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This panel is used to establish new customer structures, arranging existing business partners in tiers.
When setting up a new customer structure, the holding company of this is configured first. The details of this company will be used by the system in order to devise the best search routine for obtaining a sales price when an order is created for a customer within this structure. In addition to this, it is also possible to define a structure credit profile for the holding company. This will not be used in the credit control routine. However, the structure profile can be useful when analysing the A/R for this Business partner structure.
Options
| Structure | Select this option to establish/edit a structure of companies or business partners. |
Selection fields
- Holding company
- Under this column heading the customer names of those holding companies that have already been established are listed.
- Name
- Under this column heading a description of each of the corresponding holding companies that have already been established, is listed.
Work with customer structures, Holding company detail (GDMD42104)
This panel is used to enter specific information that relates to the Holding company of the business partner structure that you are configuring.
The details entered herein will be used in determining the best sale price of items, as well as reference information that pertains to its credit profile.
- Holding company
- Displays the customer number of the holding company. When creating new records a value must be entered.
- Name
- This field displays the customer name of the holding company you are currently working with. This is retrieved by the system from the Business partner file and corresponds to the customer number that is displayed in the field above.
- Statistic level
- The value entered in this field defines the level in the structure at which sales statistics will be created. It is possible to create statistics for a unique customer, for the entire structure (the holding company) or for structure parents at the level defined in this field. This is an optional field and may be changed for existing records.
- Pricing policy
- Under this sub-heading, you define how the sales price is retrieved when a sales order line is created for one of the customers that belongs to this structure. These fields identify whether it’s the holding company or the customer that negotiates the sales contract.
Permitted values Description Parent The contract is negotiated by the holding company. Customer Customers negotiate their own contract. Best of The contract can be negotiated with either the holding company or the customer. The best deal will prevail.
- Parent
- Set this field to YES if you wish the sales price to be retrieved from the nearest parent company above the customer in question. Note: This parameter will be overruled if the Stop search parameter is selected in the Work with customer structures, Customer detail panel. In that instance, the price will be retrieved at that customer level when orders are created for lower ranking customers.
- Customer
- Set this field to YES if you wish the sales price to be retrieved from the customer itself.
- Best of
- Set this field to YES if you wish the sales price to be retrieved using both the aforementioned methods, with the lowest of these two being used.
- Structure pricing
- In the fields under this sub-heading you configure how the system will retrieve the sales price, if you have activated the Parent or Best of methods above.
- Price list
- Select the price list from the Sales price list table that you wish to use, if this is how you want to retrieve prices.
- Discount group
- If a price is determined based on details configured under Structure pricing, enter a value from the Discount groups table.
- Credit limit service
- Under this sub-heading you configure the credit limit for this customer.
- Credit profile
- Enter a value from the Credit profile table to determine the the credit afforded for the holding company.
- Credit warning %
- Enter the percentage value of the total line of credit afforded to this entire customer structure, at which you wish to have an alert message created. For example, if 75% is entered, an alert message will be sent to a predefined user, informing them once 75% or more of the line of credit has been used by this structure. In addition, this will be reflected in the Structure credit analysis printout.
Work with customer structures, Holding companies, Copy (GDMD42105)
This panel displays the records that were selected for copy in the previous panel.
- New holding company
- Enter the business partner number of the new holding company that you wish to create and click OK to confirm this.
Work with customer structures, Holding companies, Deletion (GDMD42108)
This panel displays all the records of holding companies that you have selected for deletion in the previous panel.
Click OK to confirm the deletion of these records.