Customer Data Management (CDM)

Creating and updating the customer is further made easy and quick.

    There are two workflows:

       1. Customer Onboard  

       2. Update Finance Info

Customer Onboard workflow :

The CSR Team will enter the basic information and commit the data.

Now, the Finance Team will receive an E-mail stating that the new customer has been On-boarded, and Finance Team open the workbench ,  fill the finance related information and send the data to Logistics Team by committing the data.

Once the Finance Team commits the data Logistics Team will receive an E-mail, Logistics Team will open the workbench to enter the Logistics information like order management and commit the data to validate the customer records.

Now, the CSR Team will receive an E-mail,CSR will open the workbench, validate the customer record and activate the customer in EBS.

Customer Update Finance Info workflow :

The Finance Team will query an existing customer and update the Finance related Information and Submit the data.

The AR Team will receive an E-mail about the Customer update to review and validate the Customer record.

CMD Release 2 demo video — Apr 4, 2018 6:28:39 AM

Activate / Inactivate Site in CDM — May 3, 2017 8:56:10 AM

CDM software — Jan 13, 2016 4:13:40 AM