Creating and Updating Customers
Topics in this part: The following topics
describe how to create and maintain customer information on the system
through the Customer Maintenance module:
Customer Types describes the three types of customers you
work with throughout the Customer Maintenance module.
Customers explains how to use the Customer Maintenance Selection
Screen to search for existing customer records.
and Updating Sold-to Customers (WCST) describes the Work with
Customers screens you use when creating and updating sold-to customers.
and Updating Ship-to Customers (WCST) describes the screens
you use when creating and updating ship-to customers.
• Creating and
Updating Bill-to Customers (WCBT) describes the screens you
work with when creating and updating bill-to customers.
• Work with
Contract Price Screen describes how to establish special contract
pricing opportunities for a customer.
with Customer Tax Status describes the tax status that you
can apply to customers, including standard taxes and exemptions.
with Pay Type Exclusions describes how to apply payment method
exclusion codes to a customer.
Customer History describes how to view a customer's mail history,
item history, and order summary and detail history.
• Work with
User Fields Screen describes how to change, delete, or display
information for user-defined fields.
Customer Address Changes describes how to display address
changes that you enter for your customers.
• Printing the
Customer Exposure Report (PCER) describes how to print a report
listing customer action notes entered and customer action reason codes
used on each.
• Printing the
Customer Detail Exposure Report (PCAR) describes how to print
a report listing customer action notes, including details on the customer.
with Customer Warranty Information (WCST) describes the screens
you use to review and work with items you shipped to customers at no
charge, in fulfillment of a warranty.
with Customer Email Addresses describes how the system stores
and validates email addresses for sold-to customers, and presents the
screens you use to work with email addresses.
with Customer Ownership describes how to create and update
information about the products a customer owns.
with Alternate Customer Number Cross-References describes
the screens you use to work with additional alternate customer numbers
assigned to a customer.
Customer API describes how to create or update customers through
a generic XML message.
Engagement Customer Integration describes how to keep customer
information in sync with Oracle Retail Customer Engagement when Oracle
Retail Customer Engagement is the system of record for customer data.
CS03_00 OMSCS 19.0 December 2019 OHC