Customer Preferences - FIL 38

Description/Instructions

Enter an order handling code for this customer or chain.

• 1 - Fill/Kill - When the order is shipped or invoiced, any unshipped or un-invoiced lines on the order are cancelled.

Order handling code 1 has a back order code of 1 at the time of invoicing.

• 2 - Back order - When the order is shipped or invoiced, any unshipped or un-invoiced lines on the order remain at their current status.

Order handling code 2 has a back order code of 2 at the time of invoicing.

• 3 - Fill/Kill and Notify - Same effect as code 1, except the customer must be notified of what is being cancelled.

Order handling code 3 has a back order code of 1 at the time of invoicing.

• 4- Back order with new purchase order - Same effect as code 1, except the customer must be contacted for a new purchase order number to be used for remaining lines. A new order is entered for remaining lines.

Order handling code 4 has a back order code of 1 at the time of invoicing.

• 5 - Must Ship Complete - All lines on this order must ship together. At the time of invoicing, unbilled lines (which should not occur) are left open.

Order handling code 5 has a back order code of 2 at the time of invoicing.

• 6 - Rush order - compensated - The order must be shipped as soon as possible at the request of the customer who is paying an additional rush delivery fee. This code is used primarily for EDI to identify special circumstances to a trading partner. At the time of billing, unbilled lines are left open.

Order handling code 6 has a back order code of 1 at the time of invoicing.

• 7- Rush order - uncompensated - The order must be shipped as soon as possible for reasons other than the customer's request. The customer is not paying an additional rush delivery fee. This code is used primarily for EDI to identify special circumstances to a trading partner. At the time of billing, unbilled lines are left open.

Order handling code 7 has a back order code of 1 at the time of invoicing.

• 8 - EDI - Fill/Kill

Order handling code 8 has a back order code of 1 at the time of invoicing.

Order handling codes, and the cancellation and billing of individual line items can be overridden or determined when you create orders and invoices. The order handling code provides the default method of handling unless overridden.

Enter a string of characters that represent the format of the customer's purchase order as follows:

@ - alphanumeric character

& - alphanumeric character or blank

* - alphanumeric character or null

# - numeric digit

$ - numeric digit or blank

% - numeric digit or null

A null indicates an unused space as opposed to a blank, which is a space containing a blank character. Any other character specified indicates that character must appear on the purchase order in that position. For example, if the mask is AB###-@&&, it indicates the purchase order number must begin with AB, followed by a three-digit number, then a dash, and then one to three characters.

All customer service personnel must be aware of how to read these edit masks. If someone enters an invalid customer purchase order for a customer with a purchase order edit mask, the system displays an error message and the required mask. Once a purchase order edit mask is established for a customer or chain, the system automatically checks for duplicate purchase orders and alerts order entry operators.

This field controls the amount of characters that can be entered in the Customer PO number field in order entry. To use 24 characters to enter a PO, ensure that this field is set-up correctly with more than 12 characters (i.e., #####$$##@@@@).

The extended PO# field is primarily for EDI relationships where the customer's PO number includes accounting codes and store numbers.

Following are examples:

• @@#####    - The purchase order number must begin with any two alphanumeric characters, followed by a five-digit number, for example, AB12345.

• #####$$$ or #####%%% - The purchase order number must be a number between five and eight digits in length.

• CD###-@&& -    The purchase order number must be the characters CD, followed by a three-digit number, then a dash, and then one to three characters, for example, CD456-E, or CD789-FGH.

• #####$$$@@@    - The purchase order number must be an eight-digit number (where the last three digits are optional), followed by any three characters, for example, 12345_ _ _ JKL, or 1234567_JKL.

• #####%%%@@@ - The purchase order number must be a number between five and eight digits in length, followed by any three characters, for example, 12345MNO.

For trailing characters, there is no functional difference between using mask characters that represent blanks versus nulls. There is only a difference when there are additional mask characters to the right of a blank or null mask character. A blank character takes one space. A null takes no space.

This field is used if specific customers require special label formats in addition to the regularly available labels.

Enter Y to maintain a list of customer items, description, unit of measure, and policies. If you enter Y, press F13 to enter a list of customer items.

Enter Y to maintain a list of the preferred unit of measures by product line or item class for this account or chain. If you enter Y, press F14 to enter customer's U/M requirements.

Enter Y to maintain a list of the preferred roll sizes by item class or product line for this account or chain. If you enter Y, press F15 to enter the customer's rolled goods requirements.

Enter Y in this field if all invoices for this account or chain are transmitted via EDI and do not need to be printed. If you enter Y, the invoice print program skips invoices for this account or chain. The invoices must still be processed, but the customer receives the EDI file rather than the printed invoice.

Enter a code to designate how this account or chain should receive EDI advance shipment notices. Valid codes are:

• O - Send order - level ASN

• P - Send pallet - level ASN

• N - Do not send ASN

ASNs are EDI Advance Ship Notices that inform the customer of the details of shipments being delivered to them. Set this flag only if the ASN EDI transaction sets have been set up for this trading partner. The default is N.

