Field

Description

Customer #

A unique number to represent the sold-to customer who ordered the membership.

Ghost customers: If you enter the customer number of a ghost customer, the scan screen does not display any memberships; this is because a merge/purge has assigned any memberships using that customer number to the “target” customer. You can identify a ghost customer by the setting of the Ghost flag.

Numeric, 9 positions; optional.

Membershp ID (Membership ID)

A code that identifies the membership program in which the customer is enrolled.

Alphanumeric, 12 positions; optional.

Type

A code that identifies the type of membership program. You can use membership types to group membership programs, to indicate whether any of the settings for the membership program can be overridden for individual customer memberships, or to identify a membership program as a loyalty program. See Working with Membership Types (WWMT) for more information.

Alphanumeric, 2 positions; display-only.

Status

The current status of the customer membership. Valid values are:

Active = The customer membership is active; the system will create new membership orders and/or apply any discount if the Discount end date has not been reached.

Inactive = The customer membership has been deactivated, but you can reactivate it. The system does not generate membership orders for an inactive membership, and any discount does not apply.

In process = A membership order is currently in a suspended order batch. You need to correct the errors or delete the order and then accept the order batch to change the status of the customer membership. See Order Entry Chapter 27: Opening an Order Batch for more information on batch order entry.

Note: This status does not apply to loyalty memberships.

Canceled = The customer membership has been canceled before it was completed. You can cancel a customer membership by entering 4 next to it at this screen.

Note: Canceling the items for a customer membership changes the status to Complete, not Canceled.

Complete = The number of shipments specified rotations for the customer membership are complete, or all items on the customer membership have been canceled. If you do not specify the number of times to include for each item on the customer membership, the system will not consider the membership complete.

Note: This status does not apply to loyalty memberships.

See Changing Customer Membership Status, Rotation or Release Date.

Alphanumeric, 10 positions; display-only.

Shp int (Shipment interval)

The minimum interval, in number of days, that the Generating Membership Orders (EGMO) program should wait between generating orders for this customer membership. Standard membership programs only.

Numeric, 3 positions; display-only.

Int day (Interval day of the month)

The day of the month when the Generating Membership Orders (EGMO) program should consider the customer membership eligible for order generation. Standard membership programs only.

Numeric, 2 positions; display-only.

# shp (Number of shipments)

The number of membership orders that have been generated to date for the customer membership. Standard membership programs only.

Numeric, 3 positions; display-only.

Next rot (Next rotation)

The next rotation due to be included when you generate membership orders. You assign a rotation to an item on a customer membership to indicate when it should be included in an order. Standard membership programs only.

If the membership does not have differing rotations (that is, each order includes the same item(s)), the next rotation will always be 1.

Numeric, 3 positions; display-only.

Next rel date (Next release date)

The next date when the Generating Membership Orders (EGMO) program should consider the customer membership eligible for order generation. The system calculates this date based on the schedule defined for the membership. Also, you can change the next release date by entering 14 next to a customer membership; see Changing Customer Membership Status, Rotation or Release Date. Standard membership programs only.

Numeric, 6 positions (MM/DD/YY format); display-only.

Last ord date (Last order date)

The last date when an order was generated for the customer membership. Standard membership programs only.

Numeric, 6 positions (MM/DD/YY format); display-only.

Customer name (Unlabeled field below the customer number)

The name of the customer who ordered the membership, or qualified for the loyalty membership.

Alphanumeric, 41 positions; display-only.

Recipient (Unlabeled field to the right of the sold-to customer name)

The name of the customer to receive the membership orders, if different from the customer who ordered the membership. Standard membership programs only.

You can set up these types of recipients for standard memberships:

• Alternate address: A different shipping address to use for orders you generate for all or part of the term of the membership, such as a vacation address. See Alternate Shipping Address Screen (Change Mode).

• Recipient customer: A separate customer in your customer file who receives the membership, perhaps through a gift. See Customer Membership Recipient Screen (Change Mode).

• Customer ship-to: An additional shipping address associated with the sold-to customer who placed the order. Unlike the alternate address, the customer ship-to is permanently associated with the sold-to customer, and is not restricted to a particular order or membership. To send the membership orders to a customer ship-to address, you must complete the Recipient and Ship to # fields at the Customer Membership Screen (Change Mode).

Alphanumeric, 30 positions; display-only.

Field

Description

Customer #

The number that identifies the customer sold-to who is ordering the membership. You can press F4 to advance to the Select Customer Sold To pop-up window; this window permits scanning on various types of information, such as postal code, name, telephone number and email address.

Customer sold-to numbers are defined in and validated against the Customer Sold To file. See Chapter 28: Creating and Updating Sold-to Customers (WCST).

If you enter the number of a ghost customer, the system displays the Ghost Customer Warning Pop-up Window.

Numeric, 9 positions; required.

Membership ID

The code that identifies a membership program. The settings you have defined for the membership program default to the new customer membership program. You can override these defaults unless the membership program's type is flagged to prohibit changes.

Membership programs are defined in and validated against the Membership file. See Chapter 129: Working with Membership Programs (WWMP).

You cannot enter a membership ID whose membership type is flagged as a loyalty program. See Loyalty Memberships for an overview.

Alphanumeric, 12 positions; required.

Field

Description

Customer #

A unique number to identify the customer who ordered the membership.

Numeric, 9 positions; display-only.

Customer name

The name of the customer who ordered the membership.

Alphanumeric, 41 positions; display-only.

Order#

The order on which the customer ordered the customer membership. This field does not appear if you created the customer membership through the Working with Customer Memberships (WWCM) menu option.

Numeric, 8 positions; display-only.

Membership ID

A code to identify the membership program.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field to the right of the membership ID)

The description of the membership program.

Alphanumeric, 30 positions; display-only.

