Date Sensitive Customer Master Category Codes

Purpose

The date sensitive customer master category code enhancement, enables organizations to make new customer category codes effective from a date that the organization specifies.

Details

Overview

Category codes can be used for reporting purposes and to calculate base pricing and advanced pricing adjustments. The date sensitive customer master category code enhancement, enables organizations to make new customer category codes effective from a date that the organization specifies. An organization may want to prepare in advance to change the category group to which a customer or item belongs. The change in category code may put the group of items or customers in a different pricing structure.

Setup

To utilize the date sensitive category code functionality, the user must activate this functionality in the A/R constants (P0000), 3K at the fastpath. Within the accounts receivable constants, find and select company 00000.



Take the Enhanced A/R form exit.



Make sure the Date Effective Category Codes box is checked.



Once date effective category codes are activated in the accounts receivable constants, the user will no longer have the ability to change category codes in the Customer Master Revisions.  





Taking Form exit the Category Codes could be accessed.
 




Category codes are populated and stored in the Customer Master (F03012) table.



When utilizing the Date Effective Category Codes, the values are stored in the Date Effective Category Codes (F03012A) table.









Making a change to the Date Effective Category Codes (F03012A) table does not automatically update to the Customer Master (F03012) table. It is not a requirement that these two tables be in sync as all applications utilizing category codes by effective date will look to the Date Effective Category Codes (F03012A) table when the Date Effective Category Codes functionality is activated. However, since category codes can be viewed from within the Customer Master Revision screen, it might make sense to sync these two tables to avoid confusion. To update category code values from the Date Effective Category Codes (F03012A) table to the Customer Master (F03012) table, the Update Date Effective Category Codes (R03012A) needs to be run.



The information that appears with a "Y" in the "Eff Used" field indicate, there are 2 records synchronized with F03012. The "N" and Blank values indicate there are records not synchronized with F03012A Table.



When a new record is added to the Date Effective Category Code revisions form, the "Eff Date" Used (effective date existence) field is set to "0" (see above).

F03012 Table:



Run R03012A in order to synchronize both tables.



Data Selection



Processing Options



R03012A PDF:



Review the information Stored in F03012A (Date Effective Category Codes) and F03012 (Customer Master by Line of Business)







Once the UBE is run to update the changes made to the Date Effective Category Codes (F03012A) record to the Customer Master (F03012) record, the value changes to "1". This indicates that the Date Effective Category Codes (F03012A) and Customer Master (F03012) tables are now in sync.