DBD: Customer - Default Data

Customer Defaults - first screen

1. Order Processing section

   
   

   a. Is Customer PO Required? - Forces a client PO # to be entered on their orders.

   
   

   b. Unique req – If the "Custom PO Required" box is checked, this forces a unique number to be entered on each order.

   
   
2. Finder’s Fee section: Not covered.

3. Summary Billing/Detail Shipment Reporting section: Allows Invoice information to be accumulated in a file and reported to the customer periodically.

   
   

   a. Summary Bill For: Order types to be included in summary bill: Enter ITW for all.

   
   

   i. (I) Invoice, (R) Requisition, (W) Billable Requisition

   
   

   b. Print Invoice for each Shipment

   
   

   i. Enter Y for Yes and N for N 3 times for each order type (example: YNN).

   
   
4. Monthly Shipment detail reporting: Check this option when Summary Billing or IMS permissions are activated. It records monthly shipment details to support summary billing and inventory management clients. Best Practice! STRONGLY Recommended!
5. Do you wish to treat this customer as an IMS Customer?: Checking this box activates inventory management functions for this customer.
6. Format code for Reorder notices (Blank = none): Must be a valid Flexible format code (Most companies will use formats U or V).
7. Reduce On-hand by committed qty?: Checking this option reduces the quantity on hand by the committed amount. Recommended as standard for all IMS Customers.

Customer Defaults - second screen

Non-IMS customers will advance directly to this second screen of parameters.

Additional Parameters

1. Minimum Percentage Mark-up for all lines:

   
   

   a. When set, upon exiting an order all lines will be reviewed, and the designated markup will be applied to all lines that do not meet this criterion. Not recommended!

   
   
2. Require Entry of Ordered By in Order Entry? Checked equals Yes.

3. Require Entry of RC Number in Order Entry? Checked equals Yes.

   
   

   a. This information is written to the EDW file and is used for User Generated reporting.

   
   
4. Retain Sell Price during B/O Fill? Checked equals Yes.
5. CC Plus: Alt Terms code if invalid credit card? Checked equals Yes.
6. Merchant account: Overrides default Merchant Account.

7. Job Card Override in Invoice Printing:

   
   

   a. This is a 3-digit code that corresponds to the Invoice Delivery option setting.

   
   

   b. Allows a different set of printing rules for this customer’s invoices.

   
   

   c. Also used to print invoices with a different company logo.

   
   
8. Picking Priority: Used with WMS (Warehouse Management System).

9. Require Entry of Contract Number in Order Entry:

   
   

   a. When set, Order Entry requires entry of a valid Contract number in the order header.

   
   

10. Send Inventory quantities to external system:

    
    

    a. Used with Flowpoint integrations. Covered separately.

    
    
11. 3rd Party Sender ID: Used with Flowpoint to output invoice data. Covered separately.

12. These next 3 fields used with custom Flowpoint integration. Covered Separately.

    
    

    a. 3rd Party Sender ID – validated field

    
    

    b. All Invoice lines

    
    

    c. Include credit Lines

    
    

    i. No Sig. Required

    
    

    ii. S-Signature Required

    
    

    iii. M-Mature Signature Required

    
    

13. Order Customer Reference to populate SH9 PKG_REF_1 and REF_2:

    
    

    a. Drop Down allows a selection from 01 to 10.

    
    

    b. These are 60 characters long.

    
    

    c. This uses the "FV1-OrderCustRefs file."

    
    

    d. Allows data to come in via eCommerce orders.

    
    

    e. Used for reporting purposes.

    
    

    f. Can be output to packing list.

    
    
14. Use customer location code for PL receiving dept field: The "Receiving Department" is a 20- character field stored in the customer’s Ship-To. It can be output to the packing list (field 95). Checking this option overrides that output with the 9-character "Customer Location Code."

15. Sales Journal Bypass Custom Item Master Update:

    
    

    a. The Sales Journal Update program will not update these fields when checked.

    
    

    b. Cost: Cost Unit, Cost Qty/Unit, and Cost Amt/Unit.

    
    

    c. Price: Price Unit, Price Qty/Unit, and Price Amt/Unit.

    
    

    d. Vendor/Plant: Vendor and Plant.

    
    

    e. Carton Weight

    
    

    f. Carton Pack

    
    

16. If no warehouse specified in incoming XML order, default warehouse to use:

    
    

    a. Dropdown option for Reg. orders and Purchase Orders.

    
    

    b. Not generally used, requires special integration. Not Covered.

    
    

17. Monthly Budgets:

    
    

    a. Requires setup of the Budget Module. Not covered.

    
    
18. Click Next.

Customer Defaults - third screen

1. Freight Parameters:

   
   

   a. Set up freight mark-up by order type. See document on Freight Markups for details.

   
   
2. Foreign currently to print on invoice: Select from preset list (if applicable).
3. Customer always gets lowest QBG price: Used with price plans.
4. Tax Items received into Customer Owned Goods at time of release: This option charges tax on client owned releases based on the final shipping location (not standard).

5. Default Number of storage Months: how long is the planned Storage for items coming into the warehouse.

   
   

   a. Defaults to order entry line.

   
   

   b. "Calculates Storage Expiration" to the lot during "Purchase Order Receiving."

   
   

6. Product Code and Salesperson:

   
   

   a. Override- if order line 001 has product code (selected), change the salesperson.

   
   

7. Substitute Digits of Warehouse Code for Packing List Printing Only ##:

   
   

   a. Enter a 2-digit number to direct the printing of packing lists to a specified printer.

   
   

8. Immediate print speed bill invoice: Requires alternate invoice printing selection.

   
   

   a. Dropdown options are:

   
   

   i. Don’t ask, just print.

   
   

   ii. Ask first.

   
   

   iii. No.

   
   

9. Eliminate posting of sell in lot record for Dist owned during PO receiving?:

   
   

   a. The System defaults sell price on “Bill as Ship” order type to “Lot Record”, at the time of receiving. Check to override.

   
   

10. Print Lot Value for Customer Owned Items in field 46 on Packing List:

    
    

    a. Check to print the sell price for all items on Packing Lists.

    
    

11. Order lines with PO: Don’t invoice customer for overruns:

    
    

    a. Check box if customer does not allow billing for overruns.

    
    

    b. Overruns can still be received into the warehouse, but this can cause a difference in the quantity in inventory and quantity billed for reconciliation purposes.