Understanding Quick Customer Create Functionality

Quick Customer Create enables the customer service representative (CSR) to determine if a customer exists in the system and to enter the minimum number of fields for an order if the customer is new.

Search Logic for Quick Customer Create

The search functionality does not use a wildcard percentage from the beginning of the search. The search logic is not case sensitive and uses and in the search logic (instead of or) when you enter multiple search criteria. The search functionality also uses a like operator for all nonprompt search fields and a = operator for all prompt fields. For example, if you enter USA as the country and Broadway as the Address1, then all addresses with a country of USA and an address line one of Broadway appear in the search results.

To improve search results:

  • Add indexes on the most commonly used fields on which you search.

  • Modify the call to the function resolve_wildcard so that they can perform an exact search or a like search.

  • Modify the call to the function resolve_wildcard so that if the search does not need an UPPER, they should remove it.

    For example, if you are searching for the city Paris and you also type the city in the same way, the call to the function resolve_wildcard should not UPPER the city name.

Entering New Customers and Contacts

The CSR can enter a new customer and contact from the Customer Search page or from the Customer Summary page if the search returned no results or if the customer is new. The new customer can have only one contact, customer, and address and must have the same sold to, bill to, and ship to information. When entering the new customer, select a SetID and a template customer, which, selected from all customers in the SetID, populates the additional fields in the customer tables that are not entered on the Create New Customer/Contact page.

This table list the fields that the template customer updates when using Quick Customer Create. You can set up additional fields from the Maintaining Customer and Maintaining Contact menus.

What Is Created What Is Updated

Contact only

  • CONTACT.

  • CONTACT_PHN (only if phone information is provided).

  • PSOPRDEFN (only if user is created).

  • PSOPRALIAS (only if user is created).

  • PSOPRCLS (only if user is created).

  • PSROLEUSER (only if user is created).

  • ROLEXLATOPR (only if user is created).

Customer only

  • CUSTOMER.

  • CUST_SOLDTO_OPT.

  • CUST_SHIPTO_OPT.

  • CUST_OPTION.

  • CUST_SHIPTO.

  • CUST_BILLTO.

  • PRODCTLG_CUST.

  • PROD_CUST_ALIAS.

  • CUST_TEAM.

  • PRODCTLG_PRDLST.

  • CUST_CGRP_LNK.

  • CUST_CREDIT.

  • CUST_CRSPD.

Contact and Customer

  • CONTACT.

  • CONTACT_PHN (only if phone information is provided).

  • CONTACT_CUST.

  • CONTACT_CARD (only if credit card information is provided).

  • CUST_CNTCT_SEQ.

  • CUST_CONTACT.

  • CUST_CNTCT_PHN (only if phone information is provided).

  • CUST_CNTCT_CARD (only if credit card information is provided).

  • PSOPRDEFN (only if user is created).

  • PSOPRALIAS (only if user is created).

  • PSOPRCLS (only if user is created).

  • PSROLEUSER (only if user is created).

  • ROLEXLATOPR (only if user is created).

  • CUSTOMER.

  • CUST_SOLDTO_OPT.

  • CUST_SHIPTO_OPT.

  • CUST_OPTION.

  • CUST_SHIPTO.

  • CUST_BILLTO.

  • PRODCTLG_CUST.

  • PROD_CUST_ALIAS.

  • CUST_TEAM.

  • PRODCTLG_PRDLST.

  • CUST_CGRP_LNK.

  • CUST_CREDIT.

  • CUST_CRSPD.

The template customer never updates these tables:

  • CUST_INDIRECT

  • CUST_BROKER

  • CUST_NOTE

  • CUST_NOTE_DOC

  • CUST_NOTE_KEYWD

  • CUST_CRSPD_REM

  • CUST_EXEMPT

  • CUST_EXEMPT_DTL

  • CUST_HIERARCHY

  • CUST_ID_NBRS

  • CUST_PM_CHANNEL

  • CUST_SIC_CODES

  • CUST_REGN_TYPE

  • CUST_VAT_EXCPTN

  • CUST_VAT_REG