WILLIAMS CUSTOMER MASTER MAINTENANCE 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 Y BOL Release Code N Lbl Type N
EDI Hold Flag N SO Ack Release Code N
EDI Network ID XXXX EDI Customer Price Flag N
Division ID Section ID
Default Price List MOS2 Default Volume Discount CLGV1
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 CUS MNT MESSAGE
F2=Command F3=Exit F4=Prompt F9=Inquiry
F10=Function Select F15=Rekey Data
This screen is used to maintain sales information for a Ship-to Customer. From this screen, you can add, change, inquire, or delete sales information The information maintained 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. If necessary, it can be changed on the Sales Information screen (AR630S03).
TAX EXEMPT
Optional. This field identifies whether or not the customer is exempt from taxes. You can use this field to add an exemption status. This field is for memo purposes only; there is no system processing behind this field.
ALLOW REMOTE SOURCING
Required. 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.
The default value for this flag is N (no).
STATE TAX/PST
Optional. (Field is 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
Required. This flag indicates whether direct shipments can be used with this customer's orders. Valid values are:
Y - Yes, allow direct shipment processing for this customer.
N - No, this customer does not want to be involved in direct shipment transactions.
The default value for this flag is N (no).
COUNTY TAX
Optional. 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
Required. This field determines the default format in which "parent" release sales order acknowledgments for this customer will be processed. Valid 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
The default value for this field is 'P' (printed form) Values other than 'P' are only valid for customers that are setup to use EDI.
SALES ORDER ACKNOWLEDGMENT DOCUMENT FORMAT FOR RELEASES
Required. 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
Optional. 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
Required. This field determines the default format in which the ship-to customer’s bill of lading copy will be processed. The ship-to customer’s BOL can never be printed. It can only be transmitted via EDI or not sent at all. Valid document formats are defined on Reference File category G61 . Valid values are:
E - Electronic transmission (EDI)
N - Neither paper copy nor electronic transmission
The default value for this field is ‘N’. The only valid value for non-EDI customers is 'N’. The valid values for EDI customers are 'E' and 'N’.
EDI CUSTOMER FLAG
Required. This flag identifies whether EDI transactions can be received from and transmitted to this customer. The default value for this flag is N (do not allow EDI transmissions).
BOL RELEASE CODE
Required. This field defines when BOLs will be generated. Valid BOL Release Codes are defined on Reference File category G63. The default value for this field is retrieved from Reference File category 029.
LABEL TYPE
Optional. This field determines 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
V - VDA Label Format Only (Synchro Labels Only)
If a Label Type is not entered, the default value is N.
AUTOMATIC EDI HOLD FLAG
Required (if the EDI Customer flag = Y). This flag identifies whether all incoming EDI sales orders for this customer should automatically be placed on EDI Order hold. The default value for this flag is N (no).
SALES ORDER ACKNOWLEDGMENT RELEASE CODE
Required. This field identifies when sales order acknowledgments will be generated. Valid sales order acknowledgment release codes are defined on Reference File category G62. The default value for this field is retrieved from Reference File category 029.
EDI NETWORK ID
Required (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
Required. 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. Valid values for this field are:
Y -- Accept the price submitted by the customer and do not place the sales order on EDI Price hold. This flag can only be set to Y if the EDI Customer Flag is set to Y.
N -- Do not accept prices submitted by the customer. N is the default value for this field.
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
Optional. 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
Optional. 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
Optional. This field identifies the default price list that will be used to calculate prices for all new sales orders entered for this customer. If entered, the price list must exist on the Price List Header File.
DEFAULT VOLUME DISCOUNT
Optional. This field identifies the volume discount that will default to all new sales orders entered for this customer. If entered, the discount must exist on the Discount Header File.
USER-DEFINED PRICING/DISCOUNTING FIELD 1
Optional. If entered, 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
Optional. If entered, 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.
MESSAGE 1/2/3 PRINT CODE
Optional. 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
Optional. 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
Optional. The standing order may be used to create a template or a 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. There will be no validation performed on this field on the customer master.
PART VALIDATION SEQUENCE OPTION
Optional. If entered, 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
Optional. This field is used to reference the ship-to customer's store number.
CUSTOM MESSAGE PRINT CODE
Optional. Identifies the custom message to be printed on the customer's sales orders.
CUSTOM MESSAGE
Required (if Custom Message is used). 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 - Validate any changes. If changes exist but are do not pass validation, highlight the fields in error. If there are no validation problems, this key takes you to the Partial Select screen (AR620S02).
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 the conversation without saving changes.
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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