CUST_GENERAL1

Bill To Customer

BILL_TO_FLG

Ship To Customer

SHIP_TO_FLG

Sold To Customer

SOLD_TO_FLG

CUST_BILLTO_SELECT

Bill To Customer

BILL_TO_FLG

Consolidation Business Unit

CONSOL_BUS_UNIT

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_CORP_SELECT

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_CREDIT_PRFL1

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

CUST_CRSPD_OPT1

Address Sequence Number

ADDRESS_SEQ_NUM

CUST_CRSPD_SELECT

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

CUST_GENERAL1

Bill To Customer

BILL_TO_FLG

Broker

BROKER_FLG

Consolidation Business Unit

CONSOL_BUS_UNIT

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

Customer Agency Location Code

CUSTOMER_ALC

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

Customer Type

CUSTOMER_TYPE

Customer Level

CUST_LEVEL

Grants Management

GRANTS_SPONSOR_FLG

Indirect Customer

INDIRECT_CUST_FLG

IPAC Interface (Federal Intergovernmental Payment and Collection interface)

IPAC_INTERFACE

Remit From Customer

REMIT_FROM_CUST_ID

SetID

REMIT_FROM_SETID

SetID

SETID

Ship To Customer

SHIP_TO_FLG

Sold To Customer

SOLD_TO_FLG

Trading Partner

TRADING_PARTNER

Federal Indicator

FEDERAL_INDICATOR

CUST_GENERAL2

SetID

SETID

Vendor ID

VENDOR_ID

Vendor Set ID

VENDOR_SETID

CUST_GENERAL_MISC

Currency Code

CURRENCY_CD

Exchange Rate Type

CUR_RT_TYPE

Stock Symbol

STOCK_SYMBOL

Website URL

WEB_URL

CUST_GROUP_INFO

SetID

SETID

CUST_MESSAGES

Hold Update Switch

HOLD_UPDATE_SW

CUST_REMIT_SELECT

Corporate Customer

CORPORATE_CUST_ID

SetID

CORPORATE_SETID

Correspondence Customer

CRSPD_CUST_ID

SetID

CRSPD_SETID

CUST_SHIPTO_EXCPT

SetID

SETID

CUST_SHIPTO_SELECT

Indirect Customer

INDIRECT_CUST_FLG

Ship To Customer

SHIP_TO_FLG

CUST_SOLDTO_SELECT

Broker

BROKER_FLG

Sold To Customer

SOLD_TO_FLG

GM_SPNSR

CFDA Number

CFDA_NBR

Cost of Living Increase Pct (cost of living increase percentage)

COST_LIV_INCR_PCT

Sponsor Base

FA_SPNSR_BASE_ID

Foreign

FOREIGN_FLAG

Federal

GM_FEDERAL_FLAG

Letter of Credit Sponsor

GM_LOC_SPONSOR_ID

Letter of Credit

LOC_INDICATOR

Reports To Sponsor

REPORTS_TO_SPONSOR

SetID

SETID

Level

SPNSR_LEVEL

Program Type

SPNSR_PROGRAM

Sponsor Type

SPNSR_TYPE

US Flag Carrier Required

US_FLAG_CARRIER

GM_SP_ATTRIB

SetID

SETID

CUST_BILLTO_OPT

Maximum Write-off Amount

MAX_WRITE_OFF_AMT

Maximum Days Till Write-off

MAX_WRITE_OFF_DAYS

Maximum Write-off Percent

MAX_WRITE_OFF_PCT

Status as of Effective Date

EFF_STATUS

AR Specialist (accounts receivable specialist)

AR_SPECIALIST

Billing Authority

BILLING_AUTHORITY

Billing Specialist

BILLING_SPECIALIST

Bill By Identifier

BILL_BY_ID

Billing Cycle Identifier

BILL_CYCLE_ID

Bill Inquiry Phone

BILL_INQUIRY_PHONE

Bill Type Identifier

BILL_TYPE_ID

Prompt for Billing Currency

BI_PROMPT_CURR

General Ledger Unit

BUSINESS_UNIT_GL

Collector

COLLECTOR

Consolidation Customer ID

CONSOL_CUST_ID

CUST_BILLTO_OPT (continue)

Invoice Consolidation Key

CONSOL_KEY

Consolidation Customer SetID

CONSOL_SETID

Credit Analyst

CR_ANALYST

Customer PO (customer purchase order)

CUSTOMER_PO

Direct Invoicing

DIRECT_INVOICING

AR Distribution Code (accounts receivable distribution code)

DST_ID_AR

Status as of Effective Date

EFF_STATUS

End Date

END_DATE

Freight Bill Type

FREIGHT_BILL_TYPE

InterUnit

INTERUNIT_FLG

Invoice Form

INVOICE_FORM_ID

Purchase Order Required

PO_REQUIRED

Start Date for Gen Standing PO (start date for general standing purchase order)

START_DATE

Direct Debit Group

DD_GROUP

Direct Debit Profile ID

DD_PROFILE_ID

Draft Approval

DRAFT_APPROVAL

CUST_BILLTO_OPT (continue)

Draft Document Required

DRAFT_DOC

Draft Type

DRAFT_TYPE

Status as of Effective Date

EFF_STATUS

Discount Grace Days

GRACE_DISC_DAYS

Due Grace Days

GRACE_DUE_DAYS

MICR ID (magnetic ink character recognition ID)

MICR_ID

Partial Payment Switch

PARTIAL_PY_SW

Payment Method

PAYMENT_METHOD

Payment Predictor Hold

PP_HOLD

Payment Predictor Method

PP_METHOD

Payment Terms ID

PYMNT_TERMS_CD

Reference Qualifier Code

REF_QUALIFIER_CODE

CUST_SOLDTO_SELECT

Customer

BILL_TO_CUST_ID

Sldto Priority Nbr (sold to priority number)

SLDTO_PRIORITY_NBR

CUST_CREDIT_PRFL1

Credit Class

CREDIT_CLASS

Currency Code

CURRENCY_CD

Risk Code

RISK_CODE

Rate Type

RT_TYPE

Aging Category

AGING_CATEGORY

1099-c Reporting

AR_1099C

Aging ID

AGING_ID

Backlog Days

BACKLOG_DAYS

% Over Limit (percent over limit)

CORPCR_PCT_OVR

Credit Check

CREDIT_CHECK

Credit Limit

CR_LIMIT

Corporate Credit Limit

CR_LIMIT_CORP

Corporate Credit Limit Date

CR_LIMIT_CORP_DT

Credit Limit Date

CR_LIMIT_DT

Limit Range % (limit range percentage)

CR_LIMIT_RANGE

Credit Limit Review Date

CR_LIMIT_REV_DT

Corporate Limit Range %

CR_LIM_CORP_RANGE

Currency Code

CURRENCY_CD

% Over Limit

CUSTCR_PCT_OVR

Maximum Order Amount

MAX_ORDER_AMT

CUST_SOLD_PRDALIAS

Customer Product ID

PRODUCT_ALIAS

Product ID

PRODUCT_ID

SetID

SETID

CUST_SOLD_PRODCTLG

Catalog Number

CATALOG_NBR

CUST_SOLDTO_SELECT

Ship To Customer

SHIP_TO_CUST_ID

Sldto Priority Nbr

SLDTO_PRIORITY_NBR

CUST_SHIPTO_EXCPT

From Date/Time

DTTM_FROM

To Date/Time

DTTM_TO

CUST_SHIPTO_EXCPT

Day of Week

SHIP_DAY

From Time

TIME_FROM

To Time

TIME_TO

CUST_SHIPTO_OPT1

Allow Overpick

ALLOW_OVERPICK_FLG

Cancel Backorder

BCKORDR_CNCL_FLAG

Distribution Network Code

DS_NETWORK_CODE

Status as of Effective Date

EFF_STATUS

Carton Label Format ID

LABEL_FORMAT_ID2

Ship Container Label Format ID

LABEL_FORMAT_ID3

Language Code

LANGUAGE_CD

Max Picking Tolerance (maximum picking tolerance)

MAX_PICK_TOLERANCE

Number of Days Early

SHIP_EARLY_DAYS

Days Allowed After Request Dt (days allowed after request date)

SHIP_LATE_DAYS

Partial Schedules

SHIP_PARTIAL_FLAG

Partial Order

SHIP_PARTIAL_ORD

Ship Prior to Request Date

SHIP_PRIOR_FLAG

Single Ship Flag

SINGLE_SHIP_FLAG

Store Number

STORE_NUMBER

Automated Exporter Rptg Prgm

AERP

CUST_SHIPTO_OPT1 (continued)

Carrier ID

CARRIER_ID

Export Carrier ID

CARRIER_ID_EXP

Canadian Customs Invoice

CCI_REQ_EXP

Certificate of Origin

COO_REQ_EXP

Status as of Effective Date

EFF_STATUS

Flag Orders for Export

EXPORT_ORDER_FLG

Freight Terms Code

FREIGHT_TERMS

Export Freight Terms Code

FREIGHT_TERMS_EXP

Insurance Required

INSURANCE_REQD

Military End User Flag

MILITARY_FLG

North American Free Trade Agmt (North American Free Trade Agreement)

NAFTA_REQ_EXP

Shippers Export Declaration

SED_REQ_EXP

Export Shipping Priority

SHIP_PRIORITY_EXP

Shipping Priority Code

SHIP_PRIORITY_ID

Ship Via Code

SHIP_TYPE_ID

Export Shipping Method

SHIP_TYPE_ID_EXP

CUST_SOLDTO_OPT

Status as of Effective Date

EFF_STATUS

Freight Charge Method

FRT_CHRG_METHOD

Grace Pricing Discount Days

GRACE_PRICE_DAYS

Carton Label Format ID

LABEL_FORMAT_ID2

Ship Container Label Format ID

LABEL_FORMAT_ID3

Weight and Volume

LOAD_PRICE_RULE

Exclusive Pricing ID

PRICE_PROGRAM

Arbitration Plan

EOEP_ARB_ID

Product Source

PROD_ID_SRC

Allow Product Substitutions

PROD_SUBSTITUTE

Restocking Fee

RESTOCK_FEE_FLAG

CUST_GENERAL_MISC

Default

DEFAULT_FLAG

SubCustomer 1

SUBCUST_QUAL1

SubCustomer 2

SUBCUST_QUAL2

SubCustomer

SUBCUST_USE

Support Team Code

SUPPORT_TEAM_CD

CUST_GENERAL2

SIC Code Type (standard industry classification code type)

