This chapter contains the topic:
From ECS Sales Order Management (G4910), enter 29
From ECS Sales Order Management Setup (G491041), choose Customer Billing Instructions
Before you process sales orders, you must set up default customer information in the customer billing instructions.
This section includes instructions for the following:
To enter order processing information
To enter shipping information
To enter freight information
To enter commission information
To enter billing information
For example, if a customer wants you to bill the parent company for items that are shipped to several branch offices, you can specify this information in the customer billing instructions. The system retrieves this default information every time you enter an order for this customer.
To enter order processing information
On Customer Billing Instructions.
Complete the following fields:
Address Number
Customer PO Required
Credit Check Level
Exempt from Credit Hold
Customer Price Group
Item Restrictions
Trade Discount
Minimum Order Value
Maximum Order Value
Allow Backorders
Allowed Substitutes
Print Message
Order Template
Use the Add action and press Enter.
Figure 37-1 Customer Billing Instructions
Field | Explanation |
---|---|
Exempt from Credit Hold | Code indicating if the customer is exempt from credit checking in the Sales Order Processing cycle. Valid codes are:
Y – Sales order entry should not check the customer's credit. N – This customer is not exempt from credit checking. If credit checking is activated through the Sales Order Entry processing options and the customer goes over the limit, the order is put on hold. (You set up a credit limit for the customer in the address book). |
Credit Check Level | A code that controls the way the system conducts credit checking.
Codes are: P – Credit check based on the customer's parent number (P for Parent). C – Credit check against the customer number only. S – Credit check against the customer number only. If you use method P, the system compares the open accounts receivable and open sales orders for the sum of the children and the parent against the credit limit for the parent number. Use this, for example, when a customer with multiple offices or branches, each of which order from you, asks that all credit checking be reflected in a single account. Note: Even though credit checking can be conducted at the parent or customer number level, all accounts receivable are posted to the customer number (SDAN8) during Sales Update (P42800). |
Customer PO Required | This field is used to indicate if the Customer Purchase Order Number field is required to be entered for the customer. This field is edited during Sales Order Entry. |
Customer Price Group | A user defined code (system 40, type PC) that identifies a customer group. You can group customers with similar characteristics, such as comparable pricing. |
Trade Discount | Percentage by which the system reduces the price of each item. This is the only discount that applies. You can override it if you enter a price. Enter the percentage as a whole number (that is, 5 for 5%). |
Minimum Order Value | Value below which an order is placed on hold. This process is activated by a processing option in Sales Order Entry. If you try to enter an order whose total is less than the minimum order value, the system displays an error message.
This field is maintained as an integer without decimals. |
Maximum Order Value | Value above which an order is placed on hold. This process is activated by a processing option in Sales Order Entry. If you try to enter an order whose total is more than the maximum order value, the system displays an error message.
This field is maintained as an integer without decimals. |
Print Message | A user defined code (system 40/type PM) that represents a predefined message set up on Print Message Revisions. You can print the message on sales orders, purchase orders, and so forth. |
On Customer Billing Instructions.
Complete the following fields:
Address Number
Delivery Note (Y/N)
Partial Line Shipment
Partial Order Shipments
Delivery Instructions
Access Billing Instructions - Page 2.
Figure 37-2 Billing Instructions - Pg 2 screen
On Billing Instructions - Page 2, complete the following fields:
Held Orders Code
Priority Code
Display Weight UOM
Display Volume UOM
On Customer Billing Instructions
Complete the following field:
Address Number
Access Billing Instructions - Page 2.
On Billing Instructions - Page 2, complete the following fields:
Apply Freight (Y/N)
Freight Handling Code
Route Code
Stop Code
Zone Code
Preferred Carrier
Field | Explanation |
---|---|
Apply Freight (Y/N) | A code indicating whether the system should perform freight calculations during processing. Valid codes are:
Y – yes, perform calculations N – no, do not perform calculations If you leave this field blank, the system automatically enters Y. |
Freight Handling Code | A user defined code (system 42/type FR) designating the method by which supplier shipments are delivered. For example, the supplier could deliver to your dock, or you could pick up the shipment at the supplier's dock.
