Customer Template Maintenance

If you edit this topic, review Customer Template Maintenance Database Information.

Menu Path: Accounts Receivable Images\bluerarw.gif Module Setup Images\bluerarw.gif Customers Images\bluerarw.gif Customer Template Maintenance

Purpose

Add, update, or delete customer templates.

Overview

Use Customer Template Maintenance to create new customer templates or update, delete, and copy existing customer templates. Customer templates are set up to facilitate and improve the accuracy of information required for the creation of new customers. There are many fields and options available when setting up new customers in Customer Maintenance. Customer Template Maintenance allows you to set up multiple templates, so that many of these fields and options can automatically default to your designated selections. The goal is to both minimize the amount of time it takes to set up a new customer, and to automate the field and option settings that you want for certain groupings of customers.

The tabs in this window are similar to the tabs in Customer Maintenance.

For database information for this window, see Customer Template Maintenance Database Information.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer Template Maintenance window.

New

Click this button to create a new customer template.

Update

Click this button to edit the selected customer template.

Delete

Click this button to delete the selected customer template.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first customer template.

Prev

Click this button to display the previous customer template.

Next

Click this button to display the next customer template.

Last

Click this button to display the last customer template.

Trading Partner

Click this button to display EDI Trading Partner Maintenance, which allows you to view information for the selected EDI trading partner ID. This button is only available if the Options tab is displayed.

Fields and Buttons

Field or Button

Description

Template Code

Enter a customer template code or click the Lookup button to select a customer template code.

Name

Enter a customer template name, or click the Lookup button to select a customer template name.

Main Tab Fields and Buttons

Field or Button

Description

Active

Select this check box if you want customers created from the template to be active and listed in all Lookup windows. This check box is selected by default.

Used for Prospect/Customer Generation

Select this check box if the customer template will be used to convert prospects to qualified prospects or customers. If this check box is selected, additional fields are required for the customer template (the fields needed to create a qualified prospect or customer).

Type

Click the Lookup button to select one of the following customer types:

  • Customer - A regular customer for which sales orders can be entered.

  • Customer-Ship To - A customer to which products are shipped, but which is not billed directly. You can select this option to indicate a specific store associated with a billing customer.

  • Finance Company - A third-party financing company for which sales orders cannot be entered.

  • Paying Customer Only - A third-party non-financing company that remits payments for multiple unrelated customers (e.g., UPS for C.O.D. shipments).

  • Qualified Prospect - A prospect who can only have quote type orders entered.

This field defaults to Customer.

Customer MFG#

Enter a ten-digit manufacturing number for customers created from the template. This number is used as a prefix for the UCC128 and SGTIN numbers for a customer's packages.

Note If you enter less than ten digits for a customer, the number is automatically prefixed with zeros.

Country

Enter the country for the template, or click the Lookup button to select a country. The country controls the format and/or validation of the customer's postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

Language

Enter the primary language spoken by customers created from the template.

Bill-To Tab Fields and Buttons

Field or Button

Description

Active

Select this check box if you want bill-to addresses for customers created from the template to be active, available in Lookup windows, and available during sales order entry. This check box is selected by default.

Use Billing Customer Code Address Information

Select this check box to default the address information from the related billing customer code's primary bill-to address and to select the Use Billing Customer Code Address Information check box in Customer Maintenance for customers created from the template. You can select a billing customer code on the A/R tab. This check box is cleared by default.

Ship-To Tab Fields and Buttons

Field or Button

Description

Country

Enter the country for the ship-to address of customers created from the template, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

Active

Select this check box if you want ship-to addresses for customers created from the template to be active, available in Lookup windows, and available during sales order entry. This check box is selected by default.

Shipper ID

Enter the preferred shipper ID for customers created from the template, or click the Lookup button to select the shipper ID.

Shipping Mode

Enter the shipping mode for the ship-to address for customers created from the template if you are using an external shipping interface.

Example R is the residential code for the UPS shipping interface.

Freight Collection

Enter the default freight collection terms code for orders of customers created from the template, or click the Lookup button to select a default freight collection terms code. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance.

