Customer Source Information
The customer source information revision screen may be displayed automatically upon the addition of a new customer.
On Customer Source Information Revisions complete the following fields:
How Did You Hear About Us
Line of Business
Source Information Codes
Source Information Flags
The following fields will automatically be updated by system:
Source Document Type
Source Business Unit
Source Marketing Code
Date Account Opened
Account Opened By
| Name | Explanation |
|---|---|
| How Did You Hear About Us | A code that indicates how the customer heard about your company and products. |
| Source Information Codes | One of ten customer or consumer source information category codes reserved for customer use. |
| Source Information Flags | One of five customer or consumer source information flags reserved for customer use. |
| Line of Business | A code that designates a set of default codes for the customer or consumer. Codes that can be defaulted into customer based on line of business include Business Unit, Person/Corporation Code, Adjustment Schedule, Customer Price Group and Category Codes. |
| Source Document Type | The document type associated with the customer or consumer’s first transaction. The system supplies the data for this field. |
| Source Business Unit | The business unit with which the customer or consumer first transacted. The system supplies the data for this field. |
| Source Marketing Code | The marketing code associated with the customer or consumer’s first transaction. The system supplies the data for this field. |
| Date Account Opened | The date the account was entered in the Customer Database. The system supplies the data for this field. |
| Account Opened By | The person who entered the account in the Customer Database. The system supplies the data for this field. |