Setting Up Customer Master Information

This chapter provides an overview of customer master information and discusses how to:

Enter customer master records.
Assign customer master category codes.
Revise and delete customer master records.
Use the Customer Master Self Service program.

Understanding Customer Master Information

The customer master record contains information and processing instructions that the system uses to process sales orders, accounts receivable transactions, and credit and collections information. For example, it might specify a credit limit for the customer or designate whether delinquency notices should be sent or statements printed.

The system stores the information that you enter in a customer record in these tables:

Customer Master by Line of Business (F03012).

Unless designated otherwise, the system updates this table with all of the information that you enter on the Customer Master Revision form.
Address Organization Structure Master (F0150).

The system updates this table with the parent/child relationship that you establish in the customer record.

Common Field Used in This Chapter

Customer Number

Displays a number assigned by Next Numbers (P0002) that identifies a customer in the JD Edwards EnterpriseOne Address Book system.

Warning! You must verify that an address book record does not exist for the customer before you create it. No mechanism exists for merging address book records and their corresponding transactions.

Entering Customer Master Records

This section provides an overview of customer master records and discusses how to:

Set processing options for Customer Master Information (P03013).
Set processing options for Customer Master MBF - PO (P0100042).
Create customer master records.
(ARG) Enter additional customer master information for Argentina.
(BEL) Enter customer information for parent companies.

Understanding Customer Master Records

Before you can bill a customer for goods or services, you must enter a customer master record. Each customer master record is uniquely identified in the system by a number called the address book number. You can enter an address book record directly using the Customer Master Information program (P03013) or you can use the Address Book program (P01012). An address book record for a customer must exist in the system before you can enter a customer master record.

When you enter a customer master record, you specify these types of information:

Information for invoice and manual receipt processing.
G/L account information.
Information for processing automatic receipts.
Tax information.
Currency information.
Billing and shipping information for processing sales orders.
Credit and collection information.
EDI (electronic data interchange) information for processing sales orders electronically.
Category code information.

Prerequisites

Before you complete the tasks in this section:

Review the information about line of business processing to determine whether you need to set up customer information by company.
(ARG) Set the processing options for Additional A/B Information (P760101A).

See Setting Up Constants for Accounts Receivable.

See Setting Processing Options for Additional A/B Information (P760101A).

Forms Used to Enter and Revise Customer Master Information

Form Name	FormID	Navigation	Usage
Work With Customer Master	W03013A	Customer Invoice Entry (G03B11), Customer Master Information.	Locate and delete customer master records. Select customer master records for review and revision.
Customer Master Revision	W03013B	On the Work With Customer Master form, click Add.	Create and revise customer master records.
A/B Additional Information - Revision	W760101AB	On the Customer Master Revision form, complete the steps to enter a standard customer record and then click OK. The system displays this form if the user preferences contain a Localization Country code of AR (Argentina).	Enter country-specific information for Argentinean customers. Argentinean customer information is saved in the A/B Tag Table - ARG 04 table (F760101A).
A/B Withholding Information - Revision	W760101AC	On the A/B Additional Information - Revision form, click OK.	Enter customer withholding information for Argentinean customers.
Work With Addresses	W01012B	Daily Processing (G0110), Address Book Revisions.	Locate and delete address book records. Select address book records for revision.
Address Book Revision	W01012A	On the Work With Addresses form, locate the customer whom you want to be the parent, and then select A/B Revision from the Row menu.	In cases where multiple addresses have the same VAT registration number, specify the customer that you want to designate as the parent. This code designates all sales and VAT information for that specific address to print on the report listing.

Setting Processing Options for Customer Master Information (P03013)

Processing options enable you to specify the default processing for programs and reports.

Entry

This processing option specifies whether the system displays the Tax ID field on the Customer Master Revision form. You can also specify that the system display the Tax ID field as disabled (gray).

1. Tax ID

Specify whether to display the Tax ID field when you add a customer record. You can also specify whether to hide this field. When you hide this field, the field will be unavailable for input. Values are:

Blank: Display the Tax ID field.

1: Hide the Tax ID field.

2: Disable the Tax ID field.

