Create Additional Details

This page allows you to create additional details pertaining to the customer code, which is displayed by default on launch of the page. The details specified in this page are saved at different levels LO, BU, Financial company and OU level. This page also allows you to create customer item details, customer item attribute details, financial details, selling restriction details, bank details, customer relationship details and contact person details.

You are permitted to view the price list and credit term details. You can also create notes pertaining to the customer in this page.

Select the “Create Additional Details” link at the bottom of the “Add Customer” page.

The "Create Additional Details" page appears.

The system displays the following details:

Customer Code	The customer code created in the “Add customer” page would be displayed here.
Customer Name	The name of the customer corresponding to the customer code would be displayed here.
Status	The status of the customer before clicking the “Save additional details” pushbutton is “Draft” and after clicking the “Save additional details” is ‘Active’, However if the customer is inherited in another OU, before Saving the additional details, nothing would be displayed in the status.

Enter the following details in the “Commercial Information” group box:

Nature Of Customer

Use the drop-down list box to select the nature of the customer Mandatory. The combo is loaded with “External”. The system displays “External” as the default value when the page is launched. Accounts are mapped separately for Internal and Group Company Customer in Account Rule Definition.

External – the customer outside the Logistic Organization.

Note: If Inter-company transactions is enabled in PPS Feature list, then the combo is loaded with External and Internal.

Business Unit	Use the drop-down list box to select the business unit to which the customer belongs, if the nature of customer is internal or group company. The values in the drop-down list box are populated from the “Organization Setup” business component. The system ensures that the entered business unit is in “Active” status of the given company from the “Organization Setup” business component.
Company Code	Use the drop-down list box to select the company code to which the customer belongs. The values in the drop-down list box are populated from the “Organization Setup” business component. If the nature of the company is set to “Group Company”, then the system ensures that this field is not left blank nor it is same as the company code corresponding to the login organization unit. If the nature of the company is set to “Internal”, then the system ensures that the entered company code should be the same as the company code corresponding to the login organization unit.
Customer Type	Use the drop-down list box to select the type of the customer Mandatory. The options available are “Domestic” and “Export”. The system displays “Domestic” as the default value when the page is launched.
Currency	Use the drop-down list box to select the currency in which the customer is going to transact Mandatory. The values in the drop-down list box are populated from the “Organization Setup” business component.
Tax Payer ID No.	The Tax Payer ID No. of the customer (Alphanumeric, 40).
Credit Term Code	The code indicating the credit term of the customer (Alphanumeric, 20).Mandatory.
	Help facility available.
Freight Term	Use the drop-down list box to select the freight term. The values in the drop-down list box are populated from the “Category” business component.
Pay Term	The pay term assigned to the customer (Alphanumeric, 15). The payment term master would maintain the payment terms. This will be defaulted in Quotation, Sale Order, Customer Direct Invoice, Customer Debit Credit Note and Customer Prepayment Invoice. Pay term is used for Adjustments in Customer Balance Adjustment and Run Aging in Credit Management.
	Help facility available.

Enter the following details in the “Sales Information” group box:

Order Type	Use the drop-down list box to select the type of order placed by the customer. The options available are “Normal Sale Order”, “Consignment Sale Order”, “Certificate On Delivery” and “Bill and Hold”. The option selected here is the default Order Type received from the Customer and should be defaulted in Sale Order.
Price List	Price List mapped to the customer. (Alphanumeric, 10). Pricing Engine seeks the Customer Price List to default the item price in Sale Order and Quotation if the order currency matches the customer default currency.
	Help facility available.

The system displays the following detail:

Price List Desc.

The description of the pricelist.