SIC_CD_QUAL

Standard Industry Code

SIC_CODE

CUST_SOLD_HIERARCH

Classification

CLASSIFICATION

Division

PM_DIVISION

Region

PM_REGION

Syndicated Number

PM_SYNDICATED_NUM

Syndicated Data Type

PM_SYNDICATED_TYPE

Territory

PM_TERRITORY

CUST_SOLD_HIERARCH

Primary Channel

CHANNEL_PRIMARY

Customer Channel

CUST_CHANNEL

CUST_SOLDTO_SELECT

Broker ID

BROKER_ID

Sold To Priority

SLDTO_PRIORITY_NBR

CUST_SHIPTO_SELECT

Indirect Customer ID

INDIRECT_CUST_ID

Ship To Priority

SHPTO_PRIORITY_NBR

CUST_GENERAL1

Eff Date (effective date)

EFFDT

Status as of Effective Date

EFF_STATUS

Language Code

LANGUAGE_CD

Country

COUNTRY

Address 1

ADDRESS1

Address 2

ADDRESS2

Address 3

ADDRESS3

Address 4

ADDRESS4

City

CITY

Number 1

NUM1

Number 2

NUM2

House Type

HOUSE_TYPE

Address Field 1

ADDR_FIELD1

Address Field 2

ADDR_FIELD2

Address Field 3

ADDR_FIELD3

County

COUNTY

State

STATE

Postal

POSTAL

CUST_GENERAL1 (continued)

GeoCode (geographical code)

GEO_CODE

In City Limit

IN_CITY_LIMIT

Address Sequence Number

ADDRESS_SEQ_NUM

Bill To Address

BILL_TO_ADDR

Broker Address

BROKER_ADDR

Correspondence

CRSPD_TO_ADDR

Description

DESCR

Indirect Customer Address

INDIRECT_ADDR

Ship To Address

SHIP_TO_ADDR

Sold To Address

SOLD_TO_ADDR

Copy Customer

CUSTOMER_COPY_SEC

Click the Copy From Customer link on the General Info page.

Select information to copy from existing customers to new customers. You can also create customer templates that contain information that you repeat for multiple customers. If you use templates, attach a customer note to the customer template to prevent orders that are entered for them.

Customer ID

Select the ID for the customer whose information you want to copy to the new customer.

Data To Copy

Select check boxes in the Data to Copy group box to copy to the new customer.

Bill To Options, Ship To Options, Sold To Options, and Hierarchy

Enter an effective date when you select any of these check boxes.

Bill To Customers and Ship To Customers

Select to include bill to and ship to customers who are linked with the sold to customer.

Broker Customers and Indirect Customers

Select to include brokers who are associated with sold to customers and indirect customers who are associated with ship to customers, respectively. The system reads the data from the customer copy views and copies it to the associated data table. When you save the General Info page, the system saves all of the copied data for the new customer.

Career Master

Enables you to record information about how career placements should be processed for a customer including placement fee schedules, reference checks and interviews.

Job Supplement

Provides additional information about the safety precautions or equipment that is used for a specific job. You can also use the job supplement to store information of the nature of a particular type of job at the customer. The question and answer fields that appear on the Worksite Master page are set up during system implementation.

Note. You do not need to enter a job supplement every time that the customer places a similar job order. Add a new job supplement to the customer record only if the safety precautions, equipment, or physical requirements of a job are substantially different from the other job supplements that are on record for the customer.

Forms

Enables you to collect information about customers. This could include additional information about the safety precautions, physical requirements, or equipment that an applicant or employee uses for a specific job order, or any information that organization may want to collect.

Worksite Master

Stores additional information about the customer's physical plant, office environment, or campus, and helps to describe work opportunities to candidates and to orient employees to assignments that they have accepted.

To create a worksite master record, you must first create customer and contact records. The question and answer fields that appear on the Worksite Master page are set up during system implementation. To make any changes to the list of available forms or to the content of the forms, contact the system administrator.

General Information - General Info

CUST_GENERAL1

• Customers, Customer Information, General Information, General Info

• Grants, Sponsors, General Information

• Order Management, Quotes and Orders, Review Customer Information

• Customer Returns, Review RMA Information

Add or review customers' names and level information, and assign associated roles. You can also enter one or more addresses for customers and assign descriptions to each location.

Phone Information

CUST_ADDR_PHONEPOP

Click the View Phone Information link on the General Information page.

Enter customers' phone information.

Alternate Character Type

CUST_ACNAME1_SEC

Click the Alt Name 1 link on the General Info page.

Enter customer names in alternate characters. This option is available only if you enable alternate character sets for the user on the User Preferences - Overall Preferences page.

General Information - Bill To Selection

CUST_BILLTO_SELECT

Click the Bill To Selection link on the General Info page.

View role designations for bill to customers and associated sold to customers.

General Information - Ship To Selection

CUST_SHIPTO_SELECT

• Click the Ship To Selection link on the General Info page.

• Click the Ship to Selection link on the General Info - Ship To page.

Enter indirect customer information for ship to customers and view associated sold to customers.

General Information - Sold To Selection

CUST_SOLDTO_SELECT

Click the Sold To Selection link on the General Info page.

View or modify additional role designations for sold to customers. Associate ship to, bill to, and broker customers. View customer relationships and customer correspondence groups.

General Information - Correspondence Selection

CUST_CRSPD_SELECT

• Click the Correspondence Selection link on the General Info page.

• Select 0030 - Correspondence Options in the More field on the General Info page.

View or modify correspondence options.

General Information - Correspondence Options

CUST_CRSPD_OPT1

Click the Correspondence Options link on the General Information - Correspondence Selection page.

Select name and address information to use in statement, invoice, and letter headers. You can also override remit to location default values from the business unit and tailor Dunning letters, finance charge invoices, and statements for individual customers.

General Information - Remit From Selection

CUST_REMIT_SELECT

Click the Remit From Selection link on the General Info page.

View remit from customer details and other customer relationships.

General Information - Corporate Customer Selection

CUST_CORP_SELECT

Click the Corporate Selection link on the General Info page.

View corporate customer groups and other customer relationships. Corporate customers act as an umbrella over multiple customers with other role designations. The system maintains credit information for both corporate customers and bill to customers.

General Information - Additional General Info

CUST_GENERAL2

Select 0020 - Additional General Info in the More field on the General Info page.

Enter optional customer data.

General Information - Credit Profile - General

CUST_CREDIT_PRFL1

Click the Go To Credit page link on the Dun and Bradstreet page.

Select 0030 - Credit Profile in the More field on the General Info page.

Set up and review customer credit profiles. You can also enter credit limits and additional credit parameters for bill to and corporate customers.

General Information - Region Code Info

CUST_REGION_CODE

Select 0050 - Region Code Info in the More field on the General Info page.

Associate customers with multiple regions for multiple purposes, such as pricing, sales analysis, and transit lead-time calculations.

General Information - Customer Group Info

CUST_GROUP_INFO

Select 0070 - Customer Group in the More field on the General Info page.

Assign individual customers to customer groups. Group customers with similar traits and define processing criteria for the entire group instead of individual customers. Customers can share the same account distribution, pricing arbitration plan, pricing structures, reports, sales contracts, transportation lead times, and taxes.

General Information - Tax Exempt Certificate Info

CUST_TAXEXMPT_INFO

Select 0080 - Tax Exempt Certificates in the More field on the General Info page.

Set up tax-exempt certificate information.

General Information - Customer VAT Info (general information - customer value-added tax information)

CUST_VAT_INFO

Select 0090 - VAT Info (0090 - value-added-tax information) in the More field on the General Info page.

Enter customer VAT information.

General Information - Notes and General Information - Notes

CUST_NOTES

• Select 0100 - Notes in the More field on the General Info page.

• Order Management, Quotes and Orders, Review Customer Information, Notes, Customer Notes

• Customers, Review Customer Information, Notes, Customer Notes

Enter information for standard notes, to reuse for multiple customers, or for custom notes with unique messages. For example, you might have a standard note announcing a seasonal promotion or a note thanking a customer for a particularly large order.

General Information - Attachments and General Information - Attachments

CUST_ATTACHMENTS

• Select 0110 - Attachments in the More field on the General Info page.

• Order Management, Quotes and Orders, Review Customer Information, Attachments, Customer Attachments

• Customers, Review Customer Information, Attachments, Customer Attachments

Attach multimedia files, such as PowerPoint presentations, Word documents, ScreenCams, or Excel spreadsheets, to customers.

General Information - Messages and General Information - Customer Messages

CUST_MESSAGES

• Select 0120 − Messages in the More field on the General Info page.

• Order Management, Quotes and Orders, Review Customer Information, Messages, Customer Messages

• Customers, Review Customer Information, Messages, Customer Messages

Associate messages with customers to communicate timely news and process the action associated with the message.

General Information - Bill To Options

CUST_BILLTO_OPT

• Customers, Customer Information, General Information, Bill To Options

• Grants, Sponsors, Profile, Bill To Options

Enter additional billing and purchasing options for bill to customers. You can also enter customer payment options and payment terms as well as default write-off tolerances for customer account maintenance in PeopleSoft Receivables.

General Information - Ship To Options

CUST_SHIPTO_OPT1

• Customers, Customer Information, General Information, Ship To Options

• Grants, Sponsors, Profile, Ship To Options

Enter delivery and shipping parameters. You can also enter domestic and export shipping options.

Carrier Account Numbers

CUST_3RD_PARTY_IN

Click the Carrier Account Numbers link on the General Information - Ship To Options page.

