Track Customer History at Entity Level (F89)
Purpose: Use this screen to define whether to break out customer history based on the entity associated with each order.
Yes/no field: Select this field to have the system track customer history at the entity level. You might want to track history at the entity level if you offer more than one catalog with distinct identities, yet you want to share the same customer list and inventory for each.
Entity relationship: The system identifies the entity for each order based on the division defined for the source code on the order header. Each division points to an entity. Similarly, the system identifies the entity for a catalog request based on the source code defined for the catalog request.
Customer-level vs. entity-level: The system tracks information at both the customer level and the entity level if this system control value is selected.
Entity-related tables: The system uses these entity-related tables to track customer order history if this system control value is selected:
• Customer Sold To Entity
• Customer Ship To Entity
• Customer Sold To Item Class Entity
If this system control value is unselected, the system uses these tables only:
• Customer Sold To Order History
• Customer Ship To Order History
• Customer Sold To Item Class History
Screen Differences Related to Entity
Selecting this system control value produces these screen differences:
Customer/entity mail flags: When you prompt (Click) on the Mail flag, you advance to a window listing each entity in your company. Use this window to set the Mail flag independently for each entity. The Mail flag indicates whether the customer should receive any mailings from your company. This flag is not to be confused with the Mail code, a three-position, alphanumeric field.
Default setting: If you do not manually set the Mail flag for an entity, the setting from the Default Mail Name (D10) system control value defaults when you first enter an order for the customer within an entity. However, the setting at the customer level defaults if you create the customer entity record by entering a catalog request for an entity.
Customer level: The system also stores the Mail flag setting at the customer level. The Mail flag field that appears on these screens is the customer-level setting:
• the first Create/Change/Display Customer screen in Work with Customers (fast path =WCST)
• the Change Customer Sold to Name and Address screen in order entry, available by selecting Change for a customer at a customer scan screen
• the Work with Expanded Address screen in order entry, available by selecting Expand Address at the order header screen
• the Create Catalog Request screen in Work with Catalog Requests (fast path = WCAT)
Note: Changing the Mail flag at any of these screens updates the customer-level setting only; to update any of the entity-level settings, you must prompt (Click) to display the Customer/Entity Mail Flags pop-up window.
Current mail type: When you prompt (Click) on the Current mail type field, the system displays a pop-up window listing the current and original mail type for each entity, and the date entered. You can use this pop-up window to change the current mail type.
The system sets the mail type for each entity as:
• B (buyer) = the customer places an order
• S (suspect) = the customer places an order that is rejected
• R (recipient) = the customer is a recipient of an order
• C (catalog) = the customer places a catalog request; or you create the customer through Work with Customers; or you set the mail flag for an entity but there has been no previous activity for that entity
• L (list rental) = you received the customer's name from another company
The Original mail type field is set when you create the customer entity record and never changes. The Current mail type updates only to a B if the customer places and accepts an order for the entity.
Customer level: The system sets the customer-level mail types when you first create the customer, using the same logic to determine the customer-level settings as it used for the entity-level settings.
The Current mail type is available at the second Create/Change/Display Customer screen in Work with Customers (fast path = WCST).
Entity-related customer history: These additional screens are available in Work with Customers (fast path =WCST) to review customer history at the entity level:
• Display Customer Order/Entity History
• Display Customer Entity History
• Display Customer Item Class Entity
• Display Customer Item Class Entity Details
• Display Ship To Order/Entity History
• Display Ship To Entity History
For more information:
• working with customers and reviewing customer order history: Reviewing Customer History
• working with catalog requests: Entering Catalog Requests (WCAT)
• entering orders: Introducing Order Entry
• working with entities: Working with Entities (WENT)
