Customer List MBCA

EDIT UNLOCK

Click Edit | Unlock to unlock a customer that has been locked either by another user or through background processing. Care must be taken when doing this to ensure that the customer is not currently locked for a valid reason.

ADDRESS VIEW

Click Address | View to display the Customer Address screen MBCC in view mode.

ADDRESS AMEND

Click Address | Amend to display the Customer Address screen MBCC in update mode.

CONTROLS VIEW

Click Controls | View to display the Customer Controls screen MBCD in View mode.

CONTROLS AMEND

Click Controls | Amend to display the Customer Controls screen MBCD in Update mode.

CLASSIFICATIONS VIEW

Click Classifications | View to display the Customer Classifications screen MBC8 in View mode.

CLASSIFICATIONS AMEND

Click Classifications | Amend to display the Customer Classifications screen MBC8 in Update mode.

ELEMENT VIEW

Click Element | View to display the Customer Element screen MBCE in View Mode. Only available when ICA in use.

ELEMENT AMEND

Click Element | Amend to display the Customer Element screen MBCE in Update Mode. Only available when ICA in use.

BANK VIEW

Click Bank | View to display the Customer Bank Account screen MBC2 in View Mode.

BANK AMEND

Click Bank | Amend to display the Customer Bank Account screen MBC2 in update Mode.

CUSTOMER TURNOVER

Click Customer | Turnover to display the Customer Turnover screen MBCH.

CUSTOMER INVOICE ADDRESS

Click Customer | Invoice Address to display the Invoice Address screen MBBS.

CUSTOMER TRANSACTIONS LIST

Click Customer | Transactions List to display a list of transactions for the selected customer MCP2.

CUSTOMER VOLUME

Click Customer | Volume to display details of the volume turnover for a selected customer. This is only available for UATP Card Billing customers MCDZ.

CUSTOMER APPROVE

Click Customer | Approve to tranasfer to the customer name screen MBCB with the Approve action. Click Approve again to approve a customer for use.

CUSTOMER REJECT

 Click Customer | Reject to transfer to the customer name screen MBCB with the Reject action. Click Reject again to reject a customer.

STRUCTURES STRUCTURE LIST

Click Structures | Structure List to display a list of all structures to which this customer has been attached MCSA.

STRUCTURES STRUCTURE ENQUIRY

Click Structures | Structure Enquiry to display a list of all transactions for a specific structure linked to this customer. Note that this enquiry will use your user structure defaults to build the initial transaction list MCPL.

STRUCTURES CARD LIST

Click Structures | Card List to display a list of all Card Numbers that bill to this Customer MCCG.

CREDIT RATING VIEW HISTORY

Click Credit Rating | View History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.

CREDIT RATING AMEND LATEST

Click Credit Rating | Amend Latest to display the Credit Rating Maintenance screen MBC3 for reviewing or entering new credit rating details for the selected customer. Applicable only if using Credit Manager.

CREDIT RATING AMEND HISTORY

Click Credit Rating | Amend History to display the Credit Rating Maintenance screen MBC3 for reviewing the credit history of the selected customer. Applicable only if using Credit Manager.

STATEMENT SET

Click Statement | Set to set an initial statement value and date for a new customer. These values can be used to pass on to a customer wishing to register to use the e-customer portal MBCO.

STATEMENT VIEW

Click Statement | View to view the last statement value and date for a customer. These values can be used to pass on to a customer wishing to register to use the e-customer portal MBCO.

DD MANDATES

Click DD | Mandates to tranasfer to the Direct Debit Mandate list MAAO for this customer.

DD COLLECTIONS

Click DD| Collections to transfer to the Direct Debit Collections list MBWZ for this customer.