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	Def - Customer
	Def - Customer
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The purpose of the Customer Record View is to enter and edit Customer records. From here, users can add, edit, remove, and activate/inactivate these records.

Software Version: 2023.06.30 and newer

Table of Contents

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Description

Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Fields

Description

Properties

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	Properties - RV
	Properties - RV
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Value

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	Value - RV
	Value - RV
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Group: ID and Descriptions

Customer ID

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	Def - Customer ID
	Def - Customer ID
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This is a text box that defaults to blank for new records, is required and must be <= 50 characters. If not assigned, the message "Customer Processing Failed: ([CustomerID]): Customer ID is required." will be displayed on Save. This value must be unique across all Customer accounts. If not unique, the message "Customer Processing Failed: ([CustomerID]): Duplicate Customer ID is not allowed." will be displayed on Save. This is always editable, 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

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	Def - Customer Name
	Def - Customer Name
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This is a text box that defaults to blank, is required and must be <=100 characters. If not assigned, the message "Customer Processing Failed: ([CustomerName]): Customer Name is required." will be displayed on Save. This is always editable.

Database Field: ERPx_ARCustomer.CustomerName

Statement Name

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	Def - Statement Name
	Def - Statement Name
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This is a text box that defaults to the Customer Name but is not required. If entered, it must be <=100 characters. This is always editable.

Database Field: ERPx_ARCustomer.StatementName

Group: Configuration

Customer Class

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	Def - Customer Class ID
	Def - Customer Class ID
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This is a single-select lookup that defaults to blank but is required. If missing, the message "Customer Processing Failed: ([CustomerID]): Customer Class is required." will be displayed on Save. This field is always editable but changing it will not update any of the default customer properties or accounts that are assigned on the new Customer Class.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Customer Class master file.

Database Fields: ERPx_ARCustomerClass.ClassDescription, ERPx_ARCustomer.CustomerClassSK

Attribute Class

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	Def - Attribute Class
	Def - Attribute Class
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This is a single-select lookup that defaults to blank, is not required, and is always editable. Once assigned, the Attributes belonging to the Attribute Class will be visible and editable on the Attributes Tab. This is always editable.

The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Customer Attribute Class".

Database Field: ERPx_ARCustomer.AttributeClassSK

Invoice Delivery Method

A single select lookup to identify the prefered method for getting the Sales Invoice to the Customer. This defaults to "Print" and is required. If missing the message "Customer Processing Failed: ([CustomerID]): Invoice Delivery Method is required." will be displayed on Save.

The lookup the following options:

Print
Email
Both

Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN

Checkbook

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	Def - Checkbook
	Def - Checkbook
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This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from the customer. This default from the Checkbook assigned to the Customer Class but can be edited. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Checkbook is required." will be displayed on Save.

Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomer.CheckbookSK

Currency

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	Def - Currency
	Def - Currency
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This is a single-select lookup that defaults from the Currency assigned to the 'Customer Class'. This is required and editable until the Customer is assigned to a transaction. If missing, the message "Customer Processing Failed: ([CustomerID]): Currency is required." will be displayed on Save.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_ARCustomer.CurrencyID

Payment Terms

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	Def - Payment Terms
	Def - Payment Terms
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This is a single-select lookup that defaults from the Payment Terms assigned to the 'Customer Class'. This is required and is always editable. If missing, the message ""Customer Processing Failed: ([CustomerID]): Payment Terms are required." will be displayed on Save.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms.

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermSK

Discount Grace Period

This field is not used.

Database Field: ERPx_ARCustomer.DiscountGracePeriod

Due Date Grace Period

This field is not used.

Database Field: ERPx_ARCustomer.DueDateGracePeriod

Group: Item Access

Full Item Access

A Yes/No lookup to identify whether or not the customer has visibly to all Item codes in the Item Master. This defaults to "Yes" but can be changed to "No".

