New features added, version 7.5.1, 7.5.2, 7.5.3, 8.1, 7.54P, 8.4P, 8.6R1
Program CMMM, Customer Master Maintenance, is used to add, change, or delete customer master records. Customers entered in this program are assigned for all enterprises, but they must be 'authorized' for each enterprise in which they will be used. A customer master record must exist in the system before the customer's orders can be processed through sales order entry and accounts receivable. Once a customer record has been entered into the system, it can be queried in any enterprise.
It can only be used in an enterprise when all of the enterprise specific information has been entered into the Enterprise Tab.
Enterprise details can be copied between enterprises if the same codes exist in both enterprises. Codes that do not exist in both enterprises will not be copied.
The customer's record contains data that is transferred to the Sales Order Entry/Shipping and Point of Sale Processing menus, although most of this data can be changed during sales order entry. The master record also contains system control indicators that determine how the system will handle month-end statements and backorders.
Mailing addresses can be entered for customers and ship to codes. The mailing addresses are user-defined for custom reports and listings. They are not used by NDS Applications.
Customer records can be queried in the program by the fields in the header, on the Address Tab, and on the Attributes Tab.
Customer records can also be queried using the customer search feature. Access this by double clicking in the Customer No. field. Refer to program CSRCH, Customer Search for detailed instructions.
Before the customer record is entered, certain data must already exist in the system. This data is mandatory in some cases and optional in others, as follows:
Mandatory
Ship To code CMMM, Customer Master Maintenance
Ship Via code SPSF, Ship Via Code Maintenance
Freight code SPFM, Freight Code Maintenance
FOB code SPSF, Ship Via Code Maintenance
Terms code SPTM, Terms Code Maintenance
Tax code SPTX, Tax Code Maintenance
Customer account class CMAM, Customer Account Class Maintenance
Optional
Price group ICSM, Inventory Sales Data Maintenance
Buying group CMBG, Buying Group Maintenance
Bill-to customer number CMMM, Customer Master Maintenance
Tax exemption group CMGM, Tax Exemption Group Maintenance
Address Tab - Entering Customer Addresses
Attributes Tab - Entering Customer Settings
Enterprise Tab - Entering Customer Enterprise Details
Sales Reps Tab - Entering Customer Sales Representatives
Contacts Tab - Entering Customer Contacts
Shipping Tab - Entering Customer Ship To Addresses
Shipping Enterprise Tab - Entering Enterprise Details for Ship To Codes
Shipping Sales Reps Tab - Entering Sales Representatives for Ship To Codes
Shipping Charges Tab - Entering Miscellaneous Codes for Ship To Codes
Items Tab - Restricting Customer/Item Purchases
Template Tab - Assigning Engineering Templates to Customers
Template Selector Tab - Adding and Removing Templates
Template Specification Tab - Entering Values for Template Variables
Contracts Tab - Sharing Customer Contracts
Pricing Tab - Entering Customer Price Group Matrices
Ship Accts Tab - Entering Third Party Shipping Accounts for Customers
EDI Tab - Entering EDI type and template ID Information
Customers are created automatically from program OQEM, Sales Order Quotation Entry/Maintenance, program OEXP, Fast Order Entry, and program MTMM, Mail To/Prospect Input for Catalogs. These customers are created from either existing prospect records or template customers created in this program. Template customers are defined as:
TEMPLATE as the customer number
Assigned to a rollout template that is being used as a sales order template in program LREE, Employee Maintenance.
Template customers should be authorized in all financial enterprises.
When a customer is created, the customer information is determined as follows:
If you have a TEMPLATE customer record (customer number TEMPLATE) in program CMMM, Customer Master Maintenance, the information will first be taken from the TEMPLATE customer. Template customers should be authorized in all financial enterprises.
If no TEMPLATE customer exists, system defaults will be used.
Information from the prospect's record in program PRMM, Prospect Master Maintenance, will overwrite the system defaults or TEMPLATE customer information.
Information on the quotation will overwrite the prospect information.
For customers created from program OEXP, Fast Order Entry, or program MTMM, Mail To/Prospect Input for Catalogs, the information is taken from the template customer defined in the program, instead of the TEMPLATE customer described here.
Comments
are accessed with the [Comments] 
button.
Customer comments differ somewhat from the standard comment functionality in NDS. When customer comments are entered in this program, you can define a target comment type to be used when the comment is copied to the sales order entry programs.
In order for comments to be copied to the sales order entry programs, OE must be entered in the Type field for the comments in this program.
Any desired comment type can be entered in the Target Type field, and when the comment is copied to the sales order, the target type will be copied to the Type field in the sales order entry program.
This is a user-defined function that can be used in ad-hoc and custom reporting.
Comments can also be assigned to any shipto_code set up for that customer. By double clicking for a LOV, you can pick which shipto_code the comments get sent to during order entry or printing.
Comments with comment type OE can be set up for customers so that they are always displayed when a sales order is entered for the customer. On the comments page, there is a flag with three settings: Silent (Normal), Show Indicator, and User must read.
If the pop-list is set to Silent (Normal), the comment is written to the sales order as normal, but there is no indication to the user.
If
the pop-list is set to Show Indicator, the comment is written to the
sales order, and an indicator flag 
is
displayed to the right of the [Comments] button to indicate that comments
exist for the sales order.
If
the pop-list is set to User must read, the comment is written to the
sales order, the indicator
is
displayed, and when the header is committed, the program will display
the comment page.
Shipping lead times can be set up by customer and customer ship to code.
The default customer lead time is entered on the Attributes Tab of the program. This lead time is used when the customer ship to code is 'SAME' or 'DROP' and when a ship to address is used and no ship to address has been entered for that ship to code on the Shipping Tab.
The ship to lead time is entered separately for each ship to code entered on the Shipping Tab. This lead time will override the default lead time entered on the Attributes Tab. When a ship to code is entered for a sales order, the program will use the ship to code lead time.
Engineering templates assigned to customers are pulled into customer conformance specifications entered in program CSCM, Customer Conformance Maintenance. See the Conformance Specifications Module for more information.
