Objective: The Customer Price Group Report (aka CHAIN code report) identifies related accounts that share similar pricing in a consolidated view. The report provides a detailed overview of customer information, including Customer Number, Customer Name, Customer Address, and Customer Purchase Order details associated with the designated Price Group.

 

1. Location of Report (System): ABS - User Defined Report
   1.  CUSTOMER PRICE GROUP REPORT

 

2. Who is Responsible: Individuals involved in service planning, customer engagement, and pricing strategies as such as Service Managers, Regional Service Directors, RDMAs or accounts owners of the price group, should actively engage with this report to make informed decisions regarding customer interactions and service delivery. As a general rule, customers belonging to the same price group should be treated similarly and share common service parameters.

 

3. Frequency / Due Date: The report should be run regularly to ensure up-to-date and accurate information. The frequency of running the report may vary based on business needs, but a recommended schedule is monthly or quarterly. This periodicity ensures that the Service Management team has access to the latest customer data, enabling them to respond proactively to customer needs and market trends. The due date for report generation should align with the business reporting cycles and strategic planning timelines.

 

4. Output: The Customer Price Group Report produces a consolidated document containing crucial customer details such as Customer Number, Customer Name, Customer Address, and Customer Purchase Order information. This output provides a holistic view of the customer landscape associated with a specific Price Group (Chain code), allowing service managers to identify trends, assess customer preferences, and tailor service strategies accordingly. The report output is typically in a format that is easy to interpret and can be shared across the Service Management team for collaborative decision-making (i.e., renewals, QBRs, etc.).

 

5. Importance to Service Management:

 

a. Strategic Customer Management:

1. 1. 1. Enables the Service Management team to strategically manage and categorize customers based on Price Groups, supporting targeted service approaches and personalized customer interactions.

b. Data-Driven Decision-Making:

1. 1. 2. Serves as a valuable data source for Service Management, empowering them to make informed decisions about service offerings, pricing strategies, and resource allocation based on the characteristics of specific customer segments.

 

 

c. Proactive Service Planning:

1. 1. 3. Facilitates proactive service planning by identifying customer trends and preferences within a Price Group, allowing Service Management to anticipate customer needs and tailor service delivery accordingly.

d. Enhanced Customer Engagement:

1. 1. 4. Provides a comprehensive overview of customer details, fostering enhanced customer engagement strategies. This ensures that service interactions are not only efficient but also aligned with the unique requirements of each customer within a Price Group.

e. Financial Impact Assessment:

1. 1. 5. Supports the evaluation of the financial impact of service strategies by linking customer purchase order information to specific Price Groups, aiding in the assessment of revenue streams and profitability associated with different customer segments.

In summary, the Customer Price Group Report is a critical tool for Service Management, empowering them to strategically manage customer relationships, make data-driven decisions, plan services proactively, engage customers effectively, and assess the financial impact of service strategies.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete the following steps:

 

1. ABS User Define Reports
2. Select – CUSTOMER PRICE GROUP REPORT
3. Launch Report          

 

4. Type in the customer CHAIN CODE
5. Select OK

 

 

 

         

 

 

 

 

 

 

 

 

 

6. CUSTOMER PRICE GROUP REPORT

 

1. 1.  CHAIN GROUP – acronym given to the group of accounts
   2.  CHAIN GROUP NAME
   3.  CUSTOMER NUMBER
   4.  CUSTOMER NAME
   5.  STREET – Address Line 1 in ABS
   6.  STREET2 – Address Line 2 in ABS
   7.  CITY
   8.  STATE
   1.  ZIP CODE
   10.  DATE ACTIVE – Account start date as per the new install file
   11.  PURCHASE ORDER - A purchase order (PO) is an official document a buyer sends to a seller. The purchase order binds the buyer to a promise to pay the seller for designated products at a future date.