The Customer table can be accessed from the Sales or Receivables menu.
1. When you first enter the Customer option a Select An Option window will appear; select ADD CUSTOMER.
2. At the Customer field, enter a customer ID code for the customer. The customer ID code must be at least four characters and may be alphanumeric. For ease of reference, we recommend using the first three or four characters of the customer's name and numerals for the remaining characters.
Example: LANI00 = LAN Infosystems, Inc. or LAN000 = LAN Infosystems, Inc.
Note: If the customer ID code already exists, the existing customer information will be displayed and command options will appear, allowing you to Change, Delete, move to the Next Page of customer options, Update, add /change Contacts, or Exit the option.
3. Enter information about the customer for each of the fields as referenced. See Customer for more information on customer fields.
For more information on customer defaults, see Customer Default values for certain fields.
Note: Some fields do not appear on the customer record screen based on the system, ledger, sales, and shipping options. Be sure to set these options before entering customers. Other fields may be accessed through Quick Maintenance only. The selection of some of these fields may cause additional fields to be displayed on the Customer screen.
4. When you are done entering data command options will appear. Select Add to save your work.
If the Bill To Id for the Customer being added is also the Default Customer for an EDI Trading partner, a message box will appear with the following options:
Important: Your work will not be saved unless you select Add.
For more information on the Customer option see Customer.
Security Required : Receivables - Receivable Inquiry
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