Customer

Select the “Customer” activity under the “Logistics Administration” business component.

The “Customer” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

To create a new customer

Click “+Customer” button in the right hand side corner of the page to refresh and clear the existing data in the fields.
Enter the following header details in the right hand side of the page:

Customer ID	A unique ID identifying the customer. (Alphanumeric, 18). Mandatory. This field can be a combination of alphabets and numbers, and cannot be left blank.
Customer Name	The name of the customer. (Alphanumeric, 40). Mandatory.
Status	Use the drop-down list box to specify the status. The combo is loaded with the values as “Active” or “Inactive”. The system displays “Active” by default on the launch of the page. Mandatory.
Customer Type	Use the drop-down list box to select the type of customer. The combo is loaded with the predefined values viz. Internal and External.
Description	The description of the customer. (Alphanumeric, 255).
Payment Type	Use the drop-down list box to select the type of payment made to the customer. The combo is loaded with the values as defined in “Quick Codes” activity like (Cash, Credit, etc.).
Credit Term	The code indicating the credit term of the customer (Alphanumeric, 20).Mandatory.
Pay Term	The pay term assigned to the customer (Alphanumeric, 20). Mandatory. Pay term represents the terms and conditions pertaining to the payment for an order. The pay term code, validity dates of the pay term, and the schedule details for the Pay term is mentioned in the Pay Term masters in Purchase & Subcontracting component.
Currency	Use the drop-down list box to select the currency in which the customer is going to transact. Mandatory. The values in the drop-down list box are populated from the “Organization Setup-Currency Masters” business component.
BR Validation Profile ID	The BR validation profile ID to be mapped to the customer. (Alphanumeric, 40).
Industry Type	Use the drop-down list box to select the type of industry to which the customer belongs. The combo is loaded with values as defined in “Quick Codes” activity.
Customer Group	Use the drop-down list box to select the group to which the customer belongs. The combo is loaded with values as defined in “Quick Codes” activity.
Region	Use the drop-down list box to select the region in which the customer exists. The combo is loaded with values as defined in “Quick Codes” activity.
Line of Business	Use the drop-down list box to select the line of business to which the customer operates. The combo is loaded with values as defined in “Quick Codes” activity.
Department	Use the drop-down list box to select the department to which the customer belongs. The combo is loaded with values as defined in “Quick Codes” activity.
Allow Revenue Protection	Select the checkbox to specify that the revenue protection procedure during hub receipt for the selected customer is mandatory.
Reason Code	The code identifying the reason for which the status has to be changed. (Alphanumeric, 20). This field is mandatory if the status is “Inactive”.
Reason Description	On enter of reason code, the system displays the description of the reason.
Prospect	Select the checkbox if the customer is a potential customer.
RCTI	Select the checkbox if the RCTI (Recipient Created Tax Invoice) is applicable for the customer.
Customer Finance Group	Use the drop-down list box to select the finance group to which the customer belongs. The combo is loaded with values as defined in “Quick Codes” activity.
Profile ID	A unique ID identifying the profile. (Alphanumeric, 18). This field can be a combination of alphabets and numbers.
Contract Derivation	Use the drop-down list box to select the contract derivation. The combo is loaded with “Individual” and “Multiple”.
Billing Hierarchy 1	Use the drop-down list box to select the billing hierarchy 1, which is to be mapped to the customer ID.
Billing Hierarchy 2	Use the drop-down list box to select the billing hierarchy 2, which is to be mapped to the customer ID.
Billing Hierarchy 3	Use the drop-down list box to select the billing hierarchy 3, which is to be mapped to the customer ID.
Channel Type	Use the drop-down list box to select the channel type, which is to be mapped to the customer ID. The combo is loaded with “Air”.
Seller Type	Use the drop-down list box to select the seller type, which is to be mapped to the customer ID.
Allow DB Bill To/Pay To Amend	Select the checkbox to allow DB bill to or pay to amend for the selected customer.

This page consists of the following tabs:

v General Information

v General Details

v Geo Info

v Consignor Details

v Operating Hours

v Tax Details

v Portal User Access

v Vendor Preference

v Attribute

v Location Billing Address

Tab – General Information

Enter the following details:

Route No.	The route ID to be mapped with the customer. (Alphanumeric, 40). Mandatory.
Packing Bay	The area which is used to pack the customer material. (Alphanumeric, 40). This is retrieved from “Staging Master” activity.
Invoice Report Format	Use the drop-down list box to select the invoice report format to be mapped to the customer.
LSP ID	The ID identifying the Logistics Service Provider (LSP), vendor who provides the logistics information. (Alphanumeric, 16).
LSP Name	The name of the LSP displayed on fetching LSP ID (Alphanumeric, 60). Display only.
LSP Email ID	The email ID of the LSP. (Alphanumeric, 40).If this is not retrieved from LSP ID, user can enter here.
Warning or Error Messages	Use the drop-down list box to select the number of warning or error messages that occurred.
Final Billing Stage	Use the drop-down list box to select the final billing stage that is to be mapped to the customer.