Engineering templates can be added to customers on the Template Tab.
Engineering templates are groups of variables from program ESVM, Engineering Variable Maintenance. They can be assigned to work centers, routings, operations, items, customers, and tools.
Variables are the basic elements of engineering specifications, and are tied to engineering templates to indicate the procedures that should be followed.
Changes made to templates assigned to customers do not affect the same templates assigned to anything else.
Some variables that were assigned to the template in program ESTM, Engineering Template Maintenance, can be defined as verbose.
These are the variables that have the verbosity flag in program ESVM, Engineering Variable Maintenance, set to on.
In order to view those variables that are defined as verbose, you must set the verbose flag to on. When this flag is set to on, both those variables that are verbose and those that are not displayed.
The Template Specification Tab is used to view and maintain the variables that have been assigned to the customer.
The Template Specification Tab displays the variables in line order number, separate from the engineering templates to which they have been assigned.
The variable value can be changed on this screen by entering the variable value in the value field.
The following is a list of keystrokes for navigation in program CMMM, Customer Master Maintenance.
Customer records can be queried in the program by the fields in the header, on the Address Tab, and on the Attributes Tab.
Checkboxes / Flags: Press the spacebar to set the flag to on or off.
Ctrl+PgUp / Crtl+PgDwn: Move between tabs.
PgUp / PgDwn: Move between blocks on a tab.
Pop-lists: such as the Status pop-list on the Enterprise Tab. Press the down arrow key to open the pop-list. Use the arrow keys to highlight the desired selection. Also, pressing the first letter in the desired selection will move you to that selection. If there is more than one selection with the same first letter, the next available selection with that first letter will be selected.
Tab / Enter: Moves you between fields.
Shift+Tab: Moves you backward between fields.
1. In the Customer No field, enter the customer number.
2. In the field to the right of the Customer No field, enter the customer name.
If a customer has the Status pop-list on the Attributes tab set to Inactive, the name will be displayed in red.
3. In the Cust. Name 2nd Line field, enter the second line of the customer name.
4. In the Short Name field, enter short name, if desired.
5. In the Parent Cust No field, if this customer is a child of another customer, enter the parent customer number.
Press
the [More Detail] 
button
to the right of the field to view the parent/child relationship for
customer. The information displayed includes the parent(s) of the
customer, the customer's siblings
(assigned to the same parent) and the customer's children.
When deleting a customer that is a parent of other customers, if the AUTO_REMOVE_CUST_PARENT_LINK parameter in program MURM, Initialization Parameter Maintenance, is set to Y, the Parent Cust No field will be set to null if the parent customer number is deleted. If the parameter is set to N, customers that are assigned child customers cannot be deleted.
6. In the Bill To field, enter the Bill To customer.
This is the customer whose credit is affected by the order.
Accounts receivable checks for sales orders will come from this customer and will be applied to this customer's credit record.
This is the customer whose credit will be checked to determine if the order should be placed on hold. If the order is placed on hold, this is the customer that must be queried in program OEHR, Credit Hold Release, to remove the sales order from hold.
7. In the Invoice To field, enter the Invoice To customer.
This is the customer for invoices (i.e. invoice goes to a leasing company), and determines the invoice to address for sales orders.
The invoice-to address is provided for "flooring," or third party financing, in which the invoice for an order is sent to a third party (for example, a bank or finance company). If the order is entered through program OQEM, Sales Order Quotation Entry/Maintenance, or program OEOE, Sales Order Entry Maintenance, it can be placed on flooring hold until the flooring company pays the bill; however, if the order is entered through program ARIE, One-Step Invoice Entry, the goods are shipped immediately to the customer. When the flooring company pays the invoice, it is credited to the sold to customer's Accounts Receivable account.
8. In the Ship To field, enter the Ship To customer.
Sales orders will be shipped to the customer entered in this field.
The default is SAME, which will ship the orders for this customer to the address entered on this screen.
Other ship to codes with different addresses can be entered for the customer on the second page. The desired code can be entered here to make that code the default address for the customer on sales orders.
9. In the Mail ID field, enter the Mail To ID from program MTMM, Mail To/Prospect Input for Catalogs, for this customer.
10. At this point, information must be entered in the tabs in the lower part of the screen. The following information is in the order of the navigation sequence.
Customer records can be queried in the program by the fields in the header, on the Address Tab, and on the Attributes Tab.
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Customer records can be queried in this program by the fields on this tab.
1. In the Address fields, enter the customer's street address.
2. In the City field, enter the customer's city.
3. In the State / Prov field, enter the customer's state.
4. In the Zip field, enter the customer's zip code.
If you leave the city and state blank, you can use the list of values on the zip code field to select the zip code from program SPZM, Zip Code Maintenance, and the city and state will be entered automatically.
If you enter the city and state manually, and then use the list of values to select the zip code, your entries will take precedence over those in the zip code record selected.
For those using the Clippership Interface or Connectship / WorldEase Interface, the ship to address zip component must NOT contain any embedded spaces. For example "Big City VA 99999-1000 USA" will parse correctly, but "Vancouver BC 9CH 4BG Canada" will produce an incorrect zip code for clipper. "Vancouver BC 9CH4BG Canada" would work correctly.
5. Enter the customer's country. The list of values includes countries entered in program SPNM, Country Code Maintenance.
6. In the Toll Free # field, enter the customer's toll free telephone number, if appropriate.
7. In the Fax No field, enter the customer's fax number, if appropriate.
8. In the URL field, enter the customer's web site URL, if appropriate.
9. Set the Catalog Ok flag to on if catalogs are to be sent to this customer. This flag determines whether the customer will be selected with program CMSU, Mail Label Selector.
The Catalog Ok flag setting cascades from the top-level customer/prospect to the mail addresses to the contacts depending on the setting of the cascade parameters in program MURM, Initialization Parameter Maintenance. For example, if all parameters are set to YES:
If you set the flag to on at the top-level customer/prospect, all mailing addresses in program MTMM, Mail To/Prospect Input for Catalogs, for the customer/prospect will have the flag set to on, and all contacts for the customer/prospect will have the flag set to on.
