Creating a customer record

This page enables you to enter a customer record. Tell me more

Select the “Create Customer Record” link under the “Customer” business component.

The “Create Customer” page appears.

Date Format

The format in which the date fields appears in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following fields in the “Customer Details” group box:

Customer #	A unique code identifying the customer (Alphanumeric, 16). Mandatory. This field can be a combination of characters and digits and cannot be left blank. Ensure that this code is unique across all organizational units.
Reference Status	Use the drop-down list box to select the reference status of the customer. The system lists the following options: Under Creation – Select this option if the customer information is not complete. Active – Select this option when the customer information is complete. A customer can be referred to in all transactions only after attaining the “Active” status. The system sets this field as “Under Creation” by default.
Customer Name	The name of the customer (Alphanumeric, 40). Mandatory.
Registration Date	The date on which the customer is registered (Date Format). Mandatory. The system sets the current server date by default.
Parent Customer Code	The code of the customer that is identified as parent for the current customer code (Alphanumeric, 18). Ensure that this code is unique and already defined in the login organizational unit. Also this customer code must be in the “Active” status. Help facility available
Supplier #	The supplier code if the customer is a supplier (Alphanumeric, 16). Ensure that the supplier code is already defined in the “Register Supplier” activity of the “Supplier” business component. Help facility available
SPEC 2000 Code	Manufacturer code, such as CAGE #, NSCM #, given by an external regulatory authority to a customer (Alphanumeric, 45).
SITA/ARINC	The SITA / ARINC code given to the customer. This code identifies the customer when using the SITA/ARINC form of communication (Alphanumeric, 45).
Operator #	Use the drop-down list box to select the airline operator code of the customer. Data selection in this field is mandatory if the option “Operator For External Maintenance?” for the entity type Component Entry is set as “1” ie. “Mandatory” in the “Define Process Entities” of the “Common Masters’ business component. The system lists the ”Active” airline operator codes (of IATA, ICOU or Others type) defined in the “Create Airline Operator” activity of the “Common Master” business component. Ensure that data selection in this field is based on the set options specified in the “Define Process Entities” activity of the “Common Masters” business component. Note that modification in this field is allowed only for customer orders that are in status “Draft”, “Fresh”, “Confirmed’, “Returned”, “Approved” or “Processed Status”. The system leaves this field blank by default.
Multiple Operators?	Use the drop-down list box to specify whether multiple operators are allowed for the given customer. You can select from the options “Yes” or “No”. Data selection in this field is mandatory if the option “Operator For External Maintenance?” for the entity type Component Entry is set as “1” ie. “Mandatory” in the “Define Process Entities” of the “Common Masters’ business component. Ensure that data selection in this field is based on the set options specified in the “Define Process Entities” activity of the “Common Masters” business component. The system leaves this field blank by default.
User Name	The user name of the customer (Alphanumeric, 30). Help facility available
Engagement Type	Use the drop-down list box to select the type of service provided to the customer. The system lists the following options: Full Maintenance – Select this option to indicate that full maintenance service would be provided on the aviation asset. On Request – Select this option to indicate that the maintenance service would be provided based on the customer’s requirements.
Numbering Type	Use the drop-down list box to select the numbering type for the automatic generation of Customer #. The drop-down list box displays options depending on the definition of the process parameter “Automatic Customer # Generation” under the entity “MRO Sales” in the Set Sales Process Parameters” activity. The drop-down list box displays: Manual, if the process parameter value is 0. Manual and, all Active numbering types mapped to transaction "Automatic Customer # Generation", if the process parameter value is 1. If the process parameter is 1, this field displays the default numbering type for the“Automatic Customer # Generation” transaction as specified in the “Maintain Numbering Privileges” activity.
Customer Category	Use the drop-down list box to select the category of the customer. The drop-down list box displays the following: All Active values defined against Category Type "Customer Category" in the Maintain Category Code activity.
Prospect #	The unique ID identifying an unregistered customer.

Select the following in "Trade Regulatory Compliance” group box.

Last Reviewed Date

The date on which ITAR compliance by the customer was last reviewed.

Note: The date you specify here must not be later than the current date

Valid Till Date

The date after which the ITAR compliance by the customer expires.

Note: The date you specify here must not be

A date in the past
Earlier to Last Reviewed Date

Enter the following fields in the “Copy Details” group box, if you wish to copy customer details:

Customer #

The code identifying the customer from which you wish to copy the details (Alphanumeric, 16). Ensure that the customer code is already defined in the login organizational unit.

