Updating Customer Category

Updating Customer Category

Version 1.7

The customer category field is restricted.  Customer category cannot be entered at time of organization creation nor updated for customers that already exist.

Updates affecting systematic discounts must go through an approval process before being submitted to the update team.  Currently this is only the Education category.

The Data Integrity Center of Excellence in Hungary will update customer category for Oracle and O’Lite.

Procedure – Updating to Education Category

1. To update the category to education, centralized approval is needed.

1. Requestor sends info to the local branch Academic Program Manager (APM) for review.

1. Branch APM can be found on NI Talk:
2. If the Branch APM is not listed, send it to the Operations Manager who will give initial approve it and then forward it to NIE SC DI Leads.
3. Email the branch academic program manager the following information:

1. Customer Name:
2. Customer ID#:
3. Branch:
4. Category Requested:
5. Justification for Update:

1. Include the information/research showing that it is an accredited, degree-granting institution whose primary function is the education of students.

1. Local branch APM will review and approve the request and forward to the service center in Hungary.  Email NIE SC DI Leads.

1. Hungary will compile the list and send it by the 5th of each the month to the centralized academic group (email: Shekhar Sharad and Andi Hadisutjipto until email group can be identified.)

1. The list will be reviewed by the Academic group and sent back to Hungary for update.

1. If any follow-up is needed or if the request is not approved, the centralized group will reply to the branch APM and work with the necessary people to gather information.

1. The DI Center of Excellence will make the updates from the list that the centralized group approves.

Procedure – Removing Education Category

1. To remove the customer category of education, follow the same escalation path, but the local APM will forward it on to the centralized academic group immediately.

Procedure – Other Categories

1. Branch approval policy should be followed.

1. Once approval is obtained or if approval is not necessary, email the update request using the template above to NIE SC DI Leads.

1. DI in Hungary will update the customer Category.