If you set the flag to on at the mailing address level, all contacts assigned to the mailing address will have the flag set to on.
You can override at the lower levels, but if the upper level is changed, all lower level records will be updated. So, if you have a customer/prospect with the flag set to on, and one mail to address with the flag set to on, and one mail to address with the flag set to off, if you set the customer/prospect flag to off, all mail to addresses for the customer/prospect and all contacts for the customer/prospect will have the flags updated to off.
The setting of this flag is the default for all mail to addresses and contacts entered for the customer.
The catalog Ok flags for the mail to address and contacts can be maintained in program MTMM, Mail To/Prospect Input for Catalogs, and program SPWM, System Contacts Maintenance, respectively.
10. Set the Always Send Catalog flag to the desired setting. When this flag is set to on, the customer will always be sent a catalog when program CMSU, Mail Label Selector, is run. When this flag is set to off, the customer will only be sent a catalog when selected with program CMSU, Mail Label Selector.
11. Set the Selected flag to on if this customer is to be included in the next CSV selection or custom reporting selection with program CMSU, Mail Label Selector.
If you set this flag to on, the Selected flag will be set to on for all mail addresses for the customer in program MTMM, Mail To/Prospect Input for Catalogs, and customer contacts in program SPWM, System Contacts Maintenance.
12. Set the Send Mass Mail flag to on if this customer is included in mass mailings in program CMSU, Mail Label Selector.
If you set this flag to on, the Send Mass Mail flag will be set to on for all mail addresses for the customer in program MTMM, Mail To/Prospect Input for Catalogs, and customer contacts in program SPWM, System Contacts Maintenance.
13. The Catalog ID field displays the Catalog ID for the last catalog that was mailed to this customer. It can be manually updated.
It is updated when CSV files are created for the customer in program CMSU, Mail Label Selector, and when labels are printed for the customer contact with program MTMM, Mail To/Prospect Input for Catalogs.
Catalog IDs are entered in program SPCG, Catalog ID Maintenance.
14. The Date Last Catalog Sent field displays the most recent date on which a catalog was sent to this customer.
It is updated when CSV files are created for the customer in program CMSU, Mail Label Selector, and when labels are printed for the customer contact with program MTMM, Mail To/Prospect Input for Catalogs.
15. The Date Last Catalog Requested field displays the most recent date on which this customer requested a catalog. It can be manually updated.
16. In the Importer ID field, if you are using the Connectship / WorldEase Interface, select the Importer ID from program IMPM, Importer Master Maintenance. The Importer of Record field will be entered automatically from the record.
17. In the Electronic Invoicing section of this tab, there are four radio buttons, which can not be modified.
Whether or not the customer receives invoices electronically is determined by the ARINVOICE document type on the customer's Mail/Fax tab. This information can also be updated in program OEXP, Fast Order Entry, when a sales order is being entered for the customer.
Email: The Send Type pop-list for the ARINVOICE document type for this customer is set to eMail.
Fax: The Send Type pop-list for the ARINVOICE document type for this customer is set to Fax.
Mail: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed.
Unsure: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed, and the Person's Name field is set to Unsure.
Return to Tab List
Customer records can be queried in this program by the fields on this tab.
1. In the Ship Via Cd field, enter the ship via code for the customer. This code determines the method of shipment for this customer.
2. In the FOB Cd field, enter the FOB code for the customer. This code determines the shipping point where the ownership of material changes hands.
3. In the Terms Cd field, enter the terms code for the customer. This code determines the payment and discount terms for the customer.
4. In the Tax Exempt Group field, enter the tax exemption group to which this customer belongs, if appropriate.
Tax exemption groups are assigned product codes. If a customer is assigned a tax exemption group and the item on the sales order belongs to a product code assigned to the tax exemption group, tax will not be charged for that line item.
For information on how tax is calculated on sales orders, see the Taxing Procedure section.
5. If the customer is exempt from taxes, enter the customer's tax exemption number in the Tax Exempt No field.
If a tax exemption number is entered, you should have also entered a tax exemption group in the Tax Exempt Group field.
A tax exemption number does not have to be entered for a customer to be exempt from taxes.
For information on how tax is calculated on sales orders, see the Taxing Procedure section.
6. If the customer is exempt from taxes, in the Expire Dt field, enter the date on which the tax exempt number expires.
If no date is entered here, the default is the system date plus the value entered for the TAX_EXEMPT_EXPIRE_DAYS parameter in program MURM, Initialization Parameter Maintenance.
7. In the Vendor No field, enter the vendor ID for this customer.
Customers with a vendor ID can have a refund voucher created automatically from the service warranty module.
The vendor must exist in program VEMM, Vendor Master Maintenance.
If the vendor in program VEMM, Vendor Master Maintenance, has the Internal Vendor flag set to on, the vendor cannot be removed here. Also, once an Internal vendor has been assigned to one customer record, it cannot be assigned to any other customer records. For more information, see the Internal Suppliers section.
8. In the Cust Class field, enter the customer class for this customer.
Customer classes are entered in program CMAM, Customer Account Class Maintenance.
9. In the Cust Price Group field, enter the customer price group, if appropriate.
Customer price groups are entered in program CMPM, Customer Price Group Maintenance. Customer price groups are used in the pricing matrix.
For more information on pricing, see the Pricing section.
10. In the Buying Group field, enter the buying group to which the customer belongs, if appropriate.
Customer buying groups are entered in program CMBG, Buying Group Maintenance.
11. In the Cust Acct Ref field, enter the customer's reference, if desired.
12. In the Surcharge field, enter the surcharge amount per pound for this customer. If you leave this field set to 0.000, the item's surcharge amount will be used instead.
See the Customer/Item Surcharges section for more information.
13. Set the customer's Status pop-list to Active. If the customer status is inactive, the customer cannot be used in the system.
This pop-list cannot be changed to Inactive if the customer has any open sales orders, quotations, or an open accounts receivable balance.
If a customer has the Status pop-list set to Inactive, the customer name in the header will be displayed in red.
14. Set the Price Method pop-list for the customer to Standard, Margin, or Revenue. See the Pricing section for more information.
