Enter Customer in Business Chain

This procedure is used to enter a customer in a business chain. A customer can be entered on one or more levels in the chain.

Description

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

Business chain check must be activated in the customer order type '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

  1. Start 'Business Chain. Connect Customer' (OIS039/B).

  2. Specify the superior business chain, the customer number and the valid from date. Select 'New' and you will proceed to the E panel.

  3. Specify the information in the E panel, including the Valid to field. The other fields are used for informational purposes only. Press Enter and you will return to the B panel.

  4. To specify more customers for the selected chain level, repeat steps 3-4. To specify customers on another level, repeat steps 2-4.

  5. To end, press F3.

Outcome

At the end of this procedure, the customers on the chain's lower levels will be covered by the agreement and other terms and conditions of the chain's higher levels. The 'Included in chain' field in 'Customer. Open' (CRS610/F) will be updated.

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