Customers
This form stores all the relevant information for storing basic customer data, tracking what customers buy from the company and what customers owe. It also shows how much a customer has purchased from the company during the current year and during the previous year.
You must set up a customer record for each customer. This record maintains detailed information for the customer, and this information is accessed throughout the system. You can indicate whether this record shows up in drop-down list fields.
You can set up a customer record so that a customer can have one Bill To address and multiple Ship To locations. In the customer record, it is also possible to specify whether the balance method used for a customer is Balance Forward or Open Item.
On this form, if you use a Terms code with multiple due dates assigned to it, you cannot use these options:
- Letter of Credit
- Consolidated Invoicing
- Payment Type: Draft.
When you create a new customer, the Ship To tab does not display any information until you save the form and refresh it or close and reopen it. To create additional shipping addresses, click the Ship Tos button in the Ship To tab.
The monetary amounts shown on the Payment History tab are displayed in the domestic currency.
Use the Corporate Customer tab to define a corporate customer who has related subordinate customers. After you define a corporate customer, the Corporate check box is enabled on other forms.
For the EU VAT tab and all fields on this tab to be enabled, you must have the Activate EU Reporting check box selected on the General Parameters form.
Use the Customer Interactions tab to select an interaction and then review information about that interaction with the customer. The information comes from the Customer Interactions form and is display only.
- In a multi-site environment, the globe symbol appears to the right of the Credit Limit, Posted Balance, and On Order Balance fields. This symbol signifies that these fields are global. The amounts displayed in these fields are the accumulated total amounts.
- If you have a master site for an intranet, you can use the Multi-Site Customers form to add and update customer information for sites on that intranet.
- To delete a customer from a site in a multi-site environment, you must use the Customers form. This deletes the customer's record in the site's "customer" table. However, there is also an associated "custaddr" table record, containing information such as the customer's name and address. Because the custaddr table is shared between sites, the custaddr record for this customer is deleted only when the customer number is no longer in use at any site.
- If a customer exists in one site in a multi-site environment, the same customer number cannot be used with a different customer name in other sites.
- The availability of a customer record is specific to a site. If the same customer record is used in more than one site, each site will maintain the availability of that record.
- If the customer is on credit hold, a problem indicator is displayed at the top of the form. If the customer is not on credit hold, a check mark is displayed.
- When a customer is placed on credit hold, no shipments can be made to that customer. Placing a customer on credit hold does not place individual orders on credit hold, but if the customer is on credit hold, the system will not allow shipments to that customer. To place individual orders on credit hold, use the Customer Orders form.