User Manual - Customer -

Transcription

1 User Manual - Customer

2 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not in Use VI. Account Update VII. Sales Update

3 . Summary Ⅰ. Summary Codes of clients who purchase Hyundai Merchant Marine s service and pay freight & charge to HMM. - Shipper, Consignee, and Notify of container & bulk business - All accounting customers (Customer, Agent, Financial Institutions, and Public Institutions) - Vessel & space slottage / charterage partner Customer s standard code structure is comprised of eight digits. Customer K R H D E L 0 0 Nation Customer Master Sequence

4 . Summary > Account Group Ⅰ. Summary Account Group manages Customer Code. Account Group Description (ENG) Detail Description 000 Overseas Subsidiary HQ & 5 Overseas Subsidiaries (Corporation) 000 Affiliate Hyundai Business Group Affiliates (Hyundai Logistics, Hyundai Elevators,,,) 000 Agent HMM Agents for container/bulk (INN, PKT, BAN, etc) 000 Others(non-Personal) 0005 Others(Personal) Other customer, managed by accounting team (Corporation) Ex. ICD, CY, Terminal, Lease revenue, commission revenue ) Other Customer for posting Account Receivable other sales account ) Other Customer for posting other sales related transactions ) Can not assign other account group Other customer, managed by accounting team (Personal) Ex. ICD, CY, Terminal, Lease revenue, commission revenue ) Other Customer for posting Account Receivable other sales account ) Other Customer for posting other sales related transactions ) Can not assign other account group 0006 Public Institution Public Institution 0007 Business Partner(TR) Business Partner (Financial agency & General companies) HQ/Financial Team only handle 000 HMM Offices/Teams HMM Offices/Teams 00 Shipper&Consignee(non- Personal) Corporate customer like Samsung Electronics, DHL, etc 00 Shipper&Consignee(Personal) Personal customer who load personal effects 00 Shipping Company (Slottage,Charterage) Vessel & space slottage/charterage partner

5 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update

6 . MDM Log In > SAP Menu: SAP > SAP menu > MDM > Customer Ⅱ. Menu and Basic Function MDM Log In menu for Customer in SAP is as follows. - SAP > SAP menu > MDM > Customer > Request : New Customer Request Menu > Search : Customer Search Menu - 5

7 . MDM Log In > WINS Menu: WINS > 900 Customer Code Inquiry Ⅱ. Menu and Basic Function MDM Log In Menu for Customer WINS is as follows. - WINS > 900 Customer Code Inquiry > Request : New Customer Request Menu > Update : Modification Menu through Searching Customer - 6

8 . Menu and the composition of a page Ⅱ. Menu and Basic Function Menu: Layout MDM s basic screen consists of menu inquiry located at the top of the screen. When you select a Master Code option, the appropriate search screen will open. When Home > Exit is clicked, the main browser will shut down and exit. 7

9 . Menu and the composition of a page Menu: Layout > Menu Ⅱ. Menu and Basic Function After clicking the Custom Tools, select the relevant Master Code s search page. If you need any User Manual, you can download it for each Master by clicking Window > Help Download (ENG) 8

10 . My Work Status > Approval Pending Menu: Custom Tools > My Work Status > Approval Pending Ⅱ. Menu and Basic Function When creating new codes, or modifying existing ones, approval is sometimes necessary. In My Work Status users can review codes with status equal to Approval pending, Requested, Rejected, and Draft by clicking the relevant status button. Displays the list of user s codes under selected status. Approval Pending lists are shown when the tab is clicked. - Master : Requested Master Code Type is shown. - Code : Requested Master Code - Description : Master Code Description - Nation : Requested nation - Request No : Request number - Request Date : Requested Date - Requester : Requester - Step Duration Time : Time elapsed since request creation - Comment : Any user comment 9

11 . My Work Status > Requested Menu: Custom Tools > My Work Status > Requested Ⅱ. Menu and Basic Function By clicking the Requested tab you can view a list of any new codes requested for creation, and modification requests. Requested items are shown. The list on requested item. - Master : Requested Master Code Type is shown. - Code : Requested Master Code - Description : Master Code Description - Nation : Requested nation - Request No : Request number - Request Date : Requested Date - Requester : Requester - Step Duration Time : Time elapsed since request creation - Comment : Any user comment 0

