Customer Additional Procedures

Using the Customer Reference ID Feature

This feature lets you add the customer’s P/O number to their statement. You can select order number, short purchase order number, or long purchase order number. This information is printed on the customer's statement and is stored in C-MANIFEST. You can use the information in this box with Report Writer. For this feature to work, you must have the Prompt for Cust ID field in the (LG7) parameters screen set to either Y or R.

Note: This feature requires authorization. Contact ECI² Sales for more information.

1. Go to the (LG7) screen and type C in the Action field.

2. In the Tender Code field, type 3. The (LG7) Tender Code Master screen opens.

3. If you are using the Customer Reference ID feature, tab to the Prompt for Cust ID field. You must enter either Y or R for this feature to work. Type Y to give you the option to enter a customer’s identification code. Type R to require you to enter a customer’s identification code before continuing the transaction.

4. Press Enter.

5. Go to the Customer window to set up the Customer database.

6. In the Customer window, retrieve the customer as you normally would.

7. Click the Order Entry tab.

8. Click the down arrow in the Default Credit Card Cust Ref Id box. Select order number, short purchase order number, or long purchase order number.

Note: If the Default Credit Card Cust Ref ID box does not appear on the Customer Order Entry tab, either you are not properly authorized or the (LG7) parameter is not set. Repeat Steps 1 and/or 2 to correct the problem.

9. When finished, click .

Return to:

Setting Up Credit Cards

About Credit Card Processing and Approval Link 3

About Credit Card Processing and Approval Link 4

See also:

Configuring the (LG7) Screen for Approval Link 4