Franchise Partner Setup Card

In this article

General FastTab

Inbound Process Setup FastTab

On the Franchise Partner Setup Card you configure the Franchiser and the Franchisee(s).

  1. Click the icon, enter Franchise Partner Setup List, and select the relevant link.
  2. Select a partner in the list, or click the New action to display the Franchise Partner Setup Card.

In this example from the Demo Data Company, the Franchiser is the record named CRONUS.

Note:

  • Franchisers must set up themselves and all their Franchisees.
  • Franchisees must set up themselves and all their Franchisers.

Note for the Code ID: The Franchiser or Franchisee must have one entry to define themselves , and the entry should have the same code as used in the Franchise Setup, see Franchise Setup for more information.

General FastTab

Fields on the General FastTab:

Field Description
Code The partner's ID, 10 digits, alphanumeric.
Each entry must have its unique code. By default, the partner list is ordered by the values in this field.
Status Selection field with the options Active and On Hold.
Partner Name 50-digit alphanumeric field. If you leave the field blank, the system fills in with the customer name, when you fill in the Customer No. or Vendor No. field. Can be overwritten.
Distribution Location Code Important to fill out for every entry. Entries must not have the same value.
Vendor No. For a Franchiser setup, do no fill in for the Franchisee’s entries.

For a Franchisee setup, fill in for the Franchiser entries.
Vendor Name Automatically filled in when you fill in the Vendor No. field.
Item Import Setup Code Only valid in the Franchisee setup.
In the Franchisee setup, this field must be filled out for the Franchisee‘s franchisers. Behind this is the Template Card for the Item Import Vendor Setup. Make sure that you select the template's Active check box. This is used when receiving Item Master from Franchiser to Franchisee.
Use Item No. in Item Import Only valid in the Franchisee setup and for the franchisers of the Franchisee.
If you select this check box, Item Import uses the Franchiser’s Item Numbers and Variant Code.
Customer No. For a Franchiser setup, fill in for the Franchisee’s entries.

For a Franchisee setup, do not fill in for the Franchiser entries.
Customer Name Automatically filled, when you fill in the Customer No. field.
Suggested Price Group Suggested price group for this Franchise Partner.
Customer Price Group The name of the suggested price group.

Inbound Process Setup FastTab

Field Description
Dimension Process A selection field for this entry. Available options:
  • Use Default
  • Ignore Dimensions
  • Skip Dimension if Not Found
  • Error if Dimension Not Found
Unit Price Tolerance % This field specifies how much in percentage the unit price can differ between the Franchisee and the Franchiser. No check is performed for value 0,00.
Max. Unit Price Tolerance Amt Maximum difference in amount allowed for the unit price between the Franchiser and the Franchisee. No check is performed for value 0,00.
Single Shipment Specifies if the PO/SO is a single shipment or not. If, for example, 10 items are ordered but five are shipped and the order is marked as Shingle Ship, the Qty is set as 5 and the order is finalized.
Allow UOM Change Specifies if the Franchiser is allowed to send different UOM (units of measurement) back to the Franchisee.
Auto Receive Purchase Order Specifies if a purchase order should automatically be received when a message is processed from the Franchiser.
Auto Invoice Purchase Order Specifies if a purchase order should automatically be invoiced when a message is processed from the Franchiser.
Return Orders Specifies if a purchase return message is processed manually or automatically when received from the Franchiser.
Return Reason Code Specifies if validation of the Reason Code is skipped, or an error is issued if the Reason Code is not found.
Auto Ship Return Order Specifies if a purchase return order should automatically be shipped when a message is processed from the Franchiser.
Auto Invoice Return Order Specifies if a purchase return order should automatically be invoiced when a message is processed from the Franchiser.