Customer and Customer center Settings

In the Customer table, the JOP extension introduces a dedicated JOP section on the Customer Card to support service-oriented production, invoicing, and pricing strategies. This section adds advanced classification, invoicing preferences, and order-related surcharges that help tailor operations to each customer.

JOP Fields

The following fields have been added to the JOP section of the Customer Card:

  • Customer Group Code — Classifies the customer into a predefined customer group. This grouping supports standard service and routing selection, pricing rules, and discounts.
  • Customer Sector Code — Defines the industry sector or market the customer operates in. Useful for segmentation and sector-specific business logic.
  • Invoicing Method — Specifies how the customer prefers to receive invoices. Common options may include:
    • Shipment — One invoice per shipment is generated.
    • Order — Each sales order results in an individual invoice.
    • Collective — Multiple shipments or orders can be grouped into a single collective invoice, depending on additional setup (e.g., Collective Invoice Code).
  • Collective Invoice Code — Defines a grouping key used when the Invoicing Method is set to Collective. Sales shipments with the same code will be combined into one invoice. This field has no effect if the invoicing method is not Collective.
  • Price Category Code — Assigns the customer to a pricing category which controls access to specific price lists or discount logic.

Order Charges

The following fields define surcharges that are automatically considered during order processing. These codes determine whether fixed or percentage-based costs are applied to the sales documents.

  • Energy Surcharge Code — Determines if an energy-based surcharge should be applied to orders from this customer.
  • Express Code — Links to predefined express handling fees for rush orders.
  • Packaging Code — Applies packaging fees depending on packaging types or requirements.
  • Customs Clearance Code — Used when additional charges for customs paperwork and processing are applicable, especially for international shipments.
  • Min. Invoice Amount Code — Activates logic that ensures a minimum invoice value is respected, potentially applying a fee when the invoice amount is too low.
  • Min. Order Amount Code — Similar to the invoice amount, but applied at the order level, enforcing minimum order values for processing eligibility.

These fields help configure customer-specific billing and operational rules that improve transparency and automate surcharge calculations in the JOP flow.

Note: All these fields can be overridden per responsibility center using the Customer Center Settings page. This allows you to tailor invoicing and surcharge behavior based on local center-specific business rules.