Skip to main content

Customer Name Selection in Kwikfit's Enquiry Processing

Overview​

In Kwikfit’s enquiry processing, the Customer Name field dynamically adjusts based on two main factors:

  • The Rate Card Type associated with the customer
  • The Account-level Setting useDirectPaybillName

This approach enables Kwikfit to assign either the primary customer name or the direct paybill name accurately, depending on the payment context.

Customer Name Selection Criteria​

1. Using "Customer Name for Direct Paybill"​

Kwikfit should assign the Customer Name for Direct Paybill when the customer has a ViSN Hybrid or ViSN with DI Network and Paybill rate card and the useDirectPaybillName setting is enabled. This ensures that direct payment scenarios use the paybill name as intended.

Conditions for Selecting "Customer Name for Direct Paybill":​

  • Rate Card Types: ViSN Hybrid - Customer’s Network and DI Network or ViSN with DI Network and Paybill
  • Account-level Setting: useDirectPaybillName set to true

If both of these conditions are met, the Customer Name for Direct Paybill will be saved in the enquiry record.

2. Using "Customer Name" (Primary Name)​

In all other cases, Kwikfit will save the Customer Name (primary name) for the enquiry, regardless of the direct paybill configuration. This maintains standard naming for non-direct payment enquiries.

Conditions for Selecting "Customer Name" (Primary Name):​

  • Rate Card Type: Any type other than ViSN Hybrid - Customer’s Network and DI Network and ViSN with DI Network and Paybill
  • Account-level Setting: useDirectPaybillName set to false

If either of these conditions is met, the system will save the primary customer name for the enquiry record.

Flow Chart for selecting the Customer name in Invoice Drawer and Export:​

  • Based on Customer's Direct Paybill name, and

  • Supplier's Paybill value and Use Direct Paybill Name setting

Status: Approved
Category: Protected
Authored By: Jeyakumar Arunagiri on Nov 14, 2024
Revisions
05 May, 2025 - Added ViSN DI Network and Paybill rate card in conditions, VN-17814 - Tanmay
09 May, 2025 - Revise Lease Company name column based on Paybill value and Direct Paybill name setting, VN-18231 - Tanmay
05 June, 2025 - Replace Image with Mermaid Diagram , VN-18846 - Jeyakumar Arunagiri