This topic describes the systematic instruction to create customer enrichment entries by mapping entry codes with appropriate product, event, payment mode, and so on.

1. On Home screen, click Receivables And Payables. Under Receivables And Payables, click Maintenance.
2. Under Maintenance, click Customer Enrichment. Under Customer Enrichment, click Create Customer Enrichment.
   The Create Customer Enrichment - Basic Information screen displays.

   Figure 3-35 Create Customer Enrichment - Basic Information

   
   

   
   Description of "Figure 3-35 Create Customer Enrichment - Basic Information"

   
   
3. Specify the fields on Create Customer Enrichment - Basic Information screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-18 Create Customer Enrichment - Basic Information - Field Description

   Field	Description
   Corporate	Click the Search icon and select the corporate to enrich the customer information. You can select both Customer and Non Customer.
   View Linked FCI Messages	Click the hyperlink to view the details of the FCI messages linked to the selected corporate.
   Customer Name	Displays the name of the selected corporate as fetched from the Customer or Non Customer maintenance.
   Extended Customer Name	Specify the extended name of the selected corporate, if required. This field can be utilized if the customer name cannot be specified within 35 characters.
   Address 1	Displays the address of the selected corporate as fetched from the Customer or Non Customer maintenance.
   Address 2	Displays the address of the selected corporate as fetched from the Customer or Non Customer maintenance.
   Address 3	Displays the address of the selected corporate as fetched from the Customer or Non Customer maintenance.
   Post Code	Displays the postal code/zip code of the selected corporate as fetched from the Customer or Non Customer maintenance.
   Country	Displays the country of the selected corporate as fetched from the Customer or Non Customer maintenance.

4. Click the View Linked FCI Messages hyperlink to view the details of the FCI messages linked to the corporate.
   The Linked FCI Message screen displays.

   Figure 3-36 Linked FCI Message

   
   

   
   Description of "Figure 3-36 Linked FCI Message"

   
   
5. Once the details are updated in the Basic Information tab, click Business Details tab.
   The Create Customer Enrichment - Business Details screen displays.

   Figure 3-37 Create Customer Enrichment - Business Details

   
   

   
   Description of "Figure 3-37 Create Customer Enrichment - Business Details"

   
   
6. Specify the fields on Create Customer Enrichment - Business Details screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-19 Create Customer Enrichment - Business Details - Field Description

   Field	Description
   Registration Number	Specify the registration number, if the selected corporate is a Customer. Displays the registration number, if the selected corporate is a Non Customer as fetched from the maintenance.
   Nature of Business	Specify the nature of business corporate is involved in.
   Responsible Agency	Specify the type of Registration Number code used.
   Other Factors	Specify the other import factors with whom the seller conducts the business i.e., if more one than factor is involved for the same corporate in the same country.
   Expected Total Seller Turnover	Specify the total turnover expected from the corporate.
   Expected Number of Buyers in your Country	Specify the number of buyers expected in the import factor's country for this corporate.
   Expected number of Invoices to your Country	Specify the expected number of invoices which will be raised on the import factor's country for this corporate.
   Expected number of Credit Notes to your Country	Specify the expected number of credit notes which will be raised on the import factor's country for this corporate.
   Expected Open Account Turnover to your Country	Specify the open account turnover to on the import factor's country for this corporate.
   Expected other Turnover to your Country	Specify any other turnover to on the import factor's country for this corporate.
   Normal Terms of Delivery	Specify the delivery terms, if any.
   Charge Back (%)	Specify the charge back percentage in cases of dispute.
   Charge Back Currency	Specify the currency of the charge back amount.
   Charge Back Amount	Specify the charge back amount in cases of dispute.
   Services Required	Specify the services required from the import factor. The available options are: Full Service, non recourse Recourse Collection only Special service (RESCUE, POM, IV) Non-notification Buyer to pay directly to EF/Seller Agency Agreement
   Remarks (Message Text)	Specify the comments regarding the factoring, if any.
   Invoice Currencies	Select the currency for invoice. You can select a maximum of 5 currencies in this field.

7. Once the details are updated in the Business Details tab, click Payment and Account Details tab.
   The Create Customer Enrichment - Payment and Account Details screen displays.

   Figure 3-38 Create Customer Enrichment - Payment and Account Details

   
   

   
   Description of "Figure 3-38 Create Customer Enrichment - Payment and Account Details"

   
   
8. Specify the fields on Create Customer Enrichment - Payment and Account Details screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-20 Create Customer Enrichment - Payment and Account Details - Field Description

   Field	Description
   Net Payment Terms	Specify the payment terms, if any. For example, number of days after which the invoices can be due for payment.
   Primary Discount Days	Specify the number of days applicable for the primary discount.
   Primary Discount (%)	Specify the primary discount percentage.
   Secondary Discount Days	Specify the number of days applicable for the secondary discount.
   Secondary Discount (%)	Specify the secondary discount percentage.
   Bank Details	This section displays the following fields to specify the bank details of the corporate that needs to be sent in the FCI Message.
   Account Number	Specify the bank account number.
   Bank Name	Specify the name of the bank.
   Branch Name	Specify the branch name of the bank.

9. Click Cancel to cancel the creation of customer enrichment.
10. Click Save to save the record and send it for authorization (if applicable).