Enter the following details:

Default Image

Select the checkbox if you want to enable default the image of the uploaded documents for the customer.

Click the “Previous” button to view the previously uploaded image below.
Click the “Next” button to view the next image below.
Click “” icon, “Upload File” window pop-ups. Enter the File ID, Click “Browse” button to upload the file which you want to upload and click “Upload” button the file will be uploaded and attached to the customer ID. Only “jpg” and png” file format can be uploaded. Click “Delete File” to delete the uploaded file.

Tab – General Details

Enter the following details in the “Customer Details” group box:

Address Line 1	The first line address of the customer. (Alphanumeric, 40). Mandatory
Address Line 2	The second line address of the customer. (Alphanumeric, 40).
Address Line 3	The third line address of the customer. (Alphanumeric, 40).
Postal Code	The postal code of the address in which the customer resides. (Alphanumeric, 40). Mandatory
Sub Zone	The subzone in which the customer resides. (Alphanumeric, 40).
City	The system defaults the city name based on the entered postal code. (Alphanumeric, 40). Mandatory
Zone	The zone in which the customer resides. (Alphanumeric, 40).
State	The system defaults the state name based on the entered postal code (Alphanumeric, 40). Mandatory
Region	The region in which the customer resides. (Alphanumeric, 40).
Country	The system defaults the country name based on the entered postal code. (Alphanumeric, 40). Mandatory
Latitude	Indicates the latitude of the location where the customer resides. The value limit is +/- 90. (Alphanumeric, 40). Mandatory
Longitude	Indicates the longitude of the location where the customer resides. The value limit is +/- 180. (Alphanumeric, 40). Mandatory
Geo Fence Range	The range to set predefined geographic boundaries. Use the drop-down list box to specify the units of geo fence.
Geo Fence Name	The name of the geo fence.
Time Zone	Use the drop-down list box to select the working time zone of the customer. The combo is preloaded during configuration.

Enter the following details in the “Contact Details” group box:

Contact Person 1	The name of the first contact person of the customer. (Alphanumeric, 40).
Phone 1	The first phone number of the first contact person. (Alphanumeric, 20). Mandatory
Phone 2	The second phone number of the first contact person. (Alphanumeric, 20).
Fax	The fax number of the first contact person. (Alphanumeric, 20).
Email	The email ID of the first contact person. (Alphanumeric, 20).
URL	The referral URL of the first contact person. (Alphanumeric, 20).
Contact Person 2	The name of the second contact person of the customer. (Alphanumeric, 40).
Phone 1	The first phone number of the second contact person. (Alphanumeric, 20). Mandatory
Phone 2	The second phone number of the second contact person. (Alphanumeric, 20).
Fax	The fax number of the second contact person. (Alphanumeric, 20).
Email	The email ID of the second contact person. (Alphanumeric, 20).
URL	The referral URL of the second contact person. (Alphanumeric, 20).

Enter the following details in the “Billing Details” group box:

Same as Customer Address	Select the checkbox if the billing address is same as the customer address. On checking this field, the customer address is populated in Billing details.
Address Line 1	The first line billing address of the customer. (Alphanumeric, 40). Mandatory
Address Line 2	The second line billing address of the customer. (Alphanumeric, 40).
Address Line 3	The third line billing address of the customer. (Alphanumeric, 40).
Postal Code	The postal code of the billing address in which the customer resides. (Alphanumeric, 40). Mandatory
Sub Zone	The subzone of the billing address. (Alphanumeric, 40).
City	The system defaults the city name based on the entered postal code. (Alphanumeric, 40). Mandatory
Zone	The name of the zone. (Alphanumeric, 40).
State	The system defaults the state name based on the entered postal code. (Alphanumeric, 40). Mandatory
Region	The region of the billing address. (Alphanumeric, 40).
Country	The system defaults the country name based on the entered postal code. (Alphanumeric, 40). Mandatory

Enter the following details in the “Contact Details” group box:

Contact Person	The name of the contact person of the billing address. (Alphanumeric, 40).
Phone	The phone number of the contact person in billing address. (Alphanumeric, 20). Mandatory
Fax	The fax number of the contact person in billing address. (Alphanumeric, 20).