You can also use these codes to indicate who has responsibility for freight charges. For example, you can have a code indicating that the customer legally takes possession of goods as soon as they leave the supplier warehouse and is responsible for transportation charges to the destination. |
Route/Stop/Zone | The route field is a user defined code (system 42, type RT) that represents the delivery route on which the customer resides. This field is one of several factors used by the freight summary facility to calculate potential freight charges for an order.
For picking, use the route code with the stop and zone codes to group all of the items that are to be loaded onto a delivery vehicle for a specific route. You set up a default for each of these fields on the Customer Billing Instruction form. |
Preferred Carrier | The address number for the preferred carrier of the item. The customer or your organization might prefer a certain carrier due to route or special handling requirements. |
To enter commission information
On Customer Billing Instructions.
Complete the following field:
Address Number
Access Billing Instructions - Page 2.
On Billing Instructions - Page 2, complete the following fields:
Commission Code 1
Commission Rate 1
Commission Code 2
Commission Rate 2
Field | Explanation |
---|---|
Commission Code/Rate 1 | The first of two eight-character codes used to designate the salespeople who should receive credit for a sale to the customer. This code is first created in either the Address Book or through the Related Salespersons program. |
Commission Code/Rate 2 | The second of two eight-character codes used to designate the salespeople who should receive credit for a sale to the customer. This code is first created in either the Address Book or through the Related Salespersons program. |
Topic | Description |
---|---|
Setting up standard freight rates | You can define standard freight rates by associating a zone, a commodity class, a delivery zone, and a carrier with a charge amount.
See Calculating Freight Charges in the JD Edwards World Load and Delivery Management Guide. |
Setting up commissions | You can customize the default commission information for a salesperson or a sales group.
See Section 41.1, "Setting Up Commission Information (ECS)." |
On Customer Billing Instructions.
Complete the following fields:
Address Number
Billing Address Type
Related - Address Number
Invoice Consolidation
Access Billing Instructions - Page 2.
On Billing Instructions - Page 2, complete the following fields:
Invoice Copies
Price Pick List
Tax Service Date Selection
JD Edwards World populates information on the Sales Order Entry screen (P4211) from the Customer Billing Instructions (F0301). Some of these fields come from the Sold To address book number, and some come from the Ship To address book number.
From | Field | From | Field |
---|---|---|---|
Sold To | Adjustment Schedule | Ship To | Delivery Notes |
Sold To | Customer Pricing Rule | Ship To | Partial Line Shipment |
Sold To | Trade Discount | Ship To | Partial Order Shipment |
Sold To | Minimum and/or Maximum Order Value | Ship To | Delivery Instructions |
Sold To | Print Message | Ship To | Apply Freight |
Sold To | Credit Check Level | Ship To | Freight Handling |
Sold To | Exempt from Credit Hold | Ship To | Route/Stop/Zone |
Sold To | Invoice Consolidation | Ship To | Preferred Carrier |
Sold To | Item Restrictions | Ship To | Display Weight UOM |
Sold To | Allow Backorders | Ship To | Display Volume UOM |
Sold To | Allow Substitutes | Ship To | Commission Code/Rate |
Sold To | EDI-Batch Processing Mode | ||
Sold To | Price Pick List | ||
Sold To | Invoice Copies | ||
Sold To | Held Orders Code | ||
Sold To | Priority Code |
Topic | Description |
---|---|
Defining the default address type | Complete the Billing Address Type field to define which of the following address types the system uses as the default for the customer:
|
Setting up commissions | You can customize the default commission information for a salesperson or a sales group.
See Section 41.1, "Setting Up Commission Information (ECS)." |