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.
- In the menu, expand Other Options > Cross Applications Support > Personal Information Management.
- 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.
- 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.
- 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.
- Enter the PI status to enquire on and click OK.
Customer PI Inquiry
| 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. |
| Function | Description |
| Show all/new/failed | Toggles to show either all requests, only new ones or just failed ones. |