Enter account numbers for customers' carriers.

Ship Exception Dates

CUST_SHIPTO_EXCPT

Click the Exception Ship Dates link on the General Information - Ship To Options page.

Set up standard times when shipments should not be delivered to customers.

General Information - Sold To Options

CUST_SOLDTO_OPT

• Customers, Customer Information, General Information, Sold To Options

• Grants, Sponsors, Profile, Sold To Options

Enter pricing and product information.

Hierarchy

CUST_SOLD_HIERARCH

Click the Hierarchy link on the General Information - Sold To Options page.

Select a classification, set up customer hierarchies, assign syndicated data types, and establish channels. The customer hierarchy is as follows, from highest to lowest level: division, region, and territory. Currently PeopleSoft standard processing does not use the fields on the Hierarchy page.

VMI Options

CUST_SHIPTTO_OPT2

Click the VMI Options link on the General Information - Ship To Options page.

Specify VMI ship to options.

Product Catalog

CUST_SOLD_PRODCTLG

Click the Product Catalog link on the General Information - Sold To Options page.

Specify available catalogs. You can modify product offerings for sold to customers by creating product catalogs that contain only those products that each customer requires. You can create two types of catalogs: inclusive catalogs, which contain all of the products that are available to customers; and exclusive catalogs, which contain the products to withhold from customers.

Product Aliases

CUST_SOLD_PRDALIAS

Click the Product Aliases link on the General Information - Sold To Options page.

Set up product aliases. You can enter products on orders or quotations using the sold to customer’s part number (product alias) or system product IDs. Both numbers appear on the order line.

VMI Options

CUST_SOLDTO_OPT2

Click the VMI Options link on the General Information - Sold To Options page.

Specify VMI sold to options.

Miscellaneous General Info

CUST_GENERAL_MISC

• Customers, Customer Information, General Information, Miscellaneous General Info

• Grants, Sponsors, Profile, Miscellaneous General Info

Enter web addresses, stock symbols, currency codes, rate types, and support team codes, and subcustomer codes.

General Information - Vendor Info

CUST_VENDOR_INFO

Click the Vendor Information link on the Miscellaneous General Information page.

View vendor information for the vendor whom you specify on the General Information - Additional General Info page.

DMS Customer 1 (Debt Management Service customer one)

DMS_CUSTOMER_1

Click the DMS Information (Debt Management Service information) link on the Miscellaneous General Info page.

This link appears only if you have enabled DMS processing on the Installation Options - Receivables page.

Enter DMS agency information for individuals or corporations.

DMS Customer 1 (Debt Management Service customer one)

DMS_CUSTOMER_2

Click the DMS Information link on the Miscellaneous General Info page.

This link appears only if you have enabled DMS processing on the Installation Options - Receivables page.

Enter individual debtor information for DMS.

DMS Customer 3 (Debt Management Service customer three)

DMS_CUSTOMER_3

Click the DMS Information link on the Miscellaneous General Info page.

This link appears only if you have enabled DMS processing on the Installation Options - Receivables page.

Enter individual debtor employment information for DMS.

DMS Customer 4 (Debt Management Service customer four)

DMS_CUSTOMER_4

Click the DMS Information link on the Miscellaneous General Info page.

This link appears only if you have enabled DMS processing on the Installation Options - Receivables page.

Enter employee debtor bank information such as the bank name, address, and account type. This page is available only if you enter employer information on the DMS Customer 3 page.

Staffing Information

CUST_STAF_INFO

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Enter customer information specific to Staffing Front Office including customer owners and related contacts.

Target Qualifications

FO_CUST_QUALIFS

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0090 - Target Qualification in the Staffing Links drop-down list box.

Enter the target qualifications of the resources that this customer normally requests. This information can be used for opportunity searches.

Resource Qualifications - Select Qualification Profile

RS_SELQUALPROFILE

Click the Profile button on the Target Qualification page.

Add target qualifications from a qualification profile.

Resource Qualifications - Search for Qualifications

RS_QUALIF_SRCH

Click the List button on the Target Qualification page.

Add target qualifications from the qualifications list.

Resource Qualifications - Select Competencies

RS_SO_COMP

Click the Competency Tree button on the Target Qualification page.

Add target qualifications from a competency tree.

Target Job Title

FO_CUST_JOBTITLE

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0110 - Target Job Titles in the Staffing Links drop-down list box.

Enter job titles of the resources that customers commonly request. This information can be used for opportunity searches.

Career Master

FO_CUST_CAR_MASTR

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0120 - Career Master in the Staffing Links drop-down list box.

Enter information about how the customer is billed for career placements, and who conducts interviews and reference checks.

Benefits

FO_CUST_BENEFITS

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0140 - Benefits in the Staffing Links drop-down list box.

Enter benefits information that the customer offers its employees.

Peak Seasons

FO_CUST_PEAK_SEASN

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0150 - Peak Seasons in the Staffing Links drop-down list box.

Enter the details of the customer's staffing requirements as they relate to seasonal variations and peaks.

Competitors

FO_CUST_COMPETITRS

• Customers, Customer Information, General Information

  Select 0180 - Staffing Information in the General Info Links drop-down list box.

  Select 0160 - Competitors in the Staffing Links drop-down list box.

• Staffing, Customers and Contacts, Add/Update Customers, Competitors

Enter information about other staffing firms with which you compete for the customer. Alternatively, you can enter information to identify competitors or customers.

Lines of Business

FO_CUST_SRVC_AREA

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0170 - Lines of Business in the Staffing Links drop-down list box.

Enter the lines of business in which the customer operates.

Job Supplement

FO_CUST_JOB_SUPP

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0180 - Job Supplements in the Staffing Links drop-down list box.

Enter additional information about certain job descriptions at the customer.

Forms

FO_CUST_FORMS

Customers, Customer Information, General Information

Select 0180 - Staffing Information in the General Info Links drop-down list box.

Select 0190 - Forms in the Staffing Links drop-down list box.

Use this page to review forms currently associated with the customer record. From this page you can also click the Add New Form button to associate more forms with the customer record.

Forms Detail

FO_CUST_FORMS_DTL

Click the Add New Form button on the Forms page.

Associate additional forms with customer records. Forms can be configured to capture extra information about the customer that is not already captured in the delivered fields in the application.

Worksite Master

CUST_WRKSTE_MSTR

Customers, Customer Information, General Information

Select 0190 - Worksite Master Page in the General Info Links drop-down list box.

Enter additional information about a customer worksite by associating forms with a customer work address.

Customer CSF

CUST_CSF

Customers, Customer Information, General Information

Select 0200 - Customer CSF in the General Info Links drop-down list box.

Select the Customer Field Definition templates that can be used when creating orders and assignments for a customer. These templates enable you to capture additional information in the order and assignment that can be sent to PeopleSoft Billing and used for invoice printing or reporting purposes.

Customer Status

Select Active or Inactive. You cannot post pending items to inactive customer accounts in PeopleSoft Receivables. Additionally, prompt lists exclude inactive customers. Their account information, however, appears on the customer pages and remains part of historical information.

Copy From Customer

Click to access the Copy Customer page and copy attributes from an existing customer or customer template. This option is available only in add mode.

Level

Select a customer level:

Prospect: Does not appear in customer ID prompts within PeopleSoft Receivables and cannot be entered on an invoice or sales order. You can enter a conversation for a prospect customer.

Temporary: Does no processing for customers.

Date Added and Since

Enter the date when you established this customer in the system. You can also specify that the customer has been a customer since a certain date, which may or may not be the date added. The current date appears by default for both fields.

In add mode, you can change the effective date for all matching effective-dated customer records by changing the Date Added field.

Type

Select a type to identify customer categories in reports. For example, User 1 might represent manufacturing customers, User 2 might represent retail customers, and so forth. Each label can be up to 10 characters long. You can modify or add translate values for this field using PeopleSoft Application Designer.

Name 1

Enter the customer's primary name. Enter the customer’s standard name in the Name 1 field on this page. You can enter an alternate name in the Name 2 field on this page if the customer has a different doing business as (DBA) name. A third name field, Name 3, appears on the Miscellaneous General Information page, in addition to the Name 1 and Name 2 fields.

Note. The system uses only the Name 1 value as a search key.

When a customer’s name changes, you can enter the new name and still maintain a record of the previous name. You can change a customer name up to two times. When you change the name for the first time, a previously unavailable field called Former Name 1 appears on the Miscellaneous General Information page and contains the previous Name 1 field value. When you change the value in the Name 1 field a second time, Former Name 2 appears adjacent to the Name 3 field on the Miscellaneous General Information page and contains the previous Name 1 field value.

Short Name

Enter a name to appear on pages when there is not room for the full name. The system populates this field with the first ten characters of the Name 1 field.

Alt Name 1 and Alt Name 2

Click to access the Alternate Character Type page and enter customer names in alternate characters. This link appears next to the Name 1, Name 2, and Name 3 fields when you enable alternate character sets for the user on the User Preferences - Overall Preferences page.

Currency Code

Select a currency code. The system uses this code as the default currency for the Credit Profile page, for displaying credit amounts, and as the transaction currency for quotations, sales orders, and RMAs. Orders and RMAs use this currency when the system generates invoices and credit memos. For multicurrency customers, the system uses this currency for multiple-currency open accounts-receivable items in business units that use this customer.

Rate Type

Enter a rate type to convert all transaction currencies to the currency code that you select on this page.

Bill To Customer

Select if the customer receives invoices. When you select this check box, the system designates the customer as a correspondence and a remit from customer, and makes those check boxes available. Only bill to customers can be correspondence or remit from customers. To change the correspondence or remit from assignments for this customer, clear the corresponding check boxes. Two additional fields appear for entry of the setID and the customer ID of the new correspondence or remit from customer. PeopleSoft Billing and Receivables use these roles.

Ship To Customer

Select if the customer receives order shipments.

Note. This is labeled Worksite Customer when Staffing Front Office or Pay/Bill Management are being used based on installation options.

