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Viewing Customer Information

This topic discusses the pagelets used to view customer information.

Use the following pagelets to view customer information.

Pagelet Name	Usage	For More Information
Buying Agreements	Displays buying agreements. Employees can navigate into buying agreement details.	See Understanding Buying Agreements.
Customer Account Balances	Displays account balances for a customer.	See General Information - Credit Profile - General Page.
Customer Aging	Displays customer aging information.	See General Information - Credit Profile - General Page.
Customer Conversations	Displays recent conversations for a customer. Employees can navigate into individual conversation detail or add a new conversation.	See Understanding Conversations.
Customer Notes	Displays notes that are assigned to a customer.	See General Information - Notes Page.
Customer Search	Enables employees to search for existing customers to populate the additional pagelets with customer data.	See Adding General Customer Information. See .
Expiring Buying Agreements	Displays buying agreements that are going to expire for a customer. Employees can navigate into buying agreement details.	See Setting Up Buying Agreements.
Invoice Summary	Displays summarized invoice information. Employees can navigate into invoice details.	See Standard Billing - Add a New Value Page.
Last 10 Product Purchases	Displays the last 10 purchases for a customer. Employees can navigate to see order and product information.	See Establishing Product Definitions.
Last 10 Shipments	Displays the last 10 shipments for a customer. Employees can navigate to see order and shipping information.	See Maintaining Order Schedule Information.
Recent Orders	Displays recent orders. Employees can navigate into order details.	See Understanding Sales Order Entry. See Maintaining Header and Line Information. See Maintaining Order Schedule Information.
Recent Quotes	Displays recent quotes. Employees can navigate into quotation details.	See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.
Recent RMAs	Displays recent returns. Employees can navigate into RMA details.	See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.
Schedules Past Ship Date	Displays schedules that are past the ship date for a customer. Employees can navigate to see order and shipping information.	See Maintaining Additional Order Schedule Information.
Trade Promotions	Displays trade promotions for a customer. Employees can navigate into individual trade promotion detail.