Working with Customer Email Addresses
Purpose: Use the Work with Customer Email Address screen to review and work with the email addresses on record for a sold-to customer, including the one flagged as the primary email address.
Primary email address: The primary address is the one displayed on most screens, such as in customer inquiry and in catalog requests.
The primary address also defaults to the order email address. When you first create an email address for a customer, it is flagged as the primary email address, which is stored both at the customer level and in the Customer Sold To Email Address table. Other email addresses on record for the customer are also retained in the Customer Sold To Email Address table.
Note: The ability to store multiple email addresses is available only for sold-to customers. Ship-to customers and bill-to customers can have only one email address on table.
Creating email addresses: You can create an email address for a customer by:
• entering the email address at any screen where the field is enterable, such as order entry, customer maintenance, and catalog requests. The address you enter in customer maintenance is flagged as the customer’s primary email address.
• using the Create Email Address Screen or the Select Customer Email Address Screen. You have the option of flagging the email address as primary.
• loading an order through the generic order interface, and specifying an order_email, or in certain situations an ind_email_address or a sold_to_email.
For more information: See Working with an Order-Level Email Address for more information on how the system updates the Customer Sold To Email Address table, and other email addresses, when creating orders through various methods.
When you enter or receive an email address, the system verifies that:
• there is an @ sign and a period (.)
• there is some text:
- before the @ sign
- between the @ sign and the period
- after the period
If the email address does not meet these criteria, the system does not let you create it.
For example, the system would not let you create an email address such as:
• @example.com
• sbrown@example
• sbrown@.org
• www.commercialware.com
Any additional validation? The system does not confirm that your entry represents a valid email address, or that the domain name (such as “commercialware” in commercialware.com) even exists. However, when you work with email addresses at the Create Email Address Screen or Select Customer Email Address Screen only, the system does display a warning message if the extension of the email address does not match one of the following:
• .com
• .net
• .gov
• .org
• .mil
• .edu
• .us
• .can
• .uk
You can still create the email address even if it does not use one of the extensions listed above.
In this chapter:
• Work with Customer Email Address Screen
• Select Customer Email Address Screen
• Receiving Customer Email Status Updates From an External System
- Customer Email Status Updates Setup
- Customer Email Status Updates Process
- Customer Email Update Examples
- Unmatched Email Status Report
Work with Customer Email Address Screen
Purpose: Use this screen to review or work with the email addresses on file for a sold-to customer. See Working with Customer Email Addresses for an overview.
How to display this screen: Select Customer Email Addresses at the More Customer Sold To Options Screen or the Display More Options Screen.
Field |
Description |
Customer # |
A unique number to identify the customer you are currently working with. Numeric, 9 positions; display-only, assigned by the system. |
Customer name |
The customer's name or company name. Alphanumeric, 41 positions; display-only. |
An email address for the customer, stored in the Customer Sold To Email table. Fraud checking: An order goes on EC hold if this email address matches an email address in the Miscellaneous Fraud table; see Working with Miscellaneous Frauds (WMFF). Alphanumeric, 50 positions; optional. |
|
Indicates the preferred method of correspondence. Valid values are: • O1 (Email): Email is the preferred method of correspondence. • O2 (Order-only email): Use email for order-related correspondence only; generate a document for other correspondence. • O3 (No email): Do not use email for any correspondence; generate a document instead. • O4 (Do not ask the customer): Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified. Defaults from the Default Opt In/Opt Out Flag (G97) system control value, but you can override it. Note: The above values use the letter O, not the number 0 (zero). The system updates this field for the primary email address when you change the setting of the Opt in/Opt out value at other screens, such as order maintenance, or catalog requests. The opt-in/out setting is updated when you override the setting in order entry only if the email address for the order defaulted from the customer’s primary email address. |
|
|
Email notifications: See When Does the System Generate an Email Notification? for an overview. Outbound email API: The opt in/opt out settings controls the generation of the Outbound Email XML Message (CWEmailOut) using the same logic as the generation of outbound emails. See Outbound Email API for an overview. Updating from an external system: See Receiving Customer Email Status Updates From an External System for an overview and the required setup. Alphanumeric, 2 positions; required. |
Indicates the customer’s preference regarding email format. Valid values are: • T = plain text • H = HTML This field is informational only. Alphanumeric, 1 position; display-only. |