Sold To Customer

Select if the customer places orders.

Broker Customer

Select to associate a broker with a sold to customer. A broker can act as a representative for a specific product line for this customer and negotiate product discounts or order goods on the customer’s behalf. The broker might also receive sample goods or courtesy copies of various documents.

The broker customer is the ordering body for the sold to customer. Brokers can place orders on behalf of a customer and receive documents such as order acknowledgements, quotation responses, and courtesy copies of sales acknowledgements and invoices.

A broker can belong to many sold to customers, and you can associate more than one broker with a sold to customer.

Indirect Customer

Select to associate an indirect customer with a ship to customer. There is no processing for indirect customers at this time.

Correspondence Customer

Correspondence customers are, by default, associated with a bill to customer. The information that you establish for the correspondence customer defines processing options, send to information, and remit to address information for customer correspondence, such as statements, finance charge invoices, and Dunning letters.

Note. If you select a customer as a correspondence customer and then decide to clear it, you must first delete the correspondence options that you set for the customer.

Remit From Customer

A remit from customer is the paying entity. All customers are their own remit from customers by default, unless you assign the customers to remit from groups in the General Information component.

Note. Remit from customer groups are valid only for bill to customers.

Corporate Customer

Select to designate a new customer as a corporate customer, or clear to assign this customer to a different corporate customer. Two additional fields for the new corporate customer setID and customer ID appear.

Consolidation Customer

Select to enable the customer to receive consolidated bills in PeopleSoft Billing. This check box is available only for bill to customers. When you select consolidation customer, you must also define a Consolidation Business Unit. The Billing Interface process (BIIF0001) uses this information to determine which business unit to use on consolidated bills. Individual bills that are attached to a consolidated bill often originate from different business units.

Grants Management Sponsor

Select to indicate that the customer is a Grants sponsor. This enables the customer information that you enter on these pages to be included in other Grants pages and processing.

Federal Customer

Select if the customer is a federal entity.

Trading Partner Code

Enter a six-digit code only for federal customers. This field is required if you select the Federal Customer check box.

IPAC Interface

Select to generate IPAC collection files for export to the U.S. Treasury. This is a federal government function, and you must select the Federal Customer check box to use the IPAC interface.

Customer Agency Location Code

Select a customer agency location code to identify the customer to the U.S. Treasury. The IPAC interface uses this code when transmitting data.

Support Team Code

Designates the team that supports the ship to customer. Set up support team codes on the Support Team Members page.

Default

Specify one of the support teams that appears on sales orders and quotes that reference this ship to customer as the default value, if you are tracking bookings and sales commissions.

Customer

If you are adding a new customer, NEXT appears until you save the page. Or you can override the NEXT and manually enter a value.

Location

Enables you to indicate an organization's different address types. For example you can specify one address to receive bills, another for shipping, a third for postal deliveries. Each address has a different location number. Every customer role must have a primary location, which the system uses on all pages where a customer address appears. The primary location, indicated by a 1, is the address that you use most often when you contact the customer, and may be different from the customer’s main address.

Bill To

Select at least one address as a bill to address if the customer is a bill to customer. You must also select one address as the primary bill to address by selecting the Primary check box.

Ship To

For intercompany transfers, the primary ship to address appears by default on the Material Stock Request - General Info page and the Express Issue page. You can only view the value on those pages; you cannot override it.

Note. Ship To addresses are called Worksite addresses when Staffing Front Office or Pay/Bill Management is installed based on installation options.

Sold To

Enter the address that receives the order, quote, RMA, and buying agreement renewal letter documents. If you select the Primary check box, the sold to address is the address location that appears by default on the sales order, quote, and RMA when you select this customer ID.

RFID Enabled

Select to indicate that orders that are shipped to this destination require RFID tags.

See Creating Radio Frequency Identification Tags.

Broker

Enter an address for the broker who receives sample goods and courtesy copies of sales order acknowledgements and invoices.

Indirect

You can associate indirect customers with ship to customers.

Correspondence Address

Enter the address that receives correspondence.

VAT Default

Click to access the VAT Defaults Setup page.

The VAT Defaults Setup page is a common page for setup of defaults for all PeopleSoft applications that process VAT transactions. On this page you can define customer defaults as applicable.

VAT Service Treatment Setup

Click to access the Services VAT Treatment Drivers Setup page.

The Services VAT Treatment Drivers Setup is a common page used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify customer service treatment defaults on this page as applicable.

Effective Date and Status

Within each location number, you can enter multiple addresses that are keyed by effective date and status.

Language Code

Enter a code for the system to use as a default value for this location.

Tax Code

This value appears by default on bill lines in PeopleSoft Billing and on sales order lines in PeopleSoft Order Management. It is available only for ship to customers; if the address that you’re viewing is not a ship to address, this field is unavailable.

Note. This field is used for PeopleSoft provided taxation coding and is not used by Taxware or Vertax.

Physical Nature

Select the default physical nature for transactions. Options are Goods or Services.

Where Performed

Select the default location for where a service is most often physically performed. Options are: Buyer's Location, Ship From Location, Ship To Location, or Supplier's Location.

Address 1, Address 2, and Address 3

Dynamic fields that the country selection determines. Enter location identifiers, such as Printing Division or Western Annex.

View Phone Information

Click to access the Country - Address Format page and enter phone information for the customer.

City

Enter the name of the city (for U.S. addresses) or town (for international addresses).

In City Limit

Select to enable third-party tax providers to determine additional city taxes for products as applicable.

Geocode

If you are using a third-party tax provider, you must click the Geocode Lookup link to retrieve the geocode.

Bill To Customer and Associate Roles

View the customer roles that you select on the General Info page in these group boxes.

Sold To Customer

View sold to customers (in the Sold To Customer and Name fields) who have the customer ID as their designated bill to customer.

Ship To Customer

Indicates the designation that you make on the General Info page.

Note. The Ship To Customer is called the Worksite Customer when Staffing Front Office or Pay/Bill Management is being used based on installation options.

Indirect Customer

Appears if you select the Indirect Customer check box on the General Info page.

Sold To Customer

The sold to customer who is associated with the ship to customer. The sold to customer name appears in the Name field.

Indirect ID

Select a value if you use indirect customers. Also, select a Ship to Priority code. Specify indirect customers on the General Info page.

Sold To Customer

Indicates the designation that you make on the General Info page.

Broker Customer

Appears if you select the Broker check box on the General Info page.

Bill to Customers, Ship To Customers, and Broker Customers

Use the fields in these grids to assign the corresponding customers to the sold to customer. Select a customer ID from the available Bill To, Ship To, or Broker ID fields. Also, enter a priority value for each. The broker who is associated with the sold to customer and designated as the sold to priority 1 appears by default in the Ordered By field on the sales order and quote header. In all cases, a priority 1 designation indicates the primary customer to use for the sales order, quote, and returned material request (RMA) created for the sold to customer.

Correspondence Customer Group

The Correspondence Customer Group group box lists all of the customers whose billing information appears on the correspondence for this customer. This group box contains only the present customer’s information, unless the customer is a correspondence customer (one who receives correspondence for other customers). The setID, customer ID, and customer name appear for each customer who is included in this customer’s correspondence group.

For example, the Selection page for customer QuickPrint Photography could list these three customers under Correspondence Customer Group:

• QuickPrint Photography

• QuickPrint Services

• QuickPrint Graphics

The correspondence information for all three customers is combined on a single document and mailed to QuickPrint Graphics. QuickPrint Graphics receives combined correspondence for itself and the other two customers. QuickPrint Services and QuickPrint Photography do not receive correspondence.

Primary Contact and Primary Address

View the field values with their corresponding sequence numbers.

Effective Date and Status

The system populates these values from the General Information - Correspondence Options 1 page by default.

Suppress Contact

Select to prevent letters from being addressed to the primary contact.

Primary Contact

Select to have correspondence addressed to the primary contact.

Override

Select to correspond with someone other than the primary contact. Then select the sequence number of the other contact person from the available values

Address

Select a customer correspondence address:

• Contact Address: Use the primary contact or an override contact.

• Primary Address: Use the correspondence customer’s primary address.

• Item Address: Use the address that is associated with the item.

• Override: Use an alternate address for the correspondence customer.

Remit to Type

Select a remit to type:

Default Remit To: Use as the remit to address for Open Item statements.

Balance Forward: Use as the remit to address for Balance Forward statements.

Bank and Account

Select the preferred bank code and account. The system populates the corresponding bank type.

Dunning ID, Overdue Charging, and Statements

The options in these group boxes enable you to override the default IDs that you set at the business unit level. Dunning and statement IDs determine when to exclude items from correspondence and when not to send the letter or statement. Overdue charging generates overdue charge documents for a customer, creates new overdue charge items that you can post to a customer’s account, or both.

To apply different guidelines to a customer, select a valid ID and group in each of the three sections of this page. If you override the default value, the ID appears here; if you accept the default value, it doesn’t appear here.

Dunning Hold, Assess Overdue Charges, and Statement Hold

Select any of these check boxes to prevent the system from creating letters, finance charges, or statements for this customer. These check boxes are useful when, for example, a customer’s account is in dispute and you don’t want to send any correspondence until you resolve the issue. The associated hold date appears when you apply a document hold to a customer. The current date appears as the hold date by default.

Note. The system ignores document holds when you request a statement, finance charge, or Dunning letter for a single customer or a single correspondence customer.

Dunning Group, Overdue Charge Group, and Statement Group

Select to group customers for statement, Dunning letter, and overdue charge processing. When you run the Statements process (AR_STMTS), the Overdue Charge process (AR_OVERDUE), or the Dunning process (AR_DUNNING), specify to generate only statements, overdue charge invoices, or Dunning letters for customers in a specific group. Select one of the options for assigning a customer to a group.

Remit From Customer Group

Indicates a remit from customer. If the customer is not a remit from customer, clear the Remit From Customer check box on the General Information - General Info page, and then enter the setID and customer ID for the appropriate remit from customer.

