user manualeng]mdm manual_customer.pdf · 2020-03-25 · 2 q&a 5. q&a – read detailed...

User Manual Customer

2018.01.04

I. Overview

II. Menu and Basic Function

III. Search for Master Code

IV. Create New Code

V. Maintenance Master Information

VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents

Ⅰ.Overview

Definition : Customer code which is gotten service from HMM, and pay for HMM’s service

Target : Container, Shipper, Consignee, Notiy of Bulk Sales

All of Account’s customers(Customer, Agent, Financial Agency, Government Agency, etc)

Vessel/ Shipping Agency

Customer

Ⅰ. Customer Code is normalized in 8 digit as shown in below

Nation Customer Master Sequence

K R H D E L 0 0

Ⅰ.Overview > Account Group

Account Group

Description (ENG) Description (KOR) Detail Description

0001 Overseas Subsidiary 본사 및 해외법인 25개 HQ & 25 Overseas Subsidiaries (Corporation)

0002 Affiliate 계열사 Hyundai Business Group Affiliates (Hyundai Logistics, Hyundai Elevators,,,)

0003 Agent 대리점 (CNTR, BULK) HMM Agents for container/bulk (INN, PKT, BAN, etc)

0004 Others(non-Personal)

기타거래 (ICD, CY, 터미널, 임대료, 수수료)

1) “외상매출금-기타”로 기표되는 기타거래처

2) 기타 매출로 처리되는 기타거래처 3) 타 account group을 지정할 수 없는

경우

Other customer, managed by accounting team (Corporation) Ex. ICD, CY, Terminal, Lease revenue, commission revenue

1) Other Customer for posting “Account Receivable–other sales” account

2) Other Customer for posting other sales related transactions 3) Can not assign other account group

0005 Others(Personal)

기타거래 (임대료, 수수료) 1) “외상매출금-기타”로 기표되는 기타

거래처 2) 기타 매출로 처리되는 기타거래처 3) 타 account group을 지정할 수 없는

경우

Other customer, managed by accounting team (Personal) Ex. ICD, CY, Terminal, Lease revenue, commission revenue

1) Other Customer for posting “Account Receivable–other sales” account

2) Other Customer for posting other sales related transactions 3) Can not assign other account group

0006 Public Institution 공공기관 Public Institution

0007 Business Partner(TR) 금융거래처 및 일반 기업 – 본사 재무팀만 사용

Business Partner (Financial agency & General companies) – HQ/Financial Team only handle

0010 HMM Offices/Teams 지방사무소 및 경영전략/홍보팀 HMM Offices/Teams

1001 Shipper&Consignee(non-Personal)

기업 고객 Corporate customer like Samsung Electronics, DHL, etc

1002 Shipper&Consignee (Personal)

개인 고객 Personal customer who load personal effects

2001 Shipping Company (Slottage,Charterage)

선박/선복 용대선 파트너 Vessel & space slottage/charterage partner

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents

Menu: Screen Description

Attention

Ⅱ. Menu and Basic Function

1. Connect to MDM > SAP

SAP > SAP menu > MDM > Customer

-

1

① Users may access to MDM Customer menu

from SAP by as following.

- SAP > SAP menu > MDM > Customer

> Customer – Search & Request


Attention


1. Connecting to MDM > GAUS

GAUS> 9002 Customer Code Inquiry

-

① MDM menus for customer in GAUS is

shown in below.

- GAUS > 9002 Customer Code Inquiry

> Request : Request Customer Registration

> Update : Update Customer

1

2


Attention

1

2 3

2. Menu and Screen Layout

Layout


① MDM’s basic screen consists of Basic

Menus on top, and Tab groups on Bottom

as shown #1,#2 in left screenshot

② When menu on top is clicked, Master code

searching tab is created beside current

screen. Tab creation is allowed less than 6.

③ Click “X” which is right hand side of tab can

close tab as shown #3 in left screen shot.


Attention

My Setting

2. Menu and Screen Layout- My Setting

① Go to My setting Screen which is shown in

Left screen shot by clicking “My Setting”

button on top right hand of corner.

