Alternate Customer Number

Manage Alternate Customer Numbers

Alternate Customer Number allows you to add an additional number such as a customer or membership number from another system to identify the customer. These additional identifiers can be used when searching within Order Administration.

The Alternate Customer Number field labels are based on the Alternate Customer Number Label Description (H95) system control value if populated, otherwise Alternate Customer Number will display. Only supported in the language entered in the system control value. You can manage these identifiers (view, add, edit, and delete) by accessing the Alternate Numbers drawer for the customer. Primary alternate numbers (identified by a badge) can be maintained by editing customer information when the Alternate Numbers drawer is closed. The results table lists the existing alternate numbers for that customer. When there is no existing alternate customer numbers assigned, the text No data to display is displayed.

Add an Alternative Number

1. Select Alternate Numbers from the More Options menu () on the title area of Customer page to open the Alternate Numbers drawer.

2. Select +Add Alternate Number.

3. Enter the alternative number. Up to 15 characters alphanumeric. The system checks that duplicate numbers are not saved.

4. Select OK to save the entry, closes the form and refresh the Alternate Numbers drawer increasing the entry count and displaying the newly added entry within the table.

To delete an alternative number, select the delete icon and select OK.

When the Alternate Number does not match the Primary Alternate Number in the Customer record, the system deletes the alternate number, closes the confirmation dialog, and refreshes the Alternate Number drawer. The result count is reduced, and the alternate number entry is no longer included in the list.

When the Alternate Number matches the Primary Alternate Number in the Customer record, the alternative number cannot be deleted, and the entry persists in the table.

Alternate Numbers Drawer Fields

The Alternate Numbers drawer contains the following fields:

Customer Name followed by the Customer Number.

A count of the number of entries listed is displayed.

+ Add Alternate Number to create a new alternate number.

Three columns of data are shown:

Alternate Number/or label from Alternate Customer Number Label Description (H95) system control value: If a primary alternate number has been defined, a primary badge is displayed following the alternate number.

Created By: Displays date and time the alternate number was created.

Delete icon: Each entry has its own delete button, but a primary alternate number cannot be deleted.

You can define a primary alternate customer number only through the Create Customer and Edit Customer pages.

Additionally, you can only remove the primary when Display Alternate Customer Cross Reference Window (I84) system control value is set to Yes from the Edit Customer page.

+ Add Alternate Number Drawer

Customer Name followed by the Customer Number.

Alternate Number: Required. Up to 15 characters alphanumeric.