15. In the Revenue Level field, enter the desired revenue level. When the gross unit price or list price for the entire sales order is greater than or equal to the value here, the customer will get the best price from the price matrix for the items on the order for which pricing exists in program CMPC, Price Matrix Maintenance, regardless of the quantity.
In order for the revenue level to be considered, the Price Method for the customer must be set to Revenue on the Attributes tab.
The default value for this field is set up in program MURM, Initialization Parameter Maintenance, for the CMMM_DEF_REVENUE_LEVEL parameter.
Whether revenue pricing is based on the gross list price or the gross unit price is determined by the CMMM_REV_LEVEL_TYPE in program MURM, Initialization Parameter Maintenance.
16. The Statement Print pop-list determines when statements will print for this customer. The choices are balance, never, always, and manual.
Balance will suppress statements for customers who have a zero balance when statements are run.
Never will never allow statements to print for the customer.
Always will always print statements.
Manual will only print statements when Manual is selected in program ARRS, Review Statements.
17. In the Allocation Type pop-list, select the Allocation Type for this customer. A customer can only be assigned to one allocation type.
If a customer is assigned an allocation type, and the customer orders an item with a quantity on hand lower than the item's trigger level, the customer will only be able to order the allocation amount for the allocation type to which the customer is assigned.
For more information, see Sales Restrictions by Low Stock Allocation.
18. Set the Invoice Print flag to the desired setting. The setting of this pop-list determines the invoice printing and aging for the customer. Choices are:
Suppress: Invoices for this customer are never printed during batch printing of invoices. In order to print invoices for this customer, you must enter the invoice number manually when running program ARIP, Invoice Print. The invoice date is calculated as normal with program ARIE, One-Step Invoice Entry, or program OESJ, Sales Order End of Day and Journals.
Normal: Invoices are printed for the customer during batch printing when the invoice print flag is set to on. The invoice date is calculated as normal with program ARIE, One-Step Invoice Entry, or program OESJ, Sales Order End of Day and Journals.
Weekly: The invoice date is changed to the last Friday of the week. The invoice will be printed when program ARIP, Invoice Print, is run on the invoice date, as long as the invoice print flag is set to on. If the last business day of the month falls in the middle of the week, the invoice date will be the last business day of the month.
Bi-Monthly: The invoice date is changed to the first business day on or after the 16th of the month, or the last business day of the month, which ever is first depending on the sales order ship date. The invoice will be printed when program ARIP, Invoice Print, is run on the invoice date, as long as the invoice print flag is set to on.
Monthly: The invoice date is changed to the last business day of the month. The invoice will be printed when program ARIP, Invoice Print, is run on the invoice date, as long as the invoice print flag is set to on.
Business days are determined by the work days in the shop calendar for a month.
The invoice date will be reset from the invoice date calculated in program OESJ, Sales Order End of Day and Journals, or program ARIE, One-Step Invoice Entry.
19. Set the Surcharge Print pop-list to Detail or Summary. If you are using Customer/Item Surcharges, and you have a custom invoice print, when this flag is set to Detail, the surcharges will print for each line item on the invoice. When this flag is set to Summary, the surcharge total will print on the invoice.
20. In the Quote Days Valid field, enter the number of days that the quote price is to be used. This determines the effective dates for the price matrix entry.
This information will only be used if the Save Quote Prices flag is set to on in program ARLM, Location maintenance.
The number of days entered for the customer overrides the Quote Effective Days entered in program ARLM, Location Maintenance.
For more information, see the Quotation Pricing section.
21. In the Lead Time field, enter the default number of days in advance that a sales order must be shipped in order to reach the customer by the requested date.
This value is used in calculating the estimated ship date in order entry.
This lead time is used when the ship to code on the sales order is 'SAME' or 'DROP', and when the ship to code has no entered lead time.
The lead time entered for the ship to codes for this customer will override the lead time entered here.
22. In the SIC Cd field, enter the SIC code for reference, if appropriate. The SIC code is the standard industrial classification code.
23. In the Rank field, enter the customer's rank, if desired. Customer rank is user-defined.
24. In the Invoice Copies field, enter the number of invoice copies that will be printed for this customer. This is used for custom invoices only.
25. In the Currency Code field, enter the currency code for the customer.
Sales order forms will be printed in this currency.
Customer payments will be entered in this currency.
For more information, see the Accounts Receivable and Alternate Currencies section.
26. If the customer is allowed discounts in the sales order entry programs, set the Discounts Allowed flag to on.
27. If this customer allows backorders, set the Back Orders Ok flag to on. The setting of this flag is the default setting for sales orders entered for this customer.
28. If the customer is required to have a purchase order number entered for sales orders, set the PO number required flag to on.
29. Set the Print Detailed Invoice flag to the desired setting.
If this flag is set to on, sales order detail information will be printed on invoices for this customer.
If this flag is set to off, only sales order summary information will be printed on invoices.
Invoices are printed when program ARIP, Invoice Print, is run.
30. If sales order acknowledgments must be printed for this customer, set the Acknowledgments flag to on. This flag can be changed for each sales order in the sales order entry programs.
31. If this customer has a warranty and can be entered for service warranty transactions, set the Eligible for Warranty flag to on.
32. Set the Allocation Override flag to the desired setting.
This flag determines whether the customer will receive a warning or will be restricted in the quantity ordered when the customer is assigned an allocation type and orders an item with a quantity on hand lower than the item's trigger level.
If the flag is set to on, the sales order entry program will display a warning if the customer has ordered a quantity greater than the allocation amount for the allocation type to which the customer is assigned.
If the flag is set to off, the sales order entry program will display a message and prompt you the user to change the ordered quantity to a quantity greater than or equal to the allocation amount got the allocation type to which the customer is assigned.
33. Set the Next Mailer Reqd flag to the desired setting. Program CMLB, Customer Mailing Labels (Avery 5162), can be used to print labels for only those customers with the Next Mailer Reqd flag set to on.
