Holding or releasing a customer
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This page allows you to hold or release a customer. You can search for customer(s) who must be held or released. You can hold a customer when no further transactions are conducted with the customer for a specific period of time. The system allows you to hold a customer both at and across sales point(s). You can release a ‘held’ customer to continue the transactions and the releasing can be done both at and across sales point(s).
Select the “Hold/Release Customer” link under the “Customer” business component.
The “Hold/Release Customer” page appears.
Enter the following field in the “Hold/Release Action” group box:
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Action # |
Use the drop-down list box to select, hold or release the customer. The system lists the options based on the login user. If the login user has access rights to modify the customer main information, the following options are listed:
Release across point – To release the customer across all organizational units this action will result in making reference status active in all the Points but the operational status will remain “held” at all the inherited sales points Otherwise, the system lists only “Hold at Sales point” and “Release at Sales point” options. |
Enter the following fields in the “Search Criteria” group box, to search for a customer. Data entry in the following fields is optional:
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Customer # |
The code identifying the customer (Alphanumeric, 18). You can enter the customer code in full or specify it partially using the “*” character. The system retrieves the customer codes that are similar to the code entered here. |
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Customer Account Group |
The customer account group associated with the customer (Alphanumeric, 15). You can enter the customer account group code in full or specify it partially using the “*” character. The system retrieves the customers with the customer account group entered here. |
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Customer Name |
The name of the customer (Alphanumeric, 40). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves the customers whose customer names match the one entered here. |
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Parent Customer Code |
The code of the parent customer (Alphanumeric, 18). You can enter the parent customer code in full or specify it partially using the “*” character. The system retrieves the customers with the parent customer code entered here. |
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Supplier # |
The supplier code of the customer (Alphanumeric, 16). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves the customers with the supplier code entered here. |
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Delivery Area # |
The code of the area to which the goods are delivered (Alphanumeric, 18). You can enter the delivery area in full or specify it partially using the “*” character. The system retrieves the customers with the delivery area entered here. |
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Address |
The address of the customer (Alphanumeric, 40). You can enter the customer address in full or specify it partially using the “*” character. The system retrieves the customers with the address entered here. |
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Operator # |
The airline operator code of the customer (Alphanumeric, 30). You can enter the airline operator code in full or specify it partially using the “*” character. The system retrieves the customers with the airline operator code entered here. |
Click the “Search” pushbutton to display the search results.
The system displays the following fields in the “Search Results” multiline based on the filter criteria provided:
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Customer # |
The code identifying the customer |
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Customer Name |
The name of the customer |
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Address |
The address of the customer |
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Parent Customer Code |
The code identifying the parent customer |
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Customer Account Group |
The code identifying the account group to which the customer is associated |
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Operator # |
The airline operator code of the customer |
Enter the following field:
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Comments |
Any comment or remark pertaining to the holding or releasing of a customer |
Check the box in the “Select” column of the multiline to select the customer to hold or release.
Click the “Perform Action” pushbutton to hold or release the customer.
Hold Customer
The system performs the following when you click the “Perform Action” pusbutton:
If you have selected the “Hold at Sales Point” action,the customer’s operational status changes to “Hold” in the current login organizational unit .
If you have selected the “Hold across Points” action, the customer’s operational status changes to “Hold” in all organizational units with which the customer is associated.
Release Customer
The system performs the following when you click the “Perform Action” pushbutton:
If you have selected the “Release at Sales Point” action, the customer ‘s operational status changes to “Active” in the current login organizational unit .
If you have selected the “Release across Points” action, the customer ‘s reference status changes to “Active” in all organizational units with which the customer is associated.
To proceed, carry out the following:
Select the “View Main Customer Information” link at the bottom of the page to view the main information of the customer.
Select the “View Payment Receipt Details” link at the bottom of the page to view the payment receipt details for the customer.
Select the “View Commercial Details” link at the bottom of the page to view the commercial information for the customer.
Select the “View Sales Point Details” link at the bottom of the page to view the sales point information for the customer.
In the “Action” field,
Select “Hold at Sales Point” to hold the customer at the login organizational unit.
Select “Hold across points” to hold the customer across login organizational units.
Select “Release at Sales Point” to release the customer at the login organizational unit.
Select “Release across points” to release the customer across login organizational units.