Membership type

A code to identify the type of membership program. You can use membership types to group membership programs, to control whether it is possible to override membership program defaults for individual customer memberships, or to flag loyalty membership programs. See Working with Membership Types (WWMT) for more information.

Alphanumeric, 2 positions; display-only.

Status

The status of the customer membership. Valid values are:

A = Active: The customer membership is active; the system will create new membership orders and apply any discount if the Discount end date has not been reached.

I = Inactive: The customer membership has been deactivated, but you can reactivate it. The system does not generate membership orders for an inactive membership, and any discount does not apply to orders you enter for the customer.

P = In process: A membership order is currently in a suspended order batch. You need to correct the errors or delete the order and then accept the order batch to change the status of the customer membership.

C = Canceled: The customer membership has been canceled before it was completed. You can cancel a customer membership by typing 4 next to it at this screen. (Note: Canceling the items for a customer membership changes the status to Complete, not Canceled.)

X = Complete: The number of shipments specified rotations for the customer membership are complete, or all items on the customer membership have been canceled. If you do not specify the number of times to include for each item on the customer membership, the system will not consider the membership complete.

See Changing Customer Membership Status, Rotation or Release Date.

Alphanumeric, 10 positions; display-only.

Created on

The date when you created the customer membership.

Numeric, 6 positions (MM/DD/YY format); display-only.

Changed on

The most recent date when you entered a change for the customer membership.

Numeric, 6 positions (MM/DD/YY format); display-only.

Cancel reason

The reason code you used when canceling the customer membership. This field appears only for canceled memberships.

Cancel reason codes are defined in and validated against the Cancel Reason Code file. See Chapter 5: Establishing Cancel Reason Codes (WCNR).

Alphanumeric, 2 positions; display-only.

Description (Unlabeled field to the right of the cancel reason code)

The description of the cancel reason code. This field appears only for canceled memberships.

Alphanumeric, 30 positions; display-only.

Cancelled on

The date when you canceled the customer membership. This field appears only for canceled memberships.

Numeric, 6 positions (MM/DD/YY format); display-only.

Shipment interval

The minimum interval, in number of days, that the Generate Customer Membership Orders program should wait between generating orders for this membership. If a shipment interval was specified for the membership program, it defaults here.

Example: If a customer membership's shipment interval is set to 30, the Generate Customer Membership Orders program will consider the membership eligible for a new order if 30 days have passed since the last order was generated.

You cannot specify both a shipment interval and a fixed shipment day for a membership program.

You can override the shipment interval only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Numeric, 3 positions; required if you don't specify a fixed shipment day, or display-only.

Fixed shipment day

The day of the month when the Generating Membership Orders (EGMO) program should consider the customer membership eligible for order generation. If a fixed shipment day was specified for the membership program, it defaults here.

Example: If you set the membership's fixed shipment day to 15, the system initially sets a release date as follows:

• if the current day of the month is 14 or earlier, the next release date is set to the 15th of the current month.

• if the current day of the month is 15 or later, the next release date is set to the 15th of the following month.

The system recalculates the Next release date if you change the Fixed shipment day.

Order generation: Each time you generate a new order for the customer membership, the Generate Customer Membership Orders program resets its release date as described above.

Validation: You cannot specify both a shipment interval and a fixed shipment day for a customer membership. Also, your entry cannot be greater than 28, to make sure that the customer membership will be eligible for order generation during each month of the year.

You can override the fixed shipment day only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Numeric, 2 positions; required if you don't specify a shipment interval, or display-only.

Next release date

The next date when the Generating Membership Orders (EGMO) program should consider the customer membership eligible for order generation. When you create the customer membership or generate a new order, the system calculates this date based on the Shipment interval or Fixed shipment day.

To change: Press F14. See Changing Release Date or Rotation for a Customer Membership.

The system updates the next release date if you change the Fixed shipment day.

Numeric, 6 positions (MM/DD/YY format); display-only.

Last order date

The last date when you generated a new order for the customer membership.

Numeric, 6 positions (MM/DD/YY format); display-only.

Next rot (Next rotation)

The rotation number for the next order to be generated for the customer membership. If the membership does not have differing rotations, this number will be 1.

You can change the next rotation for a membership by pressing F14. See Changing Release Date or Rotation for a Customer Membership.

Numeric, 3 positions; display-only.

Discount start date

The date when any discount percentage for the membership begins applying to orders for the customer. The current date defaults if you set up a Discount duration for the membership program.

Validation: If the customer membership includes a discount start date, it also requires a discount end date; otherwise, both fields must be blank.

Applies to active memberships only: Regardless of the discount start and end dates, the system applies a discount to orders only if the customer membership is currently active.

You can override the discount start date only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Numeric, 6 positions (MM/DD/YY format); optional.

Discount end date

The last date when any discount percentage for the membership applies to orders for the customer. If you set up a Discount duration for the membership program, the system calculates this date when you create a customer membership by adding the number of months for the discount duration to the current date.

Validation: If the customer membership includes a discount start date, it also requires a discount end date, it also requires a discount end date; otherwise, both fields must be blank

Applies to active memberships only: Regardless of the discount start and end dates, the system applies a discount to orders only if the customer membership is currently active.

You can override the discount end date only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Numeric, 6 positions (MM/DD/YY format); optional.

Disc% (Discount percentage)

The percentage discount to apply to orders for the customer as long as the customer membership is active and the current date is within the discount start and end dates, if defined.

Discount hierarchy: If the customer has more than one active membership that carries a discount percentage, the highest discount percentage applies. Additionally, if an additional discount percentage, such as a customer discount or a promotional discount, applies to the order, the system applies this discount after subtracting the membership discount from the merchandise total.

Discount-only memberships: If the membership is for discounting purposes only (that is, you will not be generating orders), the membership will never close automatically. Even after the discount end date passes, the membership will remain active, although the discount will no longer apply to new orders.

You can override the discount percentage only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Numeric, 5 positions with a 2-place decimal; optional.

