ID No. Maintenance - Update Scenarios

Scenario 1: Change CIF ID No. and Customer Name

Details

Step 1

From the Tree Menu, search for the ID No. Maintenance function, and then click once on it.

Step 2

System will display the Customer Search Criteria panel.

Step 3

Proceed to input the search criterion.

Step 4

Then, click once on the relevant search criterion button.

Step 5

System will retrieve records of existing customer and displayed accordingly at the Customer Listing pop-up window, if there are more than one record found.

Step 6

Double-click on an existing customer record.

Step 7

The details of the selected customer will be displayed at the 'Customer Information' panel, and the 'Change ID & Name' sub-panel.

Step 8

Proceed to key in the 'new' value at the following fields, located at the 'Change ID & Name' sub-panel, whichever applicable:-

  • ID Type

  • Customer ID

  • Customer Name

Step 9

Click once on the Save button to save all data. Upon confirmation on data saving, system will capture and save data updated.

Note: Click once on the Cancel icon, to discard all changes made.