Editing a customer

From the ERP system you receive a customer number when the BOD data is transferred. After you configure the trading partner, you must configure the customer.

To edit the customer:

  1. Select Administrative Functions > Manage Codes.
  2. In the input field of the Name column, specify Customers and press Enter.
    Note: The entries are case-sensitive.
  3. Click the Drill down button in the Customers line.
  4. Click Edit.
  5. In the Code List Properties section, click Drill down to select a customer.
  6. Review and specify this information, as appropriate:
    Name
    This field shows the customer number transferred from the ERP system.
    Short description
    This field shows a short description of the customer.
    Effective from Date

    This field defines the start date of the code.

    Note: For future changes of the specified data, you can define a follow-up code for the subsequent time period and the same hierarchy.
    Effective to Date
    This field defines the end date of the code.
    Accounting Entity

    For each user, one or more accounting entities can be configured in the security administration. For a specific user, you must set one of these accounting entities as default accounting entity.

    Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

    The user can view the data of the default and all other assigned accounting entities.

    Ship To Accounting Entity
    The Ship To is used to uniquely identify a Ship To party in an accounting entity. The Ship To accounting entity is the corresponding accounting entity for which the Ship To ID is defined.
    Ship From
    The Ship From ID is used with the Ship From name to identify a location in an organization. From this location, for example, a warehouse, a shipment is sent. See Configuring Ship From Information.
    Ship To
    This field indicates the location code that is used with the Ship To Name to identify where the goods are shipped.
    If goods are delivered to an external service provider (ESP), the field indicates the Ship To location of the ESP.
    Ship From Accounting Entity
    The Ship From is used to uniquely identify a Ship From party in an accounting entity. The Ship From accounting entity is the corresponding accounting entity for which the Ship From ID is defined.
  7. Click the Values 1 tab.
    Specify the fields, label types for the customer.
    Time Zone
    If there are several customers using the same trading partner, you can specify a time zone.

    Time zones are defined in the TimeZones code list. This list contains all available time zones. The TimeZonesOwn code list contains the user-specific time zones.

    User-specific time zones support the representation of system dates such as processing dates of plans or log entry dates.

    Time zones support is also available for the representation of requirement dates such as shipment dates or arrival dates of goods.

    Language Code

    Specify the language in which the documents are to be printed.

    Trading Partner
    This field contains the trading partner. The trading partners are maintained as master data codes.
    Third Party Freight
    Specify the third party entity to which freight charges are assigned. The address details for the third party entity are maintained in the ThirdPartyFreight code list.
    Note: When a shipper is created with a specified third party freight entity, the associated third party address fields are populated in the Carrier and Transportation section of the Manage Shippers page.
    External Sales Representative
    This field indicates the name of the external sales representative.
    Pool Point
    This field shows the pool point name. Pool points help to minimize outbound freight costs by shipping shippers to local pool points and then deliver the product locally. This process reduces distribution costs to local outlets by minimizing the delivery distances and consolidating shippers into a master shipment.
    Workflow Name
    This field shows the name of the workflow. You can select the workflow that is stored in the master data from the drop-down list.
    Internal Sales Representative
    This field indicates the name of the internal sales representative.
    Container Aggregation Mode
    This field shows how containers are aggregated for label printing.
    Note: A master container is a container on the floor level (level 1) that contains sub containers, for example, a pallet. A master container does not contain shipped goods.
    • No Aggregation: No aggregation is performed.
    • Aggregate Master: Each container with the Master role is aggregated to a Single role container. All articles in inner containers will be assigned to the Single role container. All inner containers are set to auxiliary containers. A Single label is printed for all master containers.
    • Aggregate Single Pallet as Master: Each container with the Single role that is not contained in any outer container and that has assigned the Pallet packaging type in Packaging Information is set to the Master role. A Master label is printed.
    Master Label Type

    The master label is used on a transport handling unit that include inner packagings containing the same item. Normally, it provides information about the transport handling unit and the contained item.

