Setting Up Subcustomer Qualifiers
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SubCustomer Qualifier 1 Page |
SUBCUST_QUAL1_TBL |
Define the first set of customer qualifiers that the system uses to categorize the customers' data for recording balance, historical, aging, and reporting purposes. |
|
SubCustomer Qualifier 2 |
SUBCUST_QUAL2_TBL |
Define the second set of customer qualifiers that the system uses to categorize the customers' data for recording balance, historical, aging, and reporting purposes. |
To set up subcustomer qualifiers, use the SubCustomer Qualifier 1 (SUBCUST1) and the SubCustomer Qualifier 2 (SUBCUST2) components.
Use subcustomer qualifiers to record history and aging information for a subset of your business with a customer or for a cross-section of your business across different customers. Based on the selection on the Installation Options - Overall page, the system can use one subcustomer qualifier, both qualifiers, or neither. If installation options enable both subcustomer qualifiers, you can limit their use for individual customers by allowing both, one, or none for a customer on the Miscellaneous General Info page.
If you elect to use one or both qualifiers, you must define valid qualifiers by TableSet.
This table provides an example of how you might use subcustomers for a large customer to whom you sell and ship products throughout the world:
|
SubCustomer Qualifier 1 - Collector Locations |
SubCustomer Qualifier 2 - Shipping Locations |
|---|---|
|
Sydney |
New York |
|
London |
Tokyo |
You run the Receivables Update process to update DSO for the customer and discover that their DSO is at 40 days. If you select the SubCustomer check box when you run the Receivables Update process, you find that:
SubCustomer qualifier 1 shows that the DSO in Sydney is 60 days and in London is 20 days.
This result might mean that the collector in Sydney is not doing as good a job as the collector in London.
SubCustomer qualifier 2 shows that when shipments are made from Tokyo, payments are received in 25 days.
When shipments are made from New York, payments are received in 55 days. Therefore, the DSO for the entire customer is calculated at 40 days. You might use this information to contact customers in New York to determine if they are experiencing a problem with their shipments, so that you can correct the problem.
Note: SubCustomer qualifiers are also available as search criteria on some inquiry pages, such as the Item List page or the Outstanding Customer Payments page.
Use the SubCustomer Qualifier 1 page (SUBCUST_QUAL1_TBL) to define the first set of customer qualifiers that the system uses to categorize the customers' data for recording balance, historical, aging, and reporting purposes.
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Use the SubCustomer Qualifier 2 page to define the second set of customer qualifiers that the system uses to categorize the customers' data for recording balance, historical, aging, and reporting purposes.
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