General Information

Name

The name of the business affiliate. (Limited to 50 characters.)

Code

The unique business affiliate code. (Limited to 50 characters.)

Business Affiliate Owner

The business affiliate owner.

Optionally, you can set this field to any valid, active business affiliate of Type Owner that exists in SmartTurn. This field allows you to group business affiliates under one business affiliate of Type Owner. This is most useful if you are running a 3PL (3rd Party Logistics) operation.

Entering a Business Affiliate Owner restricts visibility of business affiliates. Only users that are internal employees (agents for the tenant), agents for this business affiliate, or agents for the Owner set here have access and visibility to this business affiliate.

Business Affiliate Owner Code

The Code of the Business Affiliate Owner.

If you create business affiliates through Operations>Business Affiliates>Add, the BA Owner and BA Owner Code fields are rolled into one automatically.

If you create business affilaites through Operations>Business Affiliates>Import, there are two columns and you need to specify them separately.

Type

The business affiliate type. A single business affiliate may have more than one type of business relationship with your company.

• Customer: Customers are the organizations to whom you sell and ship goods. Customers are usually associated with sales orders.
• Vendor: Vendors are the organizations that provide goods to your company. Vendors are usually associated with purchase orders.
• Owner: Owners own inventory or goods you store. If you have business affiliates who are owners, your company is probably a Third-Party Logistics provider (3PL).
• Carrier: Carriers provide both inbound and outbound transportation logistics services to your company.
• Broker: Brokers are third-party agents or intermediaries conducting transactions and services on your behalf or on behalf of other business affiliates in your network.

Active Status

Whether your business affiliate is currently active or inactive with your company. (Business affiliates are deactivated, but not deleted from SmartTurn.)

Date created

When the business affiliate record was created. Read only.

Created by

The username of the user who originally created the business affiliate record. Read only.

Main contact

The first and last name of the person who is the main contact for your company for this business affiliate.

Use Main Contact

When checked, this box indicates that you want to use the main contact as the contact for the specific function (shipment, sales order, purchase order, or payment).

Shipment contact

The first and last name of the person for this business affiliate who receives shipments from your company.

Sales order contact

The first and last name of the person for this business affiliate to whom your company sends sales orders and invoices.

Purchase order contact

The first and last name of the person for this business affiliate to whom your company sends purchase orders.

Payment contact

The first and last name of the person for this business affiliate to whom your company sends payments.

Address Tabs

Main Address

The primary address for the business affiliate. (This is not necessarily the address of the Main Contact.)

Note re: importing business affiliate data SmartTurn uses the Main Address from the Business Affiliates Data worksheet as the default Ship To, Ship From, Bill To, and Pay To addresses UNLESS you specify otherwise in the Business Affiliate Addresses worksheet. Entering data to the Main Address fields in the Business Affiliates Data worksheet without entering data in the Business Affiliate Addresses template is essentially the same as checking the box, "Main As [Address Type]" in each of the address tabs at Operations>Business Affiliates>Edit Business Affiliate.

Ship To

The address to use when shipping goods from your company to a customer.

Bill To

The address to use when sending invoices from your company to a customer.

Ship From

The address from which goods will be shipped from a vendor to your company.

Pay To

The address to which to send payments from your company to various types of business affiliates (could be customer, vendor, owner, carrier, or broker).

Billing Policies tab

Line #

The system generated line number for the purchase order.

Charge Type

The name for the charge type. This is required and must be unique.

General ledger code

The general ledger account number associated with the charge type. The General ledger code can be overridden in the business affiliate billing policies. It cannot be overridden for particular billing lines on documents.

Billing Basis

The Billing Basis answers the question: "When this billing policy (rule) is applied and adds billing lines to a document, how should the amount to bill be calculated?" The options for Billing Basis are:

• per Document - When applying this billing policy to a document, create one billing line, with a quantity to charge of one.
• per Line - When applying this billing policy to a document, create one billing line and charge for each inventory line item on the document (regardless of the quantity on that line).
• per Unit of Measure - When applying this billing policy to a document, create one billing line and charge for the quantity of goods using the billing unit of measure on the document.

Unit of Measure

For billing policies with Billing Basis set to per Unit of Measure, the unit of measure to bill against.

Rate

The unit value to charge per quantity. For each billing line on a document, the Rate is multiplied by the Qty of the line to create the total amount billed for the line. You can create rates with up to four decimal places. For example, if you charge a flat fee of $3.00 per shipment, the Rate is $3.00. If you charge $0.559 per pallet, the Rate is $0.559.

Document Type

The kind of SmartTurn document to apply this billing line to: purchase orders, receipts, sales orders, shipments, and storage documents.

Line Type

The type of line item that this billing policy is looking at. Only applicable when the Billing Basis is per Line or per Unit of Measure and the Document Type is Kit Order or Kit.

Comments tab

Comments

Optional.

History tab

History

The information in this tab is read-only. SmartTurn logs a history of when and who created the business affiliate, as well as when and who made specific changes to the record.

Contacts table

First name

The first name of your contact.

For spreadsheet contact imports: Providing a First name is optional, but it is a good idea to enter one for your contact, because SmartTurn uses a combination of First name and Last name to identify the correct record for updates. Because it's not necessary to have a unique Last name, this combination is a key distinguishing factor.

Middle name

Contact's middle name. (Available only when viewing or editing contact details in the pop-up.)

Last name

Contact's last name. This field is required. It is not necessary for the Last name to be unique.

Job title

Contact's job title.

Email

Contact's email address. (Available only when viewing or editing contact details in the pop-up.)

Phone

Contact's phone number.

Fax

Contact's fax number. (Available only when viewing or editing contact details in the pop-up.)