Defaults

These processing options specify the default values to assign to the Search Type and Amount Currency Code fields.

1. Search Type

Specify the default value for the Search Type field on the Work with Customer Master form. Click the Search button for a list of valid search types. If you leave this processing option blank, the system uses an * (asterisk) as the default value and the system locates all address book records.

2. Amount Currency Code

Specify the default currency code for the A/B Amount field. If you leave this processing option blank and the A/B Amount field on the Customer Master Revision form is blank, the system uses the currency code of the company that is assigned to the Business Unit field on the Address Book Revision form.

The A/B Amount field appears on the Customer Master Revision form only if multicurrency is activated in the General Accounting Constants program (P0000).

Versions

These processing options specify the version of programs that the system uses.

1. Customer Master MBF (P0100042) Version	Specify the version of the Customer Master MBF - PO program (Master Business Function) the system uses. If you leave this processing option blank, the system uses the default version ZJDE0001.
2. Address Book (P01012) Version	Specify the version of the Address Book program (P01012) that the system uses. If you leave this processing option blank, the system uses the default version ZJDE0001.

Setting Processing Options for Customer Master MBF - PO (P0100042)

If you want the system to add the address book category code values that you enter to the corresponding category codes in the customer master record, you must set a processing option in the master business function (MBF) for the customer master (P0100042). The processing option works only when you add category code values on a new address book record at the time that you enter the address book record.

The system does not copy category codes from the customer master record to the address book record.

If the address book record already exists, the system does not copy new or changed category code values. If you want to update the customer master with changes that you make to address book category codes, you must run the Copy Category Codes to Customer Master program (R01050).

The system stores address book category codes in the Address Book Master table (F0101). The system stores customer master category codes in the Customer Master by Line of Business table (F03012).

Outbound

These processing options specify how you want the system to identify and write records when you use outbound interoperability processing.

1. Transaction Type

Specify the transaction type that the system uses when you activate the interoperability feature. If you leave this processing option blank, the system will not perform outbound interoperability processing.

2. Change Transaction Image

Specify whether the system writes a before image for a change transaction. A before image is the record written before the system makes the change. The after image is the record written after the change. Values are:

Blank: Write the after image only.

1: Write before and after images.

Default

This processing option specifies whether the system updates the customer record with the category code values that you add to an address book record.

1. Default Category Codes

Specify whether to use the category code values from the address book record as the default values for the corresponding category codes on the customer record. Values are:

Blank: Do not use the category code values from the address book record as default values.

1: Use the category code values from the address book record as default values.

Note. The system uses default category code values for the customer record only when you add a new address book record. The system does not update existing customer records with changes to category code values.

Creating Customer Master Records

Access the Customer Master Revision form.

Customer Number

The system displays the name of the customer next to this field. When you click the customer name, the system displays the Address Book Revision form for the customer.

Long Address Number

Enter a user-defined name or number that identifies an address book record. To locate the customer record or enter invoices for the customer using the long address number, precede it with the appropriate character that you define in the Address Book Constants. The system converts the long address number to the customer address book number in the entry or inquiry program.

Company

Specify the company for which the customer master default information applies. The system uses the information that you set up by company when you enter an invoice or process credit and collection information for that company.

If you do not set up a customer master record for a specific company, the system uses the information that you define in the company 00000 record for that customer. If you add customer master information for a specific company and information does not exist for company 00000, the system automatically creates a customer master record for company 00000. The system uses the information that you entered for the specific company.

Invoices

Select the Invoices tab.

