Client Related

Updated at June 20th, 2025

Table of Contents

CR - Client Related Basic Client Setup: Rates and Billing Profiles: Customer Related Setups: Carrier Related Setups: Supporting Inventory Records: Inventory Master: Client Reporting: Client Designations: Client Rates Report:

CR applications are used in the Warehouse Management System to maintain various client related information and activities; e.g., record client names and addresses, set rates, define billing profiles, etc.

For a list of the terms associated with client related and other applications in the Warehouse Management System, see Warehouse Terminology. For other related topics, see also Non-Standard Billing.

To walk through a series of integrated workflows for client related activities, click here.

Click on the following links for documentation on each of the CR applications (based on their job codes).

CR.52 [Inactive Client Deletion Report]

Client Designations:

CR.23 [GL Modifier Validation Report]

CR.24 [Client's Own Order # Series]

CR.25 [Client's Own BOL# Series]

CR.29 [Order Types]

CR.32 [Generic Classification Codes]

CR.33 [System-Generated Lots, Maintain]

CR.34 [Distribution Analysis Clients]

CR.35 [Clients for Order Monitoring]

Client Rates Report:

CR.50 [Inactive Rates-Deletion/Report]

CR.54 [Current Computer Generated #'s]

CR.61 [Product/Charges Changes Log]

CR.67 [Delete Product if Zero Balance]

Note: To view a PDF version of all the CR-related documentation, click CR - Client Related. Note that your PDF reader will launch within e-Z Learn. To search for text in the selected PDF, type Ctrl-F. To exit a PDF, click the (back) button.

customer related

Client Related

Contact Us

CR - Client Related

Basic Client Setup:

Rates and Billing Profiles:

Customer Related Setups:

Carrier Related Setups:

Supporting Inventory Records:

Inventory Master:

Client Reporting:

Client Designations:

Client Rates Report:

Related Articles