View Additional Details

View Customer Additional Details

This page allows you to view the additional details pertaining to the customer such as commercial information, sales information, shipping information, general information, address id details and default address id.

This page also permits you to view the customer item details, financial details, default ship/bill to customer, customer item attributes, receipt details, contact persons, selling restriction, notes, credit term, price list, statement and credit term.

Select the “View Customer Additional Details” link at the bottom of the “Select Customer” page.

The "View Customer Additional Details" 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”.
Reason Code	The code identifying the reason for which the customer is held or released.
Reason Desc.	The description for the reason code.

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

Nature Of Customer	The nature of the customer.
Business Unit	The business unit of the customer. A business unit has number of organizational unit under it.
Company Code	The code identifying the company.
Customer Type	The type of the customer.
Currency	The code identifying the currency in which the customer is going to transact.
Tax Payer ID No.	The identification number of the tax payer.
Credit Term Code	The code pertaining to the credit term of the customer.
Freight Term	The text pertaining to the freight terms.
Pay Term	The pay term the customer wants to use.

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

Order Type	The type of order placed by the customer.
Price List	The code identifying the pricelist. The price list cited here gets displayed in the transactions for the customer.
Price List Desc.	The description of the pricelist.
Sales Channel	The sales person interacts with the customers through the “Sales Channel”.
Consignment Sales	The text indicating whether the customer can have consignment sale order or not.
Consignment Billing	The text indicating whether the customer is billed in first in first out basis, last in first out basis or by reference.
Processing Action	The type of processing action that the customer needs.
Sales Person Code	The code identifying the sales person.

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

Shipping Point	The location from where the goods are shipped.
Transportation Mode	The mode of transportation of goods.
Preferred Carrier	The most preferred carrier for the customer, to transfer the goods.
Partshipment Allowed	The text indicating whether the shipment can take place is parts or not.
TranShipment Allowed	The text indicating whether the goods are directly dispatched to the customer or indirectly through warehouse.
Keep Secondary Stock	The text that indicates whether to keep secondary stock for the customer or not.
Shipping Tol. +Ve	The number indicating the excess percentage, if the quantity of item shipped is more than the required quantity.
Shipping Tol. –Ve	The number indicating the shortage percentage, if the quantity of item shipped is less than the required quantity.

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

Company Identification Ref.	The identification reference given to the company.
Identification No.	The identification number of the customer.
Language	The language of the customer.
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 number indicating the standard industry classification number of the customer.
ISO Code	The international standard organization code assigned for the item.
Market	The type of market. For example, rural or urban.
Industry	The industry to which the goods belong.
Region	The region in which transaction takes place. For example, North, South, East or West.
Segment	The segment of the goods being shipped.
Sub Segment	The sub segment of the goods being shipped, if any.
IE Code	The code identifying the importer/exporter.
RBI Code	The code allocated by the RBI (Reserve Bank of India) for the specified supplier.
Imports Registration No	The imports registration number.
Exports Registration No	The exports registration number.

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

Address Id.	The identification number indicating the address of the customer.
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.
E - Mail	The e-mail id of the customer.
Fax	The fax number 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.

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

Bill To Id.	The address identification number where the invoices, debit note or credit note needs to be sent.
Ship To Id.	The address identification number where the goods are shipped.
Order From Id.	The address identification number from where the orders would be procured.

To proceed, carry out the following

Select the “View Customer Item Details” link at the bottom of the page to view customer item details.

Select the “View Financial Details” link at the bottom of the page to view financial details.

Select the “View Default Ship/Bill to Customer” link at the bottom of the page to view default ship or bill to customer.

Select the “View Customer Item Attribute” link at the bottom of the page to view customer item attribute.

Select the “View Bank Details” link at the bottom of the page to view bank details.

Select the “View Contact Persons” link at the bottom of the page to view contact persons details.

Select the “View Selling Restriction” link at the bottom of the page to view selling restriction.

Select the “Attach Notes” link at the bottom of the page to view notes.

Select the “View Credit Term” link at the bottom of the page to view credit term details.

Select the “View Price List” link at the bottom of the page to view price list details.

Select the "View Supplementary Details" link at the bottom of the page to view supplementary details.

Select the "Operational Checklist" link at the bottom of the page to view the checklist details of the customer.

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.