2. Client Related Products Workflow

1. Purpose

Configure all rate-related master data for a client so that handling, storage, and other charges can be calculated, posted to the general ledger, and reported accurately.

2. Step-by-Step Configuration

Start 🟢

MANDATORY SETUP 

1. CR.06 – Client Names & Addresses 
   1. Ensure the client master record exists before assigning rates.
2. CR.10 – Measuring Unit Codes 
   1. Define unit-of-measure codes (e.g., EA, PLT, CBM) used in rate calculations.
3. CR.36 – Revenue Reporting Codes 
   1. Create reporting codes that map revenue to specific services or departments.
4. GL.06 – General Ledger Account Codes 
   1. Enter GL accounts for handling, storage, surcharges, and other charge categories.

OPTIONAL SETUP 

5. CR.20 – Invoice Group Codes 
   1. Group related charges under a single invoice section (e.g., “Inbound Handling,” “Storage”).
6. CR.19 – Cumulative Quantity Rate Breaks 
   1. Define tiered rate breaks based on quantities or periods (e.g., 1–100 units @ $5, 101–500 units @ $4).

MANDATORY SETUP 

7. CR.22 – Rates (Handling, Storage, etc.) 
   1. Enter the actual rate values for each service, linked to the measuring unit codes and rate-break tiers.

OPTIONAL SETUP 

8. CR.17 – Table of Charge Codes 
   1. Create lookup tables that simplify ad-hoc charge calculations (e.g., temperature-holding fees, special services).
9. OR.42 – Query of Rate Information 
   1. Run an on-screen lookup to verify all rate definitions for the client.

OUTPUT

10. CR.48 – Client Rates Report 
    1. Generate and print the comprehensive Client Rates Report, summarizing every configured rate, tier, and GL mapping.

End 

4. Outputs & Artifacts

• Measuring Unit Table (CR.10)
• Revenue Reporting Codes (CR.36)
• GL Account Setup (GL.06)
• Invoice Group Definitions (CR.20)
• Quantity Rate Breaks (CR.19)
• Rate Entries (CR.22)
• Charge Tables (CR.17)
• On-Screen Rate Query (OR.42)
• Client Rates Report (CR.48)

5. Best Practices

Master-Data First: Always complete steps 2–6 (client record and unit/GL setup) before defining rates.

Tier Validation: After creating rate breaks (CR.19), test a sample calculation to confirm tier logic.

GL Mapping: Ensure every rate category maps to a valid GL code to avoid posting errors.

Report Review: Review the printed Client Rates Report (CR.48) with the client for sign-off before going live.

6. Legend & Roles

 Next: 3 Client Related Billing Profiles