    Select one of these label types:
    • VDA 4902 label (default)
    • AIAG B-10
    • AIAG B-3
    • Continental Label
    • Destination Label
    • ETI9 Label
    • Global Transport Label
    • Item Label
    • MAT Label
    • Mixed Load Label
    • No Label Type
    • Odette Label
    • VDA 4902 Label with Data Matrix Code
    Single Label Type
    Generally, the single label is used for a stand-alone inner packaging, which only contains one kind of item. It identifies the container and the item that is contained. According to VDA 4902, this label can also be used for containers for which no label is printed for the inner packaging.
    Mixed Label Type

    The Mixed Label Type is used on transport handling units that include inner packagings of different items. Normally, it provides information about the transport handling unit, the supplier and the receiver. Sometimes, it provides a list of the contained items. This is especially the case when the label is used as a part of GTL implementations that use this information in a 2D barcode.

    Waybill Type
    A waybill is a transport document that confirms a contract between a carrier and a transport buyer for the transport of goods. Types of waybills are, for example, air waybill, CMR waybill, or rail consignment note. You use master data codes to maintain waybill types.
  8. Click the Values 2 tab.
  9. Specify this information:
    Packing List Type
    The packing list type is used to define a packing list as part of the Default Packing List Type or No Packing List Type.
    Minimum Status for Packing Slip Task Processing

    Select the minimum status that the document must have for printing.

    This list shows the available statuses.

    Note: The statuses are taken from the TaskProcessingForStatus code list.
    Status Description
    Shipped Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Shipped status.
    Released Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Released status.
    No Printing Mode The task cannot be processed.
    Staged Shipment All the included shipments of the pro forma shipper or of the shipper that are currently available have at least the Staged status.
    Complete Shipper For this shipper, the SyncCarrierRoute BOD has been processed. It has either the Complete or the Processed status. All the shipments included in the shipper have the Shipped status.
    Printable Shipper For this shipper, the SyncCarrierRoute BOD, SyncShipment BOD, and an optional SyncInvoice BOD have been processed. All of the shipments of the shipper have the Printable status. This status also allows shippers with the status of Complete to be processed.
    Proforma Invoice For this shipper, the SyncCarrierRoute BOD has been processed. It is either in the Complete or in the Processed status. The Priced status of the shipper is Priced via Proforma Invoice, Mixed Pricing or Priced via Invoice.
    Invoice For this shipper, the SyncCarrierRoute BOD has been processed. It is either in the Complete or in the Processed status. The Priced status of the shipper is Priced via Invoice.
    ASN Cancellation Supported
    This check box indicates whether ASN cancellation is supported. See Canceling an ASN.
    Packing Slip Type
    A packing slip is a document created by shipping personnel that accompanies a shipment and lists the contents of the shipment. You use master data codes to maintain packing slip types.
    ASN Type
    This field indicates the Advanced Ship Notice type. These types are available:
    • Standard
    • AMES-T
    • Process ASN after all Invoices
    • Process ASN after all Proforma Invoices
    Split Shipment Lines by RAN/KANBAN
    This check box determines whether item quantities of shipment lines are grouped by RAN/KANBAN numbers. If selected, the item quantities of boxes that contain items with the same item number and differing RAN/KANBAN numbers must not be summarized.
    Note: This configuration is required, for example, by the Renault trading partner.
    Check Homogeneous Container Structure
    This check box shows whether a special examination of the container structure is active. The check can be activated in the trading partner and customer master data. The Heterogenous, Homogenous and Unknown options can be managed on shipment line level.
    Note: This function is required, for example, by the trading partner Renault.
    DUNS Number
    The Data Universal Numbering System number is a unique nine-digit code that is used to identify companies and group entities within an organization. It is issued at a company's request by the business information provider, Dun & Bradstreet.
    Own E-Mails
    The supplier's email address.
    Customer's E-Mails
    The customer's email address.
    Customer's Fax No.
    The customer's fax number.
    Calculate CUM for Containers
    When selected, this check box causes the calculation of container CUMs for reusable containers in shipping.
    Add Container Item to ASN

    If activated, the container item is added to the ASN that is published.

