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  11. PI inquiry

PI inquiry

This is a inquiry only program which enables you to inquire on various statuses of the removal requests for a customer, contact or a creditor.

  1. In the menu, expand Other Options > Cross Applications Support > Personal Information Management.
    1. To review customer requests, expand  menu Customer and double-click Customer PI Inquiry. XAW320 Customer PI  Removal – Inquiry panel appears, listing all the current requests. 
    2. To review contact requests, expand  menu Contact and double-click Contact PI Inquiry. XAW321 Contact PI Removal – Inquiry panel appears, listing all the current requests.
    3. To review creditor requests, expand  menu Creditor and double-click Creditor PI Inquiry. XAW323 Creditor PI Removal – Inquiry panel appears, listing all the current requests.
  2. Enter the PI status to enquire on and click OK.

Customer PI Inquiry

View the options on this panel
Option Description
Timestamp Timestamp accesses inquiry program XAI320 to display PI management tracking. It lists all the actions with timestamps and the reasons, including number of failed attempts to at removal.
Detail

For Customer PI pending review, this option displays the DSI072 – Customer masterfile inquiry.

For Creditor PI pending review, this option displays the API010 – Creditor masterfile inquiry.

For Contact PI pending review, this option displays the CRW055 – Work with contact inquiry.
Order This lists all the sales transactions for the customer/contact entity.
O/S order This lists all the outstanding orders for the customer/contact entity.
PO This option is only available for Customer entity. It lists all the dropship purchase orders for the customer.
Subscription This lists all the subscription orders for the customer/contact entity.
Customers This option is only available for Customer entity. It lists all the active customers for the selected billing number.
Items This option is only available for Contact entity. If the contact is a contributor then all the items for contributor will be listed.
AP trans This option is only available for Creditor entity. It lists all the AP transactions for the creditor.
Purchase This option is only available for Creditor entity. It lists all the purchase orders with the creditor.
Shipment This option is only available for Creditor entity. It lists all the shipment invoices for the creditor.
Royalty contracts This option is only available for Creditor entity. It lists all the royalty contracts for the creditor.
View the functions on this panel
Function Description
Show all/new/failed Toggles to show either all requests, only new ones or just failed ones.

 

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