MAINT CUST General

The following control maintenance records belong to the CUST (Customer) area within the MAINT (Maintenance) category.

Disallow Users To Modify Product Level On Entity Part Numbers

Auto Set Export Order Flag

Automatically sets the Export Order field in the Sales Order Entry Header tab to yes if the sales order is set to ship to a country other than the one selected in the Home Country field.

New in Release 8.7.8

Options	Automatically Set Export Flag? check box - Select to automatically set the Export Order field in the Sales Order Entry Header tab based on matching the home country information to the order. Home Country - Select the home country from which the customer exports material. If the sales order ship-to address is a different country than this field, the system automatically sets the Export Only field in the Sales Order Entry header to Yes. Additional Export Order Prompt Text - Enter additional information that all users need when prompting for export orders. For example, the name and phone number of the Export Department contact. This information only displays when the Export Order field in Customer Maintenance is set to Prompt.
Outcome of setting this control record	If the customer's record is set to Prompt in the Export Only field and the country in the record matches the order's country, the system prompts the user when creating the order. If the countries do not match, regardless of the selection in Customer Maintenance, the system automatically sets the Export Only field in the Header tab of the sales order to Yes.
Dependencies	None.
Additional Information	Review customer's record for settings export compliance. Users must be assigned the SOE.EXPORT.ALLOWED authorization key to manage export orders.

Carrier Rebate Setup

Options

Supplier ID - Name of supplier, such as CARRIER.
Partner ID - Type of partner, such as DC.
Branch - Branches for which you want to report.
Company Number - Number assigned to branch on which you want to report.
Location Number - Number assigned to branch on which you want to report.

Outcome of setting this control record

The following columns populate for the Customer Sales Rebate Report:

Column	Default Width
Carrier Company #	10
Carrier Supplier ID	10
Line Number	5
Carrier Location #	10
Order Date	8
Carrier Order Code	2
Carrier Partner ID	10
Product Select Code	20
Serial #	30
Zip	5

Dependencies

If you are not a location with Carrier information, some of these columns may display blank.

Additional Information

If this control maintenance record is left blank, but the columns are selected, the columns remain blank.

Customer Maintenance Authorization Levels

Use this record to limit users' ability to edit fields and access menus or hot keys in Customer Maintenance.

Options	For each field in Customer Maintenance, indicate any authorization level between 0 to 99, needed to edit the information for that field.
Outcome of setting this control record	The setting in this record and the level assigned in the CUSTOMER.MAINT.LEVEL authorization key for a user determines whether a user can edit a field in Customer Maintenance.
Default Value(s)	20
Example(s)	For example, you may want to restrict who can edit the inside salesperson, but you want to allow anyone to update the contact phone numbers. Set the Inside Salesman field to 50, but set the Phones field to 20.
Dependencies	Use the CUSTOMER.MAINT.LEVEL authorization key to assign users an authorization level for each field. Users with a setting in the CUSTOMER.MAINT.LEVEL authorization key that is equal to or higher than the one indicated for the field in this control record can edit the field. In the previous example, assign users a level of 20 to the Phones field to edit the phone numbers for a customer. However, set the authorization level to less than 50 for the Inside Salesman field so the user cannot edit those fields.
Action if set to Null	Same as if set to 20.
Additional Information	Use the Customer Maintenance Authorization Levels For New Customers BT/ST control maintenance record to set the security level required to set the bill-to and ship-to flags when creating new customer records. After the customer record is created, the setting for the bill-to and ship-to information is checked against the setting in the Customer Maintenance Authorization Levels record.

Customer Maintenance Authorization Levels For New Customers BT/ST

Use this record to restrict editing access to the Bill To and Job or Ship To fields in Customer Maintenance , when creating new customers.

