Understanding Customer Popup Pages

There are three types of customer popup pages:

  • Bill To Customer Popup Page (type 1)

  • Ship To Customer Popup Page (type 2)

  • Sold To Customer Popup Page (type 3)

The address and phone numbers that are shown in the popup page depends on the information that is shown on the main page. If the main page displays information for a document, such as an invoice or an order, and if that document references a location, then the address and phone numbers of the location on the document is displayed. Otherwise the page shows the primary address and phone for the customer. The primary address that is shown depends on the type of page, such as bill to, sold to, or ship to. For example, for bill to customer, the page shows the primary bill to address and phone numbers. For ship to customer, the page shows the primary ship to address and phone numbers. For sold to customer, the page shows the primary sold to address and phone numbers. The current date is used as the effective date.

If any of the fields on the popup page show as blank, it means that the data is not defined for the customer. For example, phone number and web site are optional fields, so if they are blank on the customer master, they display as blank on the popup page.

The customer phone number is stored in three separate fields, namely country code, phone, and extension. These three fields are concatenated together when displayed on the page. The country code is prefixed with a + and the extension field is prefixed with an x. The customer fax number does not consist of three separate fields, but is only one field, so it is displayed as it is displayed on the customer master record.

Bill To Customer Popup Page (Type 1)

The Bill To Customer popup page (SAC_CUSTBIL_POP):

This example illustrates the fields and controls on the Example of Bill To Customer popup page. You can find definitions for the fields and controls later on this page.

Example of Bill To Customer popup page

Examples of where this popup page is used are:

  • Review Billing - As Incurred page in PeopleSoft Contracts.

  • Review Pre - Award Budget component in PeopleSoft Grants.

  • Review Statements page in PeopleSoft Receivables.

  • Standard Bill Entry page in PeopleSoft Billing.

Ship To Customer Popup Page (Type 2)

The Ship To Customer popup page (SAC_CUSTSHP_POP):

This page is currently not delivered on a specific page. To activate this popup page:

See Activating the Mouse Over Popup Feature.

Sold To Customer Popup Page (Type 3)

The Sold To Customer popup page (SAC_CUSTSLD_POP):

This example illustrates the fields and controls on the Example of Sold To Customer popup page. You can find definitions for the fields and controls later on this page.

Example of Sold To Customer popup page

Examples of where this popup page is used are:

  • Contract - General Information page in PeopleSoft Contracts.

  • Buying Agreement Form page in PeopleSoft Order Management.