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Create a Business Customer Definition

Question & Answer


Question

Create a Business Customer Definition

Answer

Create a Business Customer Definition

About this task

Asa System Administrator or an Enterprise Administrator you can createa Business Customer definition using the Create Customer screen.
Note: Thefields marked with * in the Create Customer screenare mandatory.

Procedure

  1. Navigate to the Create Customerscreen. To navigate to the Create Customer screen perform the followingsteps:
    1. Log in to Sterling Business Center asan administrator.
    2. From the Customer Home pageclick New Customer in the Customer dashlet.

      The Create Customer screen is displayed.

  2. In the Create Customer panel select BusinessCustomer.
  3. In the Customer ID box enter aunique identifier for the business customer.
  4. In the Organization Name box enterthe buyer organization's name.
  5. In the Parent Customer box to searchfor the parent customer of the business customer being created clickthe Search icon and perform the following stepsin the Basic Customer Search dialog box:
    1. Enter applicable search criteria and choose the Search icon.
    1. A list of customers is displayed. Select the check boxnext to the applicable customer record and then click Select.
  6. Click Save to save the businesscustomer definition.
"

[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10762641

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