Configure Pre-Assigned Customer IDs

Overview

When should I configure pre-assigned customer IDs?

Add pre-assigned customer IDs to the Customer Hierarchy when the customer provides a range of identifiers that must be attached to each of their shipments.

Process

To Add a Pre-Assigned Customer ID:

1. Open the Customer Hierarchy. See Access the Customer Hierarchy for details.
2. Click the wrench at the Customer level.
3. Click Pre-Assigned Customer ID.

The Pre-Assigned Customer ID window opens.

4. Click Add New Record.

The Edit dialogue box appears.

5. Enter any Prefix to be added at the start of each ID.
6. Enter the Minimum number of the range of IDs.
7. Enter the Maximum number of the range of IDs.
8. Enter any Suffix to be added at the end of each ID.
9. Enter the Effective Date of the current range of IDs.
10. Enter the Expiration Date of the current range of IDs if needed.
11. Select the Shipment Reference Type if necessary.
12. Select the Load Reference Type if necessary.
13. Click Update to save the range of IDs or Cancel to discard it.

To Edit a Pre-Assigned Customer ID:

1. Open the Customer Hierarchy. See Access the Customer Hierarchy for details.
2. Click the wrench at the Customer level.
3. Click Pre-Assigned Customer ID.

The Pre-Assigned Customer ID window opens.

4. Click Edit on the line of the ID set to be updated. Scroll the grid to the right if the Edit button is not visible.

The Edit dialogue box opens.

5. Update the Expiration Date if necessary.
6. Update the Shipment Reference Type if necessary.
7. Update the Load Reference Type if necessary.

8. Click Update to save the changes to the ID set or Cancel to discard them.

   

Result

The range of pre-assigned customer IDs is added to the Customer Hierarchy and will be added sequentially to all shipments or loads created for the customer.