|
An asterisk (*) indicates that this is the customer’s primary email address, and this email address is highlighted. The primary address is the one that defaults in order entry. Alphanumeric, 1 position; display-only. |
Option |
Procedure |
Create a new email address for the customer |
Select Create to advance to the Create Email Address Screen. |
Change an existing email address for the customer |
Select Change for an email address to advance to the Change Email Address Screen. You can change the Email address, Display name, Opt in/out field, or the Format. See Create Email Address Screen for field descriptions. |
Delete an email address |
Select Delete for an email address to delete the email address. You cannot delete the primary email address. |
Display an email address |
Select Display for an email address to advance to the Display Email Address Screen. You cannot change any information on this screen. See Create Email Address Screen for field descriptions. |
Mark an email address as the customer’s primary email address |
Select Mark as primary for an email address to identify it as the customer’s primary address. The primary email address is highlighted on this screen, and is the one that defaults in order entry. Note: The system does not validate that the email address is correctly formatted. You can use the Select Customer Email Address Screen to correct the email address if it is incorrectly formatted. |
Purpose: Use this screen to create an email address for a customer. You can also create an email address by entering the address at any screen where the field is enterable; in this situation, the previous email address is retained in the Customer Sold To Email table.
The system does not automatically flag an email address as primary when you create it at this screen. If the email address is not flagged as primary, you can still delete it, even if it is the only email address for the customer.
How to display this screen: Select Create at the Work with Customer Email Address Screen.
Field |
Description |
Customer number |
A unique number to identify the customer you are currently working with. The customer's name or company name displays to the right. Customer number: numeric, 9 positions; display-only, assigned by the system. Customer name: alphanumeric, 41 positions; display-only. |
An address that you can use to send emails to the customer. See Email Address Validation for a discussion of how the system validates email addresses for a customer at this screen and at other screens. Change screen: You can change this field on an existing email address; however, the system does not allow you to create two email address records for a customer if they have identical Email address fields. Alphanumeric, 50 positions; required. |
|
The name of the customer as displayed in email correspondence. This field is informational only. Alphanumeric, 50 positions; optional. |
|
Indicates the preferred method of correspondence. Valid values are: • All Emails = Email is the preferred method of correspondence. • Order Emails Only = Use email for order-related correspondence only; generate a document for other correspondence. • No Emails = Do not use email for any correspondence; generate a document instead. • Do Not Ask = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified. Defaults from the Default Opt In/Opt Out Flag (G97) system control value, but you can override it. Note: The above values use the letter O, not the number 0 (zero). The system updates this field when you change the setting of the Opt in/Opt out value at any other screen, such as order entry, order maintenance, or catalog requests. |
|
|
Email notifications: See When Does the System Generate an Email Notification? for an overview. Required. |
Format |
Indicates the customer’s preference regarding email format. Valid values are: • Text • HTML This field is informational only. Optional. |
Source |
Indicates how you obtained the email address. Valid values are: • Customer API: You received the email address through the Generic Customer API. • Customer email: You entered the address at this screen. • Order entry: You received the email while processing a new order (including orders created through the order API), through an e-commerce address update, or entered it for a customer membership recipient. • Customer maintenance: You entered the address at a screen in customer maintenance or received it through a catalog request. Alphanumeric, 20 positions; display-only. |
The date when the email address record was created. Numeric, 6 positions (in user date format format); display-only. |
|
The time when the email address record was created. Numeric, 6 positions (HH:MM:SS format); display-only. |
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The most recent date when you changed the Email address, Display name, Opt in/out field, or Format. Numeric, 6 positions (in user date format); display-only. |
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The most recent time when you changed the Email address, Display name, Opt in/out field, or Format. Numeric, 6 positions (HH:MM:SS format); display-only. |
|
Last primary |
The most recent date when the email address was flagged as the primary address. The system flags an email address as the primary address when it is created through customer maintenance or a catalog request, or if it is the first email address for the customer. Numeric, 6 positions (in user date format); display-only. |
The last date when this email address was used by the customer. The system updates this field for the primary email address when you: • create an order for the customer • create a catalog request for the customer • maintain an order for the customer The above updates take place regardless of how the information was received. For example, the system updates this field if you receive an order through the order API or create it through Generating Membership Orders (EGMO). The system also updates this field when you: • receive an email from the customer • assign an unrouted email to the customer (if the email address on the unrouted email matched this email address for the customer) Numeric, 6 positions (in user date format); display-only. |
|
Last used/system |
The last date when the system generated an email to this address. The system updates this field for the primary email address when you generate a notice such as a: • backorder notice email through Generate Backorder Notices (GBOC) • soldout notification email through Generating Soldout Notifications (MSON) • shipment confirmation email through Sending Internet Order Ship Confirmation (ESCF) • credit card credit email through Processing Refunds (MREF) See When Does the System Generate an Email Notification? for a listing of system-generated emails. Numeric, 6 positions (in user date format); display-only. |
Select Customer Email Address Screen
Purpose: Use this screen to review existing email addresses for the customer, to select an existing email address as the primary address, or to create a new email address.
Note: Recipient or gift orders: When you advance to this screen from the order header screen in order entry or order maintenance, the email addresses are associated with the customer who places the order, not the customer receiving the order. To review or work with the recipient’s email address or opt-in/out setting, you must advance to the Expand Name/Address Screen.
How to display this screen: You can display this screen by prompting on the email address at various screens, including the:
• Create Catalog Request Screen
Field |
Description |
Customer |
A unique number to identify the customer you are currently working with. The customer's name or company name displays to the right. Customer number: numeric, 9 positions; display-only, assigned by the system. Customer name: alphanumeric, 41 positions; display-only. |
Email address |
An email address for the customer, stored in the Customer Sold To Email table. Alphanumeric, 50 positions; optional. |
Opt in/out |
Indicates the preferred method of correspondence. Valid values are: • O1 = Email is the preferred method of correspondence. • O2 = Use email for order-related correspondence only; generate a document for other correspondence. • O3 = Do not use email for any correspondence; generate a document instead. • O4 = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified. Defaults from the Default Opt In/Opt Out Flag (G97) system control value, but you can override it. Note: The above values use the letter O, not the number 0 (zero). The system updates this field when you change the setting of the Opt in/Opt out value at any other screen, such as order entry, order maintenance, or catalog requests. |
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Email notifications: See When Does the System Generate an Email Notification? for an overview. Updating from an external system: See Receiving Customer Email Status Updates From an External System for an overview and the required setup. Alphanumeric, 2 positions; required. |
Fmt (Format) |
Indicates the customer’s preference regarding email format. Valid values are: • T = plain text • H = HTML This field is informational only. Alphanumeric, 1 position; display-only. |
Last primary |
The most recent date when the email address was flagged as the primary address. The system flags an email address as the primary address when it is created through customer maintenance or a catalog request, or if it is the first email address for the customer. Numeric, 6 positions (in user date format); display-only. |
Current primary |
An asterisk (*) indicates that this is the customer’s primary email address, and this email address is highlighted. The primary address is the one that defaults in order entry and displays on other screens, such as in customer maintenance. Fraud checking: An order goes on EC hold if this email address matches an email address in the Miscellaneous Fraud table; see Working with Miscellaneous Frauds (WMFF). Alphanumeric, 1 position; display-only. |
Option |
Procedure |
Create a new email address |
Select Create to advance to the Create Email Address Screen. |
Select an email address |
Select an email address to flag it as the primary email address. See the Current primary field above for more information. |
Change an email address |
Select Change for an email address to advance to the Select Customer Email Address Screen. |
Delete an email address |
Select Delete for an email address to delete it. You cannot delete the primary email address. |
Flag an email address as primary |
Select Mark as primary for an email address to flag it as the primary. |
Receiving Customer Email Status Updates From an External System
Overview: Use the Customer Email Status Updates process to match a record in the Customer Email Updates Table to a sold to customer and update the sold to customer’s Opt in/opt out field with the opt in/opt out value defined for the customer email update record.