Enter the number of UCC-128 labels this account or chain requires on each pallet. Enter a value in this field only if the customer requires UCC-128 pallet labels. These are bar code labels that contain information regarding what is included on each pallet. The bar codes are then read by the customer's receiving system.

Description

Go to the next record without going back to the Entry screen. This is helpful if you are updating or viewing record by record within the file. Press F1 to enter the current screen and then displays the next record in the file.

Search for customer preference numbers.

End the job and return to the File Maintenance Menu.

Return to the Customer Preferences File Entry screen.

Go to More Options screen.

Go to the Customer Preferences Item Cross Reference Screen.

Go to the Customer Preferences Unit of Measure (UOM) Table.

Go to the Customer Preferences Roll Sizes Screen.

You can use this screen to create 30-character messages, primarily for bar code pick labels, for items, product lines, and item classes. The messages are not cumulative. Only one of these messages is ever selected per line item. Item number (type I) messages override product line (type L) and item class (type C) level messages. Product line messages override item class messages.

For more information, refer to The Customer/Item Messages Screen.

This function allows you to assign preferred serial numbers which tie into the Inventory Selection Optimizer (ISO) ability to assign points for preferred serial numbers.

Preferred serial numbers can be specified by customer accounts, or for chain codes, which encompass multiple accounts. Additionally, a preferred serial number may be assigned based on Item Class 1 (such as glazed wall tile) or to a Product line. An assignment to a Product Line overrides an assignment to an Item Class.

For more information, refer to Assigning Preferred Serial Numbers.

Description/Instructions

Enter a code to designate how this account or chain would like to receive EDI advance shipment notices. Valid codes are:

• O - Send order - level ASN

• P - Send pallet - level ASN

• N - Do not send ASN

ASNs are EDI Advance Ship Notices which inform the customer of the details of shipments being delivered to them. Set this flag only if the ASN EDI transaction sets have been set up for this trading partner. The default is N.

Enter the number of UCC-128 labels this account or chain requires on each pallet. Enter in this field only if the customer requires UCC-128 pallet labels. These are bar code labels that contain information regarding what is included on each pallet. The bar codes are then read by the customer's receiving system.

Number of invoice copies that are printed for the Billto address. Entries of 0 - 5 are valid. This feature is designed only to work with the Print Copies of Invoice function on the Invoicing Menu. This does not apply to point-of-sale or regular batch invoice printing.

Number of invoice copies printed for the Shipto address. Entries of 0 - 5 are valid. This feature is designed only to work with the Print Copies of Invoice function on the Invoicing Menu. This does not apply to point-of-sale or regular batch invoice printing.

Allows the Output Distribution System (ODS) to generate and email multiple invoices as one PDF file. If not activated, the default, a single PDF is generated and emailed for each invoice.

Associated settings: 

• IVC 12 - Print Copies Of Invoices - Screen 3 Sort Options - Either sort option 2 or 3 must be selected to be able to group invoices into one PDF file.

Enter Y if you want to substitute the customer's item description for the usual item file description. Otherwise, enter N. This occurs only if a customer description for the item is found for this customer or chain. Customer item descriptions are set up using the Customer Items screen, via F13.

Enter any character or number as a split code if you want this customer's invoices to be sorted to the end of all batch invoice runs. Batch invoices are sorted primarily by split code. For example, all COD accounts could be assigned split code C. The COD invoices print at the end of the batch, making it easy to identify and separate them.

This is a special EDI transaction set for customers who require notification if a shipment a day or more sooner than an ASN (Advance Shipment Notification) is sent. Enter Y in this field only if your customer requires this feature.

If you enter Y in this field, you can press F16 to access the The Customer/Item Messages Screen.

Invoices for the customer should be converted to an alternate currency as represented by the currency code. The currency must have a valid entry in the Currency Code/Exchange Rate Table on the System Settings Menu (SET 11).

The Customer Currency Code can only be set at a customer account number level.

Enter Y to print prices on the customer's Order Acknowledgements or N not to print the prices on the Order Acknowledgements. The default is Y. Therefore, prices remain on order acknowledgements, unless you change the setting to N. This feature is set by individual account or by chain code. Settings by individual account override settings by chain. If you are issuing order acknowledgements to customers, such as national accounts) whose pricing is controlled by a third party, consider omitting prices from their order acknowledgements.

The Totals and Print prices on Order Acknowledgements settings give you the option to display different combinations of pricing on laser Order Acknowledgements. Some of the combinations can be:

• Display line item pricing without totals

• Do not display either line item pricing or totals

• Display totals but not pricing

These options apply only to laser acknowledgments. Line item prices and price totals will always show on impact (nonlaser printers) regardless of this setting. Reference page 3 of the Work Station Control Panel (SET 1) for details on the setup of laser acknowledgments.

