Processing of Visit Data in the Settlement Cockpit 

Use

You use these functions to edit customer data or selected customer visit data in the Settlement Cockpit.

Customer visit data is data that refers to customer visits and which you issue before a tour begins in the ERP system and complete after a tour. This ensures the driver has all the information he requires during the tour (for example, shipment data, data on deliveries, customers, materials). During the tour, the driver adds any processes that occur during the tour to the customer visit data. When the driver returns from the tour, you enter the added customer visit data to the system and check and edit the customer visit data in the Settlement Cockpit.

You can edit the following data for a customer visit:

·        General data about the customer visit

General data about a customer visit is basic data that you created before carrying out a customer visit and that does not document any specific processes carried out during the customer visit (for example, customer, address, contacts).

·        Data regarding executing deliveries to customers

Delivery execution data is, for example, data regarding quantities that differ from the plan, that the driver has delivered, collected empties, or returns.

·        Data regarding unplanned orders placed by customers during the visit

During a customer visit, the driver received an additional order from the customer or has to change and existing order.

·        Data regarding unplanned invoices created by the driver during the tour

If a driver creates an invoice during a customer visit, he has to document this transaction.

·        Different time data related to the customer visit

You can enter time data with reference to:

¡        A tour

¡        A customer visit.

Time types related to a customer visit could be, for example:

¡        Waiting times

¡        Unloading times

·        Different distance data related to the customer visit

Distance data related to a customer visit is data that drivers have documented during their tour and which has to be assigned to a particular customer visit. The distance type defines the type of distance information. (For example, extra journeys made).

·        Collection data related to the customer visit

Collection data is data concerning receipts and expenses of the driver related to a customer visit (for example, receipts issued when the customer pays the for a delivery; payments, if the driver pays out an amount for received empties).

Prerequisites

The customer visit data that you want to edit must be listed in the Settlement Cockpit worklist.

Features

The following functions are available for editing customer visit data in the Settlement Cockpit:

·        Editing delivery execution data

You can make changes to the general customer visit data.

·        Executing the order entry

You can edit delivery execution data for a customer visit, for example, change quantities if a driver has made a delivery of an unplanned amount or if the driver takes back empties or returns.

·        Displaying invoices

You can display invoices that a driver has created during a customer visit. The Settlement Cockpit only displays invoices that were created using Route Accounting. The system does not display invoices created using the Billing (SD-BIL) component in the Settlement Cockpit.

If the driver has made handwritten changes to invoice documents, you can subsequently edit the invoice documents in the Settlement Cockpit. If you perform the final settlement run, the system generates the relevant documents in SAP SD.

·        Recording time data for a customer visit

You can enter different and the same time types several times. You can create customer-specific time types in Customizing.

·        Recording distance information for a customer visit

In the Settlement Cockpit in Route Accounting you can process distance information for different distance types. You can create customer-specific distance types in Customizing.

·        Enter and assign collection data for a customer visit

You can edit collection data for the driver’s receipts and expenses in the Settlement Cockpit in Route Accounting, that has a reference to a customer visit.