Customer - Revision history

Anw: v1.00.03 - Screenshots

2020-01-16T11:45:58Z

v1.00.03 - Screenshots

← Older revision		Revision as of 13:45, 16 January 2020
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	<gallery widths=600px heights=~~350px~~ perrow=1>		<gallery widths=600px heights=340px perrow=1>
	Image:~~CTLTMS-Customers1~~.~~PNG~~\|''~~Caption1~~''		Image:CTLTMS_Customers.png\|''Customers''
	</gallery>		</gallery>

Anw: v1.00.04 - Added more detail to the lookups available.

2019-12-24T11:41:27Z

v1.00.04 - Added more detail to the lookups available.

← Older revision		Revision as of 13:41, 24 December 2019
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	* ''Company Number''		* ''Company Number''
	* ''VAT Reg No''.		* ''VAT Reg No''.
	* ''Carrier'' - the carrier ~~code~~ used by the customer. You can look up ~~a list of~~ carrier codes ~~configured in the system~~ using the {{Button\|Lookup}} button to the right of the entry ~~field~~. The screen will pop-up a window ~~to select a carrier code~~. You can ~~configure carriers~~ in the ~~[[Carriers]] screen~~.		* ''Carrier'' - the carrier that is used by the customer. You can maintain these in the [[Carriers]] screen. You can look up the available carrier codes using the {{Button\|Lookup}} button to the right of the value entry. The screen will display a pop-up window listing the available values. You can filter the values on the list by typing in the provided filter box and clicking the Filter button. You can select a value from the list, or cancel the look up by closing the window.


	== Invoicing section ==		== Invoicing section ==
	* ''Accounting Code''.		* ''Accounting Code''.
	* ''VAT Code'' - the VAT code used by the customer. You can look up ~~a list of VAT~~ codes ~~configured in the system~~ using the {{Button\|Lookup}} button to the right of the entry ~~field~~. The screen will pop-up a window ~~to select a VAT code~~. You can ~~configure VAT codes~~ in the ~~[[VAT Codes]] screen~~.		* ''VAT Code'' - the VAT code used by the customer. You can maintain these in the [[VAT Codes]] screen. You can look up the available carrier codes using the {{Button\|Lookup}} button to the right of the value entry. The screen will display a pop-up window listing the available values. You can filter the values on the list by typing in the provided filter box and clicking the Filter button. You can select a value from the list, or cancel the look up by closing the window.
	* ''Currency Code'' - the currency code used by the customer. You can look up ~~a list of~~ currency codes ~~configured in the system~~ using the {{Button\|Lookup}} button to the right of the entry ~~field~~. The screen will pop-up a window ~~to select a currency code~~. You can ~~configure currency codes~~ in the ~~[[Currencies]] screen~~.		* ''Currency Code'' - the currency code used by the customer. You can maintain these in the [[Currencies]] screen. You can look up the available currency codes using the {{Button\|Lookup}} button to the right of the value entry. The screen will display a pop-up window listing the available values. You can filter the values on the list by typing in the provided filter box and clicking the Filter button. You can select a value from the list, or cancel the look up by closing the window.
	* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.		* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.
	* ''Payment Term Days''.		* ''Payment Term Days''.
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	{{~~ContactsSection~~}}		{{NotesSection}}


	{{~~NotesSection~~}}		{{ContactsSection}}

Anw: Minor formatting changes.

2019-11-18T16:14:32Z

Minor formatting changes.

