Define/Modify Customer Information

Explanation

Use this activity to view or modify the customer information on a work task such as:

• Contact information, i.e. the contacts name and phone number.
• Order/Invoice information - such as customer number, service contract and service line number, Order type, and currency.
• After sales information - enter the customer order reference to view related information.

Prerequisites

• A work task must exist.
• Customer should be connected to the work task.
• Service contract and service line for the customer and object should be created in IFS/Service Contract, Service Contract.

System Effects

N/A

Window

Work Task
Work Tasks
Prepare Work Order
Report In Work Order
Work Order Structure

Related Window Descriptions

Work Task
Work Tasks
Prepare Work Order
Report In Work Order
Work Order Structure

Procedure

Use following procedure to modify customer information on Work Task window:

1. Query the appropriate work task. (F3).
2. Select the Customer tab.
3. Enter information on relevant fields as required. Use the List of values where appropriate.

Use following procedure to modify customer information on Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window:

1. Query the work order and then select the appropriate work task. (F3).
2. Enter information on relevant fields as required. Use the List of values where appropriate.