Time Tracker 28th March 2013 Ramco Aviation Solution Version 5.7.5 Enhancement Notification Sales Enhancement Notification © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution DISCLAIMER © 2015 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged. This document is published by Ramco Systems Ltd. without any warranty. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the written permission of Ramco Systems Limited. Improvements and changes to this text necessitated by typographical errors, inaccuracies of current information or improvements to software programs and/ or equipment, may be made by Ramco Systems Limited, at any time and without notice. Such changes will, however, be incorporated into new editions of this document. Any hard copies of this document are to be regarded as temporary reference copies only. The documentation has been provided for the entire Aviation solution, although only a part of the entire solution may be deployed at the customer site, in accordance with the license agreement between the customer and Ramco Systems Limited. Therefore, the documentation made available to the customer may refer to features that are not present in the solution purchased / deployed at the customer site. TABLE OF CONTENTS .................................................................................................................. 4 WHAT’S NEW IN CUSTOMER? ................................................................................... 4 ENHANCEMENTS IN CREATE/ EDIT/ VIEW CUSTOMER RECORD Background ............................................................................................................................... ............. 4 Change Details ............................................................................................................................... ......... 4 Enhancement Notification WHAT’S NEW IN CUSTOMER? Enhancements in Create/ Edit/ View Customer Record Reference: AHBF- 9490 Background Requirements to incorporate the following capabilities in the Customer business component: 1. Auto- generation of Customer ID 2. Categorization of customers 3. Maintenance of additional information on customers 4. Designate Customer Service Representative ( CSR) for customers 5. Links to View Customer Record in diverse business processes Change Details 1. Auto- generation of Customer ID A new field Numbering Type added in the Create Customer Record activity to enable users select the numbering type for automatic Customer ID generation. The Numbering Type field will load all Active numbering type mapped to the new transaction Automatic Customer # Generation in the Maintain Numbering Privileges activity of the Document Numbering Class business component. This facility has been kept optional depending on organization- preference Page 4 of 11 Enhancement Notification Exhibit 1: The Numbering Type field added in Create Customer Record Exhibit 2: The new transaction added in Maintain Numbering Privileges New transaction for automatic Customer ID Numbering Type field to aid automatic Customer ID generation Page 5 of 11 Enhancement Notification Towards this, a new process parameter “ Automatic Customer # Generation” has also added under the entity MRO Sales in the Set Sales Process Parameter activity to optionally automate Customer ID generation. The system behavior depending on the value of the process parameter “ Automatic Customer # Generation” will be as follows: • “ 0” ( No): The Numbering Type drop- down list box in Create Customer Record screen displays one option only, i. e., ‘ Manual’ • “ 1” ( Yes): The Numbering Type drop- down list box in Create Customer Record screen displays ‘ Manual’ and, all Active Numbering Types mapped to transaction “ Automatic Customer # Generation“ in the Transaction Mapping screen. Exhibit 3: The new process parameter that governs automated Customer ID generation in Create Customer Record This feature helps in generation of uniform and distinctive Customer IDs. For example, Customer IDs can be defined with prefix ‘ CUS-’ for instant identification. 2. Categorization of customers A new field Customer Category added in Customer records to enable users to classify customers on the basis of organization- specific preferences, such as revenue, sales, purchases, etc. The Customer Category drop- down list box will load all Active categories defined against the category type Customer Category in the Maintain Category Code screen. Customer categorization would greatly aid service providers in sales reporting and analysis. New process parameter that governs automated Customer ID generation Page 6 of 11 Enhancement Notification Exhibit 4: New field Customer Category added in Customer Record screens 3. Maintenance of additional information on customers Users can now access two new link screens from Customer Record screens for maintaining and viewing additional details over and above the customer main information. • Edit Customer Additional Information ( Linked from Create and Edit Customer Record screens) • View Customer Additional Information ( Linked from View Customer Record screen) Customer Category will load all Active Categories defined against Category Type ‘ Customer Category’ in Maintain Category Code Page 7 of 11 Enhancement Notification Exhibit 5: New Edit Customer Additional Information screen Exhibit 6: New View Customer Additional Information screen Smart and tactical data modeling of Category and Attribute in Maintain Category Code enables users capture multi- tiered additional information against customers. For example, “ Sales Channel” of a customer can have predefined values like “ Inventory Locator Service” and “ Word of Mouth”. Subsequently, the user can key in text against “ Sales Channel”. Category and Attribute’ fields in Additional Information section will load all Active Categories defined against Category Type ‘ Customer Addl. Category’ and ‘ Customer Addl. Attribute’ in Maintain Category Code Category and Attribute fields in Search section will load all Categories defined against Category Type ‘ Customer Addl. Category’ and ‘ Customer Addl. Attribute’ respectively in Maintain Category Code Page 8 of 11 Enhancement Notification Exhibit 7: Capturing multi- tiered additional information against customers Exhibit 8: The Edit Customer Additional Details screen capable of capturing multi- tiered additional information against customers 4. Designate Customer Service Representative for Customers Ability has been built into the product to capture Customer Service Representative ( CSR) for a customer, who will be the sole point of contact for the outside world. To achieve this, the Contact Category drop- down list box under Internal Contact Information will now list following values: • CSR with description ‘ Cust. Service Rep.’ • All Active Categories defined against Category Type ‘ Customer Internal Contact Category’ in Maintain Category Code Page 9 of 11 Enhancement Notification Exhibit 9: Capturing designations for customers The details of the employee defined against Cust. Service Rep. for a customer will flow to contracts created for that customer. Further, this capability has been extended to define more positions like Business Development Managers ( BDM), Inside Sales Representatives ( ISR), Regional Managers, Geo Heads, etc. for customers through Contact Categories defined in Maintain Category Code. 5. Links to View Customer Record in diverse business processes The View Customer Record links have been enabled in the following screens across business components to enable various roles to access customer information. This feature provides direct access to Customer information avoiding unnecessary traversal across the product. The Contact Category drop- down list box for defining unique contact information Page 10 of 11 © Copyright 2015, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution Corporate Office and R& D Center Ramco Systems Limited, 64, Sardar Patel Road, Taramani, Chennai – 600 113, India Office + 91 44 2235 4510 / 3090 4000 Fax + 91 44 2235 2884 Website - www. ramco. com