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.
JOP Customer Center Settings
The JOP Customer Center Settings Card allows you to define customer-specific operational settings for individual Responsibility Centers.
These settings override or extend the standard configuration from the Customer Card and make it possible to apply different invoicing rules, shipping methods, surcharges, processing settings, and communication preferences depending on the operational unit handling the customer.
This setup is particularly useful for organizations operating multiple production facilities. Each Responsibility Center can maintain its own operational behavior while still using a centralized customer master record.
When sales documents are created, the system checks whether Customer Center Settings exist for the combination of Customer and Responsibility Center. If a matching setup is found, the Responsibility Center settings override the corresponding values from the Customer Card.
If no Customer Center Settings exist for a Responsibility Center, the system automatically falls back to the standard setup from the Customer Card.
General
- Responsibilty Center — Specifies the Responsibility Center for which the settings apply. The Responsibility Center represents the operational unit, branch, warehouse, or production facility processing the customer transactions. Only documents assigned to this Responsibility Center use the settings defined on this card.
- Production Department Code — Specifies for what production department the settings are valid.
- Ship-to Code — Specifies for what customer's ship-to address the settings are valid. If the ship-to code is selected then only shipment related settings are available.
- Email — Defines the primary email address used by this Responsibility Center for customer communication.
Shipping
- Shipment Method Code — Defines the default shipment method used for this customer within the selected Responsibility Center. Different Responsibility Centers may use different shipment methods depending on logistics capabilities or regional requirements.
Invoicing
- Invoicing Method — Determines how invoices are created for this customer within the selected Responsibility Center. Available methods typically include:
- Shipment — Creates one invoice per shipment.
- Order — Creates one invoice per sales order.
- Collective — Combines multiple shipments or orders into a single invoice.
- Collective Invoice Code — Defines the grouping identifier used when the Invoicing Method is set to Collective. Only shipments or orders with matching grouping criteria are combined into the same invoice. This field is ignored unless the invoicing method is set to Collective.
- Min. Invoice Amount Code — Defines rules for minimum invoice values. If an invoice amount falls below the configured threshold, the system may automatically apply additional charges or processing fees. The invoicing method must be set to Shipment or Order.
- Min. Amount Code — Defines minimum order amount requirements for this Responsibility Center. The invoicing method must be set to Order.
- Price Category Code — Assigns a Responsibility Center-specific price category for the customer. In the price list you can have prices based on the price category code.
Order Charges
- Energy Surcharge Code — Specifies the energy surcharge setup used for this customer within the selected Responsibility Center.
- Express Code — Defines express handling charges for urgent or priority orders.
- Packaging Code — Specifies the packaging costs that will be charged.
- Customs Clearance Code — Specifies customs-related surcharge handling for international shipments.
Processing
- Insp. Cert. Text (Before Lines) — Indicates the default text before lines in the inspection certificate.
- Insp. Cert. Text (After Lines) — Indicates the default text after lines in the inspection certificate.
- Workshop Time — Defines the default workshop or production processing time associated with this customer for the selected Responsibility Center.
- Outbound Whse. Handling Time — Specifies the time it takes to get items ready to ship for this customer. The time element is used in the calculation of the delivery date as follows: Shipment Date + Outbound Warehouse Handling Time = Planned Shipment Date + Shipping Time = Planned Delivery Date.