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Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Fields

The following fields are present on this tab :

Grid

This field is used to enter the code used to identify the customer. It can be entered directly or selected from the Customer table.
SEEINFO This customer list is not exhaustive, any customer not present in this list can still order the product.

Customer data

This is the code and the Company Name of the customer being viewed.

  • Customer product (field XITMREFBPC)

Reference of this product for the customer.
It is possible to enter a sales document directly with this reference. The system automatically replaces this reference with the internal reference of the product.

  • Customer description (field XITMDESBPC)

Description of this product for the customer.

  • Intersites (field XBETFCY)

This field indicates whether the customer referenced is a customer of the group or not.
SEEINFO When a customer is an inter-site customer type, the Inter-site tick box is automatically ticked.

Sales

This field indicates the sales unit of the product for this customer.
This unit can be different from the usual sales unit for this product. It is used by default in sales documents entry.

  • SAL-STK conv. (field XSAUSTUCOE)

Coefficient used to calculate the quantity in stock unit, from a quantity entered in sales unit. Qty in STK = Qty in SAL* factor
This factor is available when a sales unit has been entered, and has a different value than the stock unit. It can be initialized using the conversion factor table if the combination exists.

This field is used to define a first packing unit, usually requested by the client.

  • PAC1-SAL conv. (field XPCUSAUCO1)

PAC-SAL unit conversion coefficient
Coefficient used to calculate the quantity in SAL unit from a quantity entered in PAC unit: Qty in SAL = Qty in PAC * factor
This factor is available when a packing unit has been entered, and has a different value than the sales unit.
It can be initialized using the conversion factor table if the combination exists.

This field is used to define a second packing unit, usually requested by the client.

  • PAC2-SAL conv. (field XPCUSAUCO2)

It is the PAK-SAL conversion coefficient. It is used to calculate the quantity in SAL, from a quantity entered in packing unit. Qty in SAL = Qty in PAK * coeff
This coefficient can be accessed if the packing unit has been entered with a different value from the sales unit.
I is initialized by the conversion coefficient table if the combination exists.

Packaging

This field displays the packaging usually used to deliver the products to the customer.
The packaging code is used in the packing function, but it can be modified in order line entry.

  • Packaging capacity (field XPCKCAP)

It is the the number of products, expressed in sales units, that the package can contain.

Expiration

  • UBD coefficient (field XDLUBPC)

The use-by date (UBD) coefficient can only be accessed when the two following conditions are met:

  • the expiry is managed at the product level,
  • the expiry management mode is not based on a rounded value (start or end of the month).

This coefficient is used to calculate, in calendar days, the use-by lead time, based on the shelf life defined at the product record level.
UBD lead time = Shelf life x UBD coefficient.

SEEWARNING The value of the coefficient must be between 0.1 and 1: the UBD cannot exceed the expiry date.

This UBD lead time is used to determine the use-by date of the product, based on its stock receipt date.
UBD = Lot receipt date + UBD lead time
Defining a Use-By Date provides the customer receiving the lot with the guarantee that the use-by date of their goods is more or less distant from the expiry date.

For example :

  • Shelf life = 2 months (60 days)
  • UBD coefficient = 0.5
  • UBD lead time = 30 days
  • UBD = receipt date + 30 days

SEEINFO A UBD coefficient can be entered in the Product record, in the Product-site record and in the Customer-product record. The UBD coefficient entered on the Customer-product record is used to determine the use-by date specific to one customer. In this case, when allocating a stock (order, stock issue, etc.), the UBD defined for the customer overrules the one defined for the Product-site.

SEEINFO In creation mode, the UBD coefficient is empty.

Example 2 with UBD defined for the client:
Sales order with requested delivery date (determined from the shipment date + lead time): 10/01/2014
Lot A

  • Stock receipt date: 01/01/2014
  • Shelf life: 20 days - Expiry date: 20/01/2014
  • UBD coefficient for product-site: 0.6 - UBD lead time for product-site: 12 days - Product-site UBD date: 12/01/2014
  • UBD coefficient for customer-product: 0.4 - UBD lead time for customer-product: 8 days - Customer-product UBD date: 08/01/2014

Lot B

  • Stock receipt date: 01/01/2014
  • Shelf life: 20 days - Expiry date: 20/01/2014
  • UBD coefficient for product-site: 0.6 - UBD lead time for product-site: 12 days - Product-site UBD date: 12/01/2014
  • UBD coefficient for customer-product: not specified

Lot

Expiry date

Product-site UBD

Customer-product UBD

Requested delivery date

Allocation

A

20/01/2014

12/01/2014

08/01/2014

10/01/2014

NO

B

20/01/2014

12/01/2014

---------------

10/01/2014

YES

During the allocation:

  • Lot A was not selected because the customer-product UBD was dated 08/01/2014, which is prior to the delivery date 10/01/2014.
  • Lot B was selected because the product-site UBD was dated 12/01/2014, which is later than the delivery date 10/01/2014.
  • UBD lead time (field XDLULTI)

This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient.
This lead time is expressed in calendar days.

  • field XDLULTIUOM

This field cannot be entered. The UBD lead time is always expressed in calendar days.
UBD lead time = Shelf life x UBD coefficient.

Miscellaneous

  • Sales text (field WITSTEX)

This flag is used to specify that a sales text is defined for the product/customer combination. It is then used in the lines of sales documents.

  • Picking text (field WITPTEX)

This flag is used to specify that a preparation text is defined for the product/customer combination. It is then used in picking tickets and delivery notes.

  • Version preloading (field XLOAECCFLG)

Check this box to specify that the last active version must be preloaded by default in the Major version and Minor version fields of documents.

In creation, the setup of this checkbox is, by default, the same as the Salestab setup.

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Action icon

Sales Text
Picking Ticket Text

 

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Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation