Purpose: This chapter describes how to select the customer to enter an order. You can find the customer by entering the customer number, scanning for the customer number, or pressing F6 to add the customer record to the system.
This is the first step in entering a new order.
In this topic:
• Select Customer Sold To For Order Screen
• Work with Order/Detail Screen (Entering a Customer Number)
• Entering A Prospect Finder Number
• Ghost Customer Number Warning Window
• Carrying Forward Search Information
• Select Customer Individual Screen
• Individual Scan Screen Options
• When you Select an Individual from a Scan Screen
• Change Cust Sold to Name & Address Screen
• Display/Update Bill To Window
• Customer Order History Window
• Operator Statistics Inquiry Screen (DOPR)
• Select Individuals for an Order Screen
• Select Individuals for an Order Screen (Individual Number Sequence)
• Start Call Monitoring Window (OECP)
• Scan Customer by CTI Phone Number Screen
• Work with Customer Call Log Screen (WCLL)
• Log Telephone Call Screen (Entering or Changing a Call)
• Confirm Call Monitoring Termination Window (NDCP)
Select Customer Sold To For Order Screen
If using the Customer Selection screen: Use this screen to select a customer for order entry. This screen allows you to review customer and order information and advance to a number of additional functions. See Customer Selection Screen.
You can select a customer from this screen by:
• entering a customer number
• scanning for a customer
• creating a customer during order entry
Customer Workflow Management window: The Customer Workflow Management Window automatically displays when you select a customer for order entry if open or in use ticklers exist for the sold to customer. Press F10 at this window to advance to the Work with Ticklers Screen (sold to customer view) where you can review and work with ticklers associated with the sold to customer.
How to display this screen:
• If the Default Item Availability Screen in Order Entry (J60) system control value is set to N and you are not a CIT user, press Enter at the Request Order Batch screen
• If the Default Item Availability Screen in Order Entry (J60) system control value is set to Y and you are not a CTI user, press F12 at the Display Item Availability Screen (Reviewing Item Availability)
Note: If you are a CTI user, you advance to the Customer Selection Screen rather than the Select Customer Sold To For Order screen. See that screen for more information.
• press F12 at the
OER0445 ENTER Select Customer Sold To For Order 2/05/02 16:24:00
Source code . . .
Customer . . . . .
Match code . . . .
Postal code . . . Last name . . First name . . Company . . .
Telephone # . . .
Alt cust # . . . .
E-mail Address .
F2=Change defaults F3=Exit F6=Create F7=Maintenance F8=Review batch F9=Accept batch F11=Reject batch F14=Item availability F23=More keys |
Field |
Description |
A code to identify a group of customers. Use source codes to define freight methods, track your marketing efforts, and for reporting. The source code field displays only if the Cross company scan field in the Company file is set to Y. If so, you can scan into other companies that have the same setting in the Active company field in the Company file as your company. Note: You advance to the Select Source Screen if you scan on this field. Alphanumeric, 9 positions; optional. |
|
Customer (Sold-to customer number) |
A number assigned by the system to identify the customer. You advance immediately to the initial order entry screen to enter an order for this customer when you enter a valid customer number. See Work with Order/Detail Screen (Entering a Customer Number). You can enter a prospect number in the Customer field instead of a customer sold-to number if you want the system to search the Prospect file to retrieve address information associated with the number you entered. See Entering A Prospect Finder Number. Numeric, 9 positions; optional. |
|
If you enter the number of a Ghost customer, the system displays the Ghost Customer Number Warning Window, warning you that the customer number you entered has been merged with another customer number. |
Match code |
A code that the system assembles in the format you define through the Match Code function. The match code contains elements of the customer's name and address. The system assigns a match code to every customer on the system to identify duplicate customers and to detect fraudulent addresses. Enter a match code to advance to a scan screen that lists customers whose match codes follow your entry alphanumerically. Select the customer for order entry from the scan screen. See Scan Types. Two examples of match codes are: BILHINHER12345 CHRSWE22H02062 See Customer Service Setting Up Match Codes (MMCH). Alphanumeric, 15 positions. |
Postal code |
A postal delivery area. Enter a postal code/last name or postal code/company name combination to advance to a scan screen that lists customers whose postal codes/last names or postal codes/company names follow your entries alphanumerically. Select the customer for order entry from the scan screen. See Scan Types. Scan length: The Postal Code Scan Length (F61) system control value controls how many characters of the postal code to use when searching for a customer. See that system control value for a discussion. See Customer Service Setting Up the Postal Code File (WZIP). Alphanumeric, 10 positions. |
Last name |
The sold-to customer's last name. Enter a full or partial last name to advance to a scan screen that lists customers whose names follow your entry alphanumerically. Enter a full (not partial) last name and first name to advance to a scan screen that lists customers with last names and first names that follow your entry alphanumerically. Select the customer for order entry from the scan screen. See Scan Types. Alphanumeric, 25 positions. |
First name |
The sold-to customer’s first name. Enter a last name, first name, and postal code to advance to a scan screen that lists customers by postal code, last name, and first name, positioned to the customer you entered. Select the customer for order entry from the scan screen. See Scan Types. You cannot scan on first name alone. Alphanumeric, 25 positions. |
Company |
The sold-to customer's company name. Enter a full or partial company name to advance to a scan screen that lists customers whose company names follow your entry alphanumerically. Select the customer for order entry from the scan screen. See Scan Types. Alphanumeric, 30 positions. |
Telephone # |
The daytime, evening, or third (fax or mobile) phone number of the sold-to customer. Enter a full or partial telephone number to advance to a scan screen that lists customers whose telephone numbers follow your entry alphanumerically. Select the customer for order entry from the scan screen. See Scan Types. You can define a telephone number format for each country to map to the phone numbers operators enter into the system. See Customer Service Setting Up the Country File (WCTY). Alphanumeric, 14 positions. |
Alt cust# |
An additional number to identify the sold-to customer. This may be a serial number or a customer number from another system. Alternate Customer Number Label Description The field label name that displays on this screen is based on the name you enter in the Alternate Customer Number Label Description (H95) system control value; if you do not enter a name in this system control value, the field label is Alt cust #. Example: If you enter the field label name PC MEMBER# in the system control value, the field label name that displays on this screen is PC MEMBER#. Note: Scanning by the alternate customer number of a ghost customer is not currently implemented if the Display Alternate Customer Cross Reference Window (I84) system control value is set to Y. |
|
President’s Club identification: If you sell President’s Club memberships and have the Use President’s Club Membership (H94) system control value set to Y, then when you enter a number in this field, the system checks the President’s Club Pre-Accounts File (OEPCPA) to see if you have assigned the number to a President’s Club prospect. The President’s Club number for an existing customer is stored in the Alternate customer number field, so if you enter a number assigned to an existing customer, the system selects this customer and brings you to the order header screen. Assigning the same President’s Club number to multiple customers is not supported; also, a single customer having multiple President’s Club numbers is also not supported. See President’s Club Memberships for more information. Alternate customer number cross-reference: If you do not use the President’s Club, enter an alternate customer number to advance to a subsequent scan screen that lists customers by alternate customer number. See Display Alternate Customer Cross Reference Window (I84) for more information. Alphanumeric, 15 positions. |
Email Address |
An email address for the customer. When you enter a full or partial email address, you advance to the Scan Customer by Email Address screen, where you can scan by any email address on file for a sold-to customer. This field is not case sensitive; use the correct upper or lower case letters. See Scan Types. Alphanumeric, 30 positions. |
Screen Option |
Procedure |
Change the default value for one or more order entry fields |
Press F2. See Setting Defaults. |
Enter an order for a new customer |
Press F6. See Entering Orders Using Header Format or Entering Orders Using Header/Detail Format. |
Change an existing order |
Press F7. See Customer Service Performing Order Maintenance. |
Review a batch of mail orders |
Press F8. See Entering Batched Orders. |
Accept a batch of mail orders (which accepts all orders entered for the batch) |
Press F9. See Entering Batched Orders. |
Reject a batch of mail orders (which rejects all orders entered for the batch) |
Press F11. See Entering Batched Orders. |
Inquire on an item's availability, use the notepad function to select items for a new order, or capture lost sales |
Press F14. See Display Item Availability Screen (Reviewing Item Availability). |
Mail a catalog to a new or existing customer |
Press F15. See Customer Service Entering Catalog Requests (WCAT). |
Display current and control totals for a batch of mail orders |
Press F16. See Entering Batched Orders. |
Display the special item promotions for the day |
Press F17. See Upselling the Customer. |
Scan for an individual customer |
Press F18 to advance to the Select Customer Individual Screen. |
Review your current totals and daily totals (or those of another operator) for orders entered and rejected |
Press F20 to advance to the Operator Statistics Inquiry Screen (DOPR). |
Purpose: If you are working in a company that has cross-company scanning selected in the Company file, you can scan into other companies that also have cross-company scanning enabled. You can scan only across companies that have the same setting in the Active company field in the Company file; this prevents you from inadvertently scanning from a test or training company to a “live” company, or vice versa. See Installation Setting Up Companies (WCMP).
How to display this screen:
• enter a valid source code for a different, compatible company in the Source code field; the source code, associated offer, and description display, and the selected company name displays at the top of the screen; or
• press F4 on the Source code field.
