User-defined Field Prompting for Existing Customers (D33)

Purpose: Use this screen to define whether the system displays the User Fields screen automatically during Order Entry for existing customers if no information has been entered previously on this screen.

Yes/no field: Select this field to display the User Fields screen each time an existing customer places a new order if no information has been entered on this screen; otherwise, leave it unselected. If you leave it unselected, the User Fields screen appears only for new customers.

About User Fields screen: Use the User Fields screen to capture any type of additional information about a customer during order entry. You use the User Defined Fields menu option to create this screen and link it to the Customer Sold To table (CST). You can include any type of numeric, date, or text fields in the screen. See Setting Up User-Defined Fields (WUDF).

Customer class: The Customer Class for User Defined Field Prompting (G04) system control value also plays a role in determining when the User Fields screen appears in order entry.

User Defined Field Prompting in Order Entry set to:	Customer Class for User Defined Field Prompting set to:	Result
Selected	a valid customer class	prompts for any new or existing customer in the class who has not yet provided the user-defined information
Selected	blank	prompts for any new or existing customer, regardless of class, who has not yet provided the user-defined information
Unselected	a valid customer class	prompts for a new customer in the class only if you assign the class before completing the header information and selecting OK Note: If the Default Customer Class in Order Entry (D63) system control value is set to this same customer class, each new customer you create will be assigned to the class automatically, and you will always advance to the prompt screen
Unselected	blank	prompts for any new customer

You can use the Work with Expanded Address screen in order entry to assign a customer class. This screen is available from the order header by selecting Expand Address.

For more information:

• Setting Up the Customer Class Table (WCCL)

• Introducing Order Entry

Example: You can build a screen to obtain information for an in-house credit card application. This screen could contain entry fields for the customer's date of birth, mother's maiden name, social security number, and operator ID.