Creating or modifying the Customer Profile

Use the Customer Profiles page to create or modify the customer profile information, such as the characteristics set that determines 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. The Customer Profiles page is displayed.
  2. Click Add. The Customer Profile details page is displayed.
    Note: You can use the Edit option corresponding to the facility to modify an existing customer profile.
  3. Review the facility for which the customer profile is created.
  4. Specify or review the information in the Schedule Commit section. See, Setting up parameters for Schedule Commit
  5. Select the Enable Data Lake Synchronization check box in the Data Lake Synchronization section. This synchronizes 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.
  6. 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 (DMN) 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 (DPR) Demerits Assessed test are calculated over the time range of the Supplier Performance report, to determine the test scores.
    • Weekly
    • Monthly
    • Quarterly
    • Yearly
  7. Specify this information on the Global Track & Trace section:
    Enable Global Track & Trace
    Select this check box to enable the Global Track & Trace functionality for the selected facility.
    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
  8. Select the Enable Kanban check box to enable the Kanban functionality for the selected facility. See, Setting up parameters for Kanban
  9. Specify the information in the Outside Processing section. See, Setting up parameters for Outside Processing
  10. 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
    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.
  11. Specify the information in the Problem Reporting section. See, Setting up parameters for Problem Reporting
  12. 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.
    Restrict Buyer To Accept Invoice
    Select this check box to restrict the buyer from accepting invoices that are created by the supplier.
    Publish Invoice on Buyer Acceptance
    Select this check box to publish the invoice after the buyer accepts the invoice. This also prevents the publishing of BOD when an invoice is created and published by the supplier.
    Note: This field is enabled only if the Restrict Buyer To Accept Invoice check box is cleared.
  13. Specify this information in the Invoice Preferences section:
    Allow Zero Price Invoice Lines from PO

    Select this check box to generate invoices from the purchase order lines even if the value of the unit price field is set to zero.

  14. 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 Proposed Purchase Order (PPO) Publish Action date is considered
  15. Specify the information in the Proposed Purchase Order section. See, Setting up parameters for Proposed Purchase Order
  16. 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: You can use the Setup option to define the type of documents required by the customer. The Setup option is displayed only when the Enable Attachment Types check box is selected.
  17. Select the Define File Extensionsoption to define and allow only selected file formats. See, Defining File Types
  18. Specify the information in the Other Preferences section. See, Setting up parameters for Other Preferences
  19. Specify the information in the ASN Shipment/Serialized Part section. See, Setting up parameters for ASN Shipment or Serialized Part
  20. 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 check box is selected.
  21. Specify the information in the RFQ Characteristics section. See,Setting up parameters for RFQ Characteristics
  22. Select the Auto Register Onboarded Supplier check box in the Supplier Registration section to register the onboarded supplier automatically.
  23. Select the Configure Wizard option in the Supplier Registration Wizard Element field to customize the steps for supplier registration wizard.
  24. Select the Manage Email Templates option in the Configure Supplier Registration Email field to configure the email templates that are sent to the vendor or supplier for Registration.
  25. Click Save.