Entering Additional Customer Information

Use the Additional Customer Information dialog box to access a list of additional options for setting up detailed customer information.

To enter additional customer information:

From the Maintenance menu, select Customer to display the Customer Maintenance window.

In the Customer field, enter the customer's name to display the customer record.

Select Additional > Additional Customer Information to display the Additional Customer Information dialog box.

On the Order Information tab, enter the information,such as lead times and overrides, as needed.

Field	Description
Initial Status Override	The default order status the system uses for all orders for this customer. If this field is blank, the system uses the default order status defined for this customer's ship via. If no order status is defined for the ship via, the system uses the default order status defined for the order taker's terminal. If no order status is defined for the terminal, the system assigns a status of C (Call When Complete) to the order. If the entry in this field is I (Invoice), the initial status in the order will be P (Pick Up Now). With a status of P, the order is invoiced when the saves the information. If the entry in this field is P (Pick Up Now), the system does not prompt for a required date in Sales Order Entry even if the Prompt For Required Date In Sales Order Entrycontrol maintenance record is set to Y (always prompt) or D (user defined).
Sales Source Override	The sales source entered here overrides the normal sales source assigned to an order for this customer.
Shipping Branch Override	The default shipping branch the system uses for this customer. Override this branch number in Sales Order Entry, if necessary.
Pricing Branch Override	The default pricing branch the system uses for this customer. Override this branch number in Sales Order Entry, if necessary.
Required Date Lead Time	The number of days needed to deliver the product to the customer. In Sales Order Entry, the required date is today's date plus the number of days entered in this field. If you are using Web Commerce, this field overrides the setting in the WOE Required Date Lead Time control maintenance record.
Maximum Early Ship Days	The number of days before the required date that an order can be shipped to this customer before the early shipment is classified as an unquality event and recorded by the Unquality Event Tracking Program.
Normal Delivery Time of Day	The time of day the delivery truck servicing this customer is scheduled to arrive at the customer's location. An on-the-hour time can be entered with a number including a for A.M. or p for P.M. Separate hours and minutes with a colon. When a manifest includes delivery to this customer, the time assigned here is displayed in the DelTime field for the customer on the Shipping Manifest Queue window. The system sorts stops using this time if multiple customers are on a route within the same zip code.
Eligible Ship Via Route Types	The ship via route types this customer is authorized for in sales order entry. Use this field to limit the customer to select routes that are defined for their zip code in Zip Code Maintenance. If this field is left blank, all the route types defined for the zip code are available for this customer in sales order entry.
Default Release Number	A control code that the customer can assign to an order for any purpose. Enter a default release number to assign to every order entered for this customer. If no default release number is entered in this field for a ship-to customer, the system uses the default release number entered for the associated bill-to customer. The default release number is assigned to the Customer Rel # field on the SOE Header window and it can be edited.
Commission Plan	Identifies the commission plan that will be used for sales made to this customer. This value overrides the commission plan assigned to the salesperson, but a commission plan entered on a sales order overrides this value.

On the Additional Information tab, enter the information, such as select codes, UET parameters and demand information, as needed.

Field	Description
SIC Code	This customer's four-digit Standard Industrial Classification (SIC) code. The Office of Management and Budget developed this code to facilitate statistical economic analysis and reporting of the state of the U.S. economy based on production, trade, and service enterprises. Use this code to group businesses with similar production processes, and with Report Writer to sort customers.
D & B Number	The customer's Dun and Bradstreet number. Dun and Bradstreet provides commercial information and insight into business records.
Customer Select Code	A code that identifies in what kind of business the customer is involved, including whether they service commercial or residential customers. Use this information to filter customers for inclusion on some reports. One of the following options applies: If no Customer Select Codes are defined, nothing displays. If only one code is defined, that code is assigned. If more than one code is defined, select one from the list that displays.
Time Zone	Indicates the time zone in which the customer resides. The time zone displays in the header of the Customer Activity Log Tracker Entry window of each tracker created for this customer.
Branch Demand Override	Assign the demand for shipments from a branch to this customer, regardless of from where the goods are shipped. When a branch is entered in this field, a record is written to the PSUB file for this branch in addition to the shipping branch for each invoice. This setting overrides the setting in theAssign Demand Forecast To Price/Ship Branch Or By Zip Codecontrol maintenance record. Therefore, if a branch is specified in this field, the demand for all items for this customer are always applied to that branch. Note: You must be assigned the CUST.DEMAND.BR.OVRD authorization key to access this field.
Exclude Demand Calc As Of	Enter the date on which the customer's orders should no longer be considered in the demand calculation. For more information, see Excluding Product Demand by Customer.
UET Early Days Allowed	Set the number of days before and after the due date that a shipment can arrive from a vendor without creating an unquality event.
UET Late Days Allowed
Acceptable QC Inspection Level	Enter the customer's requested quality control inspection level. Inspection personnel use Quality Control (Q/C) inspection levels to confirm that a detail lot is of the assigned quality rank. A Q/C inspection level relates to a product quality rank, for example, if a product has a low quality rank with a high inspection level, this indicates that the detail lot is of low quality. The rankings for this field are set up in the Valid DetailLot Q/C Inspection Levelscontrol maintenance records.
Acceptable Product Quality Rank	Enter the product quality ranking that this customer demands of a detail lot before accepting the finished items. The rankings for this field are set up in the Valid DetailLot Q/C Inspection Levelscontrol maintenance records.

