Every Customer can have multiple Address ID's associated to them. The Address ID stores data pertaining to the physical location, phone, and email.
Software Version: 2019.09.03 and
This list view shows all the Address ID's for all the Customer accounts. The purpose of this page is to add, edit, remove, and activate/inactive these records.Insert excerpt Def - Customer Address Def - Customer Address nopanel true
This list view also contains columns for each Attribute that is set up for the 'Customer Addresses' attribute type. Customer Address attributes are automatically included in the default view. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2022.12.16 and newer
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Used to select one or more records for delete or mass update.
Currency
The 'Currency’ property on the Customer record. This defaults from the Customer Class on new records, but can be overwritten, and is required. If not assigned, the message "Customer Processing Failed: Request 1 ([CustomerID]): Currency is required." will be displayed on Save. This field is always editable from the record view.
This lookup contains a blank value, the current assigned value, and a list of all the Company Currencies.
Linked Database Field: ERPx_ARCustomer.CurrencyID
Customer Class
The ‘Customer Class' property on the Customer record.
This defaults to blank for new records and is required. If not assigned, the message "Customer Processing Failed: Request 1 ([CustomerID]): Customer Class is required." will be displayed on Save. This field is always editable from the record view.
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Customer Classes.
Linked Database Field: ERPx_ARCustomer.CustomerClassSK
Customer ID
A hyperlink that shows the value of the ‘Customer ID' property on the Customer record. Clicking on the link opens the record view for the selected Customer.
This defaults to blank for new records and is required. If not assigned, the message "Customer Processing Failed: Request 1 (#MISSING#): Customer ID is required." will be displayed on Save. This value must be unique. If not unique, the message "Customer Processing Failed: Request 1 ([CustomerID]): Duplicate Customer ID is not allowed." will be displayed on Save. This field is always editable from the record view.
The Customer ID is used as a short description and unique identifier of the Customer account.
Linked Database Field: ERPx_ARCustomer.CustomerID
Customer Name
The ‘Customer Name' property on the Customer record. This defaults to blank for new records and is required. If not assigned, the message "Customer Processing Failed: Request 1 ([CustomerID]): Customer Name is required." will be displayed on Save. This field is always editable from the record view.
The Customer Name is used as a long description/name of the Customer account.
Linked Database Field: ERPx_ARCustomer.CustomerName
Hold
The value from the 'Hold' property on the Customer record. If set to 'Yes' then new transactions can be entered for the Customer but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. 'No' values display as blank in the grid. This value is defaulted to ‘No’ for a new customer record is always editable.
Linked Database Field: ERPx_ARCustomer.IsOnHold
Inactive
The value from the 'Inactive' property on the Customer record. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is defaulted to ‘No’ for a new customer record and is always editable.
Linked Database Field: ERPx_ARCustomer.IsInactive
Invoice Delivery
The value from the ‘Invoice Delivery Method’ property on the Customer record. This is a required field and if not assigned, the message "Customer Processing Failed: Request 1 ([CustomerID]): Invoice Delivery Method is required." will be displayed on Save. The value is defaulted to “Print” (SOInvoiceDeliveryMethod Enumeration Class with an Enumeration Value of 1) for a new customer record and is always editable.
This lookup contains all the values in the SOInvoiceDeliveryMethod Enumeration Class.
Linked Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN
Payment Terms
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| Address 1 | Identifies the 'Address 1' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.AddressLine1 | ||||||||||||||||
| Address 2 | Identifies the 'Address 2' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.AddressLine2 | ||||||||||||||||
| Address 3 | Identifies the 'Address 3' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.AddressLine3 | ||||||||||||||||
Address ID |
Field: ERPx_ARCustomerAddress.AddressID | ||||||||||||||||
Address Name | Identifies the 'Address Name' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.AddressName | ||||||||||||||||
Address Type | Identifies the 'Address Type' assigned to the Customer Address. This is required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.AddressTypeEN | ||||||||||||||||
Carrier | Identifies the default Carrier assigned to the customer address. If a Carrier is specified, it will default on new Sales Orders for this address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ ARCustomerAddress.CarrierSK | ||||||||||||||||
City | Identifies the 'City' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.City | ||||||||||||||||
Customer Class | Identifies the 'Customer Class' assigned to Customer. This is required and is always editable from the 'Properties' tab of the Customer Record View.
Database Field: ERPx_ARCustomer.CustomerClassSK | ||||||||||||||||
Customer ID |
Database Field: ERPx_ARCustomerAddress.CustomerSK | ||||||||||||||||
Customer Name |
Database Field: ERPx_ARCustomer.CustomerName | ||||||||||||||||
Identifies the 'Email' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.Email | |||||||||||||||||
Fax | Identifies the 'Fax' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.Fax | ||||||||||||||||
Freight Terms | Identifies the default Freight Terms assigned to the customer address. If a Freight Term is specified, it will default on new Sales Orders for this address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.SOFreightTermsEN | ||||||||||||||||
| Payment Terms |
Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermsSK | ||||||||||||||||
Phone 1 | Identifies the 'Phone 1' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.Phone1 | ||||||||||||||||
| Salesperson - Inside | Identifies the default 'Inside Salesperson' assigned to the customer address. If an Inside Salesperson is specified, it will default on new Sales Orders for this address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.InsideSalesPersonSK | ||||||||||||||||
Salesperson - Outside | Identifies the default 'Outside Salesperson' assigned to the customer address. If an Outside Salesperson is specified, it will default on new Sales Orders for this address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.SalespersonSK | ||||||||||||||||
Site | Identifies the default Site assigned to the customer address. If a Site is specified, it will default on new Sales Orders for this address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.SiteSK | ||||||||||||||||
State | Identifies the 'State' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ARCustomerAddress.State | ||||||||||||||||
| Tax Class |
Tax Classes are used to calculate sales tax on Quick Sales transactions. Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_ARCustomerAddress.TaxClassSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' |
Tax Class records. | |||||||||
Zip | Identifies the 'Zip' assigned to the Customer Address. This is not required and is always editable from the 'Addresses' tab of the Customer Record View or the 'Properties' tab of the Customer Address Record View.
Database Field: ERPx_ |
ARCustomerAddress. |
Zip |
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