Manage Additional Option Setting

Managing additional options

Select the “Manage Additional Options” link under the “Create Customer Order” activity of the “Customer” business component.

The “Manage Additional Options” page appears.

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

Customer #

The code identifying the customer.

Customer Name

The name of the customer.

Customer Category

Use the drop-down list box to select the category of the customer. The drop-down list box displays the following: All Active values defined against Category Type "Customer Category" in the Maintain Category Code activity.

The system leaves this page blank by default.

Enter the following fields in the “Definition For” group box:

Category

Use the drop-down list box to specify the category based on which you wish to define operating parameters. The system lists the following options:

Procurement For Customer
Customer Stock Valuation
Customer Part Usage
Repair for Customer
Loan for Customer
Rent for Customer
Pool Evaluation
Warranty & Claim Billing
Consignment Part Sales

Note that the option ‘Warranty Claim & Billing” will be listed in this field only if ‘Warranty Provider’ is specified as the 'Nature of Customer' in the 'Edit Customer Main Information' link page in the current business component.

Click the “Search” pushbutton to display the search results.

The system displays the following fields in the “Parameter Details” multiline:

Category	The category to which the parameter belongs.
Parameter	Indicates the entity for which the parameter is set. See table.
Permitted Values	The permitted values for the attribute of the respective entity. For example, · Select 1 for “Yes” which indicates that the process parameter is required for the entity. · Select 0 for “No” which indicates that the process parameter is not required for the entity.
Value	The value of the parameter. Mandatory. Ensure that the value entered in this field is a valid value as defined in the “Permitted Values” column of the respective row.
Error Message	Indicates error in values specified.
Created By	The name and code of the user who set the parameter details.
Created Date	The date on which the parameter details was created by the user.
Last Modified By	The name and code of the user who last modified the parameter details.
Last Modified Date	The date on which the user last modified the parameter details.

Select the “Save” pushbutton to save the record.

The table below gives information on the various entities and their attributes

SN#	Parameter For	Process Parameter	Permitted Values
1	Procurement For Customer	Parts purchase on behalf of Customer	Specify '0' for 'Not Required' and '1' for 'Required'
		Default numbering type for Purchase Request	Specify a valid numbering type applicable for Purchase Request transaction
		Default numbering type for Auto Purchase Request	Specify a valid numbering type applicable for Purchase Request transaction
		Default numbering type for Purchase Order	Specify a valid numbering type applicable for Purchase Order transaction
		Default numbering type for Goods Inward Document	Specify a valid numbering type applicable for Goods Inward transaction
		Default numbering type for Exchange Issue	Specify a valid numbering type applicable for Exchange Issue transaction
2	Customer Stock Valuation	Valuation of Revenue Parts	Enter · 0 for Not Required · 1 for Required
		Valuation of Capital Parts	Enter · 0 for Not Required · 1 for Required
		Valuation of Stock Status - 'Cus-Nov'	Enter · 0 for Not Required · 1 for Required
		Valuation of Stock Status - 'CUSTOMER'	Enter · 0 for Not Required · 1 for Required
		Valuation of Stock Status - 'customer'	Enter · 0 for Not Required · 1 for Required
		Valuation of Stock Status - 'Customer Inventory'	Enter · 0 for Not Required · 1 for Required
		Valuation of Stock Status - 'Purchase For customer'	Enter · 0 for Not Required · 1 for Required
3	Customer Part Usage	Usage of other Customer stocks	Enter · 0 for Not Allowed · 1 for Allowed
		Default Stock Status for Buyer Furnished Equipment	Specify a valid stock status of Ownership ‘Customer’.
4	Repair for Customer	Parts Repair on behalf of Customer	Enter · 0 for Not Allowed · 1 for Allowed Note: Select “Allowed” if the respective customer part can be sent for external repair on behalf of the customer, else select “Not Allowed”.
		Default Numbering Type for Repair Order	Specify a valid numbering type applicable for Repair Order transaction.
		Default Numbering Type for Repair Receipt Transaction Amount	Specify a valid numbering type applicable for Goods Inward transaction.
		Default Numbering Type for Repair Order Issue	Specify a valid numbering type applicable for Repair Order Issue transaction.
5	Loan for Customer	Loan Parts on behalf of Customer?	Enter · 0 for Not Allowed · 1 for Allowed
		Default numbering type for Loan Order	Specify a valid numbering type applicable for Loan Order transaction.
		Default numbering type for Loan/Rental Receipt Transaction Document	Specify a valid numbering type applicable for Loan/Rental Receipt transaction.
		Default numbering type for Loan Order Issue	Specify a valid numbering type applicable for Loan Order Issue transaction.
6	Rent for Customer	Rent Parts on behalf of Customer?	Enter · 0 for Not Allowed · 1 for Allowed
		Default numbering type for Rental Order	Specify a valid numbering type applicable for Rental Order transaction.
		Default numbering type for Loan and Rental Receipt	Specify a valid numbering type applicable for Loan and Rental Receipt transaction.
		Default numbering type for Rental Order Issue	Specify a valid numbering type applicable for Rental Order Issue transaction.
7	Pool Evaluation	Part sales serviced through pool?	Enter · 0 for No · 1 for Yes
	Consignment Part Sales	Grouping option for auto generated Invoices	Enter '1' for 'Consumption Report level', '2' for 'Customer PO Level'
		Automatic Consignment Invoice Generation	Enter '0' for 'Not Required', '1' for 'Required - Fresh Status', '2' for 'Required - Authorized Status'.
8	Warranty Claims & Billing	Warranty Claim Required?	Specify: 0 for ‘Yes’ 1 for ‘No’
		Currency to be considered for Warranty Claims	Specify: '0' for ‘Customer Currency’ 1 for ‘Customer Order Currency’
		Default Pricelists for Warranty Claims/Bill	Specify: '0' for ‘Respective Pricelists of Customer’ '1' for ‘Respective Pricelists of Order’
		Default Numbering Type for Warranty Claim Quote	Any valid numbering type defined for the Transaction ‘Sale Quotation’
		Default Numbering Type for Warranty Billing	Any valid numbering type defined for the Transaction ‘Service Sale Billing’
9	Commercials	Approval of warranty claim quote	Enter: 0 for ‘Required’ 1 for ‘Not Required’
10.	Pool Evaluation	Part sales serviced through pool?	Enter: "0" for No "1" for Yes
11	Consignment Part Sales	Grouping option for auto generated Invoices	Enter '1' for 'Consumption Report level', '2' for 'Customer PO Level'
		Automatic Consignment Invoice Generation	Enter '0' for 'Not Required', '1' for 'Required - Fresh Status', '2' for 'Required - Authorized Status'.
12	Part Sales	Default Part Sale type for Auto Sale Order Generation.	Enter a valid Part Sale type with Program type as 'Regular Sales'. Ensure that the Part Sale type provided against the above parameter, is a valid Part Sale type as defined under 'Define Process Entities' and the parameter 'Part Sale Program Type' is not set as '1' for 'Consignment Sales'.