MSR1021 SELECT Select Source 12/01/98 13:48:38
Opt Source Description Cmp Ofr Description
1=Select
river2 new england buyers 555 RAT NEW YEAR SPECIALS river6 new york buyers 555 bbq NEW YEAR SPECIALS BBQ BBQ CATALOG SOURCE CODE 555 BBQ BACKYARD SUMMER BARBEQUE B1 BROOKS SOURCE 242 B01 BROOKS OFFER LV98 BY DOLLAR CHART/SOURCE 242 LV2 LV OFFER W/ FRT BY DOLLAR CAN CANADIAN SOURCE CODE 555 CAN CANADIAN OFFER AUTOSEL COMPANY AUTO SELECT SOURC 395 002 OFFER 2 FOR TESTING 01129 CUSTOMERS IN ZIP 01129 555 SUM OFFER INITILIZED FPO98 DEFERRED BILLING 242 FPO DEFERRED/INSTALLMENT BILL FPOSRC DEFERRED BILLING FPO12 242 FPO DEFERRED/INSTALLMENT BILL DISC DISCOUNT SOURCE FOR OFFER 7 1 HOLIDAY '98 DMM DMM 1998 MODS 242 DMM DM MGMT OFFER A123 FIRST SOURCE CODE 555 001 FALL BOOK +
F3=Exit F6=Create |
Note: If the Sort Source Codes Prompt by Description in Order Entry (F67) system control value is set to Y, the system displays source codes alphanumerically by source code description instead of by source code.
Field |
Description |
Source |
A code to define a group of customers. See Marketing Working with Source Codes (WSRC). Alphanumeric, 9 positions; optional. |
Description (Source code description) |
The description associated with the source code. You cannot scan on this field. Alphanumeric, 25 positions; display-only. |
Cmp (Company) |
A code representing the company associated with the source code. Numeric, 3 positions; optional. |
Ofr (Offer) |
A code representing a catalog, advertisement, or other means of presenting merchandise to your customers. Each source code is associated with an offer. See Marketing Working with Offers (WOFR). Alphanumeric, 3 positions; optional. |
Description (Offer description) |
The description associated with the offer. You cannot scan on this field. Alphanumeric, 25 positions; display-only. |
Screen Option |
Procedure |
Select a source |
Enter 1 next to a source code to select it. |
Create a new source code |
Press F6. |
Work with Order/Detail Screen (Entering a Customer Number)
Purpose: Enter a customer number in the Customer field to select the customer placing the new order. Information on file for this customer displays for the new order, but can be updated.
Note: The system updates customer information in the Customer file automatically when you change the customer's name or address during order entry.
Sold To 26 Recip sts: Suspended Type P Disc% Fr+: Attention Mail Y Rent Y Tax: Name BERNADETTE T MIRANDA Hnd: Company . M/F F Chg: Street . 11 SANFORD STREET Apt FRONT Tot: Postal code 02053 City MEDWAY St MA Cntry USA Frt Y Delivery R Day (508) 626-2600 Ext 264 Eve (508) 533-8038 Ext |
Entering A Prospect Finder Number
Purpose: You can enter a prospect number in the Customer field instead of a customer sold-to number if you want the system to search the Prospect file to retrieve address information associated with the number you entered. The Prospect file contains a list of rented address information you can use in order entry. A prospect finder number is a number you use to define each customer in a catalog mailing. For example, a prospect finder number might consist of a source code and customer number. The address information retrieved from the Prospect file defaults onto the Work with Order Screen or Work with Order/Detail Screen (Entering a Customer Number). This feature is helpful if you want to save time on keying in address information. The source code and customer name, phone numbers, and email address also default in order entry if they are specified in the file.
You can enter prospect information in the Customer field on either the Select Customer Sold To for Order screen or the Customer Selection Screen.
System control value: The system searches the Prospect file only if the Use Prospect Finder File (E40) field in the System Control file is set to Y and the number you enter in the Customer field begins with an alphabetical character.
If prospect not found: The system displays a message if it cannot find the number you entered in the Sold To Customer file or the Prospect file:
Customer Finder ART5674 does not exist.
Load prospect tape: If you receive prospect information from Direct Tech, you must first load a tape containing the prospect information into the Prospect file. See Marketing Loading the Prospect Finder File (LPFF), for more information.
Sample screen: This sample demonstrates the result of selecting a customer by entering a prospect number in the Customer field on the Select Customer Sold To For Order Screen. (You can also select a customer by entering a prospect number at the Customer Selection Screen.) The address information for the prospect number you entered defaults on the Work with Order screen.
Note: The Direct Tech tape format does not include the prospect’s name, phone numbers, or email address; so if you load the Prospect file from this format, this type of information will not be available to default in order entry.
Attention Mail Y Rent Y Tax: Name MR. WILBUR VAN VOORHIS Hnd: Company . M/F Chg: Street . 35 PLEASANT STREET Apt #2 Tot: Postal code 01746 City HOLLISTON St MA Cntry USA Frt Y Delivery R Day Ext Eve Ext Source AB12345 Sls#: Via 1 Gift N Priority: Whs Assoc N Hold E-mail Address wvv@yahoo.com |
Ghost Customer Number Warning Window
Ghost customers are customers whose records have been merged with the records of matching customers when you performed a merge/purge.
The ghost customer is the source customer in the merge; records for the source customer are merged with the records for a matching target customer; the system selects the most up-to-date information for target and source and saves these records in the target customer’s record. When performing the merge you can elect to flag a source customer as a Ghost on the Work with Source Customers Screen. Ghost customer records are retained in the Customer Sold To file for informational purposes, but Ghost customers do not have order history, billing history, mail history or entity information, since all related history records are merged into the source (target customer) records.
When you enter the number of a ghost customer, the pop-up Warning Window displays.
WARNING
Customer number 202 has been merged with Customer 137 . Customer number 137 will be used for this transaction.
Please verify Name and Address with Customer.
F3=Exit F12=Cancel ENTER=Continue
|
Press Enter to advance to the order header screen with the target customer number entered on the order. For example, if you enter 202, a ghost customer, the system will display this window informing you that customer 202 has been merged into customer 137. When you continue with the order process, customer 137 will default on the Work with Order screen.
See Marketing Working with Merge/Purge Sold-to Names (MMCS) for more information on the merge/purge function.
Scanning for a Customer Number
Purpose: Enter information in any of the scan fields on the Select Customer Sold To For Order screen to locate a customer for order entry if you do not know the customer number.
Purpose: Enter any combination of customer information in the scan fields. A scan screen appears that lists the customers who closely match the information you entered. Each of these subsequent scan screens (except the Scan Customer by Phone Number and Scan Customer by E-mail Address screens) includes the customer name or company name, customer number, street address, city, state and postal code.
Several types of scans are available for customer selection, including Scan Customer by...
• Match Code
• Postal Code/Last Name
• Postal Code/Last Name/First Name
• Postal Code/Company Name
• Last Name
• Last Name/First Name
• Company Name
• Phone Number
• Alternate Customer Number
• E-mail Address
Note: You can also scan by individual customer rather than sold-to customer; see Select Customer Individual Screen.
You can enter partial or full information into any of the scan fields. For example, you can enter J or JONES in the Last name field to locate Howard Jones. (The First name field must be used in conjunction with the Last name and Postal code fields; you cannot scan on first name alone, or on last name, first name.)
Note: Be as specific as possible when you enter scan information because the resulting scan screen will list only those customers who match the scanning criteria.
After entering scanning information, you advance to a scan screen that lists customers who closely match the information entered. The customers are listed alphabetically or numerically from the first record that matches your scan information until the end of the file.
Note: The E-mail Address scan field is not case sensitive; an email address of abc@commercialware.com matches an entry of ABC@COMMERCIALWARE.COM, and vice versa.
Alphabetic Scan: For example, you receive this type of scan if you enter J in the Last name field:
JAM
JANE
JONES (etc.)
However, you receive this type of scan if you enter JONES in the LAST NAME field:
JONES
JONESBURY
JONESTOWN (etc.)
Numeric Scan: You receive this type of scan if you enter 0 in the Postal code field:
01519
01527
01560 (etc.)
However, you receive this type of scan if you enter 02062 in the Postal code field:
02062
02069
02074
E-mail Address Scan: You receive this type of scan if you enter aaa or AAA in the E-mail Address field:
aadams@commercialware.com
bcominski@commercialware.co
zyarrow@commercialware.com
AAAcat@commercialware.com (etc.)
There are several ways to select a customer for order entry from the scan screen, depending on whether the customer is listed.
If the customer is listed: Enter a 1 next to the appropriate customer number to select the customer for order entry.
If you're not sure if this is the right customer: Enter 5 next to a customer number to review additional information about the customer, such as telephone numbers. If the customer is correct, enter a 1 next to the customer number
If the customer is not listed: There are two things you can do:
1. Continue your search by scrolling through customer records (using Shift/Roll or Page Down). Additional customer records are available if a + appears in the lower right of the screen.
2. Press F6 to enter an order for a new customer. The system assigns a customer number to the new customer and captures the customer's name and address information in the Customer file under the new customer number.
Carrying Forward Search Information
When you press F6 to create a new customer after you have scanned on postal code, company, last name, or any combination of these fields, the search information you had entered defaults onto the order header. This defaulting saves you keystrokes when you enter the information to create the new customer in your company.
For example, if you:
• enter a last name at the Select Customer Sold To For Order Screen, and
• press F6 at the Scan Customer by Last Name field
when you advance to the Work with Order Screen (header format) or Work with Order/Detail Screen (header/detail format), the last name you entered will default into the appropriate field.