Note: The Customer Email Status Updates process allows you to update the Opt in/opt out setting for a sold to customer at the customer sold to level (Customer Sold To table) and/or customer sold to email level (Customer Sold To Email table). See Determining the Opt-in/out Setting for more information on the hierarchy the system uses to determine the opt-in/out setting to use when generating emails.
For more information:
• Customer Email Status Updates Setup: provides the setup you must complete before you can use the Customer Email Updates process.
• Customer Email Status Updates Process: describes the steps the system performs during the Customer Email Status Updates process.
• Customer Email Update Examples: provides examples of the Customer Email Status Updates process.
Customer Email Status Updates Setup
Before you can run the Customer Email Status Updates Process, you must complete the required setup.
• Process Email Status Updates Periodic Function
• Customer Email Updates Table
Process Email Status Updates Periodic Function
Use the Working with Periodic Functions (WPER) menu option to create a periodic function for the Customer Email Status Updates process.
Function |
EMAILUD |
Description |
PROCESS EMAIL UPDATE |
Company parameter |
Selected |
Appl Area |
ALL |
Program Name |
PFR0089 |
Once you have created the periodic function:
• Use the Working with Periodic Processes (WPPR) menu option to assign the periodic function to a periodic process.
• Use the Execute Periodic Process screen (located in the Working with Periodic Processes (WPPR) or Executing Periodic Processes (EPRO) menu option) to define a schedule for the process.
Use this table to update an existing sold to customer’s Opt in/opt out field from an external system. You must populate this table before running the Customer Email Status Updates Process in order to match a sold to customer to a record in the Customer Email Updates table.
Creating a record: When you initially populate this table from an external system, each record should contain the following information:
• Company: Required; used to match the record to a sold to customer.
• Email Addr: Required; used to match the record to a sold to customer.
• Customer Nbr: Leave blank; the Customer Email Status Updates Process updates this field when it finds an exact match to a sold to customer.
• Profile ID: Optional.
• First Name: Required; used to match the record to a sold to customer.
• Last Name: Required; used to match the record to a sold to customer.
• Email Status: Required; the Customer Email Status Updates Process updates the sold to customer’s Opt in/opt out field for the associated email address with this value.
• Submit Date: Required.
• Process Status: Leave blank; the Customer Email Status Updates Process updates this field after the record has been processed.
Field |
Description |
A code for the company where the sold to customer whose Opt in/opt out field you wish to update is located. Company codes are defined in and validated against the Company table. Numeric, 3 positions; Required. |
|
The sold to customer’s email address. The email address should contain the following formatting: • there is an @ sign and a period (.) • there is some text: - before the @ sign - between the @ sign and the period - after the period For example: kbottger@EXAMPLE.com. The system uses this field to match a sold to customer to a Customer Email Update record. In order to match, one of the following email addresses must exactly match the Email Addr value for a Customer Email Update record: • CST E-mail address value in the Customer Sold To table. • CEM Email Address value in the Customer Sold To Email table. You can review the sold to customer’s email address on the following screens: • Second Create Customer Sold To Screen (the customer’s primary email address) • Work with Customer Email Address Screen (the customer’s primary email address and secondary email addresses) Alphanumeric, 50 positions; Required. |
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The sold to customer number. The Customer Email Status Updates process updates this field when it finds a sold to customer that matches the Customer Email Updates record. Note: If a Customer Nbr is already defined for a customer email updates record when you run the Customer Email Status Updates process, the system ignores this value. Numeric, 9 positions; Updated by the system. |
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A unique code to identify the sold to customer in an external system. Informational only. Alphanumeric, 15 positions; Optional. |
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The first name of the sold to customer. The system uses this field to match a sold to customer to a Customer Email Update record. In order to match, the NAM First Name value in the Customer Sold To table must exactly match the First name value for a Customer Email Update record. You can review the sold to customer’s name on the first Change or Display Customer screen; see First Create Sold To Customer Screen. Alphanumeric, 15 positions; Required. |
