Recording Beneficiaries
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This tab enables the user to record the customer details and contract details of the Pool ID.
The system displays the following:
Error |
The icon identifying the status of the particular row. |
Enter the following fields:
Customer # |
The number identifying the customer associated to the Pool ID. Help facility available. |
The system displays the following:
Customer Name |
The name of the carrier or agency. |
Enter the following fields in the multiline:
Customer Contract # |
The number identifying the customer contract. On entering the ‘Customer Contract #’ and click of enter, the system retrieves the part effectivity line #s of the customer contract. Help facility available. |
Part Effectivity Line # |
Use the drop-down list box to specify the part effectivity line # of the customer contract. The system lists all the part effectivity Line # that are defined for the Customer in the “Manage Sale Contract” activity of the “Sale Contract” business component. |
Part Sale List # |
Use the drop-down list box to specify the part sale List # of the Customer. The system lists all the Part Sale List # that is defined for the customer in the “Create Customer Record” activity of the “Customer” business component. |
Part Sale Type |
Use the drop-down list box to specify the part sale type of the part sale list. The system lists all the ‘active’ part sale types defined in the “Define Process Entities” activity of the “Common Master” business component. |
Remarks |
Any description pertaining to the Customer #. |
User Defined Beneficiary Details – 1 |
Use the drop-down list box to specify the user defined details for the Customer. The system lists all ‘active’ quick codes defined under the Quick Code Type ‘User Defined Beneficiary Details – 1’ in the “Create Quick Codes” activity of the “Storage Administration” business component. |
User Defined Beneficiary Details – 2 |
Use the drop-down list box to specify the user defined details for the Customer. The system lists all ‘active’ quick codes defined under the Quick Code Type ‘User Defined Beneficiary Details – 2’ in the “Create Quick Codes” activity of the “Storage Administration” business component. |
User Defined Beneficiary Details – 3 |
Any additional information pertaining to the Beneficiary details. |
User Defined Beneficiary Details – 4 |
Any additional information pertaining to the Beneficiary details. |
The system displays the following field:
Error Message |
The error message of the particular row. |
Click the “Save Beneficiaries” pushbutton to create/modify the beneficiary details of the Pool ID.
The Pool ID gets created in ‘Draft’ status, in create mode.
The system updates the status of the Pool ID to ‘Fresh’ if Beneficiaries, Part Details, Station Coverage and Warehouse Mapping tabs are saved successfully, in modify mode.
To proceed
Select the 
image
to launch the Part Details
tab to record the details of the Parts supported from the Pool.
Select the 
image
to launch the Exclusion
details tab to record the exclusion details, if specific parts
are with few customers.
Select the 
image
to launch the Station
Coverage tab to record the station details that are supported
from the pool.
Select the 
image
to launch the Warehouse
Mapping tab to map the warehouses to the Pool ID.