Enter the following details:

Sales Channel	Use the drop-down list box to select the sales channel. The values in the drop-down list box are populated from the “Category” business component. Sales Channel gets defaulted in Sale Order and It is one of the Parameters for the Sales Account Definition as well as for setting Pricing rules.
Consignment Sales	Use the drop-down list box to select whether the customer can have consignment sale order or not. The options available are “Yes” or “No”.
Consignment Billing	Use the drop-down list box to select whether the customer is billed in first in first out basis, last in first out basis or by reference. The options available are “LIFO”, “FIFO” and “By Reference”, and “None”. Based on which the customer will be billed for consignment sales after raising the Consumption Report. Consumption report marks the consignment inventory as consumed, based on the Last in First out (LIFO) logic, First in First out (FIFO) logic or By Reference of Lot / Sublot / Serial numbers of the consignment inventory. If Consignment sales are not allowed to customer, Consignment Billing should be set to "None". The customer is invoiced for the consumed inventory specified in the consumption report.
Processing Action	Use the drop-down list box to select the type of processing action for all the Items for the customer. This should be defaulted in Sale order. The options available are “Make”, “Dropship” and “Buy”.
Sales Person Code	The code identifying the sales person.
	Help facility available.

Enter the following details in “Shipping Information” group box:

Shipping Point	Use the drop-down list box to identify the default shipping point for the customer. Shipping Point would be defaulted in the Sale Order and the corresponding Pack Slip can be raised from the Shipping Point. The values in the drop-down list box are populated from the “Component Interaction Model” business component.
Transportation Mode	Use the drop-down list box to select the default Transportation Mode used for the customer. The values in the drop-down list box are populated from the “Category” business component.
Preferred Carrier	The preferred carrier for the customer (Alphanumeric, 20). This value will be defaulted in Sale Order.
	Help facility available.
Partshipment Allowed	Use the drop-down list box to specify whether partshipments are allowed to Customer or not. This will be defaulted in the Sale Order as Ship Partial flag. Ship Partial flag can be changed in sale order. If Ship Partial is "No" for sale order:
	The pack slip can not be created for the quantity less than order quantity,
	Allocation and Issue of pack slip quantity in part, will bring the pack slip status to "Staged" automatically. The complete pack slip quantity should be Allocated and Issued in Process Stage Pack Slip to ship the pack slip.
TranShipment Allowed	Use the drop-down list box to select whether transshipment is allowed for the customer or not. The options available are “Yes” or “No”.
Keep Secondary Stock	Use the drop-down list box to select whether to keep secondary stock for the customer or not . The options available are “Yes” or “No”. If Keep Secondary Stock is set to "Yes", the Secondary Stock for each Item (in stock UOM) can be specified in Customer Item Details page. Secondary Stock can be maintained for the customer in the Warehouse specified in the Customer Item Details Page.
Shipping Tol. +Ve	Negative Shipping Tolerance in percentage (Integer). This will be defaulted in sale order. If total shipped quantity is less than the order quantity but within the Negative Shipping Tolerance zone, the order will be closed.
Shipping Tol. -Ve	Positive Shipping Tolerance in percentage (Integer). This will be defaulted in sale order. The total shipped quantity can be more than the order quantity by quantity equal to Positive Shipping Tolerance.

Enter the following details in “General Information” group box:

Company Identification Ref.	Use the drop-down list box to select the reference rating agencies, which gives the Identification No. to the customers. It is defined in the ”Organization Setup” business component.
Identification No.	A number given to customer by the reference rating agency selected in Company Identification Reference. (Alphanumeric, 10).
Language	Use the drop-down list box to select the language of the customer.
D And B Code No.	The number indicating the Dun and Bradstreet code for the customer. (Alphanumeric, 18)
D And B Rating	The number indicating the Dun and Bradstreet rating for the customer. (Alphanumeric, 18)
SIC Code	The unique code identifying the standard industry classification of the customer. (Alphanumeric, 10)
ISO Code	The international standard organization code assigned to the customer (Alphanumeric, 6).
Market	Use the drop-down list box to select the type of market to which the customer belongs. For example, rural or urban. The values in the drop-down list box are populated from the “Category” business component.
Industry	Use the drop-down list box to select the industry to which the customer belongs. The values in the drop-down list box are populated from the “Category” business component.
Region	Use the drop-down list box to select the region to which the customer belongs. For example, North, South, East or West. The values in the drop-down list box are populated from the “Category” business component.
Segment	Use the drop-down list box to select the segment to which the customer belongs. The values in the drop-down list box are populated from the “Category” business component.
Sub Segment	Use the drop-down list box to select the sub segment to which the customer belongs. The values in the drop-down list box are populated from the “Category” business component.

