Company Default Data
This menu option is available from Base, Web, and POS stores.
Profile company data provides a mechanism for setting default values for certain profile fields that will automatically default upon addition of a company.
The three tabs available are Bill To, Ship To, and Phone type. Enter the data as needed and remember to press Save to commit your selections.
Bill To
| Web | POS | EIPP | ||
|---|---|---|---|---|
| Company Set As | The database set of tables can be defined as either the JD Edwards EnterpriseOne™ address Book/Customer Database or the Consumer Database. This setting will ensure that the values entered are acceptable for the field.
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| Beginning Status | Determines if the newly added record will be active or inactive. | |||
| Search Type | Determines the search type for the new record. For customers the UDC 01|ST will be used and for consumers the UDC 59|CT will be used. | |||
| Business Unit | Sets the JDE business unit (MCU) on the new record. | |||
| Person Corporate Code | Determines if the record being created will be flagged as a person or a corporation. | |||
| Who's Who Contact Zero Type | Sets the contact type for the first who's who record added to the Bill To.
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| Rest of Who's Who Contact Type | Sets the contact type for all other who's who records added to the Bill To. | |||
| Billing Address Type | The billing address type is used to determine if the record being added is a bill to only, a ship to or both. | |||
| Adjustment Schedule | Adjustment schedules are used by advanced pricing and may impact pricing. | |||
| Customer Price Group | Customer price groups are used by advanced pricing and may impact pricing. | |||
| Customer PO Required | Determines if a PO number must be recorded for each order before the order can be submitted. | |||
| Backorders Allowed | This setting indicates if a customer/consumer will accept backorders or not. If this setting is set to no any products out of stock (on backorder) will be cancelled form the order. | |||
| Partial Shipments Allowed | This setting indicates if a customer/consumer will accept partial orders or not. A partial order is when some products are in stock and shippable and some are not. | |||
| Payment AR Terms | Sets the payment terms for AR invoices on the newly added record. | |||
| Payment Instrument | If the customer/consumer typically pays with the same payment method the payment instrument can be defaulted into the record when it is created. | |||
| Credit Limit | Designates the amount of credit your company will extend to each newly added customer. | |||
| Credit Manager | The address book number of the credit manager each new record should be assigned. | |||
| Credit Message | A message used to reflect a customer's status. Credit message is manually set in the AR record. | |||
| Collection Manager | The address book number of the collection manager to be assigned to each new record. | |||
| Policy Name | The policy name to assign to the newly created AR record in JDE. For more information on JDE functionality relating to policy name please consult JDE. | |||
| Line of Business | Designates the default line of business that will be loaded for newly added company records even if Line of Business is set to inactive. LOB may impact pricing. | |||
| GL Offset | Enter the GL Offset that will be written to the newly created record. JDE uses the GL offset to determine which AAI will be used for posting. |
Ship To
| Web | POS | EIPP | ||
|---|---|---|---|---|
| Beginning Status | Determines if the newly added record will be active or inactive. | |||
| Search Type | Determines the search type for the new ship to record. For customers the UDC 01|ST will be used and for consumers the UDC 59|CT will be used. | |||
| Business Unit | Sets the JDE business unit (MCU) on the new ship to record. | |||
| Person Corporate Code | Determines if the ship to record being created will be flagged as a person or a corporation. | |||
| Billing Address Type | The billing address type is used to determine if the ship to record being added is a bill to only, a ship to or both. | |||
| Who's Who Type | Designates the who's who contact type for all Ship To's entered for newly added company. |
Phone Type
| Web | POS | EIPP | ||
|---|---|---|---|---|
| Main Phone Type | Designates the type of phone number being added for a company type record. For example business, cell, or home. |