Setting Up Tree-Based Corporate Customers

To define corporate customer trees, use the Corporate Customer Tree component (AR_CORP_TREE_NODE).

This section discusses how to work with corporate trees.

Note: This section assumes that you are familiar with the Tree Manager. The tree that is delivered as part of the demonstration database illustrates one possible structure of nodes and detail values. Customers must be part of the corporate tree to be included in the PeopleSoft Corporate Tree nVision report and the customer profile by corporate tree.

Page Name

Definition Name

Usage

Tree Manager Page

PSTREEMGR

View corporate tree structures.

Corporate Customer Tree Page

CORP_NODE_AR

Define or review corporate tree node characteristics. The Corporate Customer Tree page from the Maintain Customers menu, where you can enter or change information for corporate customers, appears.

Corporate Tree Messages Page

CUST_MSG_CORPT

View and update messages for customers who are associated with a particular corporate umbrella.

For each corporate tree in the Tree Manager, various levels of the corporate structure exist under which nodes and detail values are grouped. Detail values are actual customers, identified in the Tree Manager by their customer IDs (such as 1001). Nodes are generally used to organize detail values into corporate groups, and they appear with their node name and a description (such as ALLIANCE_GROUP - Alliance Group). Nodes may be customers as well as organizational tools. Detail values always exist under nodes and cannot have children.

Define detail values on the Maintain Customers pages; define nodes on the Tree Node page in Tree Manager.

See PeopleTools Documentation: PeopleSoft Tree Manager.

Use the Tree Manager page (PSTREEMGR) to view corporate tree structures.

Field or Control

Definition

Edit Data

Click the Edit Data button to access the Tree Node page.

Use the Corporate Customer Tree page (CORP_NODE_AR) to define or review corporate tree node characteristics.

The Corporate Customer Tree page from the Maintain Customers menu, where you can enter or change information for corporate customers, appears.

Note: The credit information on this page is similar to information that you enter for an individual customer on the General Information - Credit Profile page. However, PeopleSoft Order Management does not use the information on this page for credit checking. You can use this information in reports and in a Workflow to determine which customers have exceeded their credit limit.

Field or Control

Definition

SetID and Corporate Customer

For an existing node, the tree populates these fields. If you are creating a new node, the corporate customer name comes from the tree node that you supply in the Tree Node dialog box when you insert the node.

Effective Date

This credit information is keyed by effective date to let you keep a history of the changes and to enter changes that will go into effect on a future date.

% Over Limit (percentage over limit)

Enter a credit limit tolerance, a percentage by which you allow customers to exceed their credit limit. You can use this field with Workflow to retrieve customers who exceed their tolerance amount. If a customer has a 2 percent over limit, for example, an extra two percent of their credit limit is added to their available credit amount. Depending on the percentage that you enter here, you may see credit limits that are higher than those you originally established for the customer.

Range %

Enter a credit limit comfort level. Use this field with Workflow to retrieve customers who exceed their range percent. You can flag certain customers when they get within 80 percent of their credit limit, and allow others to reach 110 percent of their credit limit.

Credit Limit Date

The current date appears by default; you can override this value. This date is kept separate from the effective date, so changes to the credit limit or other credit information are independent of each other.

Credit Limit Review Date

Enter a date on which you want to reevaluate the corporate credit limit.

Risk Code

An indicator of customer credit history. Credit class is another way of grouping customers by defining additional credit categories.

Note: The values for the Risk Code and Credit Class fields are translate values that can be adapted to the business needs.

Collection and Dispute

Select customer credit status based on the circumstance. Additional fields appear next to the Collection or Dispute fields.

When you turn a customer over for collection, select a collection code from those that are defined on the Collection Status page. Codes vary according to business practices. For example, they may represent different collection agencies that you use. The date on which the account was assigned for collection is the current date by default.

When you place a customer in dispute, select a dispute code from those that are defined on the Dispute Status page. Dispute codes vary by business. These codes usually indicate the cause for dispute, such as a pricing error or an incorrect shipment. The date on which the account was placed in dispute is the current date by default. The dispute amount that you enter can be a negative or positive value.

Note: Altering the account status has no effect on item or payment processing. These are informational fields only.

Apply To Individual Customers

Click to assign the same status to all customers in the node when you place a corporate account in or out of collection or dispute. This saves the page and updates the individual customer's credit record.

Use the Corporate Tree Messages page (CUST_MSG_CORPT) to view and update messages for customers who are associated with a particular corporate umbrella.

Field or Control

Definition

Corporate Customer

If one (or more) of the customers who belong to the corporate customer is assigned a message using the General Information - Messages page, the customer ID and name appear.

Update

Click to enter or update a corporate tree message (in read-only mode). The system transfers you to the Messages page, where you can assign or modify messages for customers who are associated with the corporate customer.

Hold Code

Appears if the customer has an action of Hold.

Note: The Messages button appears on the Corporate Customer page whenever any customer who belongs to the corporate customer has a message.