Customer Creation Process

PROCESS FLOWS > Customer Creation Process

Customer Creation Process

The Customer Master is used to keep information relating to customers (people the user provides service(s) to). Customer profiles must be entered in TRAX in order to use the options in the Customer Orders Menu or the Third Party Capability for Work Orders.

Note: If customer profiles are entered, it is mandatory to have at least one customer discount structure entered in the system. For additional information, refer to Customer Discount via the Settings Training Manual.

The following process flow is a general guide for the configuration and creation of the Customer Creation life cycle. This life cycle may vary depending on each TRAX user and their company's customized protocols.

Click on the steps to see details!

The following sections are the primary elements covered in this process flow:

See Also

Aircraft Actual Flight (Manual Entry) Process

Aircraft Initial P/N Load Process

Aircraft Return and Archiving Process

Aircraft Units Process

Assembly Management

Concession Registry Process

Consigned Inventory Process

Contract Order Process

Defect Report Process

Delete E/C and P/N Control Compliance Process

Dent Mapping Process

Employee and Skill Creation Process

Engineering Control Process

Engineering Pending Release Process

Exchange Order Out Process

Exchange Order Process

Fault Code Report Process

Flight Accumulation Process

Ground Service Equipment (GSE) Process

Helicopter Process

Importing a File Process

Interactive Planner Overview

Internal Component Repair (Shop) Process

Library and Read & Sign Process

Loan Order Process

Location Creation Process

Man Hours Schedule Planning Process

Managed A/C Process

MEL Authorization Process

Missing Parts Process

Monthly Financial Procedures

New Aircraft Process

Order Invoice Process

P/N Control - General Configuration

P/N Control - Life Limited Parts (LLP)

P/N Control - Proration Process

P/N Initial Load Process

P/N Pool Agreement Process

P/N Remove/Install Process

P/N Software Configuration

Packing and Shipping Process

Part Number Creation Process

Physical Inventory Process

Picklist and Requisition Process

Printer Setup and Configuration

Purchase Order Process

Quality Assurance Process

R/O Capability Employee Rating Process

Receiving Process

Recurrent Item Alert (Reliability) Process

Rental Order Process

Re-Order Level Process

Repair Order Process

Repair Order Following Process

Return to Stock Process

Return To Vendor Process

Sales Order Process

Security Explorer Process

Service Order and Power By The Hour Process

Skill Master Process

Standard Authorization Process

Supply Chain Process

System Notification Creation Process

Task Card Creation Process

Task Card Discrepancy Process

Third Party Work Order Process

Tool Management

Training Process

Transfer Order Process

TRAX General Process Flow

TraxDoc Process

Vendor Contract Process

Vendor Creation Process

W/O Task Card Assignment and Workshop Process

Warehouse Management

Warranty Management

Work Order Process

Work Order Reservation Control Process

Work Turnover Process