Related topics
This panel is used to configure the subsidiary tiers of a customer structure, once the Holding company for this has been set up. This routine is accessed via the Structure option in the previous panel.
Those customers that have other customers connected to them at a lower level than themselves are termed Parent companies. The pricing structure can be set up for Parent companies in the same manner as for a Holding company, which allows for a sales price to be allocated to the parents, which will be common for all those customers that are at a lower level. From this panel you are able to add either several Parent customers to the secondary tier of the Holding company, or additional customers that are on a level lower than the Parent companies.
As with Holding companies, it is also to possible to define a structure credit profile for the Parent 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
| Add level 1 | Select this option to add a new customer – at level 1 of the customer structure tier. |
| Add next level | Select this option for the record that you wish to establish a new structure of companies or business partners that fall under this parent company. To assign a customer on this same level, that record should have been previously marked as being a Parent company. |
| Delete structure | Select this option to delete the structure. |
Selection fields
- Holding company
- Displays the customer name of the Holding companies that you are currently configuring a customer structure for.
- Structure cred lim
- Displays the structure credit limit defined for the holding company. Retrieved from the Credit profile table based on the credit profile defined for the holding company.
- Credit warning %
- Displays the percentage value of the total line of credit afforded to the Holding company. Once this percentage has been used, an alert message is created.
- Customer
- This column lists the customers (i.e. parent companies) that have been established.
- Name
- This column lists the name of each of the corresponding Parent companies that have been established.
- Level
- This column lists how many levels below the Holding company that this customer is classed.
- Par
- This column lists YES if this customer has been marked as a Parent company.
- Str cred lim
- This column lists the structure credit limit for this customer. Retrieved from the Credit profile table based on the credit profile defined for the customer.
- Wrn %
- This column lists the percentage value of the total line of credit afforded to the customer. Once this percentage has been used, an alert message is created.
Work with customer structures, Customer detail (GDMD42204)
This panel is used to enter specific information that relates to the subsidiary customers, classed in level from Parent company and lower.
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 name of the Holding company that you are currently working with.
- Parent company
- Displays the customer name of the Parent company you are currently working with.
- Level
- Indicates the level at which the customer is to be classed. Since you are able to either select the option to add a customer on the same level as a Parent company, or lower, this is a dynamic field that will change depending on the option that you selected in the previous panel. This field is therefore only displayed in display mode and may never be manually changed. The number displayed in this field indicates how many levels below the Holding company this customer is classed.
- Customer
- Enter a customer number from the Business partner file. This customer will then be added to the structure on a level that will correspond with the option that you selected in the previous panel – either on the same level as the Parent company, or on a level lower. Only those records that are of type 1 or 3 may be selected.
- Parent
- Set this field to YES if you wish the customer you are currently allocating to the structure to be a Parent company. If this option is selected, subsidiary customers may in turn be added to this customer.
Structure pricing
The fields under this section are only displayed if the customer you are configuring has been classified as a Parent company (i.e. the Parent field is set to YES above). You can, optionally, enter the details that relate to how the sales price is retrieved when a sales order line is created for one of the customers that belong to this structure.
- Price list
- Enter a sales price list from the Work with sales price lists file indicating which list is to be used when calculating the sales price.
- Order discount group
- Enter an order discount group from the Order discount group table if you wish the sales price to be calculated according to the rules of one of these groups.
- Stop search
- If you wish the system to only search for a sales price at this level (and not proceed to lower levels) then enter a YES. This option will then override other prices when an order is created for a lower level customer.
Credit limit service
You configure the credit limits for this customer in the fields under this section.
- Credit profile
- Enter a value from the Credit profile table to determine the credit scenario offered to this customer.
- Structure cred limit
- Displays the credit limit as this appears in the credit profile to which this customer belongs. If no value has been entered into the Credit limit field, the credit limit of the next level company will be displayed here.
- Credit warning %
- Enter the percentage value of the total line of credit afforded to this customer, 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 customer. In addition, this will be reflected in the Structure credit analysis printout. Note: This will not be used in the credit control routine. It is, however,useful for the purposes of analysis.
Work with customer structures, Customers, Copy (GDMD42205)
- Holding company
- Displays the customer name of the Holding company that you are currently working with.
- Parent company
- Displays the customer name of the Parent company you are currently working with.
- Customer
- Displays the customer you selected to copy.
- Parent
- Indicates if the copied customer is a parent company.
- New customer
- Enter the customer that you wish to add to the structure.
- Parent
- Set this field to YES if you wish this customer to be a Parent company. If this option is selected, subsidiary customers may in turn be added to this customer.
Work with customer structures, Customers, Deletion (GDMD42208)
Contract synchronisation (GDMD42211)
This panel prompts when the following was done on the Work with customer structure, Customer detail panel for an existing customer:
- The Parent field was changed from NO to YES (and the Stop search is set to YES and the structure’s pricing policy = Parent)
- The Parent field was changed from YES to NO (and the structure’s pricing policy = Customer or Best of)
It lists the applicable contracts that are currently set up for the customer for the previous parent level. These contracts may need to be synchronised/updated with the new Parent value to still be valid as they were before the Parent value was changed.
Options
| Synchronise | Select this option to synchronise/update the selected contracts with the new parent value for the customer that was updated on the Work with customer structure, Customer detail panel. |
- Contr no
- This column lists the contract number.
- Par
- This column lists the YES/NO value for the current parent level before synchronisation. It indicates if the contract is for a parent within a customer structure (YES) or an individual customer (NO). This field will be updated with the new parent value entered on the Customer detail panel, after you click the synchronise option. Update will take place at both header and detail level.
- Description
- This column lists the description of the contract.
- Fr date
- This column lists the start date of the contract.
- To date
- This column lists the end date of the contract.