Searching for a Customer Registration

Prerequisites

To search for a customer registration, you should have:

  • Customer registration business objects defined in the application

  • Customer registration statuses and customer registration types defined in the application

  • Divisions associated with the access group to which the user belongs

  • Person types and person identifier types defined in the application

  • Characteristic types defined in the application (where the characteristic entity is set to Customer Registration)

  • Inbound message statuses, inbound message types, and source systems defined in the application.

  • File statuses and file request types defined in the application.

Procedure

To search for a customer registration:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Customer Management and then click Customer Registration.
    A sub-menu appears.
  3. Click the Search option from the Customer Registration sub-menu.
    The Customer Registration screen appears.
  4. Enter the search criteria in the Search Customer Registration zone.
    Note:

    You must specify at least one search criterion while searching for a customer registration object. One more search criterion is required when you are searching for a customer registration using the division and/or person type.

    The criteria are grouped as indicated by line separators between the criteria. Each group is independent from the other, and only one group is used at a time for searching. If you enter criteria in more than one group, the criteria from the former group is used for searching. For example, if you enter the person name (in the second criteria group) and person identifier (in the fourth criteria group), the system searches using the person name instead of the person identifier.

    You must specify the division when you are searching for a customer registration of a person using the city.

    You must specify division and/or any other criteria in the second group when you are searching for a customer registration using the person type.

    If you have specified any other search criterion along with the person ID, the system ignores the additional search criterion and searches for the customer registration using the person ID.

    ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

    The Advanced Search link appears in the right side of the Search Customer Registration zone. On clicking the Advanced Search link, additional fields appear in the zone which help you to refine the search.

    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, you can search for a predefined characteristic value.

  5. Click Search.
    A list of customer registrations that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration