Setting Up the Customer Class File (WCCL)

Purpose: Use customer classes to create high level groupings of customers. You can use customer class codes to:

• direct offerings to a limited customer group

• restrict item sales to a group of customers (for example, restricting the sale of guns to minors)

• exclude a group of customers from a particular pay type

• set a default for bypassing item reservation for a group of customers

• generate a list of customers for reporting purposes, or segment reports by class code

• trigger a prompt in order entry to complete a user-defined field for customers based on their class

Related system control values: You can define a Default Customer Class in Order Entry (D63) in the System Control file for the system to assign automatically to all new customers created through Order Entry. Also, you can use the Require Customer Class in OE, WCAT, and WCST (H85) system control value to require the customer class in order entry, order maintenance, catalog requests, and customer maintenance.

Secured feature: The Maintenance of Customer Class Field (B07) controls the authority to enter or change the customer class in order entry, order maintenance, catalog requests, and order maintenance.

Important: If you set the Require Customer Class in OE, WCAT, and WCST (H85) system control value to Y, a user who does not have authority to the customer class field will not be able to enter or maintain an order or a catalog request, or perform customer maintenance for any customer that does not already have a customer class assigned.

In this topic:

• Work with Customer Classes Screen

• Create Customer Class Screen

• Change Customer Class Screen

• Exclude Pay Types by Customer Class Screen

• Create Pay Type Exclusions/Customer Class Screen

For more information:

• Change Cust Sold to Name & Address Screen

• Work with Order Screen (header format)

• Work with Order/Detail Screen (header/detail format)

• Expand Name/Address Screen

• catalog requests: Create Catalog Request Screen

• customer maintenance:

• First Create Sold To Customer Screen

Work with Customer Classes Screen

How to display this screen: Enter WCCL in the Fast path field at the top of any menu, or select Work with Customer Classes from a menu.

CSR0018 DISPLAY Work with Customer Classes 2/05/99 14:25:48 CommercialWare Opt Class Description Bypass Reservation Type options, press Enter. 2=Change 4=Delete 5=Pay Type Exclusions 01 HIGH TECH N 02 TEST CLASS 2 Y 03 TST CLS 3 N F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company

Field	Description
Class	A code you can use to group customers. Numeric, 2 positions; optional.
Description	The description of the code. Alphanumeric, 30 positions; optional.
Bypass reservation	This code indicates whether customers in this class are restricted to interactive reservation. Valid values are: Y = Restrict the customers to interactive reservation; they are prohibited from immediate or batch reservation. N = No reservation restrictions apply. Alphanumeric, 1 position; optional.

Screen Option	Procedure
Create a customer class	Press F6 to advance to the Create Customer Class Screen.
Change customer class information	Enter 2 next to a class to advance to the Change Customer Class Screen.
Delete a customer class	Enter 4 next to a class.
Establish a pay type exclusion	Enter 5 next to a class to advance to the Exclude Pay Types by Customer Class Screen.

Create Customer Class Screen

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

CSR0034 ENTER Create Customer Class 2/08/99 12:16:21 EZK Mail Order Class . . . . . . . Description . . . . Bypass Reservation . N=No, Y=Yes F3=Exit F12=Cancel

Field	Description
Class	The code you use to categorize customers at a high level for reporting purposes. Numeric, 2 positions. Create screen: required. Change screen: display-only.
Description	The description of the class. Alphanumeric, 30 positions; required.
Bypass reservation	This flag indicates whether customers in the class are restricted to interactive reservation, in which you manually assign inventory to orders. Valid values are: Y = Restrict the customers to interactive reservation. N = Immediate, batch, and interactive reservation are available to this class. Alphanumeric, 1 position, required.

Change Customer Class Screen

To change: Enter 2 next to a class at the Work with Customer Classes Screen to advance to the Change Customer Class screen. At this screen you can change the description or the bypass reservation code. See Create Customer Class Screen for field descriptions.

Exclude Pay Types by Customer Class Screen

Purpose: Use this screen to work with any pay type(s) the customer class is prohibited from using. If you attempt to enter an excluded pay type on an order for a customer in this class, the system displays a message such as the following:

 

Customer class (99) has been excluded from using pay type (4).

 

How to display this screen: Enter 5 next to a class at the Work with Customer Classes Screen.

CSR0091 DISPLAY Exclude Pay Types by Cust Class 2/08/99 12:27:43 EZK Mail Order Customer class : 99 UNDER 18 YEARS OLD Opt Pay type Description Type options, press Enter. 4=Delete 4 COD 5 VISA 7 MASTERCARD F3=Exit F6=Create F12=Cancel

Field	Description
Pay Type	A code that represents the method of payment on an order. See Accounts Payable Working with Pay Types (WPAY). Numeric, 2 positions; optional.

Screen Option	Procedure
Create a new pay type exclusion for this customer class	Press F6 to advance to the Create Pay Type Exclusions/Customer Class Screen.
Delete a pay type exclusion for a customer class	Enter 4 next to a pay type exclusion.

Create Pay Type Exclusions/Customer Class Screen

To create: Use this screen to create a new pay type exclusion for a customer class.

How to display this screen: Press F6 at the Exclude Pay Types by Customer Class Screen.

CSR0092 ENTER Create Pay Type Exclusions/Cust Class 2/08/99 12:45:59 EZK Mail Order Customer class : 99 UNDER 18 YEARS OLD Pay type . . . . F3=Exit F12=Cancel

To complete this screen: Enter the code representing the pay type from which the class should be excluded. See Accounts Payable Working with Pay Types (WPAY).