Customer Registration Type

The Customer Registration Type zone displays the details of the customer registration type. It contains the following sections:

• Main - The Main section provides basic information about the customer registration type. It contains the following fields:

  Field Name	Field Description
  Customer Registration Type	Displays the customer registration type.
  Description	Displays the description of the customer registration type.
  Customer Registration Business Object	Indicates the customer registration business object.
  Detailed Description	Displays additional information about the customer registration type.
  Status	Displays the status of the customer registration type.
  Access Group	Indicates the access group of the customer registration type.
  Registration Group	Displays the registration group of the customer registration type.

• Additional Data - The Additional Data section lists the additional fields defined for the customer registration type. It contains the following fields:

  Column Name	Column Description
  Approval Required	Indicates whether the approval is required before creating the customer registration type.
  Final Approval Required	Indicates whether the final approval is required before creating the customer registration type.
  Submitter To Do Type	Indicates that To Do entry of the specified To Do type must be created when an approver rejects a customer registration type. Note: This field appears when the Approval Required option is selected. It has a link. On clicking the link, the To Do Type screen appears where you can view the details of respective To Do type.
  Submitter To Do Role	Indicates that the users with the specified To Do role will receive the customer registration type when it is rejected by an approver.
  Manual Pricing	Indicates whether manual pricing is required before creating the customer registration type.
  Person Business Object	Indicates the business object using which you want to create a person business object. 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.
  Account Business Object	Indicates the business object using which you want to create a account business object. 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.
  Plan Business Object	Indicates the business object using which you want to create a plan business object. 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.
  Membership Business Object	Indicates the business object using which you want to create a membership business object. 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.
  Address Business Object	Indicates the business object using which you want to create an address business object. 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.

• Characteristics - The Characteristics section lists the characteristics of the customer registration type. It contains the following columns:

  Column Name	Column Description
  Characteristic Type	Indicates the characteristic type.
  Characteristic Value	Displays the value of the characteristic type.

• Customer Registration Type Templates - The Customer Registration Type Template section lists the template categories defined for the customer registration type. It contains the following columns:

  Column Name	Column Description
  Sequence	Displays the value of the sequence.
  Template Category	Indicates the template category of the customer registration type.
  Template Code	Indicates the template code the customer registration type.

• Record Actions - The Record Actions section contains the following buttons:

  Button Name	Button Description
  Edit	Used to edit the details of the customer registration type.
  Delete	Used to delete the customer registration type. Note: You can delete a customer registration type when you have not created a customer registration using the customer registration type.
  Duplicate	Used to create a new customer registration type using an existing customer registration type.

• 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 type 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.

• Copy Customer Registration- The Copy Customer Registration section contains the following fields:

  Field Name	Field Description
  Person Names	Indicates whether the person names option is required while copying the customer registration type.
  Accounts	Indicates whether the accounts option is required while copying the customer registration type.
  Person Identifiers	Indicates whether the person identifier option is required while copying the customer registration type.
  Account Identifiers	Indicates whether the account identifiers option is required while copying the customer registration type.
  Person Phones	Indicates whether the person phones option is required while copying the customer registration type.
  Account Characteristics	Indicates whether the account characteristics option is required while copying the customer registration type.
  Person Characteristics	Indicates whether the person characteristics option is required while copying the customer registration type.
  Account Autopay Information	Indicates whether the account autopays option is required while copying the customer registration type.
  Person Addresses	Indicates whether the person addresses option is required while copying the customer registration type.
  Account Persons	Indicates whether the account persons option is required while copying the customer registration type.
  Person Hierarchy	Indicates whether the person hierarchy option is required while copying the customer registration type.
  Account Override Address	Indicates whether the account override address option is required while copying the customer registration type.
  Bill Routing Information	Indicates whether the bill routing information option is required while copying the customer registration type.
  Credit Rating History	Indicates whether the credit rating history option is required while copying the customer registration type.

By default, the Customer Registration Template zone does not appear in the Customer Registration Template screen. It appears when you click the Broadcast () icon corresponding to the customer registration type in the Customer Registration Type List zone.

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