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

Software Version: 2023.06.30 and newer

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 This is a text box that , is required and must be <= 50 charactersCustomer Processing Failed: ([CustomerID]): Customer ID  This across all Customer accounts uniqueCustomer Processing Failed: ([CustomerID]): Duplicate Customer ID is  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

 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  This ARCustomerCustomerNameStatement Name Statement Name Statement Name 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

Customer Class ID Customer Class ID This lookup that defaults to blank but is required. If missing, the message "Customer Processing Failed: ([CustomerID]): Customer Class 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.  records in the Customer Class master file ARCustomerClassClassDescription ARCustomerCustomerClassSKAttribute Class Attribute Class Attribute Class This a  defaults to 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 Attribute Classes' with an 'Attribute Type' of "Customer Attribute Class". 

Database Field: ERPx_ARCustomer.AttributeClassSK

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

 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

 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

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. 

Database Field: ERPx_ARCustomer.DueDateGracePeriod

 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

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.

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.

 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 

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

 Database Field: ERPx_ARCustomer.RemitToAddressSK Customer account 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 / 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.  ARCustomer
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    FieldsDescription
    Properties 
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    Properties - RV
    Properties - RV
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    Roll Down

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    Value
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    Value - RV
    Value - RV
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    Group: ID and DescriptionsCustomer ID
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    Def - Customer IDDef - Customer ID
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    Class ID

    A textbox to enter the unique identifier for the Class. This defaults to blank for new records

    and is required. If not assigned, the message "

    Class ID is required." will be displayed on Save.

     This value must be unique

    . If not

    , the message "

    Duplicate Class IDs are not allowed." will be displayed on Save.

    		Customer Name
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    Def - Customer NameDef - Customer Name
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     This field is always editable from the record view and must be <= 25 characters. 

    The Class ID is used as a short description and unique identifier of the Class. 

    Linked Database Field: ERPx_ERPx_ARCustomerClass.ClassID

    Description

    A textbox to enter a description for the Class. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save.

    This field is always editable from the record view and must be <= 50 characters. 

    The Description is used as a long description/name of the Class.

    Linked Database Field: ERPx_ERPx_

    ARCustomerClass.

    Description

    Group: Configuration
    Checkbook

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    Def -

    Checkbook
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    Checkbook
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    Group: Configuration
    Customer Class

     This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from a customer. This defaults as blank, is not required, and is always editable.

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

    Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomerClass.CheckbookSK

    Currency

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    Def -

    Currency
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    Currency
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     This is a single-select

    lookup that defaults from the Currency assigned to the 'Home Currency' on the Company → Configuration → Preferences page. This is required and always editable. If missing, the message "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_

    ARCustomerClass.

    CurrencySK 

    Payment Terms

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    Def -

    Payment Terms
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    Payment Terms
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     This is

    a single-select lookup to assign the default 'Payment Terms' that

    will be assigned to customers in this class. This defaults as blank, is not required, and is always editable.

      

    The lookup contains a blank value, the current assigned value, and a list of all the '

    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 - CheckbookDef - Checkbook
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    Currency
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    Def - CurrencyDef - Currency
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    Payment Terms
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    Def - Payment TermsDef - Payment Terms
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    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
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    Def - Customer Favorite ItemsDef - Customer Favorite Items
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    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 PayAverage Days to Pay
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    Group: Other
    Tax Class
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    Def - Tax ClassDef - Tax Class
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    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 - VendorDef - On Hold - Vendor
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    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
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    Def - Remit To AddressDef - Remit To Address
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    Active' Payment Terms.

    Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomerClass.PaymentTermSK

    Discount Grace Period

    This field is not used.

    Database Field: ERPx_ARCustomerClass.DiscountGracePeriod 

    Due Date Grace Period

    This field is not used.

    Database Field: ERPx_ARCustomerClass.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 Class. This defaults as "Unlimited Credit", is required and is always editable. If missing, the message "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_ARCustomerClass.CreditLimitOptionEN

    Credit Amount

    A textbox to identify the Credit Amount for the Class. This defaults as "0.00000" and must be >=0. If missing, negative, or the 'Credit Limit Option' is set to "No Credit" this will be set to 0.00 on Save. 

    Database Field: ERPx_ARCustomerClass.CreditLimitAmount

    Finance Charge Option

    This field is not used.

    Database Field: ERPx_ARCustomerClass.FinanceChargeOptionEN

    Finance Charge Amount

    This field is not used.

    Database Field: ERPx_ARCustomerClass.FinanceChargeAmount

    Group: Other
    Tax Class

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

    This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records.

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    Def - Tax Class
    Def - Tax Class
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    Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_ARCustomerClass.TaxClassSK 

    Inactive

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    Def - Inactive
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    This is a Yes/No lookup to identify if the

    Class 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. 

    Database Field: ERPx_

    ARCustomerClass.IsInactive

    Accounts Tab

    This tab shows the list of GL Accounts that will default to customers assigned this Customer Class.

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    FieldsDescription
    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_ARCustomerARCustomerClass.GLARAccountSK 

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

    Database Field: ERPx_ARCustomerClass.SalesActSK

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

    Database Field: ERPx_ARCustomerClass.COGSActSK

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

    Database Field: ERPx_ARCustomerClass.InventoryActSK

    Terms Discount Taken: 

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

    Database Field: ERPx_ARCustomerClass.TermsDiscTakenActSK

    Terms Discount Available: This Account Type is not used.  

    Database Field: ERPx_ARCustomerClass.TermsDiscAvailActSK

    Finance Charges: This Account Type is not used.  

    Database Field: ERPx_ARCustomerClass.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_ARCustomerClass.WriteOffActSK

    Overpayment Writeoffs: This Account Type is not used.  

    Database Field: ERPx_ARCustomerClass.OverPmtWriteOffActSK

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

    Database Field: ERPx_ARCustomerClass.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.

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