Data entry in this field is mandatory if you have specified copy options.

Help facility available

Sales Point

Use the drop-down list box to select the sales point with which the customer is associated. The system lists all the organizational units in which the customer can be created.

The system leaves this field blank by default.

Data selection in this field is mandatory, if you have checked one or more of these check boxes: “All”, “Sales Point Information”, “Part Price List Information”, “Certificate Information”, “Default Bill to/Ship to Information” and “Customer Part Information”.

Copy Details

Check one or more of the following boxes in the “Copy Options” field to copy customer details. You must check at least one box if you have entered the customer code to be copied:

All	Check this box to copy all the details of the customer.
Sales Point Information	Check this box to copy the sales point information of the customer including certificate details, part information, default ship to/bill to IDs, service and part price list information.

Note: You can copy the sales point information only for a customer in “Active” reference status.

Main Customer Information	Check this box to copy the main details of the customer such as address information, additional details and commercial information.
Price List Information	Check this box to copy the part price list and service price list details associated with the customer.
Address ID Information	Check this box to copy the address ID details of the customer.
Customer Part Information	Check this box to copy the customer part details.
Payment receipt information	Check this box to copy the payment receipt information entered for the customer.
Certificate Information	Check this box to copy the certification details entered for the parts provided to the customer.
Commercial information	Check this box to copy the business or commercial information pertaining to the customer.
Default Bill To/ Ship To Information	Check this box to copy the inter-customer relationship information such as Default Bill to or Ship to details.
Customer Task Master List	Check this box to copy the customer task master list information
TCD Details	Check this box to copy the TCD information set for the customer, such as TCD #,TCD Variant #,-TCD Variant Description, TCD Type, TCD Basis, TCD Rate and Billable?

Note: Data entry in the “Customer #” field is mandatory if you have checked any of the boxes in the “Copy Options” field.

Enter the following fields in the “Address Information” group box:

Address Line1	The first line of the customer address (Alphanumeric, 40) Mandatory.
Address Line2	The second line of the customer address, if any (Alphanumeric, 40).
Address Line3	The third line of the customer address, if any (Alphanumeric, 40)
Address Line4	The fourth line of the customer address, if any (Alphanumeric, 40)
City	The name of the city (Alphanumeric, 40) Mandatory.
Zip Code	The zip code identifying the address area (Alphanumeric, 20).
State	The name of the state (Alphanumeric, 40) Mandatory.
County	The name of the county (Alphanumeric, 40)
LC Applicable?	Use the drop-down list box to specify whether the Letter of Credit is applicable for the respective Address ID. The system lists the options ‘Yes’ or ‘No’. By default the system leaves this field blank.
Province	The name of the province (Alphanumeric, 40)
ISO Country #	The ISO code given to the country (Alphanumeric, 5). Mandatory.
Station #	The code identifying the station in which the defined address is located. Help facility available
Delivery Point	Use the drop-down list box to specify the location to where the goods are delivered. The system lists all the active delivery Points as defined as ‘Category Codes’ under the ‘Logistics Common Master’ business component.
Carrier / Agency #	Use the drop-down list box to specify the carrier or agency for the given address which is agreed with the customer for delivery. The system lists all the ‘active’ 'Carrier/Agency # Codes' as defined under the Logistics Common Master business component.
URL	The website address of the customer (Alphanumeric, 60).
Phone	The phone number of the customer (Alphanumeric, 18).
Mobile	The mobile number of the customer (Alphanumeric, 20).
Fax	The fax number of the customer (Alphanumeric, 40).
E-Mail	The e-mail ID of the customer (Alphanumeric, 60).
URL	The website address of the customer (Alphanumeric, 60).

Enter the following fields in the “Additional Details” group box:

Nature Of Customer	Use the drop-down list box to identify the nature of the customer. The system lists the options “Internal”, “External”, “Group Company” and "Warranty Provider". The system sets this field as “External” by default.
BU	Use the drop-down list box to select the organizational unit to which the customer belongs, if the nature of customer is internal or group company. The system lists all the organizational units associated with the company in the “Maintain Company Information” activity of the “Enterprise Setup” business component. The system sets this field as “None” by default.
Company Code	Use the drop-down list box to select the company code with which the customer is associated. The system lists all the company codes defined in the “Maintain Company Information” activity of the “Enterprise Setup” business component. Data selection in this field is mandatory if “Group Company” selected as the “Nature of Customer”. The system leaves this field blank by default.
Partner ID	A unique auto generated identification number representing the Customer. Data entry in this field is mandatory if “External” is selected as the “Nature of Customer”. Ensure that the identification number entered in this field is a valid and unique Partner ID By default the system leaves this field blank.
Auto Gen. CO against Intercompany RO	Indicates whether auto generation of customer order is required on the event of repair order generation by the customer. By default the system leaves this checkbox unchecked.

