Enter Business Chain
This procedure is used to enter a customer representing one level in a business chain.
Business chains are used to connect customers to a hierarchical structure of customers. This simplifies administrating agreements and conditions for customers who have a certain internal relationship, such as a parent company and its subsidiaries.
Before you start
- Customers representing the different levels in the business chain must be specified in 'Customer. Open' (CRS610).
- To use the business chain, the business chain check must be activated in the customer order type in 'CO Type. Open' (OIS010/E). Terms and conditions can then be retrieved for a customer from another customer on a higher level in the chain.
Follow these steps
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Start 'Business Chain. Open' (OIS038). Specify panel sequence E. To enter an umbrella organization (the highest level in the chain), go to step 2. To enter a lower level in the chain, go to step 4.
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Specify the customer number representing the umbrella organization, select 'Open' to proceed to the E panel.
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Specify information in the E panel. Leave the 'Superior chain field' blank for the umbrella organization. Press Enter and you will return to the B panel.
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Specify the customer number representing level two in the chain, select 'Open' to proceed to the E panel.
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Specify the name of the umbrella organization in the 'Superior chain' field and the other information. Press Enter to return to the B panel.
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Repeat steps 4 and 5 to enter more levels in the chain. Enter the customer number which represents a higher level in the chain in the 'Superior chain' field.
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To end, press F3.
After completing this procedure, customers can be connected to the different levels you have created.