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Customer Extensions

Customer extensions (CX) are attributes of customers that do not have a strict one-to-one relationship with a customer: the attributes can be changed over the time or a customer can have multiple attributes of the same type. Customer extensions accommodate these attributes.

Customer extension structures (categories) are set up by administrator in System Configuration. The first column contains the CustomerID. The other columns (up to 29) can contain any type of value. Customer extensions can be used in price calculations.

warning  For each column, there is a limit of 255 characters. For customer extensions with 50 attributes, the limit is 70 characters. (There is, however, no character limit for attribute extensions.) If you change the size of the customer extension from a lower number of attributes to 50 attributes and some of the attributes have more than 70 characters, a warning is displayed and the character string is truncated.

To access Customer Extensions:

  1. Go to Master Data > Customer Extensions.

  2. Select Category from the drop-down list. No data will be shown before you select a category.

The available options are:

  • Add a new customer extension. Enter a Customer Id; all other field are optional.

  • Duplicate a customer extension.

  • Edit customer extensions data.

  • Mass edit all, filtered or selected items. In the dialog that opens, select the Attribute and Change (operator) and enter a Value. Click the Edit button to confirm the changes.

  • Delete items.

Delete options for Administrators

When deleting a CX table, you can decide whether the underlying data will be also deleted from the DB. There is a system-level "stale OX" command:

/pricefx/system/system$staleox/<partition> – Does not delete data, only detects. The partition URL parameter is optional; if omitted all partitions are checked.

/pricefx/system/system$staleox/<partition>/delete – Data will be deleted. The partition URL param is mandatory.

  • Mass delete all, filtered or selected items.

  • Export the data into Excel.

  • Import Customers – Allows you to export, edit and import data in two ways:

    • Direct Import – Allows you to export data to Excel, edit them and import back to Pricefx (with validation). This option is only available if there is no active Import Manager workflow.

    • Import Manager – Manage data modifications in Pricefx user interface with optional approval process. See Import Manager for details.

  • Advanced filter to narrow down the data.
    See also the filtering limitation when filtering Customers using Customer Extension attributes in an advanced filter.

Note: Automatic loading of data into the Customer Extension tables can be disabled by the Load content of PX/CX/SX automatically option in General Settings.

Use Customer Extensions in Filters

Fields from customer extensions can be used in filters in customer pickers throughout the application.

Follow these steps:

  1. Go to Administration > Configuration > Master Data > Customer Master Extensions.

  2. Make sure that the Allow Search option is enabled for the extensions whose fields you want to use in filtering.

  3. Open a customer picker, for example in Agreements/Promotions.

  4. In the Input Parameters section, click Browse next to the Customer input field.

  5. In the Select Customer Group dialog, click Filters.

  6. Click on <add filter> and select a field you want to filter on, for example IncoTerms: INCO1.
    Note: Any field from the customer extension tables will be present in the list with the format CX name: field name, for example Salesman: SALESMAN.

  7. Keep on adding fields to filter on by clicking on <add filter>.

  8. Save the filter to a new preference. Give the preference a name and select if it is visible to everyone or your default preference.
    You will then see the filter set on the customer picker screen.