← Older revision		Revision as of 18:14, 18 November 2019
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	\|Consolidate with others \|\|Allow Consolidate with other companies orders \|\|Allow the consolidation of orders with orders placed by other companies \|\|DropDownList \|\|Yes,No		\|Consolidate with others \|\|Allow Consolidate with other companies orders \|\|Allow the consolidation of orders with orders placed by other companies \|\|DropDownList \|\|Yes,No
	\|-		\|-
	\|Fuel Base Price \|\|Fuel Base Price \|\|Fuel surcharge to be calculated and charged on variation of current price versus contract base price \|\|TextBox \|\|		\|Fuel Base Price \|\|Fuel Base Price \|\|Fuel surcharge to be calculated and charged on variation of current price versus contract base price \|\|TextBox \|\|
	\|-		\|-
	\|Order Delivery Confirm Req \|\|Order Delivery Confirmation Required \|\|Order Delivery Confirmation Required \|\|DropDownList \|\|Yes,No		\|Order Delivery Confirm Req \|\|Order Delivery Confirmation Required \|\|Order Delivery Confirmation Required \|\|DropDownList \|\|Yes,No

Anw: Categorisation of document pages

2019-10-31T11:58:02Z

Categorisation of document pages

← Older revision		Revision as of 13:58, 31 October 2019
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	[[Category:Maintenance]]		[[Category:Maintenance]]
	[[Category:Organisation Data]]		[[Category:Organisation Data]]
	[[Category:UG 331692 CTL-TMS Reference Guide\|~~100~~]]		[[Category:UG 331692 CTL-TMS Reference Guide\|220-{{PAGENAME}}]]

Anw: Categorisation of document pages

2019-10-31T11:00:13Z

Categorisation of document pages

← Older revision		Revision as of 13:00, 31 October 2019
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	[[Category:Maintenance]]		[[Category:Maintenance]]
	[[Category:Organisation Data]]		[[Category:Organisation Data]]
	[[Category:CTL-TMS Reference Guide\|100]]		[[Category:UG 331692 CTL-TMS Reference Guide\|100]]

Anw: Added - v1.00.01.31778 - buttons

2019-10-30T17:12:58Z

Added - v1.00.01.31778 - buttons

← Older revision		Revision as of 19:12, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* ~~'''~~New~~'''~~ - create a new record.		* {{Button\|New}} - create a new record.
	* ~~'''~~Save~~'''~~ - save a new record or changes to an existing record.		* {{Button\|Save}} - save a new record or changes to an existing record.
	* ~~'''~~Delete~~'''~~ - delete an existing record.		* {{Button\|Delete}} - delete an existing record.
	* ~~'''~~Help~~'''~~ - help on this screen.		* {{Button\|Help}} - help on this screen.
	* ~~'''~~Undo~~'''~~ - undo change made since last save.		* {{Button\|Undo}} - undo change made since last save.
	* ~~'''~~Clear~~'''~~ - clear all fields.		* {{Button\|Clear}} - clear all fields.
	* ~~'''~~Toggle~~'''~~ - toggle display of all accordion headers.		* {{Button\|Toggle}} - toggle display of all accordion headers.


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	* ''Company Number''		* ''Company Number''
	* ''VAT Reg No''.		* ''VAT Reg No''.
	* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the ~~look-up~~ button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carriers]] screen.		* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the {{Button\|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carriers]] screen.


	== Invoicing section ==		== Invoicing section ==
	* ''Accounting Code''.		* ''Accounting Code''.
	* ''VAT Code'' - the VAT code used by the customer. You can look up a list of VAT codes configured in the system using the ~~look-up~~ button to the right of the entry field. The screen will pop-up a window to select a VAT code. You can configure VAT codes in the [[VAT Codes]] screen.		* ''VAT Code'' - the VAT code used by the customer. You can look up a list of VAT codes configured in the system using the {{Button\|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a VAT code. You can configure VAT codes in the [[VAT Codes]] screen.
	* ''Currency Code'' - the currency code used by the customer. You can look up a list of currency codes configured in the system using the ~~look-up~~ button to the right of the entry field. The screen will pop-up a window to select a currency code. You can configure currency codes in the [[Currencies]] screen.		* ''Currency Code'' - the currency code used by the customer. You can look up a list of currency codes configured in the system using the {{Button\|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a currency code. You can configure currency codes in the [[Currencies]] screen.
	* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.		* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.
	* ''Payment Term Days''.		* ''Payment Term Days''.


