To view or update details of an existing person, highlight the required person on the JU1BA Client List screen, then click OPEN. The JU1BA Client Details screen will be displayed.
To view a list of products to which the person belongs, from the JU1BA Client List screen, highlight the required person, then select List of Memberships from the list of sub-menu options displayed on the left.
The JU3AP List of Memberships for a Person screen will be displayed.
To search for a membership, click SEARCH. The Search Criteria screen will be displayed.
Enter the product code and click OK.
To view details of any of the persons listed, highlight the required person, then select Membership Details from the list of sub-menu options displayed on the left.
The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.
Select the required member as described under Finding Members.
To view a list of relationships that the selected person has with other persons in the system, from the JU3CC List of Relationships screen, highlight the required person, then select List of Person Relationships from the list of sub-menu options displayed on the left.
The JU3CC List of Relationships screen will be displayed.
The RELATIONSHIP column displays the relationship of each of the persons to the selected person.
The START DATE and END DATE columns display the start and end dates of each relationship.
To view details of any of the persons listed, highlight the required person, then click OPEN. The JU3CC Related Person’s Details screen will be displayed.
This information is for enquiry only, and cannot be updated here.
To view a list of relationships that the selected person has with other organisations in the system, from the JU1BA Client List screen, highlight the required person, then select List of Organisation Relationships from the list of sub-menu options displayed on the left.
The JU3CC List of Relationships screen will be displayed.
The RELATIONSHIP TYPE column displays the relationship the person has to each of the organisations listed.
The START DATE and END DATE columns display the start and end dates of each relationship.
To view details of any of the organisations listed, highlight the required organisation, then click OPEN. The JU3CC Organisation Unit Details screen will be displayed.
This information is for enquiry only, and cannot be updated here.
To view a client address for the selected person, from the JU3CC List of Relationships screen, highlight the required person, then select Client Address from the list of sub-menu options displayed on the left.
The JU1BE Client Address Maintain screen will be displayed.
To search for a client address type, click SEARCH. The Client Address Search Criteria screen will be displayed.
Select an address type from the drop-down list and click OK. If the address type exists, then the system will display it on the JU1BE Client Address Maintain screen.
To view details of any of the addresses listed, highlight the required address, then click OPEN. The Client Address Detail screen will be displayed.
To add a new client address, click NEW. The Client Address Detail screen will be displayed.
Descriptions of the input fields on this screen appear below.
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Address Type |
Select a value from the drop-down list, e.g. Business, Postal or Residential.
If each address type is different, a new Client Address Detail screen must be opened for each address type that is different.
Note: If the Type of Address selected on the Client Address Detail screen is one of the following, the system will display the field names for each line of the address:
Address Type: SARS POST BOX or SARS PRIVATEBAG
Address Type: SARS POST STR or SARSRESIDENTIAL
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Last Updates Timestamp |
Once details have been captured, the system will store the timestamp of the date created or last updated. |
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Address (Lines 1 to 5) |
Lines of address detail.
Note: Address details for at least the first 2 lines must be captured. |
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Country |
To select a country, click the LIST button at the end of the line. This links to the JU0AC Permitted Value List screen and displays a list of countries to select from. Once a selection has been made, click SELECT. |
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Postal Code |
Postal code |
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Address Status |
If applicable, select a value from the drop-down list. Current values are: - Mail Returned - Other Location - Care Of |
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Telephone Lines: |
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Country code |
The international country code for the client’s telephone, cellphone, fax or pager numbers. |
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Area code |
The local area code for the client’s telephone, cellphone, fax or pager numbers. |
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Number |
The clients telephone, cellphone, fax or pager numbers. |
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E-mail Addresses: |
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Identifier |
The identifier (email address) for 3 electronic addresses |
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Description |
The description for the identifier (e.g. home email) |
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Effective Date |
The date from which the client address record is effective. |
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Discontinue Use |
Tick the box to indicate that the use of this set of client address details has been discontinued. |
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Preferred Communication |
Select the preferred mode of communication via which all communication should be sent, from the drop-down list: NONE LETTER SMS |
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Is the Residential the same? |
Select the tick box if a Postal Address has been captured and the Residential Address is the same. |
Once the required details have been captured, click OK.