Corporate Customer Group

View all the customers who are attached to the corporate customer.

Standard ID Qualifier

Select a translate value that lists credit and reporting services in various countries.

If you use trade credit organizations other than those provided, you can add field values to accommodate that information. Consult the PeopleTools documentation when making that change. The ID number that is associated with the qualifier appears.

DUNS Number (with edit): If you select DUNS Number (with edit) (Dun and Bradstreet number with edit), the system prompts you to select a setID and Dun and Bradstreet (D&B) number.

DUNS Number (no edit): The DUNS Number (no edit) (Dun and Bradstreet number no edit) option is for companies that do not have the D&B interface installed or do not use the D&B component and want to maintain the information manually. Additionally, the DUNS Number (no edit) option has a Credit File check box that you can use as you like.

DUNS +4 Suffix:This option is used to distinguish individual credit entities within a larger organization using the entity's Dun and Bradstreet number followed by a 4 digit suffix.

Note. You may want to inactivate a DUNS number translate value that you are not using.

Return to Previous Panel

Click the Return to Previous Panel button to access the Dun and Bradstreet component to view or enter D&B information for the customer or to purchase a report. This button is active only if you select DUNS Number (with edit) in the Standard ID Qualifier field and you accessed the page from the Dun and Bradstreet component.

SIC Type (standard industry classification type)

Select a value to specify the classification format that is used in Canada, France, Germany, the U.K., or the U.S. Major industry types and subsets within industries use standard industry classification codes in various countries to group and facilitate reporting and analysis.

SIC Code (standard industry classification code)

Select a value to specify the industry classification that is appropriate to the customer. Industry codes are listed by type in the appropriate categories and language. You can add rows to include this customer in additional types and classifications.

Effective Date

Additional customer credit information is keyed by this date to enable you to keep a history of changes that you make to the customer’s terms and to enter changes that go into effect on a future date.

Credit Class

Select to group customers by defining additional credit categories.

Risk

Select as an indicator of the customer’s past credit history.

Currency Code

Enter the currency for credit-checking algorithms and for displaying credit amounts.

Rate Type

Enter a type to convert all transaction currencies to the currency code that you select on this page.

Collection

PeopleSoft Receivables uses this check box for informational purposes only. Changing a customer’s status to collection has no effect on item or payment processing.

Status

Select a status (from those that you define on the Collection Status page) when you turn over a customer for collection. Status codes vary according to business practices; for example, they might represent different collection agencies that you use.

Dispute

PeopleSoft Receivables uses this check box for informational purposes only. Changing a customer’s status to dispute has no effect on item or payment processing.

Status

Select a status (from those that you define on the Dispute Status page) when you place a customer in dispute. As with collection status codes, dispute status codes vary by business. They usually indicate the cause for dispute, such as a pricing error or an incorrect shipment.

Amount

Enter the disputed amount. This value can be the customer’s account balance, the amount of a single item, or some other amount. It can be a negative or positive value.

Effective Date and Status

Use these fields to maintain credit information.

Credit Check

Select to have the system check this customer’s credit and reject orders when the customer exceeds the credit limit. The system includes only Open orders in the credit-checking calculations; it ignores orders in any other status.

Important! The Credit Check check box on the Order Group Terms page takes precedence over the Credit Check check box at the customer level. When you clear the Credit Check check box on the Order Group Terms page, the system will not perform credit checking regardless of how you set credit checking on this page. If you activate the Credit Check check box, then you must also activate it at the customer level. This enables credit checking on a per-customer basis.

Note. If the PeopleSoft Order Management Business Unit has credit checking enabled, then all bill to customers using that business unit are expected to have credit profiles. A missing credit profile will result in the orders for that customer in the business unit being put on hold.

Note. All fields except the Credit Limit Review Date are unavailable until you select this check box. These fields, except the Range % field, are applicable only when the system runs credit checks through PeopleSoft Order Management.

Credit Limit Review Date

Enter the date on which to reevaluate the credit limit. This date applies to both the credit limit and the corporate credit limit.

Currency Code

Enter a currency to use for credit information. This value appears by default from the Miscellaneous General Info page. For multicurrency customers, the system uses this currency for multiple-currency open accounts-receivable items in business units that use this customer. The system converts all open items to this common currency for credit checking.

Maximum Order Amount

Enables you to set a limit on individual orders for this customer.

Backlog Days

Select the number of backlog days to include in the credit-available calculations. For example, if you select 60, when the system calculates credit available, it subtracts order lines that are scheduled to ship within 60 days. This part of the credit-checking algorithm is sometimes referred to as potential accounts receivable. The system calculates potential accounts receivable (backlog due to ship within a specified number of days) only for bill to customers.

Credit Limit

Applies to the bill to customer, and workflow processes can reference it. When a bill to customer exceeds the credit limit, for example, the system adds this customer to the worklist of the workflow user who is assigned to the customer, indicating that the user should review this customer’s account.

Note. A blank Credit Limit field represents unlimited credit, even if you select the Credit Check check box on this page and establish credit checks on the Credit Processing page. To indicate that a customer does not have unlimited credit, enter an amount, which could be as little as .01 or as high as the customer’s credit worthiness allows.

% Over Limit (percentage over limit)

Enter a percentage by which you allow customers to exceed their credit limits before hold processing takes effect. If you enter 2%, for example, the system adds two percent of the customer’s credit limit to the available credit amount. Depending on the percentage that you enter, the credit limits might be higher than those that you originally established for the customer.

Range %

Enter a percentage to represent a comfort level that is relative to this customer’s credit limit. PeopleSoft Receivables uses this value. You can flag some customers, for example, when they get within 80 percent of their credit limits; alternately, you can allow other customers to use 110 percent of their credit limits.

Date

Enter the credit limit date. This date is distinct from the effective date so that changes to the credit limit or other credit information remain independent of each other.

Corporate Credit Limit

Enter an amount if the customer is a corporate customer. The credit limit amount appears by default, but you can override that value. You can also enter a percentage over limit, a range percentage, and a date.

% Over Limit

Enter a percentage by which you allow corporate customers to exceed their credit limits before hold processing takes effect.

Range %

Enter a percentage to represent a comfort level that is relative to this corporate customer’s credit limit. PeopleSoft Receivables uses this value.

Date

Enter the credit limit date.

Aging ID and Aging Category

If a customer has an outstanding balance in the specified aging ID at the specified aging category or older, the system might place all orders for that customer on hold, even if the customer has not reached the credit limit. The system places these orders on hold only if you assign a hold code for the Outstanding AR (outstanding accounts receivable) field on the Credit Processing page in PeopleSoft Order Management. Regardless of the aging ID and aging category that you specify on this page, PeopleSoft Receivables uses all of the applicable aging IDs and aging categories to calculate a customer’s outstanding items.

Note. Even if you elect to forego credit checking for a customer, the system checks for values in the Aging ID and Aging Category fields and places orders on hold if there are open receivables that meet or exceed the specified parameters.

Customer Group

Associate customers with multiple groups.

Group Type

Associate multiple Customer Group values with these types: Accounting, Allocation Group, Buying Agreements, Collection, Direct Debit, Draft, Forecasting, Freight, Pricing, Pay/Bill Management, Pricing Arbitration Plan, Reporting, Tax, or Transportation.

Note. A customer cannot be assigned to more than one of these Customer Groups: Forecasting, or Pricing Arbitration Plan.

Exemption Certificate and Issuing Authority

Record multiple tax exemption certificates for each customer and select an authority type to classify the issuing authority. For each exemption certificate, enter an effective date, status, issued date, and expiration date.

Tax Exempt Category

Specify the exemption category for which the customer qualifies with this purchase:

Blanket: Exemption category exists for all purchases of this type.

Single Purchase: Exemption category exists for the specified purchase only.

Other: You've defined another exemption category.

Exempt License Exists

Select the check box to denote that a tax-exempt license is issued to the customer.

Country and Home Country

Add rows for as many countries as you need to define, and then select one country as the home country.

VAT Registration ID (value-added tax registration ID)

Define for each country.

Effective Date and Status

Specify the effective date and status for each exception you enter.

End Date

Enter the date the exoneration or suspension ends, if applicable.

Exception Type

Select the type of exception. Options are:

Exonerated: Select if the VAT entity is permanently excused from paying VAT.

Suspended: Select if the VAT entity is temporarily excused from paying VAT.

VAT Certificate ID

Sometimes a government issues a certificate to show proof of an exception. Use this field to enter the VAT Certificate ID that was issued.

VAT Default

Click to access the VAT Defaults Setup page.

The VAT Defaults Setup page enables you to set up VAT defaulting for all PeopleSoft applications that process VAT transactions. On this page, you can define customer defaults as applicable.

VAT Service Treatment Setup

Click to access the Services VAT Treatment Drivers Setup page.

The Services VAT Treatment Drivers Setup is a common page used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify customer service treatment defaults on this page as applicable.

Sequence

Determines the order in which notes are printed on the selected documents.

Classification

Select a value:

Standard: Assigns a standard note. For this value, select a standard note code. Standard notes are created on the Common Definitions Standard Notes page.

Custom: Creates a custom note. For this value, select a note type, and then enter the custom note in the text field.

Use Predefined Standard Note

Select this option to use a predefined note for a customer note.

Note Code

Enter the note code for this note. If you are using predefined standard notes, select the standard note to assign to this page or type in the note code. The note type, note text, key words, and print on documents appear.

Note Type

For custom notes, select the note type for the note.

Print On Document

For custom notes, enter the print location for notes. You can print notes on invoices, bills of lading, order acknowledgements, picking plans, and quotations without additional configuration.

Add

Click the Add button to browse for and add an attachment.

View

After you upload an attachment, click the View button to view it.

Attached File

After you upload an attachment, its name appears here.

Attachment Type

Enter the file type, and add a Description of the multimedia item that you’re attaching.

Note. Attachment type is not a file extension, but a categorization of the attachment defined through system configuration.

