Customer matchCustomer matchThe Customer Match field on the Specification table window indicates whether an attribute is appropriate for the primary customer or the parent of the primary customer.
When you add a classification to an asset, the attributes of the classification that are appropriate to the primary customer of the asset are copied to the Specifications table window on the Specifications Tab. The attributes that are copied are global attributes and customer-specific attributes that match the primary customer of the asset or the parent of the primary customer. If there is no primary customer when you classify the asset then only global attributes are copied.
After you add a classification to an asset, several events can take place that might cause the asset specification to be unaligned with the attributes on the classification. For example:
The primary customer is changed and the classification of the asset is not associated with either the customer or the parent customer.
The primary customer is changed and one or more of the attributes on the specification of the asset are not associated with either the customer or the parent customer.
All of the customers that are associated with the asset are removed so that there is no longer a primary customer but the classification of the asset is customer specific. Only global classifications should be referenced on the asset.
All of the customers that are associated with the asset are removed so that there is no longer a primary customer but there are one or more attributes on the specification of the asset that are inappropriate because they are customer-specific attributes. The specification of the asset must reference only global attributes.
An attribute is entered on the specification of the asset and this attribute does not belong to the specification of the classification.
The definition of the classification, attributes of the classification, or the customers associated with either the classification or the attributes of the classification might have changed.
The Customer Match field can have the following values:
GLOBAL - The attribute is a global attribute on the classification.
YES - The primary customer or its parent customer is associated with the customer-specific attribute on the classification.
NO - The attribute does not belong to the classification, or the primary customer or its parent customer is not associated with either the classification or the customer-specific attribute on the classification.
When all attributes are set to NO it typically indicates that the primary customer or its parent customer is not associated with the classification, or the asset has no primary customer and references a customer-specific classification.
If the Customer Match field has a value of NO, examine the attribute to see whether it is appropriate for the primary customer and classification, and whether you should change the specification on the asset, the classification, or if the asset is a rotating asset, the associated item.