Easy OnBoarding Enhanced Sales Set Up Easy OnBoarding
Easy On-Boarding Enhanced Sales Set Up
Easy On-Boarding Course Overview • • • Customer Set Up Customer Schedule Set Up Available to Promise Set Up Forecasting Set Up Trade Sales Set Up 2
Easy On-Boarding Enhanced Sales Set Up Flow 3
Easy On-Boarding Customer Data Setup • Financial data (Customer Create) - Customer code Customer type code (optional) Business relation Accounts profiles Credit terms Credit rating code (optional) Tax zone Invoice status code • Operational data (Customer Data Maintenance) - Site - Daybook set - EMT type
Easy On-Boarding Business Relation Create 5
Easy On-Boarding Customer Set Up - Finance 6
Easy On-Boarding Link Bill – To Address - Finance Link Bill-To Address 7
Easy On-Boarding Customer Set Up – Finance cont 8
Easy On-Boarding Customer Set Up – Finance cont 9
Easy On-Boarding Customer Set Up – Finance cont 10
Easy On-Boarding Customer Set Up – Finance cont 11
Easy On-Boarding Customer Data Maintenance 12
Easy On-Boarding Customer Data Maintenance 13
Easy On-Boarding Customer Data Maintenance 14
Easy On-Boarding Customer Ship-To Create Link Ship-To Address 15
Easy On-Boarding Customer Consignment 16
Easy On-Boarding Customer Cross Reference 17
Easy On-Boarding Customer Calendar 18
Easy On-Boarding Customer Order Periods 19
Easy On-Boarding Dock Address 20
Easy On-Boarding Customer Schedule Maintenance 21
Easy On-Boarding Customer Schedule Maintenance 22
Easy On-Boarding Customer Schedule Maintenance 23
Easy On-Boarding Customer Schedule Maintenance 24
Easy On-Boarding Customer Controls 25
Easy On-Boarding Sequence Schedules 26
Easy On-Boarding Sequence Schedules 27
Easy On-Boarding Item Planning Maintenance 28
Easy On-Boarding Item-Site Planning Maintenance 29
Easy On-Boarding Simulation Criteria Maintenance 30
Easy On-Boarding User Forecast Method Maintenance 31
Trade Sales 32
Easy On-Boarding Item-Site Planning 33
Easy On-Boarding Customer Schedule Maintenance 34
Easy On-Boarding Questions? 35
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