE
Optional, if only Accounts Receivable is installed. Required, if Order Processing is also installed. Identifies the customer's standard shipping terms. Valid values are defined on the Reference File category 321.
BACKORDER PRIORITY CODE
Optional. Identifies a customer's backorder priority. This field has no effect on system processing. Valid values are defined on Reference File category 411.
ORDER FILL CODE
Optional. Indicates whether this customer prefers their orders to be shipped complete, shipped once with whatever is available, or shipped as available. This is used as the default value when a sales order is created for this customer. Valid values are defined on Reference File category 417.
SHIPMENT ROUTE CODE
Optional, if only Accounts Receivable is installed. Required, if Order Processing is also installed. Identifies the shipment route assigned to the customer. Valid values are defined on Reference File category 320.
CUSTOMER DISCOUNT PERCENT
Optional. Indicates the discount percent used to calculate prices in the Order Processing module. This discount percent is deducted from the list price of each item ordered on a sales order.
SHIP VIA CODE
Optional, if only Accounts Receivable is installed. Required, if Order Processing is also installed. May be used to indicate special handling and method of shipment for a customer. Valid values are defined on Reference File category 319.
PRICE CODE
Optional, if only Accounts Receivable is installed. Required, if Order Processing is also installed. Identifies the default pricing method that will be used when calculating prices for this customer's orders in the Order Processing application All price codes defined on Reference File category 415 are valid except A - Price List.
DEFAULT COMPANY/LOCATION
Optional. Enter the default company/location to be used for this customer. This field is for memo purposes only; there is no system processing behind this field.
DEFAULT WAREHOUSE CODE
Optional. Identifies the warehouse typically used to fill and ship the customer's order. Valid values are stored on Reference File category 318. If this field is populated, it will default to the sourcing warehouse in the Sales Order Entry Maintenance conversation.
SALES ANALYSIS NUMBER
Optional. Memo field available for custom reporting (not used by the Sales Analysis module).
SHIP ZONE
Optional. This field identifies a geographic area associated with the customer into which orders will be shipped. The ship zone must exist on Reference File category G92.
CUSTOMER DRIVES DATE
Optional. This field is used when the customer requests a delivery date that is prior to the date calculated by normal system lead times. The field determines whether the Promised Ship Date for customer orders is overridden by the customer's Requested Dock Date or calculated by the system based on its normal lead times. If the Requested Dock Date is met by normal lead times, the system disregards the Customer Drives Date. Valid values are:
Y (yes) -- The Promise Ship Date is calculated based on the customer's Requested Dock Date, regardless of normal lead times. This overriding of the Promised Ship Date implies that you will process the order with a high priority in an attempt to reduce normal lead times to meet the customer's request.
N (no) -- If the Requested Dock Date is before the Promise Ship Date, the Promised Ship Date is calculated based on normal lead times, regardless of the Requested Dock Date. If the Requested Dock Date is after the Promised Ship Date, the Promised Ship Date is calculated based on the Requested Dock Date.
SALES CONTACT NAME
Optional. Identifies the name of the customer's representative to contact regarding sales.
SALES CONTACT PHONE
Optional. The telephone number where the sales contact can be reached. The number includes a country code, an area code, a telephone number, and a telephone extension
SALESPERSON 1 CODE
Optional if only AR installed; Required if OP and AR. Identifies a salesperson who serves the customer. Valid values are defined on Reference File category 315. Will be copied to the header screen for each sales order where this customer is the ship-to location.
SALESPERSON 2 CODE
Optional. Identifies a salesperson who serves the customer. This value will default to the sales order header each time a sales order is created for this customer. Valid values are defined on Reference File category 315.
SALES CONTACT FAX
Optional. The telephone number of the fax machine where the sales contact can be reached.
SALESPERSON 3 CODE
Optional. Identifies a salesperson who serves the customer. Valid values are defined on Reference File category 315. This field has no effect on system processing.
CARRIER CODE
Optional, required if OP is installed. Enter the code of the carrier to be used as the default carrier for the customer. This information will default at shipping/billing time and will also print on BOL paperwork. Valid values are defined on the Carrier Master File (CF160M).
SALESPERSON 4 CODE
Optional. Identifies a salesperson who serves the customer. Valid values are defined on Reference File category 315. This field has no effect on system processing.
SHIPMENT LEADTIME
Optional. The number of days required to deliver items to this customer. When a customer provides a requested date, this field determines the required ship date. This field cannot be less than zero.
SALES TERRITORY 1 CODE
Optional. Identifies a sales territory from which the customer is served. Valid values are defined on Reference File category 316.
PRIMARY BILL-TO CUSTOMER
Optional. Specifies the default bill-to customer that is associated with the customer being defined. When you:
o Enter a sales order, quote order, or postbilling transaction, AND
o Place in the Ship-to Customer field the customer whose sales information is currently displayed, THEN
o The customer in this field will be defaulted to the Bill-to Customer field on the order.
SALES TERRITORY 2 CODE
Optional. Identifies a sales territory from which the customer is served. Valid values are defined on Reference File category 316.
PRIMARY ORDERED-BY CUSTOMER
Optional. Specifies the default ordered-by customer that is associated with the customer being defined. When you:
o Enter a sales order, quote order, or postbilling transaction, AND
o Place in the Ship-to Customer field the customer whose sales information is currently displayed, THEN
o The customer in this field will be defaulted to the Ordered-by Customer field on the order.
CUSTOMER EXEMPT FLAG
Required. Designates whether a US Tax customer is exempt from being taxed. Y (yes) means that yes the customer is tax exempt, and N (no) the customer is not tax exempt and should be taxed. Displayed only if Vertex and US taxes are used, and the Tax Exemption and Ship-to Customer flags are set on Reference File category I79.
SHIP-TO CITY INDICATOR
Required. Designates whether the customer's address is within the city limits. Displayed only if Vertex and US taxes are used.
SHIP-TO GEOCODE
Required. Specifies the Geocode that is used by Vertex to calculate taxes. This field represents the customer's address. Displayed only if Vertex and US taxes are used.
COMMAND KEYS
Enter - Validate the screen data, update the Customer Master File, and display the next screen.
F2 - Display a window where a fast path option or mnemonic can be entered. Fast path allows the next menu selection to be made directly from this screen. When the window is displayed, pressing F3 will remove it.
F3 - Exit program without processing the entered data.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F9 - Enter the Customer Master Inquiry Program.
F10 - Return to the function select screen without processing the entered data.
F15 - Clear all fields that you have just entered in order to enter new data.
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