Options	Any security level between 0 and 99.
Outcome of setting this control record	Restricts the editing access to bill to and ship to information in Customer Maintenance when creating new customers. The system uses this setting for new customers and the setting in the Customer Maintenance Authorization Levels control record for existing customers. Use this record to grant a lower authorization level so users can create new customer records successfully.
Default Value(s)	20
Dependencies	Use the CUSTOMER.MAINT.LEVEL authorization key to assign users an authorization level for the Bill To and Job orShip To fields when creating a new customer. Users with a setting in the CUSTOMER.MAINT.LEVEL authorization key that is equal to or higher than the one indicated for the field in this control record can edit the field.
Action if set to Null	Same as if set to No.
Additional Information	After the new customer record is saved, the system uses the setting in the Customer Maintenance Authorization Levels control maintenance record to control authorization to edit the Bill To and Job or Ship To fields.

New Customer Maintenance Template

For each branch, enter the customer record to use as a template when a user (for whom the branch is the user's home branch or, if no home branch is assigned, their first authorized branch) creates a customer. The system populates the fields in the new record with data from the template record. The template customer record is typically a generic record created for this purpose.

Note: The system does not use the template customer record when a user creates a customer through sales order entry.

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

Indicate whether to prompt to copy tax information from a bill-to account to all its ship-to accounts upon exiting the bill-to customer record.

Options	Yes - Prompts to copy tax information. No - Does not prompt to copy tax information.
Outcome of setting this control record	Setting this record to Yes prompts a user to copy the tax code to the bill-to customer's ship tos if the tax code has changed. Setting this record to Yes can help keep tax information for associated customers in sync.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Rebate Detail Setup Information

Use this record to setup information associated with incoming EDI 849 transmissions and letters of credit.

Settings	Rebate Detail Administrator - User or message group to notify through the Message System with messages related to incoming EDI 849 transmissions. Rebate Detail Product - Miscellaneous charge product, with a zero cost and zero price, to use when creating a negative purchase order for the total rebate amount. Rebate Inventory Offset Account - G/L account to use to offset any monetary amount associated with an item, such as capitalized freight (Landed Cost), with a credit entry. Rebate G/L Inventory Account - G/L account used to offset any monetary amount associated with an item, such as capitalized freight (Landed Cost), with a debit entry. Rebate G/L Direct Inventory Account - G/L account used to offset any monetary amount associated with direct orders. If this field is left blank, the system prompts the user to enter an account when trying to use the book letter of credit functionality or creating a rebate purchase order.
Outcome of setting this control record	When you run the Customer Sales Rebates Report and choose to book the letters of credit, the system creates a negative received purchase order to the rebate vendor. The quantity on the order is -1 and the product added to the purchase order is the product identified in this control maintenance record. The amount of the purchase order is the total rebate amount owed by the vendor. The system notifies the administrator defined here about the letter of credit, and uses the general ledger accounts to post expenses accordingly.
Default Value(s)	Blank
Action if set to Null	You can not generate the letters of credit..
Additional Information	For more information about rebates, see Sending EDI 844 Rebate Reports and Running the Customer Sales Rebates Report.

Restrict Access to Customer Maint Based On User Authorized Branches

Indicate if you want to restrict users from opening customer records in branches for which they are not authorized.

Options	Yes - Limits users to viewing only those records for customers whose branches are listed in the user's User Accessible Branches. This means if a customer's record is in branch 5, but a user is not authorized for branch 5, the system displays an error that the record cannot be displayed. No - User can view any customer records regardless of branch assignment.
Outcome of setting this control record	If set to Yes, then if a customer's record is in branch 5, but a user is not authorized for branch 5, the system displays an error that the record cannot be displayed.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Strategic Pricing Customer Category

Enter the categories you want to use to classify your customers when using Strategic Pricing. Strategic Pricing is a companion product that offers analysis of your pricing model. One of the key components to the Strategic Pricing model is categorizing your customers, and setting threshold values for each category and customer size. Typical categories include Contractor, Dealer, and OEM. You can define as many categories as you want, however, we recommend using 5 to 6.

MAINT CUST General Control Maintenance Records