Processing Options - Add/Change Customer Information - PQ670112
Interoperability
| Name | Explanation |
|---|---|
| XML | Version used for XML Interoperability SmartCommerce Products Do Not Use |
Defaults
| Name | Explanation |
|---|---|
| Default search type upon an add | Search Type (Defined Code 01/ST) to be stored by default in the Address Book Master table. Example: C = Customers, V = Suppliers |
| Search Type Field | Disable / enable search type field 0 or Blank = Disable |
| AB Field | Disable / enable address book number field upon an add 0 or Blank = Disable 1 = Enable |
| Default Code | Default selection upon an add – Company or Individual Code 0 = Company 1 = Individual |
| Default Value Upon Add | Default values upon an add – Company or Individual Code Company Individual |
| 1st phone | First Phone Number Type Phone number types displayed on the application. |
| 2nd phone | Second Phone Number Type |
| 3rd phone | Third Phone Number Type |
| BADT | Billing Address Type |
| URL Email | Retrieval and Update of URL/Email Field Blank = Utilize Remark (REM1) Field in Who’s Who File 1 = Utilize Electronic Address (EMAL) in Electronic Address File |
| Credit Limit | 0 or Blank = Enable 1 = Disable |
| Confirmation | Add/Change Customer Confirmation 0 or Blank = Disable 1 = Enable |
Entry
| Name | Explanation |
|---|---|
| Called Upon Add | Enter a ‘1’ for each form that should be called upon Add. If left Blank form will not be called. Customer Preferences Customer Source Information Contacts Phones Credit Card Information |
Company Default Upon an Add
| Name | Explanation |
|---|---|
| Business Unit | Blank will default 1 |
| Payment Terms - A/R | Default payment terms for a customer that is stored in the Address Book Master. Payment terms determine the due date, discount amount, discount due date, etc. |
| Adjustment Schedule | Indicates a price and adjustment schedule to be stored in the Address Book Master table (Defined code (40/AS)). A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. |
| Customer Price Group | The Customer Price Group (defined code (40/PC) added to the Customer Master table by default. |
| Payment Instrument | Payment instrument (defined code (00/PY)) indicates what type of payment the Address Number will have in the Customer Master. |
| Amount - Credit Limit | This amount is used throughout credit management programs. The system sends workflow messages for each customer who is over their credit limit. This value is stored in the Customer Master. |
| Credit Manager | The name of the credit manager responsible for approving changes to the credit limit (defined code table 01/CR.)) Stored in the Customer Master. |
| Default Tax Explanation Code | Tax Explanation Code (Defined code (00/EX) controls the algorithm that the system uses to calculate tax and G/L distribution amounts. The system uses the tax explanation code in conjunction with the tax rate area and tax rules to determine how the tax is calculated. Stored in the Customer Master. |
Individual Default Upon an Add
| Name | Explanation |
|---|---|
| Business Unit (ind) | Business Unit Blank will default 1 |
| Payment Terms - A/R (ind) | Default payment terms for a customer that is stored in the Address Book Master. Payment terms determine the due date, discount amount, discount due date, etc. |
| Adjustment Schedule (ind) | Indicates a price and adjustment schedule to be stored in the Address Book Master table (Defined code (40/AS)). A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. |
| Customer Price Group (ind) | The Customer Price Group (defined code (40/PC) added to the Customer Master table by default. |
| Payment Instrument (ind) | Payment instrument (defined code (00/PY)) indicates what type of payment the Address Number will have in the Customer Master. |
| Amount - Credit Limit (ind) | This amount is used throughout credit management programs. The system sends workflow messages for each customer who is over their credit limit. This value is stored in the Customer Master. |
| Credit Manager (ind) | The name of the credit manager responsible for approving changes to the credit limit (defined code table 01/CR.)) Stored in the Customer Master. |
| Default Tax Explanation Code (ind) | Tax Explanation Code (Defined code (00/EX) controls the algorithm that the system uses to calculate tax and G/L distribution amounts. The system uses the tax explanation code in conjunction with the tax rate area and tax rules to determine how the tax is calculated. Stored in the Customer Master. |
Version
| Name | Explanation |
|---|---|
| Customer Master - P03013 | Blank = ZJDE0001 |
| Customer Preferences and Source Information | Customer Preferences and Source Information - PQ670302 Blank = ZJDE0001 |
| Credit Card Information PQ67CCIF | Blank = ZJDE0001 |