The Align Customer Details form is accessed via Fleet System Management / System Maintenance / Align Fleet With CRM.
This option updates all applicable Fleet Agreements with any changes that have been made to CRM Company or Customer details. i.e. CRM details (company name and address, customer, etc, are used within a quotation and subsequently converted to an agreement. This agreement record could then be static and hold these CRM details for the duration of its life. However, what if the company address or associated customer changes? This menu option is utilised to rectify this problem by identifying if CRM company or customer details have changed and updating any agreements that utilise these records. This option may be used manually from the menu or used within Timed Operations to run overnight. In addition, if an agreement or address group is accessed where the associated CRM details have changed then the system recognises this fact and prompts " Do You Want To Align Fleet With CRM? " . If the Yes command button is taken then the system uses the process within this routine to carry out the alignment.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The content of the Align Customer Details menu bar is as follows:
Align
Aligns applicable Fleet Agreements with new CRM details.
Exit
Exits to the System Maintenance menu.
Provides online access to a context sensitive Help form.
The content of theAlign Customer Details toolbar is as follows:
Exits to the System Maintenance menu.
Provides online access to a context sensitive Help form.
This area consists of two command buttons which function as follows:
Aligns applicable Fleet Agreements with new CRM details.
Exits to the System Maintenance menu without carrying out the alignment process.