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Business partner file enquiry, Customer file (GDMD2031)

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This panel displays DC1 Distribution related information for the customer.

Function keys

Buying groups View the buying group(s) available and the sequence number assigned if the customer belongs to more than one buying group. The sequence number indicates the preferred buying group sequence for each customer which will determine the applicable price for the customer. For example, when the same item is promoted with different benefits and for more than one group, the price is determined according to the pre-defined sequence.

Note: The Buying group is a customer DIS control key that can be used as one of the keys in a sales pricing method.

Restrict groups View the restriction groups that are attached to the customer.
Additional salesmen View additional salesmen defined for this customer.
Contact person
Displays the name of the default contact person at the customer’s site, if defined for the associated business partner role. Click Contacts to view all contacts for the customer.

Classifications

Customer group
Displays a customer group from the Customer/Supplier group table. This information is used for grouping customers together. Discounts can be connected to the customer group. The group is also a parameter in the accounting, in the statistics and in the reporting from the DC1 Report Writer.
Account group
Displays an account group from the Account group table. This information is used for grouping customers together. The group is also a parameter in the accounting, in the statistics and in the DC1 Report Writer.
Salesman
Displays the signature of the salesman who is responsible for the customer.
Cust commiss group
Displays a code from the Customer commission group table denoting the commission group for this customer. This information is used to retrieve the correct commission percentage for a salesman.
Service handler
This field is only displayed if DC1 Service is installed. Displays the service handler which will be used as the default when preventive service orders are automatically generated for this customer.

Pricing/Discounts

Price list
Displays a code from the Sales price list table. A price list contains the price for one or several items. In the Item file, Sales prices panel, the actual sales price is defined for each price list. When DC1 Distribution runs the main pricing program (DMR910) it will start with retrieving a Base price. The base price retrieval will be done using price lists in the following order until a price is retrieved:

  1. Using the price list that has been passed to the program as an input parameter. In sales order entry this will be the price list that you find in the order header (and that price list is retrieved from this Customer file and can also be overridden).
  2. Using the standard price list defined in the DIS control file.

It will use this base price as the starting point for calculating any prices or discounts as it needs a starting price in the event that it encounters only discounts in the Customer contracts and Sales pricing methods. It will also use this base price when checking against amount limits if no price has been encountered at that point.

Discount group
Displays a code from the Discount group table indicating the discount group to which the customer belongs.
Aggregate discounts
This field is set to YES if the total value of all discounts are printed on only one line. This field is set to NO if all discounts are itemized on all document printouts (e.g., quotation confirmation, order confirmation, invoice).
Print discounts
Indicates if discounts given to this customer are to be printed on external documents (e.g., quotation confirmation, order confirmation, invoice). If set to NO, discount details are excluded from the printouts.
Cash discount deduct
Optional entry and used to override the value defined in the DIS control file. Indicates if the cash discount should be deducted from the VAT base amount. If set to YES, the Cash discount percentage 1, defined in the Terms of payment table, shall be deducted from the VAT base amount before the calculation of invoice total and VAT amount is done in the sales order Invoicing routine. The cash discount percentage will then be displayed on the invoice and invoice copy before the presentation of VAT lines, if this feature is selected and the cash discount is not zero.

Example 1

Cash discount deduct YES
Net amount on order line 100.00
VAT percentage 25 %
Cash discount percentage 10 %

The values on the invoice are:

Order line total 100.00
VAT amount (25 % of 90.00) 22.50
Invoice total 122.50

Example 2

Cash discount deduct NO
Net amount on order line 100.00
VAT percentage 25 %
Cash discount percentage 10 %

The values on the invoice are:

Order line total 100.00
VAT amount (25 % of 100.00) 25.00
Invoice total 125.00

Note: If you want the cash discount to be calculated from the gross amount, i.e. the cash discount base amount is gross, you must set this field and the Cash disc net amount field to NO in the Terms of payment table.

Order qty to deliver
This field is only displayed if the Bonus pricing policy parameter is set to YES in the DIS control file. This field denotes if the order quantity must be delivered in full to be able to receive any same item bonus.

Examples:

  • The customer requires the entire order quantity to be delivered (i.e. this flag is set to YES). The customer orders 10 pieces. The bonus is calculated based on the ordered quantity (10 pieces). The system will look at the bonus condition details for the valid date interval and calculate the quantity to invoice for the item on the order line if the ordered quantity matches or exceeds the Quantity to deliver (set up in the bonus conditions on the sales price list) for the item. A full delivery must be confirmed to be able to receive any same item bonus; partial delivery is not allowed.
  • The customer does not require the entire order quantity to be delivered (i.e. this flag is set NO). The customer orders 10 pieces, but the delivered quantity may be less than the ordered quantity. The system will look at the bonus condition details for the valid date interval and calculate the quantity to invoice for the item on the order line if the ordered quantity matches or exceeds the Quantity to deliver (set up in the bonus conditions on the sales price list) for the item. A partial delivery is allowed.

Invoicing

Invoice customer
Displays the code for the invoice customer, i.e. the recipient of the invoice if other than the main customer.
Periodic invoicing
Indicates if the customer should be invoiced periodically. Note: If you select specific order numbers on the batch print of an invoice, no periodic invoicing will be performed.
Number of inv copies
Displays the number of copies of the invoice that shall be printed. The original is always printed.
Merged invoicing
Indicates, via the applicable panel value code, if the customer’s orders should be a normal invoice; merged into one invoice at invoicing; or merged into one invoice at invoicing with a summary page printed as the last page of the merged invoice outlining a summary of each order. Note: If you select specific order numbers on the batch print of an invoice, no merge invoicing will be performed. The same applies for direct printed invoices. Note: This field must be set to the panel value for “Normal invoice” for MDC customers. MDC customers can have a compressed invoice, specified on the MDC customer file panel. In addition, if the Split invoice field is set to YES, this field must be set to the panel value for “Normal invoice”.
Merged service inv
This field is only displayed if DC1 Service is installed and activated. Indicates, via the applicable panel value code, if service orders, (i.e. the Service type field was set to with YES in the Sales order type table), should be a normal invoice; merged into one invoice at invoicing; or merged into one invoice at invoicing with a summary page printed as the last page of the merged invoice outlining a summary of each order.
Merged agreement inv
This field is only displayed if DC1 Service is installed and activated. Indicates, via the applicable panel value code, if service agreement orders, (i.e. the Service agreement type field was set to YES in the Sales order type table), should be a normal invoice; merged into one invoice at invoicing; or merged into one invoice at invoicing with a summary page printed as the last page of the merged invoice outlining a summary of each order.
Invoice address
Displays the code for the address of the invoice customer. This address is used for invoicing if it is not the same as the main address for the customer.
Invoice frequency
Displays the frequency, in days, for the invoicing interval if periodic invoicing is used. This is one method of generating invoices periodically. The other method is via the Invoice calendar field. Only one method can be chosen per customer.
Invoice calendar
Displays the code from the Calendar IDs table holding the days when invoices for a customer shall be generated. This functionality is another method of generating invoices periodically, with the difference that a specific day per week or month can be defined, compared to the day interval defined in Invoice frequency. Only one of the methods (Invoice frequency or Invoice calendar) can be defined per customer. This code is defaulted to the sales order (Other information panel) where it can be changed if the order status is less than 45.

Note: When checking the customer’s invoice calendar to see when invoices shall be generated, the invoice date entered via the Print invoice routine is used and not the date when the order received status 45 (i.e. ready for invoicing).

Last invoicing date
This field, which is automatically updated by the system, displays the last date when this customer was invoiced.
Last per inv date
This field is only displayed when the Periodic invoicing field is set to YES for the customer and is automatically updated by the system with the last periodical invoice date.
Split invoice
This field is set to YES if you want the invoice split functionality to be applicable for this customer. See About the invoice split functionality. If this field is set to YES, merged invoicing is not allowed (i.e. the Merged invoicing field must be set to NO).

Business partner file enquiry, Customer file (GDMD2032)

Related topics

This panel displays delivery related information for the customer.

Function keys

Receiver customer no Access the Receiver customer number panel where you can view the customer number for the receiver on third-party freight documents (DOC04).

Sourcing

Sourcing policy
Displays a code from the Sourcing policy table identifying the Sourcing policy attributed to the customer in the Business partner file.
Complete delivery
Indicates if sales orders for this customer should only be delivered in full (i.e. a complete order delivery). This controls the type of delivery applicable for the sales order (on order level and line level) and the printing of the pick list line. During sales order maintenance, the code will default into the sales order header.

The type of delivery for the sales order has an impact on the following:

  1. Pick list printing: If a complete order shipment is required, the order will not be suggested for picking and no pick list is printed unless the whole order can be fully delivered.
  2. Pick list confirmation: If you confirm an incomplete delivery of any line, a warning informs the user that a partial delivery has been confirmed for an order that indicates complete delivery.
  3. Sales order replanning: You can move all lines (i.e. change delivery date) to the latest delivery date of any line when complete delivery on order level is required, i.e. the earliest possible complete delivery.

