Customer Relationship - Add

Program/Screen: CXRELM/CXRELM20

Description:

Use this screen to add a customer relationship to an authorized user for use in the Tracker application.

 

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Navigation

Access this screen in ADD mode by pressing F6 from the Customer Relationship - List screen.  Access the screen in CHANGE mode by entering option 2 for a customer on the Customer Relationship - List screen.  Either add a new customer or change an existing customer relationship record, and press Enter twice to save.

 

Unique Customer Relationship Screens

Customer Relationship - Launch

Customer Relationship - List

Customer Relationship - Add

 

Fields

Authorized User

Displays the number and name of the authorized user for whom you are adding customer relationships.

 

Main Customer

Displays the number and name of the customer to whom the authorized user is assigned in his/her master record.

 

Customer Number

Enter or change the number of the customer you are assigning to the authorized user.  The customer's name and address display.

 

Supervisor ID

Enter the ID of the supervisor for the authorized user when they are working for this customer.  If you do not know the ID, press F4 to search for it.

 

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.

 

 

 

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