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The last name of the sold to customer. The system uses this field to match a sold to customer to a Customer Email Update record. In order to match, the NAM Last Name value in the Customer Sold To table must exactly match the Last name value for a Customer Email Update record. You can review the sold to customer’s name on the first Change or Display Customer screen; see First Create Sold To Customer Screen. Alphanumeric, 25 positions; Required. |
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Indicates the preferred method of correspondence for the sold to customer’s email address. If the Customer Email Status Updates program finds a match between a sold to customer and a Customer Email Updates record, the system updates the sold to customer’s Opt in/opt out field with this value. • If the match is found to the sold to customer’s email address in the Customer Sold To table, the system updates the CST E-mail Status value in the Customer Sold To table. You can review the updated Opt in/opt out value on the first Change or Display Customer screen; see First Create Sold To Customer Screen. • If the match is found to the sold to customer’s email address in the Customer Sold To Email table, the system updates the CEM Email Status value in the Customer Sold To Email table. You can review the Opt in/opt out value on the Work with Customer Email Address Screen. • If the match is found to the sold to customer’s email address in the Customer Sold To table and Customer Sold To Email table, the system updates the Email Status value in the Customer Sold To table and Customer Sold To Email table. Valid values are: • O1 (Email) = Email is the preferred method of correspondence. • O2 (Order-only email) = Use email for order-related correspondence only; generate a document for other correspondence. • O3 (No email) = Do not use email for any correspondence; generate a document instead. • O4 (Do not ask the customer) = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified. Note: The above values use the letter O, not the number 0 (zero). Alphanumeric, 2 positions; Required. |
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The date the external system added this record to the Customer Email Updates table, in CYYMMDD format. For example, October 8, 2009 displays as 1091008. Note: The system does not validate that the date is in the correct format. Numeric, 7 positions; Required. |
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Indicates whether the Customer Email Updates record has been processed. Valid values are: • blank = The Customer Email Status Updates process has not yet processed the Customer Email Updates record. • I = The Customer Email Status Updates process is currently processing the record. • P = The Customer Email Status Updates process has processed the Customer Email Updates record. The setting of the Clear Processed Records from Customer Email Updates Table (K70) system control value controls whether the system retains records in the Customer Email Updates table after the Customer Email Status Updates process is run. Alphanumeric, 1 position; Updated by the system. |
Customer Email Status Updates Process
When you submit the Customer Email Status Updates process, the system performs the following steps.
1. |
Looks at records in the Customer Email Updates Table whose Company matches the company where you submitted the Process Email Status Updates Periodic Function. The system does not process records in the Customer Email Updates table whose Company does not match the company where you submitted the Customer Email Status Updates process. |
2. |
Determines if the Email Status for a Customer Email Updates record is a valid status. Valid values are: • O1 (Email) = Email is the preferred method of correspondence. • O2 (Order-only email) = Use email for order-related correspondence only; generate a document for other correspondence. • O3 (No email) = Do not use email for any correspondence; generate a document instead. • O4 (Do not ask the customer) = Do not ask the customer for his/her email address; the customer has already been asked and has declined to provide it. The system does not generate any email correspondence to the customer, even if an email address is specified. If the Email Status for a Customer Email Updates record is not a valid status, the system does not process the record. |
3. |