Enter the following address details in the Address ID details multiline:

Address Id.	The unique code identifying the address of the customer (Alphanumeric, 12) Mandatory.
Address Line1	The first line of the address of the customer (Alphanumeric, 40) Mandatory.
Address Line2	The second line of the address of the customer, if any (Alphanumeric, 40).
Address Line3	The third line of the address of the customer, if any (Alphanumeric, 40).
City	The name of the city (Alphanumeric, 40).
State	The name of the state (Alphanumeric, 40).
ISO Country Code	The unique code identifying the country to which the customer belongs (Alphanumeric, 40) Mandatory. The system checks for the existence of the entered country code and also ensure that it is in “Active” status from the “Organization Setup” business component.
	Help facility available.
Zip Code	The zip code pertaining to the address (Alphanumeric, 20).
Phone No.	The phone number of the customer (Alphanumeric, 18).
Fax	The fax number of the customer (Alphanumeric, 40).
E - Mail	The e-mail id of the customer (Alphanumeric, 60).
INCO term	The terms of the freight acceptable between the customer and supplier (Alphanumeric, 12).
INCO Place Air	The place or destination point associated with the specified inco terms, if the mode of transport is air. (Alphanumeric, 40)
INCO Place Road	The place or destination point associated with the specified inco terms, if the mode of transport is road. (Alphanumeric, 40)
INCO Place Rail	The place or destination point associated with the specified inco terms, if the mode of transport is train. (Alphanumeric, 40)
INCO Place Ship	The place or destination point associated with the specified inco terms, if the mode of transport is ship. (Alphanumeric, 40)
Delivery Area Code	The unique code pertaining to the area where the goods are delivered. (Alphanumeric, 18) Mandatory.
	Help facility available.

Enter the following details in the “Default Address Id” group box:

Bill To Id.	The address identification number where the invoices, debit note or credit note needto be sent (Alphanumeric, 6) Mandatory. This number must match with one of the “Address Id” in the multiline. The value specified is the default Bill to Id of the customer.
Ship To Id.	The address identification number where the goods are to be shipped. (Alphanumeric, 6). The value specified is the default Ship To Id for the customer. This number must match with one of the “Address Id” in the multiline.
Order From ID	The address identification number from where the orders would be procured. This number must match with one of the “Address Id” in the multiline (Alphanumeric, 18). The value specified here is the default Order To address Id of Customer

Click the “Save Additional Details” pushbutton to save the specified details.

The status gets updated to “Active” once all the mandatory details are specified.

The system saves the customer details at various levels as follows:

At LO level

All the address details are saved at LO level.

At BU level

The customer information like Customer Type, Identification No., SIC Code, Industry, Sub Segment, Tax Payer ID No, D&B Code No, ISO Code, Region, Pay Term, Company Identification, Reference, D&B Rating, Market, Segment and Currency are saved at BU level.

At OU level

All the other information including status is saved at OU level.

To proceed carryout the following:

Select the “Customer Item Details” link at the bottom of the page to specify the customer item details.

Select the “ Specify Financial Details” link at the bottom of the page to specify the financial details.

Select the “Specify Default Bill / Ship To Customer” link at the bottom of the page to create customer relationship.

Select the “ Customer Item Attribute” link at the bottom of the page to create customer item attribute.

Select the “Specify Bank Details” link at the bottom of the page to specify bank details.

Select the “Add Contact Persons” link at the bottom of the page to create contact person details.

Select the “Specify Selling Restriction” link at the bottom of the page to create selling restriction details.

Select the “Attach Notes” link at the bottom of the page to specify notes.

Select the “View Credit Term” link at the bottom of the page to view credit term details.

Select the “View Price List” link at the bottom of the page to view price list details.

Select the "Specify Supplementary Details" link at the bottom of the page to specify the supplementary details.

Select the "Operational Checklist" link at the bottom of the page to record the checklist details for the customer.

Select the “Map Location Coordinates” link at the bottom of the page to record latitude and longitude details.

The system displays the following details:

Created By	The login user ID of the person who has created the customer component.
Created Date	The date on which the customer component is created.