Insert excerptDef - Customer Address IDDef - Customer Address IDnopaneltrue The purpose of the Customer Address Record View is to add, edit, and remove Customer Address records. From here, users can add, edit, remove, and activate/inactivate these records.

Software Version: 2023.06.30 and newer

Table of Contents

type	flat

Page Header

...

[Address ID] - [City], [State] - [Customer Name] ([Customer ID]).

The lookup contains the list of all Customer Address IDs. If changed, the details below will be updated to reflect the new Address ID.

Database Fields: ERPx_ARCustomer.Address.AddressID, ERPx_ARCustomer.Address.City, ERPx_ARCustomer.Address.State, ERPx_ARCustomer.CustomerID, ERPx_ARCustomer.CustomerDescription

...

Database Fields: ERPx_ARCustomer.CustomerID + ERPx_ARCustomer.CustomerDescription

Properties Tab

...

Database Field: ERPx_ARCustomer.CustomerID

...

Database Field: ERPx_ARCustomer.CustomerName

...

Database Field: ERPx_ARCustomer.StatementName

...

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

...

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

...

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

...

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

...

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

...

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

...

This field is not used.

Database Field: ERPx_ARCustomer.DiscountGracePeriod

...

This field is not used.

Database Field: ERPx_ARCustomer.DueDateGracePeriod

...

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

...

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

...

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

...

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

...

This field is not used.

Database Field: ERPx_ARCustomer.FinanceChargeOptionEN

...

This field is not used.

Database Field: ERPx_ARCustomer.FinanceChargeAmount

...

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 field is not used.

Database Field: ERPx_ARCustomer.TradeDiscountMethodEN

...

This field is not used.

Database Field: ERPx_ARCustomer.TradeDiscount

...

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

...

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 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

...

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

...

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

...

Insert excerpt

	Def - Customer Address ID
	Def - Customer Address ID
nopanel	true

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

Software Version: 2023.08.31 and newer

Table of Contents

type	flat

Page Header

Toolbar Icons

Description

Delete

Insert excerpt

	Delete - RV Header 3.0
	Delete - RV Header 3.0
nopanel	true

Grid Layouts

Insert excerpt

	Grid Layout - Global
	Grid Layout - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

New

Insert excerpt

	New - Global 3.0
	New - Global 3.0
nopanel	true

Notes

Insert excerpt

	Notes - Global
	Notes - Global
nopanel	true

Save

Insert excerpt

	Save - Global
	Save - Global
nopanel	true

Fields

Description

Address

Insert excerpt

	Address ID
	Address ID
nopanel	true

This is a single select lookup that identifies the Customer Address, displayed as:

[Address ID] - [City], [State] - [Customer Name] ([Customer ID]).

The lookup contains the list of all Customer Address IDs. If changed, the details below will be updated to reflect the new Address ID.

Database Fields: ERPx_ARCustomer.Address.AddressID, ERPx_ARCustomer.Address.City, ERPx_ARCustomer.Address.State, ERPx_ARCustomer.CustomerID, ERPx_ARCustomer.CustomerDescription

Customer

Insert excerpt

	Customer ID and Name
	Customer ID and Name
nopanel	true

This is a non-editable lookup that identifies the Customer, displayed as [Customer ID] - [Customer Name] that the Address belongs to. This default from the Customer that was added on New.

Database Fields: ERPx_ARCustomer.CustomerID + ERPx_ARCustomer.CustomerDescription

Properties Tab

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

Fields

Description

Attribute

Properties

Insert excerpt

	Properties - RV
	Properties - RV
nopanel	true

Value

Insert excerpt

Attribute

	Value -

Attribute

RV

Attribute

	Value -

Attribute

RV
nopanel	true

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

Group: ID and Descriptions

Address Name

Insert excerpt

Attribute - AvailableAttribute - AvailablenopaneltrueValue

Def - Address - Address Name
	Def - Address - Address Name
nopanel	true

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 ID

Insert excerpt

Attribute

	Def -

Value

Customer Address ID

Attribute

	Def -

Value

Customer Address ID
nopanel	true

Addresses Tab

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

Toolbar IconsDescriptionDelete Insert excerptDelete - RV Grid - No StatusDelete - RV Grid - No StatusnopaneltrueExcel Insert excerptExcel - RV Header 3.0Excel - RV Header 3.0nopaneltrueNew Insert excerptNew - GlobalNew - GlobalnopaneltrueFieldsDescriptionCheckbox Insert excerptCheckbox (Tag)- RVCheckbox (Tag)- RVnopaneltrue

