Enrich EMMS Online Help

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 EMMS main menu, select Customer | Customers.
   • 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 fieldsfields as required.

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

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

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

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

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

   • If the Screen Selector Search business parameter is set to S=Suffix, when searching for customers from the 7 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 7 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. From the Customer Internal Description No Suffix select screen, you must drill down to the Select Customer Suffix screen (using option Suffix); any available suffixes for the customer will be listed. You can then select the customer from this screen and it will return the suffix that was selected.

   Work Order / WO Entry identifies whether or not the customer can be picked for work orders on the Create Work Order enter screen, the Change Work Order Customer or Unit screen, the Create OTC Part Sale screen, the Assign Sublet Work Order screen, and the Customer Info For Multi Unit WO screen, and work order estimates on the Create WO Estimate screen.

5. Click Enter to save the information.

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