Tries to match the Email Addr, First Name, and Last Name for the Customer Email Updates record to a sold to customer. See Customer Email Update Examples for examples. Exact match: • If the match is found to the sold to customer’s email address in the Customer Sold To table, the system updates the CST E-mail Status value in the Customer Sold To table with theEmail Status value from the Customer Email Update table. You can review the updated Opt in/opt out value on the first Change or Display Customer screen; see First Create Sold To Customer Screen. • If the match is found to the sold to customer’s email address in the Customer Sold To Email table, the system updates the CEM Email Status value in the Customer Sold To Email table with theEmail Status value from the Customer Email Update table. You can review the Opt in/opt out value on the Work with Customer Email Address Screen. • If the match is found to the sold to customer’s email address in the Customer Sold To table and Customer Sold To Email table, the system updates the Email Status value in the Customer Sold To table and Customer Sold To Email table. In addition, the system updates the Customer Email Updates record: • Customer Nbr field: Updates with the matched sold to customer number. • Process Status field: Updates to P (Processed). |
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More than one exact match: If more than one sold to customer matches a Customer Email Updates record, the system updates the Opt in/Opt out field for the first sold to customer in numeric order that matches the Customer Email Updates record. For example, if customer 2 and customer 45 match a Customer Email Updates record, the system updates the opt in/opt out setting for customer 2 and not customer 45. |
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No exact match: If an exact match is not found, the system updates the Process Status field for the Customer Email Updates record to P (Processed). The Customber Nbr field for the record remains blank since an exact match was not found and a sold to customer was not updated. |
4. |
Generates the Unmatched Email Status Report. This report displays all records in the Customer Email Updates table that were processed, but were not matched to a sold to customer. You can use this report to review which sold to customers require an update to the Opt in/opt out field. |
5. |
Looks at the setting of the Clear Processed Records from Customer Email Updates Table (K70) system control value to determine whether to clear the records in the Customer Email Updates Table once the Customer Email Status Updates process completes. • If selected, the system clears all records in the Customer Email Updates table. • If unselected, the system retains all records in the Customer Email Updates table. Processed records remain in the table with a P (Processed) status. The Customer Email Status Updates Process does not look at records in a P status; in order to reprocess these records, you must update the Process Status field for the record to blank. |
Customer Email Update Examples
• Example 1 - Match at Customer Sold To Level
• Example 2 - Match at Customer Sold To Email Level
• Example 3 - Match at Customer Sold To and Customer Sold To Email Level
Example 1 - Match at Customer Sold To Level
The following record exists in the Customer Email Updates table for company 7.
Email Address |
First Name |
Last Name |
Email Status |
BROBERTS@MSN.COM |
BERNADETTE |
ROBERTS |
O1 |
The following records exist in the Customer Sold To table for company 7.
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
2 |
BROBERTS@AOL.COM |
BERNADETTE |
ROBERTS |
02 |
4 |
BROBERTS@MSN.COM |
BETHANY |
ROBERTS |
02 |
6 |
BROBERTS@MSN.COM |
BERNADETTE |
ROBERTS |
O2 |
When you run the Customer Email Status Updates Process, the system finds an exact match between the Customer Email Updates record and a Customer Sold To record.
The system:
• Updates the Customer Email Updates record with the sold to customer number:
Email Address |
Cust Nbr |
First Name |
Last Name |
Email Status |
Process Status |
BROBERTS@MSN.COM |
6 |
BERNADETTE |
ROBERTS |
O1 |
P |
• Updates the Sold To Customer record with the Email Status from the matched Customer Email Updates record.
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
6 |
BROBERTS@MSN.COM |
BERNADETTE |
ROBERTS |
O1 |
Example 2 - Match at Customer Sold To Email Level
The following record exists in the Customer Email Updates table for company 7.
Email Addr |
First Name |
Last Name |
Email Status |
SJONES@MSN.COM |
SHELDON |
JONES |
O1 |
The following records exists in the Customer Sold To table for company 7.
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
8 |
SJONES@GMAIL.COM |
SHELDON |
JONES |
02 |
10 |
SJONES@MSN.COM |
SAMANTHA |
JONES |
02 |
The following records exist in the Customer Sold To Email table for company 7.
Cust# |
Email Address |
Opt in/out |
Primary |
8 |
SJONES@GMAIL.COM |
02 |
Y |
8 |
SJONES@MSN.COM |
03 |
N |
10 |
SJONES@MSN.COM |
02 |
Y |
10 |
SJONES@COMCAST.COM |
03 |
N |
When you run the Customer Email Status Updates Process, the system finds an exact match between the Customer Email Updates record and a Customer Sold To Email record.