12 5. My Work Status > Rejected Ⅱ. Menu and Basic Function Menu: Custom Tools > My Work Status > Rejected If you click the rejected tab, you will have the list of any codes you have requested that were rejected by approval party. Shows the list of rejected records. A list for rejected 5 - Master : Requested Master Code Type is shown. - Code : Requested Master Code - Description : Master Code Description - Nation : Requested nation - Request No : Request number - Request Date : Requested Date - Requester : Requester - Step Duration Time : Time elapsed since request creation - Comment : Any user comment If you move your mouse cursor on Comment, you can see detailed information.

13 6. My Work Status > Draft Ⅱ. Menu and Basic Function Menu: Custom Tools > My Work Status > Draft If you click Draft, you can access the list of temporary storage codes for newly requested codes or modification requests. Shows the list of temporary code records 5 A list for temporary storage - Master : Requested Master Code Type is shown. - Code : Requested Master Code - Description : Master Code Description - Nation : Requested nation - Request No : Request number - Request Date : Requested Date - Requester : Requester - Step Duration Time : Time elapsed since request creation - Comment : Any user comment If you close window by clicking when requesting, or if you select Yes against the question Do you want to move current status to draft? after press close button, processing data will be on Draft. 5 After clicking check box, selected item will be deleted when click delete button.

14 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update

15 . Code Search Menu: Custom Tools > Customer > Code Search Ⅲ. Master Code Search and Inquiry This page is for searching existing codes. You can refine your Search by inputting items such as Code, Customer Name, Business Usage, and HMM Sales Person, etc. Also you can use * to search for full list. Each code is comprised of eight digits. The first two digits refer to Nation, the second four digits refer to Master, and the last two digits refer to Customer sequence Code. When searching Customer Name, you must input only Customer Name and avoid inputting special characters such as CO., LTD, PVT, GMBH., BV. You can search data base by clicking Search or pressing Enter key. The number of results for your enquiry are shown. A list of the results shows in ascending order. If you click Code, you can see the list in descending order. - Starting word search : XXX* - Ending word search : *XXX - Partial word search : *XXX* - Click the menu on the top to be resorted.

16 . Code Search Menu: Custom Tools > Customer > Code Search > Value List Search Ⅲ. Master Code Search and Inquiry A list of search criteria is obtained by clicking. You can search items such as Nation, Location, State, and Control Office by clicking. If you click, Nation Search Value List will show. If you click Search or press Enter key, a list of searched results will be shown. You can also search by inputting specific Code you want to search. For example, AE. Searched results will appear in ascending order by Code. If you choose relevant code, the code will be sent to the main search page. - Click button to do Value List Search 5

17 . Code Search Menu: Custom Tools > Customer > Code Search Ⅲ. Master Code Search and Inquiry This page is for refining search criteria by clicking Value List. You can search items such as Customer Account Group and Trade Type by using scroll down menu of Select Value List. If you want to search Customer Account Group, choose category in Value List and click Search. For example, if you choose Shipper&Consignee, searched results for Shipper&Consignee will be shown. 6

18 . Code Search > Detail View Menu: Custom Tools > Customer > Code Search > Detail View Ⅲ. Master Code Search and Inquiry For more detailed information, click the relevant code. A Customer Code is then shown. Customer information is categorized into Common, Sales and Account information. - Common : Common and required. They are Code, Master Customer Code, Nation, Control Office, Customer Name, Address - Sales : Sales items. They are Sales Person, Sales Person Phone No, Sales Person Fax No, and Sales Person . - Account : Account Items They are Accounting Person, Accounting Person Local), Accounting Person Phone No, and Accounting Person Fax No. If you click the icon, detailed description will be shown. 7

19 . Code Search > Detail View Menu: Custom Tools > Customer > Code Search > Detail View > History Ⅲ. Master Code Search and Inquiry When checking detailed information of Master Code, you can view the History of modification. If you want to check only modified data, tick item box for View Changed Data. You can then view the date when users have modified criteria. 8

