Chapter 18: Alternate Methods of Entering Items in Order Entry | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 20: Working with Order Summary Information |
Chapter 19: Entering User Fields
Purpose: Use the Enter User Fields Screen in Order Entry to capture any type of additional information about the customer.
For more information: On setting up user-defined fields for customer classes, see Customer Service Chapter 20: Setting Up User-Defined Fields (WUDF)
How to display this screen: At the Work with Order Screen or Work with Order/Detail Screen enter a new or existing customer and, based on the settings of these system control values, the Enter User Field displays:
• User-defined Field Prompting for Existing Customers (D33)
• Customer Class for User Defined Field Prompting (G04)
These two system control values work together to determine if:
• the system prompts for new and/or existing customers, or both
• whether the prompt is restricted to a particular customer class
• whether the Enter User Fields Screen continues to prompt until the user-defined information is supplied
Note: You do not advance to this screen automatically if you created a customer using the President’s Club Pre-Accounts File (OEPCPA). See President’s Club Memberships for more information.
CSR0553 DISPLAY Enter User Fields 2/09/99 16:41:27 EZK Mail Order
Customer# . : 610 VALENTINE, RALPH
membership ID promo code member since:
F3=Exit F12=Cancel |
Field |
Description |
Customer # |
A unique number to identify the customer who placed the order. Numeric, 9 positions; display-only, assigned by the system. |
Customer name (Unlabeled field to the right of the customer number) |
The name or company name associated with the customer number. Alphanumeric, 41 positions; display-only. |
Fields |
The label associated with the user-defined field. The corresponding entry field appears to the right of the field label. User fields are defined in the User Defined Field file. Only fields identified as “input” appear on the Enter User Fields screen in order entry. You can also work with user fields through an option in customer maintenance, where “output” fields are also available. The three types of user-defined fields are: Numeric = Appear on the left side of the screen. Numeric, 16 positions; optional. Text = Appear in the center of the screen. Alphanumeric, 30 positions; optional. Date = Appear on the right side of the screen. Numeric, 6 positions (MMDDYY format); optional. |
Chapter 18: Alternate Methods of Entering Items in Order Entry | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 20: Working with Order Summary Information |
OE01_19 CWDirect 18.0 August 2015 OTN