Viewing additional information on customer

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Ø   Select the “View Customer Additional Information” link in the “View Customer Record” page.

The “View Customer Additional 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 “Customer Details” group box displays the following.

Customer #

The description for the category as recorded in the Maintain Category Codes activity in the Category business component.

Reference Status

Indicates whether the customer is Active or Inactive.

Customer Name

The name/description of the customer

Created At

The organization unit of the customer.

Ø   Enter the following in the “Search Criteria” multiline to retrieve additional information records of the customer that you wish to view:

Category

Use the drop-down list box to select the category of the additional information record. The drop-down list box displays all category codes defined under the category type Customer Addl. Category in the Maintain Category Code of the Category business component.

The Search retrieves those Additional details records belonging to the category that you select here.

Attribute

Use the drop-down list box to select the category of the additional information record. The drop-down list box displays all category codes defined under the category type Customer Addl. Attribute in the Maintain Category Code of the Category business component.

The Search retrieves those Additional details records with the attribute that you select here.

Status

Use the drop-down list box to select the status of the Additional details record. The drop-down list box displays: Active and Inactive.

The Search retrieves those Additional details records that hold the status you selected here. Do not select any status to retrieve all records regardless of the status.

The “Additional Information” multiline displays the following:

Category

The Customer Addl. Category of the record. 

Category Description

The description for the category as recorded in the Maintain Category Codes activity in the Category business component.

Attribute

The Customer Addl. Attribute for the category of the record.

Attribute Description

The description for the attribute as recorded in the Maintain Category Codes activity in the Category business component.

Value

The attribute value.

Notes

More details about the category – attribute - value.

Status

The status of the Additional details record, which could be Active or Inactive.

Created by

The code of the employee who created the record.

Created Date

The date on which the employee created the record.

Last Modified by

The code of the employee who most recently modified the record.

Last Modified Date

The date on which the employee most recently modified the record.

The “Record Statistics” group box displays the following.

Created by

The user who created the record.

Created Date

The date on which the user created the record.

Last Modified by

The employee code of the user who most recently modified the record.

Last Modified Date

The employee code of the employee most recently modified the record.

Page overview

The “View Customer Additional Information” displays customer details over and above the customer main information recorded using the “Edit Customer Additional Information” page.