Similarly, if you:
• enter a postal code and company name at the Select Customer Sold To For Order Screen, and
• press F6 at the Scan Customer by Postal Code/Company screen
When you advance to the Work with Order Screen (header format) or Work with Order/Detail Screen (header/detail format), the company name and postal code default into the appropriate fields. The city, state, and country associated with the postal code also default.
Note: The most recent search information you have entered defaults onto the order header. If you enter additional or different information at a subsequent scan screen, this is the information that will default.
Select Customer Individual Screen
Purpose: Use this screen to scan by individual customer rather than by sold-to customer. Since each individual is associated with a sold-to customer, selecting the individual has the effect of also selecting the sold-to. You can scan by individual in order entry, order maintenance, order inquiry, customer maintenance, and catalog requests.
How to display this screen: Press F18 at the:
• Select Customer Sold To For Order Screen in order entry
• Order Maintenance Selection Screen
• Select Customer Sold To Screen in customer maintenance
• Create Catalog Request Screen
OER1234 ENTER Select Customer Individual 2/07/02 14:34:00 EZK Mail Order
Last Name . . .
First Name . .
Day Telephone# .
E-Mail Address .
F3=Exit F12=Cancel |
Field |
Description |
Last name |
The individual customer's last name. Enter a full or partial last name to advance to a scan screen that lists individuals whose names follow your entry alphanumerically. Enter a full last name and full or partial first name to advance to a scan screen that lists individuals with last names that match your entry and first names that follow your entry alphanumerically. Select the individual from the scan screen; see Individual Scan Screen Options. Alphanumeric, 25 positions. |
First name |
The individual’s first name. Enter a complete last name and a full or partial first name to advance to a scan screen that lists individuals by postal code, last name, and first name, positioned to the individual you entered. Select the individual from the scan screen; see Individual Scan Screen Options. You cannot scan on first name alone; a last name is also required. Alphanumeric, 25 positions. |
Day telephone |
The individual’s daytime phone number. The extension, if any, is not included. Enter a complete or partial phone number to advance to a scan screen that lists individuals by phone number, positioned to the phone number you entered. Select the individual from the scan screen; see Individual Scan Screen Options. Note: Your entry should include any formatting specified by the telephone number format for the country; for example, if the telephone number format for the United States is (111) 111-111, your entry should include the parentheses and hyphen. See Setting Up the Country File (WCTY), for more information on telephone number formats by country. Alphanumeric, 14-positions. |
Email address |
The individual’s email address. This field is not case-sensitive; an email address of abc@commercialware.com matches an entry of ABC@COMMERCIALWARE.COM, and vice versa. Enter a full or partial email address to advance to a scan screen that lists individuals whose email addresses follow your entry. Select the individual from the scan screen; see Individual Scan Screen Options. Alphanumeric, 30 positions. |
Individual Scan Screen Options
• select: Enter 1 next to an individual to select the individual or associated sold-to customer; see When you Select an Individual from a Scan Screen for more information.
• change: Enter 2 next to an individual to advance to the Change Customer Individual screen. See Create Customer Individual Screen for field descriptions.
• display: Enter 5 next to an individual to advance to the Display Customer Individual screen. See Create Customer Individual Screen for field descriptions.
Customer Workflow Management window: The Customer Workflow Management Window automatically displays when you select an individual for an order if open or in use ticklers exist for the customer. Press F10 at this window to advance to the Work with Ticklers Screen (sold to customer view) where you can review and work with ticklers associated with the individual and sold to customer.
When you Select an Individual from a Scan Screen
• order entry: If you pressed F18 at the Select Customer Sold To For Order Screen, you advance to the Select Individuals for an Order Screen once you have selected an individual. The individual you selected will default as the placer. You can change the placer and must specify the originator, if any, for the order before you advance to entering the order. However, you can advance directly to entering the order if you use the Individual Position for Consumer Customers (G02) system control value; see Individuals Required in Order Entry (E01) for an overview.
Note: The system does not allow you to enter an order for an individual whose Status is Inactive.
• customer selection screen: If you pressed F18 at the Customer Selection Screen, you return to that screen once you have selected an individual. All orders for the sold-to customer associated with the sold-to customer associated with the selected individual display at the bottom of the screen. From this screen, you can enter a new order, or maintain or review an existing order for the sold-to customer. If you press F6 once you have selected an individual, the individual you selected will default as the placer on the order. However, you can advance directly to entering the order if you use the Individual Position for Consumer Customers (G02) system control value; see Individuals Required in Order Entry (E01) for an overview.
Note: The system does not allow you to enter an order for an individual whose Status is Inactive.
• order maintenance: If you pressed F18 at the Order Maintenance Selection Screen, you advance to an Order Scan Screen where you can select an order for the sold-to customer for maintenance. The selected individual is not necessarily associated with the displayed orders.
• order inquiry: If you pressed F18 at the Order Inquiry Scan Screen, you advance to one of the Order Scan Screens, where you can select an order for the sold-to customer for inquiry. The selected individual is not necessarily associated with the displayed orders.
• customer maintenance: If you pressed F18 at the Select Customer Sold To Screen, you advance to the first Change Customer screen for the sold-to customer; see First Create Sold To Customer Screen for field descriptions.
• catalog requests: If you pressed F18 at the Create Catalog Request Screen, you return to that screen with the individual and sold-to name and address completed. You can specify the offer and item or source to complete entry of the catalog request. You cannot change the individual or sold-to information once you have selected the individual.
Note: The system does not prevent you from entering a catalog request for an individual whose Status is Inactive.
Change Cust Sold to Name & Address Screen
Purpose: Use this screen if you need to update the address.
How to display this screen: Enter 2 next to the customer number at a scan screen, or press F8 at the Customer Selection Screen. You can update the customer's permanent name and address information on this screen. This is an easy way to update the customer record without exiting order entry.
OER0630 ENTER Change Cust Sold to Name & Address 1/17/02 8:48:40 EZK Mail Order
Customer # . . . : 706 Name . . . . . . . GLORIA MUNDI Company . . . . . Address . . . . . 24 PRIME PARK WAY Apt/Suite
Postal code . . . 01760 City NATICK St MA Ctry USA Delivery . . . . . R (B=Business, R=Residential) Class
Mail flag Y Rent flag Y Opt In/Opt Out O2 Mail Code Y Call Code
Telephone . . . : Country Code 0 Day/Business . Ext Evening/Home . Ext Fax . . . . . Ext E-mail Address . ekaplan@commercialware.com
F3=Exit F12=Cancel F22=User defined option |
Field descriptions: See the First Create Sold To Customer Screen.
Note: A pop-up window displays when the Sold-to customer is linked to a permanent Bill-to account and Update a Bill-to Address with Sold-to Address Changes (E13) is set to Y in the System Control file. The pop-up window allows you to update the changes made to the Sold-to address to the Bill-to address. See Display/Update Bill To Window.
Purpose: Use this window to update a Bill-to address when you make changes to its linked Sold-to address.
The system creates a permanent Bill-to record for a Sold-to customer when:
• the customer pays for orders on account (Accounts Receivable), or
• the customer pays for orders by COD, or
• the person being billed for the order is different from the customer who placed the order
See Creating and Updating Sold-to Customers (WCST) for more information.
How to display this screen: Enter a change to a Sold-to customer with a permanent Bill-to account on the Change Cust Sold to Name & Address Screen. This pop-up window will display only if the Display/Update Bill To Window field in the System Control file is set to Y.
Display/Update Bill to New Address (Sold To) DR. KIMBERLY R AUCLAIR SANDER HOSPITAL Delivery Code B ROBIN ROAD BUILDING 2 PO Box Y/N N Day {508} 820-4789 Ext.: 123 Eve {508} 877-4563 Ext.: Fax {508} 856-7654 Ext.: 7777 LAWRENCE MA 01701 USA Bill to #: 170 DR. KIMBERLY R AUCLAIR SANDER HOSPITAL Delivery Code B ROBIN ROAD PO Box Y/N : N Day {508} 820-4789 Ext.: 123 Eve {508} 777-7777 Ext.: 7777 Fax {777} 777-7777 Ext.: 7777 LAWRENCE MA 01701 USA
F9=Accept F11=Reject |
Completing this window: This window displays the name and address of the Sold-to customer with its changes in the upper half of the window, and its linked Bill-to record without the changes in the bottom half of the window.
Press F9 to update the Bill-to address with the changes made to the Sold-to address; otherwise, press F11.
These Bill-to fields will update when you change its linked Sold-to customer fields:
• prefix
• first name
• middle initial
• last name
• suffix
• company
• street
• apt/suite
• address line 2
• address line 3
• address line 4
• postal code
• city
• state
• country
• delivery code
• PO box
• day phone number/extension
• eve phone number/extension
• third (fax or mobile) phone number/extension
:
Field |
Description |
Name (Unlabeled fields below the New Address field) |
5 fields are available for you to enter the customer's full name: Prefix A title (such as “Mrs.” or “Dr.”) that precedes the customer's name. Alphanumeric, 3 positions; display-only. First Name The customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only. Last Name The customer's last name. Alphanumeric, 25 positions; display-only. Suffix An addition to the customer's full name (such as “M.D.,” or “III”). Alphanumeric, 3 positions; display-only. |
Company (Unlabeled field below the Name field) |
The name of the company associated with the customer placing the order. Alphanumeric, 30 positions; display-only. |
Street (Unlabeled field below the Company field) |
The customer's street address. This is the primary delivery address. Alphanumeric, 32 positions; display-only. |
Apt/suite (Unlabeled field next to the Street field) |
The apartment number or suite number associated with the customer's delivery address. Alphanumeric, 10 positions; display-only. |
Address (Unlabeled fields below the Street field) |
Three additional lines of the customer's delivery address. Alphanumeric, three 30 position lines; display-only. |
City (Unlabeled field below the Address fields) |
The city where the customer lives or receives mail or shipments. Alphanumeric, 25 positions; display-only. |
State (Unlabeled field next to the City field) |
The state or province where the customer lives or receives mail or shipments. Alphanumeric, 2 positions; display-only. |
Postal code (Unlabeled field next to the State field) |
The postal or zip code for this customer. This code represents a delivery area. Alphanumeric, 10 positions; display-only. |
Country (Unlabeled field next to the Postal code field) |
The code for the customer's country. Alphanumeric, 3 positions; display-only. |
Delivery code |
This value identifies a business (commercial) or residential address. This value is used to calculate shipping charges for shippers that use rate tables (such as U.P.S.). Valid values are: B = Business rate tables determines shipping charges R = Residential rate table determines shipping charges N = No distinction between business and residence Alphanumeric, 1 position; display-only. |
PO box (Post office box) |
A flag that identifies the customer's delivery address as a Post office box. Whenever you identify an address as a PO box, orders must ship by Parcel Post. Valid values are: Y = The address is a Post Office box. N or ' ' (default) = The address is not a Post Office box. Alphanumeric, 1 position; display-only. |
Phone numbers |
The customer's day, evening and third (fax or mobile) phone numbers. The Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mobile number. Alphanumeric, 14 positions; display-only. |
Ext (Extension) |
The extension of the customer's phone number. Numeric, 4 positions; display-only. |
Purpose: Press F6 at the Select Customer Sold To For Order Screen to enter a new order and add a new customer to the system at the same time. You can add a new customer at the Work with Order Screen (header format) or Work with Order/Detail Screen (header/detail format) using the fields below. Notice that the customer name and address fields are blank on the order entry screen so that you can enter a new order, enter customer information, and create a customer record on the system at the same time.
Attention Mail Y Rent Y Order sts: Name Company . M/F A/R BAL: Street . Apt Postal Code City St Country USA Delivery R (B,R) Day Ext FAX Ext E-mail OptIn O2 Class 18 |
If you had previously searched for a customer by scanning on postal code, company name, or customer name, this information defaults into the appropriate fields when you create a new customer. See Entering Orders Using Header Format, or Entering Orders Using Header/Detail Format for complete descriptions of each customer-related field.
Purpose: This window identifies a customer who should be given preferential treatment because of the dollar value of purchases made since the first order.
Pops up when? This window displays only for customers who have made purchases greater than the value in the $ Value field defined for the Customer LTD purchase dollars threshold in the Threshold file.
You can verify this threshold through the Work with Thresholds function (fast path = WTHR). The Customer LTD purchase dollars record is identified by the threshold code of LP.
This threshold option is delivered with the system; you may set this value at any dollar amount.
This window appears when:
1. You enter a customer number in the Customer field on the Select Customer Sold To For Order Screen, or
2. You enter a 1 next to a customer record on a Customer Scan screen, and
3. The total customer purchases are greater than the amount in the $ value field for the Customer LTD purchase dollars threshold.
Note: The Customer Note Pop-up Window might display after the Customer Order History window.
Customer Order History Window
Customer Order History Customer# . . . . . . . : 12572 $ Orders LTD . : 1057.92 F12 = Cancel |
Field |
Description |
Customer# (Sold-to customer number) |
A number assigned by the system to identify the customer who is placing the order. A record exists in the Customer Sold-to file under this number. Numeric, 9 positions; display-only, assigned by the system. |
$ orders LTD |
The cumulative dollar value of orders placed by this customer since the customer first placed an order on the system. This information accumulates in the Sold-to Customer History file. The system updates this value each time the customer places an order. Numeric, 13 positions with a 2-place decimal; display-only, updated by the system. |
Completing this screen: You have selected the customer for order entry through the customer number, a customer scan, or by pressing F6. Now you are ready to enter the order. One of these order entry screens appears, depending on the default format set by your System Administrator in the System Control file:
• Header
• Header/Detail
If using the Header screen, continue with Entering Orders Using Header Format. This format uses two screens for order entry. You enter customer and order information on the first screen and order items on the second screen.
If using the Header/Detail screen, continue with Entering Orders Using Header/Detail Format. This format uses one screen for order entry. You enter customer, order, and item information on a single screen.
Note: Depending on the settings in the System Control file, you might advance to the Select Individuals for an Order Screen after you select a customer. (If you create a new customer, you would advance to this screen after completing order header information.)
Operator Statistics Inquiry Screen (DOPR)
Purpose: Use this screen to review statistics for the orders that you or another operator entered or rejected.
Note: This information is collected only if the Log use field in the user profile is set to Y and the Capture Operator Statistics (D61) field in the System Control file is set to Y.
How to display this screen: Press F20 from the Select Customer Sold To For Order Screen or the Customer Selection Screen in order entry. From outside order entry, enter DOPR in the Fast path field at the top of any menu screen or select the Display Operator Statistics option from the menu.
Daily totals only appear if you select this screen from outside order entry. The Current Totals column does not appear on the screen, since you have no current order entry session.
OER0793 ENTER Operator Statistics Inquiry 3/09/98 11:14:17 The Mail Order Company
User ID: KLETENDRE Date: 30998 Karen Letendre
CURRENT DAILY TOTALS TOTALS ------- ------ Session Length: 23 1:50:56
No. of Orders Accepted: 9 1 No. of Orders Rejected: 5 3
Total No. of Items Ordered: 7 4
Average Order Amount: 138.00 56.00 Average No. of Items/Order: 4 2 Average No. of Lines/Order: 2 2
F3=Exit F12=Cancel |
Field descriptions: The current totals for each indicator represent totals for the operator's current order entry session, if any. The daily totals represent cumulative totals for the operator for the entire day, across sessions and companies.
Other things to note:
• No current totals appear if this screen is displayed from outside order entry.
• These statistics are not adjusted for any Order Maintenance activity.
• Merchandise totals are not net of hidden tax if you process orders subject to VAT and tax-inclusive pricing.
Field |
Description |
User ID (User identification code) |
A code that identifies the user to the system. This code gives the user authority to menu options, secured features, and companies. This field defaults to your user ID. However, if you have *ALLOW authority to the Display Operator Statistics option in your user profile or user class profile, you may enter the ID of another operator to view his or her statistics. If you have only *DISPLAY authority, you may view only your own statistics. Alphanumeric, 10 positions; required. |
Date |
The date you want to view statistics for. This field defaults to the current date; however, you may enter an earlier date to view or compare a previous day's statistics. Numeric, 6 positions (MMDDYY format); required. |
Session length |
The length of time the operator has been in the current order entry session (since bringing up order entry) or the total amount of time the operator spent in order entry during the day. Numeric, 6 positions (HHMMSS format); display-only, updated by the system. |
No. of orders accepted |
The total number of orders accepted by this operator during the current session or for the entire day. The system increases the value in this field by 1 each time the operator uses F9 or F19 to accept an order. This means that an order being shipped to 3 different people will be logged as 3 different orders. Numeric, 7 positions; display-only, updated by the system. |
No. of orders rejected |
The total number of orders rejected by this operator during the current session or for the entire day. This system increases the value in this field by 1 each time the operator uses F11 to reject an order. Numeric, 7 positions; display-only, updated by the system. |
Total no. of items ordered |
The total number of units ordered. Example: If the operator entered an order for 10 units of item A and 6 units of item B, this field would contain 16. Numeric, 7 positions; display-only, updated by the system. |
Average order amount |
The average dollar amount of the orders accepted by this operator for the current session and for the current day. The calculation is: merchandise dollar amount / number of orders accepted
Numeric, 9 positions with a 2-place decimal; display-only, updated by the system. |
Average no. of items/order |
The average number of items on the orders entered and accepted by this operator for the current session and for the current day. This value represents the average number of units on an order. The calculation is: total number of items ordered / number of orders accepted
Numeric, 7 positions; display-only, updated by the system. |
Average no. of lines/order |
The average number of different items or SKUs on an order for the current session and the current day. The calculation is: number of lines / number of orders accepted
The number of lines value is taken from the active procedures record for the operator. Numeric, 7 positions; display-only, updated by the system. |
Select Individuals for an Order Screen
Purpose: You can use this screen to specify the individuals within an organization who place and originate (or approve) an order. Using individuals may be useful to you if you frequently sell to large organizations and deal with various individual staff members.
System control values: The Individuals Required in Order Entry (E01) and the Individual Position for Consumer Customers (G02) system control values control whether you advance to this screen automatically in order entry for required individual selection.
Scanning by individual rather than sold-to customer: You can perform an initial search on individual, rather than first selecting the sold-to customer and then the individual; press F18 at the Select Customer Sold To For Order Screen to advance to the Select Customer Individual Screen.
Customer Workflow Management window: The Customer Workflow Management Window automatically displays when you select an individual if open or in use ticklers exist for the individual. Press F10 at this window to advance to the Work with Ticklers Screen (sold to customer view) where you can review and work with ticklers associated with the individual and sold to customer.
If you don't advance automatically: You can still assign an individual to an order or work with individuals even if you do not advance to this screen automatically by pressing F8 at the Work with Order Ship to Properties Screen.
