Doc.

Control Number
QAD Enterprise Edition Training Document
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G2 Project
QAD CoE

QAD Enterprise Edition Training

Document
Customer Maintenance
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Table of Contents
Document Details:.......................................................................................................................................2
Revision History...........................................................................................................................................3
Objective.....................................................................................................................................................4
Process flow.........................................................................................................................................4
Process Steps.......................................................................................................................................4
2.1.1: Customer Data Maintenance:................................................................................................5
2.18.1: Shipping Group Maintenance:.............................................................................................6
2.18.13: Document Format Maintenance:.......................................................................................9
36.2.21.1: Number Range Maintenance:.......................................................................................10
7.3.11: Shipping Level Definition Maintenance:............................................................................12
Approvals:..................................................................................................................................................13

Document Details:
BPML ID 1.20.10.20
Title Customer Maintenance
Author Krishnakant S
Approver
Sign Off
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Revision History
Revision Level Date Author Change Description
1 3 Mar, 2017 Vic Mertens Initial Version
2 10 July, 2017 Krishnakant S Revised Version
3 27 Dec, 2017 Jitu Das Revised Version
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Objective
Objective of the document is to explain the process to maintain customer master in QAD.

Process flow
Refer to following process flow of Customer Maintenance

Process Steps
1. Request BBC to create a new customer
2. BBC creates the customer in SAP
3. The Customer will get created in QAD through the SAP incoming interface. This interface
executes the following steps:
a. Business Relation Create
b. Customer Create
c. Customer Data Maintenance
4. The user can update part of the customer data in QAD using 2.1.1 Customer Data Maintenance
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2.1.1: Customer Data Maintenance:

If any additional information needs to be added or amended, user needs to make the changes and click
next.
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2.18.1: Shipping Group Maintenance:

Shipping groups contain source and/or destination addresses that include inventory movement and
carrier defaults.

Process Steps:

a. Enter Shipping Group along with its description

b. Post clicking ‘Next’, user need to enter Source Address
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c. After Clicking ‘Back’, enter Destination Address

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d. After clicking ‘Back’ again, enter Inventory movement code:

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2.18.13: Document Format Maintenance:

Document Format Maintenance lets create formats for shipping related documents.

A form code is assigned to a document identifying its processing and printing requirements, including
additional services such as printing data not in the original document, or checking if Document is
complete and ready to print.

Process Steps:

a. Enter the Doc Type

b. Enter the Document Format
c. Add Description and Form Code
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36.2.21.1: Number Range Maintenance:

Use Number Range Maintenance to create sequences and define sequence parameters for generating
new numbers used to identify specific types of documents. Number range management (NRM) is
currently implemented in the following functions:

NRM is required for all shipper functionality

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SEQUENCE NUMBER SEGMENTS:

Sequence numbers can have multiple parts, called segments. Each segment has its own set of
characteristics and behavior. Segments can be added or dropped during sequence definition, but once a
sequence has been used to generate or validate sequence numbers, you can no longer change its
structure.

There are three segment types:

- An incrementing integer segment defines a range of values, with a lower bound, an upper bound,
initial, and reset value; for example, integer 9999. Each sequence must have one and only one
incrementing integer segment.

- Date-driven segments display a value that depends on the transaction effective date or the fiscal
period that corresponds to the effective date. The effective date is derived from the transaction where
the sequence is used. The format is a compound string that permits optional display of date components
(year, month, week, day), including delimiters between components; for example, 06:15:97. Each
sequence can have one date-driven segment or none, but not more than one.

- A fixed-value segment can consist of any printable character except a comma (,). For example, IN can
be a fixed value segment assigned to an invoice document.
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7.3.11: Shipping Level Definition Maintenance:

Use Shipping Label Definition Maintenance to create data prefixes and template files that are converted
to barcode label formats in Shipping Label Print.

Process Screen:

Further it can be interfaced to MES, if required.

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Approvals:

Sr. Approver Title/Role Signature Date

Number
1 Process SME
2 Project Manager
3 Business Analyst