Table of Contents

What's New in Customer Template Management

Overview

The 3PL Dynamics system now includes enhanced customer template functionality that allows you to create standardized customer configurations with predefined settings, attributes, and business rules. This feature streamlines customer setup and ensures consistency across your customer base.

New Features

1. Enhanced Customer Template Card

The Customer Template Card has been extended with comprehensive 3PL-specific fields organized into logical groups:

General Section

  • Default Value Function Set: Configure predefined function sets that automatically apply when creating customers from this template. This ensures consistent business logic and default values.

Invoicing Section

  • Default Invoice Grouping: Set the default invoice grouping criteria for customers created from this template
  • Invoice Period Code: Define when and how often invoices are generated for customers

Warehousing Section

  • NVE/SSCC-18 Numbers: Configure the number series for NVE/SSCC-18 barcodes
  • Label Code: Set the default label format and content for customer shipments
  • Default Receipt Location: Specify the default location where goods will be received
  • Default Shipment Location: Define the default location for outgoing shipments
  • Expiration Date Handling: Configure how the system handles expiration dates at receipt and shipment
  • Combine Package: Enable package combination for this customer type

Custom Attributes

The template supports up to 10 customizable attributes (Attribute 01 through Attribute 10) that can be configured with:

  • Lookup functionality for standardized values
  • Validation rules
  • Customer-specific business logic

2. Advanced Template Actions

Conditions Management

  • Conditions: Edit and manage condition sets for customer templates
  • Define business rules and validation criteria
  • Ensure consistent processing across all customers created from the template

Attribute Set Management

  • Attribute Set: Configure document information sets for customer templates
  • Set up standardized attribute configurations
  • Use shortcut key Ctrl+K for quick access

Status Attributes Template

  • Status Attributes Template: Define status-based attribute configurations
  • Link status templates with specific attributes
  • Configure journal templates and batch names for status changes

Reason Codes

  • Reason Codes: Manage reason code relationships for customer templates
  • Define standard reason codes for various business scenarios
  • Ensure consistent reporting and analysis

3. Template Application and Management

Creating Customers from Templates

  • Apply customer templates when creating new customers
  • Automatically populate all configured fields and settings
  • Ensure consistency in customer setup across your organization

Template-to-Customer Transfer

The system automatically transfers the following settings when applying templates:

  • Default function sets
  • Invoice grouping criteria
  • Warehousing configurations
  • Custom attributes
  • Reason codes
  • Status attribute templates

Template Copying and Modification

  • Copy existing templates to create variations
  • Modify template settings without affecting existing customers
  • Maintain template version control

How to Use

Creating a New Customer Template

  1. Navigate to Customer Templates
  2. Click New to create a new template
  3. Configure the template with your desired settings:
    • Set default function sets
    • Configure invoicing parameters
    • Define warehousing settings
    • Set up custom attributes
    • Configure conditions and reason codes
  4. Save the template

Applying a Template to Create Customers

  1. When creating a new customer, select the appropriate template
  2. The system automatically populates all configured fields
  3. Review and modify any customer-specific settings as needed
  4. Save the customer

Managing Existing Templates

  1. Open the customer template card
  2. Use the action buttons to manage:
    • Conditions: Edit business rules and validation criteria
    • Attribute Set: Configure document information sets
    • Status Attributes Template: Manage status-based configurations
    • Reason Codes: Set up reason code relationships
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