Menu Code: BCC Sales/Pricing - Sales

A searchable list of Customer Care Stage changes for each customer.

Zoom Links

Column	Zoom Link
CustCode	Customers (CUS), for the specified customer
DefOT	Order Types (OTY), for the specified order type

Columns

Index	Visible	Field Name	Caption	Usage / Description
0	No	ID	ID	Customer Stage History Identification Number (Systemic)
1	No	CustID	CustID	Customer Identification Number (Systemic)
2	Yes	CustCode	Customer	Customer Code (AAANNN)
3	Yes	CustName	Customer Name	Customer Name
4	Yes	CurStage	Stage	Current Customer Stage
5	No	CurStageDesc	Stage Desc	Current Customer Stage Name
6	Yes	DefOT	OrdType	Default Order Type for Customer
7	Yes	OTDes	OrdType Desc	Order Type Description
8	Yes	FromStage	From	The stage the customer changed from
9	Yes	FromStageDesc	From Desc	Description of the from stage
10	Yes	ToStage	To	New stage the customer changed to
11	Yes	ToStageDesc	To Desc	Description of the new stage
12	Yes	StageDays	Days	Number of days the customer was at this stage
13	Yes	Reason	Reason	Reason why the customer stage changed
14	Yes	ChangeDate	Change Date	Date and time when stage was changed
15	Yes	ChangeWho	Change Who	User who changed the stage (FOURA User ID)

Security

The following default roles can use this form:

Role	Allowed Actions
rl_SalesManager	View
rl_FinRead	View