Setup Requirements for Customer and Vendor Maintenance

Following are the control maintenance records and authorization keys used for Customer and Vendor Maintenance.

Only a system administrator is authorized to set control maintenance records and authorization keys.

Customer and Vendor Maintenance Control Maintenance Records

The following control maintenance records relate to Customer and Vendor Maintenance.

ACCT (Accounting)

Set the following control maintenance records:

• A/P Over/Short Maximum Parameters

• Auto C/R Default Customer If Not Found

• Cash Over/Short Maximum Parameters

• Credit Card Default Reference Number

• Credit Card Level III Summary Line Item

• Default Auth Method for New Credit Cards

• Include Service Charges In Service Charge Calculation

• Maximum Collection Days Date

• Minimum Check Distribution Amount

• Valid ACH Formats

• Valid Cash Sources

• Valid Customer Statement Cycles

• Valid Invoice Select Codes

DLOT (Detail Lot Tracking)

Set the following control maintenance records:

• Valid Detail Lot Product Quality Ranks

• Valid Detail Lot Q/C Inspection Levels

EMAIL (E-mail)

Set the following control maintenance records:

• Corporate Customer

• Default E-mail Print Styles

• Valid E-mail Preference

• Valid E-mail Types

GENRL (General)

Set the following control maintenance records:

• Activity Trigger Subroutine Overrides

• Customer Classification Sort List

• Valid Customer Price Classes

• Vendor Classification Sort List

INVM (Inventory Management)

Set the following control maintenance record:

• Assign Demand Forecast To Price/Ship Branch Or By Zip Code

MAINT CUST (Customer Maintenance)

Set the following control maintenance records:

• Customer Maintenance Authorization Levels

• Customer Maintenance Authorization Levels For New Customers BT/ST

• Default Customer Price Class

• Default Customer Salesperson

• New Customer Maintenance Template

• Prompt To Copy Tax Information From Bill-Tos to All Ship-Tos

• User Defined Customer Notes

• Valid Customer Points Programs

• Valid Customer Invoice Status Codes

• Valid Customer Select Codes

• Valid Customer Types

• Valid Sale Categories

MAINT PROD (Product Maintenance)

Set the following control maintenance records:

• Valid Product Certification Codes

• Valid Product Zones

MAINT (Vendor Maintenance)

Set the following control maintenance records:

• Disable Home Branch Check In Vendor Maintenance

• User Defined Vendor Notes

• Valid Vendor Types

SFA (Sales Force Automation)

Set the following control maintenance record:

• SFA Administrator

POE (Purchase Order Entry)

Set the following control maintenance records:

• Capitalize Tax On Purchase Orders

• Default B/O Days For Purchase Orders

• Include Directs In Vendor Target Check When Printing a P/O

• Vendor Freight Terms

• Valid Vendor ASL Types

SOE (Sales Order Entry)

Set the following control maintenance records:

• Allow Sending Credit Card Level 3 Data

• Apply Extra Handling For StarShip/Clippership Shipping To First Gen Only

• Display Customers/Vendors Who Are Inactive At A Branch

• Display Products Within A Customer's Product Zones

• Duplicate Customer P/O Number Check

• Duplicate Order Check

• Enable Auto Routing On Creation Of Sales Order

• Exclude From Ship-To/Ship-From Selection If Excluded From Index

• Invoice Print Copies = 0, Q Status Invoices To Invoice Preview Queue

• Minimum Variance Before Last Price Reduction

• New SOE Customer Template

• Number Of Digits Of Accuracy For Product Weight

• Order Status Print Status Defaults

• Pass-Along Discount Holdback Percent

• Percent Of Order To Fill Before Automatically Shipping

• Use Last Price/Cost Logic

• Validate Name In 'Ordered By' Field Against Customer Contact

• Valid Product Matrix Types

TOE (Transfer Order Entry)

Set the following control maintenance record:

• Default Vendor Consignment on Transfers

WIP (Work Order Processing)

Set the following control maintenance record:

• Valid Vendor Work Order Process Codes

Customer and Vendor Authorization Keys

Set the following authorization keys:

• COGS.VIEW

• CONVERT.PROSPECT

• CREDIT.CARD.ACCT

• CREDIT.CARD.REQD.OVR

• CUST.CREDIT.EDIT

• CUST.BR.AUTH.ONETIME

• CUST.BR.AUTH.OVRD

• CUST.CERTIFY.EDIT

• CUST.DEMAND.BR.OVRD

• CUST.POINTS

• CUST.PRICING.EDIT

• CUSTOMER.MAINT

• CUSTOMER.MAINT.LEVEL

• ENTITY.PN.EDIT

• ENTITY.TRIGGER

• FREIGHT.TARGET.OVERRIDE

• INVALID.VEN.TYPES

• POE.ASL.RELEASE

• PRD.ZONE

• RF.PICK.QTY.INCREASE

• SLSMN.CUSTOMER.MAINT

• SOE.CREDIT.RELEASE

• VALID.VEN.TYPES

• VEN.BR.AUTH.ONETIME

• VEN.BR.AUTH.OVRD

See Also:

Customer Maintenance Overview

Creating Customer Records

Vendor Maintenance Overview

Creating Vendor Records