Viewing customer group details

View Customer Group - A summary of the activity

Unified Glossary

Basics of using a Ramco Enterprise Series Web Page

Using Online Help

This page enables you to view the customer group details. The system displays the customer group details such as status, group type code, group type description, customer group number and description. The option whether the customer group is controlled or not is also displayed.

In the multiline, the system lists the customers associated with the customer group.

The “View Customer Group” 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 Group Details” group box:

Controlled Group

Indicates whether the customer group is a controlled group or user-defined group. The system displays one of the following options:

  • Yes – Denotes that the customer group is classified as controlled group that is predefined in the system

  • No – Denotes that the customer group is classified as a user-defined group

Status

The status of the customer group, which could be “Active” or “Inactive”

Group Type Code

The group type to which the customer group belongs

Group Type Desc.

The textual description of the customer group type

Customer Group #

The number identifying the customer group for which the details are displayed

Customer Group Desc.

The textual description of the customer group

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

Customer #

The code identifying the customer associated with the customer group

Customer Name

The name of the customer

The system displays the following field below the multiline:

Remarks

Any remark or comment regarding the customer group

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

Created By

The login ID of the user who created the customer group

Created Date

The date on which the customer group was created

Last Modified By

The login ID of the user who last modified the customer group

Last Modified Date

The date on which the customer group was last modified

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