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These work instructions cover the process for Customer Maintenance everywhere.
Process Flow
Process description for retained organization
Steps for Sales Reps
Requests for customer setups should be submitted via Freshdesk portal or sent to DATA MANAGEMENT RIGA - datamanage@solvay.com
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If the address doesn’t exist, it needs to be created (please see chapter 7.2 – Creating an address).
Contact:
CUS028382 CUS028382 collections Riga contact - should be added as the invoice receiver for all new customer accounts, exception -co:775 - contact to be used: CHX000499 Please follow the steps in Appendix 10. should be added as the invoice receiver for all new customer accounts. Please follow the steps in Appendix 10.
Note! You will not be able to checkmark “Invoice-to B. Partner” until “Invoice-to” role is activated by the credit manager.
If requested by Credit management, CASH APP RIGA contact CUS021140 should be added and activated for invoice-to role as well.
B. Partner Status:
Should always be left ‘Active’ – a default value (even when inactivating customers)
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Send an e-mail to Credit Control asking them to approve the created customer and complete the ‘Invoice-To role (put the original requester in ‘CC’), and after this is done and the reply from the Credit rep is received, close the ticket.NOTE! For all new domestic customers (located in US) OR for any customers with ship-to address in US upon creation you should also send an e-mail with the new BP number to ,!
Creating a new Ship-to
When you receive a request to create a new Ship-to for a certain Sold-to that already exists, you have to do the following.
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