Enter Miscellaneous Customer Info

Explanation

Use this activity to enter invoicing methods for a customer, and to set up defaults for customer order type and supply chain information for an internal customer. This includes defining either normal or collective invoices, internal customer information, expiration date, and output settings. This mandatory task is to be performed by a system administrator or an equivalent personnel.

Normal invoicing is used when each order is invoiced, regardless of whether it is partially or completely delivered. Collective invoicing is used when the customer is periodically invoiced, e.g., monthly, or group deliveries based on a specified number of days and invoiced as a batch. You can also specify the manner in which collective invoices should be created, based on the closing dates of a month.

You can specify that a certain number of copies of the delivery note are to be printed for a customer. You can enter any number of copies from 0 to 99. The value 2, for example, means that one original of the delivery note and two copies will be printed.

If the items on one order line ordered by a customer are sourced from several sourcing alternatives, each source line will eventually create a new order line. The Summarize Sourced Order Lines check box indicates whether the customer wants to see all order lines originating from one order line on the documents sent, or if these order lines should be summarized. The Summarize Sourced Order Lines check box only applies for order confirmation. If the sourced order lines have the same line no, delivery date, price, and discount, they will be summarized.

When using internal order handling or inventory refilling, the sites that execute internal orders are defined as internal customers and the order type must be defined. The order type determines the order processing flow. Replicate Document Texts defines whether the document texts should be replicated to the pegged objects upon release of the customer order.

You can specify that the deliveries should be confirmed on the order lines of a customer order by selecting the Confirm Deliveries check box.

Prerequisites

This activity has the following prerequisites:

System Effects

As a result of this activity:

Window

Customer

Related Window Descriptions

Customer
Customer/Order/MiscCustomer Info

Procedure

  1. Open the Customer window.
  2. In the Identity field, search for the customer for whom you want to enter miscellaneous customer information.
  3. Click the Order tab, and then click the Misc Customer Info sub-tab.
  4. To define invoice generation in the Type list, click Normal Invoice (default) to invoice each order regardless of delivery completion, or click
  5. In the E-mail area, select the appropriate check boxe(s) depending on whether you want to e-mail the sales quotation, order confirmation, pro forma invoice and/or the invoice to the customer.