FOB

Enter the default FOB (Freight On Board) used during sales order entry for customers created from the template.

Tax Jurisdiction

Enter a valid tax jurisdiction for the ship-to address for customers created from the template, or click the Lookup button to select a tax jurisdiction. You must enter a tax jurisdiction if the customers created from the template are to be taxed only if it is required for the ship-to country.

NOTE When the system uses AvaTax interface, the value for this field is automatically set to None.

Tax Exempt

Select this check box if the ship-to address for customers created from the template is always tax-exempt for all products shipped to it.

State/Province Tax Exempt #

If this ship-to address of customers created from the template is always exempt from state/province tax for all products shipped to it, enter the customer’s state/province tax exemption number.

Entity Use Code

Enter a custom code to indicate the type of tax exemption or click the Lookup button to select a standard code from the list. This field is only enabled when AvaTax interface is used and if you select the Tax Exempt check box.

Federal Tax Exempt #

If the ship-to address of customers created from the template is always exempt from tax for the country for all products shipped to it, enter the customer’s country tax exemption number. This field is informational-only.

Sales Tab Fields and Buttons

Field or Button

Description

Sales Representative 1

Enter the main sales representative that handles customers created from the template, or click the Lookup button to select a sales representative. Sales representatives are set up in Sales Representative Maintenance.

Sales Representative 2

Enter an additional sales representative that handles customers created from the template, or click the Lookup button to select a sales representative. Sales representatives are set up in Sales Representative Maintenance.

Shipping Location

Enter the main shipping location that services customers created from the template, or click the Lookup button to select a shipping location. Locations are set up in Location Maintenance.

Sales Location

Enter the main sales location that services customers created from the template, or click the Lookup button to select a sales location. Locations are set up in Location Maintenance.

Customer Division

Enter the customer division that handles customers created from the template, or click the Lookup button to select a customer division. The customer division is a customer grouping used for EIS and sales analysis.

Sales Group

Enter the sales group that handles customers created from the template, or click the Lookup button to select a sales group. The sales group is a customer grouping used for EIS and sales analysis.

Sales Territory

Enter the sales territory that handles customers created from the template, or click the Lookup button to select a sales territory. The sales territory is a customer grouping used for EIS and sales analysis.

Default Shipper

Enter the default shipper ID for customers created from the template, or click the Lookup button to select a shipper ID.

Freight Cap %

Enter the freight cap percentage for customers created from the template. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage. This percentage is the default for the customer's orders, but can be overridden for a specific order.

Pricing Customer Code

Enter the customer code to use for price calculations for customers created from the template, or click the Lookup button to select a customer code.

Price Book Group

Enter the price book group for customers created from the template, or click the Lookup button to select the price book group. The price book group is a customer grouping to use for price calculations. For information on setting up price book groups, see Price Book Group Maintenance.

History Customer Code

Enter the customer code to use for sales history purposes for customers created from the template, or click the Lookup button to select a customer code.

Bookings Group

Enter the bookings group for customers created from the template, or click the Lookup button to select the bookings group. For information on setting up bookings groups, see Bookings Group Maintenance.

Commission Book

Enter the commission book to use for customers created from the template, or click the Lookup button to select a commission book. The commission book is a customer grouping to use for commission calculations.

Sales Representative By Line Item

Select this check box if you want each order line for customers created from the template to be evaluated to determine the sales representative that will receive commission for the line item.

Marketing Representative 1

Enter the main marketing representative responsible for customers created from the template, or click the Lookup button to select a marketing representative.

Marketing Representative 2

Enter a secondary marketing representative responsible for customers created from the template, or click the Lookup button to select a marketing representative.

Order Acknowledgment Form Name

Enter the Crystal Reports form to use for the order acknowledgments of customers created from the template, or click the Lookup button to select a Crystal Report form.

Invoice Form Name

Enter the Crystal Reports form to use for invoices of customers created from the template, or click the Lookup button to select a Crystal Reports form.

Pack List Form Name

Enter the Crystal Reports form to use for pack lists (packing slips) of customers created from the template, or click the Lookup button to select a Crystal Reports form.

