|
|
|
|
|
This page allows you to search and select the customer code. These customers can be held from making further transactions or released to continue the transactions. You can directly specify the value of the customer code you want to hold or release. Incase you are not sure about the customer code or if you want to hold or release multiple customers; you can carry out a search by specifying the customer related details in the search criteria. The search result is displayed in the multiline. You can select the customer codes from the multiline and hold or release the customers as per your need.
Once held, the status gets updated to “Held”. The customer gets back to the original status once released. The link at the bottom of the page allows you to hold or release Address Ids corresponding to the customer code.
Select the “Hold Customer” link under the “Customer” business component.
The "Select Customer" page appears.
Enter the following detail:
|
Customer Code |
The code identifying the customer belonging to a customer group. (Alphanumeric, 16) |
Note: The “Created At” is populated with the login OU.
The system displays the following field:
|
Created At |
The level at which the customer details are created. |
Select the “Hold/Release Customer” link at the bottom of the “Select Customer” page.
Enter the following details in the “Search Criteria” group box in order to hold or release multiple customer codes:
|
Customer Code From |
The starting range of the customer code you want to retrieve. This number should be less than or equal to the value cited in “Customer Code To”. (Alphanumeric, 18) |
|
Customer Code To |
The ending range of customer codes you want to retrieve. (Alphanumeric, 18) |
Note: You can specify the customer code in full or specify it partially using the “*” character. The system retrieves all the customer codes that are similar to the value specified here.
|
Customer Name |
The name of the customer corresponding to the customer code. (Alphanumeric, 40) |
|
Parent Customer Code |
The code that acts as a parent code for the newly created customer code. Parent customer code must not be same as customer code and it should exist. (Alphanumeric, 16) |
|
Supplier Code |
The code identifying a supplier, if the supplier is defined as the customer also. (Alphanumeric, 16) |
|
Registration Date |
The date on which the customer is registered (Date format). |
|
Address Line1 |
The first line of the address of the customer (Alphanumeric, 40). |
|
Address Line2 |
The second line of the address of the customer, if any. (Alphanumeric, 40) |
|
Address Line3 |
The third line of the address of the customer, if any. (Alphanumeric, 40) |
|
City |
The name of the city (Alphanumeric, 40). |
|
State |
The name of the state (Alphanumeric, 40). |
|
ISO Country Code |
The code identifying the name of the country (Alphanumeric, 40). |
|
Zip Code |
The zip code pertaining to the address. (Alphanumeric, 20) |
|
Phone No. |
The phone number of the customer. (Alphanumeric, 18) |
|
Mobile |
The mobile number of the customer. |
|
Fax |
The fax number of the customer. (Alphanumeric, 16) |
|
E - Mail |
The e-mail id of the customer. (Alphanumeric, 60) |
|
URL |
The uniform resource locator for the e-mail id (Alphanumeric, 50). |
Click the “Search” pushbutton to display the search results in the “Search Results” multiline.
The system displays the following in the “Search Results” multiline:
|
Status |
The status of the customer. The status must either be “Active” or “Held”. |
|
Customer Code |
The code that identifies the customer belonging to a customer group. |
|
|
|
|
Customer Name |
The description of the customer code. |
|
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 |
The name of the state. |
|
ISO Country Code |
The code pertaining to the name of the country. |
|
Phone |
The phone number of the customer. |
|
Mobile |
The mobile number of the customer. |
|
Fax |
The fax number of the customer. |
|
|
The e-mail id of the customer. |
|
Zip Code |
The zip code pertaining to the address. |
|
URL |
The uniform resource locator pertaining to the email id. |
Enter the following detail:
|
Reason Code |
The code identifying the reason for which the customer is held or released (Alphanumeric, 10) Mandatory. |
The system displays the following detail:
|
Reason Description |
The description of the reason code. |
Click the “Hold” pushbutton to hold the selected customer code(s).
The system holds all selected customer codes from any further transactions. The status of the customer must not be “Held” before you click this button. The status of the selected receipts is updated to “Held”.
Click the “Release” pushbutton to release the selected customer codes that are in “Held” status.
The system releases all the selected customer codes. 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 the login OU. The Last Modified Date is populated with the system date.
To proceed, carry out the following
Select the “Hold/Release Customer” link at the bottom of the page to hold or release customer.