	{{~~AddressDetailsSection~~}}		{{AddressesSection}}

Anw: Minor correction

2019-10-24T13:25:33Z

Minor correction

← Older revision		Revision as of 15:25, 24 October 2019
Line 52:		Line 52:
	* ''Company Number''		* ''Company Number''
	* ''VAT Reg No''.		* ''VAT Reg No''.
	* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[~~Carrier~~]] screen.		* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carriers]] screen.

Anw: Added - v0.00.01.25

2019-10-23T08:17:06Z

Added - v0.00.01.25

← Older revision		Revision as of 10:17, 23 October 2019
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	* ''VAT Reg No''.		* ''VAT Reg No''.
	* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carrier]] screen.		* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carrier]] screen.


	== Invoicing section ==		== Invoicing section ==
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	~~== Addresses section ==~~		{{AddressDetailsSection}}


	== Parameters ~~section ==~~		{{ParametersSection\|Customer Parameters}}
	~~You can set parameters against the role to control functionality available for the customer.~~

	~~You can select a parameter to add using the provided Select Parameter drop-down list and clicking the '''Add''' button.~~		The following parameters are currently available:

	~~The available parameters are configurable in the [[Customer Parameters]] screen.~~

	The following parameters are available:
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
	\|- bgcolor="silver"		\|- bgcolor="silver"
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	\|Order Received Confirm Req \|\|Order Received Confirmation Required \|\|Order Received Confirmation Required \|\|DropDownList \|\|Yes,No		\|Order Received Confirm Req \|\|Order Received Confirmation Required \|\|Order Received Confirmation Required \|\|DropDownList \|\|Yes,No
	\|}		\|}

	~~Once you have selected the parameter, you can enter the value - in general, the screen will validate the value or will provide a list of values to select, depending on the parameter settings.~~

	~~You can remove a parameter by clicking the '''Delete''' button next to the parameter value.~~


	~~== Contacts section ==~~
	~~You can add any number of contacts against a location.~~

	~~You can add a contact by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:~~
	* ''Title''.
	* ''Forename''.
	* ''Surname''.
	* ''Job Title''.
	* ''Contact Mediums'' - a list of all contact media for the customer.
	* ''Primary Phone''.
	* ''Primary Email''.
	* ''Primary Mobile''.

	~~You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above.~~
	~~Additional contact media:~~
	* ''Email''.
	* ''Fax''.
	* ''Mobile''.
	* ''Skype''.
	* ''Facebook''.
	* ''Twitter''.


	~~== Notes section ==~~		{{ContactsSection}}
	~~You can add notes to the location through the Notes section.~~

	~~You can click the Add button in the Notes section to create a new note. This will be tagged with your user name and date/time.~~

	~~Any notes may be removed by clicking the '''x''' in the corner of the note.~~		{{NotesSection}}

Anw: Added - v0.00.01.25

2019-10-22T14:49:21Z

Added - v0.00.01.25

← Older revision		Revision as of 16:49, 22 October 2019
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	This screen allows you to maintain the customers in the system.		This screen allows you to maintain the customers in the system.


			<gallery widths=600px heights=350px perrow=1>
			Image:CTLTMS-Customers1.PNG\|''Caption1''
			</gallery>


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	Any notes may be removed by clicking the '''x''' in the corner of the note.		Any notes may be removed by clicking the '''x''' in the corner of the note.



	[[Category:Maintenance]]		[[Category:Maintenance]]
	[[Category:Organisation Data]]		[[Category:Organisation Data]]
			[[Category:CTL-TMS Reference Guide\|100]]

Anw: Added - v0.00.01.25

2019-10-22T14:47:05Z

Added - v0.00.01.25

New page

This screen allows you to maintain the customers in the system.