Check one or more of the boxes in the “Nature of Relationship” field to identify the operations permitted to the customer:

Note: On page launch, the system displays all the boxes as checked.

Part Sale	Check this box to indicate that parts can be sold to the customer.
Service Sale	Check this box to indicate that services can be sold to the customer.
Component Loan	Check this box to indicate that components can be loaned to the customer.
Component Exchange	Check this box to indicate that components can be exchanged with the customer.

Enter the following fields in the “Commercial Information” group box to specify the commercial information for a customer:

Credit Checking At

Use the drop-down list box to select the level at which the credit checking must be done. The system lists the following options:

Customer – Select this option to indicate that the credit checking must be done at customer level.
Up the Hierarchy – Select this option to indicate that the credit checking must be done at all parent customer nodes up the customer hierarchy.
Total Hierarchy – Select this option to indicate that the credit checking must be done at all customer nodes in the hierarchy.

The system sets this field as “Customer” by default.

Customer Account Group

The code identifying the account group with which the customer is associated (Alphanumeric, 15). Mandatory. Ensure that the customer account group is already defined in the “Maintain Customer Account Group” activity of the “Account Group” business component and is in the “Active” status.

You can enter this field only when the “Account Group in Customer Master” option is set as “Allowed” in the “Set Options” activity of the “Account Group” business component.

Help facility available.

Note: If the “Account Group of Activated Customer” option is set as “Not Allowed” in the “Set Options” activity of the “Account Group” business component, you cannot modify this field for a customer record in the “Active” status.

Enter the following fields in the “Address ID Details” multiline:

Address ID	A unique number that identifies the address of the customer (Alphanumeric, 12). Data entry in this field is mandatory if you have not specified any customer for copying the details. This address ID must be unique to the multiline.
Address Line1	The first line of the customer address (Alphanumeric, 40)
Address Line2	The second line of the customer address, if any (Alphanumeric, 40).
Address Line3	The third line of the customer address, if any (Alphanumeric, 40)
City	The name of the city (Alphanumeric, 40) Mandatory
Zip Code	The zip code identifying the address area (Alphanumeric, 20)
State	The name of the state (Alphanumeric, 40) Mandatory
County	The name of the county (Alphanumeric, 40)
LC Applicable?	Use the drop-down list box to specify whether the Letter of Credit is applicable for the respective Address ID. The system lists the options ‘Yes’ or ‘No’. By default the system leaves this field blank.
Province	The name of the province (Alphanumeric, 40)
Station #	The code identifying the station in which the defined address is located. Help facility enabled
Delivery Point	Use the drop-down list box to specify the location to where the goods are delivered. The system lists all the active delivery points defined as ‘Category Codes’ under the ‘Logistics Common Master’ business component. Leave this field blank, if delivery point definition is not required for Address Information System loads the combo based on the value selected in ‘Station’ combo. All the Delivery Points which are mapped to the ‘Station’ selected will be loaded in this combo. The system leaves the field blank by default.
Carrier/Agency #	Use the drop-down list box to specify the carrier or agency code. The system lists all the ‘active’ 'Carrier/Agency# Codes' as defined under the Logistics Common Master business component. The system leaves the field blank by default.
ISO Country #	The ISO code given to the country (Alphanumeric, 5. Mandatory. Help facility available
Phone	The phone number of the customer (Alphanumeric, 18). Mandatory
E-Mail	The e-mail ID of the customer (Alphanumeric, 60)
Fax	The fax number of the customer (Alphanumeric, 40)
SPEC 2000 Code	Manufacturer code, such as CAGE #, NSCM #, given by an external regulatory authority to a customer (Alphanumeric, 45)
SITA/ARINC	The SITA/ARINC code given to the customer. This code identifies the customer when using the SITA/ARINC form of communication (Alphanumeric, 45).
INCO Term	Use the drop-down list box to specify the terms of the freight charges acceptable between the customer and the service provider (Alphanumeric, 150). The system lists all the INCO Terms that are in “Active” status as defined in the “Maintain INCO Terms” activity of the “Logistics Common Masters” business component. By default the system leaves this field blank.

