Assigning Customer Master Category Codes

This section provides an overview of customer master category codes, the automatic update of category codes form Address Book, date-effective category codes, the Date Effective Category Code Update program, and the purge of date-effective category codes, and discusses how to:

  • Update the customer master with category codes from Address Book.

  • Add customer master category codes.

  • Add date-effective category codes.

  • Update customer master records with date-effective category codes.

  • Set data selection and data sequencing for Date Effective Category Code Update (R03012A)

  • Set processing options for Date Effective Category Code Update (R03012A).

  • Purge date-effective category codes.

  • Set processing options for Purge Date Effective Category Codes (R03012B).