Overview
Related Customers functionality in Rootstock is used to carry relationships between existing Rootstock Customers, such as Agent and Channel Partner.
Application
It is possible to define a pair of Customers, as Primary and Secondary Customers, and their type of relationship. This functionality grants the capability of using Addresses from those Customers, listed as related, on different areas of Rootstock Cloud ERP such as Sales Order Entry, RMA (Return Material Authorization), Contracts and Configuration Session.
Setup
Navigation
Customer Master > Related Customers button
Create some Related Customer relationship:
- When the Related Customers button is pressed, a 'Related Customers' maintenance grid is displayed.
- Click Add and set the Primary Customer, Secondary Customer, Customer Relationship Type (Optional), and Comments (Optional).
- The Customer from where this maintenance grid was initiated must be defined as either the Primary or Secondary Customer.
- The same Primary/Secondary Customer pair cannot be entered more than once.
- Repeat step 2 to add more Relationships.
- Click Save
- Once the rows are saved, the Primary and Secondary Customer fields are not modifiable.
NOTE This object (SOCUSTCUST) is hardened, and Related Customers relationships can be loaded externally via Data Loader, for example.
Processing
Sales Order Entry - Use Addresses from Related Customers
Navigation
Sales Order Entry > Addresses button
When a Sales Order is added for a Customer that has 'Related Customers' (it can be either the Primary or the Secondary customer), addresses from the related customer will be available for selection on:
- Related Customer Addresses button (Sales Order Header > Addresses button > Ship-To tab)
- On Related Customer Addresses pop-up window, all the valid Ship-To addresses for any Related Customer to the Customer on current Sales Order Header are displayed.
- Double click on any of the rows for the details to be fetched to the Ship-To address. This will close the pop-up and add the related address to the Sales Order Ship-To tab as an override.
- If desired, perform changes on the other tabs within this popup.
- Click OK for the 'Sales Order Addresses' pop-up window to close, and click Save on the Sales Order Header to save the changes.
- Installation Customer/Address (Sales Order Header > Addresses button > Installation tab)
- Select the Related Customer from available options using dropdown Installation Customer.
- Select valid Installation Address from available options using dropdown Customer Address. Displayed options will vary based on the Installation Customer selected on the previous step.
- If desired, perform changes on the other tabs within this popup.
- Click OK for the 'Sales Order Addresses' pop-up window to close, and click Save on the Sales Order Header to save the changes.
Sales Order Entry - Set a Related Customer as 'Pricing Customer'
Navigation
Sales Order Entry > Advanced section > Reference tab
When a Sales Order is added for a Customer that has 'Related Customers' (it can be either the Primary or the Secondary customer), it is possible to define a Pricing Customer, which will be used for any special pricing that has been established when calling the Price Discount Logic.
- Select available options from dropdown Pricing Customer. Valid options are those that have a Customer Relationship with the Customer used for the Sales Order Header.
- Save Sales Order Header to apply changes.
NOTE If the Customer Master is changed (Sales Order Entry > Advanced section > Special tab > Change Customer button), the
Pricing Customer is initialized.
RMA (Return Material Authorization) - Use Addresses from Related Customers
Navigation
Return Material Authorization > Installation Address tab and/or
Return Material Authorization > RMA Detail > Installation Address tab
- While on New or Edit mode, select an Installation Customer on dropdown, from available Related Customers, or the RMA Customer itself. Selecting an 'Installation Customer' automatically loads the Customer's Default Installation Address on the 'Installation Address' field.
- Chose an Installation Address from valid Installation Addresses from selected Customer.
- Save RMA/RMA Detail.
NOTE When adding a new RMA Detail, the Installation Address details will be initialized to those from the RMA Header. The RMA Detail installation address is also used when adding RMA Detail Serials > Specify Covered Serials, in order to fetch qualifying Shipped Item Warranties based on a match between the Installation Address on the Shipped Item Warranty and on the RMA Detail.
Sales Contract - Use Addresses from Related Customers
Navigation
Sales Contract Maintenance (New or existing)
Fields where it applies:
- Contract Customer: When a value is specified, related fields are initialized based on the selected customer, these fields are listed below. Additionally, a different Customer for these values can be selected if it has a 'Related Customer' relationship with the chosen 'Contract Customer':
- Sales Customer: This is the Customer for which Sales will be made to when using this Contract, and must be a 'Related Customer' of the Contract Customer, or the Contract Customer itself.
- Sales Customer Ship-To Address: Automatically set from 'Sales Customer' default Ship-To Address, can be updated to other valid Ship-To addresses for the Sales Customer.
- Sales Customer Bill-To Address: Automatically set from 'Sales Customer' default Bill-To Address, can be updated to other valid Bill-To addresses for the Sales Customer.
- Customer for Recurring Billings: This is the Customer to be billed for Recurring Charges, and must be a 'Related Customer' of the Contract Customer, or the Contract Customer itself. Note that it is this Customer that is used to drive address choices for 'Service Customer Bill-To Address'.
- Service Customer Bill-To Address: Automatically set from 'Service Customer' default Bill-To Address, can be updated to other valid Bill-To addresses for the Customer for Recurring Billings.
- Hardware Installation Customer: The Installation Customer for this Sales Contract, which is the Customer where the "device" is installed and must be a 'Related Customer' of the Contract Customer, or the Contract Customer itself.
- Installation Customer Address: Automatically set from 'Installation Customer' default Installation Address, can be updated to other valid installation addresses for the Hardware Installation Customer.
- Pricing Customer: The Pricing Customer for this Sales Contract, which is the Customer that is used to look up customer-specific pricing and discounts when deriving product prices. Used for Pricing Purposes when calling the Sales Order Price Discount Logic. Must be a 'Related Customer' of the Contract Customer, or the Contract Customer itself.
- Product for Purchase > Product for Purchase Schedule
- For each Product for Purchase Schedule, it is possible to define a different 'Purchase Installation Customer', from available Related Customers or the Contract Customer itself, and select a valid 'Installation Customer Address' for the chosen Purchase Installation Customer.
Product Configurator - Use Installation Addresses from Related Customers on Configuration Session
Navigation
Product Configurator > Configuration Session (new or existing)
- Edit Configuration Session
- Navigate to Advanced section > General tab
- Installation Customer can be set to the Customer on the Configuration Session or any of its Related Customers.
- Installation Address can be set to a valid address from the Installation Customer.
NOTE When a Sales Order Header is created as part of the Configuration Session export process, the Installation Customer and its address will be used to initialize values on said Sales Order Header, this also applies to the Ship-To address. When adding a Sales Order Line as part of the Configuration Session export process, if the Configuration Session address fields are not the same as the Sales Order Header addresses for the header to which the lines are being added, the new session address fields are used to initialize the Sales Order Line values.
SEE ALSO
