3.1 Customer Creation

This topic provides systematic instructions about the Customer Creation data segment in the Credit Extension Initiation stage.

In the Customer Creation data segment, you can view the details of party in tree view, list view as well as table view.

Figure 3-3 Initiation - Customer Creation


Layout options in Customer Creation data segment

  1. In the tree view, right click on the party icon and select View to view the detailed information of party.

Figure 3-4 Initiation - Customer Creation - List


List view of Customer Creation data segment

  1. In the list view, click the Party Id to view the detailed information of party.

Figure 3-5 Initiation - Customer Creation - Table


Table view of Customer Creation data segment

  1. In the table view, click the ID in Party Id column to view detailed information of the party.
  2. After viewing the party details, click Next.
    The Initiation - Liability screen is displayed.