On the Options tab, define the information, such as excluding consignment credits, as needed:

Select the check box...	To...
Accepts Substitutes	allow substitute products on this customer's orders.
Disable Duplicate PO # /Order Check	restrict the system from checking existing (open or invoiced) orders for duplicate orders or duplicate customer P/O numbers. If you leave this option unchecked, the Duplicate Order Check and the Duplicate Customer P/O Number Checkcontrol maintenance records operate as defined. Note: We recommend you check this option for a generic customer, such as Retail Cash Sale, who might generate many orders for the same product or customer P/O number.
Extra Handling Charge	charge the customer the auto-charge amounts set in Ship Via Maintenance. These charges apply only to the first generation of the order, regardless of the setting in the Apply Extra Handling For Shipping To First Gen Onlycontrol maintenance record. Note: For orders using the StarShip companion product. To charge the customer the Auto-Charge amounts set in Ship Via Maintenance, enter Yes.
Exclude Consignment Credits	exclude credits from consignment billings.
TPCx Rationalized	The view-only TPCx Rationalized check box indicates that this customer is set up as a trading partner in Trading Partner Connect.
Exclude From Index	exclude this customer record from index searches. If the customer is a ship-to-only account, check this option, and set the Exclude From Ship-To/Ship-From Selection If Excluded From Index control maintenance record to Y. This ship-to account does not display in the ship-to selection list when creating a new sales order.
Requires Special Labels	indicate that you provide special labels on products or shipments for this customer. This field applies only to the Customer Profitability Analyzer. Creating and handling special labels for a customer costs you money, and can affect change how profitable it is to service the customer.
Requires Special Packaging	indicate that you provide special packaging for products or shipments for this customer. This field applies only to the Customer Profitability Analyzer Compiling to special packaging needs for a customer costs you money, and can change how profitable it is to service the customer.
Requires Customer P/O Line Number	requires users to enter line numbers for each line item on a purchase order. The line items print on forms, such as invoices. This line number corresponds to the line number on the customer's purchase order. This helps them identify the products they ordered by the line number that is entered on the sales order. Note:P/O line numbers are not required on bids regardless of this setting. By selecting this check box, users are required to enter line items for all items on a purchase order before exiting the order. Users have the option to enter the numbers for each line immediately as they enter information or wait until they have completed entering items and enter all line numbers then. A prompt displays when exiting the sales order. Note:We recommend testing your forms after upgrading (to Release 8.7.7 or higher) after implementing this feature. If you find your forms are not printing correctly, contact Eclipse Customer Support.
Requires Customer Part Number	requires users to enter part numbers for each line item on a purchase order. The part number then prints on forms, such as invoices. By selecting this check box, users are required to enter part numbers for all items on a purchase order before exiting the order. The system provides an area to enter locations as well, but this is optional. Users have the option to enter the information immediate for each line item they enter, or wait until they have completed entering line items and enter all part numbers then. A prompt displays when exiting the sales order.
Consignment Inventory	allow the customer to maintain consigned inventory for usage or resale. Checking this option activates the Under Ship-To field, which defines the ship-to customer who is maintaining the consigned inventory. For example, if this is the customer record of a contractor working for a customer using consigned inventory. This contractor can use the consigned inventory of that ship-to customer. This contractor may be one of several crews working from a single parts trailer that is managed by the customer ship-to.

In the Detail LotInformation area, set quality control inspection levels and quality product rankings that the customer requires for detail lot items purchased from you. If your customers have standards of quality control, you can assign a quality rank to detail lot items. More: