Defining an organization's advanced customer attributes

You can specify that customers are managed by an external customer master data system.

About this task

To specify that customers are managed by an external customer master data system:

Procedure

  1. From the tree in the application rules side panel, choose Participant Modeling > Participant Setup. The Organization Search window displays in the work area.
  2. If you are creating an organization, click the Create New icon. The Create Organization pop-up window displays. Enter applicable information and choose the Save icon. The Organization Details window displays.

    -or-

    If you are modifying an organization, enter the applicable search criteria and choose the Search icon. A list of organizations displays. Select the applicable organization and choose the Details icon. The Organization Details window displays.

  3. From the Roles & Participation tab in the Organization Details window, choose Advanced Attributes.
  4. Choose the Customer tab.
  5. Select the Customers Managed Externally option. When customers are maintained externally, the YCPManageCustomerUE is invoked. For information about the field values in the Customer tab, refer to the Customer Tab table.
  6. Choose the Save icon.