Customer/Property Details
This activity allows you to view the customer property details report. The report serves as a checklist and displays header level details of a unique number. The address at unique number level also shown in the report including the phone number, email Id, etc.
Select the “Customer/Property details” activity under the “Sales Report – IMS” business component.
The “Customer/Property Details” page appears.
- Clicking this icon available near certain fields takes you to the help
page of the respective field.
Enter the following details in the “Filter criteria” group box:
Scheme Code |
The code identifying the scheme for which you want to view the customer property details. Press <Enter>. |
The system displays the following in the “Filter criteria” group box.
Scheme name |
The name of the scheme. |
Enter the following details in the “Filter criteria” group box:
Customer Code |
A unique code identifying a customer. |
The system displays the following in the “Filter criteria” group box.
Customer name |
The name of the customer. |
Enter the following details in the “Filter criteria” group box:
Status (Customer) |
Use the drop-down list box to specify the status of the customer. |
Property No |
A unique number identifying the property mapped to the scheme. |
Relation ID |
A unique code identifying the relationship ID of the customer. |
The system displays the following.
Property |
The description of the property. |
Enter the following details in the “Filter criteria” group box:
Unique No |
The number which identifies the relation – customer combination and is unique for a scheme. |
Status (Unique No) |
Use the drop-down list box to specify the status of the unique number. The combo is loaded with “Allocated”, “Amend”, “Amended”, “Assigned”, “Assigned & POC”, “Cancelled”, “POC”, “Transferred” and “Blank”. The system displays “Blank” by default on launch of the page. |
Legal Flag |
Use the drop-down list box to specify the legal flag to be set or not. The combo is loaded with “Yes”, “No” and “Blank”. The system displays “Blank” by default on launch of the page. |
Note: Any one search criteria is mandatory.
Click the “View Report” push button to view the customer property report.
The system displays the customer/property details report.