The system:
• Updates the Customer Email Updates record with the sold to customer number:
Email Address |
Cust Nbr |
First Name |
Last Name |
Email Status |
Process Status |
SJONES@MSN.COM |
8 |
SHELDON |
JONES |
O1 |
P |
Updates the Sold To Customer Email record with the Email Status from the matched Customer Email Updates record.
Cust# |
Email Address |
Opt in/out |
Primary |
8 |
SJONES@GMAIL.COM |
02 |
Y |
8 |
SJONES@MSN.COM |
O1 |
N |
Note: The system does not update the Opt in/opt out defined for the sold to customer in the Customer Sold To table because the email address defined at that level does not match the email address defined for the Customer Email Updates record. The Opt in/opt out for the sold to customer in the Customer Sold To table remains at O2.
Example 3 - Match at Customer Sold To and Customer Sold To Email Level
The following record exists in the Customer Email Updates table for company 7.
Email Address |
First Name |
Last Name |
Email Status |
TJOHNSON@MSN.COM |
TINA |
JOHNSON |
O1 |
The following records exists in the Customer Sold To table for company 7.
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
8 |
TJOHNSON@MSN.COM |
TINA |
JOHNSON |
02 |
10 |
TJOHNSONS@MSN.COM |
TYLER |
JOHNSON |
02 |
The following records exist in the Customer Sold To Email table for company 7.
Cust# |
Email Address |
Opt in/out |
Primary |
8 |
TJOHNSON@MSN.COM |
02 |
Y |
8 |
TJOHNSON@GMAIL.COM |
04 |
N |
10 |
TJOHNSON@MSN.COM |
02 |
Y |
10 |
TJOHNSON@COMCAST.COM |
03 |
N |
When you run the Customer Email Status Updates Process, the system finds an exact match between the Customer Email Updates record and a Customer Sold To record and its associated Customer Sold To Email record.
The system:
• Updates the Customer Email Updates record with the sold to customer number:
Email Address |
Cust Nbr |
First Name |
Last Name |
Email Status |
Process Status |
TJOHNSON@MSN.COM |
8 |
TINA |
JOHNSON |
O1 |
P |
Updates the Sold To Customer record and Sold To Customer Email record with the Email Status from the matched Customer Email Updates record.
Sold To Customer record:
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
8 |
TJOHNSON@MSN.COM |
TINA |
JOHNSON |
01 |
Sold To Customer Email record:
Cust# |
Email Address |
Opt in/out |
Primary |
8 |
TJOHNSON@MSN.COM |
O1 |
Y |
The following record exists in the Customer Email Updates table for company 7.
Email Address |
First Name |
Last Name |
Email Status |
NSMITH@MSN.COM |
NONA |
SMITH |
O1 |
The following records exists in the Customer Sold To table for company 7.
Cust# |
Email Address |
First Name |
Last Name |
Opt in/out |
12 |
NSMITH@GMAIL.COM |
NONA |
SMITH |
02 |
14 |
NSMITH@YAHOO.COM |
NED |
SMITH |
02 |
The following records exist in the Customer Sold To Email table for company 7.
Cust# |
Email Address |
Opt in/out |
Primary |
12 |
NSMITH@GMAIL.COM |
02 |
Y |
12 |
NSMITH@COMCAST.COM |
03 |
N |
14 |
NSMITH@YAHOO.COM |
02 |
Y |
14 |
NSMITH@MSN.COM |
03 |
N |
In this situation, the system does not find an exact match between the Customer Email Updates record and a Customer Sold To record or Customer Sold To Email record.
The system updates the Customer Email Updates record:
Email Address |
Cust Nbr |
First Name |
Last Name |
Email Status |
Process Status |
NSMITH@MSN.COM |
NONA |
SMITH |
O1 |
P |
The system does not update a Sold To Customer record or Sold To Customer Email record because a match was not found. The Customer Email Updates record prints on the Unmatched Email Status Report.
| Working with Customer Warranty Information (WCST) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Unmatched Email Status Report |
CS03_21 OROMS 17.0 2018 OTN