Pay type

The pay type to apply to orders generated for the customer membership.

Required for order generation: A customer membership requires payment information unless it is for discounts only. If the customer membership does not have payment information when you generate orders, it will not be selected for order generation,; instead, it will appear on the Memberships in Error Report, produced when you generate membership orders.

Validation: You can enter only the following payment categories for a customer membership:

• prepaid

• credit card

• accounts receivable

• C.O.D.

You cannot enter a coupon/credit pay type for a customer membership.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

Bill Me Later: See Bill Me Later Processing for an overview of this payment method and special considerations when working with customer memberships.

Pay type codes are defined in and validated against the Pay Type file. See Accounts Payable Chapter 5: Working with Pay Types (WPAY).

Numeric, 2 positions; optional.

Cash amount

The amount of cash to apply to the customer membership. You can enter a cash amount for a prepaid payment type only.

When you generate an order: The system updates the cash amount available for the membership each time you generate an order against it. For example, if there is a $100.00 prepayment against the membership, and you generate an order for $20.00, the system reduces the cash amount for the membership to $80.00.

Updating the cash amount: Your entry should represent the actual amount now available for the membership.

Example: A customer prepays with two $50.00 checks for a total of $100.00. You generate an order for $20.00, and the system reduces the cash amount for the membership to $80.00. Subsequently, a $50.00 check from the customer is returned for insufficient funds. You need to enter a cash amount of $30.00 ($80.00 - $50.00) to update the cash amount correctly.

Any cash amount you enter for a customer membership does not apply to existing orders you have generated. See About Entering Cash Amounts for a Customer Membership.

Numeric, 9 positions with a 2-place decimal; required if you enter a prepaid payment type.

CC Last4

The last four digits of the actual credit card number in order to verify the card with the customer. Stored in the Last 4 field in the Customer Membership file.

Alphanumeric, 4 positions; display-only.

Card# (credit card number)

The credit card number to use as payment for membership orders. This is a token instead of the actual credit card if you use credit card tokenization and the Tokenized field in the Customer Membership file is Y. A credit card number is required if you enter a credit card pay type; otherwise entry is prohibited.

Credit Card validation: The system validates your entry against the settings for the pay type. Additionally, the credit card number requires authorization when you generate a pick slip for a membership order.

Bin number validation: If bin numbers are defined for the pay type, the system validates that the card number begins with a valid bin number; see Work with Bin Numbers Screen. The system stores the first six digits of the actual credit card number in the Bin field in the Customer Membership file in order to perform Level II and III Discounting on the card during deposit processing.

Existing membership orders: Changes you make to a customer membership do not affect any orders you have already generated for the membership.

Tokenization: If the Use Tokenization field for the authorization service defined for the credit card pay type is Y and the Tokenized field for the Customer Membership record is N or blank, the system sends an XML message to the authorization service to replace the credit card number with a token. If the Require Credit Card Token (L40) system control value is set to Y and a token is not returned in the response message, the system displays the Tokenization Warning window and requires you to enter a different form of payment on the membership.

Credit card number format: If you do not have authority to the Display Full Credit Card Number (B14) secured feature, the credit card number displays in the format specified at the Credit Card Number Layout Screen for the associated pay type. For example, ************1443 may display instead of the entire credit card number. See Credit Card Number Format for an overview.

If you do not have authority to the Restrict Access to Credit Card Numbers in OI and OM (A88) secured feature, this field is blank. You will not be able to edit the credit card number.

Numeric, 20 positions; required for a credit card pay type.

Expiration date

The last date when the credit card number is valid. An expiration date is required if you enter a credit card pay type; otherwise, entry is prohibited.

Validation: The system validates that the expiration date has not already passed when you press Enter at this screen. Additionally, the system checks the expiration date as part of the authorization process when you generate a pick slip for a membership order.

If you do not have authority to the Restrict Access to Credit Card Numbers in OI and OM (A88) secured feature, this field is blank. You will not be able to edit the credit card number.

Numeric, 4 positions (MMYY format); required for a credit card pay type.

Default source

The source code to use when generating orders for the membership. If a source code was specified for the membership program it defaults here, but you can override it. The system validates that the source code you enter is current, valid and not restricted.

The source code you enter here defaults to the Original source field if you are creating the membership through the Work with Customer Memberships menu option.

If this source code matches the source code in the Default Unknown Source Code (I58) system control value, the system updates the source code on the order header to the source code associated with the offer on the first order detail line; see Default Unknown Source Code Logic.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

Source codes are defined in and validated against the Source Code file; see Marketing Chapter 6: Working with Source Codes (WSRC).

You can override the default source only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Alphanumeric, 9 positions; required.

Original source

The original source code associated with the customer membership. If you create the customer membership through Working with Customer Memberships (WWCM), the source code assigned to the membership program defaults. If you create the customer membership through order entry, the source code from the order header defaults. This code is used for reporting and tracking purposes only.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

You can override the original source only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Alphanumeric, 9 positions; required.

Ship via

The ship via to use for orders you generate for the membership program. The ship via that was specified for the membership program defaults here, but you can override it.

Invalid SCF/ship via combination: If the ship via for the customer membership is not valid for the shipping address on the order, the order will appear on the Print Phone Errors listing report when you generate orders and will remain in error status (E) until you correct the error in batch order entry; also, the customer membership will be in-process (I) status.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

You can override the ship via only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Ship via codes are defined in and validated against the Ship Via file. See Fulfillment Chapter 30: Working with Ship Via Codes (WVIA).

Numeric, 2 positions; required.

Ship complete

This field controls whether all items on each order you generate for the customer membership must ship together.

Valid values are:

Y = Order must ship complete; available items will be held until each item is available and the entire order can ship together.

N (or blank) = Items can be shipped as they become available, or backordered and shipped at a later date.

The setting from the membership program defaults, but you can override it.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

You can override the ship complete flag only if the membership program's type allows changes. See Chapter 129: Working with Membership Programs (WWMP).

Alphanumeric, 1 position; required.

Recip (Recipient)

The customer sold-to number identifying the recipient for the customer membership.

You can press F4 to advance to the Select Customer Sold To pop-up window; this window permits scanning on various types of information, such as postal code, name, telephone number and email address. If you do not select a customer through this window, you advance to the Customer Membership Recipient Screen (Change Mode).

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

Customer sold-to numbers are defined in and validated against the Customer Sold To file. See Chapter 28: Creating and Updating Sold-to Customers (WCST).

Numeric, 9 positions; optional.

Ship to #

A number to identify a permanent ship-to customer associated with the Recipient customer for the membership. See Chapter 29: Creating and Updating Ship-to Customers (WCST). The system validates your entry against the ship-to customers associated with the membership recipient.

To select a ship-to customer associated with the customer who ordered the membership, you should enter that same customer sold-to number in the Recipient field.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

Numeric, 3 positions; optional.

Recipient name

The name of the recipient of the customer membership, or the recipient's ship-to, if selected; this is the customer who will actually receive the order(s) for the membership.

Alphanumeric, 41 positions; display-only.

Gift

This field indicates whether the order is flagged as a gift. Valid values are:

Y = This customer membership generates gift orders.

N or blank = This customer membership does not generate gift orders.

Flagging an order as a gift can control:

• how pick slips sort and break into spool files

• whether prices print on pick slips

• whether the SmartLabel prints on the pick slip (see Using SmartLabel Returns Processing)

• printing of gift acknowledgments

See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG).

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

The Default “Gift Order” Flag (D14) system control value does not affect the default setting for this field.

Alphanumeric, 1 position; optional.

Shipments

The total number of orders generated for this customer membership. If a generated order fails the edit and is in error status, this total is not updated until you correct the error(s) and reprocess the order batch.

Numeric, 3 positions; display-only.

Shipment $

The total dollar value of all orders generated for the membership, including merchandise, tax, and all related charges. If a generated order fails the edit and is in error status, this total is not updated until you correct the error(s) and reprocess the order batch.

Numeric, 9 positions with a 2-place decimal; display-only.

Gift message

A message to print on the pick slip for gift orders you generate for the membership. This message prints only if your unique printing program supports it.

Changes you make to a customer membership do not affect any orders you have already generated for the membership.

The message will print on the pick slip for the next order you generate; once the message prints, the system deletes the message from the customer membership.

Alphanumeric, three 60-position fields; optional.

Field

Description

Membership header information

Customer #

The number that identifies the customer who ordered the customer membership. The customer's name appears to the right.

Number: numeric, 9 positions; display-only.

Name: alphanumeric, 41 positions; display-only.

Membership ID

The code representing the membership program. The description of the program appears to the right.

ID: alphanumeric, 12 positions; display-only.

Description: alphanumeric, 30 positions; display-only.

Type

A code that identifies the type of membership program.

Alphanumeric, 2 positions; display-only.

Last order date

The last date when an order was generated for the customer membership.

Numeric, 6 positions (MM/DD/YY format); display-only.

Next release date

The next date when the Generating Membership Orders (EGMO) program should consider the customer membership eligible for order generation.

Numeric, 6 positions (MM/DD/YY format); display-only.

Next rot (Next rotation)

The next rotation due to be included when you generate membership orders. You assign a rotation to an item on a customer membership to indicate when it should be included in an order. A rotation of 1 indicates that the item should be included on the first order you generate. A rotation of 2 indicates that the item should be included on every other order, and so on. A rotation of 0 indicates that the item should be included on every order.

If the membership does not have differing rotations (that is, each order includes the same item(s), the next rotation will always be 1.

Numeric, 3 positions; display-only.

Membership detail information

Item

An item to include on membership orders you generate. Items that are currently included in the membership, including items that defaulted from the membership program, appear below.

If you have not already generated an order that includes the item, you can change the item code itself by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

You cannot delete an item from a customer membership. To cancel an item, enter 4 next to the item; see Canceling an Item on a Customer Membership.

Item codes are defined in and validated against the Item file. See Merchandising Chapter 24: Performing Initial Item Entry (MITM).

Alphanumeric, 12 positions; optional.

SKU

The item's additional characteristics, such as its color and size.

If you have not already generated an order that includes the item, you can change the SKU by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); required if the item has SKUs.

Qty ord (Quantity ordered)

The quantity of the item to include in an order you generate for the membership.

Entering a new item: This field is required if you are entering a new item for the customer membership.

Default from membership program: The quantity defaults from the membership program if the item itself defaulted; however, you can override the quantity by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Numeric, 5 positions; required.

Rot (Rotation)

The rotation in which to include the item when you generate orders. Items with a rotation of 1 will be included in the first order you generate, while items with a rotation of 2 will be included in the second order, and so on. Items with a rotation of 0 will be included in each order you generate.

After creating a number of orders that is a multiple of the highest rotation assigned to an item, the cycle repeats.

For example: A membership includes these items and rotations:

AB100: rotation = 0

CD200: rotation = 1

EF300: rotation = 2

The items will be included in the following pattern:

First order: AB100, CD200

Second order: AB100, EF300

Third order: AB100, CD200 (cycle repeats)

Entering an item: This field defaults to 1, but you can override it. Press Field Exit to set the rotation to 0 and include the item in every order you generate.

Default from membership program: The rotation defaults from the membership program if the item itself defaulted; however, you can override the rotation by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Numeric, 3 positions; required.

Tms inc (Number of times to include)

The total number of times to include the item on an order. If this field is blank or 0, there is no limit to the number of times to include the item.

Entering an item: Leave this field blank to include the item indefinitely.

Default from membership program: The number of times to include defaults from the membership program if the item itself defaulted; however, you can override the number of times to include by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Numeric, 3 positions; optional.

N/C (No charge)

This field indicates whether the item is to be included free of charge. Valid values are:

Y = The item is included free of charge

Blank = The item has a price

Entering an item: Leave this field blank if the item should have a price. Otherwise, enter Y in this field; you will also need to specify a price override reason code, below.

Default from membership program: If an item was flagged as “no charge” for the membership program, it defaults here; however, you can override this flag by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Alphanumeric, 1 position; optional.

Override price

The price to charge for the item on orders you generate for customer memberships. You would specify a price override if you do not want the system to use the regular pricing hierarchy for membership orders.

Entering an item: Leave this field blank to have the system use its normal pricing hierarchy to determine the price of the item when you generate orders. Otherwise, enter an override price; you will also need to specify a price override reason code.

Default from membership program: The price override, if any, defaults from the membership program if the item itself defaulted; however, you can change or delete the price override by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Numeric, 7 positions with a 2-place decimal; optional.

Ovr rsn (Price override reason code)

The price override reason code for the system to use when adding the item to the order at no charge, or with an override price.

Entering an item: Enter a price override reason code if you have flagged the item as "no charge" or entered an override price.

Default from membership program: The price override reason code, if any, defaults from the membership program if the item itself defaulted; however, you can change this information by entering 2 next to the item to advance to the Customer Membership Detail Screen (Change Mode).

Price override reason codes are defined in and validated against the Price Override Reason Code file. See Chapter 2: Establishing Price Override Reason Codes (WPOR).

Alphanumeric, 1 position; required if the item is flagged as "no charge" or if you enter a price override.

Sts

The status of the item on the customer membership. Valid values are:

X = Closed: The item has been included on orders as many times as the number of times to include.

C = Canceled: The item or the entire membership have been canceled.

A = Active: The item is eligible to be included in future orders.

Alphanumeric, 1 position; display-only.

Tms shp (Times shipped)

The total number of times the item has been included on an order you have generated for the membership.

The system updates this number when you generate orders. If the order is in error when you first generate, the system does not update this number until you correct the error(s) and reprocess the order batch.

Numeric, 3 positions; display-only.

Qty shp (Quantity shipped)

The total number of units of the item that has been included on orders you have generated for the membership.

The system updates this number when you generate orders. If the order is in error when you first generate, the system does not update this number until you correct the error(s) and reprocess the order batch.

Numeric, 5 positions; display-only.

Description

The description of the item (not the SKU, even if the item has SKUs).

Alphanumeric, 40 positions; display-only.

Avail (Quantity available)

This is the quantity of the item that is available to sell across all shippable warehouses.

When using Immediate Reservation, the system limits the quantity available to the quantity of the item that is available to sell in the eligible warehouse(s) in order to represent the true availability of the item based on where the item may actually ship. See Item Availability Calculation to review the calculation the system uses to determine item availability.

A negative quantity indicates that the SKU is unavailable in your inventory and is backordered.

The system displays this information only if the status of the item on the membership is active.

Numeric, 7 positions; display-only, updated by the system.

Exp (Expected date)

The next date when a delivery of this SKU is expected, based on an open purchase order. No date displays if there are no open purchase orders for this SKU.

See Determining the Expected Ship Date for more information on how the system determines which purchase orders can fulfill the SKU.

This date is displayed for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is set to Y. See that system control value for more information.

The system displays this information only if the status of the item on the membership is active.

Numeric, 6 positions (MM/DD/YY format); display-only.

Field

Description

Customer#

A unique number to represent the sold-to customer who ordered the membership.

Numeric, 9 positions; display-only.

Membership ID

A code that identifies the membership program in which the customer is enrolled.

Alphanumeric, 12 positions; display-only.

Status

The status of the item on the customer membership. Valid values are:

X = Closed: The item has been included on orders as many times as the number of times specified.

C = Canceled: The item or the entire membership have been canceled.

A = Active: The item is eligible to be included in future orders.

Alphanumeric, 1 position; display-only.

Item

The item on the customer membership.

If you have not already generated an order that includes the item, you can change the item code itself; otherwise, the item field is display-only.

Item codes are defined in and validated against the Item file. See Merchandising Chapter 24: Performing Initial Item Entry (MITM).

Alphanumeric, 12 positions; required or display-only.

SKU

The item's additional characteristics, such as its color and size.

If you have not already generated an order that includes the item, you can change the SKU; otherwise, the SKU field is display-only. See Canceling an Item on a Customer Membership.

Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); required if the item has SKUs or display-only.

Order quantity

The quantity of the item to include in an order you generate for the membership.

Numeric, 5 positions; required.

Rotation

The rotation in which to include the item when you generate orders. Items with a rotation of 1 will be included in the first order you generate, while items with a rotation of 2 will be included in the second order, and so on. A rotation of 0 indicates that the item will be included in every order. If all items on the membership are assigned a rotation of 1 (the default), they will all be included on every order.

Numeric, 3 positions; required.

# of times to include

The total number of times to include the item on orders you generate for the membership. Once the item has been included in this number of orders, the system changes its status to closed (X).

If you do not define a number of times to include, the item will be included in generated orders until you cancel the item, or the membership itself is closed.

If a number of times to include was defined for the item on the membership program, it defaults for the customer membership. You can change this number at the Customer Membership Detail Screen (Change Mode).

Numeric, 3 positions; display-only.

No charge

This field indicates whether the item is to be included free of charge. Valid values are:

Y = The item is included free of charge

Blank = The item has a price

If an item is to be included at no charge, you must also specify a price override reason code.

Alphanumeric, 1 position; optional.

Price override code

The price override reason code for the system to use when adding the item to the order at no charge, or with an override price.

Enter a price override reason code if you have flagged the item as "no charge" or entered an override price.

