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This menu can be found on The La Crosse System
Master Menu option 15. The first screen
that displays is the Customer
Care Access screen. Click on the open book for an explanation of the
procedures within the Customer Care module. Click on the menu link below
the image to view changes in Revision 13. |
Location: 15 Customer Care Access
Filename: CCMU000
Customer Number Access
At the Cust #/Name: prompt, enter the customer name or partial customer name to access the customer alpha search.
At the Select Customer Choice Or E'nd or Display N'ext, Select Customer Choice, Or E'nd: N prompt, enter the line number of the desired customer.
At the Item Number: prompt, press Enter to access Customer Care activities for this customer.
Customer Name Access
At the Cust #/Name: prompt, enter the customer name or partial customer name to access the customer alpha search.
At the Select Customer Choice Or E'nd or Display N'ext, Select Customer Choice, Or E'nd: N prompt, enter the line number of the desired customer.
At the Item Number: prompt, press Enter to access Customer Care activities for this customer.
Customer Telephone Number Access
At the Cust #/Name: prompt, enter the customer telephone number or service phone index number (field 8 from Customer File Maintenance).
At the Item Number: prompt, press Enter to access the Customer Care activities for this customer.
Customer and Machine Access
At the Cust #/Name: prompt, enter the customer number, name, or telephone/phone index number.
At the Item Number: prompt, do one of the following:
Enter the item number of the customer's machine.
Enter a partial item number to perform an item number search.
Enter \ plus an item description or a partial item description to perform an item description search (i.e., \TONER for a search of all items with a description of TONER).
At the Select Item Choice Or E'nd: or Display N'ext, Select Item Choice, Or E'nd: N prompt, enter the line number of the desired item number.
Enter the line number of the desired serial number to access the Customer Care activities for this customer and machine.
Telesales/Sales Management Prospect Number Access
At the TS Or SM Prospect #: prompt, enter the telesales or sales management prospect number to access the Customer Care activities for this prospect.
Note: If the prospect is a customer, all of the Customer Care options are available. If the prospect is not a customer, only the Tele-Sales Activity/Order Entry and Inquiry or Sales Management Activity Entry and Inquiry options are available from the menu.
Item and Serial Number Access
At the Item Number: prompt, do one of the following:
Enter the item number of the customer's machine.
Enter a partial item number to perform an item number search.
Enter \ plus an item description or a partial item description to perform an item description search (i.e., \TONER for a search of all items with a description of TONER).
At the Select Item Choice Or E'nd: or Display N'ext, Select Item Choice, Or E'nd: N prompt, enter the line number of the desired item number.
At the Serial Number: prompt, do one of the following:
Enter the serial number of the machine.
Enter the initial character(s) of the serial number followed by an * (asterisk) to search for all serial numbers that begin with the input.
Enter an * (asterisk) followed by the ending character(s) of the serial number to search for all serial numbers that end with the input.
Enter the ID number of the machine, which is stored in the Serial File. Enter the exact ID number or the partial ID number followed by an * (asterisk) to search for all ID numbers that begin with the input.
Press Enter to display a list of all associated serial numbers, if applicable.
At the E'nd Or Select Individual Machine Choice or Display N'ext, E'nd Or Select Individual Machine Choice: prompt, enter the line number of the desired serial number.
If the machine is placed at a customer site, the Customer Care Data Entry menu displays with the customer and machine information in the header. If the machine is not placed at a customer site, the Customer Care menu displays with only the machine information in the header. Note: Many options on the Customer Care menu, such as Order and Invoice Entry, require customer information to be in place in order to be accessible. For this reason, these options are not available for machines that are not placed at a customer site.
To place a machine, select 20 Service Machine Placement from the Customer Care menu.
To remove a machine, select 21 Service Machine Removal from the Customer Care menu.
Serial Number Access
At the Serial Number: prompt, do one of the following:
Enter the serial number of the machine.
Enter the initial character(s) of the serial number followed by an * (asterisk) to search for all serial numbers that begin with the input.
Enter an * (asterisk) followed by the ending character(s) of the serial number to search for all serial numbers that end with the input.
Enter the ID number of the machine, which is stored in the Serial File. Enter the exact ID number or the partial ID number followed by an * (asterisk) to search for all ID numbers that begin with the input.
At the E'nd Or Select Individual Machine Choice or Display N'ext, E'nd Or Select Individual Machine Choice: prompt, enter the line number of the desired serial number.
If the machine is placed at a customer site, the Customer Care Data Entry menu displays with the customer and machine information in the header. If the machine is not placed at a customer site, the Customer Care menu displays with only the machine information in the header.Note: Many options on the Customer Care menu, such as Order and Invoice Entry, require customer information to be in place in order to be accessible. For this reason, these options are not available for machines that are not placed at a customer site.
To place a machine, select 20 Service Machine Placement from the Customer Care menu.
To remove a machine, select 21 Service Machine Removal from the Customer Care menu.
See also:
Rev 15 Changes
If the operator did item number search, and entered between 13 and 18 characters, the program would stop with an Invalid Subscript stop at line 9440. This has been corrected.
Rev 14 Changes
There was a problem if the operator tried to access a procedure that they did not have security to enter, and then they tried to access the Inquiries/File Maintenance menu option (option 26). The program would log off the user. A change was made to correct this problem. This correction was done while Revision 13 was being released and was added to Revision 13 at that time.
A new global option was added to Accounts Receivable Control File Maintenance. This is field 31 Display Machines During Alpha Customer Search In Customer Care (Y/N). If this field is set to Y for Yes, the machines placed at each customer site will display underneath the customer information. The operator will be asked “Enter Item Type To Display Or ‘CR’ For All Item Types”. The operator can narrow down the number of machines displayed on the search. The item number, serial number, location 1 and location 2 fields are displayed. Because of space limitations, only the first 16 characters of the 25 character location 2 field will be displayed.
Sample of inquiry screen:
A new Global option was added to the Accounts Receivable Control File Maintenance. This is field 32 Display Ship-To / Bill-To Cust No.During Alpha Search In CC (Y/N). If this field is set to Y, then during alpha customer name search, there will be a second line displayed. The Ship-To Customer Number and Bill-To Customer Number will be displayed on the second line. If the Global field is set to N for no, the second line will not display. Prior to Revision 14, the second line did not display.
Note: If the Global option to display customer’s machines during alpha search is activated, and the customer has several machines, the same customer may be displayed on more than one screen. The Ship-To Customer Number and Bill-To Customer Number will only display after the first time that the customer is displayed.
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