If "Yes" any item from the Item Master can be sold to the Customer.
If "No" only the Items included on the Item Set(s) assigned to the Customer or Customer Address 'Catalog Tab' can be sold to the Customer.

Database Field: ERPx_ARCustomer.HasFullItemAccess

Use Favorites For

A single select lookup to specify where 'Favorite' items are stored. This defaults from the "Default Item Favorites Level" Sales Preference but can be change to any one of the following values:

Address: Favorites are auto assigned and managed at the Address level. If set to "Address" the Favorites Tab on the Customer Record View will be disabled and will be enabled on the Address Record View.
Customer: Favorites are auto assigned and managed at the Customer level and shared across all the Customer Addresses for the Customer. If set to "Customer" the Favorites Tab on the Address Record View will be disabled and will be enabled on the Customer Record View.
None: Favorites will not be auto assigned, nor can they be manually assigned. The Favorites Tab on both the Customer and Customer Address Record Views will be disabled.

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	Def - Customer Favorite Items
	Def - Customer Favorite Items
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Database Field: ERPx_ARCustomer.DueDateGracePeriod

Group: Credit Limits and Finance Charges

Credit Limit Option

A single select lookup to identify if, and how, Credit Limits are established for the Customer. This defaults from the Customer Class, is required and is always editable. If missing, the message "([CustomerID]): Credit Limit Option is required." will be displayed on Save.

This property works in conjunction with 'Credit Amount' property on this page and with the "When credit limits are exceeded" Sales Preference. Click /wiki/spaces/HELP/pages/2684911629 for additional information on managing Credit Limits.

The options include:

No Credit: The Customer does not have any credit and the 'Credit Amount' property is set to 0.00 and will be disabled.
Specific Amount: The Customer has a set Credit Limit that will be specified in the 'Credit Amount' property.
Unlimited Credit: The Customer has unlimited credit (i.e., Credit Limits are not managed for the Customer), and the 'Credit Amount' property is set to 0.00 and will be disabled.

Database Field: ERPx_ARCustomer.CreditLimitOptionEN

Credit Amount

A textbox to identify the Credit Amount for the Customer. This defaults from the Customer Class and must be >=0. If missing, it will be set to 0.00 on Save. If a negative amount is entered the message "([CustomerID]): Credit Amount must be greater than or equal to zero." will be displayed on Save.

Database Field: ERPx_ARCustomer.CreditLimitAmount

Finance Charge Option

This field is not used.

Database Field: ERPx_ARCustomer.FinanceChargeOptionEN

Finance Charge Amount

This field is not used.

Database Field: ERPx_ARCustomer.FinanceChargeAmount

Avg Days to Pay

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	Average Days to Pay
	Average Days to Pay
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This is calculated 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

Group: Other

Tax Class

A single select lookup to assign the Tax Class to the customer. This defaults to blank for new records, is not required and is always editable.

Tax Classes are used to calculate sales tax on Quick Sales transactions.

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	Def - Tax Class
	Def - Tax Class
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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.

Trade Discount Method

This field is not used.

Database Field: ERPx_ARCustomer.TradeDiscountMethodEN

Trade Discount Amount

This field is not used.

Database Field: ERPx_ARCustomer.TradeDiscount

Parent Customer

A single select lookup to identify the Parent Customer. This is not required and is always editable. The lookup contains a blank value, the current assigned value, and the list of all 'Active' Customers.

This is informational only.

Database Field: ERPx_ARCustomer.ParentCustomerSK

Hold

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	Def - On Hold - Vendor
	Def - On Hold - Vendor
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This is a Yes/No lookup to identify if the Customer account should be placed on hold or not. This defaults to "No" and is always editable.

If set to 'Yes' then new Quick Sale and Sales Orders cannot be entered for the Customer but Payments Receipts can still be taken.
If set to 'No' then the record is not on hold and can be freely used.

Database Field: ERPx_ARCustomer.IsOnHold

Default SO Certification

A multi select lookup to assign one or more Certifications to the Customer. This is not required and is always editable. Certifications assigned to a customer will default onto new Sales Orders where they can be used, edited, or removed.

