FM104

Used to maintain the client records. This form allows you to put different set of rules for the Receivals, Delivery, and other store operations for each of the clients.

Creating New Client

Client Master

The quickest way to create a new client is to copy/clone an existing one.

1. Press the F7 key to begin a new query.
2. Press the F8 key to execute the query.
3. Press the PageUp/PageDown keys to view the results.
4. When you find an existing client that closely matches the new one.
5. Press the [Clone] button to duplicate the existing record.
6. Replace the text in the Code field with the new code.
7. Change any other fields as required.
8. Press the [Commit] button to apply the changes.

Activating Client

To activate a client record first make sure that all fields have been updated according to the requirements. The rules for the clients are listed below.

When all fields have been filled in correctly set the Active field to 'Yes' and click the [Commit] button to save the changes.

Client Rules

When activating clients the following fields need to be updated:

• Charge By Establishment

Either 'Y'es or 'N'o - used for page break by Establishments in some reports.

• Billing Profile

Billing Profile Code.

• Own Locations

Either 'Y'es, 'N'o - used in the putaway planning process, does the client own particular locations in the warehouse.

• Priority

Not used

• SSCC Enabled

Either 'Y'es or 'N'o or 'A'lways or 'O'utgoing Only - when printing the labels should we produce a SSCC style label and when should we produce it.

• GS1 Compliant

Either 'Yes or 'N'o - are the Client's SSCC labelsG S1 compliant.

• Use Batch Control

Either 'A'll or 'N'one or 'S'ome - If 'A'll then the Track By Batch on the Product form (fm117) must be 'M'. If 'N'one then the Track By Batch cannot be 'M'.

• Reservations

Either 'A'll or 'N'one or 'S'ome. This controls the reservation of stock on receipt of the despatch orders.

• Allow Pallet Transfer

Either 'Y'es or 'N'o - used when entering the Supplementary Data Forms.

• Can Defer Pallet Information

Either 'Y'es or 'N'o - used when entering the Supplementary Data Forms.

• Preferred Pallet Companies

Must be either 'C'hep or 'L'oscam or 'B'oth.

• Externally Tracked By

Either 'Y'es or 'N'o - this value is used decide whether the client allows joining of less then whole pallets.

Receipt Order

• Manifest No Unique

Must provide a valid number of months (1-99), 99 is forever. How long is a manifest number unique within the system.

• Customer Required

Must be either 'N'o or 'O'ptional or 'Y'es without master or 'M' Yes with master. Is a customer required on the receival orders.

• Docket/Variance

Docket type must be in 'A' or 'B', if 'B' then the batch number is selected in some reports.

Variance must be either 'N'o or 'Q'tys only or 'F'ull.

• Useby/Life Check

The number of days to add to the product life when validating the rotation date on receipt. The value of -1 means do not add any other values.

• Pick Unreceipted Stock

Either 'Y'es or 'N'o - can we pick unreceipted stock for an incomplete order.

• Temperature Checks

Must be a number between 0 and 9. Number of temperature checks required before completing a Receipt.

• Apply Pallet Label to

Apply Oxford Pallet labels to : All Pallets or Just Non SSCC Pallets.

• TMS Booking Reqd.

Must be 'N'o or 'C'ompletion or 'R'elease.

Delivery Orders

• Customer Order Number Unique

Must provide a valid number of months (1-99), 99 is forever.

• Customer Required

Must be either 'N'o or 'O'ptional or 'Y'es without master or 'M' Yes with master.

• Docket/Variance

Docket must either 'A' or 'B', If 'B' then the batch number is selected in some reports.

Variance must be either 'N'o or 'Q'tys only or 'F'ull or 'E'xport.

• Load Out Sheet

Either 'Y'es or 'N'o - used for the Delivery Paperwork.

• Labels Required

Either 'Y'es or 'N'o - used when Releasing the Delivery Order.

• Pallet Spaces Required

Does this client need delivery labels?

• Despatch Date Entry

Must be either 'M'anual or 'C'alc or 'U'se Arrival. How the system calculates the despatch date on receipt of the despatch order.

• Arrival Date Entry

Must be either 'M'anual or 'C'alc or 'U'se Despatch. How the system calculates the arrival date on receipt of the despatch order.

• Temperature Checks

Must be a number between 0 and 9. Number of temperature checks required before completing a Delivery.

• TMS Booking Reqd.

Must be 'N'o or 'C'ompletion or 'R'elease.

• Carrier

Not Used.

Other Options

• Shelf Life Offset

Value of 0 is next day, 1 is same day, and other values are subtracted from the product shelf life when looking at the aged stock.

• Pallet Pick Fixed

A percentage number. Skip the pickface if picking more than this percentage of a pallet. (0=Disabled).

• Pallet Pick Variance Weight

A percentage number. Skip the pickface if picking more than this percentage of a pallet weight. (0=Disabled).

• Bulk Pick Offset

Bulk pick from a pickface if the stock is older then the reserve stock by days.

• Pickface Offset

Override the date rotation when the pickface stock is x days newer than the reserve.

• Customer Type as Route

Either 'Y'es or 'N'o - this value decides whether the client requires Delivery Labels.

• Allow Join Pallets

Either 'Y'es or 'N'o - this value is used decide whether the client allows joining of less then whole pallets.

• Check GTIN

Need to scan Product's GTIN when Picking. Yes or No.

Alerts

• Product Changes

Email address for the product changes for this client.

• Email Receipt Docket

Email address for sending copy of the Receipt Docket for this client.

• Email Receipt Variances

Email address for sending copy of the Receipt Variances for this client.

• Email Crossdock Receipt Docket

Email address for sending copy of the Crossdock Receipt Docket for this client.

• Email Stock Out of Rotation

Email address for sending copy of the Stock Out of Rotation Report for this client.

• Email Manual Receipt Docket

Email address for sending the Manual Receipt Docket for this client.

• Email Receipt Serial Number CSV

Email address for sending the Inwards Carton Serial Numbers CSV File for this client.

Desp Alerts

• Email Delivery Docket

Email address if the client requires a emailed copy of the delivery docket.

• Email Variances

Email address for the Delivery Docket with Variances Only report.

• Email CSV Docket

Email address for Delivery Docket in the CSV format.

• Email Packing Slip

Email address if the client requires a emailed copy of the packing slip.

• Email Load Manifest

Email address if the client requires a copy of the Pallet Docket to.

• Email Serial No CSV

Email address if the client requires a copy of the Delivery Carton Serial Numbers CSV File.

Contacts

• Address Line1

Clients postal address for documents - line 1.

• Address Line2

Client postal address for documents - line 2.

• Address Line3

Clients postal address for documents - line 3.

• Phone

Clients phone number for printing on documents.

• Fax

Clients Fax number for printing on documents.

• Contact

Name of person most likely to be first line of contact.

• Ph.

Telephone number of person most likely to be first line of contact.

History Button

• Press the [History] button to view Master Changes Screen.

This screen shows all the changes made for that client.

Interactive Demonstration

An interactive demonstration of the Client Master and its various functions is also available.