OPTION (28) Modifications to Baseline - Moderate GRAPHIC EXAMPLE
(CRM-Z-00) MARKETING MANAGEMENT MODULE
This memorandum provides information with regard to the various functions included in this Custom Module.
Line Item Notes Print Controls in SO-TABLE, plus per- Customer, and per Sales-Order, and Domestic/Export style.
Domestic and Import Customer behavior, and ship-complete.
Modified Sales Order Entry, which adds the following: Each customer can be "zoned" for delivery days, including each Drop-Ship, by State or geographic area. The number of "Zone Days", plus other related shipping times, when subtracted from the Customer Promised Date, can "back into" the "on-time" Sales Order Line Item Scheduled Date. The "latest date" amongst all Line Items becomes the Ship Complete Target, unless partial ships are desired.
SOLI Line Item Extended Descriptions can be brought in from PART-SPECS. In addition, Z_CUST_SPECS provides a "boilerplate" for specified customers, which can be combined in Z_CUST_PART_SPECS, to allow prepared notes for any Customer-Part combination, which is repeatedly ordered, and can print on the Sales Order, Shipper, and Invoice.
Store Time and Date of Print for Sales Order Shipsets, Pack Lists, Shippers, and Invoices, to allow re-selection based upon items over a range of date/time, in case of a printer failure.
Addition of E-Channel, as a standard field for Marketing Segmentation.
Addition of Collector to the CUSTOMER-CLASS File for A/R; Reporting by Collector, by Class.
Sales Order Linefill provided - a World Class Measurement of the scheduled shipping activity for the day, compared to what actually was shipped. This is more relevant than counting what WAS shipped, rather than WHAT SHOULD HAVE BEEN shipped, per original schedules, including past-due.
See the Sales Order Detailed History Module (Z_SODH), Monthly Invoiced Dollars (Z_CPSHM) Custom Modules, as well as the Credit Management Module, for modified Cash Entry and added financial reporting as to credit worthiness.
Please see Option 4 for customization and improvements to Cash Entry and Credit Management.
Storage of last time / date of Printing of Sales Orders, Shipments, Bills of Lading, and Invoices, allowing for re-selection of items to re-print by date and time.