34. If release authorization is required for point of sale orders, set the Auth required in POS flag to on.
35. If Customer/Item Surcharges will be calculated for this customer, set the Add Surcharges flag to on.
36. Set the Merge Orders flag to the desired setting. When this flag is set to on, sales orders for this customer that were entered in merge-designated locations will be delayed from batch shipment with program OESB, Sales Order Batch Shipping, to allow them to be collected and merged at the same time.
Merge designated sales locations have the Merge Orders flag set to on in program ARLM, Location Maintenance.
The merge time is determined by the Merge Time field in program ARLM, Location Maintenance.
Return to Tab List
1. If the customer had been previously entered into the system in another enterprise, you can copy the information from another enterprise. Enter the enterprise from which you wish to copy the information in the field next to the [Copy Detail from Enterprise] button. Press the button.
Information will be copied if the same codes exist in both enterprises. If the codes do not exist in both enterprises, they will not be copied.
2. In the Freight Cd field, enter the freight code for the customer. This code determines the method of freight payment.
3. In the Tax ID field, enter the tax code for the customer. This code determines the tax type and percentage for the customer.
For information on how tax is calculated on sales orders, see the Taxing Procedure section.
4. In the Reason Cd field, enter the sales reason code. The sales reason codes will default to the sales order entry programs, where it is mandatory.
5. In the Sls Location field, enter the sales location for the customer. This is the default sales location for order entry for this customer.
6. If service charges can be calculated for this customer, set the Service Charges flag to on.
7. In the Sales Rep field, enter the sales representative for this customer's account. This information will be added to the Sales Reps Tab automatically.
If you change the sales representative, you will be asked if you wish to Add the new sales representative or Replace the existing sales representative for the customer.
If you select Add, the new sales representative will be added to the Sales Reps Tab, and other sales representatives will not be removed from the customer record.
If you select Replace, the new sales representative will be added to the Sales Reps Tab, and the sales representative that was in the Sales Rep field previously will be removed from the Sales Reps Tab. Other sales representatives assigned to the customer will not be affected.
8. In the Region and Territory field, the region and territory will default from the sales representative, but they can be changed.
9. If the sales representative has been changed from a previously entered sales representative, the last sales representative that was assigned to the customer is displayed in the Last Sales Rep field. The date on which the change was made is displayed in the Last Sales Rep Dt field. Neither of these fields can be changed manually.
10. In the Location Overrides section, you can set up minimum order values for this customer by sales location. The entries here override the setting for the sales location in program ARLM, Location Maintenance.
The minimum order value can be set up by location and by customer. To set up the minimum order value for the location, go to program ARLM, Location Maintenance. To set up the minimum order value for a customer, go to program CMMM, Customer Master Maintenance.
11. In the Location field, enter the sales location for which you are defining a minimum order value for this customer.
12. In the Min Order Value field, enter the gross order dollar amount below which a miscellaneous charge will be added to the sales order for this customer and location.
If the gross order value of the sales order is equal to or less than the amount entered for the location or customer, the miscellaneous code assigned in the MOV Misc Cd field in program ARLM, Location Maintenance will be applied to the sales order.
13. Press [Commit].
Return to Tab List
Sales representatives that will receive commissions for sales orders by default for this customer can be assigned by ship to code. The sales representatives that will be used when the ship to code is 'SAME' or 'DROP' are entered on the Sales Reps Tab. Sales representatives that will be used for other ship to codes are entered by ship to code on the Shipping Sales Reps Tab.
1. The sales representative entered on the Enterprise Tab is entered on the Sales Reps Tab automatically.
2. To enter additional sales representatives, enter the sales representative ID in the Sales Rep field.
Both product and volume sales representatives can be entered.
The sales representatives entered here is will receive commissions for sales orders entered for the item.
The sales representatives entered here will default on the sales orders entered in the sales order entry programs.
Sales representatives can also be entered and removed manually for specific sales orders in the sales order entry programs.
3. In the Commission Code field, for product sales representatives, enter the commission code that will be used on sales order lines.
For volume sales representatives, no matter what commission code is entered here, the commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is used to calculate the commission during sales order entry.
4. In the Commission Value Pct field, enter the percentage of the sales order total or sales order line total that will be used to calculate the sales representative's commission for sales orders. If there is more than one sales representative, each one can have the commission calculated from one hundred percent of the order total.
5. Sales representatives assigned to ship to codes override the sales representatives assigned to the customer record.
When the ship to code is changed in the sales order entry programs, the ship to address to which it is changed then determines the default sales order representatives that will receive a commission for the order.
Ship to code sales representatives are entered on the Shipping Sales Reps Tab.
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Customer contact information is entered for customers and ship to codes in program SPWM, System Contacts Maintenance, using the Contacts Tab in program CMMM, Customer Master Maintenance, or program CMCM, Customer Credit Maintenance. The primary flag indicates that this contact is the primary contact for the customer and ship to code.
Primary contacts are automatically included in the Attn line for the ship to code entered during sales order entry, provided no name was entered on the Attention line for the ship to code.
1. Contact information displayed on this tab can also be maintained in program SPWM, System Contacts Maintenance, and program CMCM, Customer Credit Maintenance.
2. In the Contact field, enter the contact name.
3. If the contact is assigned to a ship to code, enter the ship to code to which the contact is assigned in the Ship To Cd field.
4. In the Email field, enter the customer email address.
5. In the Web User ID field, enter the user ID for this contact, if appropriate. This is a user-defined field, for reference only.
6. In the Web Pswd field, enter the password for this contact, if appropriate. This is a user-defined field, for reference only.
7. Set the Recipient flag to the desired setting. Only one contact per ship to code can have the Recipient flag set to on.
The contact with this flag set to on will be used as the default on the Attn line for this customer and ship to code on sales orders entered in program OEOE, Sales Order Entry Maintenance. The Business phone number for the contact will be entered in the Phone field for the ship to code.
For contacts not assigned to a ship to code, the contact with the Recipient flag set to on will be used for the SAME ship to code.
For more information, see the Addresses section of the Sales Order Entry Features.
8. Set the Primary flag to the desired setting. Only one contact per ship to code can have the Primary flag set to on.
The contact with this flag set to on will be used as the default on the Attention line for this customer and ship to code in sales order entry, provided that nothing has been entered on the Attention field for the ship to code, and no Recipient contact exists for the ship to code.
For contacts not assigned to a ship to code, the contact with the Primary flag set to on will be used for the SAME ship to code.
9. In the User 1 through 4 fields, you can enter user-defined codes for the contacts. The list of values will display all previously entered user-defined codes in the same user field.
User 1 through 4 field labels are entered in program SPUF, Contact Field User Title Maintenance.
Codes are defined in program SPUC, Contact User Codes Maintenance. If a code is entered that does not exist in program SPUC, Contact User Codes Maintenance, it will be entered automatically.
10. Enter any notes for the contact.
11. Once you have finished entering the contact information, go to the lower part of the tab to enter telephone numbers.
Multiple telephone numbers can be entered for contacts.
12. Two telephone types are standard with NDS Applications. These are Business and Fax. All contacts will have these two telephone type records, and they cannot be deleted. However, the fields can be left blank if they do not apply.
Other telephone types can be entered by the user in program SPFT, Maintain Phone Types, and defined by contact in this program.
13. In the Phone Number fields for the Business and Fax telephone types, enter the business and fax telephone numbers for the contact, if appropriate.
14. To enter another telephone type record, set the Type pop-list to the desired setting. This pop-list contains all telephone types entered in program SPFT, Maintain Phone Types.
15. In the Phone Number field, enter the telephone number for the selected phone type.
16. When all telephone numbers have been entered, press [Commit].
17. You can email the contact using your default MAPI program. The program uses the program defined for the WEBBROWSER key in program MURM, Initialization Parameter Maintenance, as a starting point in determining the default MAPI program.
Query the customer for which you wish to email a contact.
Press
the [Mail To] 
button.
The program will open a blank email with the contact's email address in the To: field. You would then compose the email and send it.
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New features added, version 7.5.2
1. More than one ship to address can be entered on the Shipping Address Tab. When a ship to code is used during sales order entry, its default information will override the customer master information.
If you have not yet entered a ship to code for the customer, the information from the Address Tab will be displayed here without a ship to code, and will be used as the default ship to information.
2. To enter a new ship to code, enter the new code in the Ship To Code field. You need to press [New Record] if ship to codes already exist for the customer.
If you enter a new ship to address, and leave the ship to code field blank, a new ship to code will be created for the customer when the sales order is created.
3. Enter the ship to name in the Ship Name field.
4. In the Attn field, enter the name to be displayed in the Attention line for the ship to address. If no information is entered here, the primary contact from the Contacts Tab will be used.
5. In the Address fields, enter the ship to street address.
6. In the City field, enter the ship to city.
7. In the State field, enter the ship to state.
8. In the Zip field, enter the ship to zip code.
If you leave the city and state blank, you can use the list of values on the zip code field to select the zip code from program SPZM, Zip Code Maintenance, and the city and state will be entered automatically.
If you enter the city and state manually, and then use the list of values to select the zip code, your entries will take precedence over those in the zip code record selected.
For those using the Clippership Interface or Connectship / WorldEase Interface, the ship to address zip component must NOT contain any embedded spaces. For example "Big City VA 99999-1000 USA" will parse correctly, but "Vancouver BC 9CH 4BG Canada" will produce an incorrect zip code for clipper. "Vancouver BC 9CH4BG Canada" would work correctly.
9. In the Country field, enter the ship to country. The list of values includes countries entered in program SPNM, Country Code Maintenance.
The country will only be included in the sales order addresses under the following circumstances:
The ship to country is different than the financial enterprise country.
There is only one address line in the ship to address field.
10. In the Phone field, enter the telephone number for this ship to address, if desired.
11. In the Fax field, enter the fax number for this ship to address, if desired.
12. In the Shipvia Cd field, enter the ship via code for this ship to code.
13. In the FOB Cd field, enter the FOB code for this ship to code.
14. In the Cust Acct Ref field, enter the customer reference information for this ship to code, if desired.
15. In the SPLC Code field, enter the Single Point Location Code or NMFTA terminal ID for this address, if appropriate.
16. In the Loc Type field, enter the location type code for this ship to address, if desired. Location types are user defined.
17. Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.
18. Press [Commit].
19. Select the Shipping Enterprise Tab to enter financial enterprise specific details for the ship to code.
When this ship to code is used during sales order entry, its default information will override the customer master information entered on the first page. The enterprise record will not be created automatically. You should only enter information here if it is different than the default customer information.
In the Tax ID field, enter the tax code for this ship to code in the current financial enterprise.
In the Freight Cd field, enter the freight code for this ship to code in the current financial enterprise.
In the Sales Loc. field, enter the sales location for this ship to code in the current financial enterprise.
In the Sales Rep field, enter the sales representative for this ship to code in the current financial enterprise. This information will be copied to the Shipping Sales Reps Tab.
The Region and Territory fields will default from the ship to sales representative, but can be changed. These indicate the sales region and sales territory for the ship to code in the current financial enterprise.
In the lead time field, enter the number of days in advance that a sales order must be shipped in order to reach the ship to address by the requested date.
This value is used in calculation of the estimated ship date in order entry.
The lead time entered for the ship to code overrides the default lead time for the customer entered on the Attributes Tab.
Press [Commit].
20. Select the Shipping Sales Reps Tab to enter sales representatives for the ship to code.
Enter the sales representatives who will receive sales commissions from sales orders shipped to this address.
In the Commission Code field, for product sales representatives, enter the commission code that will be used on sales order lines.
For volume sales representatives, no matter what commission code is entered here, the commission code for the sales representative from program SMMM, Sales Representative Master Maintenance, is used to calculate the commission during sales order entry.
In the Commission Value Pct field, enter the percentage of the sales order total or sales order line total that will be used to calculate the sales representative's commission for sales orders. If there is more than one sales representative, each one can have the commission calculated from one hundred percent of the order total.
The sales representatives will default to the sales order in the sales order entry programs when the ship to code is changed to this code.
Sales representatives can be added and removed from sales orders in the sales order entry programs.