② ‘My Info’ shows brief information of user

③ ‘My MDM Role’ shows current user’s roles.

④ User has to change and save ‘My Menu

Setting’ on first login to MDM system.

‘Menu list’ on left-hand side shows user’s

available menu list.

‘My Menu’ on right-hand side shows

customized menu by current user.

⑤ User can adjust priorities of menu by

clicking up or down arrow button.

⑥ User can move menus from ‘Menu List’ to

‘My Menu’ or from ‘My Menu’ to ‘Menu

List’ by clicking arrow button..

1

2

3 4

5

6



Attention

My Setting

2. Menu and Screen Layout – Change My Setting Menu

① Add some menus from ‘Menu List’ to ‘My

Menu’ by clicking

② Save changes by clicking ‘Save’ button

③ Changed ‘My Menu’ list will be affected

when user re-login to MDM system.


1

2

3


Attention

3. My Work Status


My Work Status > Requested

2

3 4

① Refresh

② Grant Progress Status window for New code creation or update current code when the change need approval. It shows ‘Waiting / Request / Reject / Temporary Save’ by current status.

③ Shows # of request

④ Shows request list by clicking Requested button.

- Master : Shows Requested Master Code

- Code : Requested Master Code

- Description: Requested Master Code Description

- Nation : Requested Nations

- Approver: Approver(Shows detailed profile of approver by clicking)

- Request Date : Requested Date

- Workflow Step : Requested Step

- Comment : Comments for Request

- : Show work flow for approval

1


Attention


My Work Status > Rejected

2

3 4

① Refresh

② Grant Progress Status window for New code

creation or update current code when the

change need approval. It shows ‘Waiting /

Request / Reject / Temporary Save’ by current

status.

③ Shows # of Rejects.

④ Shows Reject lists by clicking Reject



- Description : Requested Master Code Description

- Nation : Requested Nation

- Rejecter: Approver(Shows detailed profile of Rejecter by clicking)

- Reject Date : Rejected Date

- Comment : Comments for Reject

- : Show work flow for approval

1

3. My Work Status


Attention


My Work Status > Draft

2

3 4

① Refresh

② Grant Progress Status window for New

code creation or update current code when the

change need approval. It shows ‘Waiting /

Request / Reject / Temporary Save’ by current

status.

③ Shows # of Temporary save

④ Shows Temporary saved lists by clicking

Draft item.



- Description : Requested Master Code Description


- Requester : Requester(Shows detailed profile of requester by clicking)

- Working Date : Temporary saved date

- Comment : Comments for Draft

- : Show work flow for Draft

1

3. My Work Status


Attention


My Work Status > Auth User List

① Grant Progress Status window for New

code creation or update current code when

the change need approval. It shows

‘Waiting / Request / Reject / Temporary

Save’ by current status.

② Show detailed information about Requester,

Approver, Rejecter by clicking item.

(Approver can be more than one, so shows

all approvers)

③ Shows user’s basic profile

④ For Requested, shows all users which have

permit to approve. (Shows ② detailed profile

by clicking user)

1

3

4

3. My Work Status

2


Attention


My Work Status > Workflow View

① Grant Progress Status window for New

code creation or update current code when

the change need approval. It shows

‘Waiting / Request / Reject / Temporary

Save’ by current status.

② Shows Work Flow(Request ~ Approve)

③ Shows users and approvers in each steps.

④ Shows user’s basic profile.

1

2

4

3

3. My Work Status


Attention


My Work Status > My Work History > & History View

① Shows user’s work flow history by clicking

My Workflow History item.

② Search work flow history by condition.

- Master : Requested Master


- Action : select one of Approve, Reject,

Request

- Duration : Select periods.

③ Shows detailed information by clicking item

in history list.

④ Shows data changing history between

current date and selected date.

4

1

3

2

3. My Work Status


Attention


My Work Status > Workflow List > & Auth User List

1

3

① Shows all work flow by clicking Workflow

List item.

② Search work flow by condition

- Master : Select Requested Master

- Role: Input current MDM permit.

- Description : Description of work flow

- Type : REGIST / MODIFY

③ Show all users who have current role.

2

3. My Work Status


Attention


Monitoring

1

3

① Create ‘Monitoring tab’ by clicking

‘Monitoring’ menu

② Select search condition

- Operation overview

- Average Response Time

- Rejection status by user

- System Interface Error

③ Addition condition for detailed search

result

- Term : Search periods

- Area : Requested Area


- Master Code : Select requested Master

2

4. Monitoring


Attention


4. Monitoring

Monitoring > Operation overview

① Operation Overview

- Show work flow from request to approval

by Area/Nation

② Show result by search



- New(Request/Reject/Approve) :

New(Request/Reject/Approve)

- Modify(Request/Reject/Approve) :

Modify(Request/Reject/Approve)

- Total(Request/Reject/Approve) :

Total(Request/Reject/Approve)

③ Show sum of search result

2

3

1


Attention


Monitoring > Average Response Time

4. Monitoring

2

3

1

① Average Response Time

- Show stats of work flow from request to

approval by Area/Nation

② Show result by search



- New(Count/Minute) : New(Count/Minute)

- Modify(Count/Minute) : Modify(Count/Minute)

- Total(Count/Minute) : Total(Count/Minute)

③ Show total counts of search result


Attention



4. Monitoring

2

3

1

① Rejection status by user

- Show Collect statistics on rejecters and

comments by requested areas and nations

② Show search results



- New(Count/Minute) : New(Count/Minute)

- Modify(Count/Minute) : Modify(Count/Minute)

- Total(Count/Minute) : Total(Count/Minute)



Attention



4. Monitoring

2

3

1

① System Interface Error

- Show result of Interface process

② Show search results

- Master Data : Requested Master

- New(Count, I/F Error) : (# of IF/# of Error)

- Modify(Count, I/F Error) : (# of IF/# of Error)

- Total(Count, I/F Error) : (# of IF/# of Error)



Attention

Q&A

5. Q&A - List

① Pull up this screen by clicking ‘Q/A’ menu

on top of right-hand corner.

② Master search function

③ Register question button

④ Status : Status of Question process

Question: Registered question

Answer: Question get answer

⑤ Max count of items per page 20, 40, 60

1

2 3

4

5



Attention

Q&A

5. Q&A – Read Detailed question and Give an answer

① Question and content’s information

② Answer. Anybody can answer, and answer

can not modify, and delete available.

1

2



Attention

Q&A

5. Q&A – Register and Modify Question

① Select Master first, then input title and

contents.

② Save: Save Question

List: Cancel current inputs, then move to

question list

③ User can only modify his or hers in the list

1

2


I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Ⅲ. Search for Master Code

1. Code Search

Customer > Code Search

- Search with first letters : XXX*

- Search with last letters : *XXX

- Search with part of letters: *XXX*

- Sort by clicking label at the top of lists

① Search code by direct input one of Code,

Customer Name, Business Usage, HMM

Sales Person 1, ‘*’ is available

② Code is consist of 8 digits, and they are

Nation(2) + Master(4) + Sequence(2)

③ “CO.”,”LTD.” or other special letters in

‘Customer Name’ will be disregarded for

search

④ User can start search by pressing ‘Enter’ or

clicking ‘Search’ Button

⑤ Show search result by ascending order,

and can be changed to descending order

by clicking ‘code’ label

⑥ Show total # of search results.

1

2

5

4

6

3


Attention

Customer > Code Search > Value List Search

1

2 3

4

- Start searching value list by clicking

① : Search code with Nation, Location,

State, Control Office by clicking this icon.