Price override reason codes are defined in and validated against the Price Override Reason Code file. See Chapter 2: Establishing Price Override Reason Codes (WPOR).

Alphanumeric, 1 position; required if the item is flagged as "no charge" or if you enter a price override.

Price override

The price to charge for the item on orders you generate for customer memberships. You would specify a price override if you do not want the system to use the regular pricing hierarchy for membership orders.

Leave this field blank to have the system use its normal pricing hierarchy to determine the price of the item when you generate orders.

Numeric, 7 positions with a 2-place decimal; optional.

# of shipments

The number of times the item has been included on orders generated to date for the customer membership.

Numeric, 3 positions; display-only.

Date of last shipment

The last date when an order that included the item was generated for the membership.

Numeric, 6 positions (MM/DD/YY format); display-only.

Quantity shipped

The total number of units of the item that has been included on orders you have generated for the membership.

Numeric, 5 positions; display-only.

Field

Description

Customer #

A unique number to identify the customer who qualified for the loyalty membership. The customer’s name or company name is displayed to the right.

Number: numeric, 9 positions; display-only.

Name: alphanumeric, 41 positions; display-only.

Membership ID

A code that identifies the loyalty membership program in which the customer is enrolled. The description displays to the right.

ID: alphanumeric, 12 positions; display-only.

Description: alphanumeric, 30 positions; display-only.

Type

A code that identifies the type of membership program. See Working with Membership Types (WWMT) for more information.

Alphanumeric, 2 positions; display-only.

Status

The current status of the loyalty membership. Possible statuses are:

Active = The customer loyalty membership is active; the system will apply the discount, free freight, or backorder priority on new orders if the Discount end date has not been reached.

Inactive = The customer loyalty membership has been deactivated, but you can reactivate it. The system does not apply the discount, free freight, or backorder priority on new orders.

Canceled = The customer loyalty membership has been canceled. You can cancel a customer membership by entering 4 next to it at the Work with Customer Memberships Screen.

Alphanumeric, 10 positions; display-only.

Created on

The date when the system created the customer loyalty membership. The background jobs and the generic customer API create customer loyalty memberships based on order activity that affects the customer’s order history, external sales dollars, or customer class.

Numeric, 6 positions (MM/DD/YY format); display-only.

Changed on

The most recent date when the customer loyalty membership was updated.

Numeric, 6 positions (MM/DD/YY format); display-only.

Cancel reason

The cancel reason you used when canceling the customer loyalty membership. The description displays to the right. Displayed only for loyalty memberships in Canceled status.

Reason: numeric, 2 positions; display-only.

Description: alphanumeric, 30 positions; display-only.

Cancelled on

The date when the customer loyalty membership was canceled. Displayed only for loyalty memberships in Canceled status.

Numeric, 6 positions (MM/DD/YY format); display-only.

Discount start date

The date when the loyalty discount and other options (free freight, backorder priority) become effective. The same as the Created on date.

Numeric, 6 positions (MMDDYY format); display-only unless the Change customer membership flag for the loyalty membership type is set to Y.

Discount end date

The last date to apply the loyalty discounts and other options (free freight, backorder priority). Calculated by the system when it creates the customer loyalty membership, based on the Discount duration specified for the loyalty program. See Working with Membership Programs (WWMP) for more information.

Numeric, 6 positions (MMDDYY format); display-only unless the Change customer membership flag for the loyalty membership type is set to Y.

Discount %

The discount percentage that defaults to the customer’s orders based on membership in the loyalty program. The percentage defaults from the Discount percent specified for the loyalty program. See Working with Membership Programs (WWMP) for more information.

Numeric, 5 positions with a two-place decimal; display-only unless the Change customer membership flag for the loyalty membership type is set to Y.

Free freight

A setting of Y indicates that free freight defaults on the customer’s orders. This setting defaults from the Free freight setting for the loyalty program. See Working with Membership Programs (WWMP) for more information.

Alphanumeric, 1 position; display-only unless the Change customer membership flag for the loyalty membership type is set to Y.

Priority B/O

Indicates the backorder priority, if any, that defaults to the customer’s orders. 9 indicates the highest priority, while 0 is the lowest priority. This setting defaults from the Priority B/O field for the loyalty program. See Working with Membership Programs (WWMP) for more information.

Numeric, 1 position; display-only unless the Change customer membership flag for the loyalty membership type is set to Y.

Field

Description

Customer #

A unique number to represent the sold-to customer who ordered the membership. The name of the customer appears to the right.

Number: numeric, 9 positions; display-only.

Name: alphanumeric 41 positions; display-only.

Membership ID

A code that identifies the membership program in which the customer is enrolled.

Alphanumeric, 12 positions; optional.

Sequence number (Unlabeled field to the right of the membership ID)

A unique number to identify the membership program for this customer. The sequence number is separated from the membership ID by a hyphen (-). If there is only one customer membership for the same customer and membership program, the sequence number will be 1.

Numeric, 3 positions; display-only.

Date

The date the order was generated.

Numeric, 6 positions (MMDDYY format); optional.

Order# (Order number)

A unique number to identify the order.

Numeric, 8 positions; optional.

Sts (Status)

The status of the order. Valid values are:

blank = Open: one or more items have not yet been shipped.

H = Held: the order will not be eligible for shipment until you resolve the hold reason, which may be due to credit check or fraud.

S = Suspended: the order is in an unprocessed order batch.

E = In error: the order did not pass the phone order edit; you must correct all errors and resubmit the order batch to the edit process.

C = Canceled: all items have been canceled.

X = Closed: each item has been shipped.

Alphanumeric, 1 position; optional.

Rcp (Recipient)

The number of recipients for the order. Normally, this number will be 1 unless you added a recipient in order maintenance.

Numeric, 3 positions; display-only.

Order total

The total dollar value of the order.

Numeric, 11 positions with a 2-place decimal; display-only.

