Introduction
1. When do we need to create a new customer ?
- For all non referenced customers.
When a sales view if needed, do not create a new customer. Create a sales view only
As of june 15th
Payer partner number will be different from the Sold to Number and the Account group will be different
Create payeur first, and gets its number
Then, create Sold TO separately and link the payer to the Sold To in the Sales view.
- Customers that change their VAT identification.
- Customer has a new delivery address.
2. Modifications
- If new VAT Number:
A new customer must be created
- If the customer exist with different sales organization:
Advise the others commercial assistants to check the impact of the modification
- If a customer has been created as payer or ship to and needs to be turned into a sold to
In this case send an e mail to SBS Master Data Back Office (datamanagement.3s-pt@solvay.com) indicating VAT number, sales office, sales group, sales organization, distribution channel and division
In case of modification, sales organization/Distribution channel and activity sector must be filled in addition to the customer file number
- Can we reactivated a cancelled customer file ?.
Yes, send a mail to SBS Master Data Back Office (datamanagement.3s-pt@solvay.com) and ask for reactivation
Scope
Frequency
References
Attachments
Before any creation or modification, please make sure that the customer does not already exist in the database.
Always use "Customers (general)" criteria
1. General Data
2. Commercial Data
To give you some help
- You can visualize your customer’s account group and the name or ID of the person who created customer. Visualize customer. Go to the “Unloading points” section. Click above on “Extras” and “Administrative Data”.
- You can check if a customer is blocked or has a deletion flag. Visualize customer. Go to the “Unloading points” section. Click above on “Extras” and “Blocking Data”. If you see “01” in box “Order block – All Sales Areas”, your customer is blocked. For deletion flags, click above on “Extras” and “Deletion flags”. If boxes are ticked, customer is blocked. Still in “Extras” click on “Texts”: comments are indicated in “Internal notes” (for example: customer already existing, please use xxxxxxx)
- If you want to visualize all modification made on your customer and they author, visualize customer. Go to the “Unloading points” section. Click above on “Environment”, “Account changes” and “All fields”. All modification appears on your screen. If you want to know who made a modification, double-click on the line concerned. One or more modifications appear listed by date. Then double-click on the required line to see following information about modification: date, hour, author’s name or ID, nature of the modification.
4.1 Periodic invoicing: Invoicing rule
Defines the mode of grouping of the deliveries on one invoice.
Extras, Additional data of Sold to or Payer customer.
BLANK : All deliveries shipped in the period (defined in the Invoicing Dates field on the Billing Screen) are grouped together into one single Invoice (for a same shipping point and ship to party)
001: One Invoice per Delivery
002: One invoice for all deliveries linked to a sales order
003: Not used at the moment. Only one invoice per sales order once the last delivery output is done
004: equivalent to rule 002 ; this rule is specifically adapted to order type ZOR for monthly invoicing of despatches to a customer ‘on consignment’ ; at invoice output Invoice quantity is accumulated per material from all the deliveries that have been Goods Issued (no delivery reference is printed)
005: this rule is specially adapted to order type ZOR for stock adjustment to cover stock sent in advance ; it allows at invoice output :
to suppress the invoice line where the Order and PO references appear to link to one material, one invoice quantity = accumulation of all Goods Issues from all deliveries in the period and to print a line giving batch details in the format ’Batches XXXXXX - CCCCCC - DDDDDD... ‘ ; these batches are from the delivery documents associated with the ZOR
to print at the foot of the invoice, B/L references in the format ‘BL n° aaaa - bbbb - cccc.... ‘These B/L references are taken from the Order references for each ZOR. It is in effect the B/L eferences from the stockiest
006: All deliveries shipped in the period are grouped together into one single invoice but at the opposite of default rule (BLANK), they are also grouped even if they are realized by different shipping points and for different ship to parties. Deleted in 2010 March
007: Equivalent to rule 006 but at invoice output (not at display), quantities are accumulated per material. Used by US
008: All deliveries shipped in the period and linked to a same contract are grouped into one single invoice ), they are also grouped even if they are realized by different shipping points and for different ship to parties. Used by US
4.2 Periodic invoicing : invoicing dates
Defines the rhythm of invoicing
zone blank: daily invoicing (all the deliveries of the day for the same article, the same division of delivery, the same customer)
VM: monthly invoicing in working days (do not use)
AM: monthly invoicing in calendar days
VD: period of 10 days invoicing
VQ: fortnight invoicing
VV: invoicing on Fridays
...etc