CSR0732 DISPLAY Select Individuals for an Order 2/08/02 14:55:34 EZK Mail Order Sold To: 395 ACME COMPANY 24 PRIME PARK WAY NATICK MA 01760 Key Placer & Originator: Placer Originator Originator Unknown N (Y,N)
Op Last Name First Name Ind Position Department Sts
Type options, press Enter. 2=Change 5=Display 6=Select Placer 7=Select Originator
BLAINE RICHARD 8 MANAGER OPERATIONS A BLOOM LEOPOLD 6 PUBLIC RELATION PUBLIC RELATIO A BLOOM MOLLY 7 SECRETARY FACILITIES MAN A BOVARY CHARLES 21 MANAGER OPERATIONS A BOVARY EMMA 4 MANAGER FACILITIES MAN A DOOLITTLE HERMAN 20 BUYER A LEGREE SIMON 18 BUYER A MAGOO MARK 5 MANAGER SALES AND MARK A +
F3=Exit F6=Create F7=Sort by Ind Number F12=Cancel |
Field |
Description |
Sold to |
This number identifies the customer who is purchasing merchandise from you. Numeric, 9 positions; display-only, assigned by the system. |
Sold-to company (Unlabeled field to the right of the sold-to number) |
The name of the sold-to company. Alphanumeric, 30 positions; display-only. |
Sold-to address (Unlabeled fields below the sold-to company name) |
Additional address fields, consisting of: Street The sold-to customer’s street address. If necessary, the address is truncated to 28 positions from 32. Alphanumeric, 28 positions; display-only. City The sold-to customer’s city. Alphanumeric, 25 positions; display-only. State The code representing the sold-to customer’s state. Alphanumeric, 2 positions; display-only. Postal code The sold-to customer’s postal or zip code. Alphanumeric, 10 positions; display-only. |
Placer |
The number representing the individual within the organization who is placing the order. If you advanced to this screen through the Select Customer Individual Screen, the individual you selected defaults as the placer, but you can override it. Note: The system does not allow you to enter an order for a placer whose Status is Inactive. Numeric, 3 positions; required. |
Originator |
The number representing the individual within the organization who originated or approved the order. If you specify an originator, you must not change the Originator unknown field to Y; if you do not specify an originator, the Originator unknown field must be set to N. Note: The system does not allow you to enter an order for an originator whose Status is Inactive. Numeric, 3 positions; optional. |
This value indicates whether the order originator is unknown. Valid values are: Y = The originator is unknown (the Originator field is blank). N (default) = The originator is known (you have selected an originator). Alphanumeric, 1 position; required. |
|
Last name |
The individual's last name. Only the first 30 characters of the last name field (35 positions) display on this screen. Alphanumeric, 30 positions; optional. |
First name |
The individual's first name. Alphanumeric, 30 positions; optional. |
Ind (Individual) |
An individual customer within the organization. Each individual can be either an order placer or an originator, or both. Numeric, 3 positions; optional. |
Position |
The individual's position within the organization or department. Positions are defined in and validated against the Position file; see Customer Service Working with Individual Positions (WPOS). Only the first 15 characters of the position field (30 positions) appear on this screen. Alphanumeric, 15 positions; display-only. |
Department |
The department of the organization where the individual works. Not all positions require or permit a department. Departments are defined in and validated against the Department file; see Customer Service Working with Individual Departments (WDPM). Only the first 14 characters of the department field (30 positions) appear on this screen. Alphanumeric, 14 positions; display-only. |
Sts (Status) |
A code representing the status of the individual. Valid values are: A = Active I = Inactive Alphanumeric, 1 position; display-only. |
Instructions: You can select a placer and, optionally, an originator for the order in two ways.
Direct entry:
1. Complete the Placer and, optionally, the Originator fields at the top of the screen by entering an individual number in each. If you do not wish to specify an originator for the order, tab to the Originator unknown field and enter Y.
2. Press Enter. The system validates your entries and highlights any fields you need to correct. Correct any fields and press Enter again.
Selection from display:
1. Using Tab to advance from field to field, enter 6 next to the individual who is placing the order.
2. Optionally, enter 6 next to the individual who originated the order; otherwise, enter Y in the Originator unknown field.
3. Press Enter. The system validates your entries and highlights any fields you need to correct. Correct any fields and press Enter again.
If you advanced to this screen after selecting an existing sold-to customer, you will advance to the Work with Order Screen or Work with Order/Detail Screen(depending on your default version of order entry) when you have completed the screen. If you advanced to this screen after creating a new customer, you will advance to the Work with Order Lines Screen (Adding Items to the Order) or Work with Order/Detail Screen. If you advanced to this screen automatically, you will not be able to complete order entry without first completing this screen.
Note: The placer name does not appear on the header/detail screen in order entry; however, you can review individual information for the order by pressing F21 to advance to the Work with Order Ship to Properties Screen.
Customer note pop-up: The Customer Note Pop-up Window may display after you select individuals.
Screen Option |
Procedure |
Change an individual customer |
Enter 2 next to an individual customer to change the record. See Creating and Updating Individuals. |
Display an individual customer |
Enter 5 next to an individual customer to display the record. See Creating and Updating Individuals. |
Select an order placer |
Enter 6 next to an individual customer to select this individual as the order placer. |
Select an order originator |
Enter 7 next to an individual customer to select this individual as the order originator. |
Create a new individual customer |
Press F6. See Creating and Updating Individuals. |
Display individuals in numeric order by individual number |
Press F7 to advance to the Select Individuals for an Order Screen (Individual Number Sequence). You can press F7 to return to the original screen display. |
Note: You can also change, delete, or display individuals, or reselect the placer and originator on the order, through the Work with Order Ship to Properties Screen.
A pop-up window may display when you select a customer for order entry:
Display O/E Cust Notes
Customer # . . . : 524 DODGESON, GEORGE
CUSTOMER IS POSSIBLE FRAUD: DO NOT UPSELL
Press Enter to exit |
About this window: This window displays because of information that was entered in a customer note for the sold-to customer you have selected. Specifically, you have entered a customer note that was flagged to display automatically when you select the customer for order entry or order maintenance. (Note: This window does not display when you select a sold-to customer as a shipping recipient on an order by pressing F2 or F19 in order entry.)
Window contents:
• customer number
• customer name or company name
• customer note text
Advancing from this window: Press Enter, F3, or F12 to advance from this window to the order entry screen for this customer.
For more information: See Customer Service Working with Customer Note Types (WNTY) for more information on setting up a customer note type that will display automatically when you select a customer for order entry or maintenance.
Select Individuals for an Order Screen (Individual Number Sequence)
How to display this screen: Press F7 at the Select Individuals for an Order Screen to display individuals in numeric sequence by individual number.
CSR0757 DISPLAY Select Individuals for an Order 3/12/02 15:01:06 EZK Mail Order Sold To: 395 ACME COMPANY 24 PRIME PARK WAY NATICK MA 01760 Key Placer & Originator: Placer Originator Originator Unknown N (Y,N)
Op Ind Last Name First Name Position Department Sts
Type options, press Enter. 2=Change 5=Display 6=Select Placer 7=Select Originator
1 SOSE KEYSER RECEPTIONIST SALES AND MARK A 3 TOMASSEY ROLLO BUYER A 4 BOVARY EMMA MANAGER FACILITIES MAN A 5 MAGOO MARK MANAGER SALES AND MARK A 6 BLOOM LEOPOLD PUBLIC RELATION PUBLIC RELATIO A 7 BLOOM MOLLY SECRETARY FACILITIES MAN A 8 BLAINE RICHARD MANAGER OPERATIONS A 18 LEGREE SIMON BUYER A +
F3=Exit F6=Create F7=Sort by Last Name F12=Cancel |
See Select Individuals for an Order Screen for field descriptions and options.
Start Call Monitoring Window (OECP)
Purpose: Use this window to start CTI call monitoring for your current session. You must be in a monitored session to receive calls through CTI. See Customer Selection Screen for the main screen that you use during a CTI monitored session, and see Computer Telephony Integration Overview for more information.
Note: You can also start call monitoring for a user through Working with Computer Telephony Users (WCTU).
How to display this window: Enter OECP in the Fast path field at the top of any menu, or select Start CTI Monitored O/E Session from a menu.
Start Call Monitoring
User . . . . . . . . : EKAPLAN
Telephone extension . . 9487 Workstation . . . . . : QPADEV001K
Press Enter to continue
F12=Cancel |
Field |
Description |
User |
Your user ID, as set up through Working with User Records (WUSR). Alphanumeric, 10 positions; display-only. |
Telephone extension |
The telephone extension where CTI calls should be directed. The CTI telephone extension specified through Working with User Records defaults, but you can override it. Alphanumeric, 4 positions; required. |
Workstation |
The workstation ID for your current session. Alphanumeric, 10 positions; display-only. |
Completing this window: Optionally, enter a different telephone extension to override the default. Press Enter to start call monitoring for your current session.
The system displays a message that order entry is starting. Although you do not automatically advance to an order entry screen until you receive an inbound call, the system opens the necessary files at this time so your session will be ready. You are now eligible to receive inbound CTI calls.
