Edit Customer (Sold-To) Information Options
Purpose: You can perform the following actions on the Edit Customer (Sold-To) Information page.
• Update Customer Name (First, Middle, Last)
• Update Email Address and Opt-In Status
• Update Mail and Rent Preferences
For more information:
• Edit Customer (Sold-To) Information for an overview of the Edit Customer (Sold-To) Information page.
• Fields on Edit Customer Information for a description of the fields on the Edit Customer (Sold-To) Information page.
Converted to uppercase: Information that you enter in upper and lower case at the Edit Customer (Sold-To) Information page, including name and address, is converted to all uppercase.
Update Customer Name (First, Middle, Last)
1. Update the Prefix, First Name, Middle Initial, Last Name, or Suffix.
2. Select Update. The system validates your entries. An error message displays if the Last Name is blank and a Company Name is not defined.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
Note: When updating the sold-to name and address on an order, if the name and address of a ship-to customer on the order matched the sold-to name and address, the system also updates the ship-to name and address with the sold-to customer changes.
1. Update the Company Name.
2. Select Update. The system validates your entry. An error message displays if the Company Name is blank and a Last Name is not defined.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
Note: When updating the sold-to name and address on an order, if the name and address of a ship-to customer on the order matched the sold-to name and address, the system also updates the ship-to name and address with the sold-to customer changes.
1. Update the following fields:
• Street Address (Lines 1-4): Address line 1 is required. To ship to a Post Office Box, enter POST OFFICE BOX, POST BOX, or any variation of PO BOX (with or without spaces or non-alphabet characters, such as P.O. BOX), and the box number in the Street Address Line 1. Example: Enter P.O. Box 9999 in Street Address Line 1 to indicate delivery to a post office box instead of a home or company address. Note: You still need to select the PO box field in the Work with Customers (WCST) menu option.
• Apartment/Suite. To enter an apartment or suite address, type APT to indicate an apartment or STE to indicate a suite, insert a space, and type the number of the apartment or suite. Example: APT 4 or STE 116. Addresses must conform to United States Parcel Service (USPS) address formatting field description standards. For example, always precede the apartment or suite number with the appropriate abbreviation, such as APT or STE).
• Country Code: Required. Select a valid country code from the drop-down list.
• Postal Code:
• The Postal Code is required if the Require postal code? flag is selected for the country in the Work with Countries (WCTY) menu option. If a postal code is required for the country, the system validates the postal code against the SCF table. You can create and work with SCF codes in the Work with SCF Codes (WSCF) menu option.
• If the Use Zip/City/State Defaulting? (B13) system control value is selected, you can enter just the postal code to have the system default the associated city and state if these fields are blank.
• City: The City is required if the Use Zip/City/State Defaulting? (B13) system control value is unselected.
• State/Province Code:
• The system displays only the valid state/province codes defined for the selected country code.
• The State/Province Code is required if the Require state? flag is selected for the country.
• The system validates the state/province code against the State table. The system also validates that the state/province code you enter is assigned to the SCF for the postal code. You can create and work with SCF codes in the Work with SCF Codes (WSCF) menu option.
2. Select Update. The system validates your entries. An error message displays if:
• Address line 1 is blank.
• A country code is not defined.
• A postal code is not defined and the Require postal code? flag is selected for the country in the Work with Countries (WCTY) menu option.
• The postal code is not valid in the Work with SCF Codes (WSCF) menu option.
• A city is not defined and the Use Zip/City/State Defaulting? (B13) system control value is unselected.
• A state/province code is not defined and the Require state? flag is selected for the country.
• The state/province code is not valid in the Work with SCF Codes (WSCF) menu option.
• The system is also updating the ship-to address on the order and items on the order are restricted from being shipped to the state or country of the address you entered. In this situation, you must change the address to a location that is eligible to ship all of the items on the order.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
Note: When updating the sold-to name and address on an order, if the name and address of a ship-to customer on the order matched the sold-to name and address, the system also updates the ship-to name and address with the sold-to customer changes.
Update Email Address and Opt-In Status
1. Update the following fields:
• Opt-In Status: Select a valid opt-in status from the drop-down list. This opt-in status applies to the email address defined.
2. Select Update. The system validates your entries. An error message displays if the email address is not formatted correctly. The system validates that:
• There is an @ sign and a period (.).
• There is some text before the @ sign, between the @ sign and the period, and after the period.
Example: The system would not let you create an email address such as @example.com, sbrown@example, sbrown@.org, or www.example.com.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
• If you overwrite the existing email address in this field, the system flags your entry as the primary email address for the customer, but retains the previous email address in the Customer Sold To Email table. You must use the Work with Customer Email Address screen in Work with Customers (WCST) to delete the previous email address from this table.
• If the email address was updated and a primary email address did not exist for the sold-to customer, the system flags the new email address as the customer’s primary email address.
• If the email address was updated and a primary email address existed for the sold-to customer, the system flags the new email address as the customer’s primary email address and saves the original email address as a non-primary email address.
• If the email address was removed, the system removes the primary email flag for the address but retains the address in the Customer Sold To Email table. You must use the Work with Customer Email Address screen in Work with Customers (WCST) to delete the previous email address from this table.
• When updating the sold-to name and address on an order, if the name and address of a ship-to customer on the order matched the sold-to name and address, the system also updates the ship-to name and address with the sold-to customer changes.
1. Update the Phone Number.
2. Select Update. The system validates your entry. An error message displays if the phone number contains a letter. While the phone number field is alphanumeric, Contact Center allows only numbers and characters in this field, and not letters. For example, you can enter (508) 525-0100 but not 1800FLOWERS in this field.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
• If a phone number was not previously defined and you enter a new phone number, the system updates the customer’s day phone number.
• If you overwrite the existing phone number in this field, the system updates the phone number based on the associated phone type. For example, if the phone number that displays on this page is the customer’s mobile phone number and you overwrite the number, the system updates the customer’s mobile phone number.
• If you delete the phone number, the system removes the phone number based on the associated phone type. For example, if the phone number that displays on this page is the customer’s mobile phone number and you remove the number, the system deletes the customer’s mobile phone number.
• When updating the sold-to name and address on an order, if the name and address of a ship-to customer on the order matched the sold-to name and address, the system also updates the ship-to name and address with the sold-to customer changes.
Note: The Phone Number field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
Update Mail and Rent Preferences
1. Update the following fields:
• Mail (Receive Catalog Mailings)
• Rent (Share Information with Other Companies)
2. Select Update.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
1. Update the Customer Class.
• The Maintenance of Customer Class Field (B07) secured feature defines whether you can enter or maintain the Customer Class field.
• If the Require Customer Class in OE, WCAT, and WCST (H85) is selected and the customer does not have a customer class code assigned, the customer class defined in the Default Customer Class in Order Entry (D63) system control value defaults to the field.
2. Select Update. The system validates your entry. An error message displays if a customer class is not defined and the Require Customer Class in OE, WCAT, and WCST (H85) system control value is selected.
3. If the update is successful, the system returns you to the previous page and displays a message indicating your changes have been saved.
Note: The Customer Class field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
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