Database Fields: ERPx_IMCertification.Certification, ERPx_ARCustomerCertification.CertificationSK, ERPx_ARCustomer.CustomerSK

Remit To Address

A single select lookup to identify the Address where payments from this customer should be sent. This is not required, and always editable.

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	Def - Remit To Address
	Def - Remit To Address
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Database Field: ERPx_ARCustomer.RemitToAddressSK

Inactive

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	Def - Inactive
	Def - Inactive
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This is a Yes/No lookup to identify if the Customer account is active or not. This defaults to "No" and is always editable.

If set to 'Yes' then the record is "Inactive" and will not be included in lookups for transactions or other master files.
If set to 'No' then the record is "Active" and can be freely used. This field is always editable.

Only Customers with no open transactions/ balances can be set to Inactive, otherwise the message "[Customer Name] ([CustomerID]) has a balance, has unapplied transactions, or is on an open transaction and cannot be saved as Inactive." will be displayed on Save.

Database Field: ERPx_ARCustomer.IsInactive

Attributes Tab

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Description

Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Fields

Description

Attribute

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	Attribute - Attribute
	Attribute - Attribute
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Customers).

Available

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	Attribute - Available
	Attribute - Available
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Value

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	Attribute - Value
	Attribute - Value
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Addresses Tab

This tab shows the list of all Address records that belong to the customer.

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Description

Delete

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	Delete - RV Grid - No Status
	Delete - RV Grid - No Status
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Excel

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	Excel - RV Header 3.0
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New

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	New - Global
	New - Global
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Fields

Description

Checkbox

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	Checkbox (Tag)- RV
	Checkbox (Tag)- RV
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Address 1

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	Def - Address - Address Line 1
	Def - Address - Address Line 1
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This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine1

Address 2

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	Def - Address - Address Line 2
	Def - Address - Address Line 2
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This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine2

Address 3

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	Def - Address - Address Line 3
	Def - Address - Address Line 3
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This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine3

Address ID

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	Def - Customer Address ID
	Def - Customer Address ID
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This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by Customer (For example, every Customer can have an Address ID of 'PRIMARY' but that ID can only be used once for each Customer account) and must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressID

Address Name

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	Def - Address - Address Name
	Def - Address - Address Name
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This is a text box to assign/edit the value for the Address Name that applies to the Address ID. This defaults from the Customer Name entered on the Properties tab but can be overwritten and must be <=150 characters. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Address Name is required." will be displayed on Save. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressName

Address Type

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	Def - Customer Address Type
	Def - Customer Address Type
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Database Field: ERPx_ARCustomerAddress.AddressTypeEN

City

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	Def - Address - City
	Def - Address - City
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This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=35 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.City

Country

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	Def - Address - Country
	Def - Address - Country
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This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Country

Email

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	Def - Address - Email
	Def - Address - Email
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This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Email

Fax

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	Def - Address - Fax
	Def - Address - Fax
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This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Fax

Freight Terms

A single select lookup to identify the default 'Freight Terms' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Freight Terms.

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	Def - Freight Terms
	Def - Freight Terms
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Database Field: ERPx_SOFreightTerms.FreightTermName, ERPx_ARCustomerAddress.SOFreightTermsEN

Item Access

A single select lookup to identify how access to sales items are established for the Address ID. This defaults to "Inherit Item access from Customer" but is always editable. The available options include:

Allow access to all Items: Any item from the Item Master can be sold to the Customer Adddress.
Inherit Item access from Customer: The rules for the Address are controlled by the "Full Item Access" property on the Customer Record View.
Limit access to only assigned Item Sets: Only the Items included on the Item Set(s) assigned on the Customer Address 'Catalog Tab' can be sold to the Customer.

Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN

Phone

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	Def - Address - Phone 1
	Def - Address - Phone 1
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This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Phone1

Salesperson - Inside

A single select lookup to identify a default 'Inside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Inside Salespersons.

