Customers - Implementation
Prerequisite
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Dependent activity codes
These codes are never entered in folder management, because their value is calculated :
DEBP (Airport/Seaport Intrastat), KAG (Argentinean localization), PBDPO (Payment balance declaration), RE1 (Sales rep 1).
Functional
CCN :
Concessions
CFOM :
Cash forecast management
CSL :
Consolidation
DATEV :
DATEV
DEB :
EU exchange declaration
EFAT :
EFAT connector
EINV :
Electronic invoice
ELINV :
Electronic invoice ZAF
EMP :
Location management
EORI :
EORI identification
FCT :
Factoring management
FTC :
Complete BP file
FUP :
Reminder and late payment mana
HDU :
Archive of open items
LND :
Loan management
LTA :
Local taxing
MUL :
Multi-company business partner management
PIT :
Points management
PPT :
Prospect management
PRCSL :
Pre-consolidation
PTX :
Regional taxes
SEPP :
Credit card integration
TOK :
Management of tokens
VII :
International transfers
Sizing
ANA :
No. of analytical dimensions
BPA :
Number of BP addresses
BPW :
Number of transport price ranges
COM :
Commission categories
NBCNT :
Number of contacts
REC :
Customer sales reps
RED :
Ship-to customer sales reps
REP :
Sales reps
SFI :
Max. no. entered inv. elts
STC :
Sales statistical groups
STO :
Contracts statistical groups
Localization
KBE :
Belgian localization
KFR :
French localization
KIT :
Italian localization
KPO :
Portuguese Localization
KSP :
Spanish localization
KSW :
Swiss localization
KUS :
Localization USA
KZA :
South-African localization
General parameters
The following general parameters may change the way the function is working :
Accounting
EVCCOMPANY (defined at level Folder) : EU VAT ID source company
EVCCONFIRM (defined at level Folder) : EU VAT ID confirmation letter
EVCSERVICE (defined at level Folder) : Webservice for EU VAT ID check
Localisations
ARGREC (defined at level Company) : Payment order/received
ARGTAX (defined at level Company) : Argentinian taxes
PORINTSTAT (defined at level Company) : Infos delivery mode
Common Data
CODECATCLI (defined at level Folder) : Customer category
INIBPRRSK (defined at level Folder) : Risk BP initialization
LOCSCRACT (defined at level User) : Bank detail window activation
NOTATI (defined at level Site) : Price / Amount +tax / -tax
OSTCHGTYP (defined at level Folder) : Rate origin WIP ctrl.
OSTCTL (defined at level Company) : Cus. author. credit ctrl level
OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.
OSTTYPCUR (defined at level Company) : Rate type updated rate ctrl
SALPRITYP (defined at level Site) : Price type
Acc Payable/Acc Receivable
BIDBPENT (defined at level User) : Authorize bank acct. no. entry
BIDPAYENT (defined at level User) : Authorize bank acct. no. entry
Sales
OSTLND (defined at level Company) : Loan in order total
OSTORD (defined at level Company) : On order in order total
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
The following options can be activated or deactivated for each user :
Price list
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. They must be populated if necessary :
Miscellaneous table number 1 : Restriction code
Miscellaneous table number 30 : Group 1
Miscellaneous table number 31 : Group 2
Miscellaneous table number 32 : Group 3
Miscellaneous table number 33 : Group 4
Miscellaneous table number 34 : Group 5
Miscellaneous table number 307 : BDF Movements codes (X130)
Miscellaneous table number 413 : Prospect Origin
Miscellaneous table number 414 : Sales Rep role
Miscellaneous table number 425 : Business sector
Tables to be completed
The following tables are used by the function. Their content must be updated if necessary :
|
Table |
Table description |
|---|---|
|
TABUNAVAIL [TUV] |
|
|
TABMODELIV [TMD] |
|
|
GACCCODE [CAC] |
|
|
TABPAYTERM [TPT] |
|
|
TABDEPAGIO [TDA] |
|
|
BANK [BAN] |
|
|
CACCE [CCE] |
|
|
FACILITY [FCY] |
Local menus
The following parameterizable local menus are used by the function. Their content must be updated if necessary :
Local menu number 207 : Customers Statistics Groups
Local menu number 233 : Function (Contact)
Local menu number 409 : Route Code
Tables used
The following tables are implemented by the function :
|
Table |
Table description |
|---|---|
|
BID [BID] |
Bank ID statement |
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
BPCARRIER [BPT] |
|
|
BPCCATEG [BCG] |
|
|
BPCUSTMVT [MVC] |
Customer transactions |
|
BPCUSTOMER [BPC] |
Customers |
|
BPDLVCUST [BPD] |
|
|
CONTACT [CNT] |
Contacts |
|
CONTACTCRM [AIN] |
|
|
CONTTEMPL [COT] |
|
|
FACILITY [FCY] |
|
|
GACCCODE [CAC] |
|
|
PITDEB [PDB] |
|
|
REPSEC [RSE] |
Secondary marketing contacts |
|
SALESREP [REP] |
|
|
TABCOUNTRY [TCY] |
|
|
TABCUR [TCU] |
|
|
TABMODELIV [TMD] |