20 . Code Search > Detail View > Attribute Definition Ⅲ. Master Code Search and Inquiry Attribute Definition - Common Seq Field Definition & Usage (English) Code Customer code Master Customer Code Customer Master code Master Customer Name Customer Master code Description Nation Nation 5 Control Office Control Office 6 Customer Name Customer Name 7 Customer Name (Local) Customer Name (Local language for KR, TW, CN) 8 Address Address 9 Address Address 0 Address Address Address Address Address 5 Address 5 Address (Local) Address (Local language for KR, TW, CN) State State (US,CA,CN) 5 Zip Code (Postal Code) Zip Code (Postal Code) 6 Location Location 7 City City 8 Main Phone No Main Phone No 9 Main Fax No Main Fax No 0 Main Main Representative Representative Representative (Local) Representative (Local language for KR, TW, CN) Business Usage Container or Bulk Trade Type Import, Export, Both 5 Business Type Customer Kind(Actual, Broker, Local FWD, In't FWD, NVO) 9

21 . Code Search > Detail View > Attribute Definition Ⅲ. Master Code Search and Inquiry Attribute Definition - Common Seq Field Definition & Usage (English) 6 Business Kind (Local) Business Kind (Korea) 7 Business Item (Local) Business Item (Korea) 8 DUNS No DUNS Number is a unique nine-digit sequence recognized as the universal standard for identifying and keeping track of many businesses parties in the world. 9 Business Registration No Business Registration No (KR) 0 Resident Registration No Resident Registration No (KR) HMM Sales Person HMM Sales Person HMM Sales Person HMM Sales Person Communication Method Communication Method (TEL, FAX, EDI, BB) General Shipper Code It is related with sequence code and It is used in O/S, Credit Term, Block Policy 5 Bond No Bond No 6 VAT Registration No VAT Registration No 7 (CN) (CN) 8 (CN) (CN) 9 Trading Partner Affiliate (Hyundai Logistics, Hyundai Securities) 0 Company Code The company code is an organizational unit within financial accounting Customer Account Group Customer Account Group Reconciliation Account The reconciliation account in G/L accounting is the account which is updated parallel to the sub ledger account for normal postings (for example, invoice or payment). Language Language (As SAP language, English is basic, but local language is acceptable Input Date Input Date 5 Input Person Input Person 6 Use Use or Not Use 7 Master Code Grouping When more than master code is same company, it is representative master code 0

22 . Code Search > Detail View > Attribute Definition Ⅲ. Master Code Search and Inquiry Attribute Definition - Sales Seq Field Definition & Usage (English) Sales Person Sales Person of the Customer Sales Person Phone No Sales Person Phone No of the Customer Sales Person Fax No Sales Person Fax No of the Customer Sales Person Sales Person of the Customer 5 Grade Grade of the Customer 6 Global Global Customer Tag (Whether it is Global customer or not) 7 Trade Trade (US, EU, LA, etc) 8 Commodity Commodity code 9 Special Comments Input Special Comments 0 BKG AGT Assignment Date (CN) BKG AGT Assignment Date (CN) BKG AGT BL SEQ(CN) BKG AGT BL Prefix (CN) BKG AGT Delete Remark (CN) BKG AGT Delete Remark (CN)

23 . Code Search > Detail View > Attribute Definition Ⅲ. Master Code Search and Inquiry Attribute Definition - Account Seq Field Definition & Usage (English) Accounting Person Accounting Person in Customer Accounting Person (Local) Accounting Person in Customer (Local language for KR,TW,CN) Accounting Person Phone No Accounting Person Phone No in Customer Accounting Person Fax No Accounting Person Fax No in Customer 5 Accounting Person Accounting Person in Customer 6 Customer Kind Customer Kind for Value-added tax (KR) 7 Company Kind Size of Company for KR (L: Large, S:Small) 8 Customer Type Customer Type for KR (A: Agent, S: Customer, V: Vendor, P: Bank) 9 Top Customer Code Representative Customer Code (KR) Account Responsible (EU) Accounting person in France (EU) AP+(EU) In Le havre Terminal, Cargo is released when freight & surcharge is paied and it is confirmed by EDI through among shipping carrier, terminal, customer (EU) Payment Group Code(EU) In Germany, it is used for Direct Debit customer (EU) Payment Customer Code The field is only needed if payments are not to be made directly to the vendor to whom the payable is owed 5 Previous Account No Old code 6 AP Vendor Code Mapping Mapping of AP vendor code for clearing (Offset) 7 Clearing With Vendor It is tag to manage use or not use "Clearing With Vendor " 8 Cash Management Group In cash management, customers is allocated to planning groups by means of an entry made in the master record

