Understanding Customer Information
Because each customer has unique needs, you can define information to ensure that transactions are processed correctly, according to the needs and specifications of each customer. The JD Edwards EnterpriseOne Sales Order Management system uses these types of customer information:
Related address information.
Many organizations have multiple addresses. When you enter sales orders, you must specify the address to which the invoice is sent and the address to which the products are sent. You use related addresses to track all of a customer's address information.
Customer billing instructions.
Before you process sales orders, you must set up default customer billing information. Customer billing information includes bill-to and ship-to address information, freight and delivery information, item restrictions, commission information, and credit information.
For example, if a customer wants you to bill the parent company for items that are shipped to several branch offices, you can specify this information in the customer billing instructions. The system retrieves this default information every time that you enter an order for this customer.
Customer limit amounts.
You can convert customer limit amounts from one currency to another, and round the values to a specified amount, using the Euro Address Book Conversion program (R8903012E). This program converts customer currency codes and address book amounts from one currency to another in the Customer Master Line of Business table (F03012). In JD Edwards EnterpriseOne Sales Order Management, the address book amounts are the customer minimum and maximum order values and credit limits.
Date-sensitive customer sets.
Customer sets are collections of entities who are assigned to roles that are associated with sales order processing. When you are entering a sales order and specify the entity for whom the order is created (Sold-To Address) and the entity to whom the order is shipped (Ship-To Address), the system searches for customer sets that contain those same two entities. The system then automatically populates the remaining entities from the customer set (for example, Paid By, Delivered To, Invoiced To, Forwarded To), if the date you are placing the order falls within the effective date and expiration date for the customer set.
Customer buying segments.
You use customer segment based selling to group customers into buying segments based on the customers' buying habits. By grouping customers who buy similar products into buying segments, you can potentially increase sales by suggesting items during sales order entry that other customers in the same segment have purchased.
If you use the JD Edwards EnterpriseOne Customer Relationship Management system, you can enter customer information using the CRM Customer Detail program (P90CA080). When you use the P90CA080 program, the system populates and access the data from the same tables as the JD Edwards EnterpriseOne Sales Order Management system.