Completing Customer Data

This document explains how you complete the customer data. The customer data includes information such as geographical, contact, financial, and commercial terms that help to control and regulate standards and base conditions for the customer.

Outcome

The customer data is completed in the Customer Master table.

The customer data is used:

  • To support automation of customer order process from order entry to payment of invoices. The information is retrieved and verified during the various activities in the customer order process
  • By all M3 Customer Relationship Management (CRM) applications, including Sales Management, Service & Rental, and Sales & Marketing.

The following tables are updated:

  • Customer Master - OCUSMA
  • Discount Percent Customer - FDISCU
  • Trade Chain Structure - OCHSTR
  • Customer to Trade-chain relations - OCHCUS
  • Customer Address - OCUSAD
  • Bank Master - CBANMA
  • Bank Account File - CBANAC
  • Connect Customer Charges - OCUSCH
  • Customer Order Charges - ODCHRG
  • Alias Numbers - MITPOP
  • Item Master - MITMAS
  • Customer Items - OCUSIT.

Before you start

A customer must be created. See Enter Preliminary Customer.

Follow these steps

  1. Complete Customer Data (CRS610)

    Complete the customer data in the customer master table in 'Customer. Open' (CRS610). Basic customer data such as Addresses, Customer Type, Status, Customer Group, Buying Patterns, Packaging Terms, Delivery Terms, Invoice Regulations, Payment Terms, etc., are defined in this activity.

  2. Define Financial Related Data (CRS610)

    Define the financial related data on the K and L panels of 'Customer. Open' (CRS610). Financial data such as payment instructions, customer-specific interest rate for draft payments, insurance details, and bank account details are defined in this activity.

    Define the financial related data for a customer to support automation of Customer Order Processing.

  3. Define Business Chain Relations (OIS038)

    Define business chain relations in the business chain master file in 'Business Chain. Open' (OIS038). Business chain relations are used to connect customers to a hierarchical structure of customers.

    Define business chain relations to simplify administrating agreements and conditions for customers who have a certain internal relationship, such as a parent company and its subsidiaries.

  4. Define Customer Addresses (OIS002)

    Define alternative customer addresses in the customer address file in 'Customer. Connect Addresses' (OIS002). Customer addresses such as delivery address, location address, invoice address, and payment address are defined and connected to a customer in this activity.

    Define customer addresses when customer offices are located in various locations and each location involves different operations.

  5. Define Bank Account for a Customer (CRS692)

    Define bank account data for a customer in the bank account file in 'Bank Account. Open' (CRS692).

    Define bank account information for a customer that contains detailed information about the account and the accounting string for posting transactions to this account.

  6. Define Customer Charges (OIS003)

    Define customer charges in the connect customer charges file in 'Customer Connect. Charge' (OIS003).

    Define customer charges to retrieve charges of that customer automatically to the order header by selecting 'Check order charges' in 'CO Type. Open' (OIS010/E).

  7. Define Item Related Data for a Customer (OIS005)

    Define the item related data for a customer in the customer connect item file in 'Customer. Connect Item' (OIS005).

    Define the item related data such as item, alias number, and buying patterns to connect an item to the customer and to display the data during full-screen order entry (OIS101/Hx) by default.

  8. Define B/C Related Data (CRS614)

    Define the bonus or commission related data in 'Customer. Connect B/C Recipient' (CRS614).

    Define bonus or commission receiver for each type of agreement in this activity. The bonus or commission data determines the conditions for calculating and processing bonus and commission for one or more recipients.

  9. Define Service and Rental Related Data (CRS611)

    Define the service and rental related data in 'Customer. Enter Service Order Info' (CRS611). Service and rental related data is defined to manage and follow up on serviced and rented equipment covered by an agreement.

Related topics