Select Customer

This page allows you to search and select a customer code for which the details are to be modified or deleted. Tell me more

Select the “Edit Customer” link under the “Customer” business component.

The "Select Customer" page appears.

Enter the following detail:

Customer Code

The code identifying a customer belonging to the 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.

Enter the following details in the “Search Criteria” group box:

Customer Code From	The starting range of the customer code you want to retrieve for editing or deleting. This number must 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 for editing or deleting. (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 must exist. (Alphanumeric, 18)
Supplier Code	The code identifying the supplier, if the supplier is defined as the customer also. (Alphanumeric, 16)
Registration Date	The date on which the customer is registered (Date format). The system date is displayed as the default value on launch of the page.

Note: If the customer is created in draft status and at a later point of time if you want to retrieve and edit the customer details, the registration date field must be cleared and then the search push button must be clicked. However if the registration date is mentioned then the customer created on the given date alone would be retrieved.

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	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 pertaining to 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 be “Active”
Customer Code	The unique code identifying the customer belonging to the customer group.
Customer Name	The name of the customer corresponding to the customer code.
Address Line 1	The first line of the address of the customer.
Address Line 2	The second line of the address of the customer, if any.
Address Line 3	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 identifying the name of the country.
Zip Code	The zip code pertaining to the address.
Phone No.	The phone number of the customer.
Mobile	The mobile number of the customer.
Fax	The fax number of the customer.
E - Mail	The e-mail id of the customer.
URL	The uniform resource locator pertaining to the e-mail id.

Check the “Select” column from the multiline.

Click the “Delete” pushbutton to delete the customer details corresponding to the select column.

The status of the SO is checked. If the status is “Closed” or “Short Closed”, the status of the selected customer in the multiline gets updated to "Cancelled" else an error is thrown. All the changes 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.

Note: The status of the selected customer code must not be “Cancelled” in order to edit its details.

To proceed carryout the following:

Select the “Edit Customer Details” link at the bottom of the page to modify the customer details.

Select the “Edit Additional Details” link at the bottom of the page to modify the customer additional details.

Select Customer - An overview

You can directly specify the customer code and edit it. If you are not sure about the customer code or if you want to delete multiple customer codes, you can carry out a search by specifying the customer related details in the search criteria. If the customer is created in draft status and at a later point of time if you want to retrieve and edit the customer details, the registration date field must be cleared and then the search push button must be clicked. However if the registration date is mentioned then the customer created on the given date alone would be retrieved. The search result is displayed in the multiline. You can select the customer codes from the multiline and delete them.

You can modify the details of a particular customer code, by selecting the “Edit Customer Details” link. You can also modify the details of the customer at OU level by selecting the “Edit Additional Details” link.