Create a master customer account
From: Tony, Samtex, CEO
Attn: Bill, Samtex Inc.CIO
Subject: The combined billing
Bill,
For the customer's request to open a single consolidated matter, can we do? You know, some large customers have been complaining about a few years ago, we are always open to give them different invoices, each invoice corresponds to them here, and we opened a book keeping account. We would like to intercept these invoices through artificial means, and consolidating them into one invoice, but this approach does not seem effective.
Not only a lot of customers complain about receiving an invoice will be messy and inconvenience and trouble, but also believe that our mastery of discounts on bulk purchases not accurate enough. This phenomenon is not only dampened the enthusiasm of our customers, but also consuming a great deal of time and money to artificially adjust these invoices. I hope you can recommend an effective program of action to resolve this problem.
Tony
From: Jules, CIO
Attn: Timberley, CEO
Subject: regarding the consolidation of billing
Timberley
Thank you for asking me this question. Our new version of ERP system to support some accounts consolidated into a single account, this account can contain multiple shipping addresses. This method should be able to resolve most of them.
However, how do we determine what the current account is indeed owned by the same customer all? My staff has done analysis, they found a number of accounts using the contact address, company name, different, but the same global customer base represents a subsidiary body or department. So, we need identify all of these duplicate accounts, and the fall into a "master" account, which really is not an easy task. Moreover, even if customers agree with us according to this method to merge their accounts, it is still difficult to achieve. I need this program to further explore the outcome of one will immediately tell you.
Jules
We can find e-mail, Samtex using different systems deal with different business functions, and for enterprises of different business units within the same business functions a separate system. Company hopes to be able to implement a single ERP program, to unite all systems. In fact, this process is extremely complex, because the current business-to-how to integrate the various systems in the main document and eliminate duplicate records, this issue, there is simply no way to start with.
Samtex hopes to reap from the benefits of ERP implementation is one of optimizing customer data processing, including the issuance of a single invoice for each client capabilities. Major clients, the urgent need for a single, comprehensive bill to simplify the payment process, and its financial dealings with the Samtex track. In most cases, these customers have signed with Samtex bulk purchases discount agreements. They worry that if placed in front of a lot of separate bills, will likely not get the agreement in the most favorable price.
ERP system implementation with business requirements mentioned above the only way is that the company can be found on the accounts of a "cluster" approach to identify by the same company for all accounts opened, even though these accounts with a different company name and contact addresses. Under normal circumstances, accounts are in accordance with these customers are located in different subsidiaries of the company name or department name to create.
Samtex customer master data may be located in multiple different systems. Each of the different legacy systems are likely to have a separate customer master file. In order for these customer master data integration, it means that the main document must identify all accounts to determine which ownership of the same customer account, and can be summarized to a single account, while also taking into account the client company's internal structure.
Customer Data Integration Solutions (CDI) helps business-to-adjust customer accounts, create a character with the same "master customer account." The main account cross-reference of the Samtex application systems in all representing the same customer's account information. This means that Samtex linked to the same customer as long as the various accounts in the sales of a simple summary, you can accurately track the company's overall sales trend of these customers. Robust CDI solution will also support multiple client-level, allowing easy in the customer enterprise structure of their levels of sales of each track. |
