Manage Identifier Types

Use this procedure to create and edit additional identifier types.

Create Additional Identifier Types

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Additional Identifier Types

2. Click Actions > Create.

3. Specify the following fields:

   • Select the Party Type, such as Organization, which can have this additional identifier type.

   • Type a short name for the additional identifier type, for example INDUSTRIAL_REFERENCE. This short name is used by the application to reference the additional identifier type and must be unique.

   • Specify a descriptive name such as Industrial Reference in the Additional Identifier field.

   • (Optional) Specify a description for the additional identifier type, for example, Industrial Reference Number.

   • Specify if this name is unique. Define whether you can add multiple entries of the identifier type to a party. For example, select No to allow multiple visa numbers to be added to a person.

4. Click Save and Close.

Edit Additional Identifier Types

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Additional Identifier Types

2. Click Actions > Edit.

3. Edit the following fields as required:

   • Additional Identifier: Specify a descriptive name such as Industrial Reference.

   • Description: Specify a description for the additional identifier type, for example, Industrial Reference Number.

4. Click Save and Close.