Entering contact person information for a customer
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In this page you can select the address ID of the sales point and enter the contact person details. Tell me more
Select the “Edit Contact Persons” link at the bottom of the “Edit Sales Point Information” page.
The “Edit Contact Persons” page appears.
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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. |
The system displays the following fields in the “Customer Details” group box:
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Customer # |
The code identifying the customer for which the contact person information must be entered The operational status of the customer must be “Active”. |
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Customer Name |
The name of the customer |
Enter the following field:
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Address ID |
Use the drop-down list box to select the address ID for which the contact person information must be updated. The system lists all the address IDs associated with the customer in the “Create Customer” page. |
Click the “Get Details” pushbutton to retrieve the contact person information that is already defined for the address ID.
Enter the following details in the “Contact Person Details” multiline:
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Name |
The name of the contact person. (Alphanumeric, 60) Mandatory. Ensure that this name is unique to the multiline |
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Designation |
The designation of the contact person (Alphanumeric, 10) |
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Department |
The department name of the contact person (Alphanumeric, 10) |
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Address 1 |
The first line of the address of the contact person (Alphanumeric, 40). Mandatory. |
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Address 2 |
The second line of the address of the contact person (Alphanumeric, 40) |
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Address 3 |
The third line of the address of the contact person (Alphanumeric, 40) |
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City |
The name of the city (Alphanumeric, 40) |
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Zip |
The zip code corresponding to the address (Alphanumeric, 20) |
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State |
The name of the state (Alphanumeric, 40) |
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Country |
The name of the country (Alphanumeric, 40) |
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Phone |
The phone number of the contact person (Alphanumeric, 18) |
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The e-mail ID of the contact person (Alphanumeric, 60) |
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Fax |
The fax number of the contact person (Alphanumeric, 40) |
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Visiting Hours |
The time-period during which the contact person is permitted to visit the company (Date Format) |
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Birth Date |
The birth date of the contact person (Date Format) |
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Marriage Date |
The marriage date of the contact person (Date Format) |
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Remarks |
Any remark regarding the contact person (Alphanumeric, 255) |
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Default |
Use the drop-down list box to specify whether the contact person must be set as default or not. The system lists the options “Def. External”, “External”, “Def. Internal” and “Internal”. |
Note: For every "Customer #" and "Address ID" , there must be only one "Def. External" and "Def. Internal" value for the "Default" drop-down list box.
Click the “Edit Contact Persons” pushbutton to update the information regarding the contact person.
You can furnish the information pertaining to the contact person for a customer.
Select the Address ID.
Enter the fields in the “Contact Person Details” multiline.
Entering contact person information for a customer - An Overview
Contact persons are to be contacted regarding any queries on requests for quotations (RFQs) or services provided by the service provider or for further follow-up regarding quotations put up by the service provider or MRO for bagging a subsequent order from the customer.
In this page you can select the address ID of the sales point and enter the contact person details. You can furnish contact person information for a customer such as name, designation, department, address details, contact phone number, e-mail, fax number, visiting hours, birth date and marriage date. You can also set contact persons as default for external or internal customers.