Troubleshooting: If you cannot start call monitoring:
Sample Error Message |
Possible Reason |
Correction |
User (EKAPLAN) is not eligible for Inbound call monitor. |
The CTI user type field in the User file does not indicate that you can receive inbound calls. |
Check the settings at the Change User Record Screen. |
User (EKAPLAN) is not CTI enabled. |
The CTI User field in the User file does not flag you as a CTI user. |
Check the settings at the Change User Record Screen. |
User (EKAPLAN) is already monitored (QPADEV001S). |
You already have an active session that is monitored. |
You can only have one monitored session at a time. |
Call Monitoring not available. Try again later ... |
The TCP/IP server or the CTI async job are not active. |
Check the status of the TCP/IP server and the CTI async job in Working with Computer Telephony Interface (WCTI). Both the TCP/IP server and the async job must be active. |
Extension (555) is already monitored ... |
The extension you specified is already in use by another user in a monitored session. |
Specify the correct extension for your monitored session. |
Ending call monitoring: You can end call monitoring by:
• using the Confirm Call Monitoring Termination Window (NDCP)
• exiting CWDirect. The system displays a message such as: The call monitor for EKAPLAN has been terminated.
• typing 7 next to a user at the Work with CTI Users Screen
• ending the CTI async job at the Work with CTI Controls Screen
Scan Customer by CTI Phone Number Screen
Purpose: Use this screen to select the correct customer for an incoming CTI call. See Computer Telephony Integration Overview for more background.
How to display this screen: You advance to this screen automatically when:
• you are in a CTI monitored session
• you receive a call from a customer
• there is more than one customer with the originating phone number
OER1019 DISPLAY Scan Customer by CTI Phone Number 1/31/05 14:43:15 KAB HOME GOODS
Opt Customer# D/E Telephone# Ext Cmp Name
Type options, press Enter. 1=Select 5=Display
36 D 413 782-7520 0 555 LETENDRE, RICHARD J 12538 D 413 782-7520 0 555 LETENDRE, LINDA J
F3=Exit F12=Cancel |
Field |
Description |
CTI session (unlabeled field) |
This field indicates whether your current session is being monitored for CTI call handling. • If you are in a monitored CTI session, a background job is currently running to monitor call activity for your session. For monitored CTI sessions, the first 23 positions of the Company phone number description displays at the top of this screen, allowing you to identify the DNIS number the customer called and indicating which call center script the customer service rep should use when answering the call. • If you are in an unmonitored CTI session, CTI call handling is not currently active. For unmonitored CTI sessions, the word UNMONITORED displays at the top of the screen. See Determining the DNIS Number on Monitored Calls for more information. Alphanumeric, 23 positions; display-only. |
Customer # |
A number assigned by the system to identify a customer sold to. Numeric, 9 positions; display-only. |
D/E (Day/Evening) |
Indicates whether the number is the customer’s daytime or evening number. Valid values are: • D = daytime • E = evening Alphanumeric, 1 position; display-only. |
Telephone |
The customer’s telephone number. The system uses the CTI Telephone Scan file to search for a matching telephone number when you receive a call through CTI. Alphanumeric, 14 positions; display-only. |
Ext (Extension) |
The extension, if any, for the customer’s telephone number. If there is no extension, a zero (0) displays. This field is not currently implemented. Numeric, 4 positions; optional. |
Cmp (Company) |
The company associated with the customer. Defined in and validated against the Company file; see Installation Setting Up Companies (WCMP). Customers from other companies: This screen can display customers in more than one company only if each company shares the same DNIS number, derived from the last four positions of the phone number specified at the Create Company Phone Number Screen. Typically, you would not use the same DNIS number for more than one company. See Computer Telephony Integration Overview for more background. Numeric, 3 positions; display-only. |
Name |
The name of the customer, customer company, or individual customer. Alphanumeric, 41 positions; display-only. |
Option |
Procedure |
Select a customer |
Enter 1 next to a customer to return to the Customer Selection Screen with that customer’s information loaded on the screen. Changing companies: If you select a customer who is in a company other than your current company, you switch to the different company when you return to the Customer Selection screen. The system displays a message: Company has been changed. F2=Change defaults should be considered. The message indicates that it might be necessary to return to the Request Order Batch screen to review the order entry defaults for this company and reset them if necessary. |
Display a customer |
Enter 5 next to a customer to advance to the Display Customer Sold To screen, where the additional information can help you determine if this is the correct customer. See the First Create Sold To Customer Screen for field descriptions. |
Purpose: Use this screen to review a customer's address information and order history before entering or maintaining an order, or to advance to:
• order inquiry
• customer maintenance
• reviewing item availability
• catalog requests
• customer notes
• reviewing or selecting daily promotions
• operator statistics inquiry
• call log entry or inquiry
If you are in a monitored CTI session: When you receive an inbound call through CTI, the Customer Selection screen “pops” with the customer’s information displayed. However,
• if there is more than one customer with the same originating phone number, the Scan Customer by CTI Phone Number Screen pops
• if the originating phone number is not found, there is no screen pop.
See Computer Telephony Integration Overview for more background on how the system determines how to identify an inbound CTI call.
Actual CTI interface not necessary: It is not necessary to use actual computer telephone integration (CTI) to use this screen. You can simply use the screen as an alternative to the Select Customer Sold To For Order Screen. However, you must first contact your MICROS representative for more information on setting up this screen (or the complete CTI interface) for your company.
Customer Workflow Management window: The Customer Workflow Management Window automatically opens when you select a customer if open or in use ticklers exist for the sold to customer. Press F10 at this window to advance to the Work with Ticklers Screen (sold to customer view) where you can review and work with ticklers associated with the sold to customer.
How to display this screen: This screen displays automatically when you complete the Request Order Batch screen if:
• the Use Computer Telephony Integration (F26) system control value is set to Y for any company on your system
• the CTI User field in Work with Users is set to Y
the CTI default screen field in Work with Users is set to 1the Default Item Availability Screen in Order Entry (J60) system control value is set to NIf the Default Item Availability Screen in Order Entry (J60) system control value is set to Y and you are a CTI user screen as described above, you advance to this screen when you press F12 at the Display Item Availability Screen (Reviewing Item Availability).
Additionally, this screen “pops” when you receive an incoming call through the CTI interface, as controlled by the Use Computer Telephony Integration (F26) system control value.
CTR0109 DISPLAY Customer Selection 11/26/02 15:27:33 KAB HOME GOODS EZK Mail Order
Sold To : 000000395 LTD $ : 5,032.00 SOSE, KEYSER Return %: 42.07 ACME COMPANY Item Cls: 123 SOFT TOYS 24 PRIME PARK WAY KIT KITCHEN GOODS NATICK, MA 01760 USA OFC OFFICE SUPPLIES Delivery code: R (B=Bus, R=Res) Phone numbers: Day: (508) 555-0987 Ext: 0987 Fax : (508) 555-6767 Ext: Email: ekaplan@commercialware.com OptIn: O2 Individual: CHARLES BOVARY ------------------------------------------------------------------------------ Opt Order# Sts Typ Rcp Date Order total Activity R/E Date Entity
Type options, press Enter. 2=Maintenance 5=Inquiry 7171 B 1 7/18/02 11.56 BO AVIAN 7119 M 1 7/16/02 11.44 BO AVIAN 6134 P 1 1/10/02 27.67 BO AVIAN +
F2=Change defaults F3=Exit F6=Create order F7=Order Maint F8=Cust Maint F9=Bal inquiry F10=Call options F12=Cancel F14=Item avail F23=More keys |
Customer and order information: The top half of the screen displays information about the customer. All fields are display-only. If you need to change customer information, press F8 to advance to the Change Cust Sold to Name & Address Screen.
The bottom half of the screen displays information about the customer's past orders. You can maintain or inquire on a specific order by entering 2 or 5, respectively, next to the selected order; or, you can advance to the order maintenance selection screen by pressing F7.