Exempt from Excise Tax

Select this check box if customers created from the template are exempt from excise taxes set up for excise tax categories.

Excise Tax

Enter an excise tax category for customers created from the template, or click the Lookup button to select an excise tax category. This field is disabled if the Exempt from Excise Tax check box is selected.

Click this button to add the excise tax category entered in the Excise Tax field to the Selected Excise Tax Categories grid. This button is disabled if the Exempt from Excise Tax check box is selected.

Click this button to remove the selected excise tax category from the Selected Excise Tax Categories grid. This button is disabled if the Exempt from Excise Tax check box is selected.

Click this button to remove all excise tax categories from the Selected Excise Tax Categories grid. This button is disabled if the Exempt from Excise Tax check box is selected.

Selected Excise Tax Categories

This grid displays excise tax categories for the customer template. This grid is disabled if the Exempt from Excise Tax check box is selected.

Price Book

Enter a price book to use for customers created from the template, or click the Lookup button to select a price book. For information on setting up price books, see Price Book Maintenance.

Click this button to add the price book entered in the Price Book field to the Selected Price Books grid.

Click this button to remove the selected price book from the Selected Price Books grid.

Click this button to remove all price books from the Selected Price Books grid.

Selected Price Books

This grid displays price books for the customer template.

Click this button to move a price book up in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

Click this button to move a price book down in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

A/R Tab Fields and Buttons

Field or Button

Description

Billing Customer Code

Enter the customer code that will accumulate all accounts receivable transactions for payment application, chargebacks, and collection activities for customers created from the template, or click the Lookup buttons to select a customer code.

Name (Billing Customer)

Enter the customer name that will accumulate all accounts receivable transactions for payment application, chargebacks, and collection activities for customers created from the template, or click the Lookup buttons to select a customer name.

Credit Customer Code

Enter the customer code that will accumulate all accounts receivable transactions for credit management activities for customers created from the template, or click the Lookup button to select a customer code.

If you enter a billing customer in the Billing Customer Code or Billing Customer Name field, then this field defaults to that billing customer's credit customer code, and is disabled.

Example Billing customer code A is set up with credit customer code B. If customer C is being set up with billing customer code A, then the credit customer code is automatically set to B.

Name (Credit Customer)

Enter the customer name that will accumulate all accounts receivable transactions for credit management activities for customers created from the template, or click the Lookup button to select a customer name.

If you enter a billing customer in the Billing Customer Code or Billing Customer Name field, then this field defaults to that billing customer's credit customer name, and is disabled.

Example Billing customer name A is set up with credit customer name B. If customer C is being set up with billing customer name A, then the credit customer name is automatically set to B.

Paying Customer Code

Enter the customer code of the customer that will make payments for customers created from the template, or click the Lookup button to select a customer code.

If you enter a billing customer in the Billing Customer Code or Billing Customer Name field, then this field defaults to that billing customer's paying customer code, and is disabled.

Example Billing customer code A is set up with paying customer code B. If customer C is being set up with billing customer code A, then the paying customer code is automatically set to B.

Name (Paying Customer)

Enter the customer name of the customer that will make payments for customers created from the template, or click the Lookup button to select a customer name.

If you enter a billing customer in the Billing Customer Code or Billing Customer Name field, then this field defaults to that billing customer's paying customer name, and is disabled.

Example Billing customer name A is set up with paying customer name B. If customer C is being set up with billing customer name A, then the paying customer name is automatically set to B.

Remit-to Address ID

Enter the remit-to address ID for the address where customers created from the template are supposed to remit payments, or click the Lookup button to select a remit-to address ID. Remit-to addresses are set up in Payment Remit To Address Maintenance.

Example Billing customer code A is to send their payment to a lockbox in Chicago and billing customer code B is to send their payment to a lockbox in California.

Payment Method

Click the Lookup button to select the default method of payment for customers created from the template. This field defaults to Check.

A/R

Enter the accounts receivable general ledger account for customers created from the template, or click the Lookup button to select the account.

A/R Write off Mask

Enter the accounts receivable write off mask, or click the Lookup button to select the account mask. Enter all or part of the general ledger account number. This account is used when an accounts receivable transaction is written off in Payment Apply or Open Item Apply and Resolve.

