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Required Host System Prerequisites

• • Customer Class Setup
  • Financial Account Setup
  • Currency Setup
  • Checkbook Setup
  • Payment Terms Setup

Required NorthScope Prerequisites

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• Customer Class - if not setup in host system
• Financial Accounts - if not setup in host system
• Currency - if not setup in host system
• Checkbooks - if not setup in host system
• Payment Terms - if not setup in host system 

Optional Prerequisites

Optional NorthScope Prerequisites

• User Defined Attributes
• Integration Setup for 'Customer' set to 'Timed' or 'Immediate'
• Tax Class Setup

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Until the base properties have been assigned, the new customer record cannot be added. Enter the following customer properties.

Click here to view the Customer Properties help page  and and view what each property is responsible for.

• Attribute Class
• Customer Class
• Customer ID
• Customer Name
• Full Item Access
• Hold
• Inactive
• Invoice Delivery Method
• Parent Customer
• Use Favorites For

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When the Customer Record has successfully saved for the first time, the remaining Customer Properties can be completed.

Click here to view the Customer Properties help page  and and view what each property is responsible for.

• Checkbook
  • Note: This field value defaults from the Customer Class. 
• Credit Amount
  • Note: This field value defaults from the Customer Class.
• Credit Limit Option
  • Note: This field value defaults from the Customer Class.
• Currency
  • Note: This field value defaults from the Customer Class.
• Discount Grace Period
  • Note: This field value defaults from the Customer Class.
• Due Date Grace Period
  • Note: This field value defaults from the Customer Class.
• Finance Charge Amount
  • Note: This field value defaults from the Customer Class.
• Finance Charge Option
  • Note: This field value defaults from the Customer Class.
• Payment Terms
  • Note: This field value defaults from the Customer Class.
• Statement Name
  • Note: This field value defaults from the Customer Name.
• Tax Class
  • Note: This field value defaults from the Customer Class.
• Trade Discount Amount
  • Note: This field value defaults to '0.00000'.
• Trade Discount Method
  • Note: This field value defaults to '%'.

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To add new addresses for the customer, click on the Addresses tab. By default, a 'PRIMARY' address is assigned to the customer with the Address Name defaulting from the Customer Name and the Address Type defaulting to 'Both'. Once in the tab, click the New grid toolbar icon to open a New Address record view. The New Address record view will open with the following properties for the user to assign.

Click here to view the Address Properties help page  and and view what each property is responsible for.

• Address 1
• Address 2
• Address 3
• Address ID
• Address Name
  • Note: This field value defaults from the Customer Name
• City
• Country
• Email
• Fax
• Freight Terms
• Item Access
  • Note: This field value defaults to 'Inherit Item access from Customer'.
• Phone
• Salesperson
• Sales Order Carrier
• Sales Order Freight Programs
  • Note: This field value defaults to 'No Defaults'.
• Sales Order Site
• Tax Class
• Zip

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Click here to view the Contacts Tab help page  for for more information on these data fields.

• Contact Type
• Email
• Fax
• Name
• Note
• Phone

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Click here to view the Sales Programs help page for more information on the data fields that display, listed displayed below.

• Active
• Address ID
• End
• Program
• Program Class
• Program Type
• Start

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Then, select the desired favorite item(s) and their properties for the customer. Note that the selected Price UOM must match either the selected Units UOM or Weight UOM and duplicate item favorites are not allowed. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:

• Item must be active.
• Item can be only added once as a substitute item for the parent item.
• Item must have the same 'Managed Items by' property as the parent item.
• The parent item cannot be added as a substitute item to itself.   
• Item's 'Inventory Tracked' property is set to Yes.
• Item must have the same 'Lot Tracked' property as the parent item.

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Click here to view the Favorites help page for more information.

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Then, select the price list(s) to assign the customer.  

Click here to view the Price List help page for more information.

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Click here to view the Accounts tab help page page for more information about these data fields.

• Accounts Receivables
• Cost of Sales
• Finance Charges
• Inventory
• Overpayment Writeoffs
• Sales
• Sales Order Returns
• Terms Discount Available
• Terms Discounts Taken
• Writeoffs