You can query data by and/or choose to display data as follows:
* ''Code''.
* ''Name''.
* ''Group''.
* ''Organisation Code''.
* ''VAT Reg No''.
* ''Country Code''.
* ''Company Number''.
* ''Accounting Code''.
* ''VAT Code''.
* ''Currency Code''.
* ''Invoice Frequency''.
* ''Payment Term Days''.
* ''Active''.
* ''Created By''.
* ''Created Date''.
* ''Last Updated By''.
* ''Last Updated Date''.
* ''Last Active Change By''.
* ''Last Active Change Date''.
* ''Last Process Id''.
* ''Update Counter''.

The following actions are available on the Details panel:
* '''New''' - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* '''Help''' - help on this screen.
* '''Undo''' - undo change made since last save.
* '''Clear''' - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.

You can change or add the following information:

== Details section ==
* ''Code''.
* ''Name''.
* ''Group'' - a drop-down list of customer groups configured in the system. You can configure customer groups in the [[Customer Groups]] screen.
* ''Organisation Code'' - a drop-down list of organisations configured in the system. You can configure organisations in the [[Organisation]] screen.
* ''Country Code'' - a drop-down list of countries configured in the system. You can configure countries in the [[Countries]] screen...
* ''Company Number''
* ''VAT Reg No''.
* ''Carrier'' - the carrier code used by the customer. You can look up a list of carrier codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carrier]] screen.

== Invoicing section ==
* ''Accounting Code''.
* ''VAT Code'' - the VAT code used by the customer. You can look up a list of VAT codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a VAT code. You can configure VAT codes in the [[VAT Codes]] screen.
* ''Currency Code'' - the currency code used by the customer. You can look up a list of currency codes configured in the system using the look-up button to the right of the entry field. The screen will pop-up a window to select a currency code. You can configure currency codes in the [[Currencies]] screen.
* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.
* ''Payment Term Days''.

== Addresses section ==

== Parameters section ==
You can set parameters against the role to control functionality available for the customer.

You can select a parameter to add using the provided Select Parameter drop-down list and clicking the '''Add''' button.

The available parameters are configurable in the [[Customer Parameters]] screen.

The following parameters are available:
{| class="wikitable" border="1"
|- bgcolor="silver"
!Label !!Description !!Long Description !!Type !!Values
|-

|Consolidate with others ||Allow Consolidate with other companies orders ||Allow the consolidation of orders with orders placed by other companies ||DropDownList ||Yes,No
|-
|Fuel Base Price ||Fuel Base Price ||Fuel surcharge to be calculated and charged on variation of current price versus contract base price ||TextBox ||
|-
|Order Delivery Confirm Req ||Order Delivery Confirmation Required ||Order Delivery Confirmation Required ||DropDownList ||Yes,No
|-
|Order Received Confirm Req ||Order Received Confirmation Required ||Order Received Confirmation Required ||DropDownList ||Yes,No
|}

Once you have selected the parameter, you can enter the value - in general, the screen will validate the value or will provide a list of values to select, depending on the parameter settings.

You can remove a parameter by clicking the '''Delete''' button next to the parameter value.

== Contacts section ==
You can add any number of contacts against a location.

You can add a contact by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
* ''Title''.
* ''Forename''.
* ''Surname''.
* ''Job Title''.
* ''Contact Mediums'' - a list of all contact media for the customer.
* ''Primary Phone''.
* ''Primary Email''.
* ''Primary Mobile''.

You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above.
Additional contact media:
* ''Email''.
* ''Fax''.
* ''Mobile''.
* ''Skype''.
* ''Facebook''.
* ''Twitter''.

== Notes section ==
You can add notes to the location through the Notes section.

You can click the Add button in the Notes section to create a new note. This will be tagged with your user name and date/time.

Any notes may be removed by clicking the '''x''' in the corner of the note.

[[Category:Maintenance]]
[[Category:Organisation Data]]