Enter Reconciler for Customer Schedules

Explanation

Use this activity to enter a reconciler for use in customer schedules. This is a must if using customer schedules.

A reconciler is a user who can perform the reconciliation process for all customer schedule agreements connected to this reconciler. The role of the reconciler is to change the status of a customer schedule schedule from Entered to Reconciled. This job requires some analysis of the agreement with the customer, recent deliveries, and schedule data. Reconciliation takes into account actual deliveries made after the schedule was first produced. A reconciler must be connected to at least one user.

Prerequisites

The user ID must be valid in system and must be connected to one or more Oracle/login users.

System Effects

As a result of this activity:

• The reconciler can be entered on a customer schedule agreement.
• The user can perform the reconciliation process for all customer schedule agreements connected to the reconciler after the customer schedule has been entered and before it has been approved. Typically, this is done after the deliveries have been made.
• If you select the Blocked for Use check box, the reconciler will not be available for further use and will not appear in the List of Values.

Window

Customer Schedule Basic Data

Related Window Descriptions

Customer Schedule Basic Data/Reconciler

Procedure

To perform this activity, follow these steps:

1. Open the Customer Schedule Basic Datawindow.
2. On the Reconciler tab, create a new record in the Reconciler ID field and enter up to three alphanumeric characters for the ID.
3. In the Name field, enter the description.
4. Optionally, select the Blocked for Use check box to block the reconciler from further use.
5. Create a new row in the table.
6. In the User ID field, select the user you wish to connect to the reconciler from the List of Values.
7. Save the changes.