Internal customer descriptions

This option allows you to work with internal descriptions for customers if the Screen Selector Search business parameter has been set to allow customer searches with or without suffixes. Note that manual charges, miscellaneous charges, and consolidated billing do not use this functionality.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Click View Internal Description. The Customer Internal Description change screen appears, listing all customers with internal descriptions.
3. Make any changes, as required.
4. Click Enter to save the changes.
5. To add internal descriptions for customers, click Add . The Customer Internal Description add screen appears.
6. Fill in the fields as required.

   Companyis the company the customer is associated with. You can right-click in the field and select Prompt to select the company from a list.

   Customeris the customer who will have the internal description. You can right-click in the field and select Prompt to select the customer from a list.

   Suffixis the customer suffix that the internal description applies to. You can right-click in the field and select Prompt to select the suffix from a list.

   Internal Descriptionis the name that will be used for the customer on the selected selections screens.
       If the business parameter is set to S=Suffix, when searching for customers from the screens listed below, the Select Customer With Suffix screen appears, displaying the internal description rather than the customer name for those customers that have one. Customers without internal descriptions appear as before. If a customer with an internal description has the module set to No, that customer does not appear in the search list.
       If the business parameter is set to N=No Suffix, when searching for customers from the screens listed below, the Customer Internal Description No Suffix select screen appears, displaying the internal description rather than the customer name for those that have one. Customers without internal descriptions appear as before. If a customer with an internal description has the module set to No, that customer does not appear in the search list. Selecting a customer from this screen returns the first suffix found for the selected customer.
       From the Customer Internal Description No Suffix select screen, you can drill down to the Select Customer Suffix screen (using option Suffix) for a customer with an internal description. Selecting a customer from this screen returns the suffix that was selected.

   Lease Contractidentifies whether or not the customer can be picked for leases on the Add Contract Schedule A enter screen. You can right-click in the field and select Prompt to select the flag from a list.

   Rental Contract / Reservationidentifies whether or not the customer can be picked for rentals and reservations on the Edit Rental/Reservation change screen. You can right-click in the field and select Prompt to select the flag from a list.

   Work Order / WO Entryidentifies whether or not the customer can be picked for work orders on the Create Work Order enter screen and work order estimates on the Create WO Estimate screen. You can right-click in the field and select Prompt to select the flag from a list.

   Fuel Ticketidentifies whether or not the customer can be picked for fuel tickets on the Edit Fuel Ticket change screen. You can right-click in the field and select Prompt to select the flag from a list.

   Fuel Taxidentifies whether or not the customer can be picked for fuel tax processing on the Edit Trip change screen. You can right-click in the field and select Prompt to select the flag from a list.

7. Click Enter to save the internal descriptions.

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