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

Group: Address

Address Type

Insert excerpt

	Def - Customer Address Type
	Def - Customer Address Type
nopanel	true

This is a single select lookup that defaults to "Both", is required, and is always editable.

This lookup contains the values in the AddressType Enumeration Class.

Database Field: ERPx_ARCustomerAddress.AddressTypeEN

Address 1

Insert excerpt

	Def - Address - Address Line 1
	Def - Address - Address Line 1
nopanel	true

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

Insert excerpt

	Def - Address - Address Line 2
	Def - Address - Address Line 2
nopanel	true

This is a text box to assign/edit the 'Address 2'

value for

value for the Address ID. This defaults to blank and is not required. If entered,

it

it must

be <

be <=75 characters. This

is always

is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine2

Address 3

Insert excerpt

	Def - Address - Address Line 3
	Def - Address - Address Line 3
nopanel	true

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

<=75 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.AddressLine3

City

Insert excerpt

	Def - Address - City
	Def - Address - City
nopanel	true

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.

AddressLine3

City

Address ID

State

Insert excerpt

	Def -

Customer

Address

ID

- State
	Def -

Customer

Address

ID

- State
nopanel	true

This is a text box to assign/edit the

value of

'State' value for the Address ID. This defaults to

"Primary"

blank 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

not required. If entered, it must be <=

25

30 characters. This

is

is always editable.

Database Field: ERPx_ARCustomerAddress.

AddressID

State

Address Name

Zip

Insert excerpt

	Def - Address -

Address Name

Zip
	Def - Address -

Address Name

Zip
nopanel	true

This is a text box to assign/edit the 'Zip' 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

to blank and is not required. If entered, it 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

15 characters. This is always editable.

Database Field:

ERPx_ARCustomerAddress.

AddressName

Zip

Address Type

Country

Insert excerpt

	Def -

Customer

Address

Type

- Country
	Def -

Customer

Address

Type

- Country
nopanel	true

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.

AddressTypeEN

Country

City

Phone

Insert excerpt

	Def - Address -

City

Phone 1
	Def - Address -

City

Phone 1
nopanel	true

This is a text box to assign/edit the '

City

Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=

35

25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.

City

Phone1

Country

Fax

Insert excerpt

	Def - Address -

Country

Fax
	Def - Address -

Country

Fax
nopanel	true

This is a text box to assign/edit the '

Country

email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=

50

25 characters. This is always editable.

Database Field: ERPx_ARCustomerAddress.

Country

Fax

Email

Insert excerpt

	Def - Address - Email
	Def - Address - Email
nopanel	true

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

Group: Configuration

Attribute Class

Insert excerpt

	Def -

Address - Fax

Attribute Class
	Def -

Address - Fax

Attribute Class
nopanel	true

This is

a text box to assign/edit the 'email' value for the Address ID. This

a single-select lookup that defaults to blank

and

, is not required

. If entered, it must be <=25 characters. This is always editable.

, 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 Address Attribute Class".

Database Field:

ERPx

ERPx_ARCustomerAddress.

FaxFreight Terms

AttributeClassSK
Sales Order Site	A single select lookup to identify the default '

Freight Terms

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'

Freight Terms

Sites.

Insert excerpt

	Def -

Freight Terms

Site
	Def -

Freight Terms

Site
nopanel	true

Database Field:

ERPx_SOFreightTerms.FreightTermName,

ERPx_ARCustomerAddress.

SOFreightTermsENItem 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

SiteSK

Sales Order 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.

