The Target Record requires a Template Name as the Customer Record (CAD) (also known as a CR) is being converted to a Pointer Record (PAD) (also known as a PR) that can be used in multiple CRs. The Target Record contains the following on the Customer Record Selection (REC) page:
- Template Name: The Template Name that will be populated with the Source Record information.
- Now: Checking the “Now” box on right corner is available to set the Effective Date and Time to “Now”.
- Effective Date: The Effective Date of the Target Record. It must be in MM/DD/YYYY format. This can be manually updated or by selecting the “Calendar” icon to select the date.
- Effective Time: The Effective Time of the Target Record. This must be in the HH:MM AM/PM format.
Enter all the required details and then select the “Submit” button to complete the conversion from CR to PR. Once the conversion from CR to PR is complete, a message, “Customer Record Converted to Pointer Record Successfully” will be displayed at the top of the page.
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.