Page 223 - DMGT308_CUSTOMER_RELATIONSHIP_MANAGEMENT

Customer Relationship Management

Notes Entering Basic Customer Information

Access the Customer - Add Customer form.

Search Type

Enter the user-defined code (system 01, type ST) that indicates the kind of address book record to
search for. For example,
E: Employees

X: Ex-employees
V: Suppliers
C: Customers
P: Prospects

M: Mail distribution lists
TAX: Tax authorities

Industry Classification

Enter the code that classifies goods and services. This code can follow the format of any of these
classification systems:

1. Standard Industrial Classification (SIC) or North American Industry Classification
System (NAICS): A numerical system that the United States uses to classify goods and
services. This code is four digits for SIC or six digits for NAICS.
2. Harmonized System (HS): The international method of classifying goods. More than fifty
countries use this code. An HS code can be up to 10 digits.

3. Standard Industrial Trade Classification (SITC): A numerical code system that was
developed by the United Nations to classify goods that are used in international trade.
International organizations use this code. An SITC code can be up to six digits.
Address and Phones

Select the Address and Phones tab.
1. Prefix: Enter the three-digit prefix, or area code, of the associated phone number.
2. Phone Number: Enter the six-digit phone number, not including the area code or prefix.

Financial

Select the Financial tab.
1. Parent Number: Enter the address book number of the parent company. The system uses
this number to associate a particular address with a parent company or location. Any
value that you enter in this field updates the F0150 table for the blank structure type. This
address number must exist in the F0101 table for validation purposes.
2. Credit Limit: Enter the total amount that you allow the customer to spend on purchases
before the system sends a workflow message. This value is used throughout the credit
management programs. The system maintains the credit limit at the customer (child)

218 LOVELY PROFESSIONAL UNIVERSITY