Creating or modifying the Customer Profile

Select > .

Click Add. The Customer Profile page is displayed. To modify an existing customer profile, click Edit corresponding to the facility.

Select or review the facility for which the customer profile is created.

Select the Adjust Ship Schedule Reject Level check box in the Schedule Commit section, to set the schedule characteristics for the suppliers.

Select the Show Part Features check box to communicate the customer requirement to the supplier.

Select the Requirement Types for Demand Summary check box to define the set of weeks based on the requirement type.

Note: You can set the number of weeks and the requirement type in the No. of Weeks and Requirement Type Name field.

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.

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.

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

Select the Enable Global Track & Trace check box to enable the Global Track & Trace functionality for the selected facility.

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

Select the Enable Kanban check box to enable the Kanban functionality for the selected facility. See: Setting up parameters for Kanban

Specify this information in the Outside Processing section. See: Setting up parameters for Outside Processing

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)
- 1^st Receipt date
- 2^nd Receipt date
DAYS_ PROD1 = Number of Production days between today and 1^st receipt date including the 1^st receipt date.
QTY_PROD1 = ADR * DAYS_ PROD1
DAYS_ PROD2 = Number of Production days between today and 2^nd receipt date NOT including the 2^nd receipt date.
QTY_PROD2 = ADR * DAYS_ PROD2

Supplier Access Tracking

Select this check box to track the number of days the supplier accesses the SMI console. Possible values:

All Suppliers - All Days
All Suppliers - Week Days
Custom

Reason Code: The reason code for the DPR.
Note: A default reason code is defined by the customer to create a DPR automatically when the supplier does not access the console on the specified days.

Specify this information in the Problem Reporting section. See: Setting up parameters for Problem Reporting

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.

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.

PO Confirmation Basis

The parameter to define the Purchase Order Confirmation. Possible values:

PO Accept/Reject
PO Viewed
PPO Published

Note:

The PO Confirmation criteria for Unconfirmed PO is effective only from the date the purchase order is created and for new purchase orders. The old purchase orders have PO Date as the PO Confirmation Date.
When the value in the PO Confirmation Basis field is set to PPO Published, only the first PPO Publish Action date is considered

Specify this information in the Proposed Purchase Order section. See: Setting up parameters for Proposed Purchase Order

Specify this information in the Attachment Setup section:

Sync Attachments With IDM: Select this check box to implement the IDM functionality.

Sync Document Management attachments with IDM: Select this check box to synchronize the files related to document management with IDM.

Max Upload File Size: The maximum size of the file to be uploaded.

File uploads allowed per user (Per Day): The total number of files allowed to be uploaded by each user in a day.

Enable Attachment Types

Select this check box to enable the type of files required to be uploaded by a supplier. See:Reviewing the list of Attachment Types

Note:

The Setup option is displayed only when the Enable Attachment Types check box is selected.
You can use the Setup option to define the type of documents required by the customer.

Select Define File Extensions to define and allow only selected file formats. See: Defining File Types

Specify these options in the Other Preferences section. See: Setting up parameters for Other Preferences

Specify this information in the ASN Shipment/Serialized Part section. See: Setting up parameters for ASN Shipment or Serialized Part

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.

Specify this information in the RFQ Characteristics section. See:Setting up parameters for RFQ Characteristics

Select the Auto Register Onboarded Supplier check box in the Supplier Registration section to register the onboarded supplier automatically.

Select the Configure Wizard option in the Supplier Registration Wizard Element field to customize the steps for supplier registration wizard.

Click Save.

Click Cancel or Delete.