Customer Registration
The Customer Registration zone displays the details of the customer registration. It contains of the following sections:
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Main - Displays the basic information about the customer registration. It contains the following fields:
Field Name Field Description Customer Registration Information Displays the concatenated string of information about the customer registration separated by a comma (,). Customer Registration Type Indicates the customer registration type using which the customer registration is defined in the system. Status Indicates the status of the customer registration. The valid values are: -
Approval in Progress
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Bill Group Approved
Note: This status appears when you are viewing the details of a customer registration which is created using the C1-CustomerRegistrationHC business object. -
Complete
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Draft
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Draft For Update
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Parent Customer Approved
Note: This status appears only when you are viewing the details of a customer registration which is created using the C1-CustomerRegistrationHC business object. -
Pending Final Approval
Note: This status appears when you are viewing the details of a customer registration which is created using the C1-CustomerRegistrationHC business object. -
Pending Pricing Correction
Note: This status appears only when you are viewing the details of a customer registration which is created using the C1-CustomerRegistrationHC business object. -
Rejected
Source System Indicates the external system from where the customer registration information is received. Person Information Displays the concatenated string of information about the main customer for whom the customer registration is created in the system. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.Registration Source Indicates the source through which the customer registration is created using the customer registration type. The valid values are: -
File Upload
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Inbound Message
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Manual
Registration Source ID Displays the source ID of the customer registration. -
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Record Actions - The Record Actions section contains the following buttons:
Button Name Button Description Edit Used to edit the details of the customer registration. Delete Used to delete the customer registration. Submit Used to submit the customer registration for validation and processing. Duplicate Used to create a new customer registration using an existing customer registration. Approve Used to approve the customer registration. Reject Used to reject the customer registration. Return To Submitter Used to request the submitter to resubmit the customer registration for approval. -
Record Information - The Record Information section contains the following fields:
Field Name Field Description Business Object Indicates the business object using which the customer registration is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.Status Date/Time Displays the date and time when the customer registration status is updated. Create Date/Time Displays the date and time when the customer registration is created. -
Person Details - Displays information about the main customer for whom the customer registration is created in the system. It contains the following fields:
Field Name Field Description Person Type Indicates the person type of the main customer for whom the customer registration is defined in the system. Date of Birth Displays the date when the person was born. Division Indicates the division to which person belongs. Person Since Date Displays specify the date from when the person is the main customer. Access Group Indicates the user group that can access the customer registration. Note: It has a link. On clicking the link, the Access Group screen appears where you can view the details of the respective access group.In addition, the Person Details section contains the following sub-sections:
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Person Names - Lists the primary and non-primary names of the person. It contains the following columns:
Column Name Column Description Name Type Indicates the type of the name. Name Displays the name of the person. -
Person Characteristics - Lists the characteristics defined for the person. It contains the following columns:
Column Name Column Description Effective Date Indicates the date from when the characteristic is effective for the person. Characteristic Type Indicates the characteristic type. Characteristic value Displays the value for the characteristic type. -
Person Phones - Lists the phone details of the person. It contains the following columns:
Column Name Column Description Phone Type Indicates the type of the phone. The valid values are: -
Business
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Business Phone
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Fax
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Home
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Mobile
Phone Number Displays the phone number. Extension Displays the extension value of the phone number. Phone Format Displays the format in which the phone number is specified for the person. -
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Person IDs - Lists the identifier details of the person. It contains the following columns:
Column Name Column Description Primary ID Indicates whether the person identifier is primary or not. Person Identifier Type Indicates the identifier type of the person. Person Identifier Displays the value of the person identifier type. -
Person Addresses - Displays the contact information of the person. It contains the following fields:
Field Name Field Description Address Type Indicates the type of the address. Effective Date Displays the date from when the address is effective for the person. Country Indicates the country where the person is located. Address 1 Displays the first line of the address. It may contain details, such as house number and apartment name. Address 2 Displays the second line of the address. It may contain details, such as street name. City Displays the city name. Address 3 Displays the third line of the address. It may contain the landmark details. County Displays the county name. State Indicates the state where the city or county is located. Province Displays the location within the country where the person is located. Address 4 Displays the fourth line of the address. Postal Displays the postal or zip code of the address. House Type Indicates the type of the house. In City Limit Indicates whether the address is within the city limit. The valid values are: -
Yes
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No
Geographic Code Displays the geographic code of the address. Note:The above mentioned fields appear in the Person Addresses section when the respective data is available for the person.
Also, the labels of the address fields will change depending on the business label which is defined for the respective address field in the Country screen.
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Override Mailing Name - Lists the overriding mailing names for the person. It contains the following columns:
Column Name Column Description Override Mailing Name - Name1 Displays the name using which you want to override the person’s mailing name. Override Mailing Name - Name2 Displays the name using which you want to override the person’s override mailing name 1. Override Mailing Name - Name3 Displays the name using which you want to override the person’s override mailing name 2. Email Address Displays the email address of the person. -
Related Person Information - Lists the
persons that are related to the main customer. It contains the following
columns:
Column Name Column Description Related Person Information Displays the concatenated string of information about the related person separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person Information screen appears where you can view the details of the respective person.Parent/Child Indicates whether the related person is a parent or a child. The valid values are: -
Parent
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Child
Relationship Type Indicates the person to person relationship type. Start Date Indicates indicate the date from when the person to person relationship is effective. End Date Indicates the date till when the person to person relationship is effective. Financial Relationship Indicates whether the related person is financially responsible or not. Characteristics On clicking the Add ( ) icon, you can view the list of characteristics of the related person.
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Registration Characteristics - Lists the characteristics of the customer registration. It contains the following columns:
Column Name Column Description Effective Date Indicates the date from when the characteristic is effective for the customer registration. Characteristic Type Indicates the characteristic type. Characteristic value Displays the value for the characteristic type.
Related Topics
For more information on... | See... |
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How to define a customer registration | Defining a Customer Registration |
How to edit a customer registration | Editing the Customer Registration Details |
How to copy a customer registration | Copying a Customer Registration |
How to delete a customer registration | Deleting a Customer Registration |
How to view the details of a customer registration | Viewing the Customer Registration Details |