Working with Alternate Customer Number Cross-References

Purpose: Alternate customer number cross-references allow you to identify a customer record in CWSerenade with the same customer’s record in a different system, such as CWStore.

How are alternate customer number cross-references created? The system creates an alternate customer number cross-reference when you:

• add or change the Alt cust (Alternate customer number) in customer maintenance. If the customer already had an alternate customer number, the previous number is retained in the Alternate Customer Number Cross Reference table.

• create or update a customer through an integration with a remote system, such as through the Generic Order Interface (Order API) or Generic Customer API, if an alternate customer number is specified

• enroll a customer in the Rewards customer membership program; in this situation, the system updates the sold to customer’s primary alternate customer number with the Rewards customer card number. See Rewards Customer Membership Program for an overview.

• create a customer by any means, if the Assign Alternate Customer # (I88) system control value is selected

• add an alternate customer number cross-reference through the Create Alternate Customer # Screen

How many alternate customer number cross-references does a customer normally have? The system automatically creates an alternate customer number cross-reference each time you or the system create or change the Alternate customer number; however, the system does not automatically delete alternate customer number cross-references when you change the Alternate customer number.

Scanning by alternate customer number cross-reference: The Display Alternate Customer Cross Reference Window (I84) system control value determines how to use the Alternate Customer Number Cross Reference table for selecting customers at screens and through interfaces. See that system control value for a complete discussion of scanning by alternate customer number.

In this topic:

• Work with Alternate Customer # Screen

• Create Alternate Customer # Screen

Work with Alternate Customer # Screen

How to display this screen: Select Work with Alternate Customer # Cross Reference at the More Customer Sold To Options Screen.

Field	Description
Customer #	A unique number to identify the customer. Numeric, 9 positions; display-only.
Customer name (unlabeled field to the right of the customer number)	The name or company name of the customer. Alphanumeric, 41 positions; display-only.
Alternate customer #	An alternate customer number cross-reference to identify the customer. Alternate Customer Number Label Description The field label name 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 number. Alphanumeric, 15 positions; optional.

Option	Procedure
Create a new alternate customer number cross reference	Select Create to advance to the Create Alternate Customer # Screen.
Delete an alternate customer number cross reference	Select Delete for an alternate customer number cross reference to delete it. Note: You cannot delete an alternate customer number cross reference if it matches the Alt cust (Alternate customer number). If the Display Alternate Customer Cross Reference Window (I84) system control value is selected, you cannot delete the Alt cust (Alternate customer number).

Create Alternate Customer # Screen

Purpose: Use this screen to create a new alternate customer number cross-reference to identify the customer for searching and scanning purposes.

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

Completing this screen: Enter the cross-reference number to use when searching for a customer at scan screens or through interfaces. This is a 15-position, alphanumeric field.

Alternate customer number label: The field label name 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 number.

Note: Creating an alternate customer number cross-reference at this screen does not automatically create a matching Alt cust (Alternate customer number).