Enter Customer Table for B/C
The purpose of this procedure is to specify which customer orders will be included in a bonus or commission agreement (b/c agreement) via a customer table.
Description
A customer table is used if more than one customer is to be included in a b/c agreement. A customer table is connected to a bonus or commission agreement in 'Bonus/Comm Agreement. Open' (OIS412/E). If only one customer is to be included in a b/c agreement, the customer is entered in 'Bonus/Comm Agreement. Open' (OIS412/E).
The procedure also includes entering a b/c recipient. The recipient is the person who receives the bonus that is updated when customer orders are entered for those customers included in the agreement via a customer table.
The B/C recipients are retrieved from the following programs and in the following order during order entry:
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'Customer Order. Connect B/C Recipients' (OIS400). The recipient entered manually by specifying option 19=B/C recipient or option 9 in the panel sequence in 'Customer Order. Open' (OIS100). Recipients entered manually during order entry get the highest priority.
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'Bonus/Commission Agreement. Open' (OIS412)
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'Bon/Com Customer Table. Connect Customers' (OIS408)
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'Bonus/commission Customer Table. Open' (OIS407)
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Customer number from the customer order when using agreement type 9=Bonus agreement.
Follow these steps
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Start 'Bonus/Comm Customer Table. Open' (OIS407). Specify panel sequence E1.
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Create a new customer table ID, select 'New' and you will proceed to the E panel.
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On the E panel, enter a b/c recipient (priority three) for the table. If you want to select customers according to a range, proceed to step 4. If you want to enter specific customer numbers, press Enter and proceed to step 5. It is possible to combine these two options.
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Specify the selection values in the 'From' and 'To' fields in order to define a range of customers that are to be included in the customer table. Press Enter to proceed to 'Bonus/Comm Customer Table. Connect Cust' (OIS408).
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Create an item for a customer number and press Enter. Enter a recipient on the E panel (priority 2) for the customer number. If you have defined a range in step 4, you can add to it by entering additional customers here. Press Enter.
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Press F3=End to complete the procedure.