Default Currency

Enter the default currency used by customers created from the template, or click the Lookup button to select a currency. This field defaults to the general ledger default currency.

A/R Absorption

Enter the absorption general ledger account for customers created from the template, or click the Lookup button to select the account. Enter a full general ledger account number (a partial account mask is not available).

Invoice Consolidation

Click the Lookup button to select the method of consolidating confirmed pick demands into a single invoice. This field defaults to No. For more information, see Consolidate Invoices Options FAQ.

A/R Clearing

Enter the accounts receivable clearing general ledger account for customers created from the template, or click the Lookup button to select the account.

Invoice Method

Click the Lookup button to select the method of delivering invoices to customers created from the template. This field is used during the invoice printing process. Select one of the following options:

  • EDI - Transmit the invoice via EDI form 810. If you select this option, an invoice is not output for the customer during the invoice printing process.

  • Print - Output the invoice during the invoice printing process. If this option is selected and the customer is associated with a trading partner that is set up to receive EDI 810 forms, the trading partner is sent the 810 form (in addition to the invoice being output during the invoice printing process).

  • Print/No EDI - Output the invoice during the invoice printing process, and do not send the invoice via EDI (even if the customer is associated with a trading partner set up to receive invoices via EDI form 810). Use this option if an EDI trading partner typically wants to receive 810 forms, but for this specific customer does not want to receive 810 forms.

This field defaults to Print.

Cash Disc Mask

Enter the cash discounts general ledger account for customers created from the template, or click the Lookup button to select the account. Enter all or part of the general ledger account number. Terms code and sales locations are the other two areas where the cash discounts general ledger account mask can be defined. For more information, see Account Resolution Order.

Invoice Print Frequency

Click the Lookup button and select Normal or Statement to control the invoice printing process for customers created from the template. Select Normal to print invoices on a one-by-one basis. Select Statement to print invoices in a statement format (typically used where there is high transaction volume, e.g., daily, within a short period of time). This field defaults to Normal.

Chargeback Team

Enter the chargeback team responsible for resolving chargebacks with customers created from the template, or click the Lookup button to select a chargeback team. This field defaults to DEFAULT. For information on setting up chargeback teams, see Chargeback Team Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same chargeback team.

Chargeback Group

Enter the chargeback group assigned to customers created from the template, or click the Lookup button to select a chargeback group. Chargeback groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up chargeback groups, see Customer Payment Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same chargeback group.

Chargeback Division

Enter the chargeback division assigned to customers created from the template, or click the Lookup button to select a chargeback division. Chargeback divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up chargeback divisions, see Customer Payment Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same chargeback division.

Chargeback Default Grouping

Click the Lookup button to select whether customers created from the template will follow the default rules for the chargeback group or division. This field defaults to Group.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same chargeback default grouping.

Collection Team

Enter the collection team responsible for resolving collections with customers created from the template, or click the Lookup button to select the collection team. This field defaults to DEFAULT. For information on setting up collection teams, see Collection Team Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same collection team.

Collection Group

Enter the collection group assigned to customers created from the template, or click the Lookup button to select a collection group. Collection groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up collection groups, see Customer Collection Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same collection group.

Collection Division

Enter the collection division assigned to customers created from the template, or click the Lookup button to select a collection division. Collection divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up collection divisions, see Customer Collection Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same collection division.

Collection Default Grouping

Click the Lookup button to select whether customers created from the template will follow the default rules for the collection group or division. This field defaults to Group.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same collection default grouping.

Credit Team

Enter the credit team responsible for resolving credit issues with customers created from the template, or click the Lookup button to select the credit team. This field defaults to DEFAULT. For information on setting up credit teams, see Credit Team Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same credit team.

Credit Group

Enter the credit group assigned to customers created from the template, or click the Lookup button to select a credit group. Credit groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up credit groups, see Group Credit Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same credit group.

Credit Division

Enter the credit division assigned to customers created from the template, or click the Lookup button to select a credit division. Credit divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up credit divisions, see Customer Credit Rule Maintenance.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same credit division.