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	Def - Salesperson - Inside
	Def - Salesperson - Inside
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Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK

Salesperson - Outside

A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Outside Salespersons.

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	Def - Salesperson - Outside
	Def - Salesperson - Outside
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Database Field: ERPx_ARCustomerAddress.SalespersonSK

SO Carrier

A single select lookup to identify the default 'Carrier' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Carriers.

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	Def - Carrier
	Def - Carrier
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Database Field: ERPx_ARCustomerAddress.CarrierSK

SO Freight Programs

This field is not used.

Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN

SO Site

A single select lookup to identify the default 'Site' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Sites.

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	Def - Site
	Def - Site
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Database Field: ERPx_ARCustomerAddress.SiteSK

State

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	Def - Address - State
	Def - Address - State
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This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.State

Tax Class

This field is not currently used, it is managed at the Customer level.

A single select lookup to assign the Tax Class to the Customer Address. This defaults to blank for new records, is not required and is always editable.

Tax Classes are used to calculate sales tax on Quick Sales transactions.

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	Def - Tax Class
	Def - Tax Class
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Database Field: ERPx_ARCustomerAddress.TaxClassSK

Zip

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	Def - Address - Zip
	Def - Address - Zip
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This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.Zip

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Description

Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Fields

Description

Contact Type

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	Def - Contact - Type
	Def - Contact - Type
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This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support.

Database Field: ERPx_ARCustomerContact.ContactTypeSK

Email

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	Def - Contact - Email
	Def - Contact - Email
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This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Email

Fax

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	Def - Contact - Fax
	Def - Contact - Fax
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This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Fax

Name

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	Def - Contact - Name
	Def - Contact - Name
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This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Name

Note

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	Def - Contact - Note
	Def - Contact - Note
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This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Note

Phone

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	Def - Contact - Phone 1
	Def - Contact - Phone 1
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This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_ARCustomerContact.Phone

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Description

Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Fields

Description

Account Type

This field contains the following account types:

Accounts Receivable:

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	Def - GL Account - Accounts Receivable
	Def - GL Account - Accounts Receivable
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This Account is not editable on transactions.

Database Field: ERPx_ARCustomer.GLARAccountSK

Sales: This Account Type is not managed from here; it is configured on the Item.

Database Field: ERPx_ARCustomer.SalesActSK

Cost of Sales: This Account Type is not managed from here; it is configured on the Item.

Database Field: ERPx_ARCustomer.COGSActSK

Inventory: This Account Type is not managed from here; it is configured on the Item.

Database Field: ERPx_ARCustomer.InventoryActSK

Terms Discount Taken:

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	Def - GL Account - Terms Discount Taken
	Def - GL Account - Terms Discount Taken
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This Account is not editable on transactions.

Database Field: ERPx_ARCustomer.TermsDiscTakenActSK

Terms Discount Available: This Account Type is not used.

Database Field: ERPx_ARCustomer.TermsDiscAvailActSK

Finance Charges: This Account Type is not used.

Database Field: ERPx_ARCustomer.FinanceChgActSK

Writeoffs:

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	Def - GL Account - Write Off
	Def - GL Account - Write Off
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This Account is editable when applying payments.

Database Field: ERPx_ARCustomer.WriteOffActSK

Overpayment Writeoffs: This Account Type is not used.

Database Field: ERPx_ARCustomer.OverPmtWriteOffActSK

Sales Order Returns: This Account Type is not managed from here; it is configured on the Item.

Database Field: ERPx_ARCustomer.SalesReturnActSK

Account

A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Customer Class and is not required to save the master file record but may be required to post a transaction. This is always editable.

The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts.

Versions Compared

Old Version 8

New Version 9

Key

Attributes Tab

Addresses Tab

Related Topics

Page Definitions

Page Comparison

Versions Compared

Old Version 8

New Version 9

Key

Attributes Tab

Addresses Tab

Related Topics

Page Definitions