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Setting Up Customer Segments

Setting Up Customer Segments

Concept

Buying segments are codes in user-defined code (UDC) table 42B/BS that represent groups of similar products, and you assign buying segment codes to the customers.

 

You run the Build Customer Segment Items program (R42441) to ensure that the Customer Segment Items table (F42440) contains updated sales data for buying segments, such as item number and quantity.

 

Use the Customer Master program (P03013) to attach a buying segment code to a customer. This program enables you to define invoice information for a customer, such as credit information, billing information, tax information, and so on.

 

After you assign a buying segment to a customer, the system stores the information in the Customer Master by Line of Business table (F03012). When you enter an order for the customer to whom you assigned a buying segment code, the system stores the information in these tables:

• Sales Order Header File (F4201)

• Sales Order Header History File (F42019)

• S.O. Detail Ledger File (F42199)

• Sales Order Detail File (F4211)

• Sales Order History File (F42119)

Procedure

In this task, you will add a segment code to a customer master record. You will then create segment items by running the Build Customer Segment Items program (R42441).

Step

Action

Navigate to the Customer Master Information program (P03013) on the Customer Revisions menu (G4221).

Click the Customer Revisions link.

Click the Customer Master Information link.

Use the Work With Customer Master form to search for existing customer records.

Step

Action

Click in the Address Number field.

Enter the desired information into the Address Number field. Enter “3001“.

Click the Find button.

Click the Select button.

Use the Customer Master Revision form to set up new customer records or update existing customer records.

Step

Action

Click the Form button.

Step

Action

Click the Billing Information menu.

Use the Billing Information form to set up or revise default customer billing information.

Step

Action

Click in the Buying Segment Code field.

Use the Buying Segment Code field to specify the group from UDC 42B/BS for this customer.

Enter the desired information into the Buying Segment Code field. Enter “BIKES“.

Click the OK button.

Step

Action

Click the OK button.

Click the Cancel button.

Step

Action

Click in the Address Number field.

Enter the desired information into the Address Number field. Enter “3003“.

Click the Find button.

Click the Select button.

Step

Action

Click the Form button.

Click the Billing Information menu.

Step

Action

Click in the Buying Segment Code field.

The customer belongs to the same BIKES buying segment as the customer you updated previously.

Enter the desired information into the Buying Segment Code field. Enter “BIKES“.

Click the OK button.

Step

Action

Click the OK button.

Click the Cancel button.

Step

Action

Click the Close button.

Step

Action

Click in the Fast Path field.

Enter the desired information into the Fast Path field. Enter “G4231“.

Click the Fast Path button.

Click the Sales Order Advanced & Technical Ops link.

Click the Build Customer Segment Items link.

Use the Available Versions form to select a version of the batch program. In your work environment, the system might display additional versions.

Step

Action

Click the ZJDE0001 option.

Click the Select button.

Use the Version Prompting form to access data selection and data sequencing for the batch program. If the Data Selection or Data Sequencing option is disabled, you cannot review or change the data selection or sequencing for the version.

Step

Action

Click the Submit button.

Use the Processing Options form to set parameters for how a batch program processes data. Processing options are unique to a version. You should review processing options to ensure that the settings are correct.

Use the Beginning Date Fence processing option to specify the number of days that the system uses for data selection. The system uses the number of days of past data to create the buying segment list.

Step

Action

Click in the Minimum Average Quantity field.

Use the Minimum Average Quantity processing option to specify the minimum quantity of an item that must have been ordered for the system to add the item to the buying segment list.

 

Enter the desired information into the Minimum Average Quantity field. Enter “1“.

Use the Minimum Weighted Average List Price processing option to specify the minimum base price for an item for the system to add the item to the buying segment list.

Use the Currency Code processing option to specify the code that the system uses when it builds the buying segment list.

When the system builds the table, it uses this code in conjunction with the minimum list price. You must complete this processing option when you specify a value in the Minimum Weighted Average List Price processing option.

Use the Minimum Percent Margin processing option to specify the minimum profit margin amount for an item for the system to add the item to the buying segment list.

Use the Maximum Segment Items processing option to specify the maximum number of items that the system can record in the buying segment list.

Use the Sort Field processing option to specify how the system sorts the items on the buying segment list. You can sort by price, quantity, or profit margin depending on your business process.

Click the OK button.

Use the Printer Selection form to identify printer information for the report. In your work environment, the printer settings will be different.

Step

Action

Click the OK button.

Step

Action

Click the Close button.

You have successfully revised customer records to include a buying segment code. You then ran the R42441 program to create the buying segment item list for the customers.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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