Sequence Number

Identifies each message. You can attach multiple messages to each customer. The system assigns a sequence number of 1 to the first message. Up to three messages at a time appear on this page.

Message

This field is blank if you select a customer for whom no messages are entered. In this case, select a message code to assign to the customer. The full message description appears in the text box.

Start Date and End Date

Indicates the date on which the message goes into or out of effect. The current date appears by default as the start date. The date 12/31/2099 appears by default as the end date. You can change either of the default dates.

Action

Indicates the action (None, Reject, or Hold) that you assign to the message on the Messages page.

Hold Code

Indicates the code that you associate for the hold action.

Effective Date

Bill to options are keyed by the effective date to enable you to keep a history of any changes that you make to the billing options, and to enter changes that go into effect on a future date.

Credit Analyst, Collector, Billing Specialist, and Billing Authority

Select predefined personnel codes for those who will work with this customer. PeopleSoft Billing and Receivables uses these fields. Credit Analyst and Collector are required fields for bill to customers.

AR Specialist (accounts receivables specialist)

Select the code for the person who PeopleSoft Receivables assigns as the initial owner for the customer's deductions and disputed items. If you do not enter a value, the system uses the AR specialist whom you assign to the Receivables business unit. If you assign an AR specialist to an entry reason on the Automatic Entry Type - Selection page, the system uses that specialist.

Bill Inquiry Phone

The number that is printed on customers' invoices for them to call with questions about their bills. PeopleSoft Billing uses this field.

Direct Invoicing

Select for PeopleSoft Billing to provide a streamlined process that extracts sales order, project resource lines, and intercompany transfer information for subsequent processing in PeopleSoft Billing. In PeopleSoft Order Management and Inventory, this processing occurs immediately after shipping depletion; in PeopleSoft Project Costing, this processing occurs after you click the Generate Invoice or Generate Pro Forma buttons on the Manage CA/PC Bills page. Subsequent processing includes calculating VAT (for project resource lines and intercompany transfers), printing invoices, creating accounting entries, and initiating vouchers.

Prompt for Billing Currency

Select to have the system prompt you for the billing currency when adding a new bill for the customer. You can add the new currency in any decimal precision. If in bill entry you change to a customer with a different currency, and you select this check box, the system prompts you to enter the desired currency. You can enter a new currency or keep the customer's default currency. You are not required to enter a new value.

Freight Bill Type

Select to designate the time to bill freight.

Bill Type

Select a bill type identifier other than the one that you define on the Accounting and Billing page. Set up a bill type at the customer level to control processing in PeopleSoft Billing by customer and order versus at the PeopleSoft Order Management Business Unit level. The bill type appears by default on the Bill To section of the Order Entry Form page during order entry. If you haven't set up a bill type on this page, the bill type identifier appears by default on the Accounting and Billing page.

Billing Cycle Identifier

Used in PeopleSoft Billing to group billing activity by a common invoicing schedule. For example, a cycle might represent a monthly or weekly schedule for invoicing.

Invoice Form

Enter an identifier for the formatting options to use to determine the sorting and summarization levels for invoice information.

Bill By Identifier

Enter a value to determine the criteria that the system uses to group billing activity into a single bill. The system uses this value for billing activity imported through the Billing Interface from an external source. For intercompany transfers, select a bill by identifier that you set up for this purpose on the PeopleSoft Billing Bill By Identifier page.

Note. The system requires at least one bill by if you use PeopleSoft Billing and the Billing Interface.

AR Distribution Code (accounts receivable distribution code)

Select the code that is associated with the valid combination of ChartField values to use when generating accounting entries for PeopleSoft Receivables. The system populates the Receivables ChartField values on the bill according to the code that you select. If you do not have PeopleSoft Billing installed, this field is unavailable.

Consolidation Key

Assign a value to associate groups of bills to consolidate. This free-form field enables you to create labels that best suit business needs.

Customer ID

Select a value to determine which consolidation customer (defined on the General Info page) receives the consolidated bill for this bill to customer.

Purchase Order Required

Select if the customer requires a purchase order on all orders. PeopleSoft Billing does not use this field, yet PeopleSoft Order Management does.

InterUnit Customer

Select to establish a customer for interunit transactions that are defined as intercompany transfers in PeopleSoft Inventory. Leave this field blank for all other customers.

General Ledger Unit

Enter the unit that this PeopleSoft Billing interunit customer represents. The value that you enter here appears by default on the bill to General Ledger business unit on the Standard Billing - Header - Info 1 page. If you do not select a value, you must enter a General Ledger business unit on the bill at bill entry. For PeopleSoft Inventory intercompany transfers, however, the system requires that you enter a value here.

If the customer is an interunit customer and is identified as a vendor on the Additional General Info page, both should have the same General Ledger Unit option or affiliate.

Reference Qualifier Code

Select a default value for lockbox processing and online entry payment reference information in PeopleSoft Receivables.

PO Number (purchase order number)

Enter a default number to use for all orders that this bill to customer places. When the end date passes, the blanket purchase order (PO) number no longer appears by default on the sales order header when you select this bill to customer.

Immediate Payment Required and Deposit Percent

Select this option if you want to force a payment at the time of the order for the goods the customer is taking with them. When this option is enabled, the Deposit Percent field on the customer record is defaulted to 100%, which will require the customer to pay in full for the goods that the customer is not taking with them at order time, for example, a backorder or special ordered item. The Deposit Percent can be modified on the customer record as necessary.

Payment Method

Select the customer’s default payment method.

Draft Type

Select a draft type that you previously defined on the Draft Type page.

Direct Debit Group

Specify the group to which the customer belongs. The system uses direct debit groups to identify groups of customers to process simultaneously. The group names are predefined.

Bank Account

Indicates the bank account from which the system collects direct debits for this customer. You can change this value on the direct debit worksheet. This magnetic ink character recognition (MICR) ID serves as the primary direct debit account from those accounts that you assign to the remit from customer on the MICR Information - Address page.

Draft Document Required

Specifies whether you will create a draft document for the customer if the payment method is by draft. When you create a document, the system prints a draft document for the customer. If you do not create a document, the system prints only a draft statement.

Draft Approval

Select a value:

Preapproved: Submits the draft to the customer’s bank for payment without the customer’s sign-off.

Approval Required: Sends a draft document to the customer for review and approval before submitting the draft document to their bank.

Direct Debit Profile ID

Select a value if Direct Debit is the payment method. Direct debit profiles establish parameters, such as item exclusions, customer exclusions, approval limits, and processing options. Set up profiles on the Profile page.

Payment Terms ID

Select a default ID for the customer. You can override this value by entering payment terms directly on the Pending Item 1 page. If you do not set payment terms for the customer, the system uses the terms that you associate with the business unit on the Receivables Options - Payment Options page. Establish codes during setup on the Payment Terms page.

Discount Grace Days and Due Grace Days

Enter the number of additional days, beyond agreed payment terms, that you allow the customer to take the discount or to pay the invoice. The leeway is taken into account for the earned discount calculations on payment worksheets and by the Payment Predictor process. If you do not enter values in these fields, the system uses the default values that you set for the business unit on the Receivables Options - Payment Options page.

Partial Payment Switch

Select to allow partial payments for underpayments and to take unearned discounts when you use the #DTL_TLR algorithm group. You must also select a Payment Predictor method that executes #DTL_TLR.

If you clear this check box, the system uses the values that you specify on the Receivables Options - Predictor Detail page to determine whether to create a write-off or adjustment item for underpayments overpayments when Payment Predictor runs the #DTL_TLR algorithm group.

Payment Predictor Hold

Select to prevent Payment Predictor from processing a customer’s items.

Method

Specify the Payment Predictor method to use when the system applies payments from the customer. If you don’t enter a method here, Payment Predictor uses the method that you specified for the business unit on the Receivables Options - Payment Options page. You can specify that the Payment Predictor method overrides only for bill to customers who are also remit from customers. If you enter a Payment Predictor method for a customer who is not a remit from customer and then attempt to save the record, the system issues an error message.

Holiday Options

Define default rules that the system uses to change the due date for the customer when the date falls on a bank holiday. The system uses the bank account that you assign to the correspondence customer to determine bank holidays. If you do not set up bank holiday rules for the customer, the system uses the rules that you define for the business unit on the Receivables Options - General 1 page.

Select a value:

Not Applicable: Does not change the due date.

Due After Holiday: Changes the due date to one day after the holiday.

Due Before Holiday: Changes the due date to one day before the holiday.

Days

The number of days to move the due date to accommodate the holiday.

Allow due date in next month

Select to permit the new due date to fall in the next month, if you select Pay After Holiday as the holiday option. If you do not select this check box, the system adjusts the due date to the last business day prior to the original due date.

Maximum Write-Off Amount

Enter the maximum amount that you can write off for either an individual item or for the remaining balance for a match group. The system writes off an amount below the maximum amount if it does not exceed the percentage of the item's original amount or the percentage of the remaining balance for a match group. For example, if you enter an amount of 25.00, the process writes off amounts up to 25.00 AUD. However, if you enter a Maximum Write off Percent of 10 percent and the item's total original amount is 240.00 AUD, the system will not write off more than 24.00 AUD.

For no limit, enter all 9s. Enter 0 or leave the field blank to have no write-offs for the customer.

Maximum Write-Off Percent

For the maintenance worksheet, enter the maximum percentage of the item amount that the system can write off. The write-off percent applies only to write-offs for individual items not for remaining amounts for items or match groups.

For the Automatic Maintenance process, enter the maximum percentage that the remaining balance can be for a match group. The process adds the total debits or totals credits and divides the higher amount by the remaining balance for the match group to determine the percentage that can be written off.

The maximum percentage that you can enter is 100. For no limit, enter 100.

Days Until Write-Off

Enter the minimum age of items before the system automatically writes them off. For example, if you enter 30, the system cannot write off an item until it has been in the system for 30 days. For no limit, enter 0.

Effective Date

Ship to customer options are keyed by effective date to enable you to keep a history of any changes that you make to the customer’s rules and to enter changes that go into effect on a future date.