Enter the following details in the “Return To” group box:

Undelivered To	Use the drop-down list box to select the required option if the shipment is undelivered. The combo is loaded with the following values “Ask Me”, “Address”, “Dispose” and “Ship From”. Mandatory. Ask Me - If Ask Me is opted, during Booking Request the Return Order will be generated with “From” as where the consignment is (this can be identified from the hub) and “To” as blank. User should contact the customer and fill the “To” field in Return Order, only then this return order will flow through rule filter and will be converted as order for execution. Ship from -If Ship from is opted an automated .Return Order will be generated with “Ship From” as where the consignment is (this can be identified from order document) and “To” as 'Ship from' from the original BR. The original TM order and customer reference is retained. Address - If Address is opted, Return Order will be generated with “From” as where the consignment is (this can be identified from Hub) and “To” as the address given in Customer Master field of “Return if undelivered address. Dispose - If Dispose is opted in Default Return To field; THU will be retained in the hub marked as “for disposal”.
Same as Customer Address	Select the checkbox if the returning address is same as the customer address.
Address Line 1	The first line of the return address. (Alphanumeric, 40). Mandatory
Address Line 2	The second line of the return address. (Alphanumeric, 40).
Address Line 3	The third line of the return address. (Alphanumeric, 40).
Postal Code	The postal code of the return address. (Alphanumeric, 40). Mandatory
Sub Zone	The subzone of the return address. (Alphanumeric, 40).
City	The system defaults the city name based on the entered postal code. (Alphanumeric, 40). Mandatory
Zone	The name of the zone. (Alphanumeric, 40).
State	The system defaults the state name based on the entered postal code. (Alphanumeric, 40). Mandatory
Region	The region of the return address. (Alphanumeric, 40).
Country	The system defaults the country name based on the entered postal code. (Alphanumeric, 40). Mandatory

Enter the following details in the “Contact Details” group box:

Contact Person	The name of the contact person of the return address. (Alphanumeric, 40).
Phone	The phone number of the contact person in return address. (Alphanumeric, 20). Mandatory
Fax	The fax number of the contact person in return address. (Alphanumeric, 20).

Tab – Geo Info

Enter the following details in the multiline:

Geo Type	Use the drop-down list box to select the type to be mapped to the customer. The combo is loaded with the values “Division” and “Location”. (Alphanumeric, 40).
Location/Division	The ID identifying the location or division to be mapped to the customer. (Alphanumeric, 40).
Description	On enter of ID, the system displays the description of location or division. (Alphanumeric, 150).
Item Validity in Contract	Select the checkbox to enable the item validity in contract for the customer.

Tab – Consignor Details

Enter the following details in the multiline:

Consignor ID	The ID identifying the consignor to be mapped to the customer. (Alphanumeric, 18).
Name	On enter of Consignor ID, the system displays the name of the consignor. (Alphanumeric, 255).

Tab – Operating Hours

The system displays the following in the “Operating Hours” multiline:

Day

The weekdays are defaulted. Ex. Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday.

Enter the following details in the “Operating Hours” multiline:

From Time

The start time of the period to define the operating hours of the customer. This field is mandatory if the “To Time” is specified.

Ensure that the “From Time” must be greater than the “To Time’, else the system throws an error message. (Time format)

To Time

The end time of the period to define the operating hours of the customer. This field is mandatory if the “From Time” is specified. (Time format).

Enter the following details in the “List of Holidays” multiline:

Holidays	The list of public holidays applicable to their city or region. For example: Independence Day. (Alphanumeric, 100).
Date	The date on which the holiday falls in the year. (Date format).
Day	The day on which the holiday falls in the year.

Tab – Tax Details

Select the following details:

Type	Use the drop-down list to specify the tax type applicable to the customer, pertaining to the region It can be “GST”, “”, “SER”, “a “VAT” etc Mandatory.
Community	Use the drop-down list to specify the community of the tax that administers the tax rules. Mandatory.
Option	Use the drop-down list to specify the option. It can be “Inclusive” or “Exclusive”. Exclusive is defaulted. Mandatory.