Payment Terms - A/R	Enter the code that indicates the default payment terms for a customer. Payment terms determine the due date, discount amount, and discount due date that the system assigns when you create an invoice. Use a blank code for the payment terms that you use most frequently. Examples of payment terms include: Blank: Net 15 1: 1/10 net 30 2: 2/10 net 30 D: Due upon receipt N: Net 30 P: Prox 25th
Payment Instrument	Enter the user-defined code (00/PY) that indicates the default payment instrument for a customer. The payment instrument specifies how payments are made by the customer. For example: C: Check D: Draft T: Electronic funds transfer The system uses this information as the default value when you enter invoices for the customer.
Send Invoice to	Enter the code that identifies the billing name and address that the system prints on invoices. Valid codes are: C: Customer (AN8) N: Do not print. The JD Edwards EnterpriseOne Real Estate Management system (15) ignores this value; it uses the value of the Print Invoice field (INVP) from the billing record or lease. P: Parent (PA8) R: Payor (PYR) 1: 1st Address Number (AN81) 2: 2nd Address Number (AN82) 3: 3rd Address Number (AN83) 4: 4th Address Number (AN84) 5: Factor Special/Payee (AN85) 6: 5th Address Number (AN86) Note. With the exception of Payor, which you set up in the customer record in the Alternate Payee field (AYPR), each of the codes correspond to related address information that you set up in the address book record. If you have a Who's Who entry that is set up with type code B (for billing), the system overrides the billing name with the entry from the Who's Who record.
Hold Invoices	Select to prevent invoices from being manually entered. If you select this option, the system issues an error message if you attempt to enter invoices using the Speed Invoice Entry (P03B11SI) or Standard Invoice Entry (P03B11) programs. The system ignores this field if invoices are generated from the JD Edwards EnterpriseOne Sales Order Management system.
Alternate Payor	Enter the address number of the person or company that the system assigns to the Payor field (PYR) on Customer Ledger records (F03B11) that you enter for the customer. If you leave this field blank, the system assigns the customer number as the payor. If you change the value of this field after invoices have been entered for the customer, you must run Update A/R from Address Book (R03B802) to update the value on the invoice records. The system does not use this value as a default for the Payor field (ALKY) in the receipt or draft entry programs; however, you can select invoice records to pay based on the value of Payor.
Parent Number	Enter the address book number that identifies the parent of the customer. You can link multiple customers to a parent account for printing invoices, statements, and delinquency notices, and to review account activity.
Auto Receipt (Y/N)	Select to specify that a customer is eligible to process receipts in the JD Edwards EnterpriseOne Accounts Receivable system using the automatic receipt processing programs. Note. You must select this option for both the customer and the company in the Accounts Receivable constants for the system to process automatic receipts.
Auto Receipts Execution List	Enter the name of the execution list that defines the order in which the system runs algorithms for the customer during automatic receipts processing.
Currency Code	Enter the code that identifies the default currency that the system assigns to invoices that you enter for the customer. You can override this value when you enter the invoice, or you can leave this field blank and assign the currency code for each transaction.
A/B Amount Codes (address book amount codes)	Enter the currency in which amounts are stored in the address book. For example, the credit limit, invoiced this year, invoiced prior year, and so on. The system uses the currency that you specify to record and store transaction history. If you leave this field blank, the system uses the currency code specified in the Amount Currency Code processing option. If that processing option is blank, the system uses the currency code of the company assigned to the Business Unit field on the Address Book Revision form.
Minimum Cash Receipt Percentage	Enter the percentage that indicates the threshold of paid invoices that must be reached in a pay when paid group for the system to automatically release the corresponding vouchers for payment. Enter a whole number between 0 and 100. Note. If you leave this field blank or enter 0, the system automatically releases vouchers in a pay when paid group when at least one cash receipt, regardless of the receipt amount, has been applied to an invoice in the group and you run the Pay When Paid Automatic Release program (R03B470).

G/L Distribution

Select the G/L Distribution tab to enter default account information.

G/L Offset

Enter the code that determines the A/R trade account that the system uses as the offset when you post invoices. The system concatenates the value that you enter to the AAI item RC to locate the trade account. For example, if you enter TRAD, the system searches for the AAI item RCTRAD to locate the account to use for the offset. The value in this field can be alphanumeric or can match the object code of the G/L account number. If you leave this field blank, the system uses the account that is set up for RC to locate the account number.

You can also use the value in this field to locate the offset for unapplied receipts if you specify its use in the processing options for Standard Receipts Entry or the draft entry programs. Otherwise, the system uses the account that is set up for RCUC.

You can override the value of this field when you enter the transaction.

Note. Do not use class code 9999; it is reserved for the post program and indicates that offsets should not be created.