② : Nation Search Value List will show up

by clicking this icon

③ Search results will show up by pressing

‘Enter’ or Clicking ‘Search’ or Search code

by keyword. ex) AE

④ Search results will be listed by code with

ascending order. Send code to Main

search window by clicking code in value

list


1. Code Search


Attention

Customer > Code Search

1

2

3

① Search code with Customer Account Group

and Trade Type by selecting one of them

in Value List

② Searching for Customer Account Group will

be started by selecting in value list, then

pressing ‘Search’ button

③ EX) Select Shipper&Consignee(non-

personal) from value list, and click ‘Search’

button. Result will be shown in below


1. Code Search


Attention

2. Code Search > Detail View

Customer > Code Search > Detail View


① Detail Information like ‘Customer code

view’ will be shown by clicking code

② Customer information is consist of Base

Information, Common tab, Sales tab,

Account tab

- Base Information : About Feature,

and it includes Code, Nation,

Customer Account Group

- Common : About common and

requested, and it includes Location,

Control Office, Customer Name

- Sales : About Sales, and it includes

Sales Person, Sales Person Phone

No, Sales Person Fax No, Sales

Person E-Mail 1

3

2


Attention

2. Code Search > Detail View(Continue)

Customer > Code Search > Detail View


- Account : About Account, and it

includes Accounting

person, Accounting

Person(Local), Accounting Person

Phone No, Accounting Person Fax

No

- Duns : About Duns, and it includes

Duns No, Out of Business Indicator,

Number of Family Members

③ : Detail Description Pop-Up window will

show up by clicking this icon

1

3

2


Attention

3. Code Search > Detail View > History View

Customer > Code Search > Detail View > History View


① Check Master code’s changing history by

clicking History View button.

1


3. Code Search > Detail View > Define Property – Base Information

Seq Field Definition & Usage

1 Code Shipper Code

2 Master Customer Code Master Code

3 Company Code Company Code( Given 1000)

4 Nation Nation Code

5 State State(For United States, Canada, China, India)

6 Customer Account Group Account Group

7 State Name State Name (For India)

8 State/Union Territory State/Union Territory (For India)

9 Business Usage Separated by Container, Bulk, Logistics


3. Code Search > Detail View > Define Property - Common


1 Location Location Code

2 Control Office Office code by Nation to support sales and management( Same as Agent)

3 Customer Name Shipper’s Name

4 Customer Name (Local) Shipper’s Name(In Local Language, and only use in Korea, Taiwan, China)

5 Customer Name (DUNS) Shipper’s Name(DUNS)

6 Address 1 Address 1





11 Address (Local) Address (In Local Language, and only use in Korea, Taiwan, China)

12 Zip Code (Postal Code) Post Code

13 City City’s name

14 Main Phone No Primary Phone Number

15 Main Fax No Primary FAX Number

16 Main E-Mail E-mail

17 Representative Representative’s Name

18 Representative (Local) Representative’s Name(In Local Language, and only use in Korea, Taiwan, China)

19 Representative (DUNS) Representative’s Name(DUNS)

20 Trade Type Export, Import, Separate Importer/Exporter




21 Business Type Separate Importer/Exporter (Actual, Broker, Local FWD, In't FWD, NVO 등)

22 Business Item(Local) Business Item(In Local Language, and only use in Korea)

23 Business Kind(Local) Type(In Local Language, and only use in Korea )

24 Business Registration No Business License number(Korea)

25 Resident Registration No Resident Registration number(Korea)

26 Communication Method Communication method(TEL, FAX, EDI, B2B)

27 General Shipper Code Connect master code with Sequence to work with O/S, Credit Term, Block Policy

28 Bond No Bond No which is given from FMCC to NVOCC(Only United States)

29 VAT Registration No VAT Registration No(Italy)

30 Bank CAB Code(EU-IT) Bank CAB Code(EU-IT) *AGENT : THL - Customer Branch Code

31 E-Mail 1(CN) E-Mail 1(China)

32 E-Mail 2(CN) E-Mail 2(China)

33 Trading Partner Sister Company(Hyundai Securities, Hyundai Logistics, etc)

34 HII Domestic Tag HII Domestic Tag

35 Billing Code(HII) Billing Code(HII)

36 EORI EORI

37 AP+(EU) Shipping Company, Terminal, Shipper’s EDI S/W in LE HAVRE, and Shipper can take cargo after paid in full

38 Payment Group Code(EU) Use for Direct Debit Customer in German

39 Account Responsible (EU) Accounting Representative in France




40 Reconciliation Account AR account(Sale on Credit-Fare , DEM, ETC) which is recommended by system when credit sale statement post. ‘Credit’ is default for Shipper, and Change it when Automatic Statement post

