Editing commercial information for a customer

You can enter the business or commercial information pertaining to the customer in this page. Tell me more

Select the “Edit Commercial Information” link in the “Select Customer” page.

The “Edit Commercial 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 commercial information must be entered
Reference Status	The reference status of the customer, which could be “Under Creation” or “Active”
Customer Name	The name of the customer
Created At	The organizational unit in which the customer was registered

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

Customer Type	Use the drop-down list box to select the type of the customer. Mandatory. The system lists the following options: Domestic – Indicates that the customer is a local customer Export – Indicates that the customer is a foreign customer
Currency	Use the drop-down list box to select the currency in which the customer transacts. The system lists all the currencies defined in the “Maintain currency Information” activity of the “Enterprise Setup” business component. The system sets this field as the currency pertaining to the login organizational unit.
Credit Term Code	The code identifying the credit term associated with the customer (Alphanumeric, 20). Ensure that this code is already defined in the “Create Credit Term” activity of the “Credit Management” business component and is in the “Active” status.
Pay Term	The code identifying the pay term associated with the customer (Alphanumeric, 25). Mandatory. Ensure that the pay term is already defined in the “Create Pay Term” activity of the “Pay Term” business component and is in the “Active” status. Help facility available
Tax Payer ID No	The tax payer number given to the customer (Alphanumeric, 40)
Dunning Required	Use the drop-down list box to indicate whether dunning is required or not. The system lists the options “Yes” and “No”.
General Contract Evaluation	Use the drop-down list box to specify for which line of operation general contract evaluation is allowed. The system lists the following options: Allowed for MRO Allowed for Flight Ops. Allowed for Both MRO & Flight Ops. Not Allowed By default the system leaves this field blank.

Enter the following field in the “Part List Information – Part Sale” group box:

Part Price List #

The code identifying the default part price list to be used in the Part sale transaction for particular customer to compute prices of the parts

Ensure that the value entered in this field is a valid part price list revision number that is in “Active” status.

Help facility available

Enter the following fields in the “Part List Information – Service Sale” group box:

Service Price List #

The code identifying the default service price list to be used in the Service sale transaction viz.., customer order for particular customer to compute prices of the resources consumed against the job performed.

Ensure that the value entered in this field is a valid service price list revision number that is in “Active” status.

Help facility available

Part Price List #

The code identifying the default part price list revision number that is to be used in the Service Sale transaction, that is customer order for particular customer to compute prices of the parts consumed against the job performed.

Ensure that the value entered in this field is a valid part price list revision number that is in “Active” status.

Help facility available

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

Collector #

The employee code identifying the collector of the invoice amount (Alphanumeric, 40)

Help facility available

Send Statement

Use the drop-down list box to specify whether a statement must be issued or not. The system lists the options “Yes” and “No”.

Statement Interval Days

The number of days representing the interval within which the send statement must be issued

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

Credit Check Action

Use the drop-down list box to specify the credit check action for the customer. The system lists the following option:

Do Not Check – Select this option if you do not wish to perform credit checking.

The system displays “Do Not Check” by default.

Credit Currency

Use the drop-down list box to select the credit currency applicable for the customer. The system lists the base currency defined in the “EMOD” business component, along with the value set as default or selected in the “Currency” field in the header.

Enter the following fields:

Single Order Limit	The order limit for a single order for the customer (Integer)
Total Order Limit	The total order limit pertaining to the customer (Integer)
Note: If “Single Order Value Limit” and / or “Total Order Value Limit” is entered, then ensure that the data selection in “Currency” field is mandatory.
Receivable Grace Days	The number of grace days within which the invoice amount must be received from the customer (Integer)
Discount Grace Days	The number of grace days within which the customer gets the discount (Integer)
Residual Write off %	The residual write off percentage specified for the payment made by the customer (Integer).
Residual Write off Amount	The amount that corresponds to the residual write off percentage (Decimal)

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

Company Identification Reference	Use the drop-down list box to select the company identification reference. The system lists all the company codes defined in the “Maintain Company Information” activity of the “Enterprise Setup” business component.
D&B Code No.	The number identifying the Dun and Bradstreet code for the customer (Alphanumeric, 18)
D&B Rating	A number identifying the Dun and Bradstreet rating for the customer (Alphanumeric, 18)

Note: D&B (formerly Dun & Bradstreet) has implemented a proprietary system that expands the U.S. SIC code system by appending up to four additional digits to the standard four-digit SIC code, allowing more specific business definitions.

