Data Requirements Features and Functions

• Provide automated numbering of customers with user-defined sorting and sequencing capabilities


• Maintain a customer table with name data


• Maintain a customer table with multiple addresses for sold-to, ship-to, and bill-to


• Maintain a customer table with multiple contacts, including name, location, title, phone, and fax data


• Maintain a customer table with payment terms


• Maintain a customer table with active or inactive status data


• Maintain a customer table with customer defaults, which differ from standard defaults


• Maintain a summarized history of all written-off customers and invoices for five years


• Code fields are user defined for adjustment by plant tied to G/L


• Accommodates multiple ship-to information for a sold-to


• Tracks the customer, when sold-to is a finance company


• Allow "lease" or "loan" designation with tax adjustments


• Stores salesperson ID numbers, ISPs, and agents


• Groups orders for commission calculation


• Automatically generate commission credits to agents or internal sales people


• Ability to allocate customer PO to invoices from several business units and create external consolidated invoices


• System security by user ID-limits, cash tolerances, and tax override privileges


• Identifiers for tax purposes


• Tracks new business as well as pending orders confirmed and unconfirmed