Using Short-Term Customers

To set up short-term customers, use the Template Role (TEMPLATE_ROLE) component.

This section provides an overview of short-term customers, lists prerequisites, and discusses certain related information.

Page Name

Definition Name

Usage

Template Role Page

TEMPLATE_ROLE

Enable certain roles to choose additional template customers for the transaction.

Short-Term Customer Setup Page

CUST_STERM_CREATE

Add details about the short-term customer.

In add mode, select the Short-Term Customer flag to access the setup page.

Customer Summary Page

STCUST_SUMMARY

Search the existing customer data for matching short-term customers using the information you entered on the short-term customer page. Matching results appear in a grid. You can select an existing customer from the matching results and proceed with the transaction.

Adding Credit Card Data Page

STCUST_CREDCRD

Enter credit card information for the new customer.

The payment method must be credit card for the order group assigned to the user.

Short-term customers are temporary customers that are not already in the system. You can add them quickly to a sales order or quote in the counter sales environment without entering the customer through Quick Customer Create or the Customer component. To use the short-term customer feature a template must be created in the Customer General component. One default template must be added to the PeopleSoft Order Management Business Unit for quotes, orders, and returns. In the case of returns, you may need to process a return for a customer that is no longer in the system.

When you create the template customer, you select a Customer Status of Template and specify when the customer expires. Only "Template" customer statuses can be added on the business unit.

The expiration date is used for the new customer. If you enter an order or quote for a customer and the expiration date has expired, you will get a warning message during the transaction. In the case of orders, you will be able to save the order, but you will need to update the date for the customer.

All users are associated with a role. All roles will have access to the customer template defined on the PeopleSoft Order Management Business Unit. If you want a role to be able to access other template customers than the one specified on the business unit, select the All Templates option on the Template Role page.

You may want to create different template customers to use on the order, quote, and RMA. The information in the table is updated when the short-term customer is saved on the transaction.

The name, address, and phone are required for a short-term customer.

Adding a Short-Term Customer on a Sales Orders

When you create a sales order using a short-term customer:

  1. Select the Short-Term Customer check box in add mode.

  2. Enter the customer name, address, and optional information, such as phone number and tax codes.

    Note: The customer name and address are the required fields for adding a customer using a short-term customer template.

  3. Finish entering the sales order and save the order.

The customer will be generated after you save the order.

Before entering short-term customers on sales orders, quotes, or RMAs:

  • Create the template customer in the customer General Information component.

  • Add the template customer to the PeopleSoft Order Management Business Unit for sales orders, quotes, and RMAs.

  • (Optional) Define roles that can change or edit the default template on the transaction.

Use the Template Role page (TEMPLATE_ROLE) to enable certain roles to choose additional template customers for the transaction.

In add mode, select the roles that you want to be able to select in any of the short-term customer templates while creating a transaction.

Field or Control

Definition

All Templates

Select if you want the role to be able to use all of the templates. Otherwise, the role will only be able to use the template from the PeopleSoft Order Management Business Unit defined for the transaction.

Use the Short-Term Customer Setup page (CUST_STERM_CREATE) to add details about the short-term customer.

Image: Short-Term Customer Setup page (1 of 2)

This example illustrates the fields and controls on the Short-Term Customer Setup page (1 of 2). You can find definitions for the fields and controls later on this page.

Short-Term Customer Setup page (1 of 2)

Image: Short-Term Customer Setup page (2 of 2)

This example illustrates the fields and controls on the Short-Term Customer Setup page (2 of 2). You can find definitions for the fields and controls later on this page.

Short-Term Customer Setup page (2 of 2)

Field or Control

Definition

Create Short-Term Customer

Select the option if you want the system to create a customer when you save the order.

Template ID

The system displays the PeopleSoft Order Management Business Unit default template that is associated with the order, quote, or RMA. To access alternative templates, the user must be assigned a role for which the All Templates option is selected on the Template Role page.

Customer Name

Enter the name for the new customer. The Customer ID will be created after you save the transaction. This field is required for a new customer.

Search for Existing Customer

Searches the existing customer data for matching short-term customers using the information you entered on the short-term customer page. Matching results appear in a grid.

Remove Short-Term Customer

Click the Remove Short-Term Customer button if you want to clear the information for the new customer.

Address

This field is required for a new customer.

Telephone and Tax Information

These fields are optional for a new customer.

Tax Exemption Certificates

If you want the certificate to be saved for the new customer when it is created, enter this information.

Arbitration Plan and Customer Group

Enter either value to apply the pricing arbitration plan or pricing customer group to the customer.

Note: If the template has more then one associated pricing customer group, a default customer group will not populate the Customer Group field. The pricing customer group you entered on the short-term customer page will be used in addition to those set up for the template customer when pricing the order or quote. Only one additional pricing customer group can be attached to this page. If you want additional pricing customer groups, use the Customer General Info component to set them up.

OK

Takes you to the main transaction page. The short-term customer will be created when you click Save on the transaction page.

Skip

Takes to you to the main transaction page without passing any customer data.

Use the Credit Card Data page (STCUST_CREDCRD ) to enter credit card information for the new customer.

Use the Customer Summary page (STCUST_SUMMARY) to search the existing customer data for matching short-term customers using the information you entered on the short-term customer page.

Matching results appear in a grid. You can select an existing customer from the matching results and proceed with the transaction.

Field or Control

Definition

Select Customer

After selecting a customer, click the Select Customer button to add the customer to the transaction instead of creating a new customer.