24 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update

25 . New Customer Creation > Overview Ⅳ. New Code Creation Summary Request Customer code is requested through MDM. CNTR Global Traffic Coordination Team, Bulk Business Planning & Development Team, and Account team approve code. RHQ also have the same authority to approve code. (After approved, Accounting Team update additional account information. MDM : Custom Tools > Customer>Code Search > Request WINS: SAP : Requester New code Request Requester Approval Process MDM MDM MDM Approver New Information Registration And authority to modify HQ (Global Traffic Coordination Team AHQ (Accounting team) EHQ (Equipment) Approver New Information Registration And authority to modify Bulk Business Planning & Development Team Approver New Information Registration And Authority to modify HQ : Account team AHQ: Accounting team EHQ : Accounting team

26 . New Customer Registration > Pre Check Menu: Customer > Request > Pre Check Ⅳ. New Code Creation This page is for Customer Registration by clicking Request. The same company must use the same Master Code as assigned to that company. Therefore, search the code already registered through this page. You can use Description and Master Code as search conditions. You can search Master Code by pressing Enter key or clicking Search. Search list for Master Code will show in ascending order. When choosing Master Customer Code, it inputs automatically choosing data of Master Customer Code and Master Customer Name as below. 5 5 You can search relevant nation by clicking or inputting in person. If the nation you want to choose is CN, CA, or US, you must choose State. - Firstly, check whether there is relevant Customer s Master Code, for your customer. Use this code for creation. A sequence code will automatically be assigned for a different location/address within your nation for the same named company. 5

27 . New Customer Registration > Pre Check (Continued) Menu: Customer > Request > Pre Check Ⅳ. New Code Creation 6 When registering Customer, you have to choose Customer Account Group for customer category. 7 If Customer Account Group is Shipper&Consignee (non-personal), Shipper&Consignee (Personal), Shipping Company, Business Usage is activated and you have to choose Container or Bulk. 0 8 You can register new Master Customer Code by searching on the top or inputting in person. If you input new Master Customer Code Name, Master Customer Code Will be automatically created by system. 9 After completing input for each item, you will go to the next step after clicking Next. 0 If you input the existing Master Customer Name, a window will appear as followed. You can choose whether you use the existing code or not If Nations are stated as US, CN, CA, the state is mandatory. -Input Business Usage according to Customer Account Group. 6

28 . New Customer Registration > Input Detailed Information Menu: Customer > Request > Enter Values Ⅳ. New Code Creation This page is the next step of Pre Check. Relevant items are automatically input according to previous step. This step allows user to input remaining detailed information. Customer information is broadly distinguished into Common, Sales, and Account tab. - Common : Common and required. Required input items are different according to Account Group and Nation chosen in the previous step. - Sales : Sales items. If you chose Shipper&Consignee (non-personal), Shipper&Consignee (Personal), or Shipping Company as Account Group, input this category. - Account : Account items. If you chose Affiliate, Others (non-personal), Others (Personal), or Special, input this category. - Input two tabs according to business function when requesting to create code. - Sales Customer must input Common and Sales Tab. Account Customer must input Common and Account Tab. 7

29 Menu: HMM Global MDM System Project. New Customer Registration > Input Detailed Information (Continued) Ⅳ. New Code Creation Customer > Request > Enter Values > Value List If you search input value, please click If you click, Look Up Table referable to input value will appear. If you input invalid value, it will not be saved. 5 This is for search function of Look Up Table. After search, if you click Search, searched results will appear. If you click Clear, you will go to the initial page. You can search starting word and ending word. If you check Not, opposite results will appear. You can search separately if you choose alphabet or numbers on Description or Code. 5 - Begin with : Starting Word Search - Contains : Including Search Word - Ends with : Ending Word Search - Equal to : Synonym Search - Is empty : Null Value Search 8

