A.2.27 Add/Update Business Customer Details
- NEW BUSINESS MAINTENANCE
- BUSINESS MAINTENANCE
Adding or Updating Business details is also supported from Customer Details > Business tab. While posting the above non monetary transactions, you can define the parameters either by selecting from the drop-down list/calendar or specifying the details in free text field. For more information, refer Business sub tab section.
New business details can be added even after an account is created and is usually done in case when the existing business is taken over by another business. When you add new business or update existing details and save the record, the same becomes the current/primary business of the customer and the current indicator is set to Y by default.
Table A-120 To add new business details
| Transaction | Parameters |
|---|---|
| NEW BUSINESS MAINTENANCE | TXN DATE |
| ORGANIZATION TYPE | |
| BUSINESS TYPE | |
| BUSINESS CATEGORY | |
| BUSINESS NAME | |
| LEGAL NAME | |
| TAX ID# | |
| START DATE | |
| CURR NO OF EMPLOYEES | |
| NUMBER OF EMPLOYEES | |
| CONTACT PERSON | |
| BANK NAME | |
| BUSINESS BANK ACCOUNT NUMBER | |
| AVG CHECKING BALANCE | |
| NUMBER OF LOCATIONS | |
| MANAGEMENT SINCE | |
| PAYMENT HIERARCHY | |
| BUSINESS TIME ZONE | |
| BUSINESS SKIP INDICATOR | |
| BUSINESS STOP CORR INDICATOR | |
| BUSINESS ENABLED INDICATOR | |
| PRIVACY OPTOUT | |
| BUSINESS EMAIL ADDRESS1 |
Note:
The above transaction is supported only for Business accounts and if the same is posted on to a non-business account, system displays an error as Cannot link/add business details to Individual Account.Table A-121 To update existing business details
| Transaction | Parameters |
|---|---|
| BUSINESS MAINTENANCE | TXN DATE |
| ORGANIZATION TYPE | |
| BUSINESS TYPE | |
| BUSINESS NAME | |
| LEGAL NAME | |
| TAX ID# | |
| START DATE | |
| CURR NO OF EMPLOYEES | |
| NUMBER OF EMPLOYEES | |
| CONTACT PERSON | |
| BANK NAME | |
| BUSINESS BANK ACCOUNT NUMBER | |
| AVG CHECKING BALANCE | |
| NUMBER OF LOCATIONS | |
| MANAGEMENT SINCE | |
| CATEGORY CODE | |
| PAYMENT HIERARCHY | |
| BUSINESS TIME ZONE | |
| REASON CODE |
On successfully posting the transaction, a confirmation message is displayed in Result section and the details are populated in Customer Details > Business tab.
Parent topic: Nonmonetary Transactions