Working with Customer Ownership

Customer ownership allows you to capture and confirm information about the products a customer currently owns or previously owned. You can use this information to determine trends in the products a customer purchases and recommend related products for purchase.

In this chapter:

• Remote Entry of Customer Ownership

• Work with Customer Ownership Screen

• Create Customer Ownership Screen

Remote Entry of Customer Ownership

You can include customer ownership information in orders from the Order API, catalog requests from e-commerce, and customer updates from e-commerce.

The system looks at the Company, Customer #, and Ownership ID fields in the Customer Ownership table to determine if the customer ownership information is a new record or an updated record.

• If the company, customer number, and ownership ID values match a record in the Customer Ownership table, the system updates the Active flag, Entry date, Confirm date, and Description fields for the existing customer ownership record.

• If the company, customer number, and ownership ID values do not match a record in the Customer Ownership table, the system creates a new customer ownership record for the sold to customer.

Note: If the Active flag, Description, Entry date and Confirm date are passed blank, the system creates/updates the customer ownership record with a blank active flag, description, entry date, and confirm date.

If the remote entry does not include an ownership ID, the system does not create or update a customer ownership record and instead creates a customer note for the sold to customer: Missing Ownership ID: Ownership Description.

If an e-commerce catalog request includes errors, the system places the catalog request in the Catalog Request Interface table. You will need to correct the errors in the Working with the Catalog Request Interface (WCRU) menu option. If this happens, the system does not retain any customer ownership information that you defined for the sold to customer in the catalog request.

Work with Customer Ownership Screen

Use this screen to view and update the products a customer currently owns or previously owned.

Customer ownership records display in confirm date sequence with the most recent confirm date at the top of the screen.

This screen displays if customer ownership records currently exist for the sold to customer; if the sold to customer is not associated with any customer ownership records, the system automatically advances you to the Create Customer Ownership Screen.

How to display this screen:

• Select Customer Ownership at the More Customer Sold To Options Screen.

• Select Customer Ownership at the Display More Options Screen.

• Select Cust Ownership at the Create Catalog Request Screen.

 

Field	Description
Customer #	The number for the sold to customer that owns the customer ownership products. Numeric, 9 positions; display-only.
ID	Represents a product the customer owns or previously owned. Alphanumeric, 10 positions; display-only.
Description	A description of the product. Alphanumeric, 40 positions; display-only.
Act? (Active?)	Indicates if the customer currently owns the product. • selected = The customer currently owns the product. • unselected = The customer previously owned the product.
Entry date	The date the customer ownership record was created. Numeric, 6 positions (in user date format); display-only.
Confirm date	The most recent date when the customer confirmed ownership of the product. You can confirm a customer ownership record by selecting Confirm for a customer ownership record. The system also updates this field when you update the Active flag. Numeric, 6 positions (in user date format); display-only.

Screen Option	Procedure
Create a customer ownership record	Select Create to advance to the Create Customer Ownership Screen.
Delete a customer ownership record	Select Delete for a customer ownership record to delete it.
Confirm the customer ownership information with the customer	Select Confirm for a customer ownership record. The system updates the Confirm date field to the current date.
Update the status of the customer ownership flag to active or inactive	Select Active/Inactive for a customer ownership record. • If the Active? flag was N, the system updates the flag to Y. • If the Active? flag was Y, the system updates the flag to N. The system updates the Confirm date field to the current date.

Create Customer Ownership Screen

Purpose: Use this screen to create a customer ownership record.

When you create a customer ownership record at this screen, the system defaults the current date to the Entry date and Confirm date fields.

How to display this screen: Select Create at the Work with Customer Ownership Screen.

In addition, the system displays this screen if the sold to customer is currently not associated with any customer ownership records:

• Select Customer Ownership at the More Customer Sold To Options Screen.

• Select Customer Ownership at the Display More Options Screen.

• Select Cust Ownership at the Create Catalog Request Screen.

 

Field	Description
Customer #	The number for the sold to customer that owns the product. Numeric, 9 positions; display-only.
Ownership ID	Represents a product the customer owns or previously owned. Alphanumeric, 10 positions; required.
Description	A description of the product. Alphanumeric, 40 positions; required.
Active flag	Indicates if the customer currently owns the product. • Selected (default) = The customer currently owns the product. • Unselected = The customer previously owned the product.