Enter General Customer Order Info

Explanation

This activity is used to define general customer order information. This mandatory task is to be performed by a system administrator or an equivalent person.

General order information includes defining the statistical group, invoice customer, price group, salesperson, discount class, and currency, and whether the specific customer should be a template customer. 

You can connect the customer to a statistical group in order to use the information in statistical reports. You can invoice customer orders to a company other than the customer's company, e.g., the parent company. You can also connect the customer to a predefined customer price group that is connected to a price list, and to a general discount class.

You can also define a central invoice customer record, and define backorder information, which may be changed on each specific customer order.

You can create a template from this customer's settings, which allows to quickly enter a customer order for an unregistered customer, and to quickly register a new customer based on the existing customer's settings. In so doing, customer information is automatically copied from the template customer to the new customer, while additional information is entered in the Quick Customer Registration window.

Prerequisites

This activity has the following prerequisites:

• A customer statistical group must be entered in the Sales Basic Data/Customer Stat Groups window.
• To use an invoice customer, the invoice customer must be defined as a customer in the Customer window.
• To use a customer price group, the group must be defined in the Customer Price Group window.
• To specify a salesperson, that salesperson must be entered in the Sales Basic Data/Salesmen window.
• To indicate a market, the market must be entered in the Sales Basic Data/Markets window.
• Discount classes must be entered in the Sales Basic Data/Sales Discount Types window.
• Currency must be defined in the ISO Code Usage/Currency window.

System Effects

As a result of this activity:

• Default values are created when entering a customer order for the specific customer.

Window

Customer

Related Window Descriptions

Customer

Procedure

1. Open the Customer window and click the Order tab.
2. Query for the customer whose general customer order information you want to define.
3. On the General tab, select the customer statistical group from the List of Values in the Cust Stat Grp field, to connect the customer to a statistical group for statistical records.
4. To invoice customer orders to a company other than the customer's company, e.g., the parent company, select the invoice customer from the List of Values in the Invoice Customer field.
5. To connect the customer to a general discount class, select the price group from the List of Values in the Cust Price Grp field. 
6. To define the customer's contact, enter contact information in the Reference field.
7. To define the market for this customer, select the market from the List of Values in the Market field.
8. In the Discount Type field, select the general discount type for the customer from the List of Values. The percentage is populated.
9. To change the currency used for this customer, select a different currency from the List of Values in the Currency field.
10. To specify the hierarchy ID for this customer, enter the hierarchy ID.
11. To create a customer template of this customer's settings, select the Template Customer check box in the Order/General tab. When you copy a template customer to create a new customer, all supply chain information of this customer will also be copied onto the new record.
12. To allow quick registration of new customers based on this customer's template, select the Quick Registered Customer check box.
13. To define the sales representative for this customer, select the salesperson from the List of Values in the Salesman field.
14. To allow commissions for the salesperson, select the Commission Receiver check box.
15. Select the required backorder option for this customer using the Backorder Option list.
16. Select the Advance Invoice Full Payment check box to restrict the order from being released or reserved, if the full payment for any existing advance invoice has not been received.
17. Select the Receive Pack Size Charge/Discount check box, if the customer should receive pack size charge/discount.
18. Save the changes.