5.9.1 Create Customer Parameters

This topic describes the systematic instructions to configure the customer parameters.

1. On Home screen, click Liquidity Management. Under Liquidity Management, click Maintenance.
2. Under Maintenance, click Customer Parameters. Under Customer Parameters, click Create Customer Parameters.
   The Create Customer Parameters screen displays.

   Figure 5-20 Create Customer Parameters

   
   

   
   Description of "Figure 5-20 Create Customer Parameters"

   
   
3. Specify the fields on Create Customer Parameters screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 5-25 Create Customer Parameters – Field Description

   Field	Description
   Customer ID	Click Search to view and select the customer ID (LOV details come from Common Core).
   Customer Name	Displays the customer name based on the customer ID selected.
   Parent Customer Name	Displays the parent customer name based on the parent customer ID selected.
   Parent Customer ID	Click Search to view and select the parent customer of the new customer.
   Address	This section displays the address type of the customer to be sent in the payment services.
   Address Type	Click Search to view and select the address type.
   Unstructured	This section displays the Unstructured address details of the customer based on the selected address type.
   Address Line 1 - 4	Displays the address of the customer.
   Country	Displays the country of the customer.
   Country Sub Division	Displays the country sub division of the customer. Country sub division the state or region of the country.
   Post Code	Displays the postal code of the customer address.
   Structured/Hybrid	This section displays the Structured/Hybrid address details of the customer.
   Department	Displays the department of the customer.
   Sub Department	Displays the sub department or a sub-division of the customer's department.
   Street Name	Displays the name of a street or thoroughfare.
   Building Number	Displays the building number.
   Building Name	Displays the name of the building or house.
   Floor	Displays the floor number within a building.
   Post Box	Displays the post box details.
   Room	Displays the room number.
   Post Code	Displays the post code details.
   Town Name	Displays the town name.
   Town Location Name	Displays the location name within the town.
   District Name	Displays the district name within a country.
   Country Sub Division	Displays the subdivision of a country such as state, region, county.
   Country	Displays the country of the customer.
   Address Line 1 - 2	Displays the address line 1 and 2 of the in Hybrid Address of the customer.
   Pricing Scheme	This section displays the Pricing Scheme related fields.
   Pricing Scheme	Click Search to view and select the required pricing scheme. Note: If a pricing scheme linked to a customer is changed in the middle of a charge cycle, the charges configured for the updated pricing scheme will be applied for the entire charge cycle. Any pending event-based charges (Customer setup and Structure setup charges) will be calculated based on the existing pricing scheme. Any newly created structure will be charged based on the updated pricing scheme.
   Description	Displays the description of pricing scheme based on the selection.
   Charge Account	This section displays the charge account details of the customer.
   Real Account Number	Click Search to view and select the required real account number to collect the charges.
   Real Account Name	Displays the real account name based on the Real Account Number selected.
   Real Account Branch	Displays the real account branch based on the Real Account Number selected.
   Real Account Currency	Displays the real account currency based on the Real Account Number selected.
   Charge Collection Branch	This section displays the charge collection branch details of the customer.
   Branch Code	Displays the real account name based on the Real Account Number selected.
   Description	Displays the branch description based on the Branch Code selected.
   Source	Displays the source defaulted from common core.

   Note:

   Added Customer must be authorized by different user which has the authorization role assigned.
4. Click Save to save the details.