Maintaining Customers from a Master Site

Use the Multi-Site Customers form to maintain customers for multiple sites on an intranet from the master site of the intranet. Keep in mind that each site can still control its local customer records.

Adding Customers

When you start adding a customer that is new to this site but that already exists in another sharing site, some of the information, such as customer name and address, defaults into the new record when the customer number is entered. However, most of the information is site-specific and must be entered manually.

Changing Customer Information

When you save a change to any of the defaulting information (for example, the customer name) for a customer with records at multiple sites, the system automatically updates that information on any other records for that customer. This happens because all sites share a single "custaddr" table record for the customer.

For example, customer 1 exists at site A and site B. At both sites the name is "Bob's Bikes." If you change customer 1's name to "Bart's Bikes" at site B, then when you save the record, the name also changes in the record at site A.

Information contained in the customer table, such as credit limit and payment history, is site-specific. This information does not change at other sites when modified at one site.

Information Filtered by Site

These fields are filtered by the selected site. For example, when adding a customer at Site B, you can only select bank codes that are valid at Site B.

Country
Language
Bank Code
Customer Type
Price Code
End User Type
Invoice Category
NOTC
Secondary NOTC
Delivery Terms
Territory
Sales Team
Warehouse (on Ship Tos)
Ship Via (on Ship Tos)

These fields are filtered by the master site. That is, the information in the drop-down list is from the master site, not the site you specified.

Province/State
Credit Hold Reason

Maintenance Tasks Not Available from this Form

For most tasks, you can use the Multi-Site Customers form in place of the Customers form. However, these tasks can be performed only in the Customers form at the specific site:

Delete a customer
Add notes to the record
Specify a tax ID number and tax code
View sales contact and customer interaction information
Actions menu options: List Items of Customer, List Subordinate Customers, and List Delivery Orders.