Customer Master Maintenance - Extended Information

Program/Screen: CXCUSM/CXCUSM20I

Description:

Use this screen to enter additional identifying information for a customer such as phone numbers, currency, and language.

 

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Navigation

When entering a new customer master record, this screen displays right after the launch screen.  If you are maintaining an existing customer record, access this screen by pressing F15 (Shift + F3) from the Customer Master Maintenance screen.  Enter a billing address and phone numbers, and then press Enter to return to the previous screen.

 

Unique Customer Master Maintenance Screens

Customer Master Maintenance - Launch

Customer Master Maintenance

Billing Information

Apply Long Term Discount

Extended Information

Additional Customer Information

Bank Information

 

Fields

Customer number

Displays the unique number assigned to the customer.  You can assign this number manually or let the system assign it from the NXTCUS control record.

 

Date opened

Displays the date the customer record was created.

 

Status

Displays the current status of the customer.  Valid status codes include:

 

ClosedMore information...

The NIGHTLY program will change customer statuses between 'A' and 'H' if credit codes are set up and the customer falls under a valid code.  Therefore, it is not recommended to change a customer to 'H' status if you want to place them on credit hold as the system might change them back to 'A' once the NIGHTLY program runs.

 

Note:  All codes other than 'A' effectively prevent a user from renting to this customer.  Other than the description of the code, the use of these non-active account statuses are customer defined.  An account can be automatically set to "I" based on control record "CXIACP.

 

Note:  The program "CXIACP" must be run for this to happen.  This program may be a stand alone scheduled job or added to the nightly run.

 

Name

Enter or accept the customer's name.

 

Address 1

Enter or accept the first address line for the customer's billing location.

 

Address 2

Enter or accept the second address line for the customer's billing location.

 

Address 3

Enter or accept the third address line for the customer's billing location.

 

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City

Enter or accept the city for the customer's billing address.

 

State

Enter or accept the state for the customer's billing address.

 

Zip

Enter or accept the postal code for the customer's billing address.

 

Phone (Business number)

Enter or accept the customer's business phone number.

 

Phone (Fax)

Enter or accept the customer's fax number.

 

Cellular Number

Enter a cell phone number for the customer.

 

Pager Number

If applicable, enter a pager number for the customer.

 

Home Number

If applicable, enter a home phone number for the customer.

 

Currency

Enter the code for the currency in which this customer does business.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new customer.

 

Country

Enter the code for the country where this customer is based.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new customer.

 

Language

Enter the code for the language in which this customer does business.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new customer.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F12

Cancel/Previous.  Exit the program or move back a screen.

F23 (Shift + F11)

Delete.  Delete the address information (in Update mode only).

 

 

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