41 Language Available Language in SAP (English is default, but Local Language is available)

42 Input Date Code creation Date

43 Input Person Representative of Code Creation

44 Use Use Code or Not

45 CNTR Tag CNTR Tag

46 BULK Tag BULK Tag

47 Logistics Tag Logistics Tag

48 HPNT Tag HPNT Tag

49 Update Person Update Person

50 Update Date Update Date

51 Master Code Grouping If Company has 2 or more Master code, Assign one of them as Primary Master Code

52 Minor Place of Business Minor Place of Business

53 Trans Vendor Trans Vendor

54 File Attachment File Attachment

55 LNG Tag LNG Tag

56 PAN No PAN No (For India)

57 GST Registration No GST Registration No (For India)

58 SEZ Unit SEZ Unit (For India)


3. Code Search > Detail View > Define Property - Sales


1 Sales Person Shipper’s Sales Person

2 Sales Person Phone No Shipper’s Sales Person’s Phone number

3 Sales Person Fax No Shipper’s Sales Person’s Fax number

4 Sales Person E-Mail Shipper’s Sales Person’s E-MAIL

5 Grade Shipper’s Grade

6 Global Indicate Shipper’s business Terrain(Local/Global)

7 Trade Trade

8 Commodity Commodity code

9 Special Comments Input Comment

10 BKG AGT Assignment Date(CN) Approved date by Booking Agent in China

11 BKG AGT BL SEQ(CN) Assign prefix when B/L is issued by Booking Agent in China

12 BKG AGT Delete Remark(CN) Input Remark when Booking Agent cancel

13 Korea AEO Tag Korea AEO Tag


3. Code Search > Detail View > Define Property - Account


1 Accounting Person Shipper’s Accounting Representative

2 Accounting Person (Local) Shipper’s Representative (In Local Language only for Korea, Taiwan, China)

3 Accounting Person Phone No Shipper’s Accounting Representative’s phone number

4 Accounting Person Fax No Shipper’s Accounting Representative’s Fax Number

5 Accounting Person E-Mail Shipper’s Accounting Representative’s E-Mail

6 Customer Kind Identification code for VAT- Korea (M:Exemption, P: Closure, K: Simplified Taxpayer, N:Non-Registration)

7 Company Kind Company Volume (L: Conglomerate, S:Small Business)

8 Customer Type Shipper Type (A: Agent, S:Customer, V: Vendor, P: Bank)

9 Top Customer Code Register as new customer when primary customer stop using code (Korea)

10 Payment Customer Code Common Customer code/Paying customer (Entrusted payer for customer)

11 Previous Account NO (KR) Previous Account Number (For Existing account’s customer, when account number is merged into Shipper Code)

12 AP Vendor Code Mapping When Cost offset by Vendor, Input AP Vendor code

13 Clearing Vendor Clearing Vendor

14 Clearing With Vendor When Cost offset by Vendor, AP Vendor use or not

15 Cash Management Group Data identification for money balance plan. System will automatically setup by Customer Account Group

16 Received Certificate for Business Registration Tag Received Certificate for Business Registration Tag

17 Received Certificate for Business Registration Seq Received Certificate for Business Registration Seq


3. Code Search > Detail View > Define Property - Duns


1 DUNS Info Tag DUNS Info Tag

2 DUNS No International Business License. D-U-N-S®Number means Data Universal Numbering System, and it is consist of 9 digits to identify company by D&B Each company use this code for identification and management

3 Out of Business Indicator Out of Business Indicator (Y: out of business, N: in Business)

4 Number of Family Members The number of family members including the global ultimate and all subsidiaries and branches of the entire family tree worldwide

