Understanding Date-Sensitive Customer Sets

Customer sets are collections of entities who are assigned to roles that are associated with sales order processing. Typically, a customer set consists of these entities:

• Who places the order.

• To whom you ship the order.

• To whom you deliver the order.

• Who receives the invoice.

• Who pays for the order.

• Who receives invoice copies (usually, the same entity who pays for the order).

Setting up date-sensitive customer sets is useful when you are entering sales orders that frequently involve the same entities.

You can assign effective dates and expiration dates to each customer set. By assigning effective dates, you can set up customer sets that contain various combinations of the same entities, if the effective dates and expiration dates do not overlap. When you are entering a sales order and specify the entity for whom the order is placed (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, if the date when you are placing the order falls within the effective date and expiration date for the customer set.

After you have set up the date-sensitive customer sets, you must activate the customer set functionality by setting the appropriate system constant in the Branch/Plant Constants program.