Note: INCO Terms are internationally accepted commercial terms defining the respective roles of the buyer and seller in the arrangement of transportation and other responsibilities, and clarify when the ownership of the merchandise takes place. They are used in conjunction with a sales agreement or other method of transacting the sale.

INCO Place Air	The place or destination point associated with the specified INCO terms, if the mode of transport is air. (Alphanumeric, 40)
INCO Place Road	The place or destination point associated with the specified INCO terms, if the mode of transport is road. (Alphanumeric, 40)
INCO Place Rail	The place or destination point associated with the specified INCO terms, if the mode of transport is train. (Alphanumeric, 40)
INCO Place Ship	The place or destination point associated with the specified INCO terms, if the mode of transport is ship. (Alphanumeric, 40)
Delivery Area #	The code of the area to which the goods are delivered (Alphanumeric, 18). Ensure that the delivery area is already defined in the “Create Delivery Area” activity of the “Delivery Area” business component and is in the “Active” status. Help facility available

Enter the following field in the “Document Attachment Details” group box:

File Name

The file name of the document that you wish to attach to the customer information (Alphanumeric, 30).

Help facility available.

Click the “View file” link provided alongside to view the details of the reference document file.
Enter the following field in the “Customer Remarks” group box:

Remarks

Any remark or comment pertaining to the customer record creation (Alphanumeric, 255).

Click the “Create Customer” pushbutton to create the customer record.

The system creates the customer with the status selected in the “Reference Status” drop-down list box. The system updates the login user ID and sets the current server date as the created date.

To proceed, carry out the following:

Select the “Edit Payment Receipt Details” link at the bottom of the page to enter the payment receipt details for the customer.
Select the “Edit Commercial Details” link at the bottom of the page to furnish the commercial information of the customer.
Select the “Edit Sales Point Details” link at the bottom of the page to enter the sales point information of the customer.
Select the "Manage Additional Options" link at the bottom of the page to set additional options.
Select the “Edit Customer Aircraft Details” link at the bottom of the page to enter customer aircraft details.
Select the “Edit Customer Component Details” link at the bottom of the page to enter customer component details.
Select the “Edit Customer Part Master List” link at the bottom of the page to enter the part master list information for the customer.
Select the “Edit Customer Task Master List” link at the bottom of the page to enter the task information for the customer.
Select the “Edit Customer Tax & Charges Information” link at the bottom of the page to enter the tax and charge information for the customer.
Select the "Manage Customer Part Sale List" link at the bottom of the page to manage part sale list details,
Select the “Edit Customer Additional Information” link at the bottom of the page to enter the additional details for the customer.
Select the “Maintain Entity Level Identification Ref.” link at the bottom of the page to record the supplier’s tax registration number at a tax region level.

Prerequisite

“Maintain Customer Account Group” activity of the “Account Group” business component

What you can do in this page

Identify the airline operator code

Identify the parent customer

Specify the engagement type

Copy customer record

Enter address information

Identify the airline operator code

You can identify the airline operator code of the customer.

Select the airline operator code of the customer from the “Operator #” field.

Identify the parent customer

You can create a hierarchy among customers by identifying a parent customer.

Enter the parent customer code in the “Customer Details” group box.

Specify the engagement type

You can specify the type of engagement the service provider has with the customer.

Select “Full Maintenance” in the “Engagement Type” field if the customer wants the service provider to offer full maintenance services on the aviation asset.
Select “On Request” in the “Engagement Type” field if the customer wants to avail maintenance services only when required.

Copy customer record

You can copy details from an existing customer record to the currently created one.

Enter the customer code and select the sales point in the “Copy Details” group box.
Check the relevant copy options.

Enter address information

You can enter both corporate and sales point address details.

Enter the corporate address details of the customer in the “Address Information” group box.
Provide a unique address ID and furnish address details of the sales point in the “Address ID Details” multiline.

Creating a customer record – An overview

This page enables you to enter a customer record. You can provide a unique code for the customer. You can specify the customer name. You can enter the following details for a customer:

General Information – The airline operator code, supplier code if the customer is a supplier, parent customer code, SPEC 2000 code and SITA/ARINC codes, registration date and type of engagement established with the customer.
Address Information – Corporate address details and sales point address details
Commercial information – The customer account group and the option by which the credit checking will be done
Other information – The nature of customer, the company to which the customer belongs and the nature of relationship

You can also copy details from an existing customer and sales point combination.