Hold / Release Customer

This page allows you to hold the Address Ids pertaining to the customer code that is displayed by default on launch of the page. The reason for which you hold the address id can also be cited. The status of the customer gets updated to “Held” on holding it. The status gets updated to the original receipt status once the held customer is released.

The links at the bottom of the page permits you to view additional details pertaining to the selected customer.

Select the “Hold/Release Customer” link at the bottom of the “Select Customer” page.

The "Hold / Release Customer" page appears.

The system displays the following details:

Customer Code	The code identifying the customer belonging to a customer group.
Customer Name	The name of the customer.
Status	The status of the customer. The status must be “Held” or “Active”.

Enter the following detail:

Reason Code	The code identifying the reason for which the customer is held or released (Alphanumeric, 10) Mandatory. The system verifies for the existence of the code and also checks for its validity.
	Help facility available.
	Press <enter> key.

The system displays the following detail:

Reason Desc.

The description of the reason code

The system displays the following details in the “Default Information” group box:

Bill To Id.	The address identification number where the invoices, debit note or credit note needto be sent.
Price List	Price List mapped to the customer.
Price List Desc.	The description of the pricelist.
Ship To Id.	The address identification number where the goods are to be shipped.
Default Shipping OU	The default OU from where the goods are shipped.
Currency	The currency in which the customer is going to transact.
Order From Id.	The address identification number from where the orders would be procured.
Transportation Mode	The default Transportation Mode used for the customer.
Sales Channel	The sales person interacts with the customers through the “Sales Channel”.
Order Type	The type of order placed by the customer.
Processing Action	The type of processing action for all the Items for the customer.
Pay Term	The pay term assigned to the customer.
Partshipment Allowed	Specifies whether partshipments are allowed to Customer or not.
Freight Term	The text pertaining to the freight terms.
Preferred Carrier	The preferred carrier for the customer.

The system displays the following details in the “Additional Information” group box:

Nature Of Customer	The nature of the customer.
Business Unit	The business unit to which the customer belongs, if the nature of customer is internal or group company
Company Code	The company code to which the customer belongs.
Customer Type	The type of the customer.
Tax Payer ID No.	The Tax Payer ID No. of the customer.
Language	The the language of the customer.
Keep Secondary Stock	Specifies whether to keep secondary stock for the customer or not
Consignment Sales	Specifies whether the customer can have consignment sale order or not.
Consignment Billing	Specifies whether the customer is billed in first in first out basis, last in first out basis or by reference.
TranShipment Allowed	Specifies whether transshipment is allowed for the customer or not.
Credit Term Code	The code indicating the credit term of the customer.
Company Identification Ref.	The reference rating agencies, which gives the Identification No. to the customers.
Shipping Tol. +Ve	Negative Shipping Tolerance in percentage.
Shipping Tol. –Ve	Positive Shipping Tolerance in percentage.
Identification No.	A number given to customer by the reference rating agency selected in Company Identification Reference.
D And B Code No.	The number indicating the Dun and Bradstreet code for the customer.
D And B Rating	The number indicating the Dun and Bradstreet rating for the customer.
SIC Code	The code identifying the standard industry classification of the customer.
ISO Code	The international standard organization code assigned to the customer.
Market	The type of market to which the customer belongs.
Industry	The industry to which the customer belongs.
Region	The region to which the customer belongs.
Segment	The segment to which the customer belongs.
Sub Segment	The sub segment to which the customer belongs.

The system displays the following details in the “Address Details” multiline:

Address Id.	The identification number indicating the address of the customer.
Address Line1	The first line of the address of the customer.
Address Line2	The second line of the address of the customer, if any.
Address Line3	The third line of the address of the customer, if any.
City	The name of the city.
State ID	A unique code identifying the state.
ISO Country Code	The code identifying the name of the country.
Zip Code	The zip code pertaining to the address.
Phone No.	The phone number of the customer.
Fax	The fax number of the customer.
E - Mail	The e-mail id of the customer.
INCO term	The terms of the freight charges acceptable between the user and the company.
INCO Place Air	The place or destination point associated with the specified inco terms, if the mode of transport is air.
INCO Place Road	The place or destination point associated with the specified inco terms, if the mode of transport is road.
INCO Place Rail	The place or destination point associated with the specified inco terms, if the mode of transport is train.
INCO Place Ship	The place or destination point associated with the specified inco terms, if the mode of transport is ship.
Delivery Area code	The code identifying the area where the goods are delivered.

Check the “Select” column of the multiline.

Click the “Hold Customer” pushbutton to hold the selected Address Ids.

The status of the customer must not be “Held” before you click this button. The status gets updated to “Held”.

Click the “Release Customer” pushbutton to release the selected Address Ids.

The status of the customer must not be “Active” before you click this button. The status gets updated to “Active”.

Note: The changes made are saved at OU level. The Last Modified By is populated with Login OU. The Last Modified Date is populated with the system date.

To proceed, carry out the following

Select the “View Customer Item Details” link at the bottom of “Hold/Release Customer” page.

Select the “View Financial Details” link at the bottom of “Hold/Release Customer” page.

Select the “View Default Ship/Bill to Customer” link at the bottom of “Hold/Release Customer” page.

Select the “View Customer Item Attribute” link at the bottom of “Hold/Release Customer” page.

Select the “View Bank Details” link at the bottom of “Hold/Release Customer” page.

Select the “View Contact Persons” link at the bottom of “Hold/Release Customer” page.

Select the “View Selling Restriction” link at the bottom of “Hold/Release Customer” page.

Select the “Attach Notes” link at the bottom of “Hold/Release Customer” page.

Select the “View Credit Term” link at the bottom of “Hold/Release Customer” page.

Select the “View Price List” link at the bottom of “Hold/Release Customer” page.

Select the “View Map Location Coordinates” link at the bottom of the page to view the latitude and longitude details.

The system displays the following details:

Created By	The login user id of the person who has created the “Customer” component.
Created Date	The date on which the “Customer” component is created.
Last Modified By	The login user id of the person who has last modified the “Customer” component.
Last Modified Date	The date on which the last modification is done.