Ent (Entity)

A code representing the entity associated with the source code on the order header. See Accounts Payable Chapter 1: Working with Entities (WENT).

Numeric, 3 positions; display-only.

Activity

Codes that indicate whether any of the items on the order have been returned, exchanged, or backordered. Each of these valid values may appear:

RT = There has been one or more returns against the order

EX = There has been one or more exchange against the order

BO = One or more of the items on the order is currently backordered.

Alphanumeric, three 2-position fields; display-only.

R/E date (Return/exchange date)

The date when you last received a returned item against the order.

Numeric, 6 positions (MM/DD/YY format); display-only.

Field

Description

Customer#

A unique number to represent the sold-to customer who ordered the membership.

Numeric, 9 positions; display-only.

Customer name (Unlabeled field to the right of the customer number

The name of the customer who ordered the membership.

Alphanumeric, 41 positions; display-only.

Order#

The order on which the customer ordered the customer membership. This field does not appear if you created the customer membership through Working with Customer Memberships (WWCM).

Numeric, 8 positions; display-only.

Membership ID

A code that identifies the membership program in which the customer is enrolled.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field to the right of the membership ID)

The description of the membership program.

Alphanumeric, 30 positions; display-only.

Type

A code that identifies the type of membership program. You can use membership types to group membership programs, to control whether any of the settings for the membership program can be overridden for individual customer memberships, or to identify loyalty membership programs.

Alphanumeric, 2 positions; display-only.

Name

The following 5 fields are available for you to enter the customer's full name:

Prefix

A title (such as "Mrs." or "Dr.") that precedes the customer's name.

If the Validate Prefix (I27) system control value is set to Y, your entry is validated against the Prefix file; see Working with Prefix Codes (WPFX).

Alphanumeric, 3 positions; optional.

First Name

The customer's first name

Alphanumeric, 15 positions; optional.

Initial

The initial of the customer's middle name.

Alphanumeric, 1 position; optional.

Last Name

The customer's last name.

Alphanumeric, 25 positions; required if company name is not present.

Suffix

An addition to the customer's full name (such as "M.D.," "Fr.," or "III"). The suffix will print on labels, reports, etc., but is not accessible to scans.

Alphanumeric, 3 positions, optional.

Company

The name of the company.

Alphanumeric, 30 positions; required if last name is not present.

Address

The customer's street address. This is the primary delivery address.

Alphanumeric, 32 positions; required.

Apt./suite (Apartment/suite)

The apartment number or suite number associated with the customer's delivery address.

Follow these steps to enter an apartment or suite address:

1. Enter APT to indicate an apartment or STE to indicate a suite.

2. Insert a space and enter the number of the apartment or suite, for example: APT 4 or STE 116.

Addresses must conform to United States Parcel Service (USPS) address formatting field description standards. For example, always precede the apartment or suite number with the appropriate abbreviation (for example, APT or STE).

Alphanumeric, 10 positions; optional.

Additional address (Unlabeled fields below the street address)

Three additional lines of the customer's delivery address. If the address represents a post office box, you must enter P.O. Box on the first line to meet USPS delivery regulations.

Alphanumeric, three 30-position lines; optional.

Postal code

The postal or zip code for this customer. This code represents a delivery area.

Alphanumeric, 10 positions; required.

City

The city where the customer lives or receives mail or shipments.

Alphanumeric, 25 positions; required.

State

The state or province where the customer lives or receives mail or shipments.

The system validates that the state you enter is assigned to the SCF in the first three positions of the postal code.

State codes are defined in and validated against the State file, accessible through the Work with Countries menu option; see Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 2 positions; required or optional, based on country.

Country

The code for the customer's country. Country codes are defined in and validated against the Country file. See Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 3 positions; required.

Delivery

This value identifies a business (commercial) or residential address, and is used to calculate shipping charges for shippers that use rate tables (such as U.P.S.).

The value in the Default Delivery Code for New Order Entry Customers (D13) system control value defaults here; however, you can override this default.

If you clear this field and press Enter, the system assigns the default delivery code to the shipping address.

B = Business rate table determines shipping charges.

R = Residential rate table determines shipping charges.

N = No distinction between business and residence.

Only B and R are valid values for U.P.S. The system defines the shipper on an order as U.P.S. if the Type field in the Ship Via file = U; see Fulfillment Chapter 30: Working with Ship Via Codes (WVIA).

Alphanumeric, 1 position; required.

Start date

The first date when orders should be shipped to the alternate address.

You can leave both the Start date and Stop date blank to use the alternate address indefinitely. You can also enter a Start date and leave the Stop date blank; the system displays a message requiring you to press Enter to confirm.

You cannot complete both this field and the Start with shipment field.

Numeric, 6 positions (MMDDYY format); required if you enter a stop date.

Stop date

The last date when orders should be shipped to the alternate address.

You can leave both the Start date and Stop date blank to use the alternate address indefinitely; however, the Start date or the Start with shipment field is required if you enter a Stop date. You can also enter a Start date and leave the Stop date blank; the system displays a message requiring you to press Enter to confirm.

Numeric, 6 positions (MMDDYY format); optional.

Start with shipment

Indicates the first shipment to use the alternate shipping address. For example, if you enter 5 in this field, the fifth order and subsequent orders for the membership will be shipped to the alternate address.

You cannot complete both the Start date and this field.

Numeric, 3 positions; optional.

End with shipment

Indicates the last shipment to use the alternate shipping address. For example, if you enter 10 in this field, the system will use the alternate shipping address up to the tenth order, then stop.

Numeric, 3 positions; optional.

Field

Description

Sold to (Sold-to customer number)

A unique number to represent the sold-to customer who ordered the membership.

Numeric, 9 positions; display-only.

Customer name (Unlabeled field to the right of the customer number)

The name of the customer who ordered the membership.

Alphanumeric, 41 positions; display-only.

