Search Customer Registration

The Search Customer Registration zone allows you to search for a customer registration using various search criteria. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for a customer registration using the customer registration details. The valid values are:
    • Registration Details

      Note: This option appears when you have access to the C1CREGSR application service.
    • Person Details

      Note: This option appears when you have access to the C1CREGSR application service.
    • Inbound Message Details

      Note: This option appears when you have access to the C1CTRGHC application service.
    • File Upload Details

      Note: This option appears when you have access to the C1CREGSR application service.
    Note: By default, the Registration Details option is selected.
    Yes
    Customer Registration ID Used to search for a particular customer registration.
    Note: This field appears when you select the Registration Details option from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration details.
    Created From Used to search customer registrations which are created from a particular date onwards.
    Note: This field appears when you select the Registration Details or Inbound Message Details options from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration or inbound message details.
    User ID Used to search customer registration of a particular user.
    Note:

    The Search (The Search Icon) icon appears corresponding to the User ID field. On clicking the Search icon, the User Search window appears where you can search for a particular user.

    This field appears when you select the Registration Details or Inbound Message Details options from the Search By list.

    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration or inbound message details.
    Created To Used to search customer registrations which are created till a particular date.
    Note: This field appears when you select the Registration Details or Inbound Message Details options from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration or inbound message details.
    Status Used to search customer registrations with a particular status. The valid values are:
    • Approval In Progress

    • Bill Group Approved

    • Complete

    • Draft

    • Draft for Update

    • Parent Customer Approved

    • Pending Final Approval

    • Pending Pricing Correction

    • Rejected

    Note: The values listed above appear when the Registration Details option is selected from the Search By list.
    • Pending

    • Processed

    • Rejected

    • Voided

    Note: These values listed above appear when the Inbound Message Details option is selected from the Search By list.
    Note: The Status field appears when you select the Registration Details or Inbound Message Details options from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration or inbound message details.
    Customer Registration Type Used to search customer registrations which are created using a particular customer registration type.
    Note: This field appears only when the Registration Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the customer registration details.
    Division Used to search customer registrations which belong to a particular division.
    Note:

    This field appears when the Person Details option is selected from the Search By list.

    You can view only those divisions to which you have access in the Division list.

    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Person Name Used to search customer registrations of persons with a particular name.
    Note: This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Person Type Used to search customer registrations of persons which belong to a particular person type. The valid values are:
    • Bill Group

    • Broker

    • Business

    • Group

    • Parent Customer

    • Person

    Note: This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Address Used to search customer registrations of persons from a particular address.
    Note: This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    City Used to search customer registrations from a particular city.
    Note: This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Phone Number Used to search for a customer registration of a person having a particular phone number.
    Note: This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Person ID Used to search customer registration of a particular person.
    Note: This field appears when the Person Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Person Identifier Type Used to indicate the person identifier type using which you want to search for customer registrations.
    Note: This field appears when the Person Details option is selected from the Search By list.
    Yes (Conditional)
    Note:

    If you enter the person identifier as a search criteria, you have to select the person identifier type.

    This field is required for searching customer registrations using the person details.

    Person Identifier Used to specify the value of the person identifier type using which you want to search for customer registrations.
    Note: This field appears when the Person Details option is selected from the Search By list.
    Yes (Conditional)
    Note:

    If you specify the person identifier type as a search criteria, you have to enter the person identifier.

    This field is required for searching customer registrations using the person details.

    Characteristic Type Used to search customer registrations of persons with a particular characteristic type.
    Note:

    The list includes only those characteristic types where the characteristic entity is set to Customer Registration.

    This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.

    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Characteristic Value Used to specify the value of the characteristic type using which you want to search customer registrations of persons.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    This field appears when the Person Details option is selected from the Search By list and the Advanced Search link available in the upper right corner of the Search Customer Registration zone is clicked.

