Edit Customer Main Information

Editing customer main information

This page allows you to edit the main information of a customer. You are allowed to modify general information, address information, additional details, commercial information and address ID details of the customer.

Select the “Edit Customer Main Information” link at the bottom of the “Select Customer” page.

The “Edit Customer Main Information” 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.

The system displays the following fields in the “Customer Details” group box:

Customer #	The code identifying the customer that you wish to edit
Created At	The organizational unit in which the customer is registered

Enter the following:

Customer Name	The name of the customer, (Alphanumeric, 40).
Reference Status	Use the drop-down list box to modify 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 when he attains the “Active” status. Inactive – Select this option to inactivate the customer. The inactivated customer will be disabled from future reference. You cannot change the status from “Active” or “Inactive” to “Under Creation”.
Parent Customer Code	The code of the customer that is identified as the parent for the current customer code (Alphanumeric, 18). Ensure that this code is unique and already defined in the login organizational unit. Also ensure that this customer code is 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 modify the airline operator code of the customer. The system lists the ‘active’ airline operator codes (of IATA or ICOU or Others type) defined in the “Create Airline Operator” activity of the “Common Master” business component.
SPEC 2000 Code	Manufacturer code, such as CAGE #, NSCM #, given by an external regulatory authority to a customer (Alphanumeric, 45)
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.
Registration Date	The date on which the customer is registered (Date Format). Mandatory. The system sets the current server date by default.
Engagement Type	Use the drop-down list box to modify 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. Data Selection in this field is mandatory.
User Name	The user name of the customer (Alphanumeric, 30) Help facility available
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 All Active numbering types mapped to transaction "Automatic Customer # Generation", if the process parameter value is 1. If the process parameter =1, this field displays the default numbering type for the 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 Maintain Category Code activity of Category.
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

Modify the following fields in the “Address Information” group box, if required:

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)
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)
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)

Modify the following fields in the “Additional Details” group box, if required:

Nature Of Customer	Use the drop-down list box to modify the nature of the customer. The system lists the options “Internal”, “External”, “Group Company” and "Warranty Provider"..
BU	Use the drop-down list box to modify 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.
Company Code	Use the drop-down list box to modify 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.
Partner ID	A unique auto generated identification number representing the customer. Mandatory. Ensure that the identification number entered in this field is a valid and unique Partner ID. By default the system displays the value specified during the creation of the customer record.
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.

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

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 to modify the commercial information for a customer:

Credit Checking At

Use the drop-down list box to modify 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.

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 “Set Options” activity of the “Account Group” business component.

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 to modify the details:

Address ID	A unique number that identifies the address of the customer (Alphanumeric, 12)
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) Mandatory
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 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.
ISO Country #	The ISO code given to the country (Alphanumeric, 5). Mandatory. Help facility available
Tax Region	Use the drop-down list box to select the region (state code) for which the tax is applicable. The system lists all the ‘active’ codes as defined for the entity ‘Tax Region’ in the ‘Create Quick Codes’ activity of the ‘Quick Codes’ business component in the ‘Finance Setup’ business process.
Address Category	Use the drop-down list box to select the user defined code to identify the category to which the address belongs. The system lists all the all the ‘active’ codes as defined for the Category Type “Address Category” in the “Maintain Category Codes” activity of the “Category” business component in the “Sales Setup” business process.
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.
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 “Edit Details” pushbutton to edit the customer record.

The system displays the following details in the “Record Statistics” group box:

Created By	The login ID of the user who created the customer record
Created Date	The date on which the customer record was created
Last Modified By	The login ID of the user who last modified the customer record
Last Modified Date	The date on which the customer record was last modified

To proceed, carry out the following:

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 “Edit Customer Tax & Charges” link at the bottom of the page to enter the customer tax and charge details.
Select the “Edit Customer Additional Information” link at the bottom of the page to enter the additional details for the customer.
Select the "Manage Additional Options" link at the bottom of the page to define various operating parameters for individual customer and for each customer the transaction varies.
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.
Select the "Manage Customer Approval Mods" link at the bottom of the page to manage customer approved modifications.
Select the "Manage Restricted Stock Status" to map stock statuses that are to be restricted to a customer.
Select the “Manage Customer Specific RSPL” link at the bottom of the page to to maintain the Recommended Specific Parts List (RSPL) at Customer-A/C Model # level.
Select the "Manage Customer Part Sale List" link at the bottom of the page to manage part sale list details,
Select the “Manage SLA/Core Return Rules” The SLA and Core return rules can be set currently only for services such as Sourcing, Acknowledgement, and Returns.