Note: It is not allowed to enter BtB order lines with direct delivery on sales orders with complete delivery.

Unfulfilled supply
Indicates if you want to print the unfulfilled supply information on the order documents. See Print unfulfilled supply information on order documents for more information.
Acc expired batches
Indicates if the customer accepts deliveries of batches that have expired. A batch is considered as expired when Last arrival date is older than Dispatch date.
Order fulfilm rule
If Automatic fulfilment is used to source an item during sales order entry, this field displays the Order fulfilment code that is to govern the rules for this customer when finding requested quantity. This code is populated to the order header when an order is created, but can be manually overridden/entered when creating a new line.
Direct delivery
Indicates that if your customer orders non-stocked or out-of-stock items these are to be shipped to your customer via direct delivery.
NCC goods
Only displayed if the NCC-SELL (NCC selling) function is activated in the Function control file. This flag controls if and how the customer accepts goods from non-conforming stock (NCC) during quotation and sales order line entry. For more detailed information about NCC Selling, see About NCC selling. Note: NCC goods are not allowed for internal orders, credit orders or BtB orders.

The following choices are available:

0 NCC goods not accepted
1 Normal goods takes precedence over NCC goods
2 NCC goods take precedence over normal goods
3 Only NCC goods accepted
Firm allocation
This field is only displayed if the FIRMALLO (Firm allocation) function is activated in the Function control file. Indicates if the customer is to be flagged for firm allocation (i.e. automatically allocate stock for the customer if the dispatch date is within the time horizon and the entire quantity is available). The sales order lines on all sales orders for this customer will automatically be flagged for firm allocation if the sales order type is also enabled for firm allocation. See combination of settings below. Note: You can always manually set an order to be firm allocated (change the Firm allocation flag on the order header before any lines are registered) regardless of the settings for the customer and sales order type. The settings on customer and sales order type level allow for a pre-defined set-up.

Combination of settings:

Customer Sales order type Order header
Y Y Y
Y N N
N Y N
N N N

See Work flow for automatic allocation of stock (Firm Allocation) processing for more information.

Default IRO type
This field is only displayed if this is an internal customer, i.e. the Internal cust/supp field is set to YES on the Basic data panel in this file. Displays a code from the Sales order type table indicating the order type to be used when creating internal sales orders from an internal replenishment suggestion.
Default IRO handler
This field is only displayed if this is an internal customer, i.e. the Internal cust/supp field is set to YES on the Basic data panel in this file. Displays a code from the Signature table indicating the handler on internal orders created from an internal replenishment suggestion.

Shipping info

Terms of delivery
Displays the code for the terms of delivery under which the customer normally receives his goods. Note: This code could be overridden when entering sales orders for this customer if a terms of delivery code was defined for the sales order type that is used for the order.
Manner of transport
Displays the code for the manner of transport under which the customer normally receives his goods. Note: This code could be overridden when entering sales orders for this customer if a manner of transport code was defined for the sales order type that is used for the order.
Shipping agent
Displays the shipping agent responsible for the transport of the goods to this customer’s delivery address.
Pallet reg number
Displays the customer’s pallet registration number, if any. The pallet registration number is printed on freight documents and is also displayed on the GDMD2043 panel in this enquiry program, for each customer address.
Goods address number
Displays the customer’s goods address number, if any. The number is printed on freight documents and is also displayed on panel GDMD2043 in this enquiry program, for each customer address.
Barcode
Displays the barcode this customer wants to use when printing information in barcode format. A barcode can also be displayed on the Address file (GDMD2043) panel if different addresses for the customer use different barcodes.
Labelling code
Displays the labelling code this customer wants to use. The labelling code defines what information should be printed on labels and whether the information should be barcoded as well as being in human readable format.

The labelling code displayed here is used when you want to label packages which are delivered to this customer. Those labels are printed by the Print despatch labels program.

Labelling code can also be displayed on panel Address file (GDMD2043) if different addresses for the customer use different labelling codes.