Credit Default Grouping

Click the Lookup button to select whether customers created from the template will follow the default rules for the credit group or division. This field defaults to Group.

Note If a billing customer code is entered, this field cannot be updated. All customers that share a billing customer must have the same credit default grouping.

Collection Statement Group

Enter the collection statement group assigned to customers created from the template, or click the Lookup button to select a collection statement group. Collection statement groups are used to group customers for collection statements.

Collection Letter Group

Enter the collection letter group assigned to customers created from the template, or click the Lookup button to select a collection letter group. Collection letter groups are used to group customers for collection letters.

Finance Charge Group

Enter the finance charge group assigned to customers created from the template, or click the Lookup button to select a finance charge group. Finance charge groups are used to group customers for finance charges.

Options Tab Fields and Buttons

Field or Button

Description

Default Order Class

Enter the default order class used for customers created from the template in Order Entry, or click the Lookup button to select the default order class.

Note During order entry, the order class defaults from the customer first. If no order class is entered, the order class defaults from the order class entered in User Extended Options.

Default F.O.B.

Enter the default FOB (Freight On Board) used for customers created from the template in Order Entry, or click the Lookup button to select the default FOB. For information on setting up FOB, see Freight On Board Maintenance.

Order Priority

Enter the default order priority used for customers created from the template in Order Entry. This field defaults to 0. The higher the number, the higher the priority for backorder releases.

Customer Pick Group

Enter the customer pick group used for customers created from the template, or click the Lookup button to select a customer pick group. Customer pick groups can be used in Pick Demand Create and Print to filter creation of pick demands for groups of customers.

Rewards Customer

Enter the rewards customer code for customers created from the template, or click the Lookup button to select the rewards customer code. This field defaults to the customer code after you save a new customer. If the customer participates in a customer rewards program, then this field must be populated. For information on setting up rewards customers, see Reward Customer Maintenance.

Example Customer A and Customer B are part of an affiliated group for customer rewards. They both have a rewards customer of A so that their results are combined.

Companion Book ID

Enter the companion book associated with customers created from the template (if you use companion products), or click the Lookup button to select a companion book. For information on setting up companion books, see Companion Book Maintenance.

Shipping Label Format

Enter the .btw file that is used for printing shipping labels for customers created from the template.

Pallet Label Format

Enter the .btw file that is used for printing pallet labels for customers created from the template.

Label Reprint Option

Select whether to relabel changes, relabel all, or never relabel for customers created from the template.

Shipping Method

Select whether to ship by air or ground to customers created from the template.

Consignment Location

Enter the consignment location prefix for customers created from the template (if necessary), or click the Lookup button to select a location prefix. For more information on customer consignment, see Consignment Order Process Flow.

Royalty Book Name

Enter the royalty book name for customers created from the template, or click the Lookup button to select a royalty book name. For information on setting up royalty books, see Royalty Book Maintenance.

Ship Orders Complete

Select this check box if you want to only ship complete orders to customers created from the template. If this check box is selected, the Ship Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete orders to the customer. If this check box is selected and certain line items on an order have not been allocated due to backorders or future allocations, the order is not shipped until all line items are allocated and ready to be shipped. This check box is cleared by default.

Ship Backorders Complete

Select this check box if you want to only ship backorders when goods are allocated in full for customers created from the template. If this check box is selected, the Ship Backorder Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete backorders for the customer. If this check box is selected and an order is on partial backorder, the allocated items from the orders are picked for shipment, but the remainder of the backorder is not shipped unless goods are allocated in full. This check box is cleared by default.

Orders Default As Freight Free

Select this check box if you do not want to charge freight on orders to customers created from the template. This check box is cleared by default. If this check box is selected, the Freight Free check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to charge freight for the customer.

Internal Customer

Select this check box if customers created from the template are internal customers. This check box is cleared by default. Only internal customers can be entered on an order that uses an order class for which the Use for Internal Requisitions Only check box is selected in Order Class Maintenance.

Require Order Acknowledgment

Select this check box if the order acknowledgment process must take place each time an order is placed for customers created from the template. This check box is cleared by default.