30 Menu: HMM Global MDM System Project. New Customer Registration > Input Detailed Information (Continued) Ⅳ. New Code Creation Customer > Request > Enter Values > Save In the initial page, the icon is seen as. If you input any data, the icon is transformed into. If there is error in process to save, the icon is transformed into. If every input item is temporarily saved correctly, the icon is transformed into. are mandatory fields. So, please input data without fail. You can check error and duplicates, by clicking Save. - Duplications are checked with Nation, Control Office, Customer Name, Address, Location, Main Phone No, Main Fax No, Business Registration No, Resident Registration No. - If Nation is KR and Account Group is one of Others (non-personal), Shipper&Consignee (non-personal), Shipping company Slottage,Charterage), Business Registration No is included in duplication factors. - If Nation is KR and Account Group is Others(Personal) or Shipper&Consignee (Personal), Resident Registration No) is included in duplication factors. - : Starting Screen or ready to save - : Input data does not saved - : Error occurred - : Other fields except are required to be inputted 9

31 . New Customer Registration > Input Detailed Information Menu: Customer > Request > Enter Values > Error Ⅳ. New Code Creation If Error appear, is transformed into. If you click, relevant Spec and Error message will pop up. In the box popped up, If you click Attribute in Error, you can directly go to the item which should be modified. Then modify the errors. After modifying all the errors, click Save. You can check the errors in input value by clicking Save. If the icon on the left side of the top in the page is transformed into, it is on temporarily storage. - : Starting Screen or ready to save - : Input data does not saved - : Error occurred - Save : Error check of input value and temporary saving - Apply : Apply to temporary saving value 0

32 Menu: HMM Global MDM System Project. New Customer Registration > Temporarily Storage Detailed Information Ⅳ. New Code Creation Customer > Request > Enter Values > Close If error occurs, will appear. You can save data by correcting error. If required input item is not filled, or value is not inputted properly, will appear. You can check what error is by moving your mouse cursor over the icon. If you correct error and click Save, it will be disappeared. If you click Close to close the window, the box will appear as followed. If you want to cancel the work, click Cancel. If you want to delete temporary storage code, click Yes. If you want to save, click No, and then you can confirm the data in My Work Status. You can click Save after correcting every error. You can check error of inputted value by clicking Save. If the icon on the left side of the top is transformed into, it will be saved temporarily. - : Starting Screen or ready to save - : Input data does not saved - : Error occurred

33 . New Customer Registration > Complete Requested Ⅳ. New Code Creation Menu: Customer > Request > Enter Values > Requested 5 5 You can check error of inputted value by clicking Save. You can check current state by seeing the icon on the left side of the top. If you want to make a comment on the request to an approver, choose in Comment item and write a message in the blank next to the item. After writing, click Request. Next, the box will pop up as shown. If you click X on the right side of the top, it will be sent to Draft. - : Starting Screen or ready to save - : Input data does not saved - : Error occurred

34 Menu: HMM Global MDM System Project. New Customer Registration > Confirm Requested (Requester) Ⅳ. New Code Creation Customer > Request > My Work Status > Request Requester can check Requested in My Work Status of Custom Tools. If you click Requested, you can confirm what requester has asked for. You can check detailed requested information by clicking master code. - If Requested Code is approved or rejected, a mail will be sent to user.

35 Menu: HMM Global MDM System Project. New Customer Registration > Complete Requested (Approver) Ⅳ. New Code Creation Customer > Request > A mail that a user requested to register a Master code is sent to an approver. It offers information about requested master code. If approver clicks the link, Approval Pending of My Work Status will appear in a new window. If you click Approval Pending, a list to be handled will be shown. - The mail describes Code, Description of Customer, request region, requester, request date, and any Comment on request.