    Yes (Conditional)
    Note: This field is required for searching customer registrations using the person details.
    Inbound Message ID Used to search for a customer registration which was created through a particular inbound message.
    Note: This field appears only when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    Source System Used to search customer registrations whose information is received from a particular external system.
    Note: This field appears when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    External Source ID Used to search for a customer registrations whose information is received from a particular external source system.
    Note: This field appears when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    External Transaction ID Used to search for a customer registration which is created as a result of a particular transaction in the external source system.
    Note: This field appears when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    External Batch ID Used to search customer registrations which are created through an external batch job.
    Note: This field appears when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    Inbound Message Type Used to search customer registrations which are created using a particular inbound message type.
    Note: This field appears when the Inbound Message Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the inbound message details.
    Request Id Used to search customer registrations which are created from a particular file uploaded through the File Upload Interface utility.
    Note: This field appears when the File Upload Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the file upload details.
    File Name Used to search customer registrations created from uploading a file with a particular name.
    Note: This field appears when the File Upload Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the file upload details.
    File Status Used to search customer registrations created from the uploaded files having a particular status. The valid values are:
    • Approval Pending

    • Completed

    • Error

    • Pending

    • Rejected

    Note: This field appears when the File Upload Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the file upload details.
    File Request Type Used to search customer registrations which are created from the uploaded files with a particular file request type.
    Note: This field appears when the File Upload Details option is selected from the Search By list.
    Yes (Conditional)
    Note: This field is required for searching customer registrations using the file upload details.
    Note: You must specify at least one search criterion while searching for a customer registration. One more search criterion is required when you are searching for a customer registration using the division and/or person type.
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Creation Date Time Displays the date and time when the customer registration is created in the system.
    Customer Registration Information Displays the concatenated string of information about the customer registration.
    Note:

    It has a link. On clicking the link, the Customer Registration screen appears where you can view the details of the respective customer registration.

    Status Indicates the status of the customer registration. The valid values are:
    • Approval In Progress

    • Bill Group Approved

    • Complete

    • Draft

    • Draft for Update

    • Parent Customer Approved

    • Pending Final Approval

    • Pending Pricing Correction

    • Rejected

    Note: The values listed above appear when the Registration Details option is selected from the Search By list.
    • Pending

    • Processed

    • Rejected

    • Voided

    Note: These values listed above appear when the Inbound Message Details option is selected from the Search By list.
    Note: This column appears only when the Registration Details, Person Details, or Inbound Message Details options are selected from the Search By list.
    Request Id Displays the request Id generated while uploading a file through the File Upload Interface utility for creating the customer registration object.
    Note: This column appears when the File Upload Details option is selected from the Search By list.
    Created By Displays the user who has created the customer registration.
    Note: This column appears when the Registration Details, Person Details, or Inbound Message Details options are selected from the Search By list.
    Inbound Message Information Displays the concatenated string of information about the inbound message.
    Note:

    It has a link. On clicking the link, the Inbound Message screen appears where you can view the details of the respective inbound message.

    This column appears when the Inbound Message Details option is selected from the Search By list.

    File ID Displays the file which is uploaded for creating the customer registration through the File Upload Interface utility.
    Note: This column appears when the File Upload Details option is selected from the Search By list.
    Copy On clicking the Copy (The Duplicate Icon) icon, the Customer Registration screen appears where you can define a new customer registration using an existing customer registration.
    Note: This column appears when the Registration Details option is selected from the Search By list.
    Person Name Displays the name of the person for whom the customer registration is defined in the system.
    Note: This column appears when the Person Details option is selected from the Search By list.
    Inbound Message Type Indicates the inbound message type using which the inbound message is created in the system.
    Note: This column appears when the Inbound Message Details option is selected from the Search By list.
    File Name Displays the name of the file which is uploaded for creating the customer registration through the File Upload Interface utility.
    Note: This column appears when the File Upload Details option is selected from the Search By list.
    Primary Person Identifier Type Indicates the primary identifier type associated with the person.
    Note: This column appears when the Person Details option is selected from the Search By list.
    Source System Indicates the source system from where the inbound message is received for creating the customer registration.
    Note: This column appears when the Inbound Message Details option is selected from the Search By list.
    Request Type Indicates the request type using which the file is uploaded through the File Upload Interface utility for creating the customer registration.
    Note: This column appears only when the File Upload Details option is selected from the Search By list.
    Primary Person Identifier Displays the primary person identifier.
    Note: This column appears when the Person Details option is selected from the Search By list.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Searching)