Addresses

Delivery address
Displays the delivery address number from the Address file. This address is used for deliveries if the delivery address is not the same as the main address for the customer.
Ship to address
The ship to address is only applicable for sales orders that are part of the Shipment preparation routine. Displays the ship to address from the Address file. This is the intermediate address to which the goods are shipped, (e.g., Port or Shipping agent), before being delivered on to the Delivery address.
Ship to bus partner
Displays the business partner to which the goods will be shipped.
Quote/Conf address
Displays the quotation/confirmation address number from the Address file. This address is used for order confirmation if the quotation/confirmation address is not the same as the main address for the customer.
MSDS address
This field is only displayed if DC1 Dangerous Goods Handling is installed. Displays the MSDS address number from the Address file. This address is used when sending MSDS (Material Safety Data Sheets) to the customer.
DEA address
This field is only displayed for Pharma US installations and is applicable for the ARCOS functionality. Displays the DEA address number for the customer from the Address file (if it was set up on address level, i.e. the customer is buying narcotic related items for an address).

Business partner file enquiry, Customer file (GDMD2033)

Related topics

This panel displays sales related fee information for the customer.

Administration fee

Administration fee
An administration fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation.

To apply this fee, the Administration fee field in both the Sales order type table and here must be set to YES.

During order entry you have the possibility to automatically simulate a preliminary administration fee, using the actual order value. See Set up administration fees for more information about defining and applying administration fees.

Adm fee amount
Displays the administration fee amount that should be invoiced to this customer. This amount overrides the administration fee amount defined in the Currency table.
Adm fee limit
Displays the order value limit indicating when an administration fee should be applied. If the invoice total is lower than the limit defined in this field, the fee will be added. Note: If no limit is defined, the administration fee will be applied to every order for this customer.

Invoice fee

Invoice fee
An invoice fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation.

To apply this fee, the Invoice fee field in both the Sales order type table and here must be set to YES.

During order entry you have the possibility to automatically simulate a preliminary administration fee, using the actual order value. See Set up invoice fees for more information about defining and applying invoice fees.

Invoice fee amount
Displays the invoice fee amount that should be invoiced to this customer. This amount overrides the invoice fee amount defined in the Currency table.
Invoice fee limit
Displays the order value limit indicating when an invoice fee should be applied. If the invoice total is lower than the limit defined in this field, the fee will be added. Note: If no limit is defined, the invoice fee will be applied to every order for this customer.

Freight fee

Freight fee limit
This field is only displayed if the FREICALC (Freight fee calculation) function is activated in the Function control file. Only applicable if you want the system to automatically calculate/apply freight fees. When they are to be created by the system (automatically calculated/applied) they can be based on a set amount per minimum weight limit of the goods on the sales order or a fee per package regardless of the weight. If you want the freight fee to be created by the system, this field is used to define exceptions, thereby excluding specific customers from being charged a freight fee based on their total order value. Displays the amount limit in customer’s currency. If the total order value, excluding VAT, is above this limit, no freight will be calculated/applied. See Set up freight fees for more information about defining/applying freight fees.
Dft TOD freight free
This field is only displayed if the FREICALC (Freight fee calculation) function is activated in the Function control file. Only applicable if you want the system to automatically calculate/apply freight fees. Displays the default terms of delivery code. This default terms of delivery will automatically be set on the sales order if the total value of the sales order is above the limit for no freight fee (i.e. in the Freight fee limit field).
Freight discount
This field is only displayed if the FREICALC (Freight fee calculation) function is activated in the Function control file. Only applicable if you want the system to automatically calculate/apply freight fees. You can reduce the fee charged to a customer by granting a freight fee discount. Displays the discount percentage to be applied on the calculated freight fee. If defined, the freight fee will be adjusted when calculated.
Fee limit back order
This field is only displayed if the FREICALC (Freight fee calculation) function is activated in the Function control file. Only applicable if you want to prevent back order lines from being included in the freight fee calculation. This entry overrides the fee limit for back order lines on system level (if any was defined in the DIS control file). Displays the fee limit for back order lines. When a pick list is confirmed and any line on the order has status 60 (invoiced line), the total weight for confirmed lines is compared to this value. The result is as follows:

  • If the Fee limit back order field does not contain any value (here or in the DIS control file) a freight fee calculation will be performed for all back order lines.
  • If a value is defined in the Fee limit back order field (here or in the DIS control file) the freight fee calculation will only take place if the total weight of the remaining order lines is greater than this value.

During any freight fee calculation, the system will search for a freight fee that could be based on a freight fee per package or weight limit. If found, that freight fee will be added to any additional invoice containing the back order lines. See Set up freight fees for more information.

