Customer Information Panels in PeopleSoft

This guide provides a comprehensive overview of navigating Customer Information Panels in PeopleSoft. It offers step-by-step instructions, tips for optimal searches, and insights into key features like credit profiles and order options. By following this guide, users can enhance their understanding of customer data management, streamline their workflow, and improve customer service interactions.

Jennifer Cummings
52 steps
2 minutes

Click "Main Menu"

Click "Customers"

Click "Customer Information"

Click "Customer Lookup"

Enter any combination of values and click SEARCH to locate customer account. Use % as wildcard.

Standard Recommendation for best/fast results: street number and portion of zip code.

Alert! When multiple options appear, choose the "best" match. Consider information related to age of account, most recent order, volume of orders, account notes, etc.

Tip! The next pages will take you through the tabs in General Information for Customers.

Click "Main Menu"

Click "Customers"

Click "Customer Information"

Click "General Information"

Enter Customer Account number (C#) or enter information to search.

Click "Search"

Tip! The screen shots will focus on areas to be familiar with. Areas not highlighted or reviewed are less likely to be used.

Basic Highlights for General Info Page.

When you click "ship to selection" words in BLUE - you will see the billable customer numbers. Click "general info" to return to the main general information pages.

When you click "sold to selection" words in BLUE - you will see the shipable customer numbers. Click General Info to return to the main general information page.

Location Information

Address Detail

Click "View Phone Information" to see phone number \*note that this number may not be relevant. Google is often preferred.

See Phone Display:

K Cust Addr - rarely used.

Bill to Options Part 1 Bill sort group - when KEY or MTY, forward call/information/service tickets to the key account team.

Bill To Options part 2

Ship to Options. Partial Schedules: does customer allow partial line quantity to ship? EX: customer orders 2 balls, only 1 ball is in stock. Can we ship just the 1 ball? Partial Order: does customer allow partial orders to ship? EX: customer orders a ball and a bat. The ball is in stock, but the bat is backordered. Can we ship the ball now or do we have to wait until both the ball and bat are in stock? REFERRED to as 100% complete. Cancel Backorder: does customer want their backorders cancelled automatically? EX: On an order for the ball and bat, does the system automatically cancel the backordered bat (without alerting customer)?

Sold to Options - rarely used.

Credit Profile - view credit limit. This may also be viewed on collections workbench. If credit limit is $0.01 - customer must prepay their order(s) or send a credit application for review.

Customer Group Info - defaults detail UNLESS sales contract (SCON). SCON = buying agreement number that holds information related to their discount and freight terms or other special buying patterns. Visit Buying Agreements to view details.

Click right arrow to advance.

K Cust Flags Dropdown reflects options to alter invoicing or other system behaviors for that customer.

Click drop-down and scroll to view options. Note Active/Inactive state and the associated effective date.

Kcustflag List

Miscellaneous General Info - use to view Subcustomer 1 & 2. Also referred to as the customer's classification. What type of customer are they for Kaplan?

SUB CUSTOMER INFO

Notes: information added over time relevant to different behaviors of customer.

Cust - Melissa: reviews address against postal verification.

Basic Melissa Data codes:

Cust - Region

Tip! Region codes are associated with zip codes, unless KEY. Key Accounts has codes that are specific to each customer, regardless of state. Use our website area "meet our reps" to find a customer's specific sales representative for state based assistance.

Cust - Vertex This panel is fed to Kaplan from our tax software "Vertex". We do not do anything on this panel. Read-only.

Cust - Exempt Will the customer be charged tax on their order?

Return to 1st TAB: General Info and click the dropdown for "General info Links"

Click dropdown.

Click "...More" / first selection 0020-Additional General Info

Under Additional information, the Standard ID Qualifier is used to indicate a myKaplan customer account. The qualifier may be "key" or "web". The ID number indicates which main myKaplan account they are associated to.

Example of Standard ID information in use:

Click "General Info" link to return to main page.

Click Dropdown for more options.

Click "...More" Areas to review: Notes & Messages & Attachments (tax exempt certificate copies) Other selections are not used by team or are just shortcuts to the tab.

Notes: Note details will 1-2 notes in the create/update order, dependent on sequence of note or date. Notes indicate changes or behavior needs of the account.

Messages: Message will show on the create/update order and in collections workbench. These are alerts that should draw your attention to more information or behavior needed about the customer. To Add, be in correct history mode, click magnifying glass and choose appropriate option. Action will default based on code selected. Ensure start/end dates are appropriate. SAVE if needed.

Example of code: AZCSP

Attachments On the customer, attachments are mainly tax exemption forms. Click view to view document. Up to 3 attachments may be added to a customer. Use + sign and go through, "add", browse, upload, etc. SAVE.

To view a new customer number, click on the General Information in the crumb path.

A blank Valid Values/Search Box will appear.

Customer Information Panels in PeopleSoft

Jennifer Cummings
52 steps
2 minutes

Click "Main Menu"

Click "Customers"

Click "Customer Information"

Click "Customer Lookup"

Enter any combination of values and click SEARCH to locate customer account. Use % as wildcard.

Standard Recommendation for best/fast results: street number and portion of zip code.

Alert! When multiple options appear, choose the "best" match. Consider information related to age of account, most recent order, volume of orders, account notes, etc.

Tip! The next pages will take you through the tabs in General Information for Customers.

Click "Main Menu"

Click "Customers"

Click "Customer Information"

Click "General Information"

Enter Customer Account number (C#) or enter information to search.

Click "Search"

Tip! The screen shots will focus on areas to be familiar with. Areas not highlighted or reviewed are less likely to be used.

Basic Highlights for General Info Page.

When you click "ship to selection" words in BLUE - you will see the billable customer numbers. Click "general info" to return to the main general information pages.

When you click "sold to selection" words in BLUE - you will see the shipable customer numbers. Click General Info to return to the main general information page.

Location Information

Address Detail

Click "View Phone Information" to see phone number \*note that this number may not be relevant. Google is often preferred.

See Phone Display:

K Cust Addr - rarely used.

Bill to Options Part 1 Bill sort group - when KEY or MTY, forward call/information/service tickets to the key account team.

Bill To Options part 2

Sold to Options - rarely used.

Credit Profile - view credit limit. This may also be viewed on collections workbench. If credit limit is $0.01 - customer must prepay their order(s) or send a credit application for review.

Click right arrow to advance.

K Cust Flags Dropdown reflects options to alter invoicing or other system behaviors for that customer.

Click drop-down and scroll to view options. Note Active/Inactive state and the associated effective date.

Kcustflag List

Miscellaneous General Info - use to view Subcustomer 1 & 2. Also referred to as the customer's classification. What type of customer are they for Kaplan?

SUB CUSTOMER INFO

Notes: information added over time relevant to different behaviors of customer.

Cust - Melissa: reviews address against postal verification.

Basic Melissa Data codes:

Cust - Region

Cust - Vertex This panel is fed to Kaplan from our tax software "Vertex". We do not do anything on this panel. Read-only.

Cust - Exempt Will the customer be charged tax on their order?

Return to 1st TAB: General Info and click the dropdown for "General info Links"

Click dropdown.

Click "...More" / first selection 0020-Additional General Info

Example of Standard ID information in use:

Click "General Info" link to return to main page.

Click Dropdown for more options.

Click "...More" Areas to review: Notes & Messages & Attachments (tax exempt certificate copies) Other selections are not used by team or are just shortcuts to the tab.

Notes: Note details will 1-2 notes in the create/update order, dependent on sequence of note or date. Notes indicate changes or behavior needs of the account.

Example of code: AZCSP

To view a new customer number, click on the General Information in the crumb path.

A blank Valid Values/Search Box will appear.