On the Customer Record Selection (REC) page, select the “Convert” icon to convert a Customer Record (CAD) (also known as a CR) to a Pointer Record (PAD) (also known as a PR) for the retrieved TFN.
The “Convert Customer Record to Pointer Record” pop-up window will be displayed with the Source Record and Target Record sections. The Source Record information is auto-populated from the retrieved CR on the REC page. In the Target Record section the fields to identify the Template Name and Effective Date and Time are entered.
For additional information regarding what the Covert Source Record and Target Records contain, please refer to the following:
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on the REC page's fields, their descriptions, and their valid values, please click here.