Business partner file enquiry, Customer file (GDMD2034)

Related topics

This panel displays additional miscellaneous information for the customer.

Function keys

Curr clause View the Currency clause exceptions that are connected to the items purchased by this customer.

Miscellaneous

Calculate insurance
Indicates if the insurance is to be calculated by the system when invoices are printed. If there is a record in the Insurance table that matches the Manner of transport and/or the Terms of delivery and/or the Customer number on a sales order, a percentage will be retrieved from the Insurance table. The percentage will be displayed on the sales order, i.e. Shipping information panel in the Insurance % field.
Proof of del hold
Indicates if the customer requires proof of delivery of the goods. If this field is set to YES, the customer must check and approve the goods before being invoiced.
Your order required
Indicates if a customer-defined purchase order number is required before a sales order can be entered in Work with sales orders for this customer.
Orig item on O.C.
Indicates if the item originally requested will be displayed on the customer’s sales order confirmation documents when there has been a substitution for the item on a sales order. On the documents, the original item code will be displayed below the actual sold item code.
Amounts on O.C.
Indicates if the customer’s sales order confirmation documents should be printed with amounts. The setting in this field is defaulted to the Print amts field on the Work with sales order, Order header, Add info 3 panel, but can be changed there.
Orig item on invoice
Indicates if the item originally requested will be displayed on the customer’s invoices when there has been a substitution for the item on a sales order. On the invoices, the original item code will be displayed below the actual sold item code.
Order priority
Displays a code from the Sales order priority table indicating the priority of the sales order. In the event of a shortage in stock the deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service. This value overrides the default value entered in the DIS control file.
Back order priority
Displays a valid code from the Sales order priority table indicating the priority of the back order. In the event of a shortage in stock the deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service. This value overrides the default value entered in the DIS control file.
Client type
This parameter is used in the call plan functionality. Displays the client type for this customer, denoting the type of contact that should be made to the customer. The client type on customer level overrides the default client type, defined in the Call plan control file.
ABP class
This field is used to denote if activity based pricing should be applied on the customer. Displays the ABP class which is used to find conditions to be fulfilled for the pricing.
Wake up call
This field is only displayed if the WAKEUP (Wake up call interface) function is activated in the Function control file. This flag denotes if you want wake up call entries to be created in the Wake up call interface file, (viewed via the Wake up call enquiry), for this customer before an order on an outbound shipment is picked and ultimately departs, allowing them to make additions to the order should this be needed.

Assortment

Assortment group
Displays an assortment group from the Assortment file, to be used as the default assortment group when users enter sales orders. This means the assortment panel will be displayed directly after the initial panel has been completed in the Maintain sales order program, with this group defaulted.
Assortment ID
Displays an assortment ID from the Assortment file, to be used as the default assortment ID when users enter sales orders. This means the assortment panel will be displayed directly after the initial panel has been completed in the Maintain sales order program, with this ID defaulted.

Statistics

Open quote amount
This field, which is automatically updated by the system, displays the total value of open sales quotations for the customer.
Number of orders YTD
This field, which is automatically updated by the system, displays the total number of orders entered into the system year to date, for this customer.
Actual order amount
This field, which is automatically updated by the system, displays the value, in system currency, of the orders that are not yet invoiced for this customer.

Currency clause

Currency clause

Print curr clause

Container handling

Container consolid
This field is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. Displays the panel value code denoting how a container consolidation should be performed for the customer. (See the Set up consolidated picking for containers section in Setting up the container handling functionality for more information.)

Valid codes are:

Code Description
A Always
N By order number
T By order type option
Pick qual ctl type
This field is only displayed if the CONTAINR (Container handling) function is activated in the Function control file.
A pick quality control (PQC) allows you to flag that the assigned container be checked before it is confirmed, i.e. that the correct quantity has been put in the container. The PQC type can be set on one or all of the following levels. If one of the levels holds a PQC type the container will be flagged for PQC.

  • Zone – this applies if you have automated picking in your warehouse, (e.g., conveyor belt or some type of A-frame pick).
  • Customer – this applies if the customer always wants to make sure the quantities are controlled.
  • Item/Warehouse – this applies if, e.g., you have expensive or dangerous items.

If a pick quality control should be applied on customer level, this field displays the pick quality control type for the customer. (See the Set up pick quality/quantity control (PQC) section in Setting up the container handling functionality for more information.)

Pick sched lines sep
This field is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. This field is set to YES if scheduled lines, for inbound delivery schedules, should be picked separately for this customer.