5 Line of Business Narrative description in English of the operations or activities of the business

6 Legal Status Code the legal status/structure of the business

7 D&B Region/Continent Code Continent Information

8 Year Started Year Started

9 Sales Volume (US Dollars) Sales Volume (US Dollars)

10 Employees Total Employees Total

11 Import/Export/Agent Code the business either imports materials for re-manufacture or sale, exports products to other countries, or both

12 Previous D-U-N-S® Number Previous DUNS Number

13 Headquarter/Parent D-U-N-S® Number Headquarter/Parent D-U-N-S® Number

14 Headquarter/Parent Business Name Headquarter/Parent Business Name

15 Headquarter/Parent D&B Country Code Headquarter/Parent D&B Country Code

16 Domestic Ultimate D-U-N-S® Number Domestic Ultimate D-U-N-S® Number

17 Domestic Ultimate Business Name Domestic Ultimate Business Name

18 Domestic Ultimate D&B Country Code Domestic Ultimate D&B Country Code


3. Code Search > Detail View > Define Property - Duns


19 Global Ultimate D-U-N-S® Number Global Ultimate D-U-N-S® Number

20 Global Ultimate Business Name Global Ultimate Business Name

21 Global Ultimate D&B Country Code Global Ultimate D&B Country Code

22 Status Code Status Code

23 Subsidiary Indicator Subsidiary Indicator

24 Hierarchy Code Hierarchy Code

25 DUNS Exception Tag DUNS Exception Tag

26 DUNS Exception Remark DUNS Exception Remark

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Customer > Request

① This primary code search screen will show up when clicking ‘Request’ button from MDM search screen

② Search for existing codes before requesting for new Customer code.

③ When clicking ‘Request,’ following pop-up will show up if the code is searched less than 2 times.

④ After primary code searches, if there is no existing registered code, proceed with new code register by clicking ‘Request.’

Ⅳ. Create New Code

1. Register New Customer > Before Code Search

1

- Customer code can be requested only after

users search existing registered code with

requisite search condition at least twice.

- (Requisite search condition : Customer

Name (DUNS), Customer Name (Local),

Address, Address (Local))

3

2

4


Attention

Customer > Request

① Customer registration window will show up by clicking ‘Request’ button

② Master Code is unique primary code, so company can use only 1 code. It can be searched by clicking ,then select it in value list.

③ Nation can be selected in value list by clicking . . If ‘Nation’ is ‘CN,CA,US,IN’, then ‘State’ is requested

④ Search with Master Code is available by pressing ‘Enter’ or clicking ‘Search’ button

⑤ If Master Code is not available, it can be added from Description by clicking ‘Check’ button as New Registration

⑥ If Master Code is duplicated, followed window will show up, then check code by clicking ‘확인’ button

⑦ W means waiting status for approval after registration. It will change to ‘Y’ after customer code is approved


1. Register New Customer > Input Basic Information – Base Information

1

2

3

4

5

- Check Customer’s Master Code before

registration, and use existing one if it is in

system ( Different division will automatically

get Series Sequence code)

7

6


Attention

Customer > Request

⑧ Select Customer Account Group for classification system.

⑨ If Customer Account Group is ‘Shipper&Consignee(non-Personal), Shipper&Consignee(Personal), Shipping Company(Slottage,Charterage)’, then ‘Business Usage’ is active, and requested ‘Container , Bulk or Logistics’ except Customer’s in Busan

⑩ Go to next step by clicking ‘Confirm’


1. Register New Customer > Input Basic Information – Base Information(Continue)

8

9

- State is requested when nation is US, CN,

CA, IN

- Input Business Usage by Customer Account

Group

10


Attention

Customer > Request

① Some information will automatically filled up which user input in previous step, and the others requested for detail information

② Customer Information is consist of Base Information, Common tab, Sales tab, Account tab

- Base Information : About Feature, and it include Code, Nation, Customer Account Group

- Common : About common and requested, it is depend on Account Group and Nation which user input in previous step.