    Note: This check box should be selected for all the customers that are assigned to FIAT Chrysler Automobiles North America. To preconfigure the check box, select Add Container Item to ASN on the Values 2 tab of the Customers code list.
  10. On the Property Values 3 tab, specify this information:
    Manufacturing Location
    This field shows the manufacturing location referenced on shipping documents and labels.
    Mixed Load Label Type
    Unlike the Mixed Label this label is used to indicate a mixed transport handling unit. Usually, it only contains the MIXED LOAD caption, but no other information. It is used together with a Transport Handling Unit Packing List Label or a list of Mixed Master Labels.
    Caution: 
    This label must not be confused with the B10 and B16 labels. These are, in Shipping terminology, mixed labels.
    Item Consolidation Mode
    This attribute determines how the elements of two containers are identified as being equal. Using this field you can define the trading partner-specific criteria that determine whether labels for mixed pallets are to be printed. Configuring the Item Consolidation Mode allows you to determine for each trading partner which shipment lines should be defined as positions of the same kind.
    • No Label Mode: Per shipper and shipment number
    • Per Item: Two items are considered equal if the item number is the same. All other properties are ignored
    • Per Item and Lot: Two items are considered equal if the internal item numbers and lots of these two items are the same
    • Per Item and Lot and Order
    • Per Item and Lot and RAN or Kanban
    • Per Item and Order
    • Per Item and RAN or Kanban

    Depending on this setting, a Master or Mixed label is printed for the pallet.

    Quick Receive Label Mode

    Select the label mode for the quick receive label type.

    This table shows the available label modes.

    Label type Description
    Quick Receive Label per Shipper The Quick Receive Label per Shipper mode is used to facilitate the receiving of shippers.
    Quick Receive Label per Shipment The Quick Receive Label per Shipment mode is used to facilitate the receiving of shipments.
    Quick Receive Label per Transport Handling Unit The Quick Receive Label per Transport Handling mode is used when the transport handling unit must be labeled with a Quick Receive Label.
    Quick Receive Label Type
    This label type facilitates the process that covers the receiving of shipments. It usually only contains the shipment or ASN number in the barcode format. It allows to receive a transport handling unit, shipment, or container by scanning a 1D barcode.
    Note: The quick receive label is printed as part of the printQuickReceiveLabelsTask. The Quick Receive Label Type setting is used to configure a shipper label, shipment label, or several transport handling unit labels for printing.
    Packing List Label Type for Transport Handling Unit
    This label type is used for all types of packing lists on the transport handling unit level.
    Example: Ford’s Mixed Master Load List, which replaces the Mixed Master Label and contains each item of a transport handling unit. The item number and the quantity are printed in a human-readable form and as bar codes.
    Pack Label Type

    Inner packagings can contain different items, and they can contain packs. A pack usually contains a specific item. A pack can be labeled. For this scenario, a Pack Label is required.

    Example: A container contains a thousand screws, which are packed in twenty bags of fifty screws each. Each of the bags is labeled with a pack label, the container is labeled with a single label or a mixed single label.

    Cost Item for Clause 92

    This field shows the cost item for the FIAT Chrysler Automobiles Clause 92 process. Based on the contract for the associated item, Clause 92 allows the supplier to request reimbursement for expendable packaging. This may be the case when returnable containers should have been used, but were not available.

