Enable Catalog Request at Customer Individual Level (H81)

Purpose: Use this screen to indicate whether catalog requests can be entered for specific individuals within an organization.

Yes/No field: Select this field to enable entry of catalog requests at the individual level.

About individuals: You can use the individual customer function to track the individuals within an organization who place or originate orders. See Creating and Updating Individuals for an overview.

Differences in catalog request entry: Enabling catalog request entry for individuals adds the following options to the Create Catalog Request Screen:

• additional fields: when you select Indiv, the system displays the following additional fields related to the individual:

• name: prefix, first name, middle initial, last name, and suffix

• department

• position

• phone numbers: day, evening, and third (fax or mobile), with extensions

• email address

• mail stop

• searching for an individual: when you select Select Indiv, you advance to the Select Customer Individual Screen, where you can select an individual and the related sold-to customer for a catalog request

Information on catalog request labels: Individual information is included on the catalog request label only if your unique printing program supports it. The Label 2-Up Printing Program (C83) and Label 3-Up Printing Program (C84) indicate the print programs to use.

Catalog request interface: You can process catalog requests that include individual information through the catalog request interface; this includes requests that come from your web storefront. See Working with the Catalog Request Interface (WCRU) for an overview.

Individual mail history: When you print a catalog request label for an individual, the system tracks this activity in the individual’s mail history rather than in the customer sold-to’s mail history. You can review catalog mailings to individuals at the Display Individual Mail History Screen rather than the Display Customer Mail History Screen.

Leave this field unselected if you do not want to enter catalog requests for individuals. If you try to select Indiv or select Select Indiv at the Create Catalog Request Screen, the system displays an error message; also, any catalog requests received through the catalog request interface that specify individual customer information, including requests from your web storefront, are not processed and remain in error status.