Creating or modifying the Customer Profile

Use this page to create or modify the customer profile information such as the characteristics set that determine how the application is used.

Note:  To create a profile for a specific facility, the default profile for All Facilities must be created.
  1. Select Setup > Customer Profiles.
  2. Click Add. The Customer Profile page is displayed. To modify an existing customer profile, click Edit corresponding to the facility.
  3. Select or review the facility for which the customer profile is created.
  4. Select the Adjust Ship Schedule Reject Level check box in the Schedule Commit section, to set the schedule characteristics for the suppliers.
  5. Click Supplier List. The Schedule Characteristics page is displayed.
    Note:  This option is displayed only if the Adjust Ship Schedule Reject Level check box is selected.
  6. Select the Enable Data Lake Synchronization check box in the Data Lake Synchronization section, to synchronize the data of a specific functionality with Data Lake within a specified period.
    Note: You must use the Settings option corresponding to the Enable Data Lake Synchronization check box to set the sync frequency on the Data Lake Synchronization Settings page.
  7. Specify this information in the Metrics section:
    JIT Tolerance (+/-)
    The leeway for a shipment before it is considered late or early.
    First Quarter starts at
    The month from which the first quarter begins.
    Generate Defect for Published DMN
    Indicates whether the number of defects reported in Defective Material Notices (DMNs) are added to the Parts Per Million (PPM) summary.
    DMN/DPR Time Frame
    The duration for which the average of the DMNs Issued test and the Delivery Performance Reports (DPRs) Demerits Assessed test are calculated over the time range of the Supplier Performance report, to determine the test scores.
    • Weekly
    • Monthly
    • Quarterly
    • Yearly
  8. Select the Enable Global Track & Trace check box to enable the Global Track & Trace functionality for the selected facility.
  9. Specify this information:
    Route Definition Responsibility
    Indicates whether the route templates are defined by the internal user or the shipping company. Possible values:
    • Internal
    • External
    Shipment Status Update Type
    Indicates whether the shipment managers send complete or partial updates for the shipments. Possible values:
    • Full
    • Partial
  10. Select the Enable Kanban check box to enable the Kanban functionality for the selected facility. See: Setting up parameters for Kanban
  11. Specify this information in the Outside Processing section. See: Setting up parameters for Outside Processing
  12. Select the method to calculate the suggested quantity for the Supplier Managed Inventory (SMI) part. These methods are available:
    Method 1:
    The result is converted to standard pack: (MAX - MIN)/2 + MIN - QOH - QIT
    Method 2:
    Case 1: QTY_PROD1 = ADR * DAYS_PROD1: If (QOH < QTY_PROD1) then SHIP_QTY = CEILING((QTY_PROD1 - QOH + CUR)/ STD.PCK) * STDPCK
    Case 2: QTY_PROD2 = ADR * DAYS_PROD2: IF ((QOH + QIT - MIN - CUR) < QTY_PROD2) AND (DAYS_PROD2 < DAYS_IN_TRANS) then SHIP_QTY = QTY_PROD2 - QOH - QIT + MIN + CUR
    Case 3: QTY_PROD2 = ADR * DAYS_PROD2: If ((QOH + QIT - MIN - CUR) < QTY_PROD2) AND (DAYS_PROD2 = > DAYS_IN_TRANS) then SHIP_QTY = QTY_PROD2 - QOH - QIT + MIN + CUR and SHIP_DATE = Second receipt day
    Abbreviations used:
    • QOH = Quantity on hand
    • QIT = Quantity In-Transit
    • STDPCK = Standard Pack
    • MIN = Minimum Quantity
    • MAX = Maximum Quantity
    • CUR = Cumulative Underrun (Currently Zero)
    • ADR = Average Daily Release
    • INTR = In-transit Quantity
    • INTRDAYS = In-transit Time in days
    • Scheduled Receipt Dates (whether it is Mon to Friday or Mon to Sunday)
      • 1st Receipt date
      • 2nd Receipt date
    • DAYS_ PROD1 = Number of Production days between today and 1st receipt date including the 1st receipt date.
    • QTY_PROD1 = ADR * DAYS_ PROD1
    • DAYS_ PROD2 = Number of Production days between today and 2nd receipt date NOT including the 2nd receipt date.
    • QTY_PROD2 = ADR * DAYS_ PROD2
  13. Specify this information in the Problem Reporting section. See: Setting up parameters for Problem Reporting
  14. Specify this information in the Billing Preferences section:
    Billing Discount Account Number
    The account number set up with the supplier to provide discounts. This account number will be added to received (exported) invoices.
    Enable Invoice Surcharge Codes
    Indicates whether the surcharge codes are used when creating an invoice.
  15. Specify this information in the Discrete PO Preferences section:
    Ignore Fulfillment on Replace
    Indicates whether the parts shipped against the original purchase order (PO) are considered when a revised PO is published.
    Adjust PO Reject Level
    The option to modify the PO Reject Level for the suppliers.
    Note: 
    • You can select the suppliers using the Supplier List option. The PO Characteristics page is displayed.
    • The Supplier List option is displayed only if the Adjust PO Reject Level check box is selected
    Date Appended To PO Number
    Indicates whether the date is included as part of the PO number.
    Check For Unviewed POs
    Select this check box to set modified purchase orders to No. This indicates that the PO has not been viewed.
  16. Specify this information in the Proposed Purchase Order section. See: Setting up parameters for Proposed Purchase Order
  17. Specify these options in the Other Preferences section. See: Setting up parameters for Other Preferences
  18. Specify this information in the ASN Shipment/Serialized Part section. See: Setting up parameters for ASN Shipment or Serialized Part
  19. Select the Supplier Mandatory Alerts check box to enable the Supplier Mandatory Alerts functionality for the selected facility.
    Note:  A customer can set up the mandatory alerts to notify the supplier of various events, only if this checkbox is selected.
  20. Specify this information in the RFQ Characteristics section. See:Setting up parameters for RFQ Characteristics
  21. Select the Auto Register Onboarded Supplier check box in the Supplier Registration section to register the onboarded supplier automatically.
  22. Select the Configure Wizard option in the Supplier Registration Wizard Element field to customize the steps for supplier registration wizard.
  23. Click Save.
  24. Click Cancel or Delete.