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. 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
  7. Select the Enable Global Track & Trace check box to enable the Global Track & Trace functionality for the selected facility.
  8. 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
  9. Select the Enable Kanban check box to enable the Kanban functionality for the selected facility.
  10. 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.
  11. 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.
  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:
    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.
  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.
  16. 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.
  17. 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.
  18. 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.
  19. 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.
  20. Click Save.
  21. Click Cancel or Delete.