21. Select the Shipping Charges Tab to enter the miscellaneous codes for the customer and ship to code.
Miscellaneous codes can be assigned to customers and ship to codes in this program. Each ship to code can be assigned multiple miscellaneous codes, but miscellaneous codes cannot be entered twice for a customer. When the ship to code is entered for a customer number during order entry, the miscellaneous codes will be copied to the sales order.
Miscellaneous codes are copied to sales orders from customer credit records, customer ship to codes, payment types, and ship via codes.
You can only enter amounts for miscellaneous codes defined with value source E - User Entered in program SPMC, Miscellaneous Code Maintenance.
22. Select the Shipping Mail/Fax Tab to set up Printing Reports for Customers to Email and Printing Reports for Customers to Fax for specific ship to codes. For more information, see those sections of the Help.
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New features added, version 7.5.1
Enter customer third party accounts for vendors. Customer third party accounts can be ship via group specific, ship via code specific, or neither. When a third party account is assigned to a ship via group, it will be applied to all ship via codes assigned to that ship via group in program SPSF, Ship Via Code Maintenance.
1. In the Ship Via field, enter the ship via code for which this 3rd Party Billing account is valid.
2. In the Ship Via Group field, enter the ship via group for which this third party account is valid, if appropriate. If you enter a ship via group, you cannot enter a ship via code.
3. In the Shipto Cd field, enter the ship to code for which this account is valid, if appropriate. If you enter a ship via code, you cannot enter a ship via group.
4. In the Vendor No field, enter the vendor number for this third party account.
5. In the third Party Account field, enter the customers account number for this vendor.
6. Set the Use 3rd Party Billing flag to the desired setting.
When this flag is set to on, and the ship via code is entered for a sales order for this customer, the 3rd Party Billing flag will be set to on for the sales order, and the entered third party account will be used for the sales order.
When this flag is set to off, and the ship via code is entered for a sales order for this customer, the 3rd Party Billing flag will be set to off for the sales order, and the 3rd Party Billing account will not be used.
Either way, if a third party account is entered here for a ship via code, when the ship via code is entered for a sales order, the account will be written to the sales order.
7. Press [Commit].
8. For more information see the Third Party Shipping Accounts for Shipping Interfaces section.
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The Mail/Fax Tab is used to set up Printing Reports for Customers to Email and Printing Reports for Customers to Fax. For more information, see those sections of the Help.
This information can be updated from sales orders entered for a customer in program OEOE, Sales Order Entry Maintenance. For more information, see the Fax / Email Override section of the Sales Order Entry Features.
In addition, the setting of the document type ARINVOICE on this tab indicates what is displayed in program OEXP, Fast Order Entry, and on the Address Tab for the Electronic Invoicing. This information can also be updated in program OEXP, Fast Order Entry, when a sales order is being entered for the customer.
Email: The Send Type pop-list for the ARINVOICE document type for this customer is set to eMail.
Fax: The Send Type pop-list for the ARINVOICE document type for this customer is set to Fax.
Mail: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed.
Unsure: The Send Type pop-list for the ARINVOICE document type for this customer is set to Printed, and the Person's Name field is set to Unsure.
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On the Marketing Tab, users can enter and maintain marketing data for customers. Once this data has been entered for customers, it can be analyzed by custom reports to help direct product marketing to the customers that can benefit the most from those products. Although this tab was originally intended to contain Dunn & Bradstreet marketing information, it's not required.
1. In the D-U-N-S ® No. field, enter the Dunn & Bradstreet assigned number.
2. In the Customer AKA field, enter any names by which the customer is also known.
3. In the BEMFAB Flag field, enter the BEMFAB flag value that best indicates how well the information matches the Dunn & Bradstreet marketing file. A list of values is available, although entries are not restricted to the list of values.
The information in the lists of values is the standard Dunn & Bradstreet definitions for the codes. However, if you wish to use other definitions, you can create a custom version of the cust_mktg_bemfab_flag_vw view that contains the desired values for your marketing information.
The description for the code in the field is displayed in the tool tip that is visible when you mouse over the value.
4. In the Confidence field, enter the confidence rating for the accuracy of the data. A list of values is available, although entries are not restricted to the list of values.
The information in the lists of values is the standard Dunn & Bradstreet definitions for the codes. However, if you wish to use other definitions, you can create a custom version of the cust_mktg_confidence_code_vw view that contains the desired values for your marketing information.
The description for the code in the field is displayed in the tool tip that is visible when you mouse over the value.
5. In the SIC Code field, enter the primary standard industrial classification code for this customer. SIC codes are entered and maintained in program CMSE, SIC Code Maintenance.
The description for the code in the field is displayed in the tool tip that is visible when you mouse over the value.
6. In the NAICS Code field, enter the primary North American Industry Classification System code for this customer. NAICS codes are enter and maintained in program CMSE, SIC Code Maintenance.
The description for the code in the field is displayed in the tool tip that is visible when you mouse over the value.
7. In the Alt NAICS Code field, enter the alternate North American Industry Classification System code for this customer. NAICS codes are enter and maintained in program CMSE, SIC Code Maintenance.
The description for the code in the field is displayed in the tool tip that is visible when you mouse over the value.
8. In the Annual Sales field, enter the estimated annual sales for this customer.
9. In the Year Est field, enter the year this customer was established.
10. In the No of Employees field, enter the number of employees working for this customer.
11. In the Line of Business field, enter the general business description of this customer's primary activities.
12. In the Products field, enter the products that this customer produces or uses.
13. In the County field, enter the county in which this customer is located.
14. In the MSA field, enter the metropolitan statistical area in which this customer is located. Metropolitan statistical areas are defined by the US Census Bureau.
15. In the Ownership field, enter the type of ownership for this customer. For example, public, private, sole proprietorship, etc.
