![]() ![]() Use a blank code for the payment terms that you use most frequently. Payment terms determine the due date, discount amount, and discount due date that the system assigns when you create an invoice. Payment TermsĮnter the code that indicates the default payment terms for the customer. Currency CodeĮnter the code for the currency that applies to the customer. When you set up the user-defined code value, you must also enter the credit manager's address book number in the Description 02 field. You must set up the credit manager in the address book and then create an entry in the user-defined code table (system 01, type CR). Credit ManagerĮnter the name of the credit manager who is responsible for approving changes to the credit limit. The change to the credit limit is not reflected in the customer record until it is approved by the credit manager. When you set up or change the credit limit, the system sends a workflow message to the credit manager that the change is pending approval. The system sends workflow messages for each customer who is over their credit limit. The system maintains the credit limit at the customer (child) level, not the parent level. This value is used throughout the credit management programs. Credit LimitĮnter the total amount that you allow the customer to spend on purchases before the system sends a workflow message. This address number must exist in the F0101 table for validation purposes. Any value that you enter in this field updates the F0150 table for the blank structure type. The system uses this number to associate a particular address with a parent company or location. An SITC code can be up to six digits.Įnter the address book number of the parent company. International organizations use this code. A numerical code system that was developed by the United Nations to classify goods that are used in international trade. Standard Industrial Trade Classification (SITC). The international method of classifying goods. This code is four digits for SIC or six digits for NAICS. A numerical system that the United States uses to classify goods and services. ![]() Standard Industrial Classification (SIC) or North American Industry Classification System (NAICS). This code can follow the format of any of these classification systems: TAX: Tax authorities Industry ClassificationĮnter the code that classifies goods and services. Search TypeĮnter the user-defined code (system 01, type ST) that indicates the kind of address book record to search for. The CRM Customer Detail program includes these tabs:Ħ.2.3 Entering Basic Customer InformationĪccess the Customer - Add Customer form. When you enter a customer record, the system updates these tables:Ĭustomer Master by Line of Business (F03012)Ĭustomer Master Commission Information (F42140) If a selected customer record has subordinate records, you can click the Parent Child Hierarchy link to view the parent and child records. You can enter the large company as the parent customer and the subsidiaries as children of the large company. For example, one large company might have several subsidiaries. You can also create parent/child relationships between customers. For example, if you select the Sales tab from the customer record, you can add a new sales order for the customer or update an existing order using programs from the JD Edwards EnterpriseOne Sales Order Management system. ![]() You can also access additional JD Edwards EnterpriseOne programs directly from the CRM Customer Detail program, which enables you to easily view and update additional information about a customer. The CRM Customer Detail program (P90CA080) enables you to enter, view and modify CRM information for each customer. ![]()
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