Generate Co-Op Amounts

Select this check box to allow customers created from the template to accumulate co-op amounts. Each time a co-op product is ordered, the amount assessed for that product is accumulated for the customer. This check box is cleared by default.

Cancel Backorder

Select this check box to select the check box in the Cancel Backorder column in the Items grid in O/E Line Item Entry for products ordered by customers created from the template. This check box is cleared by default.

If the check box is selected in O/E Line Item Entry for a line item, and the line item is fully backordered, the backordered quantity is canceled when a pick demand is printed for the order. If the check box is selected in O/E Line Item Entry for a line item, the line will be canceled whenever inventory is adjusted for any pick demands related to the order.

Create Consolidated Pick Demands

Select this check box to allow customers created from the template to elect to have multiple sales orders (with similar criteria, such as shipping address, payment terms, etc.) consolidated onto one pick demand for picking efficiency and shipping cost optimization. For more information, see Pick Demand Logic FAQ. This check box is cleared by default.

Require PO Number

Select this check box to force the entry of a customer’s purchase order number during order entry for customers created from the template. This check box is cleared by default.

Ignore Minimum/Multiple

Select this check box if you want minimum and multiple order and allocation quantities to be ignored for products ordered by customers created from the template.

Open Order Warning

Select this check box to display a warning message during order entry if an open order already exists for customers created from the template, and to allow the user to review the open orders.

Import Duplicate PO Number

Select this check box to allow duplicate purchase order numbers when importing orders in Order Import or EDI Order Import for customers created from the template.

Note If this check box is selected for an order class, customer, or trading partner, duplicate purchase order numbers are allowed.

Create Default Packages at Pick Demand Create

Select one of the following options to indicate whether to create packages for customers created from the customer template during pick demand creation in Pick Demand Create and Print if you use package units of measure:

  • Yes - Create packages for the customer during pick demand creation. This overrides the option for the zone.

  • No - Do not create packages for the customer during pick demand creation. This overrides the option for the zone.

  • Zone Based - Create or do not create packages based on the zone settings.

Use Pallet Shipping Labels

Select this check box if you want the wireless pick program to print out pallet labels for customers created from the template during picking based on your zone task options. This check box is cleared by default.

Allow Mixed Cartons

Select this check box to allow mixed cartons when packing for customers created from the template.

No Cartonization

Select this check box to not perform cartonization when packing for customers created from the template. This check box is cleared by default.

No Banding

Select this check box to not perform banding when packing for customers created from the template. This check box is cleared by default.

Beverage Type

Click the Lookup button to select one of the following beverage types to classify customers created from the template:

  • Military

  • None

  • Off Premise

  • On Premise

  • On/Off Combined

  • Transportation

  • Wholesale

Excise Tax Category Companion Product Restrictions

This grid displays excise tax categories for which you can restrict companion products for customers created from the template. Select the check box in the Restrict Companions column for each excise tax category for which customers created from the template are not allowed to receive companion products. For information on setting up excise tax categories, see Excise Tax Category Maintenance.

Groups Tab Fields and Buttons

Field or Button

Description

Forecast Group

Enter the forecast group that customers created from the template belong to for DRP product forecasting. For information on setting up forecast groups, see Customer Forecast Group Maintenance.

Note Every customer must be assigned to a forecast group.

Point of Sale Region ID

Enter the point of sale region that customers created from the template belong to for DRP product forecasting, or click the Lookup button to select a point of sale region. For information on setting up point of sale regions, see Point of Sale Region Maintenance.

Profit Group Code

Enter the scorecard profit group code for customers created from the template, or click the Lookup button to select a scorecard profit group code. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance.

Customer Service Team

Enter the customer service team for customers created from the template, or click the Lookup button to select a customer service team. For information on setting up customer service teams, see Customer Service Team Maintenance.

Cash Flow Group Code

Enter a cash flow group code for customers created from the template, or click the Lookup button to select a cash flow group code. For more information on setting up cash flow group codes, see Cash Flow Customer Group Maintenance.

