Customer Service:CNS - Duplicate Management - Revision history

Norwinu at 06:45, 19 December 2020

2020-12-19T06:45:25Z

Ravindera: /* Steps to Delete Records */

2020-03-09T18:48:56Z

Steps to Delete Records

Ravindera: /* Steps to Delete Records */

2020-03-05T18:08:13Z

Steps to Delete Records

Nancyn at 23:00, 30 January 2020

2020-01-30T23:00:06Z

Nancyn at 22:59, 30 January 2020

2020-01-30T22:59:23Z

Nancyn at 17:11, 7 August 2019

2019-08-07T17:11:48Z

Nancyn: Created page with "==Entering CNS Main Info Contact== Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels #Select '''3 CNS -- Co..."

2019-06-28T17:31:43Z

Created page with "==Entering CNS Main Info Contact== Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels #Select '''3 CNS -- Co..."

New page

==Entering CNS Main Info Contact==
Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Store name to ensure you do not enter a duplicate entry
#Press '''F6''' to add a new record
#Enter '''MAIN INFO''' under First Name
#Enter '''Store Name''' under Surname
#Enter '''Y''' for Publish to Lotus Notes
#Enter '''MANUAL''' under Source Code for Name
#Enter '''Y''' under Allowed on Web
#Press '''Enter'''

[[File:Nancy45.PNG|400px]]

===Entering Cust/Links===
#Press '''F11''' to link to Customer Account
#Press '''F6''' to add new record
#Enter '''account number''' under link to Customer/Vendor
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''

===Entering Roles===
#Press '''F8''' to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
#Press '''F6''' to add record
#Enter '''Account number''' under Customer/Vendor
#Enter '''REMADEM''' under Role Code
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (WORKPH, WORKFX, WORKEM, ORDCON & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering CNS Individual Contact==
You do not have to enter the main telephone or fax numbers if they have been entered in '''MAIN INFO'''.

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Individual name to ensure you do not enter a duplicate entry
#Press '''F6''' to add a new record
#Enter Salutation
#Enter First Name
#Enter Surname
#Enter '''Y''' for Publish to Lotus Notes
#Enter '''MANUAL''' under Source Code for Name
#Enter '''Y''' under Allowed on Web
#Press '''Enter'''

===Entering Cust/Links===
#Press '''F11''' to link to Customer Account
#Press '''F6''' to add new record
#Enter '''account number''' under link to Customer/Vendor
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''

===Entering Roles===
#Press '''F8''' to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
#Press '''F6''' to add record
#Enter '''Account number''' under Customer/Vendor
#Enter Role Code (STORE OWN, PHARMACIST, MANAGER, RMADEM (if contact is the remittance advice contact)
#Enter Effective Dates (ending date should be Dec 31 50)
#Press '''Enter'''
#Press '''F12''' to move back until you reach the CNS - Enter/Update Contact Names screen

[[File:Nancy46.PNG|400px]]

===Entering Addresses===
#Press '''F8''' (Phone/Email)
#Press '''F6''' to add a record
#Enter Effective Dates (ending date should be Dec 31 50)
#Enter each Type (CELLPH & RMADEM)
#Enter Phone/Email or Fax dialing string
#Enter '''AC''' under Status
#Press '''Enter'''
#Press '''F12'''

[[File:Nancy47.PNG|400px]]

==Entering Documents List==
You must enter the main email and fax addresses to documents list which will be the default for any invoice/credit notes sent to the customer

#Select '''3 CNS -- Contacts'''
#Select '''5 Show documents list'''
#Press '''Enter'''
#Enter '''DS''' next to INVOICE
#Press '''Enter'''
#Enter '''Customer number''' under Cust/Vendor
#Press '''Enter'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Email''' under Mode and '''WORKEM''' under Dist Type
#Press '''Enter'''
#Press '''F12'''
#Press '''F6''' to add a new record
#Enter '''?''' under Related to Customer/Vendor
#Press '''Enter'''
#Enter '''Customer number''' under Code
#Press '''Enter'''
#Enter '''1''' next to Cust number and press '''enter'''
#Enter '''?''' under Contact to Customer Vendor Link
#Press '''Enter'''
#Enter '''Customer number''' under Cust Link
#Press '''Enter'''
#Enter '''1''' next to Main INFO contact and press '''enter''
#Enter '''Fax''' under Mode and '''WORKFX''' under Dist Type
#Press '''Enter'''
#Press '''F12'''

[[Category:Workflows-Customer Service]]
[[Category:CNS]]

@@ Line 3: / Line 3: @@
 *Every 3 months, the CNS Management Coordinator will check for duplicate records.
-#Select '''3 Show list of names'''
+#Goto 5 Show documents list and enter '''5''' and press '''enter'''
 [[Category:Workflows-Customer Service]]

@@ Line 2: / Line 2: @@
 *An effective CNS Management system will ensure that there are no duplicates and if there are duplicates identified, all links must be checked prior to the deletion.
 *Every 3 months, the CNS Management Coordinator will check for duplicate records.
 ==Steps to Delete Records==
 #Select '''3 CNS -- Contacts'''

@@ Line 1: / Line 1: @@
 ==Entering CNS Main Info Contact==
-CNS Management requires the administrator to ensure there are no duplications and if records are deleted, all links must be checked prior to deletion.
+*An effective CNS Management system will ensure that there are no duplicates and if there are duplicates identified, all links must be checked prior to the deletion.
 ==Common Duplications or Errors==

← Older revision		Revision as of 17:11, 7 August 2019
Line 1:		Line 1:
	==Entering CNS Main Info Contact==		==Entering CNS Main Info Contact==
		+	CNS Management requires the administrator to ensure there are no duplications and if records are deleted, all links must be checked prior to deletion.
⚫	Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels
		+
		+	==Common Duplications or Errors==
		⚫	*Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels
		+
		+	==Steps to Delete Records==
		+

	#Select '''3 CNS -- Contacts'''		#Select '''3 CNS -- Contacts'''

@@ Line 9: / Line 9: @@
 #Enter Store name to ensure you do not enter a duplicate entry
 #Press '''Enter'''
 ===Entering Roles===
 #Enter '''Account number''' under Customer/Vendor
 #Enter '''REMADEM''' under Role Code