Insert excerpt

	Def -

Address - Phone 1

Carrier
	Def -

Address - Phone 1

Carrier
nopanel	true

This is a text box to assign/edit the 'Phone' value for the Address ID

Database Field: ERPx_ARCustomerAddress.CarrierSK

Salesperson - Outside

A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank

and

, is not required, and is always editable. If

entered, it must be <=25 characters. This is always editable.

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.

Insert excerpt

	Def - Salesperson - Outside
	Def - Salesperson - Outside
nopanel	true

Database Field: ERPx_ARCustomerAddress.

Phone1

SalespersonSK

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.

Insert excerpt

	Def - Salesperson - Inside
	Def - Salesperson - Inside
nopanel	true

Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK

Salesperson - Outside

Item Access

A single select lookup to identify

a default 'Outside Salesperson'

how access to sales items are established for the

Customer

Address ID. 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. Insert excerptDef - Salesperson - OutsideDef - Salesperson - Outsidenopaneltrue

Database Field: ERPx_ARCustomerAddress.SalespersonSK

SO Carrier

"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.

This lookup contains the values in the ARItemAccessOption Enumeration Class.

Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN

Tax Class

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

A single select lookup to

identify the default 'Carrier' for

assign the Tax Class to the Customer Address.

This

This defaults to blank for new records, 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

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

Insert excerpt

	Def -

Carrier

Tax Class
	Def -

Carrier

Tax Class
nopanel	true

Database Field: ERPx_ARCustomerAddress.

CarrierSK

TaxClassSK

SO Freight Programs

This field is not used.

Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN

SO Site

Freight Terms

A single select lookup to identify the default '

Site

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'

Sites

Freight Terms.

Insert excerpt

	Def -

Site

Freight Terms
	Def -

Site

Freight Terms
nopanel	true

Database Field: ERPx_SOFreightTerms.Name

Sales Order Freight Programs

This field is not used.

Database Field: ERPx_ARCustomerAddress.

SiteSKState

SOFreightProgramsEN

Attributes Tab

Def - Address - State

Toolbar Icons

Description

Excel

Insert excerpt

Def - Address - State

Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

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.

Insert excerptDef - Tax ClassDef - Tax Classnopaneltrue

Database Field: ERPx_ARCustomerAddress.TaxClassSK

Zip Insert excerptDef - Address - ZipDef - Address - Zipnopaneltrue 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

Fields

Description

Attribute

Insert excerpt

	Attribute - Attribute
	Attribute - Attribute
nopanel	true

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

Available

Insert excerpt

	Attribute - Available
	Attribute - Available
nopanel	true

Value

Insert excerpt

	Attribute - Value
	Attribute - Value
nopanel	true

Contacts Tab

This tab shows the list of all Contacts that belong to the customer address.

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

Fields

Description

Contact Type

Insert excerpt

	Def - Contact - Type
	Def - Contact - Type
nopanel	true

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

Insert excerpt

	Def - Contact - Email
	Def - Contact - Email
nopanel	true

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

Insert excerpt

	Def - Contact - Fax
	Def - Contact - Fax
nopanel	true

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

Insert excerpt

	Def - Contact - Name
	Def - Contact - Name
nopanel	true

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

Insert excerpt

	Def - Contact - Note
	Def - Contact - Note
nopanel	true

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

Insert excerpt

	Def - Contact - Phone 1
	Def - Contact - Phone 1
nopanel	true

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

...

This tab shows the list of all Sales Programs that are applicable to the customer address. This grid is informational only, it is not editable.

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

Fields

Description

Address ID

A text box to identify the Customer Address ID assigned to the Sales Program.

Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SPProgramCustomerAddress.CustomerAddressSK, ERPx_SPProgram.ProgramHeaderSK

Active

A textbox to identify if the Sales Program is 'Active'. If "Yes" the Program is Active, if blank the Program is Inactive.

Database Fields: ERPx_SPProgram.IsInactive

End

A textbox to identify if the 'End Date' assigned to the Sales Program.

Database Fields: ERPx_SPProgram.EndDate

Program

A hyperlink to identify the Program ID. Clicking on the hyperlink opens the Program Record View within the page.

Database Fields: ERPx_SPProgram.ProgramID

Program Class

A textbox to identify the Program Class assigned to the Program ID.

Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgram.ProgramClassSK

Program Type

A textbox to identify the Program Type. Program Types can be as follows:

Insert excerpt
Def - Program Type - SP Accrual
Def - Program Type - SP Accrual
nopanel true
Insert excerpt
Def - Program Type - SP Brokerage
Def - Program Type - SP Brokerage
nopanel true
Insert excerpt
Def - Program Type - SP Off Book
Def - Program Type - SP Off Book
nopanel true
Insert excerpt
Def - Program Type - SP On Invoice
Def - Program Type - SP On Invoice
nopanel true
Insert excerpt
Def - Program Type - SP Rebate
Def - Program Type - SP Rebate
nopanel true

Database Fields: ERPx_MFSysEnumeration.EnumerationValue where EnumerationClass = 'SPProgramType', ERPx_SPProgramClass.ProgramTypeSKClassName, ERPx_SPProgramSPProgramCustomerAddress.ProgramClassSKProgramHeaderSK

Start

A textbox to identify if the 'Start Date' assigned to the Sales Program.

Database Fields: ERPx_SPProgram.StartDate

...

This tab shows the list of Item Sets, containing the list of Items, that the Customer customer address has rights to purchase.

Toolbar Icons

Description

Delete

Insert excerpt

	Delete - RV Grid
	Delete - RV Grid
nopanel	true

Excel

Insert excerpt

	Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

New

Insert excerpt

	New - Global
	New - Global
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Item Set

Insert excerpt

	Item Set - Sales Program
	Item Set - Sales Program
nopanel	true

...

This tab shows the Favorite Items belonging to the customer address.

Toolbar Icons

Description

Delete

Insert excerpt

	Delete - RV Grid
	Delete - RV Grid
nopanel	true

Excel

Insert excerpt

	Excel - RV Header 3.0
	Excel - RV Header 3.0
nopanel	true

New

Insert excerpt

	New - Global
	New - Global
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

# Substitute Items

A hyperlink that displays the count of the substitute items assigned to the Customer Favorite Item. This defaults to the text 'Add' and shows the count once one or more substitute items have been assigned. Clicking on the hyperlink opens the 'Assign Substitute Items' page.

Customer Item Description

A textbox that identifies the Item Description the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 105 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer.

Database Field: ERPx_ARCustomerFavorite.CustomerItemDescription

Customer Item ID

A textbox that identifies the Item ID the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 50 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer.

Database Field: ERPx_ARCustomerFavorite.CustomerItemID

Item

Insert excerpt

	Item ID & Item Description
	Item ID & Item Description
nopanel	true

This defaults to blank, is required, is not editable after save, and duplicates are not allowed. The lookup contains a blank record and the list of all 'Active' Items.

Database Field: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_ARCustomerFavorite.ItemSK,

Price UOM

Insert excerpt

	UOM - Price
	UOM - Price
nopanel	true

This defaults from the 'Sales - Price' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item.

Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.PriceUOMSK

Seq.

A textbox that identifies the sequence the Favorite items will be displayed. This defaults to the next number based on the count of favorites for the Customer. This can only be edited by using Drag & Drop to move Favorite Items.

Database Field: ERPx_ARCustomerFavorite.LineItemSort

Unit UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This defaults from the 'Sales - Units' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item.

Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.UnitsUOMSK

Weight UOM

Insert excerpt

	UOM - Weight
	UOM - Weight
nopanel	true

This defaults from the 'Sales - Weight' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item.

Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.WeightUOMSK

...

This tab shows the list of Price Lists the Customer customer address is assigned to. They are listed in the sequence they are evaluated. Nothing within the grid is editable except the sequence the price lists are shown. The sequence can be changed using drag & drop.

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Versions Compared

Old Version 1

New Version Current

Key

Page Header

Properties Tab

Page Header

Properties Tab

Addresses Tab

Attributes Tab

Contacts Tab

Page Comparison

Versions Compared

Old Version 1

New Version Current

Key

Page Header

Properties Tab

Page Header

Properties Tab

Addresses Tab

Attributes Tab

Contacts Tab