Setting up customers

Supplier Exchange customers are companies that issue demand to purchase parts that are to be used during production. Owners set up customer records to establish an account for customer companies. The customer record links the customer company with a set of characteristics enables the selected modules. Before a customer record can be created, a characteristic set must be created.

The customer account setup includes all of the components that store company-wide information.

These components are mandatory:

• Facility Records During Customer Registration, at least one facility record is created. Additional facility records must be created for every facility for which demand is raised. A facility record contains the facility address and other information, for example, the default currency.
• Ship To Records A ship to record must be created for every shipping destination to which suppliers ship. The ship to contains information about the shipping destination, including the address, and is linked to a facility.
• Supplier Records A supplier record must be established for each supplier. In the records, access IDs, and the access keys are defined. Suppliers use these unique IDs and keys to access the application for the first time. Suppliers are linked to facilities and can be authorized to ship to more than one location.
• Customer Profile Records Customer profile records include a set of facility-level preferences, such as demand commit level, and are linked to facilities. At least one profile must be created as the default. Additional records can be created for specific facilities.
• Customer Address Record The customer address record contains general, customer-level information, such as the address and password expiration days. The record is established during the customer registration process.
• Security

  The application security contains individual user account information. Each user can have and maintain a personal account, but that account is controlled through the security component. Only Administrator Users, or admins, can use the security component to add users or update existing accounts.

  If you are acting as the admin, you create roles, restriction groups, and users. The roles and restriction groups ensure that users can access the components of Supplier Exchange for the suppliers and locations for which they are responsible. You assign each user an ID and password that can be used to log on to Supplier Exchange, a role, and optionally a restriction group.

This component is optional:

• Containers If suppliers are required to provide container information on ASNs, a list of acceptable containers must be maintained within the application. When creating a shipper, the supplier selects from the list of available containers.