D&B Code: The D&B DUNS Number is a unique nine-digit identification sequence, which provides unique identifiers of single business entities, while linking corporate family structures together. Companies worldwide use the D&B DUNS numbering system to link information about suppliers, customers, and trading partners, providing a more complete picture of the risk and opportunity in their business relationships.

SIC Code

The code identifying the Standard Industry Classification (Alphanumeric, 10)

Note: SIC Code: The Standard Industrial Classification (SIC) Code is a U.S. Department of Commerce system that organizes all industry types in the U.S. Each business establishment is classified according to its primary activity, signified by a four-digit SIC code.

ISO Code	The International Organization for Standardization code given to the customer (Alphanumeric, 6)
Market	Use the drop-down list box to select the type of market. For example, rural, urban. The system lists the values defined under “Market” category type in the “Create Category Type” activity of the “Category” business component.
Industry	Use the drop-down list box to select the industry to which the goods belong. The system lists the values defined under “Industry” category type in the “Create Category Type” activity of the “Category” business component.
Region	Use the drop-down list box to select the region in which transaction takes place. For example, north, south, east and west. The system lists the values defined under “Region” category type in the “Create Category Type” activity of the “Category” business component.
Segment	Use the drop-down list box to select the segment of the goods being shipped. The system lists the values defined under “Segment” category type in the “Create Category Type” activity of the “Category” business component.
Sub-segment	Use the drop-down list box to select the sub-segment of the goods being shipped, if any. The system lists the values defined under “sub-segment” category type in the “Create Category Type” activity of the “Category” business component.

Enter the following fields in the 'Email Information' group box:

Automatically send Inv. Info on Authorization

Use the drop-down list box to specify whether auto email is required on invoice authorization. You can select from the options ‘Yes’ or ‘No’.

By default the system displays ‘No’ in this field.

Email ID 1

The email address to which the invoice is preferred to be sent.

Email ID 2

Another email address to which the invoice is preferred to be sent.

Click the “Edit Details” pushbutton to update the commercial details of the customer.

To proceed, carry out the following:

Select the “Maintain Entity Level Identification Ref.” link at the bottom of the page to record the supplier’s tax registration number at a tax region level.

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

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

What you can do in this page

Identify the customer type

Associate credit term to a customer

Associate pay term with a customer

Enter credit details

Identify the customer type

You can identify whether the customer is local or foreign agency.

Select “Domestic” in the “Customer Type” field to identify the local customer
Select “Export” in the “Customer Type” field to identify a foreign customer.

Associate credit term to a customer

You can associate a credit term to the customer. Credit terms are used to have periodic checks on the bill-to customer’s credit worthiness as well as throw up warning or hold messages at the time of order creation itself.

Enter the credit term code in the “Commercial Information” group box.

Associate pay term with a customer

You can associate a pay term with the customer. Pay terms indicate the details regarding the credit enjoyable by the bill-to customer for a specific invoice raised against the customer.

Enter the credit term code in the “Commercial Information” group box.

Enter credit details

You can enter information pertaining to the credit of the payment.

In the “Credit Check Action” field,

Select “Hold Order Acceptance” to hold the customer order acceptance, if the balance applicable for the customer in Customer inquiry balance is lesser than the Single Order Value Limit / Total Order Value Limit specified in this page.
Select “Hold Order Release” to hold the customer order release, if the balance applicable for the customer in Customer inquiry balance is lesser than the Single Order Value Limit / Total Order Value Limit specified in this page.
Select “Hold Pack Slip” to hold the pack slip if the balance applicable for the customer in Customer inquiry balance is lesser than the Single Order Value Limit / Total Order Value Limit specified in this page.
Select “Hold Order & Shipping” to hold the customer order and shipping, if the balance applicable for the customer in Customer inquiry balance is lesser than the Single Order Value Limit / Total Order Value Limit specified in this page.
Select “Do Not Check” if you do not wish to perform credit checking.
Specify whether the customer needs to be warned in case of payment overdue by selecting appropriate option in the “Dunning Required” field.
Enter the order limits for the customer orders.
Specify the number of grace days for receiving the amount from the customer and providing discount to the customer.
Enter the residual write off details.

Entering commercial information for a customer – An overview

You can enter the business or commercial information pertaining to the customer in this page. You can specify whether the customer is a domestic or foreign customer. You can identify the currency in which the customer transacts. The credit term, pay term and taxpayer ID details can be entered. In addition to these, you can enter the information pertaining to the invoice sent to the customer. Also the credit details including the order limits, receivable and discount grace days, residual write off percentage and corresponding write off amount can be specified.

You can add general commercial information such as the Dun and Bradstreet code, SIC code, ISO code, market, industry, segment and sub-segment of the industry of the customer.