Creating order entry customers

  1. Select Supply Management > Supply Management Setup > Item And Order Billing > Order Entry Customers.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Customer
    Select a customer number.
    Billing Freight Code
    Select the freight code to assign freight charges to the customer. You can define freight codes in Billing.
    Picking Priority
    Specify a picking priority for the ship-to address. This priority is used in when allocating inventory to demand.
    Carrier
    Select the carrier vendor number. You define vendors in Payables.
    Cash In Advance Required
    Select this check box if the order requires a cash-in-advance payment.
    Cash In Advance Required Percent
    Specify the cash in advance percentage to determine the down payment amount of the total order.
    Order Discount Code
    Select an order discount code.
    Territory
    Select a sales territory for the customer.
    Salesman 2
    Select the secondary sales man.
    Commission Split Percentage
    Specify the commission that is split between the primary and secondary sales representatives.
    Price List
    Select a name of the price list that is used to price items that are ordered for this customer ship-to address.
    Customer Order Acknowledgments
    Select this check box if a printed acknowledgment is required for the order.
    Backorder Allowed
    Select this check box if backorders are allowed. If you do not select this field, then an order cannot be defined for items that do not have sufficient stock.
    Ship Complete Flag
    Select whether the customer require shipments. Valid values are Determined by Line, Accepts partial shipments, or Does not accept partials.
    PO Required For Customer Order
    Select this check box if the customer’s purchase order number is required before releasing an order.
    Substitutes Allowed
    Select this check box to allow substitute items.
    Default Ship To Location
    Select the ship-to address.
    Default Shipping Location
    Select the shipping location that is the default for this ship-to location.
    Default Shipping Method
    Select the method by which the order is shipped. You can define shipping methods in Warehouse.
    Billing Customer Code
    Select the billing customer code.
    Proof Of Delivery Required
    Select this check box if the customer requires a Proof of Delivery (POD) form to accompany the shipment.
    Proof Of Delivery Grace Period
    Specify a number of days after which POD shipments are automatically billed even if the POD is not returned.
    Single Order Limit
    Specify the maximum single order amount for the customer.
    Single Order Hold Code
    If you define a single order limit, then select the hold code to be placed on non-COD orders when the total amount exceeds the single order limit.
    Total COD Order Limit
    Specify the maximum amount to limit COD orders for the customer.
    Cash On Delivery Order Hold Code
    Select a hold code that is used for Cash on Delivery invoices. Hold codes are set up in Receivables.
    Check Credit On Order Add
    Select this check box if credit checking is performed when orders are defined.
    Check Credit Before Picking List
    Select this check box credit checking is performed before printing the picking lists.
    Broken Case Charges
    Select this check box if broken case charges are allowed.
    Credit Limit Hold Code
    Select a code to hold a customer due to exceeding credit limit.
    Order Limit Hold Code
    Select a code to hold a customer due to exceeding order limit.
    Billing Line Item Required
    Select this check box if line items are to be interfaced into Receivables for a Billing invoice.
    Vendor
    Select the vendor for the purchase order. If no vendor is assigned, then a vendor is manually assigned in Purchasing.
    Purchase From Location
    Select a purchase from location of the vendor.
    Ship Term
    Select a term where the responsibility for goods is transferred between parties.
    Port code
    Select an intrastat port code. This code determines the default seaport for the movement of goods to customer or ship-to address.
    Tax Calculation And Printing
    Select the tax calculation and invoice printing option.
    Allow Returns
    Select this check box if order returns are allowed.
    Last Return Authorization Date
    Select the last date returns that are allowed for the customer.
    Carrier Flag
    Select this check box to indicate a freight vendor that is associated to the customer.
    Age Cred Pct
    Specify the percentage of the customer's credit limit that is allowed in the current, first, second, third, and fourth aging periods. These fields work respectively with the Age Hold Cd fields.
    Age Hold Cd
    Specify up to five hold codes to be placed on orders when the customer fails credit check because of the aging limits in the Age Cred Pct fields.
  4. Click Save.