Additional options for Order Acknowledgments are available under the System Wide Setting (SET 4) - Options for Order Acknowledgments. Among the options available in this System Wide Setting are ones that allow you to change the title of the Order Acknowledgment and format the document as needed.

The next three settings deal with UCC/EAN-128 Labels. A UCC-128 label is a type of label with a standardized format. The Uniform Council Code is the non-profit organization that defines various worldwide standards for bar-coding and EDI. You can learn about the UCC at www.uc-council.org. The system uses UCC-128 labels to identify a pallet. The main identification number on a UCC-128 label is the pallet ID# which is assigned to all the items within a pallet. A UCC-128 label can also be attached to non-palletized goods such as a roll or area rug. UCC-128 is also referred to as UCC/EAN 128. EAN stands for International Article Numbering, which is commonly used in Europe.

This is typically the department code assigned by the customer you are shipping to.

This is typically the vendor code assigned by the customer you are shipping to.

This setting uses the Packaging File to make UM conversions.

This unit of measure is used only if a valid conversion factor exists on the system.

The setting allows you to determine, at the account level, whether or not payment terms are included on a customer's invoice.

Description/Instructions

Item number from the Item File.

Customer's item number that cross references to the Our Item Number field, followed optionally by the customer's description of the item. If you leave the description field blank, the system uses the description from the Item File.

Enter Y to flag the preferred customer item number for this item when multiple customer items are listed. This field is applicable only when the customer has two or more item numbers that relate to the same item on your system. For example, if the customer uses item numbers 301965 and 301957 and they both relate to your item number ARB12A, then you should flag the preferred number. The item number marked with the Pref Flag Y is always the item number transmitted to the customer, although both item numbers can be received from the customer.

Code for the unit of measure in which the customer prefers to be invoiced for this item. The customer's invoices and pick list display their price and quantity converted to this unit of measure. If left blank, the system uses the unit of measure in which you invoice this item.

You also have the option to set up a table of the customer's preferred units of measure by item class or product line using the Customer Preferences Unit of Measure (UOM) Table which is accessed via F14. Any U/M entered here by item overrides entries made by item or product line in the Customer Preferences UOM Table. 

Optionally, enter item policy codes that override the normal policies for this item. Leave this blank to leave the Item File policies in effect.

Description/Instructions

Enter C to indicate Item Class 1 or L to indicate product line.

If you entered C as the product type, enter an Item Class 1 code here. If you entered L as the product type, enter a product line code here including the manufacturer prefix. You can enter ? to search for either the item class or product line, based on your product type entry.

Description of the record.

Native unit of measure that the customer wants to change.

Unit of measure code that the customer prefers to see on invoices for the specified item class or product line.

Important: This unit of measure is used only if a valid conversion factor exists on the system.

Description/Instructions

ISO checks for this flag. If flag is set to Y, then open or unopened rolls are considered for ISO selection. If flag is set to N, then open rolls are not considered for ISO selection. The default setting is Y. Use N for customers who require only unopened rolls when they order in full roll increments.

Allows you to turn off the best buy logic that ISO uses forcing order entry to order only the exact amount entered. The best buy logic for rolled goods enables ISO to favor roll balances that provide a customer with a greater or equal length of material for less than the price of a cut.

Enter C to indicate Item Class 1 or L to indicate product line.

If you entered C as the product type, enter an Item Class 1 code here. If you entered L as the product type, enter a product line code here including the manufacturer prefix. You can enter a ? to search for either the item class or product line, based on your product type entry.

Description of the record.

Width, in inches, to which the roll sizes pertain. For example, enter 144 for 12 foot goods.

Roll sizes expressed in lineal feet.

Minimum size roll this customer accepts on a normal stock order.

Maximum size roll this customer accepts on a normal stock order.

Optimum size roll for this customer on a normal stock order.

Description/Instructions

Enter C to create a message for all items in an item class. Enter L to create a message for all items in a product line. Enter Ito create a message for a specific item.

Enter the record number or code of the item class, product line, or item for which you are creating a message. For example, if you entered an I as the type, enter the item number in this field. You can enter a ? to search for the file corresponding to your type entry.

Once an entry is created, the description of the item class, product line, or item displays in this field.

Enter the message that will print on the picking document for the specified products.

Enter Y to print the message on picking lists.

Enter Y to print the message on packing lists.

Enter Y to print the message on pick labels.

Description

Enter a C for item class 1 products and a L for product line products.

Enter the product line or item class 1 record you want to attached to a serial number.

Enter a ? in the field to display all the available product lines or item classes.

Enter the preferred serial number for the product line or item class.

After these settings are made, when this customer orders an item class or product line that has been set-up with a preferred serial number, ISO tries to match serial numbers. If an exact match cannot be found, ISO finds the best substitute based on your input. Items must be in inventory to be considered in the selection process.