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| Def - Customer |
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| Def - Customer |
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The purpose of this page is to add, edit, remove, and activate/inactive these records.
This list view also contains columns for each Attribute that is set up for the 'Customers' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Customer attributes are not included in the help documentation.
Software Version: 20202022.06.0516 and newer
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| Delete | | Insert excerpt |
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| Delete - LV |
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| Delete - LV |
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| Excel | | Insert excerpt |
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| Excel - LV |
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| Excel - LV |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| Grid Layout - Global |
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| Grid Layout - Global |
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| Help | | Insert excerpt |
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| Help - Global |
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| Help - Global |
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| New | | Insert excerpt |
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| New - Global |
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| New - Global |
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| Fields | Description |
Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| Avg Days to Pay | | Insert excerpt |
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| Average Days to Pay |
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| Average Days to Pay |
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This is required and never editable. The value will be recalculated if the Sales "Number of Days for Average Days to Pay" preference value is updated. Database Field: ERPx_ARCustomer.AvgDaysToPay |
Currency | | Insert excerpt |
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| Def - Currency |
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| Def - Currency |
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This is required and is always editable from the Customer the Customer Record View View but should not be done until all the open receivable transactions are fully applied.Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_ARCustomer.CurrencyID |
Customer Class | | Insert excerpt |
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| Def - Customer Class |
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| Def - Customer Class |
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This is required and is always editable from the Customer the Customer Record View View but changing it will not update any of the default customer properties or accounts that are assigned on the new Class. Database Fields: ERPx_ARCustomerClass.Description, ERPx_ARCustomer.CustomerClassSK |
Customer ID | | Insert excerpt |
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| Def - Customer ID |
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| Def - Customer ID |
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Clicking on the hyperlink opens the record view for the selected Customer. This is required and is always editable from the Customer the Customer Record View but only in systems that are not integrating Customers with a third party system. To be editable, the "Customer" 'Transaction Type on both the 'Inbound to NorthScope' and 'Outbound from NorthScope' Integration Modes must be set to "None" on the Integration Configuration page. Database Field: ERPx_ARCustomer.CustomerID |
Customer Name | | Insert excerpt |
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| Def - Customer Name |
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| Def - Customer Name |
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This is required and is always editable from the Customer the Customer Record View. Database Field: ERPx_ARCustomer.CustomerName |
Hold | | Insert excerpt |
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| Def - On Hold - Customer |
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| Def - On Hold - Customer |
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This is required and is always editable from the Customer the Customer Record View. Database Field: ERPx_ARCustomer.IsOnHold |
Inactive | | Insert excerpt |
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| Def - Inactive |
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| Def - Inactive |
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This is required and is always editable from the Customer the Customer Record View but View but only Customers with no open or unapplied transactions can be set to Inactive.
Database Field: ERPx_ARCustomer.IsInactive |
Invoice Delivery | | Insert excerpt |
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| Def - Invoice Delivery Method |
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| Def - Invoice Delivery Method |
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This is required and is always editable from the Customer the Customer Record View.
Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN |
Payment Terms | | Insert excerpt |
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| Def - Payment Terms |
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| Def - Payment Terms |
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This is required and is always editable from the Customer the Customer Record View View but will only apply to new transactions, it will not update existing transactions.Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermsSK |
| Tax Class | | Insert excerpt |
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| Def - Tax Class |
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| Def - Tax Class |
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This defaults to blank for new records. This is not required and is always editable from the record view.
Tax Classes are used to calculate sales tax on Quick Sales transactions. Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_ARCustomer.TaxClassSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records. |
Related Topics
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