Distribution Network Code

Enter the appropriate code for the customer. If you leave this field blank, enter a default distribution network code or Ship From Inventory Business Unit on the Shipping and Returns page for the PeopleSoft Order Management Business Unit.

Store Number

Enter a value to help identify the location. This value appears by default on the order header; you can use this value as an alternate search criterion when you enter a quote or sales order.

Single Ship Flag

Select Yes to ship all of the schedules that make up an order together. If you use single shipments, the Yes value is not available for the Partial Order field.

Carton Label Format ID and Ship Container Label Format ID

(Optional) Used in PeopleSoft Inventory to generate bar-coded shipping labels.

Note. You can also use the Overview of the Source of Ship From Inventory Business Unit to enter format IDs for sold to customers. If you establish format IDs for both sold to and ship to customers, the system uses the ship to values. If you enter values only at the sold to level, the system uses those values for all ship to customers who are associated with the sold to customer.

Allow Overpick

Select to pick more than you requested.

Max Picking Tolerance

Select a maximum picking tolerance for the system to pick in PeopleSoft Inventory if you select Allow Overpick.

Ship Prior To Request Date

If you select Yes, then enter a value in the Number of Days Early and the Days Allowed After Request Date fields; do not leave them blank. A blank in either of those fields equals 0 and has no effect on processing. You can use those fields to manage shipping options.

Days Allowed After Request Date

Enter the number of days beyond the requested arrival date that a customer accepts a delivery.

Number of Days Early

Specify the number of days before the scheduled arrival date that the customer accepts delivery, if the customer accepts early shipments. The system calculates the early ship date by subtracting the number of days early from the scheduled ship date on the schedule.

Partial Schedules

Indicates whether the customer accepts partial shipment schedules.

Partial Order

Indicates whether the customer accepts partial orders.

Cancel Backorder

Select Yes if the customer prefers not to receive backorders.

Ship Via, Freight Terms Code, Carrier ID and Priority

Specify which shipment method to use for domestic and export shipments for this customer. You can use shipping priority codes as the final sort option for fulfilling orders on the General Information - Ship To Options page.

Canadian Customs Invoice

Select for shipments from the U.S. to Canada to include the required invoice.

Shippers Export Declaration

Select to include the reporting document for the U.S. Department of Commerce that details all freight moving from the U.S. to other countries.

Certificate of Origin

Select to include the U.S. certificate that guarantees that goods are of U.S. origin (purchase or manufacture).

NAFTA (North America Free Trade Agreement certificate of origin)

Select to include the NAFTA Certificate of Origin.

Insurance Required

Select if orders for the customer need to be insured when exported.

Flag Orders for Export

Select to note that orders for the customer require export documentation.

Note. Select this check box to create bills of lading for sales orders and intercompany transfers. This setting appears by default on the Stock Request Summary page, where you can override it.

AERP (automated exporter reporting program)

Enter the AERP that the U.S. Bureau of Census assigned. The system uses this setting in a future interface to a Third-Party Export Compliance system.

Military

Select to note that the customer is either in the military or sells to customers who are part of the military. The system uses this setting in a future interface to a Third-Party Export Compliance system.

Copy

Click to copy exception shipment schedules.

From Date and Time and To Date and Time

Enter dates to specify a time frame to prevent deliveries from being made.

Day of Week

Enter the weekday on which you plan to restrict deliveries. You can specify the entire day for exception or define a time frame during which deliveries should not be made.

Effective Date

Sold to customer options are keyed by effective date to enable you to keep a history of any changes that you make to the customer’s rules and to enter changes that go into effect on a future date.

Allow Product Substitutions

Select to indicate that the customer will consider alternate products if the requested product is not available at order entry. The customer can also select substitute products during the picking process from PeopleSoft Inventory.

Important! If you do not select this check box, alternate products do not appear during order entry, even if you set up product alternates on the Alternates page. Also, product substitutions cannot occur during the fulfillment process if you do not select this check box.

Restocking Fee

Select to charge the customer restocking fees for returned goods. The setting appears by default on the RMA Form (return material request form) page, where you can modify it.

Freight Charge Method

Select a method if you use PeopleSoft Order Management freight charge calculations.

Carton Label Format ID and Ship Container Label Format ID

(Optional) Used in PeopleSoft Inventory to generate bar-coded shipping labels.

Note. You can also use the General Information - Ship To Options page to enter format IDs for ship to customers. If you establish format IDs for both sold to and ship to customers, the system uses the ship to values. If you enter values only at the sold to level, the system uses those values for all ship to customers who are associated with the sold to customer.

System Product ID and Customer Product ID

Select to enter products on orders or quotations using the customer's part numbers (product aliases) or system product IDs. Both numbers appear on the order line. To make customer part numbers available at order entry, set up product aliases by customer on the General Information - Product Aliases page. The system product ID or customer product ID appears by default on sales orders for sold to customers, depending on which of these two values you select.

Grace Pricing Discount Days

Designate the number of days to extend discounts on prices that have reached their expiration dates.

Exclusive Pricing ID

Enter a default value for the customer during order entry. The Exclusive Pricing ID is an arbitration plan that applies specific price rules to a sales order.

Weight and Volume

Enter a value to use weight and volume pricing. This is an arbitration plan defined specifically for weight and volume pricing.

Arbitration Plan

Determines the sequence in which the system applies discounts or surcharges in the price rule to base or list prices. If you do not associate an Arbitration Plan with a sold to customer, the system uses the default Arbitration Plan that you designate on the Arbitration Plan page. The exclusive pricing ID takes precedence of the arbitration plan. If the system finds no price adjustments for the exclusive pricing ID, it searches for price adjustments using the arbitration plan.

VMI Order Consolidation

Specify how the sales order requests generated in VMI replenishments will be grouped. The options are:

None: Select to instruct the VMI replenishment process to generate a separate order for every replenishment request.

Ship To Customer: Select to instruct the VMI Replenishment process to combine all replenishment requests for the same ship to customer on the same sales order or material stock request.

Sold To Customer: Select to instruct the VMI Replenishment process to combine replenishment requests for the same sold to customer on the same sales order. This will apply only to sales orders for non-consigned customers.

Receipt Verification

Check this option if you perform receipt verification where you acknowledge receipt of goods at the VMI location. Shipments will be assumed in-transit until the verification is received.

Note. If the check box is unchecked, you will not be sending receipt acknowledgements and, therefore, the autoputaway feature for interunit shipments will be invoked.

Order Verification

If the check box is checked and the VMI Hold Code is defined on the Hold Processing page for the PeopleSoft Order Management Business Unit, all orders will be created with VMI hold assigned. Orders should be reviewed and approved before they are released to PeopleSoft Inventory.

Classification

Classify customers as major or minor customers based on their priority or profitability, for example.

Division

Represents the highest level in the hierarchy.

Region

The sold-to region allows regions with a region category of Pricing only.

Territory

Define a territory to further establish a customer hierarchy.

Syndicated Data Type

Enter syndicated data information about customer activity.

Syndicated Number

Select a number for each customer.

Customer Channel

Segments customers for reporting, trade spending, and integration with PeopleSoft Demand Planning. The customer channel is also known as a class of trade. Examples of channels include:

• Retail

• Wholesale

• Government

• Military

Primary Channel

Select a primary channel if you use multiple channels.

Catalog Number

Insert or delete as many catalogs as necessary to establish a list of catalogs that are available to the customer during order entry.

Include Type

Indicates whether this is an inclusive or exclusive catalog, as defined on the Product Catalogs page. This check box is active for inclusive catalogs only.

If you have a product set up on an exclusive and inclusive catalog that is linked to the same customer, the system ignores the inclusive catalog.

Note. You can include a product group in a catalog only if you designate the catalog as a Product Catalog group type on the Product Group page.

Customer Product ID

Enter the part number (or name) that this customer uses to reference the system product ID.

VMI Enabled Customer

Indicates the Ship-To is used for Vendor Managed Inventory.

Note. This check box should not be selected until the proper value for the Goods Consigned at Customer check box is known.

VMI Manager

Enter the employee responsible for approving and overseeing orders generated for the VMI customer, this should be a role.

Goods Consigned at Customer

Indicates that goods are not owned by the customer and are not paid for until they are consumed. They are not billed at shipment.

Note. The Goods Consigned at Customer check box cannot be deselected, if the customer is associated to either an open storage location or a VMI item.

Source Business Unit

Identifies which PeopleSoft Inventory Business Unit generally supplies the customer.

Customer PO Number

This PO ID can be included on the sales order acknowledgement.

Lot Control, Serial Control, Container Control and Staged Date Control

Check the appropriate flags to indicate whether lot, serial, container, or staged date information is maintained at the VMI business locations. If lot, serial, or container information is maintained at the VMI customer, all transactions received from that customer will contain this item detail. If lot, serial, or container information is not maintained at the customer, this information will not be included on the transactions, and this inventory will need to be depleted using FIFO logic. If the consignment flag is on, these flags will be on also. These flags may not be updated if there is inventory on hand or in transit to the Ship-To Customer.

Stock-In Rate

The percentage of time that you want to have stock on hand for an item. Used to calculate some of the replenish parameters.

Reorder Range Check

The request process will create a request if the supply quantity is above the reorder point but below a given percentage.

Reorder Quantity Option

Indicates the request order size: EOQ, Min/Max, or Static.

Reorder Range Percentage

Used if Range Check is turned on.

Replenishment Calculation Period

The number of days prior to the current date to search for history in calculating the replenishment parameter.

Name 1, Name 2, and Name 3

Enter customer names. The system uses the primary name in the Name 1 field on the General Info page as the search key. Also, Former Name 1 and Former Name 2 appear once there is a former name 1 and subsequently a former name 2.

Tax ID

The corporate equivalent of a social security number. Some export documents in PeopleSoft Order Management require this information.

Vendor SetID and Vendor ID

Select values to associate customers and vendors. If you installed both PeopleSoft Receivables and Payables, you can generate a report that includes combined Receivables and Payables balances.