Field |
Description |
CTI session (unlabeled field) |
This field indicates whether your current session is being monitored for CTI call handling. • If you are in a monitored CTI session, a background job is currently running to monitor call activity for your session. For monitored CTI sessions, the first 23 positions of the Company phone number description displays at the top of this screen, allowing you to identify the DNIS number the customer called and indicating which call center script the customer service rep should use when answering the call. • If you are in an unmonitored CTI session, CTI call handling is not currently active. For unmonitored CTI sessions, the word UNMONITORED displays at the top of the screen. See Determining the DNIS Number on Monitored Calls for more information. Alphanumeric, 23 positions; display-only. |
Customer information: |
|
Customer |
The number to identify the sold-to customer who is calling. CTI Telephone Scan file: A customer number displays if the system has identified the customer because the call came from a number found in the CTI Telephone Scan file. This file is updated with each phone number entered for a customer, or a customer individual, when you change the customer record through customer maintenance, order entry, or any other function. If this field is blank: This field will be blank when you are using the actual CTI interface if the system did not find a match in the CTI Telephone Scan file. Also, this field will be blank when you are using this screen only, without the CTI interface. All the remaining fields on this screen will also be blank if there is not a valid customer number in this field. |
|
Prospect finder: You can enter a prospect number, rather than a customer sold-to number, in the Customer field if you want the system to search the Prospect file to retrieve address information associated with the number you entered. See Entering A Prospect Finder Number. To scan: You can enter the customer number or a prospect finder number in this field, or you can scan by pressing F4. The Select Customer Sold To pop-up window displays. See the description of the Select Customer Sold To For Order Screen for complete field descriptions and instructions. Numeric, 9 positions; required. |
LTD $ |
The total merchandise value of the orders placed by the customer, including any backordered or soldout items and the purchase of any gift certificates. This total does not reflect returns created through order entry. Updates: If the Update Demand for Order Maintenance Transactions (C72) system control value is set to Y, this field updates when you add a detail line(s) to an order in Order Maintenance. When you enter an exchange, the price of the exchange (replacement) item is added. If the Update Demand for Order Maintenance Transactions (C72) system control value is N or is blank, this field does not update when you add a detail line(s) to an order in Order Maintenance, including an exchange item. Cancellations: This total reduces when you cancel an order only if you enter a cancel reason set to update demand; otherwise, the orders amount remains the same and the Cancels amount increases. Numeric, 11 positions with a 2-place decimal; display-only. |
Name |
The customer's name, consisting of: Prefix A title (such as “Mrs.” or “Dr.”) that precedes the customer's name. Alphanumeric, 3 positions; display-only. First Name The Sold-to customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only. Last Name The customer's last name. Alphanumeric, 25 positions; display-only. Suffix An addition to the customer's full name (such as “M.D.,” “Fr.,” or “III”). Alphanumeric, 3 positions, display-only. |
Return % |
The total percentage of items returned by this customer, calculated as: ((Return $ amount + Exchange $ amount) / Sales $ amount) * 100 Example: If the total value of returned and exchanged items is $100, and the customer’s total sales to date is $500, the return percentage is $20, or ($100 / $500) * 100. See the Display Customer Order History Screen for information on how the Sales amount and the Returns amount are calculated. Numeric, 3 positions with a 2-place decimal; display-only. |
Company |
The name of the company associated with the customer. Alphanumeric, 30 positions; display-only. |
Item class |
The three item classes from which the customer has ordered the greatest dollar value, in descending order; the three item classes on the Display Customer Item Class Screen with the highest LTD totals. The item class description is truncated to 15 positions. Item class code: alphanumeric, 3 positions; display-only. Item class description: alphanumeric, 15 positions; display-only. |
Street |
The customer's street address. This is the primary delivery address. Alphanumeric, 32 positions; display-only. |
Apt./suite |
The apartment number or suite number associated with the customer's delivery address. Alphanumeric, 10 positions; display-only. |
Postal code |
The postal or zip code for this customer. Alphanumeric, 10 positions; display-only. |
City |
The city where the customer lives or receives mail or shipments. Alphanumeric, 25 positions; display-only. |
St (State) |
The state or province where the customer lives or receives mail or shipments. Alphanumeric, 2 positions; display-only. |
Country |
The code for the customer's country. Alphanumeric, 3 positions; display-only. |
Delivery code |
This value identifies a business (commercial) or residential address. This value is used to calculate shipping charges for shippers that use rate tables (such as UPS). Valid values are: B = Business rate table determines shipping charges. R = Residential rate table determines shipping charges. N = No distinction between business and residence. Note: Only B and R are valid values for UPS. The system defines the shipper on an order as UPS if the Type field for the Ship Via is set to U; see Fulfillment Working with Ship Via Codes (WVIA). Alphanumeric, 1 position; display-only. |
Phone |
The phone numbers and extensions for the sold-to customer. The fields here are based on the following system control values: • The Phone Numbers (D15) system control value determines whether the third phone number (fax or mobile) or the evening phone number is listed after the daytime phone number. • If the Phone Numbers (D15) system control value is set to DAY/FAX, the Third Phone Number Type (L53) system control value determines whether the third phone number is labeled the Fax or Mobile number. See the Phone Numbers (D15) and Third Phone Number Type (L53) system control values for more information. Phone number: alphanumeric, 14 positions each field; display-only. Extension: alphanumeric, 4 positions; display-only. |
The customer's primary email address. This address, like any other email addresses for the customer, is stored in the Customer Sold To Email file; in addition, the primary email address is also stored in the Customer Sold To file. The primary email address defaults in order entry unless there is an individual placer on the order. For more information: See Working with Customer Email Addresses for an overview. Alphanumeric, 30 positions; display-only. |
|
OptIn |
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 spool file for other correspondence. O3 (No email): Do not use email for any correspondence; generate a spool file 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). Email notifications: See When Does the System Generate an Email Notification? for an overview. Alphanumeric, 2 positions; display-only. |
Individual |
The first and last name of an individual associated with the sold-to customer. This information displays only if you selected an individual at the Select Customer Individual Screen. First name: alphanumeric, 15 positions; display-only. Last name: alphanumeric, 25 positions; display-only. |
Order information: |
|
Order# |
A number representing an order the customer has placed with your company. Numeric, 8 positions; optional. |
Sts (Order status) |
The current status of the order. Valid values are: blank = Open C = Canceled H = Held S = Suspended X = Closed Enter a status code to display orders that match your entry. You cannot scan on an order status of A (archived to optical disk). Alphanumeric, 1 position; optional. |
Typ (Type) |
A code representing the type of order. Order type codes identify how you received the order, such as by phone, mail or fax, and control attributes such as screen formats, general ledger postings, and messaging. Alphanumeric, 1 position; display-only. |
Rcp (Number of recipients) |
The number of recipients on the order. Numeric, 3 positions; display-only. |
Date |
The date you entered the order. Numeric, 6 positions (MMDDYY format): optional. |
Order total |
The total dollar value of the order, including merchandise, tax, freight, and all other charges. Numeric, 11 positions with a 2-place decimal; display-only. |
Activity |
These fields indicate whether any item on the order has been returned or exchanged, and whether the order includes any backordered items. The return indicator (RT) displays in column 1, the exchange indicator (EX) in column 2, and the backorder indicator (BO) in column 3. Alphanumeric, three 2-position fields; display-only. |
R/E date |
The date of the most recent return or exchange. If an order has both a return and an exchange, the return date displays. Numeric, 6 positions (MM/DD/YY format); display-only. |
Entity |
The description of the entity associated with the source code on the order header. An entity is associated with a source code through the division defined for the source. The entity field displays only if the Display Entity Description (F84) system control value is set to Y. Alphanumeric, 5 positions; display-only. |
Screen Option |
Procedure |
Enter a new order |
Press F6. See Entering Orders Using Header Format, or Entering Orders Using Header/Detail Format. Note: If the customer is a ghost customer, identified by the Ghost flag, the system displays the Ghost Customer Number Warning Window. |
Select an order for maintenance |
Enter 2 next to an order to advance to the Work with Order screen for order maintenance. See Customer Service Performing Order Maintenance. Require Order Maintenance Reason: If the Require Reason in CTI (G98) system control value is set to Y and you do not have authority to the Bypass CTI Reason Code Entry (B23) secured feature, the system advances you to the Order Inquiry Reason Codes Window when you return to the Customer Selection screen after maintaining an order. |
Select an order for inquiry |
Enter 5 next to an order to advance to order inquiry for that order. See Customer Service Using the Order Inquiry Scan Screens (OIOM). Require Order Inquiry Reason: If the Require Reason in CTI (G98) system control value is set to Y and you do not have authority to the Bypass CTI Reason Code Entry (B23) secured feature, the system advances you to the Order Inquiry Reason Codes Window when you return to the Customer Selection screen after reviewing an order. |
Change the order entry defaults |
Press F2 to display the Change Defaults Window. |
Select an order for maintenance using additional scan options |
Press F7 to advance to the order maintenance selection screen. See Customer Service Selecting an Order for Maintenance. |
Change the customer's name or address |
Press F8 to advance to the Change Cust Sold to Name & Address Screen. |
Perform a stored value card balance inquiry |
Press F9 to advance to the Stored Value Card Balance Inquiry Screen (MSVB). Note: The system returns you to the Customer Selection screen after you complete the balance inquiry. |
Display the Call Options pop-up window |
Press F10 to advance to the Call Options Window in order to disconnect a call or create a call log entry. |
Review item availability, preselect items to add to an order, or enter lost sales |
Press F14 to advance to the Display Item Availability Screen (Reviewing Item Availability). |
Request a catalog |
Press F15 to advance to the Create Catalog Request screen. See Customer Service Entering Catalog Requests (WCAT). |
Review or work with customer notes |
Press F16 to advance to the Edit Customer Notes Screen. |
Display the daily promotion |
Press F17 to advance to the Upsell Promotion For Window. |
Scan for an individual customer |
Press F18 to advance to the Select Customer Individual Screen. |
Work with ticklers associated with the sold to customer |
Press F19 to advance to the Work with Ticklers Screen (sold to customer view). |
Review operator statistics |
Press F20 to advance to the Operator Statistics Inquiry Screen (DOPR). |
Work with customer call log entries |
Press F21 to advance to the Work with Customer Call Log Screen (WCLL). |
Purpose: Use this window to disconnect a CTI call or advance to the Log Telephone Call Screen (Entering or Changing a Call).
Note: Transferring a call and creating a conference call are not currently implemented.
How to display this window: Press F10 at the Customer Selection Screen.
Call Options KAB HOME GOODS
Customer . . 727 CLOCK WORKS
Transfer/Conference Extension . . Monitored Workstation . . . .