- Sales : About Sales, It is requested by Account Group which is selected in previous step is Shipper&Consignee(non-Personal) or Shipper Consignee(Personal) or Shipping Company, then requested input


1. Register New Customer > Input detailed Information

1

2

- Input 2 Tabs by function when new code

registration is requested.

- Sales Customer is requested input Common

and Sales Tab, and Account Customer is

requested input Common and Account Tab


Attention

Customer > Request

- Account : in regards to ‘Account,’ input data when Account Group which is selected in previous step is ‘Affiliate,’ ‘Others(non-Personal),’ ‘Others(Personal),’ or ‘Special.’

- Duns : in regards to ‘Duns,’ primary approver will input data when ‘Account Group’ is ‘Others(non-Personal),’ ‘Public Institution,’ ‘Business Partner(TR),’ ‘Shipper & Consignee (non-Personal),’ or ‘Shipping Company.’


1. Register New Customer> Input detailed Information(Continue)

1

2


Attention

Customer > Request

① Start Searching for input value by clicking

② Look Up Table will show up by clicking If user input value which is not in table, Invalid error will show up.

③ Start searching by clicking ‘Search’ button, initialize search condition by clicking ‘Clear’ button


1. Register New Customer > Input detailed Information(Continue)

- Search with first letters : XXX*

- Search with last letters : *XXX

- Search with part of letters: *XXX*

- Sort by clicking label at the top of lists

1

2


Attention

Customer > Request

① is requested value

② Check errors and duplicate by clicking ‘Request’ button

- Check duplicate by Nation, Control Office, Customer Name, Address 1, Location, Main Phone No, Main Fax No( If Nation is KR ,and Account Group is ‘Others(non-Personal)’ or ‘Shipper&Consignee(non-personal)’ or ‘Shipping Company(Slottage,Charterage)’, then Business Registration No is included If Nation is KR, and Account Group is ‘Others(Personal)’ or ‘Shipper(Personal)’, then Resident Registration No is included)

③ Error message will pop-up, and Row will

be painted in red when error find.



1

- Temporary Save does not care about error

for saving, and it saves by clicking ‘Temp

Save’ button

2

3


Attention

Customer > Request

① If user need to add additional information

for approver, check ‘Comment’, and input

comments in empty box.

② Request registration by clicking ‘Request’

button



1 2


Attention

Customer > Request

① Save information by clicking ‘Request’

button if all errors are fixed.

② Followed window will show up when ‘Close’ button is clicked

③ Cancel current works by clicking ‘Cancel’ button. ‘Yes’ button is for deleting temporary saved information, and ‘No’ button is for saving temporary saved information. User can check temporary saved data in ‘My Work Status> Draft’

④ If Click ‘X’ on right-hand corner of top, then information is also saved as temporary saved status(Draft)


1. New Customer Registration > Temporary Save

- ‘Temporary Save does not care about error

for saving, and it saves by clicking ‘Temp

Save’ button

1 2

3

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Customer > Modify

① Change Customer’s information by

searching customer in MDM

② All user which request change can change

customer’s information. Move cursor over

customer’s name which is needed change,

then check menus for changing by clicking

right mouse button.

Ⅴ. Maintenance Master Information

1. Change Customer’s Information > Search

- Check Menus for customer’s information

change by clicking right mouse button over

search result

1

2


Attention

Customer > Modify

① In modification, only information regarding

Common and Sales can be changed

② For Account related information, request

to Account representative.

③ Request to primary approver regarding

changing Duns entries.

④ input is also required when modifying

other information. (Requisite data)

⑤ Select Comment or input in blank box for

additional information to approver before

clicking ‘Request’ button.

⑥ ‘Use’ property indicates Customer Code’s

usage (Use / Not Use). Default value is ‘Y’

for new creation. If the code is not used

further, request to change the property ‘N.’


