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:

Prerequisites

New Items

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.

     
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