Setup Requirements for Customer and Vendor Maintenance

Following are the control maintenance records and authorization keys used for Customer and Vendor Maintenance.

Only a system administrator is authorized to set control maintenance records and authorization keys.

This topic contains the following sections:

• Customer and vendor control maintenance records.

• Customer and vendor authorization keys.

Customer Control Maintenance Records

The following control maintenance records relate to Customer Maintenance:

ACCT (Accounting)

Set the following control maintenance records:

• A/P Over/Short Maximum Parameters

• Auto C/R Default Customer If Not Found

• Cash Over/Short Maximum Parameters

• Credit Card Default Reference Number

• Credit Card Level III Summary Line Item

• Default Auth Method for New Credit Cards

• Include Service Charges In Service Charge Calculation

• Maximum Collection Days Date

• Minimum Check Distribution Amount

• Restrict Access to Customer Maint Based On User Authorized Branches

• Valid ACH Formats

• Valid Cash Sources

• Valid Customer Statement Cycles

• Valid Invoice Select Codes

DLOT (Detail Lot Tracking)

• Valid Detail Lot Product Quality Ranks

• Valid Detail Lot QC Inspection Levels

EMAIL (E-mail)

• Corporate Customer

• Default E-mail Print Styles

• Valid E-mail Preference

• Valid E-mail Types

GENRL (General)

Set the following control maintenance records:

• Activity Trigger Subroutine Overrides

• Customer Classification Sort List

• Valid Customer Price Classes

• Vendor Classification Sort List

INVM (Inventory Management)

• Assign Demand Forecast To Price/Ship Branch Or By Zip Code

MAINT CUST (Customer Maintenance)

• Customer Maintenance Authorization Levels

• Customer Maintenance Authorization Levels For New Customers BT/ST

• Default Customer Price Class

• Default Customer Salesperson

• Job Lien Days By State

• New Customer Maintenance Template

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

• User Defined Customer Notes

• Valid Customer Invoice Status Codes

• Valid Customer Points Programs

• Valid Customer Select Codes

• Valid Customer Types

• Valid Job Types

• Valid Job Nature Types

• Valid Sale Categories

MAINT PROD (Product Maintenance)

• Valid Product Certification Codes

• Valid Product Zones

MAINT (Vendor Maintenance)

Set the following control maintenance records:

• Disable Home Branch Check In Vendor Maintenance

• User Defined Vendor Notes

• Valid Vendor Types

POE (Purchase Order Entry)

Set the following control maintenance records:

• Capitalize Tax On Purchase Orders

• Default B/O Days For Purchase Orders

• Include Directs In Vendor Target Check When Printing a P/O

• Vendor Freight Terms

• Valid Vendor ASL Types

SFA (Sales Force Automation)

• SFA Administrator

SOE (Sales Order Entry)

Set the following control maintenance records:

• Allow Multiple Products To Be Associated With One Customer Part #

• Allow Sending Credit Card Level 3 Data

• Apply Extra Handling For Shipping To First Gen Only

• Display Customers/Vendors Who Are Inactive At A Branch

• Display Products Within A Customer's Product Zones

• Duplicate Customer P/O Number Check

• Duplicate Order Check

• Enable Auto Routing On Creation Of Sales Order

• Exclude From Ship-To/Ship-From Selection If Excluded From Index

• Invoice Print Copies = 0, Q Status Invoices To Invoice Preview Queue

• Minimum Variance Before Last Price Reduction

• New SOE Customer Template

• Number Of Digits Of Accuracy For Product Weight

• Order Status Print Status Defaults

• Pass-Along Discount Holdback Percent

• Percent Of Order To Fill Before Automatically Shipping

• Prompt For Required Date In Sales Order Entry

• Use Last Price/Cost Logic

• Validate Name In 'Ordered By' Field Against Customer Contact

• Valid Product Matrix Types

TOE (Transfer Order Entry)

Set the following control maintenance record:

• Default Vendor Consignment on Transfers

WIP (Work Order Processing)

Set the following control maintenance record:

• Valid Vendor Work Order Process Codes

Customer and Vendor Authorization Keys

Set the following authorization keys:

• COGS.VIEW

• CONVERT.PROSPECT

• CREDIT.CARD.ACCT

• CREDIT.CARD.REQD.OVR

• CUST.CREDIT.EDIT

• CUST.BR.AUTH.ONETIME

• CUST.BR.AUTH.OVRD

• CUST.CERTIFY.EDIT

• CUST.DEMAND.BR.OVRD

• CUST.POINTS

• CUST.PRICING.EDIT

• CUST.TAX.VIEW

• CUSTOMER.MAINT

• CUSTOMER.MAINT.LEVEL

• ENTITY.PN.EDIT

• ENTITY.TRIGGER

• FREIGHT.TARGET.OVERRIDE

• INVALID.VEN.TYPES

• POE.ASL.RELEASE

• PRD.ZONE

• SLSMN.CUSTOMER.MAINT

• SOE.CREDIT.RELEASE

• VALID.VEN.TYPES

• VEN.BR.AUTH.ONETIME

• VEN.BR.AUTH.OVRD

• VENDOR.MAINT

• VENDOR.MAINT.LEVEL

See Also:

Customer Maintenance Overview

Creating Customer Records

Vendor Maintenance Overview

Creating Vendor Records