Customer Allowance Group

Enter a customer allowance group for customers created from the template, or click the Lookup button to select a customer allowance group. For information on setting up customer allowance groups, see Customer Allowance Group Maintenance.

Sales Restriction Group Code

Enter a sales restriction group code for customers created from the template, or click the Lookup button to select a sales restriction group code. For information on setting up sales restriction groups, see Sales Restriction Group Maintenance.

Market Groups

Select the check box for each market segment and/or market group associated with customers created from the template. You can click the plus or minus symbol to the left of a market group to show or hide the market segments in the market group. If you select a market group, all market segments in the market group are selected. For information on setting up market groups and market segments, see Market Group and Segment Maintenance.

EDI Trade ID

If you are using EDI for the customers created from the template, enter a trading partner ID, or click the Lookup button to select a trading partner ID. Then, click the right-arrow button to associate the trading partner with the customer template. You can associate more than one trading partner ID with the customer template if the customers created from the template send data with multiple trade ID's.

Click this button to add the EDI trading partner ID entered in the EDI Trade ID field to the EDI Trading Partners grid.

Click this button to remove the selected EDI trading partner ID from the EDI Trading Partners grid.

EDI Trading Partners

This grid displays the EDI trading partners associated with the customers created from the template. Select the check box in the Default column for the trading partner ID that is the default trading partner for the customers created from the template. The default trading partner ID is entered by default in Order Entry when creating new sales orders for the customer.

Note When you are creating a customer template, the first trading partner you associate with the template is marked as the default trading partner automatically.

Do Not Send EDI ASN

Select this check box if you do not want to send ASN's for customers created from the template even if the trading partners associated with the customers are set up to send ASN's.

Auto Create Drop Ship POs

Select this check box to automatically create drop-ship purchase orders for customers created from the template.

Auto Create Shipment & Container

Select this check box to automatically create shipments and containers for drop-ship purchase orders for customers created from the template. This check box is only enabled if the Auto Create Drop Ship POs check box is selected.

To Port

Enter a destination port for the automatically created shipments and containers for customers created from the template, or click the Lookup button to select a port. This field is only enabled if the Auto Create Shipment & Container check box is selected. For information on setting up ports, see Port Maintenance.

Sales Location

Enter a sales location prefix if you only want to use the entered port for automatically created shipments and containers for sales orders from a specific sales location, or click the Lookup button to select a sales location prefix. This field is only enabled if the Auto Create Shipment & Container check box is selected.

Name

Enter a sales location name if you only want to use the entered port for automatically created shipments and containers for sales orders from a specific sales location, or click the Lookup button to select a sales location name. This field is only enabled if the Auto Create Shipment & Container check box is selected.

Add

Click this button to add the entered port information for automatically created shipments and containers. This button is only enabled if the Auto Create Shipment & Container check box is selected.

Start Date

Enter the first date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers, or click the drop-down arrow to select a date. This field is only enabled if the Auto Create Shipment & Container check box is selected.

End Date

Enter the last date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers, or click the drop-down arrow to select a date. This field is only enabled if the Auto Create Shipment & Container check box is selected.

Remove

Click this button to remove the port selected in the Port Selection Rules grid. This button is only enabled if the Auto Create Shipment & Container check box is selected.

Ignore Year

Select this check box to set up the destination port for the date and month range set up in the Start Date and End Date fields for every year.

Example You enter 1/1/2020 in the Start Date field and 1/31/2020 in the End Date field. You select the Ignore Year check box, and the port is used for automatic shipments and containers with scheduled delivery dates during January for 2020, 2021, 2022, etc.

This check box is only enabled if the Auto Create Shipment & Container check box is selected.

Port Selection Rules

This grid displays port selection rules for automatically created shipments and containers. You can set up different ports for different times of the year and/or sales locations to account for seasonal changes.

Other Customer Information Tab Fields and Buttons

Field or Button

Description

Customer User Defined 1 - 20

Enter the appropriate information in these customer-related user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.

Other Marketing Information Tab Fields and Buttons

Field or Button

Description

Market Segment User Defined 1-20

Enter any user-defined market segment information for the customers created from the template. The labels, formats, and validations are set up in User Defined Fields Maintenance.