Customer Extensions

Customer extensions (CX) are attributes of customers that do not have a strict one-to-one relationship with a customer: the attributes can be changed over the time or a customer can have multiple attributes of the same type. Customer extensions accommodate these attributes.

Customer extension structures (categories) are set up by an administrator in Administration. The first column contains the CustomerID. The other columns (up to 29) can contain any type of value. Customer extensions can be used in price calculations.

 For each column, there is a limit of 255 characters. For customer extensions with 50 attributes, the limit is 70 characters. If you change the size of the customer extension from a lower number of attributes to 50 attributes and some of the attributes have more than 70 characters, a warning is displayed and the character string is truncated.

To access Customer Extensions:

1. Go to Master Data > Customer Extensions.

2. Select Category from the drop-down list.  
    Data will be shown only after you select the Category.

   
   

The available options are:

• Add  a new customer extension. Enter a Customer Id; all other field are optional. 
• Copy the selected customer extension.
• Edit customer extensions data by double-clicking the field that needs to be changed. 

• Mass edit  all, filtered or selected items. In a new window which opens select the Field and Operator and enter a Value. Click the Edit button to confirm the changes.
  

• Delete the selected items. 

   Delete options for Administrators

  When deleting a CX table, you can decide whether the underlying data will be also deleted from the DB. There is a system-level "stale OX" command:

  /pricefx/system/system$staleox/<partition> – Does not delete data, only detects. The partition URL parameter is optional; if omitted all partitions are checked.

  /pricefx/system/system$staleox/<partition>/delete – Data will be deleted. The partition URL param is mandatory.

• Mass delete all, filtered or selected items. 

• Download the data into Excel.
• Toggle filter to filter the data (for details see Filter Records).
  See also a filtering limitation when filtering Customers using Customer Extension attributes in an advanced filter.
• You can filter, search etc. like in other tables and save the changed view as a preference.

 To modify/add the customer extensions, you can also use the Excel Client.