Master Data Customer Workflow Diagram


 No workflow shall be required for the Master Data form. This form shall be used to record the material records in the system. 


Master Data Customer Form Sections and Fields

  1. Details Section




Fields

Field Explanation

System Number

  • Allow free text entry.

Customer Name

  • Allow free text entry.

Customer Number

  • Allow free text entry.

Active?

  • Allow to specify whether the customer is active.

Primary Contact Name

  • Read only field, displays the Name from Contacts section if the contact is set as Primary Contact

Title

  • Read only field, displays the Title from Contacts section if the contact is set as Primary Contact

Email

  • Read only field, displays the Email from Contacts section if the contact is set as Primary Contact

Phone

  • Read only field, displays the Phone from Contacts section if the contact is set as Primary Contact

Address 

  • Read only field, displays the Address from Contacts section if the contact is set as Primary Contact

Suburb

  • Read only field, displays the Suburb from Contacts section if the contact is set as Primary Contact

State

  • Read only field, displays the State from Contacts section if the contact is set as Primary Contact

Post Code

  • Read only field, displays the Post Code from Contacts section if the contact is set as Primary Contact

Country

  • Read only field, displays the Country from Contacts section if the contact is set as Primary Contact
  1. Feedback History Section



Field

Field Explanation

Open Feedback

  • Read only field, displays all Pending Customer Feedback records for the Customer

Closed Feedback

  • Read only field, displays all Closed  Customer Feedback records for the Customer


  1. Contact Number Section

Field

Field Explanation

Primary Contact?

  • Allow user to specify whether the contact is a Primary Contact

Title

  • Allow free text entry.

Email

  • Allow free text entry.

Phone

  • Allow free text entry.

Address

  • Allow free text entry.

Suburb

  • Allow free text entry.

State

  • Allow free text entry.

Post code

  • Allow free text entry.

Country

  • Allow free text entry.