Internal description for a single customer

This option allows you to work with a customer's internal description, which can be used for 2-step customer selection if the business parameter has been set up.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click View Internal Description. The Customer Screen Selector change screen appears.
4. Fill in the fields as required.

   Selectoris the name that will be used for the customer on selection screens.

   Leaseidentifies whether or not the customer can be picked for leases on the Add Contract Schedule A enter screen.

   Rental/Reservationidentifies whether or not the customer can be picked for rentals and reservations on the Edit Rental/Reservation change screen.

   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.

   Fuel Ticketidentifies whether or not the customer can be picked for fuel tickets on the Edit Fuel Ticket change screen.

   Fuel Taxidentifies whether or not the customer can be picked for fuel tax processing on the Edit Trip change screen.

5. Click Enter to save the internal description.

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