GroupCustomer Overview Prototype
The GroupCustomerOverviewScreen will provide the OIPA end user with a snapshot view of group customer detail, general agreement, plan, plan segment, class group, agreement role data, and values information in one screen. User security access will determine those screen sections available for viewing. The rule can be defined in a Global or Primary Company context. The screen will be able to display information on:
- Group Customer
- Agreements
- Plans
- Class Groups
- Classes
Prerequisites
- In order for the GroupCustomer Summary screen to work, the corresponding objects must be present along with the screen rules associated with them:
- Group Customer
- Agreements
- Plans
- Class Groups
- Classes
- A GroupCustomer named Golden Fox has been created to see the results of the configuration.
- The prototype rule is stored at the global level.
- Add security under Prototype Super / Prototype / Group Customer Overview Screen.
New Items
- GroupCustomerOverview Screen BR. The configuration prototype has been placed at the global level.
Changes to Existing Items
None
Configuration Details
The Group Customer Overview Screen BR has been configured to display the Detail, Agreement, Plan and Class group subsections. The Class Group has been defined to display in a grid.