16. In the Location Type field, enter the type of location at which this customer is located.
17. In the Subsidiary field, if the customer is a subsidiary of another company, enter the company name here.
18. In the Credit Score field, the pre-screening credit score assigned to this customer.
19. In the Mfg Indicator field, enter an indicator as to whether the customer is a manufacturer or not.
20. In the Date Source field, enter the source of the marketing data.
21. In the Source Data Dt field, enter the date of the source data.
22. In the Obsolete field, enter the date on which this data is obsolete.
21. In the Last Activity Dt field, enter the date on which this data was last modified.
22. In the Last Program field, enter the program from which this data was last modified.
23. Press [Commit].
1. The Items Tab is used to define the item type codes to which the customer is assigned.
Item type codes are used to restrict the items that a customer can purchase and are set up in program IPAM, Allowed Item Type Code Maintenance.
For more information on item type codes, see the Restricting Customer / Item Purchases section.
2. Item type codes to which the customer is assigned are displayed automatically.
3. Set the Warning Only flag to the desired setting.
If the flag is set to on for the customer, when a sales order line is entered for an item that the customer is not allowed to purchase, the program will display a warning, but will allow the entry.
If the flag is set to off for the customer, when a sales order line is entered for an item that the customer is not allowed to purchase, the program will not allow the entry and displays a warning.
4. To assign the customer to an item type code, use the list of values in the Code field to select the desired code.
5. Set the Include flag to the desired setting. If the customer can only order items assigned to the item type code, set the Include flag to on for the customer.
In sales order entry programs, when an item that is not assigned to this item type code is entered on a sales order line for this customer, a warning will be displayed stating that the customer can not order the item. If the Warning Only flag is set to off for the customer, you will not be able to enter the line item.
6. If the customer can only order items not assigned to the item type code, set the Include flag to off for the customer.
In sales order entry programs, when an item that is assigned to this item type code is entered on a sales order line for this customer, a warning will be displayed stating that the customer can not order the item. If the Warning Only flag is set to off for the customer, you will not be able to enter the line item.
7. To remove the customer from the item type code, select the item type code and press [Delete Record].
8. Press [Commit].
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1. Select the Template Tab. All templates currently assigned to the customer will be displayed.
2. To add a template, select the Template Selector Tab.
Only templates that have the Conformance flag set to on in program ESTM, Engineering Template Maintenance, will be displayed here to be selected.
4. Find the template that you wish to add to the customer.
5. Set the Action flag to Add.
6. Press [Commit].
7. To remove a template, set the Action flag to Delete and press [Commit].
8. To enter values for the template variables, select the Template Specifications Tab. All specifications for the templates assigned to the customer will be displayed, and can be modified.
Variables can be added to customers on the fly. The variable must exist in program ESVM, Engineering Variable Maintenance, to be entered.
If you enter a variable on the fly, you must also enter a template for the variable. The variable does not have to be assigned to the template in program ESTM, Engineering Template Maintenance.
For variable values, if the LOV Required flag is set to on in program ESVM, Engineering Variable Maintenance, for the variable, then the value entered must match the list of values created for the variable in program ESVM, Engineering Variable Maintenance.
If the LOV Required flag is set to off, any values can be entered.
9. Press [Commit].
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If price contracts entered in program CMCP, Customer Contract Maintenance, are being shared among multiple customers, the shared contracts for a customer can be assigned and viewed with the Contracts Tab in this program. These are the customers entered and displayed under the [Sharing] button in program CMCP, Customer Contract Maintenance, for a contract.
If the customer is the primary customer for which the contract was initially entered in program CMCP, Customer Contract Maintenance, the contract will not be displayed with the Contracts Tab.
When the tab is selected, the contracts that have been shared with this customer will be displayed. If you wish to share the contract with this customer, you can do so in this program. Be aware that once a contract is shared, the contract cannot be released with program CMRO, Customer Contract Release, and will be only a price contract.
1. Select the Contracts Tab. If this customer is sharing price contracts entered in program CMCP, Customer Contract Maintenance, the contract ID and owner customer number will be displayed.
2. In the Contract No field, enter the contract ID from program CMCP, Customer Contract Maintenance, to which you wish to add this customer.
3. In the Customer PO field, enter the purchase order number for this customer and the item, if appropriate.
4. Set the Share Sales Reps flag to the desired setting. When this flag is set to on, the sales representative assigned to the contract line item will be used on the sales order line. When this flag is set to off, the sales representative assigned to the customer record will be used for the sales order line.
5. Press [Commit].
When contracts are shared among customers, the contracts become price contracts and no releases can be made with program CMRO, Customer Contract Release. For more information on price contracts, see the Pricing section and the write up on program CMCP, Customer Contract Maintenance.
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The customer can be assigned to a default customer price group in program CMMM, Customer Master Maintenance. The customer can also be assigned to different price groups for specific material types or product codes on the Pricing Tab. This will override the default price group during sales order entry with program OEOE, Sales Order Entry Maintenance.
1. If the customer is assigned to a specific price group for certain product groups, product codes, or product lines, go to the Pricing Tab.
2. In the Product Code/Product Group field, enter the product code or product group for which you are setting up a price matrix.
3. In the Material Type field, enter the material type for which you are setting up a price matrix, if appropriate.
4. In the Cust Price Group field, enter the customer price group to which this customer is assigned for the product group, product code, or product line.
5. Press [Commit].
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If the customer is using Customer/Item Surcharges, and the customer has specific items that will have a different surcharge than the item's surcharge or the customer's surcharge, those surcharges are set up here.
1. In the Item No field, enter the item to which the different surcharge will apply.
2. In the Surcharge field, enter the surcharge amount per pound for this customer and item.
3. Press [Commit].
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If the customer is using EDI, enter the EDI default information here. These are validated by the system.
1. In the EDI Type field, select the EDI Type being transmitted. EDI description is automatically filled in based on the EDI type selection.
2. In the EDI Template field, double click to get a list of EDI templates and choose the correct template.
3. Set the In or Out field to be In or Outbound, depending on how you transmit or receive EDI data for this customer.
4. Check or uncheck the Active flag.
Press this button to copy the enterprise specific details from the existing record in the enterprise that was entered in the field to the right of this button. Codes will only be copied if they are the same in both enterprises.
Press this button to open an email to the contact's email address using your default MAPI program.
Press this button to recalculate the surcharges in open orders for this customer.