Customer name (Unlabeled field to the right of the customer number)

The name of the customer who ordered the membership.

Alphanumeric, 41 positions; display-only.

Membership ID

A code that identifies the membership program in which the customer is enrolled.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field to the right of the membership ID)

The description of the membership program.

Alphanumeric, 30 positions; display-only.

Type

A code that identifies the type of membership program. You can use membership types to group membership programs, or to indicate whether any of the settings for the membership program can be overridden for individual customer memberships.

Alphanumeric, 2 positions; display-only.

Recipient#

The sold-to customer number of the recipient assigned to the customer membership.

To change the recipient number, press F12 to return to the Customer Membership Screen (Change Mode), where you can enter a different number or press F8 to create a new sold-to customer as a recipient for the membership.

This field is blank if you have not yet assigned a recipient customer to the membership. If you complete the information on this screen, the system creates a new sold-to customer and assigns that customer as the recipient for the membership.

Numeric, 9 positions; display-only.

Name

The following 5 fields are available for you to enter the customer's full name:

Prefix

A title (such as "Mrs." or "Dr.") that precedes the customer's name.

If the Validate Prefix (I27) system control value is set to Y, your entry is validated against the Prefix file; see Working with Prefix Codes (WPFX).

Alphanumeric, 3 positions; optional.

First Name

The customer's first name

Alphanumeric, 15 positions; optional.

Initial

The initial of the customer's middle name.

Alphanumeric, 1 position; optional.

Last Name

The customer's last name.

Alphanumeric, 25 positions; required if company name is not present.

Suffix

An addition to the customer's full name (such as "M.D.," "Fr.," or "III"). The suffix will print on labels, reports, etc., but is not accessible to scans.

Alphanumeric, 3 positions, optional.

Company

The name of the company.

Alphanumeric, 30 positions; required if last name is not present.

Address

The customer's street address. This is the primary delivery address.

Alphanumeric, 32 positions; required.

Apt./suite (Apartment/suite)

The apartment number or suite number associated with the customer's delivery address.

Follow these steps to enter an apartment or suite address:

1. Enter APT to indicate an apartment or STE to indicate a suite.

2. Insert a space and enter the number of the apartment or suite, for example: APT 4 or STE 116.

Addresses must conform to United States Parcel Service (USPS) address formatting field description standards. For example, always precede the apartment or suite number with the appropriate abbreviation (for example, APT or STE).

Alphanumeric, 10 positions; optional.

Additional address (Unlabeled fields below the street address)

Three additional lines of the customer's delivery address. If the address represents a post office box, you must enter P.O. Box on the first line to meet USPS delivery regulations.

Alphanumeric, three 30-position lines; optional.

Postal code

The postal or zip code for this customer. This code represents a delivery area.

Alphanumeric, 10 positions; required.

City

The city where the customer lives or receives mail or shipments.

Alphanumeric, 25 positions; required.

State

The state or province where the customer lives or receives mail or shipments.

State codes are defined in and validated against the State file, accessible through the Work with Countries menu option; see Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 2 positions; optional.

Country

The code for the customer's country. The value in the Default Country for Customer Address (B17) system control value defaults, but you can override it.

Country codes are defined in and validated against the Country file. See Chapter 14: Setting Up the Country File (WCTY).

Alphanumeric, 3 positions; required or optional, based on country.

Delivery

This value identifies a business (commercial) or residential address, and is used to calculate shipping charges for shippers that use rate tables (such as U.P.S.).

The value in the Default Delivery Code for New Order Entry Customers (D13) system control value defaults here; however, you can override this default.

If you clear this field and press Enter, the system assigns the default delivery code to the shipping address.

B = Business rate table determines shipping charges.

R = Residential rate table determines shipping charges.

N = No distinction between business and residence.

Only B and R are valid values for U.P.S. The system defines the shipper on an order as U.P.S. if the Type field in the Ship Via file = U; see Fulfillment Chapter 30: Working with Ship Via Codes (WVIA).

Alphanumeric, 1 position; required.

Gift

This field indicates whether the order is flagged as a gift. Valid values are:

Y = This customer membership generates gift orders.

N or blank = This customer membership does not generate gift orders.

Flagging an order as a gift can control:

• how pick slips sort and break into spool files

• whether prices print on pick slips

• printing of gift acknowledgments

• whether SmartLabel prints on the pick slip if you use SmartLabel returns processing (see Using SmartLabel Returns Processing)

See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG).

The Default “Gift Order” Flag (D14) system control value does not affect the default setting for this field.

Alphanumeric, 1 position; optional.

Day

The customer's daytime phone number.

Alphanumeric, 14 positions; optional.

Eve

The customer's evening phone number.

Alphanumeric, 14 positions; optional.

Fax or Mobile

The customer's fax or mobile phone number. The Third Phone Number Type (L53) system control value determines the label for this field.

Alphanumeric, 14 positions; optional.

Email address

The customer’s email address. See Email Address Validation for an overview of how the system verifies that the email address you enter is formatted correctly.

Primary email address: A plus sign (+) next to the email address indicates that there are additional email addresses on file for the customer; the email address on this screen is the customer’s primary email address, which displays on screens that include the customer email address and defaults in order entry unless there is an individual placer on the order with an email address. If you enter a new email address, the address you enter becomes the customer’s current primary email address, although the existing email addresses for the customer remain in the Customer Sold To Email file.

Entering a new email address: If you overwrite the existing email address in this field, the system flags your entry as the primary email address for the customer, but retains the previous email address in the Customer Sold To Email file. In order to delete the previous email address, you need to prompt (by pressing F4) to display the Select Customer Email Address Screen and delete the previous email address there. See Working with Customer Email Addresses for an overview.

Deleting the email address: Similar to entering a new email address, if you delete the email address at this screen, the system removes the primary email flag for the address but retains the address in the Customer Sold To Email file.

Alphanumeric, 50 positions; optional.