Manage Customer Information

This activity allows the user to maintain and update customer information. For the selected organization unit, the system retrieves and displays the corresponding organization name from the “Organization Setup” business component and the customer code and customer name from “Customer” business component. This activity allows the user to view, modify and save all the details associated to the customer.

Select the “Manage Customer Information” link under the “Customer Portal“ business component.

The “Manage Customer Information” page appears.

The system displays the following details in the header:

Company Code	The code identifying the company.
Company Name	The name of the company.

Select a relevant option from the drop-down:

Org. Unit

Use the drop-down list box to select the organization unit. The system populates the list box with all the OUs that are mapped to customer component.. The system displays the login OU by default on launch of the page.

The system displays the following details in the header:

Org. Name	The name of the organization unit. The system retrieves and displays the OU name from “Organization Setup” business component.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.

Enter the following details in the header:

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).
Country	The code of the country (Alphanumeric, 40).
Zip Code	The zip code identifying the address area (Alphanumeric, 20).
Phone No.	The phone number of the customer (Alphanumeric, 18).
Fax No.	The fax number of the customer (Alphanumeric, 40).
Email Id.	The e-mail id of the customer (Alphanumeric, 60).
URL	The Universal Resource Locator / Web site of the customer (Alphanumeric, 50).
Contact Person	The code or name identifying the contact person. (Alphanumeric,45)

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

Currency	The currency in which the customer will transact.
Payment Term	The payment term assigned to the customer.
Payment Mode	The mode of payment assigned to the customer.

Select a relevant option from the drop-down in the “Shipping Information” group box:

Transportation Mode

Use the drop-down list box to select the mode of transportation. The system populates the list box with values defined in the “Category” business component. The system displays “Air” by default on launch of the page.

Enter the following details in the “Shipping Information” group box:

Preferred Carrier

The preferred carrier for the customer (Alphanumeric, 20). Mandatory. This value will be defaulted in Sale Order.

Select a relevant option from the drop-down in the “Shipping Information” group box:

Partshipment Allowed

Use the drop-down list box to specify whether partshipments are allowed to the Customer or not. The options are “Yes” or “No”. The system displays “No” by default on launch of the page.

Enter/ Modify the following details in the “Bank Details” group box:

Bank Name	The code identifying the name of the bank (Alphanumeric, 40) Mandatory.
Account No.	The bank account number of the customer (Alphanumeric, 20) Mandatory.

Enter/ Modify the following details in the “Address Details” multiline:

Address Id.	The unique code identifying the address of the customer (Alphanumeric, 12) Mandatory.
Address 1	The first line of the address of the customer (Alphanumeric, 40) Mandatory.
Address 2	The second line of the address of the customer, if any (Alphanumeric, 40).
Address 3	The third line of the address of the customer, if any (Alphanumeric, 40).
City	The name of the city (Alphanumeric, 40). Mandatory.
State	The name of the state (Alphanumeric, 40). Mandatory.
Country	The code of the country (Alphanumeric, 40). Mandatory.
Zip Code	The zip code identifying the address area (Alphanumeric, 20).
Phone No.	The phone number of the customer (Alphanumeric, 18). Mandatory.
Fax No.	The fax number of the customer (Alphanumeric, 40).
Email Id.	The e-mail id of the customer (Alphanumeric, 60). ). Mandatory.

Click “Update Information” pushbutton to save all the details associated to the customer.

The system saves the customer code and all the details associated to it.

The system displays the following details in the “Data History” group box:

Created By	The login id of the user who created the customer information.
Created Date	The date on which the customer information is created.
Last Modified By	The login id of the user who last modified the customer information.
Last Modified Date	The date on which the customer information was last modified.