Model JE Doc Type / No / Co (model journal entry document type, document number, and document company)

Enter the model journal entry that the system uses for a customer.

If you specify a model journal entry, do not specify a default account number. If you specify both, the system uses the model journal entry.

Account Number

Enter the account in the general ledger that the system uses as a default revenue account when you enter invoices for the customer. You must enter the account in the standard format (business unit.object.subsidiary); the system does not recognize any other format in this field.

If you enter a model journal entry and a default account number, the system uses the model journal entry.

(ARG) Entering Additional Customer Master Information for Argentina

Access the A/B Additional Information - Revision form.

A/B Legal Document Type - Argentina (address book legal document type - Argentina)	Enter the legal document type (CUIT, DNI, DNRP, and so forth) for the customer.
Tax ID	Enter the tax identification code for the customer. The system verifies the number and prints the separators in their correct format, according to the value of TAXC (Person/Corporation Code). If no value exists for TAXC, the system uses the Corporate Entity.
Profit Withholding Concept - Argentina	Enter the concept that the system uses as a default when you enter an invoice for the customer.

(BEL) Entering Customer Information for Parent Companies

The Belgian authorities allow only one VAT listing per VAT registration number for the quarterly and yearly VAT report. If multiple customers have identical VAT registration numbers within the JD Edwards EnterpriseOne system, a parent company must report the consolidated information for all its customers to the Belgian authorities.

Access the Address Book Revision form.

Add'l Ind Tax ID (additional individual tax ID)

Enter 2 in this field. This causes all sales and VAT information for multiple customers with the same VAT numbers to be reported as part of this parent customer record.

Assigning Customer Master Category Codes

This section provides an overview of customer master category codes, the automatic update of category codes form Address Book, date-effective category codes, the Date Effective Category Code Update program, and the purge of date-effective category codes, and discusses how to:

Update the customer master with category codes from Address Book.
Add customer master category codes.
Add date-effective category codes.
Update customer master records with date-effective category codes.
Set data selection and data sequencing for Date Effective Category Code Update (R03012A)
Set processing options for Date Effective Category Code Update (R03012A).
Purge date-effective category codes.
Set processing options for Purge Date Effective Category Codes (R03012B).

Understanding Customer Master Category Codes

You use category codes to group customer master records together for processing and reporting purposes. For example, you could assign customers a category code value to indicate a specific geographical location, and then select those customers for statement or invoice processing.

Three methods are available for assigning category codes to a customer master record:

Method	Usage
Add category codes using the Form menu on the Customer Master Revision form.	You can manually add category codes to the customer master record at any time by selecting Category Codes from the Form menu.
Automatically update category codes from address book.	If you activate a processing option in the Customer Master MBF - PO program (P0100042), the system updates the customer master record with the category code values that you enter in the address book record. This update occurs only when you add an address book record. If you want to update the customer master record with changes to address book category code values, you must run the Copy Category Codes to Customer Master program (R01050).
Enter date-effective category codes and run the Date Effective Category Code Update program (R03012A).	If you use date-effective category codes, you must run a batch application to update the customer master record with the values.

You can assign up to 30 category code values to the customer master record.

Note. When you enter an invoice, the system copies the values from the first 10 category codes of the customer master record into the respective category code fields of the Customer Ledger (invoice) record (F03B11). If you add or change the value of customer master category codes after you have entered invoices, you must run the Update A/R from Address Book program (R03B802) to update the value of category codes on previously entered invoices.

Understanding the Automatic Update of Category Codes from Address Book

If you want to keep the customer master category codes in sync with the changes that you make to address book category codes, you must run the Copy Category Codes to Customer Master program (R01050). The system copies the values from the address book category codes to the corresponding category codes on the customer master record. If you use line of business processing, the system will copy the category codes to all customer master records for all companies unless you use data selection to specify the company.

The system provides processing options for you to specify the category codes that you want to update. You can use data selection to limit the customer master records that the system updates.

To update category code values on invoices that have been previously entered for the customer, you must run the Update A/R from Address Book program (R03B802).

