Reviewing Customer Address Changes

Purpose: When you update a sold-to or ship-to customer name or address, the system records this information in the Customer Address Change table (CSCACP). The system also writes a message line to the Customer Notes table. You can review address changes through the Work with Customers function.

Which changes does the system capture? The system captures name, address and phone number changes to sold-to and ship-to customer records. However, the system does not capture changes to the prefix, suffix, company, and country for sold-to customers in the Customer Address Change table unless other name or address fields are changed at the same time. The system does record changes to these fields for ship-to customers.

Deleted customers: There is no way to review deleted customer records. The system does, however, record customer record deletions in the Customer Address Change table. These records have a status of D (unlike other address changes, which have a status of C). This information may be useful if you extract information from this table for an outside service who works with your customer list.

In this chapter:

Display Address Changes Screen

Display Previous Address Screen (Comparing Current and Previous Addresses)

Edit Customer Notes (Reviewing Address Change Messages)

Display Address Changes Screen

How to display this screen:

• Select Previous Addr for a sold-to customer at a Work with Customer screen, or next to a ship-to customer at the Work with Customer Ship To screen. See Selecting Customers or Creating and Updating Ship-to Customers (WCST).

Select Customer Address Change History at the More Customer Sold To Options Screen.

Note: The name and address that display on this screen are the customer's previous address, before applying the update.

The information on this screen is from the customer's previous address, before applying the update. All of the fields on this screen are display-only.

Field

Description

Name

The last and first name of the customer, separated by a comma. The customer name also displays below.

Alphanumeric, 25 positions (last name) and 15 positions (first name).

Customer number

A unique number to identify the sold-to customer.

Numeric, 9 position; assigned by the system.

Company

The name of the customer's company. The company name also displays below.

Alphanumeric, 30 positions.

Date

The date you updated the address.

Numeric, 6 positions (in user date format).

Ship to number

The number of a ship-to customer that is associated with the sold-to customer. A zero displays if you are reviewing sold-to customer address changes.

Numeric, 3 positions.

Address (Unlabeled fields below the customer or company name)

The customer's address, consisting of:

Street address (alphanumeric, 32 positions)

City (alphanumeric, 25 positions)

State (alphanumeric, 2 positions)

Postal code (alphanumeric, 10 positions)

Screen Option

Procedure

Display an address change

Select Display for an address change record to advance to the Display Previous Address Screen (Comparing Current and Previous Addresses).

Display Previous Address Screen (Comparing Current and Previous Addresses)

Purpose: Use this screen to compare a sold-to or ship-to customer's current address with the customer's address before you updated it.

How to display this screen: Select Display for an address change record at the Display Address Changes Screen.

How to use this screen: This screen displays the customer's current name and address on the top portion of the screen, and the customer's name and address before the change on the bottom portion. If the address update on the screen is the most recent one you have taken for the customer, you can determine what information was changed by comparing the top and bottom portions of the screen. (If you have taken additional updates since the date of the update on the screen, it will not be obvious what information you changed with this update, since the customer's current name and address displays on the top portion of the screen.)

All fields on this screen are display-only.

Field

Description

Current address:

Customer (Customer number)

A unique number to identify a sold-to customer.

Numeric, 9 positions.

Match code

A unique code, composed of portions of the customer's name and address, used for duplicate or fraud checking. See Setting Up Match Codes (MMCH).

Alphanumeric, up to 15 positions.

Entered

The date you added the customer to your customer base.

Numeric, 6 positions (in user date format).

Name

The customer's name, consisting of:

Prefix

The customer's title, such as Ms. or Dr.

Alphanumeric, 3 positions.

First name

The customer's first name.

Alphanumeric, 15 positions.

Middle initial

The customer's middle initial.

Alphanumeric, 1 position.

Last name

The customer's last name.

Alphanumeric, 25 positions.

Suffix

The customer's suffix, such as Junior or III.

Alphanumeric, 3 positions.

Company

The name of the customer's company.

Alphanumeric, 30 positions.

Street

The customer's street address.

Alphanumeric, 32 positions.

Apt/suite

The customer's apartment or suite number.

Alphanumeric, 10 positions.

Address

Additional address information.

Alphanumeric, three lines of 32 positions each.

Postal code

The customer's postal or zip code.

Alphanumeric, 10 positions.

City

The customer's city.

Alphanumeric, 25 positions.

St (State)

The customer's state or province.

Alphanumeric, 2 positions.

Country

The customer's country. Country codes are defined in and validated against the Country table. See Setting Up the Country Table (WCTY).

Alphanumeric, 3 positions.

Phone numbers

The customer's day, evening, and third (fax or mobile) phone numbers and extensions.

Note: The Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mbl (mobile) number.

You can define a telephone number format for each country to map to the phone numbers operators enter into the system. See Setting Up the Country Table (WCTY).

Alphanumeric, one 14-position field (phone number) and one 4-position field (phone extension); optional.

Previous address: The fields on the previous address portion of the screen that are not described above are:

Change date

The date and time the address was updated.

Date: numeric, 6 positions (in user date format).

Time: numeric, 6 positions (HHMMSS format).

User

The identification of the user who processed the address change. In the case of an update through an integration layer process (such as the ORDER_IN job), this field identifies the user who started the process.

Alphanumeric, 10 positions.

Update

The source of the update.

Valid values are:

WCST = Work with Customers

OEOM = Order Entry or Order Maintenance (includes creating orders through the order API)

NCOA = NCOA update

CONV = Conversion

PHON = Updates of phone numbers only, regardless of the source (the system uses this value for sold-to customers only)

Alphanumeric, 4 positions; assigned by the system.

Type

The type of customer record.

Valid values are:

O = sold-to customer

I = ship-to customer

Alphanumeric, 1 position; assigned by the system.

Edit Customer Notes (Reviewing Address Change Messages)

Purpose: The system writes a message to customer notes every time it creates an address update record. The system writes messages for ship-to customers to the related sold-to customer notes, as there are no separate customer notes records for ship-to customers.

You can use customer notes to check when customer address updates were applied, and which operators applied them.

Customer notes have additional uses. See Edit Customer Notes Screen.

How to display this screen:

• select Notes for a customer at a Work with Customer screen scan screen; see Work with Customers Screens (Selecting a Customer)

• select Notes at the first or second Create or Change Cust Sold To screen (see Creating and Updating Sold-to Customers (WCST))

• in Order Entry, select Options, and then select Notes for Customer Messages.

Update messages: For most address updates that you process, the system writes the following message to customer notes:

 

Customer Address Change Was Made

 

When you update an address through cross-company maintenance, the system writes the following message:

 

Address Updated - by User Submitted Process

CS03_12 OROMS 17.0 2018 OTN