Page 224 - DMGT308_CUSTOMER_RELATIONSHIP_MANAGEMENT

Unit 8: Managing Customer Relations

level, not the parent level. The system sends workflow messages for each customer who is Notes
over their credit limit. When you set up or change the credit limit, the system sends a
workflow message to the credit manager that the change is pending approval. The change
to the credit limit is not reflected in the customer record until it is approved by the credit
manager.
3. Credit Manager: Enter the name of the credit manager who is responsible for approving
changes to the credit limit. You must set up the credit manager in the address book and
then create an entry in the user-defined code table (system 01, type CR). When you set up
the user-defined code value, you must also enter the credit manager’s address book number
in the Description 02 field.
4. Currency Code: Enter the code for the currency that applies to the customer.
5. Payment Terms: Enter the code that indicates the default payment terms for the customer.
Payment terms determine the due date, discount amount, and discount due date that the
system assigns when you create an invoice. Use a blank code for the payment terms that
you use most frequently. Examples of payment terms include:
(a) Blank: Net 15
(b) 1: 1/10 net 30

(c) 2: 2/10 net 30
(d) D: Due upon receipt
(e) N: Net 30
(f) P: Prox 25th

6. Language: Enter the user-defined code (system 01, type LP) that specifies the language to
use on forms and printed reports. Before you specify a language, a code for that language
must exist at either the system level or in the user preferences.
7. Tax Area: Enter the code that identifies a tax or geographic area that has common tax rates
and tax authorities. The system validates the code that you enter against the F4008 table.
The system uses the tax rate area in conjunction with the tax explanation code and tax rules
to calculate tax and GL distribution amounts when you create an invoice or voucher.

8. Tax Expl Code (tax explanation code): Enter the hard-coded user-defined code (system 00,
type EX) that controls the algorithm that the system uses to calculate tax and general
ledger distribution amounts. The system uses the tax explanation code in conjunction with
the tax rate area and tax rules to determine how the tax is calculated. You can define each
transaction pay item with a different tax explanation code.
9. Tax Exempt Certificate: Enter the number that tax authorities issue to tax-exempt
individuals and companies to identify their tax-exempt status.

10. Price Group: Enter the user-defined code (system 40, type PC) that identifies a customer
group. You can group customers with similar characteristics, such as comparable pricing.

Classification

Select the Classification tab.
Category Code 01 - 30

Enter one of thirty reporting codes that you can assign to an address in the JD Edwards
EnterpriseOne Address Book system. Use these codes to identify addresses for reports, mailings,
and so on. Examples include:

LOVELY PROFESSIONAL UNIVERSITY 219