Understanding Date–Effective Category Codes

You use date-effective category codes when you want to assign new category code values to become effective on a future date. If you are using the Advanced Pricing system (45), you can use date-effective category codes to create customer groups to which pricing can be assigned. As the pricing changes, you can automatically update the customer groups based on new category code values.

You activate date-effective category codes by setting an Accounts Receivable constant.

See Setting Up Enhanced Constants for Accounts Receivable.

When you activate date-effective category codes, you cannot use the Category Codes selection from the Form menu on the Customer Master Revision form to add category code values. Instead, you must use the Date Effective Category Codes selection. You update customer master category codes with the values that you enter in the date-effective category codes by running the Date Effective Category Code Update program (R03012A).

When you change the value of a date-effective category code, the system changes the value in the Eff Used (effective used) field to N. The system does not update the new category code value on the customer record until you run the Date Effective Category Code Update program (R03012A). To display new customer category code values on invoices previously entered for the customer, you must additionally run the Update A/R from Address Book program (R03B802).

If you delete a date-effective category code and run the Date Effective Category Code Update program, the system does not update the category code value to blank. If you want to remove a value that you previously updated, you must override the value to blank, and then run the update program. After you delete an effective date category code, it no longer exists in the system.

The system stores date-effective category codes in the Customer Date Effective Category Codes table (F03012A). You can purge category codes that are no longer effective by running the Purge Date Effective Category Codes program (R03012B).

When you add date effective category code values, you create a record in the Customer Date Effective Category Codes table (F03012A). You can enter multiple records at one time with different effective dates on the Date Effective Category Codes Revision form. When you add date-effective category codes records, the system updates the Eff Used field with N to indicate that the record is not used. When you run the Date Effective Category Code Update program, the program copies the values of the effective category codes record to the customer master category codes in the Customer Master by Line of Business table (F03012) and changes the value of the Eff Used field to Y.

Important! Each date-effective category codes record that you enter is independent of previous records. Therefore, you must complete all values that you want the system to use for each record. For example, if you have a value in category code 1, and you add a new record with a value in category code 2, you must also reenter the value for category code 1 in the new record or the system will update it to blank.

Understanding the Date Effective Category Code Update Program

After you add date-effective category codes, you must run the Date Effective Category Code Update program (R03012A) to copy the values entered from the Customer Date Effective Category Codes table (F03012A) to the Customer Master by Line of Business table (F03012).

When you run the Date Effective Category Code Update program, the system compares the date that you enter in the processing option with the effective date entered for the category codes record. If the processing option date is on or after the effective date, the system updates the category code values in the customer records and changes the value of the Eff Used field to Y.

This table describes the meaning of the values in the Eff Used field:

Eff Used Value	Description
N	A new category codes record has been entered or an existing category codes record has been changed, but the Date Effective Category Code Update program has not been run. The customer master record has not been updated with the values in the category codes records.
Y	The Date Effective Category Code Update program has been run, and all values displayed have been updated to the customer master record.

The system also generates a report listing the customer master records that have been updated and the new values.

The system does not change the Eff Used field to N on previously used category codes when new effective-date category codes are used. This provides an audit trail of the updates that occurred in the past. The system maintains date effective category codes until you purge them.

To update category code values on invoices that have been previously entered for the customer, you must run the Update A/R from Address Book program (R03B802).

Understanding the Purge of Date-Effective Category Codes

When the category codes records become obsolete (they are no longer effective), you can purge them from the system by running Purge Date Effective Category Codes (R03012B). This program purges all category codes that meet this criteria:

The Eff Used field has a value of Y.
The effective date of the category codes record is on or before the date entered in the processing option of the purge program.
The category codes record is not currently in effect.

For example, if two category codes records exist in the table with effective dates of June 1, 2008 and June 15, 2008, and you run the purge program using a date of June 30, 2008, the system will not purge the category code record of June 15, 2008 because it is currently in effect. The system will purge the category codes record of June 1, 2008 because it is not currently in effect.

The system also produces a report listing the customer number and category code records that have been purged. The system removes category code records from the F03012A table.

