Customer Registration

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

• 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 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 Draft Draft For Update 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 Inbound Message Manual
  Registration Source ID	Displays the source ID of the customer registration.

• 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:

  • 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 Business Phone Fax Home 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.

  • 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 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.

  • 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 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.

• 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.

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