Add Existing Customer to Account

A.2.24 Add Existing Customer to Account

You can attach an existing customer details maintained in the system to an account by posting ‘ADD EXISTING CUSTOMER’ non-monetary transaction in Customer Service > Maintenance > Transaction Batch Information section.

While posting the transaction, you can add a customer linked to another account but with different SSN and Relationship type other than the existing relation mapped to the account. However, system does not allow to attach those Customer details which are marked as either Deceased or Bankrupt.

Table A-109 To add existing customer

Transaction	Parameters
ADD EXISTING CUSTOMER	TXN DATE
	CUSTOMER NUMBER
	RELATION TYPE CODE
	COMMENTS

The transaction date has to be the current system date and is auto populated by default. Enter the Customer Number and select the Relation Type Code from the drop-down list. You can specify additional information (if any) as a comment and click Post.

On successfully posting the transaction, a confirmation message is displayed in Result section. Also, if a second customer is added to a single customer account, the joint check box is selected indicating it as joint account thereafter.

Note:

Customer addition to GRI linked accounts are to be handled manually. Also if there is a Customer Credit Limit defined on the account, the credit limit share of newly added customer has to be defined.

Parent topic: Nonmonetary Transactions