Adding Miscellaneous Customer Information

Field

Description

Initial Status Override

The default order status the system uses for all orders for this customer.

• If this field is blank, the system uses the default order status defined for this customer's ship via. If no order status is defined for the ship via, the system uses the default order status defined for the order taker's terminal. If no order status is defined for the terminal, the system assigns a status of C (Call When Complete) to the order.

• If the entry in this field is I (Invoice), the initial status in the order will be P (Pick Up Now). With a status of P, the order is invoiced when the user presses Esc.

• If the entry in this field is P (Pick Up Now), the system does not prompt for a required date in Sales Order Entry even if the Prompt For Required Date In Sales Order Entry control maintenance record is set to Y (always prompt) or D (user defined).

Sales Source Override

The sales source the system uses to override the normal sales source assigned to an order for this customer.

Shipping Branch Override

The default shipping branch the system uses for this customer. Override this branch number in Sales Order Entry, if necessary.

Pricing Branch Override

The default pricing branch the system uses for this customer. Override this branch number in Sales Order Entry, if necessary.

Required Date Lead Time

The number of days needed to deliver the product to the customer. If you leave this field blank, the system uses the current date as the required date.

In Sales Order Entry, the required date is today's date plus the number of days entered in this field.

If you are using Web Commerce, this field overrides the setting in the WOE Required Date Lead Time control maintenance record.

Max Early Ship Days

The number of days before the required date that an order can be shipped to this customer before the early shipment is classified as an unquality event and recorded by the Unquality Event Tracking Program.

SIC Code

This customer's four-digit Standard Industrial Classification (SIC) code. The Office of Management and Budget developed this code to facilitate statistical economic analysis and reporting of the state of the U.S. economy based on  production, trade, and service enterprises. Use this code to group businesses with similar production processes, and with Report Writer to sort customers.

Customer Select Code

A code that identifies in what kind of business the customer is involved, including whether they service commercial or residential customers. Use this information to filter customers for inclusion on some reports. One of the following options applies:

• If no Customer Select Codes are defined, nothing displays.

• If only one code is defined, that code is assigned.

• If more than one code is defined, select one from the list that displays.

Customer select codes are defined in the Valid Customer Select Codes control maintenance record.

Normal Delivery Time of Day

The time of day the delivery truck servicing this customer is scheduled to arrive at the customer's location. An on-the-hour time can be entered with a number including a for A.M. or p for P.M. Separate hours and minutes with a colon.

When a manifest includes delivery to this customer, the time assigned here is displayed in the DelTime field for the customer on the Shipping Manifest Queue screen. The system sorts stops using this time if  multiple customers are on a route within the same zip code.

If you do not set up ship via delivery information for this customer in the Dflt ShipVia field on the Customer Maintenance screen and in Ship Via Maintenance, the system uses the shipping information in this field.

D & B Number

Enter the customer's Dun & Bradstreet number, used to research the operational and financial background of a company.

A D&B® or D-U-N-S® Number is a unique nine-digit sequence recognized as the standard for identifying and tracking businesses worldwide.

A D&B Number provides a company with the following:

• Enhances the credibility of your business in the marketplace.

• Enables potential customers, suppliers, and lenders to identify and learn about your company.

• Provides the number to the U.S. government and corporations that require their suppliers and contractors to have a D&B Number.

Default P/O Number

The default purchase order number to assign to every order entered for this customer. If no default P/O number is entered in this field for a ship-to customer, the system uses the default P/O number entered for the associated bill-to customer.

The default P/O number is assigned to the Customer PO # field on the SOE Header screen and it can be edited.

Default Release Number

A control code that the customer can assign to an order for tracking purposes.

Enter a default release number to assign to every order entered for this customer. If no default release number is entered in this field for a ship-to customer, the system uses the default release number entered for the associated bill-to customer.

The default release number can be overridden in the Customer Rel # field on the SOE Header screen.

Accepts Substitutes?

Identifies whether the customer accepts substitute products. To allow substitutes, enter Y (default value), otherwise enter N.

Disable Duplicate P/O# / Order Check

This field works with the Duplicate Order Check and the Duplicate Customer P/O Number Check control maintenance records. If this field is set to:

• N – The two control maintenance records function normally.

• Y – The system will not check existing (open or invoiced) orders for this customer for a duplicate order or duplicate customer P/O number.

Note: We recommend you set this field to Y for a generic customer, such as Retail Cash Sale, who might generate many orders for the same product or customer P/O number.

Consignment Inventory? (Y/N)

To allow the customer to maintain consigned inventory for usage or resale, enter Y, otherwise enter N.

Under Ship-To

Identifies the ship-to customer who is maintaining the consigned inventory.

For example, if this is the customer record of a contractor working for a customer using consigned inventory. This contractor can use the consigned inventory of that ship-to customer. This contractor may be one of several crews working from a single parts trailer that is managed by the customer ship-to.

Note: Set the Consignment Inventory field to Y to activate this field.

Exclude Consignment Credits? (Y/N)

To exclude credits from consignment billings, enter Y, otherwise enter N.

Extra Handling Charge?

To charge the customer the auto-charge amounts set in Ship Via Maintenance, enter Y, otherwise enter N.

These charges apply only to the first generation of the order, regardless of the  setting in the Apply Extra Handling For Shipping To First Gen Only control maintenance record.

Commission Plan

Identifies the commission plan that will be used for sales made to this customer. This value overrides the commission plan assigned to the salesperson, but a commission plan entered on a sales order overrides this value.

Exclude from Index

Enter Y to exclude this customer record from index searches, otherwise enter N.

If the customer is a ship-to-only account, set this field to Y, and set the Exclude From Ship-To/Ship-From Selection If Excluded From Index control maintenance record to Y. This ship-to account will not be displayed in the ship-to selection list when creating a new sales order.

Time Zone

Indicates the time zone in which the customer resides.

The time zone displays in the header of the Customer Activity Log Tracker Entry screen of each tracker created for this customer.

Branch Demand Override

Assign the demand for shipments from a branch to this customer, regardless of from where the goods are shipped.

When a branch is entered in this field, a record is written to the PSUB file for this branch in addition to the shipping branch for each invoice.

This setting overrides the setting in the Assign Demand Forecast To Price/Ship Branch Or By Zip Code control maintenance record. Therefore, if a branch is specified in this field, the demand for all items for this customer are always applied to that branch.

Note: You must be assigned the CUST.DEMAND.BR.OVRD authorization key to access this field.

Allow Quantity Increase During RF Picking

Access this field by using the Misc Cust Info 2 hot key.

Enter one of the following:

• Y – Allows the pickers to increase the pick quantity for products that are flagged to allow quantity changes

• No – Prevents the pickers from increasing the quantities for products that are flagged to allow quantity changes.

Note: If you have level 2 or 4 of the RF.PICK.QTY.INCREASE authorization key, you can increase the quantity for products that are flagged to allow quantity increases, overriding this option at the customer level.