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.
- Select Setup > Customer Profiles.
- 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.
-
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.
-
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.
-
Specify this information:
- Auto Replenish Pull Signals
- Indicates whether a new Kanban signal is created to replace the signal that is set to Consumed. The status of the consumed signal is set to Archived.
- Auto Replenish Emergency Pull Signals
- Indicates whether the emergency Kanban signal that exceeds the
pull loop size for the part is replenished when the status of the signal is set
to
Consumed.
Note: This option is enabled available only if the Auto Replenish Pull Signals check box is selected.
- Auto Send Pull Signals
- Indicates whether the requirements are automatically sent to the supplier when a new signal is created.
- Allow Cancellation of Pull Signals
- Indicates whether the created Kanban signals can be cancelled.
- Allow Overshipment of Pull Signals
- Indicates whether the
supplier can ship additional quantity of the part exceeding the specified pull
loop size.
Note: The customer can receive more signals (parts) and set the status of the In-Transit, At Supplier, and emergency signals to In-House.
- Signal Type
- The order in which the Kanban signals are
processed. Possible values:
- Fifo
- Unique
- Days to Retain Signal in Archive
- The duration for the Kanban signal to remain in the archive after it is moved from Consumed to Archived status.
- Assign Signal Numbers
- Indicates whether the signal numbers are
specified when the Kanban part is created.
Note: If this check box is selected, the setup API must contain the signal numbers that can be used for the signals in each status.
- Next Signal Number
- The next signal number used when a new signal
is created.
Note: The signals numbers are unique to the facility.
-
Specify this information in the
Outside Processing section:
- Current Work Order ID
- The next work order number used when creating the work order.
- Defect Tolerance
- The minimum (Warning) and maximum (Severe) acceptable tolerance percentage to generate an alert when a defect is identified.
- Scrap Tolerance
- The minimum (Warning) and maximum (Severe) acceptable tolerance percentage to generate an alert when a scrap is identified.
- Shipping Discrepancy
- The minimum (Warning) and maximum (Severe) acceptable tolerance percentage to generate an alert when the received quantities do not match shipped quantities.
- Processing Tolerance
- The minimum (Warning) and maximum (Severe) number of days acceptable to generate an alert when the actual time for the process exceeds the estimated time.
-
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
-
Specify this information in the
Problem Reporting section:
- Current DPR ID
- The next ID assigned when a DPR is created.
- DPR Response Window Days
- The duration for the supplier to send a response corresponding to the DPR.
- DPR Corrective Action Form
- The document that the supplier
must use to send the corrective action for a DPR.
Note: You can use the Add option to browse and select the document.
- DPR Quantity Variance
- The tolerance percentage to indicate the
over and under quantities permissible, to generate the DPR.
Note: This value is applicable when the DPR Auto Generation is selected for the supplier.
- DPR Response Required
- The option to select the suppliers who must
send a response to the DPR.
Note: You can set this field to Selected Suppliers… to select the suppliers using the Edit List option. The DPR Settings page is displayed.
- DPR Auto Generation
- The option to select the suppliers for
whom the DPR is generated automatically when a delivery issue is identified.
Note: You can set this field to Selected Suppliers… to:
- Select the suppliers using the Edit List option. The DPR Settings page is displayed.
- Modify the reason codes using the Edit Reason Codes option. The Reason Codes page is displayed.
- Auto Publish DPR (during Auto Generation)
- Indicates whether the DPR auto-generated are published automatically.
- Current DMN ID
- The next ID assigned when a DMN is created.
- DMN Containment Response Window Days
- The duration for the supplier to send a containment plan corresponding to the DMN.
- DMN Corrective Response Window Days
- The duration for the supplier to send a corrective action plan corresponding to the DMN.
- DMN Corrective Action Form
- The document that the supplier must use to send the corrective action for a DMN.
- DMN Auto Generation
- The option
to select the suppliers for whom the DMN is generated automatically when a
non-conformance material is identified.
Note: You can set this field to Selected Suppliers…., to select the suppliers using the Edit List option. The DMN Settings page is displayed.
- DMN Containment Response Required
- The option to select the suppliers
who must send a containment plan corresponding to the DMN.
Note: You can set this field to Selected Suppliers…., to select the suppliers using the Edit List option. The DMN Settings page is displayed.
- DMN Corrective Response Required
- The option to select the suppliers
who must send a corrective action plan corresponding to the DMN.
Note: You can set this field to Selected Suppliers…., to select the suppliers using the Edit List option. The DMN Settings page is displayed.
- DMN Reject Tag Number Mandatory
- Indicates whether the reject tag number is required for a DMN.
- Current PPAP ID
- The next ID assigned when a Production Part Approval Process (PPAP) is created.
-
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.
-
Specify this information in the
Proposed Purchase Order section:
- Current Proposed PO Number
- The next ID assigned when a Proposed PO (PPO) is created.
- Current PO Acknowledgement Number
- The number assigned when the next PO Acknowledgment is generated.
- Proposed PO Response Window
- The duration for the supplier to accept or reject the PPO.
- Proposed PO Modifiable Elements
- The
users who can modify the PPO data such as the
Part No,
Unit Price,
Ordered Quantity and the
Required Date. Possible
values:
- No Suppliers: If this option is selected, the suppliers are restricted from modifying the PPO data. However, the users associated with the customer can modify the data.
