Customer facility assignment

1. At the Asset Management main menu, click the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Facility. The Customer/Facility Assignment display screen appears.
3. To change a facility assignment:
   1. Click Change . The Customer/Facility Assignment change screen appears.
   2. Make any changes required.
   3. Click Enter to save the changes.
   4. Click Exit to return to the Customer/Facility Assignment display screen.
4. To add a facility assignment:
   1. Click Add . The Customer/Facility Assignment add screen appears.
   2. Fill in the fields as required.

      Effective Dateis the date the facility assignment will take effect. A value is required.

      Facilityis the facility the customer is assigned to. You can right-click in the field and select Prompt to select the facility from a list.

   3. Click Enter to save the new assignments.

Back to Customer Master