36 . New Customer Registration > Confirm Requested (Approver) Ⅳ. New Code Creation Menu: Customer > Request > My Work Status > Approve This page is for approver s My Work Status. If you click requested master information, detailed information will appear. Check an error. If there is, modify and save. When you approve or deny, You can choose and comment on the reason. If you approve Master Code, click Approve. If you deny it, click Rejected. If you click Close, the window will be closed Approver has to check required items and important attributes thoroughly, and approve. 5

37 . New Customer Registration > Rejected (Requester) Menu: Customer > Request > Rejected Ⅳ. New Code Creation This is the sent to requester to deny approval. A message describing that requested master code detail is rejected is sent to requester. It offers requested master information. If you click the link, Approval Pending of My Work Status will appear on a new window. You can check rejected item by clicking Rejected. The rejected reason can be checked by clicking. 6

38 Menu: HMM Global MDM System Project. New Customer Registration > Confirm Approval (Requester) Ⅳ. New Code Creation Customer > Request > Approved This is the mail describing requested master code is approved. A message that the code is approved is sent to requester. It offers requested master information. If you click the link, a window for Customer Code Search will appear. If you search requested master code in the opened search window, you can search created code. 7

39 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update 8

40 . Customer Modification > Overview Ⅴ. Master Modification and not In Use Summary When Customer s Modification or not in use occurs, Global Traffic Coordination Team, Bulk Business Planning & Development Team, Accounting team approve. In addition Regional HQs have the same authorities. (If required item is modified, follow the approval process, and modification on optional items is applied directly) Request MDM : Custom Tools > Customer>Code Search > Modify Requester Request to modify information Requester Approval Process MDM MDM MDM Approver Approval Authority to modify information HQ (Global Traffic Coordination Team ) AHQ (Accounting) EHQ (Equipment) Approver Approval Authority to modify information Bulk Business Planning & Development Team Approver Approval Authority to modify information HQ : Accounting team AHQ: Accounting team EHQ : Accounting team 9

41 . Customer Modification > Search Menu: Custom Tools > Customer > Code Search Ⅴ. Master Modification and not In Use When changing the customer information, you can change it through searching code in MDM. Authority for modification is available to any requester. You can confirm menu for modification by clicking the right mouse button on searched Customer. - You can confirm menu for modification by clicking the right mouse button on searched Customer. 0

42 . Customer Modification > Input Detailed Information HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > Enter Values When modifying, you can modify only Common and Sales items. If you want to modify Account items, you have to request it to the person in charge of Account. If there is, it is required to input even when it is modifying. Before clicking Request, if you need to comment on request to approver, choose Comment item or fill in the blank. 5 Use field is to set use or non-use of code. When creating code, it is done with Default Y, But if you do not want to use code any more; modify it to N, it becomes Non use code by approval procedure. 5 - Modification of optional fields could be made by end users, but modification of mandatory fields requires approval.

43 . Customer Modification > Input Detailed Information HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > Enter Values When you have completed updating modified items, click Request. If you don t save and click Request, a new message will appear as followed. Then click Save then Request, and a new window describing code as correctly modified will appear. After finishing inputting modified items, click Save and Request. If you want to modify required items, the mail will be sent to approver. After approval, modified items are saved. When required items are not modified, modified items are applied directly. - When modifying required items, ask the person in charge to modify. - Modification except for required items is applied directly.

44 . Customer Modification > Confirm Requested (Requester) HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > Request Users can check Modification requested in My Work Status of Custom Tools. You can see detailed matters requested by clicking Requested. You can confirm detailed information requested by clicking code.

45 . Customer Modification > Confirm Requested (Approver) HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > A mail that an user requested to register Customer Master is sent to an approver. It offers information about requested master. If you click the link Click here to go My Work Status, a window for Approval Pending in My Work Status of MDM will appear. If you click Requested, detailed matters requested will appear. - Approver can check approval requested through mail.

46 . Customer Modification > Confirm Requested (Approver) HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > Approve > View This is for approver s My Work Status. If you click Master Information requested, a window for detailed information requested to be modified will appear. If you approve or reject, you can write the reason on the blank in the allocated box. Click Approval if you approve modification of relevant Master Code. If you reject, click Reject. Click Close to close the window. 6 - When approving or rejecting, you can comment the reason on the blank. 5

47 . Customer Modification > Rejected(Requester) Menu: Custom Tools > Customer > Modify > Reject > Ⅴ. Master Modification and not In Use 5 This is a mail for Modification requester when rejected. This is a message that Master Code requested is rejected. It offers Master information requested. If you click the link, a window for Approval Pending in My Work Status will appear. You can check a list rejected by clicking Rejected. You can check the reason by clicking in area provided. 5 6

