Entering sales point details for a customer

This page allows you to furnish information specific to a customer sales point. Tell me more

Select the “Edit Sales Point Information” link at the bottom of the main page.

The “Edit Sales Point Information” page appears.

Date Format

The format in which the date fields appears in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following fields in the “Customer Details” group box:

Customer #	The code identifying the customer for which the sales point information must be defined
Reference Status	The reference status of the customer, which could be “Active”
Customer Name	The name of the customer

Enter the following field:

Operational Status

Use the drop-down list box to set the operational status of the customer. The system lists the options “Active” and “Inactive”.

The system displays the following field:

Created At

The organizational unit in which the customer was registered

Restricted?

Select the hyperlinked value to view details of restrictions defined for the specific customer. The system displays the following values:

Yes - Indicates that the restriction definitions for a specific customer are available and active.
No - Indicates that the restriction definitions for a specific customer are removed or existing restriction definitions are removed or made inactive.

By default the system displays ‘No’ in this field during creation or modification of a customer record

Enter the following fields in the “Copy Details” group box to copy information from an existing sales point:

Sales Point

Use the drop-down list box to select the sales point with which the customer is associated. The system lists all the organizational units with which the customer can be associated.

Check one or more of the following boxes in the “Copy Options” field to copy sales point details. You must check at least one box if you have entered the sales point to be copied:

All	Check this box to copy all the details of the sales point.
Sales Point Information	Check this box to copy the main sales point information.
Price List Information	Check this box to copy the price list details pertaining to the sales point.
Customer Part Information	Check this box to copy the customer part details pertaining to the sales point.
Certificate Information	Check this box to copy the certification details pertaining to the sales point.
Default Bill To/ Ship To Information	Check this box to copy the default bill to/ship to customer details pertaining to the sales point.

Note: Data selection in the “Sales point” field is mandatory if you have checked any of the boxes in the “Copy Options” group box.

Enter the following fields in the “Invoice Information” group box:

Automatic Invoice Authorization	Use the drop-down list box to select whether the customer invoice can be automatically authorized or not. The system lists the options “Yes” and “No”.
Freight Billable	Use the drop-down list box to select whether the freight charge is billable to the customer or not . The system provides the options “Yes” and “No”.
Eligibility For Rebate	Use the drop-down list box to select whether the customer is eligible for rebate or not. You can select “Yes” or “No”.
Tax Exempt	Use the drop-down list box to select whether tax exemption is applicable to the customer or not. The system lists the options “Yes” and “No”.
Tax Exempt Certificate No.	The number identifying the tax exempt certificate (Alphanumeric, 18). This field is mandatory, if the “Tax Exempt” field is set as “Yes”.
Invoice Applicable	Use the drop-down list box to select whether the invoice is applicable to the customer or not . You can select “Yes” or “No”.
No. of Invoice Copies	The number of invoice copies applicable to the customer (Integer). This number must be positive. You must enter this field if you have set the “Invoice Applicable” field as “Yes”.

Enter the following fields in the “Shipping Information” group box:

Shipping Point	Use the drop-down list box to select the location from which the goods are shipped. The system lists all the organizational units at which the pack slip can be created.
Transportation Mode	Use the drop-down list box to select the mode of transportation of goods. The system lists the transportation mode categories defined in the “Category” business component.
Preferred Carrier	The carrier preferred by the customer for the shipment of goods (Alphanumeric, 20). Ensure that the carrier is already defined in the “Create Carrier” activity of the “Carrier” business component. Help facility available
Freight Term	Use the drop-down list box to select the freight term applicable to the customer. The system lists the freight terms defined in the “Category” business component.
Partshipment Allowed	Use the drop-down list box to select whether the shipment can take place in parts or not. You are provided with the options “Yes” and “No”.
Transhipment Allowed	Use the drop-down list box to select whether the goods can be dispatched through different transportation modes. You can select “Yes” or “No”.
Shipping Tol–Ve	The number indicating the shortage percentage, if the quantity of goods shipped is less than the required quantity (Integer). This number must be positive.
Shipping Tol +Ve	The number indicating the excess percentage, if the quantity of goods shipped is more than the required quantity (Integer). This number must be positive.