Forms Used to Assign Customer Master Category Code Values

Form Name	FormID	Navigation	Usage
Work With Customer Master	W03013A	Customer Invoice Entry (G03B11), Customer Master Information.	Access existing customer master records.
Customer Master Revision	W03013B	On the Work With Customer Master form, select a customer and click Select.	Review or modify an individual customer master record.
Category Codes	W03013D	On the Customer Master Revision form, select Category Codes from the Form menu.	Manually add category codes to a customer master record. Note. If the Form menu for Category Codes is unavailable for input, you have selected the Date Effective Category Codes option on the Enhanced A/R Constants form.
Date Effective Category Codes Revision	W03012AA	On the Customer Master Revision form, select Date Effective Cat (Category Codes) from the Form menu.	Add date effective category codes to a customer master record. Before you access this form, verify that the Date Effective Category Codes option on the Enhanced A/R Constants form is selected.

Updating the Customer Master with Category Codes from Address Book

From the A/B Advanced & Technical Operations menu (G0131), select Copy Category Codes to Customer Master.

Adding Customer Master Category Codes

Access the Category Codes form.

Category Code 01 through Category Code 30

Enter a code to group address book records for reports, mailings, and so on. Category codes are user defined (system 01, types 01 through 30). Examples of category codes include:

Category code 01: Location or Branch

Category code 02: Salesperson

Category code 03: Product

Category code 04: Credit officer

Adding Date-Effective Category Codes

Access the Date Effective Category Codes Revision form.

Effective Date

Enter the date on which the category code values that you enter become effective. The system updates the category code values to the Customer Master by Line of Business table (F03012) when you run the Date Effective Category Code Update program.

Note. The system updates the Eff Used field to N until you run the Date Effective Category Code Update program and the criteria for the program are met.

Updating Customer Master Records with Date Effective Category Codes

From the A/B Advanced and Technical Operations menu (G0131), select Date Effective Category Code Update.

Setting Data Selection and Data Sequencing for Date Effective Category Code Update (R03012A)

The program is set up with this data selection:

BC EFTF (Effective Date Existence 1/0) is not equal to Y

Do not change or delete this selection. You may add additional data selection criteria.

The program is set up with this data sequence:

Address Number
Company
Start Effective Date

Do not change the data sequence.

Setting Processing Options for Date Effective Category Code Update (R03012A)

Processing options enable you to specify the default processing for programs and reports.

Defaults

This processing option specifies the default date to use for updating date-effective category codes.

1. As Of Date

Specify the date that you want the system to use to locate date-effective category code records. The system updates category codes on the customer record with the values specified on the date-effective category code record. The system searches for records with an effective date on or prior to the date that you enter. If you leave this processing option blank, the system uses the current system date.

Purging Date-Effective Category Codes

From the A/B Advanced & Technical Operations menu (G0131), select Purge Date Effective Category Codes.

Setting Processing Option for Purge Date Effective Category Codes (R03012B)

Processing options enable you to specify the default processing for programs and reports.

Defaults

This processing option specifies the date for the system to use to select date-effective category code records.

1. As Of Date

Specify the date that you want the system to use to purge records from the Customer Date Effective Category Codes table (F03012A). The system purges all records that are not currently effective and that have an effective date on or prior to the date that you enter. If you leave this processing option blank, the program uses the system date.

Revising and Deleting Customer Master Records

This section provides overviews of revisions to customer master records and deletion of customer master records.

Understanding Revisions to Customer Master Records

You can revise customer master information at any time. Many of the Accounts Receivable forms have a Form menu that enables you to quickly access the customer master record directly for the purpose of revising customer master information.

If invoices have been entered for a customer, before you revise the customer master record you should note that during invoice entry the system creates a record in the F03B11 table and stores various types of customer information from the customer master record. When you change these types of customer master information, the system does not reflect the change on the invoice until you run the Update A/R from Address Book program (R03B802):

Alternate Payor
Parent Number
Send Invoice To
Send Statement To
Print Statement
Collection Report
Category Codes 1-10

Additionally, if you change the alpha name on an address book record, you must run Update A/R from Address Book to update the alpha name on the invoices. Because the alpha name prints on invoices and statements that you might generate, you should run program R03B802 frequently.