Enter the following details in the multiline:

Region Type	Use the drop-down list to specify the type of the region. It can be “Circle” or “Country” or “Factory” or “State” or “Ward”. (Alphanumeric, 40). Mandatory.
Region	The code identifying the region where the tax declaration has to be made. (Alphanumeric, 40). Mandatory.
Registration No.	The number identifying the registration of the tax. In case of countries of European Union for Tax Registration Number, a predefined Pattern has to be followed. Sample table is given below. (Alphanumeric, 40). Mandatory.
Category	Use the drop-down list to specify the category of the tax. Tax category identifies the different types of business or trade transactions to indicate the applicability of Tax. Example: National Purchase. Mandatory. The system displays “TRD” by default on the launch of the page.
Class	A tax class identifies the sub-transaction type for reporting purposes and is specified by the government. A transaction, say, a national purchase can be involving goods, services, investments etc. This is identified using the Tax class. Use the drop-down list to enter the tax class details. Mandatory.
Default	Use the drop-down list to specify the default values. It can be “Yes” or “No”. The system displays “No” by default if for a particular customer code the corresponding tax details are not available for the tax type. Mandatory.
Rates Applicable	Use the drop-down list box to select the applicable tax rates. It can be “Exempt” or “Normal” or “Variable”. Mandatory.
Code	The code identifying the tax. (Alphanumeric, 40). Mandatory.
Special Rate	A special rate offered to a supplier. The tax is calculated based on this rate. (Alphanumeric, 40).
Certification No.	The unique number identifying the certificate. (Alphanumeric, 40).
Place of Issue	The place where the certificate was issued. (Alphanumeric, 40).
Issue Date	The date on which the certificate was issued. (Date Format)
Valid Upto Date	The validity of the certificate. The date till which the certificate is valid. (Date Format)
Assessee Type	Use the drop-down list to specify the type of the assessee. It can be “Registered”, “Turnover Tax Dealer” or “Unregistered”. The system displays “Registered” by default on launch of the page. (Alphanumeric, 40). Mandatory.
Remarks	Remarks, if any. (Alphanumeric, 60).
Tax Registration Desc.	The description of the tax registration number is displayed.
Exempt?	Use the drop-down list box to select the exempt value of the tax.
Status	Use the drop-down list box to select the status of the tax registration.
Attachment	If any file attached regarding the tax registration it will be displayed.

Tab – Portal User Access

Enter the following details in the multiline:

User ID	The unique ID that identifies the user who requires the portal access.
User Name	On enter of User ID, the system displays the name of the user.
Role	Use the drop-down list box to select the role of the user. The combo is loaded with the values “Finance” and “Operation”. This is mandatory if user ID is entered.
WMS	Select the checkbox to specify whether the portal user access is required for Warehouse Management System (WMS).
TMS	Select the checkbox to specify whether the portal user access is required for Transport Management System (TMS).
Additional Customer Mapping	If any additional customer is mapped to this customer is displayed.

Tab – Vendor Preference

Enter the following details in the multiline:

Vendor ID	The unique code identifying the vendor ID to the customer is to be mapped, use help icon or manual entry.
Vendor Name	The name of the vendor, which is associated to the vendor ID.
Use for Vehicle	Select the checkbox to enable the use for vehicle for the vendor ID.
Vehicle Type	Use the drop-down list box to select the vehicle type. The combo is loaded from the Vehicle master activity.
Vehicle ID	The unique code identifying the vehicle ID, which is to be mapped to the vendor ID. Use help icon or manual entry.
Mapping Type	Use the drop-down list box to select the mapping type for the vehicle. The combo is loaded with “Exclusive” and “Shared”.
Use for Equipment	Select the checkbox to enable the use for equipment for the vendor ID.
Equipment Type	Use the drop-down list box to select the equipment type. The combo is loaded from the Equipment master activity.
Equipment ID	The unique code identifying the equipment ID, which is to be mapped to the vendor ID. Use help icon or manual entry.
Mapping Type	Use the drop-down list box to select the mapping type for the equipment. The combo is loaded with “Exclusive” and “Shared”.
Use for Driver	Select the checkbox to enable the use for driver for the vendor ID.
Skill Code	Use the drop-down list box to select the skill code for the driver. The combo is loaded with “20 ft”, “40 ft” and “Fork Lift”.
Use for Handler	Select the checkbox to enable the use for handler for the vendor ID.
Mapping Type	Use the drop-down list box to select the mapping type for the handler. The combo is loaded with “Exclusive” and “Shared”.
Skill Code	Use the drop-down list box to select the skill code for the driver. The combo is loaded with “HDLR”.
Mapping Type	Use the drop-down list box to select the mapping type. The combo is loaded with “Exclusive” and “Shared”.
Use for Agent	Select the checkbox to enable the use for agent for the vendor ID.
Agent ID	The unique code identifying the agent ID, which is to be mapped to the vendor ID. Use help icon or manual entry.
Mapping Type	Use the drop-down list box to select the mapping type for the agent. The combo is loaded with “Exclusive” and “Shared”.