Enter the following fields in the “Default Address ” group box:

Bill To ID	Use the drop-down list box to select the default address ID to which the invoices, debit note or credit note must be sent. The system lists all Bill to address IDs associated to the customer in the “Create Customer Record” activity.
Ship To ID	Use the drop-down list box to select the default address ID to which the goods must be shipped. The system lists all Ship to address IDs associated to the customer in the “Create Customer Record” activity.
Order From ID	Use the drop-down list box to select the default address ID from which the orders would be taken. The system lists all the order from IDs associated to the customer.

Enter the following in the “Internal Contact Information” multiline.

Contact Category	Use the drop-down list box to select the contact category that you wish to create in the customer organization. The drop-down list box displays the following: Cust. Service Rep. and all Active category codes defined for category type "Contact Category" in the “Maintain Category Code” activity of Category.
Description	The description of the contact category as defined in the Maintain Category Codes activity of Category. Note: For Cust. Service Rep., the description that you see will be “Customer Service Representative”.
Employee #	The identification code of the employee nominated to the contact category, Mandatory. The employee # must be valid and Active as defined in the HRMS component Note: You cannot nominate more than one employee as Customer Service Representative. Help facility available
Employee Name	The name of the employee who has been nominated for the contact category or as Customer Service Representative.

The “Internal Contact Information” multiline displays the following current employment details of the employee.

Position Title	The name of the position that the employee occupies.
Job Title	The name of the job that the employee holds.
Department	The department in which the employee works.

Enter the following in the “Internal Contact Information” multiline.

Remarks

More details about the contact record.

Click the “Edit Details” pushbutton to update the sales point information for the customer.

On updation, the system associates the sales point to the customer and sets the operational status of the customer as “Active”.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the sales point information of the customer
Created Date	The date on which the sales point information was created
Last Modified By	The login ID of the user who last modified the sales point information of the customer
Last Modified Date	The date on which the sales point information was last modified

To proceed, carry out the following:

Select the “Edit Contact Persons” link at the bottom of the page to enter the contact person details of the customer.

Select the “Edit Default Ship/Bill To Customer” link at the bottom of the page to enter the inter-customer relationship information.
Select the "Maintain Carrier Account Information for Supplier /Customer"
Select the “Manage Additional Options" link at the bottom of the page to enter the additional details for the customer.

What you can do in this page

Enter invoice information

Enter shipping information

Identify default address IDs

Enter invoice information

You can enter invoice information for the customer.

Enter the fields in the “Invoice Information” group box to specify the details regarding the customer invoice processing.

Enter shipping information

You can enter shipping information such as the shipping point, transportation mode, preferred carrier, freight term and shipping tolerances.

Enter the fields in the “Shipping Information” group box.

Identify default address IDs

You can specify default address IDs to which the goods must be shipped, billed or from which the orders would be taken.

Enter the fields in the “Default Address ID” group box.

Entering sales point details for a customer – An overview

This page allows you to furnish information specific to a customer sales point. You can set the operational status of the customer in this page. You can also copy details from an existing sales point.

The following details can be entered for a customer specific sales point:

Invoice Information:

Whether the invoice can be automatically authorized or not
Whether the freight charge is billable or not
Whether the customer is eligible for rebate or not
Whether the customer is eligible for tax exemption or not
The tax exemption certificate number, if the customer is eligible for tax exemption
Whether the invoice is applicable for the customer or not
The number of invoice copies if the invoice is applicable to the customer

Shipping Information:

The location from which the goods must be shipped
The mode of transportation
The carrier preferred for the shipment of goods
The frieght terms and conditions
Whether shipment can be allowed in parts or not
Whether different modes of transportation is allowed for shipment or not
The shipping tolerances

Default Address ID Details:

The default address ID to which the goods must be shipped
The default address ID to which the goods must be billed
The default address ID from which the orders would be received

You can enter additional details for the sales point in the subsequent pages.