F3=Exit F7=Xfer F8=Conf F11=Disconnect F21=Create Call Log |
Field |
Description |
CTI session (unlabeled field) |
This field indicates whether your current session is being monitored for CTI call handling. • If you are in a monitored CTI session, a background job is currently running to monitor call activity for your session. For monitored CTI sessions, the first 23 positions of the Company phone number description displays at the top of this screen, allowing you to identify the DNIS number the customer called and indicating which call center script the customer service rep should use when answering the call. • If you are in an unmonitored CTI session, CTI call handling is not currently active. For unmonitored CTI sessions, the word UNMONITORED displays at the top of the screen. See Determining the DNIS Number on Monitored Calls for more information. Alphanumeric, 23 positions; display-only. |
Customer |
The number and name, or company name, of the currently selected customer. Customer number: numeric, 9 positions; display-only. Customer name: alphanumeric, 41 positions; display-only. |
Transfer/conference extension |
The extension to which you would like to transfer the CTI call, or with which you would like to create a conference call. Note: Transferring a call or creating a conference call are not currently implemented. Alphanumeric, 4 positions; required to transfer or conference. |
Monitored workstation |
This field is not currently implemented. |
Option |
Procedure |
Transfer a call |
This option is not currently implemented. |
Create conference call |
This option is not currently implemented. |
Disconnect a call |
Press F11. The call is ended, and you advance to the Log Telephone Call Screen (Entering or Changing a Call). |
Create a call log entry |
Press F21 to advance to the Log Telephone Call Screen (Entering or Changing a Call). |
Work with Customer Call Log Screen (WCLL)
Purpose: Use this screen to review the call log entries that have been made for a customer or to make a new entry.
System control value: The Update CTI Customer Call Log (F27) system control value controls whether the system creates call log entries automatically for all CTI call activity; if so, a call log entry is created each time you receive an inbound call and then perform any action with the call connected except for immediately exiting the Customer Selection Screen. You can also enter calls as needed.
Purging call log entries: You can use the Purge CTI Customer Call Log Screen to purge all call log entries earlier than a specific date.
How to display this screen:
• Press F21 at the Customer Selection Screen or the Call Options Window
• Enter WCLL in the Fast path field at the top of any menu, or select Work with CTI Customer Call Log from a menu
CTR0103 DISPLAY Work with Customer Call Log 10/02/98 16:06:48 EZK Mail Order Customer . . 317 Name . . . . MS. GLORIA MUNDI Company . . COMMERCIALWARE Street . . . 10 SPEEN STREET Apt/Suite Address . . Postal code 01701 City FRAMINGHAM St MA Country USA ------------------------------------------------------------------------------ Opt Date Time In/Out Operator Act Individual
Type options, press Enter. 2=Change 4=Delete 5=Display 7=Outbound call 10/01/98 16:19:39 Inbound EKAPLAN
9/30/98 14:49:10 Inbound EKAPLAN
9/24/98 12:41:06 Inbound EKAPLAN
9/24/98 12:37:54 Inbound EKAPLAN +
F3=Exit F6=Create F7=Customer Inquiry F12=Cancel |
Field |
Description |
Customer |
A number to identify the customer whose call log you are working with. If you advanced to this screen from the Customer Selection Screen and you were already reviewing information for a customer, this customer number and call log information defaults. To scan: You can enter the customer number in this field, or you can scan by pressing F4. The Select Customer Sold To pop-up window displays. See the description of the Select Customer Sold To For Order Screen for complete field descriptions and instructions. Numeric, 9 positions; required. |
Name |
The customer's name, consisting of: Prefix A title (such as “Mrs.” or “Dr.”) that precedes the customer's name. Alphanumeric, 3 positions; display-only. First Name The Sold-to customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only. Last Name The customer's last name. Alphanumeric, 25 positions; display-only. Suffix An addition to the customer's full name (such as “M.D.,” “Fr.,” or “III”). Alphanumeric, 3 positions, display-only. |
Company |
The name of the company associated with the customer placing. Alphanumeric, 30 positions; display-only. |
Street |
The customer's street address. This is the primary delivery address. Alphanumeric, 32 positions; display-only. |
Apt./suite |
The apartment number or suite number associated with the customer's delivery address. Alphanumeric, 10 positions; display-only. |
Postal code |
The postal or zip code for this customer. Alphanumeric, 10 positions; display-only. |
City |
The city where the customer lives or receives mail or shipments. Alphanumeric, 25 positions; display-only. |
St (State) |
The state or province where the customer lives or receives mail or shipments. Alphanumeric, 2 positions; display-only. |
Country |
The code for the customer's country. Country codes are defined in and validated against the Country file. Alphanumeric, 3 positions; display-only. |
Date |
The date when the customer call log entry was made. Numeric, 6 positions (MMDDYY format); optional. |
Time |
The time when the call log entry was made. Numeric, 6 positions (HH:MM:SS format); display-only. |
In/out |
This field indicates whether the call was inbound or outbound. Valid values are: Inbound = the customer called you Outbound = you called the customer The system updates this information for call log entries it creates; however, outbound calling through CTI is not currently implemented. Alphanumeric, 8 positions; display-only. |
Operator |
The operator who took or placed the call, or who created the entry. Alphanumeric, 10 positions; display-only. |
Act (Activity) |
A code representing the activity that triggered the call log entry. Valid values are: 1 = call connected 2 = call busy 3 = call no answer 4 = other blank = this is a system-created call log entry. The system creates call log entries automatically if the Update CTI Customer Call Log (F27) system control value is set to Y. Numeric, 1 position; display-only. |
Individual |
The name of the individual customer on the call. An individual customer is associated with a sold-to customer. You might use individual customers to track the individuals within an organization who place orders. The name of the individual customer displays here only if you are using the actual CTI interface and the individual's phone number was found in the CTI Telephone Scan file. Alphanumeric, 31 positions; display-only. |
Comment (Unlabeled field below the other call log entry information) |
The first line of up to three lines of comments or description entered. Alphanumeric, 70 positions; display-only. |
Screen Option |
Procedure |
Enter a new call log entry |
Press F6 to advance to the Log Telephone Call Screen (Entering or Changing a Call). |
Change a call log entry |
Enter 2 next to a log entry to advance to the Log Telephone Call Screen (Entering or Changing a Call). |
Delete a call log entry |
Enter 4 next to a log entry to delete it. The Delete Customer Call Log Records (A78) secured feature controls the ability to delete call log records. |
Display a call log entry |
Enter 5 next to a log entry to advance to the Work with Customer Call Log Screen (WCLL). See Log Telephone Call Screen (Entering or Changing a Call) for field descriptions. |
Place an outbound call |
This option is not currently implemented. |
Display additional customer information |
Press F7 to advance to the first Display Customer screen. See Customer Service Creating and Updating Sold-to Customers (WCST). |
Log Telephone Call Screen (Entering or Changing a Call)
Purpose: Use this screen to enter or change a CTI call log entry.
How to display this screen:
• Press F6 at the Work with Customer Call Log Screen (WCLL)
Note: You must first specify a customer number.
• Press F11 at the Call Options Window
• Press F21 at the Call Options Window
CTR0105 ENTER Log Telephone Call 10/02/98 17:02:51 EZK Mail Order
Customer . 317 COMMERCIALWARE Name . . . MS. GLORIA MUNDI
Telephone 5085556666 Call Type I I=Inbound O=Outbound Date/Time 10/02/98 17:02:51 Operator . EKAPLAN
Activity
Comments:
F3=Exit F12=Cancel |
Field |
Description |
Customer |
The number identifying the sold-to customer involved in the call. Numeric, 9 positions; display-only. |
Company |
The name of the company associated with the customer. Alphanumeric, 30 positions; display-only. |
Name |
The customer's name, consisting of: Prefix A title (such as “Mrs.” or “Dr.”) that precedes the customer's name. Alphanumeric, 3 positions; display-only. First Name The Sold-to customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only. Last Name The customer's last name. Alphanumeric, 25 positions; display-only. Suffix An addition to the customer's full name (such as “M.D.,” “Fr.,” or “III”). Alphanumeric, 3 positions, display-only. |
Telephone |
The telephone number involved in the call. Numeric, 10 positions; optional. |
Call type |
This field indicates whether the call was inbound or outbound. Valid values are: I = Inbound: the customer called you O = Outbound: you called the customer The system updates this information for call log entries it creates automatically if the Update CTI Customer Call Log (F27) system control value is set to Y. Outbound calls through CTI are not currently implemented. Alphanumeric, 8 positions; required. |
Date |
The date when the customer call log entry was made. Numeric, 6 positions (MMDDYY format); display-only. |
Time |
The time when the call log entry was made. Numeric, 6 positions (HH:MM:SS format); display-only. |
Operator |
The operator who took or placed the call, or who created the entry. Alphanumeric, 10 positions; display-only. |
Activity |
A code representing the activity that triggered the call log entry. Valid values are: 1 = call connected 2 = call busy 3 = call no answer 4 = other *Blank = this is a system-created call log entry. The system creates call log entries automatically if the Update CTI Customer Call Log (F27) system control value is set to Y. This is not a valid value when you create or update a call log entry manually. Numeric, 1 position; required. |
Comments |
Three lines for you to enter a comment on or description of the call. Alphanumeric, 70 positions each; optional. |
Confirm Call Monitoring Termination Window (NDCP)
Purpose: Use this window to end CTI call monitoring for your current session. See Computer Telephony Integration Overview for more background on CTI.
Note: You can also end call monitoring:
• for a user: through Working with Computer Telephony Users (WCTU)
• for yourself: by exiting CWDirect
• for all users: by ending the CTI async job through Working with Computer Telephony Interface (WCTI)
How to display this window: Enter NDCP in the Fast path field at the top of any menu, or select End CTI Monitored O/E Session from a menu.
Confirm Call Monitor Termination
User . . . . . . . . . EKAPLAN Workstation . . . . . . QPADEV001B
Press ENTER to confirm termination of call monitoring.
F12=Exit |
Completing this window: Press Enter to end your current call. See Start Call Monitoring Window (OECP) for field descriptions and additional information on starting and ending call monitoring.
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OE01_03 CWDirect 18.0.x 2018 OTN