Tab – Attribute

Enter the following details in the multiline:

Attribute Type	Use the drop-down list box to select the attribute type. The combo is loaded with “10 Hours Billing”, “5 Hours Billing”, “Billing Methodology”, “Email”, “Mile Definition”, “Preferred”, “Region”, “Template Route” and Vertical”.
Attribute Applicability	Use the drop-down list box to select the attribute applicability. The combo is loaded with “Billing”, “Financial Dimension”, “Planning” and “Report”, “Routing”.
Attribute Value	Enter the attribute value.

Tab – Location Billing Address

Enter the following details in header:

Location

Use the drop-down list box to select the location. The combo is loaded from the location master. The current location will be defaulted on launch of the page.

Enter the following details in the multiline:

Address Type	Use the drop-down list box to select the address type. The combo is loaded with “Billing Address”, “Office Address” and “Return Address”.
Default Address ID	Use the drop-down list box to set the address as default address ID or not. The combo is loaded with “Yes” and “No”.
Ship Point ID	The unique code identifying the destination ship point ID.
Address Line 1	The first line of the address type. (Alphanumeric, 40). Mandatory
Address Line 2	The second line of the address type. (Alphanumeric, 40).
Address Line 3	The third line of the address type. (Alphanumeric, 40).
City	The city of the address type.
State ID	The code identifying the state ID.
State	The state where the address belongs.
ISO Country Code	The ISO country code of the address.
Country	The county name of the address.
Zip Code	The zip code of the address.
Phone No	The phone number of the person who has to be contacted in that address.
Email ID	The Email ID of the person who will be there in the address.
Latitude	The latitude of the location.
Longitude	The longitude of the location.
Geo Fence Range	The range to set predefined geographic boundaries.
Time Zone	The time zone of the location.
Contact Person	The name of the person who has to be contacted in that address.
Phone 2	The second phone number of the contact person.
Fax	The fax number of the contact person.
URL	The URL of the contact person.

Note: At least one row should be selected in the multiline.

Click the “Save” button to create new customer details.

On save, the system generates a customer ID and the status is updated as “Active”.

To modify an existing customer details

Select an option from the drop-down list box and enter the keyword for a specific search.
Click “Get” button to retrieve the Customer details in the multiline
Click help icon near “Search” to search the customer ID for which you want to display the details in the multiline.

The following details are displayed in the multiline:

Customer ID	The unique ID that identifies the customer.
Customer Name	The name of the customer.

Click on any “Customer ID” Data Hyperlink to display the respective customer details in the right hand side of the page.

The system displays the corresponding customer details in the right hand side header and tabs. You can modify the required fields.

Click “Save” button to update the customer details.

The system displays the following in the “Data History” group box:

Created By	The login ID of the user who created the customer details. The date and time at which the customer details was created.
Modified By	The login ID of the user who modified the customer details. The date and time at which the customer details was last modified.

Tax Type = VAT and Tax Community = European Union.

ISO Code	Country	Prefix Length	Prefix	Total Length	Pattern1	Pattern2	Pattern3	Pattern4
AT	Austria	2	AT	12	ATU999999999
BE	Belgium	2	BE	13	BE999 999 999
DK	Denmark	2	DK	13	DK99 99 99 99
FI	Finland	2	FI	10	FI99999999
FR	France	2	FR	13	FRXX999999999
DE	Germany	2	DE	11	DE999999999
GR	Greece	2	EL	11	EL999999999
IE	Ireland	2	IE	10	IE9S99999L
IT	Italy	2	IT	13	IT99999999999
LU	Luxemburg	2	LU	10	LU99999999
NL	Netherlands	2	NL	14	NL999999999B99
PT	Portugal	2	PT	11	PT999999999
SE	Sweden	2	SE	14	SE999999999901
ES	Spain	2	ES	11	ESX9999999X
UK	United Kingdom	2	GB	18	GB999 9999 99	GB999 9999 99 999	GBGD999	GBHA999
CY	Cyprus	2	CY	11	CY999999999
CZ	Czech Republic	2	CZ	12	CZ99999999	CZ999999999	CZ9999999999
EE	Estonia	2	EE	11	EE999999999
HU	Hungary	2	HU	10	HU99999999
LT	Lithuania	2	LT	14	LT999999999	LT999999999999
LV	Latvia	2	LV	13	LV99999999999
MT	Malta	2	MT	10	MT99999999
PL	Poland	2	PL	12	PL9999999999
SI	Slovenia	2	SI	10	SI99999999
SK	Slovakia	2	SK	12	SK999999999	SK9999999999