Vendors and customers have a one-to-one relationship. To maintain that relationship, the system ensures that any changes that are made to a vendor-customer association are updated on the customer record and the vendor record. When you assign a PeopleSoft Receivables customer to a particular vendor or when you change a vendor assignment, the system handles the request as follows:

• If you select a vendor that was previously assigned to another customer, the system alerts you and rejects the request.

  To make this change, dissolve the other vendor-customer association; then return to the first customer and enter the vendor information again.

• If you select a vendor that was not previously assigned to another customer, the system accepts the customer record change and updates the vendor record with the correct information. If the customer record pointed to a different vendor before you made the change, the system also updates the old vendor record to reflect a blank customer.

Vendor Information

Click to access the General Information - Vendor Info page and view details about the vendor-customer relationship.

Workflow User

Indicates who in the organization receives workflow items for this customer. Any worklist entries that are associated with this customer appear on the worklist of the person whom you indicate.

Customer Website (web uniform resource locator)

Opens the customer's URL. Include http:// in the URL to activate the link.

Stock Symbol

Click to view the stock quotation of a customer. You must establish the connection on the URL Maintenance (uniform resource locator maintenance) page.

DMS Information

Click to access the DMS Customer (Debt Management Service customer) component on which you enter debtor information for DMS processing.

This link appears only if you have enabled DMS processing on the Installation Options - Receivables page. The information that you enter in this component is used for the DMS outbound file.

SubCustomer

Select, for individual customers, to activate the appropriate number of subcustomer fields. You must set default values for each active field. You cannot modify this option if a customer has open items in PeopleSoft Receivables.

In PeopleSoft Receivables, you can override subcustomer default values on item pages. However, when Payment Predictor creates a new item, such as an on-account payment, the system uses the default values and prevents you from overriding them. If you select this check box and a customer has subcustomer data, the system populates this information on the sales order and passes it to PeopleSoft Billing. You can also add subcustomer information during sales order entry.

Agency Debtor ID

Enter a unique name that can be applied to the customer. The outbound interface uses the customer ID if there is no agency debtor ID.

DMS Debtor Type

Select the type of customer with which the delinquent debt is associated. Values are Individual, Corporation, Joint Venture, Other, Partnership, Sole Proprietorship, and State/Local Government.

Taxpayer Information

Select Social Security Number for individuals or Employee Identification Number.

Date of Incorporation

For corporations, enter the date on which the corporation was formed.

State of Incorporation

For corporations, select the state in which the corporation was formed.

Agent Name

Enter the agent name, if applicable.

DUNS Number

Enter the Dun and Bradstreet number that is associated with this customer.

Alias Business Name

Enter an alias name for the business, if applicable.

Contact Name

Enter a contact name, if applicable.

Attorney Name

Enter the attorney name, if applicable.

Generation

Select as applicable: Jr., Sr., I,II, III, IV, or V.

Alias Type

Select the type of alias, as applicable:

• AKA (also known as).

• DBA (doing business as).

• FKA (formerly known as).

Property Type

Select the property type, Real or Personal, for the individual.

Property Name

Enter a descriptive name for the property.

Federal Military Emp (federal military employee)

For federal military employees, select the employment status. Values are Active, Retired, and Neither.

Gross or Net

Select whether the specified salary is at Gross or Net.

Salary Cycle

Select the appropriate salary payment frequency. Values are Annually, BiWeekly, Monthly, Other, and Weekly.

Federal Civilian Emp (federal civilian employee)

For federal civilian employees, select the employment status. Values are Active, Retired, and Neither.

Description

Enter the name of the bank.

1st Account Type, 2nd Account Type, and 3rd Account Type

Enter the types of bank accounts. Values are Checking, Savings, and Money Market.

User ID

Enter the IDs of the individuals who are most closely related to and responsible for acquiring or servicing the customer.

Owner Type

Enter Other, Sales User, or Service User to define the role of the individuals

Percentage

Enter the percentage of ownership each individual has in the customer.

Contact ID

The ID for the contact associated with the customer.

Name 1

The contact name.

Type

The category of the qualification, such as Competency, Language, License, or Membership.

Description

Description of the qualification.

Profile

Click the Profile button to add qualifications from a profile. These profiles can be set up by users for personal use, or by system administrators for public use.

List

Click the List button to add qualifications from a list.

Competency Tree

Click the Competency Tree button to add qualifications from a competency tree. The system administrator can define the tree during system setup.

Select search type

Select the type of qualification for which you would like to search: Any Type, Competency, Degree, Language, License, Membership, or Other.

Search by

Select Code or Description.

Keyword

Enter any keyword to further narrow the search results.

Search

Click the Search button to return records that match the criteria.

Description

Select the associated check box to the left of the Description column for each qualification type you want to add and the click the Add Selection button. The system will then add the selected qualifications to the Currently Selected Qualifications group box. Click the OK button at the bottom of the page to add the qualifications to the Target Qualification page.

Qualification Type

Categories include Competency, Degree, Language, License, Membership, and Other.

Code

The qualification code, associated with the qualification description.

Attribute / Major Code

The code for degree qualification types.

Job Category

Select a category that represents the general classification for which the customer is looking. Each job category has multiple job titles associated with it. For example, if you select a job category of Secretaries, only the job titles belonging to that category appear.

Job Title Code

Select a job title frequently requested by the customer. Only the job titles that belong to the category selected will appear in the search results.

Effective Date

Enter the effective date of the career master information. If any of the information changes, insert a new effective-dated row and change the field.

Fee Schedule

Select the customer's fee schedule.

Email Schedule To

Select the person to whom you want to send the fee schedule. The options that are available for this field come from the contacts that you associate with the customer record.

Click the Send Email button to send an email to the contact. This will generate a pre-formatted email to the contact's email address. The fee schedule will be attached to the email as an Adobe Acrobat PDF file. The Crystal report should be modified by the system administrator to reflect the organization's needs.

Schedule Sent

Select the date that you sent the fee schedule to the customer.

Schedule Sign

Select the date that the customer signed the fee schedule.

Guarantee Days

Starting from the date when a candidate first begins a new position, enter the total number of days after which you no longer offer a refund of the placement fee or a credit. The organization's business processes dictate how this field is used.

Send Resume To

Select the name of the person to whom you should send resumes of candidates. The options that are available for this field come from the contacts that you associate with the customer record.

1st Interview, 2nd Interview and 3rd Interview

Select the name of the person who is responsible for conducting interviews with candidates. The entries that are available from these fields come from the contacts that you associate with the customer record.

Reference Check By

Select customer, staffing organization, or third-party to indicate who is responsible for completing the reference check on the candidate: Customer, Recruiter, or Th. Party (third-party).

Other Recruiters

If more than one recruiter is responsible for the placement of a candidate, enter the name of the recruiter.

First Review

Enter the date upon which the candidate, if placed, will receive a salary and performance review.

Extend Offer

Select Customer, Recruiter or Th. Party (third-party) to indicate who is responsible for extending an offer to the candidate once the customer makes a hiring decision.

Renewal % Increase

Enter the average percent increase a candidate is likely to receive upon a review of performance.

Weekly Hours

Enter the number of hours that the customer expects a candidate to work per week.

Contact Name

Select the name of the person that the staffing organization interacts with at the customer site. The options that are available come from the contacts that you associate with the customer record.

Date From

Select the date that the peak period begins.

Date To

Select the date that the peak period ends.

Comments

Describe the peak season period.

Competitor

Enter the name of the competitor. If the competitor does not appear in the list, you can enter the name in the field.

Type

Select the type of competitor:

• Ours: Select for a company with which the staffing organization competes for the customer's business.

• Theirs: Select for a company that the customer competes with for business.

Information

Select the entry that most closely describes the nature of the competitive information about the work that is performed at the customer's site.

Comments

Enter any comments about the competitor.

Job Code

Select a job code. The Description populates automatically.

Note. The pay and billable rates are keyed by job code.

Pay Rate

Enter the rate that the competitor pays its employees for the work that is performed at the customer's site. The currency code used here is the same as the one that you entered on the Customer page.

Billable Rate

Enter the rate that the competitor charges for the work that is performed at the customer's site. The currency code that is used here is the same as the one that you entered on the Customer - Customer page.

Form Type

Select the type of form that you want to use to enter supplemental job information.

Form Code

Select the specific form that you want to use.

Note. The page view that appears for each form contains a different set of questions or fields for you to fill in. It is up to the organization to decide what information these forms contain.

Field Name

The system displays the name of the form fields as defined through system configuration.

Long Description

Enter the values for each form field.

Form Description

This field describes the form associated with the customer record. Click the description to access the Form Detail page and review the values for each Form Field.

Form Code

View the code of the forms associated with the customer record.

View Form

Click the View Form link to view the detail of a previously added form.

Add New Form

Click the Add New Form button to associate additional forms with the customer record.

Form Type

The form type CUST (customer form) will automatically populates in this component.

Form Code

Enter the code of the form that you want to associate with the customer.

Once you select a code, the system automatically loads the form definition. The form field names are automatically populated by Staffing Front Office from the form configuration.

Enter the date that the form detail will be effective, then complete the form detail information.

Insert Row

Click the Insert Row button if another effective-dated row is needed.

Address Seq (address sequence)

Select the address sequence number that the worksite master is describing. The rest of the address information will be populated once the sequence number is selected.

Contact

Select the contact name from the list of available entries.

Form Type

Select the form type that you want to use to enter worksite information.

Form Code

Select the specific form that you want to use. The page view that appears for each form contains a different set of questions or fields for you to fill in. It is up to the organization to decide what information these forms contain.

Definition ID

Select the Customer Field Definition templates that can be used when entering orders and assignments for this customer.

Default

Select this check box to have the customer fields definition ID be the default for this customer.

General Information - User Defined

CUST_USERDEFINED_1

Select 0130 - User Defined in the More field on the General Info page.

Create character-length alphanumeric fields.