1. Change Customer Information > Input detail Information

1

2

4

5

6

3


Attention

Customer > Modify

① Request error checking and modification of input data by clicking ‘Modify’ button

- When modifying requisite information, a mail will be sent to the approver. The change will be applied after the approver’s review. Otherwise, modified information will be immediately applied if it does not change requisite information.

- When modifying DUNS related information, the change will be applied after approval of both primary and secondary approver.

(Customer Name, Address1~5, Zip Code(Postal Code, Main Phone No, Main Fax No, Main E-Mail, Representative, Use)


1. Change Customer Information > Input detail Information(Continue)

- ‘Temp Save’ button saves the current page

regardless of error.

1


Attention

Customer > Modify

① Followed window will show up when ‘Close’

button is clicked

② Cancel current works by clicking ‘Cancel’

button. ‘Yes’ button is for deleting temporary saved information, and ‘No’ button is for saving temporary saved information. User can check temporary saved data in ‘My Work Status> Draft’


1. Change Customer’s Information > Temporary Save

1

2

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Customer > Account Modify

① Search for Customer who need to update

Account Information

② Modify Account information by clicking

right mouse button over customer’s name,

then select Account Modify Menu

Ⅵ. Update Account

1. Customer Account Modify > Search

- Account Representative modify account

information in Account Modify menu

1

2


Attention

Customer > Account Modify

① Input modify information in Customer

Modify View by selecting Account Modify.

② Account Modify need to be input in

Common, Sales, Account, Duns tab.

Account division can modify all

information except Sales, Duns tab

③ Click ‘Modify’ button after finish

Ⅵ. Update Account

1. Customer Account Modify > Input detail Information

1

- Common and Account tab will be updated

when Account Modified

2

3

2

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Customer > Sales Modify

① Search for Customer who has updated

information.

② Click right mouse button and select Sales

Modify Menu over customer who has

updated information.

Ⅶ. Update Sales

1. Customer Sales Modify > Search

1

- Check Sales Modify Menu by clicking right

mouse button over search result

2


Attention

Customer > Sales Modify

① Customer Modify View will show up for

input modified information by clicking

Sales Modify

② Sales Modify is needed to input in

Common, Sales, Account, Duns tab. Sales

division can modify all information except

Account, Duns tab.

③ Click ‘Modify’ button after finish

Ⅶ. Update Sales

1. Customer Sales Modify > Input detail Information

1

- Common and Sales tab will be updated

when Sales Modified

3

2

I. Overview



IV. Create New Code


VI. Update Account

VII. Update Sales

VIII.Update Duns

Contents


Attention

Customer > Duns Modify

① Search desired customer with Duns data to

change

② Select desired customer to change Duns

data. Click right mouse button and select

‘Duns Modify’ menu.

Ⅷ. Update Duns

1. Customer Duns Modify > Search

1

- Primary approver will modify Duns data

through ‘Duns Modify’ menu

2


Attention

① ‘Customer Modify View’ will show when

clicking ‘Duns Modify.’ Users may input

data for modification.

② ‘Duns Modify’ is divided into Common,

Sales, Account, and Duns tab. Users are

granted authority to update data except

for Sales and Account tab.

③ When Duns No. comes up by searching

GRS site, input ‘Y’ on ‘Duns Info Tag’.

Update the rest entries after. If the ‘Duns

Info Tag’ is ‘N,’ then Duns No will be saved

as temporary number.

1. Customer Duns Modify > Input detail Information

1

- When modifying Duns, update basic data

(Name, Address, Zip Code, etc.) on

common tab and Duns tab.

2

3

Ⅷ. Update Duns



Attention

① When Duns No duplication is needed,

input ‘Y’ on DUNS Exception Tag.

② When ‘Duns Exception Tag’ is ‘Y,’ select

reason from ‘DUNS Exception Remark

entry’ and input.

③ After modifying all data entries, click

‘Modify’ button.

1. Customer Duns Modify > Input detail Information(Continue)

3

2

1

3

Ⅷ. Update Duns


End of Document

user manualeng]mdm manual_customer.pdf · 2020-03-25 · 2 q&a 5. q&a – read detailed...

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