48 . Customer Modification > Request Again Menu: Custom Tools > Customer > Modify > Rejected > Re-request Ⅴ. Master Modification and not In Use When rejected, requester s Request can be requested in Rejected Tab of My Work Status. If you click Master Information rejected, you can see a window for detailed Modification. Refer to the reason, and request again. If requesting Code again is not needed, click Close and No. Then it will be deleted. 7

49 . Customer Modification > Confirm Approval (Requester) HMM Global MDM System Project Ⅴ. Master Modification and not In Use Menu: Custom Tools > Customer > Modify > Approve > This is a mail sent to Modification requester when approved. It describes requested master code is approved. It offers information about requested master. If you click the link, a window for Customer Code Search will appear. You can check created code if you search master code in a window for opened search. 8

50 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update 9

51 . Customer Account Update > Overview Ⅵ. Account Update Summary Approvers of Headquarter(Accounting Team), America(Accounting Team), and Europe (Accounting Team) directly modify information related to customer s account. Request MDM : Custom Tools > Customer > Code Search > Account Update Approver Approval Process Authority to modify Account HQ (Accounting Team) AHQ (Accounting Team) EHQ (Accounting Team) 50

52 . Customer Account Update> Search Menu: Custom Tools > Customer > Code Search Ⅵ. Account Update You can search Customer who has Account Update. If there is update on customer s account information, HQ (Accounting Team), AHQ (Accounting), and EHQ (Accounting) modify data in this page. Choose customer you want to update, and select Account Update menu by clicking the right mouse button. - The person in charge of Accounting team can update account information through Account Update Menu. 5

53 . Customer Account Update > Save Menu: Custom Tools > Customer > Account Update Ⅵ. Account Update 6 5 When clicking Account Update, a window for Workflow Request View will appear. You can input Update in the window. Account Update is distinguished into Common, Sales, and Account Tab, and should be inputted. Accounting team has update authority for anything except for Sales Tab. If there is, information is required to be input. 5 6 After every update is finished, click Apply. If you don t save and click Apply, a message will appear as followed. Then click Save and Apply. It is automatically applied to update. If it is finished to be applied, a window will appear. - If Account Update is conducted, update on Common and Account Tab is done. 5

54 Contents I. Summary II. Menu and Basic Function III. Master Code Search and Inquiry IV. New Code Creation V. Master Modification and not In Use VI. Account Update VII. Sales Update 5

55 . Customer Sales Update > Overview Ⅶ. Sales Update Summary Approvers of HQ(Global Traffic Coordination Team), AHQ(Accounting), EHQ(Equipment), and Bulk Business Planning & Development Team directly modify information related to customer s sales. Request MDM : Custom Tools > Customer > Code Search > Sales Update Approval Process Approver Authority to modify Container Customer s information HQ (Global Traffic Coordination Team) AHQ (Accounting) EHQ (Equipment) Approver Authority to modify Bulk Customer s information Bulk Business Planning & Development Team 5

56 . Customer Sales Update > Search Menu: Custom Tools > Customer > Code Search Ⅶ. Sales Update You can search Customer who has Sales Update. When you update Customer s Sales, HQ (Global Traffic Coordination Team), AHQ (Accounting), EHQ (Equipment), and Bulk Business Planning & Development Team update on customer s sales information in this page. Authority of Sales Update is only given to Global Traffic Coordination Team and Bulk Business Planning & Development Team. Choose a customer to update sales information, and click the right mouse button. Then click Sales Update. - Check Sales Update by clicking the right mouse button on one of search results. 55

57 . Customer Sales Update > Save Menu: Custom Tools > Customer > Sales Update Ⅶ. Sales Update If you click Sales Update, a window for Workflow Request View will appear, and you can input updated information in the window. Sales Update is distinguished into Common, Sales, and Account Tab, and should be inputted. Global Service Coordination team and Bulk business planning & development team has update authority for anything except for accounting Tab. If there is, it is required to input. 5 Click Apply, after inputting all information. 5 If you don t save and click Apply, a message will appear as follows. Then click Save and Apply. 6 6 It is automatically applied to updated information. The window is closed when application is finished. - If you updated on Sales Update, information of Common and Sales Tab will be updated. 56

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