    Note: The name of the item must match the name of the item in the ERP system.
    Consolidate containers when ASN Type is with Dispatch Order
    Containers are consolidated if the ASN Type is set to With Dispatch Order.
    Sort Labels by Logistic Print Field (Descending)
    The labels are sorted by the Logistic Print Field in descending order.
    Add Julian Day to Route Field in Shipper
    If this check box is enabled, the shipper's route is truncated to the last three numeric digits and then concatenated with the Julian Day. This information is then published in the Route field on the Manage Shippers page in Shipping, and in the shipping documents.
    Destination Label Type
    This label is used per transport handling unit. It only provides the destination for the transport handling unit. It does not include any item information.
    Mixed Master Label Type
    This label identifies a specific item as part of a transport handling unit. It is used for mixed outer packaging, and usually, multiple Mixed Master Labels are printed.
    Caution: 
    Different trading partners use different criteria to determine when a label to be printed. Usually, the label is used together with a Mixed Load Label or a Mixed Label.
    Quick Receive Label Type
    This label type facilitates the process that covers the receiving of shipments. It usually only contains the shipment or ASN number in the barcode format. It allows to receive a transport handling unit, shipment, or container by scanning a 1D barcode.
    Note: The quick receive label is printed as part of the printQuickReceiveLabelsTask. The Quick Receive Label Type setting is used to configure a shipper label, shipment label, or several transport handling unit labels for printing.
    Minimum Status for Quick Receive Label Task Processing
    This field shows the minimum status required for a quick receive label to be processed.
    Mixed Single Label Type
    Some trading partners require the delivery of more than one item in a single inner packaging. This requirement can be fulfilled by the use of virtual containers. In addition, the user will be required to select the Mixed Single Label type. The Mixed Single Label Type contains information about more than one item.
    Use Intermediate Containers on ASN
    Caution: 
    Select this check box only on explicit request of your trading partner. Intermediate containers are containers to which no other role is assigned in the packaging structure. You can select this check box if you are working with at least three genuine packaging levels without auxiliary packaging. The outer level of packaging is represented by the outer master or mixed packaging level. The inner level is represented by the single packaging level. The intermediate level is represented by the intermediate packaging. If this check box is cleared, intermediate containers are declared as auxiliary packaging. All the boxes that are contained are directly assigned to the parent container of this packaging.
    Automatically set master shipment to complete
    Sets the status of the master shipment automatically to Complete, if the included shippers have been completed.
    Adds sorting information into the label print request, so that the labels can be generated in the sequence of the shipment line numbers
    Labels are generated and printed in the sequence of the shipment line numbers.
    Expected Delivery Date
    These are the options in the drop-down list:
    Blank
    No selection in this field indicates that the expected delivery date is to be extracted from a single instance of this date on the SyncShipment BOD, which is not necessarily the earliest date.
    Earliest Expected Delivery Date
    This selection indicates that the earliest expected delivery date (ExpectedDeliveryDate) from the detail level of the entire ASN is to be printed as the Expected Delivery Date on the header level of shipping labels/paperwork for the selected customer.
    Note: This date value appears in the Expected Arrival Date field on the Carrier and Transportation tab on the Manage Shippers page.
    Discrete Quantities in Sequential Production Forecast
    The check box is used to indicate whether demands should use discrete quantities or cumulative quantities.
  11. On the Property Values 4 tab, specify this information:
    Suppress Lot ID in Outbound Documents
    If this check box is selected, the lot ID is included in the ASN and printed on labels.
    Print "Ship on Behalf of" Address for Customer-facing Documents
    Note: This setting is available only if the Ship on Behalf of check box has been selected on the Ship From Information page under the Shipping > Configuration menu selection.
    Select this check box to enable the "Ship on Behalf of" feature for customer-facing documents in the direct delivery process (such as container labels, packing slips, EDI waybills, etc.). All such documents use the supplier and ship from information from the supplier party and not from the sub-supplier. This includes also identification numbers like DUNS or ID’s given by the end-customer to identify the supplier.
    Print "Ship on Behalf of" Address for Customs Documents
    Note: This setting is available only if the Ship on Behalf of check box has been selected on the Ship From Information page under the Shipping > Configuration menu selection.
    Select this check box to enable the "Ship on Behalf of" feature for customs documents in the direct delivery process (for example, movement certificates used in shipping). The movement certificates use the supplier and ship from information from the supplier party and not from the sub-supplier.
    Print Tax ID
    If this check box is selected, the tax number is included in the print request and printed on the waybill.
    Print "Ship on Behalf of" Address for Carrier-facing Documents
    Note: This setting is available only if the Ship on Behalf of check box has been selected on the Ship From Information page under the Shipping > Configuration menu selection.
    Select this check box to enable the "Ship on Behalf of" feature for carrier-facing documents in the direct delivery process (for example, the waybill). If this check box is enabled, the waybill documents use the supplier and ship from information from the supplier party and not from the sub-supplier.
    Use Internal Revision ID
    The option defines the information that is shown in the Engineering Change Level field in the shipment lines of a shipper and printed on labels. By default, the option is not selected:
    If the option is deactivated, the Engineering Change Level is set to the shipment line reference Revision Number. If not available, the field is set to the shipment line reference Revision Level. If not available, the Engineering Change Level is set to null.
    If the option is activated, the Engineering Change Level is set to the ShipmentItem/ItemID/RevisionID. If not available, the Engineering Change Level is set to null.
  12. Click OK and click Save.