Updating customer correspondence details of customer order
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Select the “Cust. Correspondence” tab in the “Manage Order Execution” page.
Enter the following in the “Customer Correspondence” multiline.
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Date |
The date of correspondence with the customer, Mandatory. |
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Customer Remarks |
Any notes from the customer. |
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Our Remarks |
Any notes from the organization. |
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Cust. Special Instructions |
Any guidelines on the execution of the customer order, from the customer. |
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Cust. Contact Person |
The contact person of the customer with whom the customer order is entered. |
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Phone |
The phone # for communication with the customer. |
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File Name |
The document attached to the customer order. |
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Correspondence Category |
Use the drop-down list box to select the category of the correspondence with the customer, Mandatory. The drop-down list box displays all those categories that are in “Active” Status as defined for the Category Type “Correspondence Category” in the Category component. |
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References |
Any testimonial for the customer. |
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Attended by |
The ID of the employee of the organization who communicated with the customer. |
The “Customer Correspondence” multiline displays the following.
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Created by |
The user ID of the employee who recorded the correspondence details for the first time. |
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Created Date |
The date on which the employee recorded the correspondence details for the first time. |
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Last Modified by |
The user ID of the employee who most recently modified the correspondence details. |
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Last Modified Date |
The date on which the employee most recently modified the correspondence details. |
Select the “Save Correspondence” pushbutton.
The system updates the details you have recorded/modified in the tab page to the current revision of the customer order.
To proceed
Select the “Order Execution Details” tab to update order execution details.
Select the “Billing & Warranty" tab to update warranty details and initiate invoice.
Select the “Work Execution” tab to view work scope details.
Select the “Invoice History” tab to view invoice details.
Select the “Shipping Details” tab to view shipping details.
Select the “Upload Documents” link to upload documents into the central repository of the system.
Select the “View Associated Doc. Attachments” link to open the document that you wish to view.
