HD Customer
How to use HD Customer in Helpdesk & Requests: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review customer and supplier requests as tickets, assign the responsible team, and record responses and resolution. Maintain the associated ERP party and document reference so support activity can be traced to the business record.
This page is a record page in Operations & Support → Helpdesk & Requests. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open HD Customer from Operations & Support → Helpdesk & Requests, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Imageimage | Attach Image Optional | Upload an appropriate image in a supported format. Logo and profile images have different purposes and access requirements. |
Customer Namecustomer_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Typecustomer_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Domaindomain | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Countrycountry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Primary Contactprimary_contact | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Email IDemail_id | Data Optional · Read-only | Email address of the primary contact |
Mobile Nomobile_no | Data Optional · Read-only | Mobile no. of the primary contact |
Contactscontacts | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: HD Customer Member |
Child tables
Contacts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Namecontact_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Is Manageris_manager | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.