- All
Users: If this option is selected, all the users associated with
the supplier and customer can modify the selected fields on the PPO. You can
click
Element List to
select the PPO fields that can be modified, on the
Modifiable Proposed PO Elements Setting page
that is displayed.
Note: The Element List option is displayed only if this field is set to All Users.
- Selected Suppliers...: If this option is
selected, you can define the PPO fields that each supplier can modify the
corresponding value on the PPO. You can click
Supplier List to
select the PPO fields for a supplier on the
Modifiable Proposed PO Elements Setup For
Suppliers page that is displayed.
Note:
- The Supplier List option is displayed only if this field is set to Selected Suppliers....
- If a PPO field
is restricted from modification for a supplier:
- The users associated with the supplier cannot modify the corresponding value on the PPO.
- The users associated with the customer cannot modify the corresponding value on the PPOs created for all the suppliers associated with the customer.
- Buyer Auto Accept - PPO Tolerance
- If this check box is selected, the PPO auto accept functionality is enabled.
- Lower Tolerance (Delivery Date)
- The tolerance (in days) up to which the advance delivery of the part associated with the PPO is accepted.
- Upper Tolerance (Delivery Date)
- The tolerance (in days) up to which the delay in delivery of the part associated with the PPO is accepted.
- Lower Tolerance (Quantity)
- The tolerance (in percentage) up to which the shortage in the quantity of the part associated with the PPO is accepted.
- Upper Tolerance (Quantity)
- The tolerance (in percentage) up to which the additional quantity of the part associated with the PPO is accepted.
- Lower Tolerance (Price)
- The tolerance (in percentage) up to which the decrease in the price of the part associated with the PPO is accepted.
- Upper Tolerance (Price)
- The tolerance (in percentage) up to which the increase in the price of the part associated with the PPO is accepted.
- Auto Increment Schedule Ref. No.
- If this checkbox is selected, the reference number is incremented when schedule lines are created on the Proposed PO page.
- Schedule Quantities sum should be equal to Line Quantity
- If this checkbox is selected, the application displays an alert when the sum of schedule quantities is not equal to the line quantity on the Proposed PO/Proposed PO Management Detail page.
-
Specify these options in the
Other Preferences section:
- Bar Code Packing Slip Preference
- The option to select the data that is bar
coded on the packing slip. Possible values:
- No embedded bar code
- Embedded bar codes for shipper ID and supplier ID
- All embedded bar codes are displayed
- Containers On Shipper Required
- The option to modify the container definition for the suppliers.
Note:
- You can select the suppliers using the Supplier List option. The Container Characteristics page is displayed.
- The Supplier List option is displayed only if the Containers On Shipper Required check box is selected.
-
Specify this information in the
ASN Shipment/Serialized Part section:
- Block ASN Serialized Parts
- Indicate whether the supplier is either restricted
from publishing the Advance Ship Notice (ASN) or a warning message is displayed
when the total count of the serial numbers specified on the shipper do not
match the quantity of the part. Possible values:
- Block
- Warn
- NA
- Block ASN/Shipment
- Indicate whether the supplier is either restricted
from publishing the ASN or a warning message is displayed when the
Delivery Date and the
Quantity specified on the
shipper exceed the specified tolerances. Possible values:
- Block
- Warn
- NA
- Lower Tolerance (Delivery Date)
- The tolerance (in days) up to which
the delivery in advance of the part against the delivery date specified on the
Purchase Order (PO) associated with the ASN, is accepted.
Note: This field is displayed, only if the Block ASN/Shipment field is set to Block or Warn.
- Upper Tolerance (Delivery Date)
- The tolerance (in days) up to which
the delay in delivery of the part against the delivery date specified on the PO
associated with the ASN or shipment is accepted.
Note: This field is displayed, only if the Block ASN/Shipment field is set to Block or Warn.
- Lower Tolerance (Quantity)
- The tolerance (in percentage), up to
which the shortage in the quantity of the part against the quantity specified
on the PO associated with the ASN, is accepted.
Note: This field is displayed, only if the Block ASN/Shipment field is set to Block or Warn.
- Upper Tolerance (Quantity)
- The tolerance (in percentage), up to
which the additional quantity of the part against the quantity specified on the
PO associated with the ASN, is accepted.
Note: This field is displayed, only if the Block ASN/Shipment field is set to Block or Warn.
-
Specify this information in the
RFQ Characteristics section:
- Allow Suppliers to suggest other MPNs
- If this check box is selected, the supplier can propose a new Manufacturer Part Number (MPN) against the MPN for which the RFQ is sent.
- Exchange Rate Type
- The exchange rate specific to the procurement or transaction type.
- Expired
- The Expiry Date field corresponding to the RFQ line is highlighted with the color code. This indicates that the current date has exceeded the due date for the response to the RFQ line.
- Warning
- The period (in days) prior to the expiry date of the RFQ line the user must be notified with a warning. The Expiry Date field corresponding to the RFQ line is highlighted with the color code.
- Critical
- The period (in days) prior to the expiry date the user must be notified with a warning. The Expiry Date field corresponding to the RFQ line is highlighted with the color code that indicates the number of days remaining, closer to the expiry date.
- Show Target Price for Supplier
- If this check box is selected, the target price for the RFQ line is displayed to the supplier.
- Allow Landed Cost Entry
- If this check box is selected, the supplier can specify the landed costs associated with the RFQ.
- Terms & Conditions
- The terms and conditions that the supplier must agree to submit the bid for a RFQ line.
- Click Save.
- Click Cancel or Delete.