Chapter 18: Setting Up the Customer Company File (WCCO)

Customer company codes allow you to group companies within a single, higher-level company category. A customer company code lets you identify a group of companies with similar characteristics, according to your criteria. For example, you might group all subsidiaries under a single parent company code if you want to construct a focused reporting package on the ordering patterns of a company and its subsidiaries.

The codes you establish for customer companies are used in the Parent comp (Parent company) field on the Customer file. The Company file clusters customer companies that have the same parent company. The Class file differs from the Company file, in that the Class file categorizes customers who may or may not be part of the same parent company.

In this chapter:

• Work with Customer Companies Screen

• Create Customer Company Screen

• Change Customer Company Screen

• Display Customer Company Screen

Work with Customer Companies Screen

This screen displays the customer companies you have already created, and identifies the customer company code, name, and the group the company belongs to. Notice in the sample screen below that two customer companies, 001 and 002, are part of the same group, A01.

How to display this screen: Enter WCCO in the Fast Path field at the top of any menu or select Work with Customer Companies from a menu.

CSR0083 DISPLAY Work with Customer Companies 11/08/93 14:42:27 CommercialWare Opt Customer Name Group Company Type options, press Enter. 2=Change 4=Delete 5=Display 001 NEW COMPANY 1 A01 002 NEW COMPANY 6 A01 003 TAC A03     F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field	Description
Customer company	A code that identifies a group of companies with similar characteristics. Alphanumeric, 3 positions; optional.
Name	The name of the company you want to work with. Alphanumeric, 30 positions; optional.
Group	A code that identifies a cluster of companies that you choose to group together for reporting purposes. Values in this field do not validate against any other file. Alphanumeric, 3 positions; optional.

Screen Option	Procedure
Create a customer company	Press F6 to advance to the Create Customer Company Screen.
Change customer company information	Enter 2 next to a company to advance to the Change Customer Company Screen.
Delete a customer company	Enter 4 next to a customer company.
Display customer company information	Enter 5 next to a company to advance to the Display Customer Company Screen.

Create Customer Company Screen

To create: Press F6 at the Work with Customer Companies Screen.

CSR0086 ENTER Create Customer Company 11/08/93 14:48:18 CommercialWare Customer company . Name . . . . . . . Group . . . . . .   F3=Exit F12=Cancel

Field	Description
Customer company	A code that identifies a group of companies with similar characteristics, under the umbrella of a single parent company. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only.
Name	A description of the parent company code. Alphanumeric, 30 positions; required.
Group	A code that identifies a cluster of companies that you choose to group together for reporting purposes. This field does not validate against any file, as its use is purely informational. You can use this field to generate reports, to satisfy report selection needs, and to sort at the parent company level. Alphanumeric, 3 positions; optional.

Change Customer Company Screen

To change: Enter 2 next to a company at the Work with Customer Companies Screen to advance to the Change Customer Company screen. At this screen you can change anything but the company code. See Create Customer Company Screen for field descriptions.

Display Customer Company Screen

To display: Enter 5 next to a company at the Work with Customer Companies Screen to advance to the Display Customer Company screen. You cannot change any information on this screen. See Create Customer Company Screen for field descriptions.