Understanding Deletion of Customer Master Records

When you delete a customer master record, the system verifies that no transactions exist for that customer in these tables. If a transaction exists, you cannot delete the customer master record; you must first delete the records from these tables, and then delete the customer master record:

Table	Description
F0150	Address Organization Structure Master
F03B11	Customer Ledger
F03B13	Receipts Header
F03B29	Credit Insurance
F0411	Accounts Payable Ledger
F060116	Employee Master Information
F08901	Participant file
F0911	Account Ledger
F0902	Account Balances (if the address book number is used as a subledger)
F1501B	Lease Master Header File
F1797	S/WM Address Book Information
F4013	Order Processing Cross Reference File
F4102	Item Branch File
F4211	Sales Order Detail File
F4311	Purchase Order Detail File
F4801	Work Order Master File
F5201	Contract Master File

If posted invoices or sales orders exist that prevent you from deleting the customer master record, you can prevent the entry of new transactions in the system by using these methods:

Invoices: Activate the Hold Invoices field (HDAR) on the Customer Master Revision form to prevent new A/R invoices from being entered for the customer.
Sales Orders: Update the Hold Orders Code field on the Billing Information form to prevent sales orders from being entered.

See Setting Up Customer Billing Instructions.

When you delete a customer record, the system deletes the record from the F03012 table as well as from these tables:

Table	Description
F0030	Bank Transit Master
F0101	Address Book Master
F01092	Supplemental Data Base - Code
F01093	Supplemental Data Base - Narrative
F0111	Address Book - Who's Who
F0115	Address Book - Contact Phone Numbers
F0116	Address by Date
F01815	AB Word Search Master Table
F0401	Supplier Master

Using the Customer Self Service Program

This section provides an overview of the Customer Self Service program and discusses how to use the Customer Self Service program:

Understanding the Customer Self Service Program

The Customer Self Service program (P03013SS) enables customers to review their customer master information online, and to request a change to their credit limit. Customers can review these types of information from their customer master record:

Tax
Invoice
Credit
Collection
Billing

When customers use the Customer Self Service program to request a change to their credit limit, the system sends a workflow message to their assigned credit manager. The credit manager can either approve or reject the request. If the credit manager approves the request, the system updates the credit limit in the customer master record accordingly.

The system uses the Credit Limit Change Approval (CREDLIMIT) workflow to send the message notifying a credit manager that a customer requested a change to his or her limit, and that approval is required. You must perform these additional setup tasks for the system to send the message:

Assign a credit manager to the customer.
Verify that the credit manager has a valid address book number.
Add an internal electronic address record for the credit manager on the Email/Internet Revisions form in the Address Book Revisions program.
Activate the CREDLIMIT workflow.

If you do not assign a credit manager to the customer, the system disables the Request Credit Limit Change button, preventing the customer from requesting the change. If you assign a credit manager, but do not activate the CREDLIMIT workflow, the system sends only an informational workflow message to the credit manager. This message simply notifies the credit manager that the customer requested a change to their limit; the message does not require approval. If the credit manager does not have an internal electronic address, the system sends the informational message to whatever email address exists for the credit manager on the Email/Internet Revisions form.

See Assigning Credit and Collection Information to Customers.

See Adding Electronic Address Information to Who's Who Records.

See Activating Workflow Messages for Credit and Collections.

Forms Used to Update Customer Master Information Using Customer Self Service

Form Name	FormID	Navigation	Usage
Customer Self Service	W03013SSA	Self Service Applications menu (4/G01101), Customer Self Service	Review customer master information and request a credit limit change.
Credit Limit Amount	W03013SSC	Click Request Credit Limit Change on the Customer Self Service form.	Enter an amount for a change to the credit limit.
Message Sent	W03013SSB	Enter an amount in the Credit Limit Requested field and click OK on the Request Credit Limit Change form.	Click OK to submit request for credit limit change.

Using the Customer Self Service Program

Access the Customer Self Service form.

The fields that appear for review on the Customer Self Service form are the same fields that appear on the Customer Master Revision form.

Click Request Credit Limit Change to request a change to the credit limit. The system disables this field if you have not assigned a credit manager to the customer.

See Entering Customer Master Records.