Managing Customer Address

Select the “Manage Customer Address” link in the right side of the “Manage Customer Request”, “Manage Pre-Order Quotation” or “Manage Part Sale Order” activities.

The “Manage Customer Address” popup appears.

The system displays the following fields:

Customer Type

The Type of the Customer, which can be either of the following:

Existing: Indicates that the Customer involved in the transaction is already defined in the system.

New: Indicates that the customer involved in the transaction is not t already defined in the system..

Customer #

The code identifying the customer whose contact details you wish to view or modify during the transaction.

Customer Name

The name pertaining to the customer whose contact details you wish to view or modify during the transaction.

Enter the following in the Address List:

Address List

The section that displays the list of addresses of existing customers. Click on the addresses listed on the left to view or modify. The system retrieves the selected address in the ‘Manage’ section on the right.

Click the icon to add a new address in this page. The system refreshes the Manage Section black to enter the new address.
Enter the following fields in the “Manage” section:

Address ID	The code identifying the address. Mandatory.
Contact Person	The point of contact for the customer for the Address ID selected. .
Address Line 1	The first line of the customer address. Mandatory.
Address Line 2	The second line of the customer address, if any.
Address Line 3	The third line of the customer address, if any.
City	The name of the city. Mandatory.
Zip Code	The zip code identifying the address area.
State	The name of the state. Mandatory.
Country	The name of the country. Help facility available
Phone	The phone number pertaining to the Address ID.
E-Mail	The e-mail ID pertaining to the Address ID.
Fax	The fax number pertaining to the Address ID.
Delivery Area	The code of the area to which the goods are delivered for the Address ID. 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

Click the “Save” pushbutton to save the address details.

Note: Ensure that a Default Numbering Type is defined for the Transaction Type ‘Prospect #’, in case Prospect customer needs to be registered.

The system performs the following:

4 Generates a Prospect # and rephrases the screen if the Customer Type is New and Customer # is not generated.

4 Saves the newly added addresses for the Prospect # if the Customer # is already generated.

4 On closure of the pop-up, the Prospect #, along with the Address IDs defined is available for usage in the Customer Request transaction.

Note: New addresses added for the existing customers will be available only for the selected transaction and is not updated in the Customer master for further usage.