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Tom Williams

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Customers are entities you sell things to and the Customer List View shows the list of these accounts. Customers are used in Sale and Sales Programs.

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Def - Customer
Def - Customer
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 The purpose of this page is to add, edit, remove, and activate/inactive these records.

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Customers' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Customer attributes are not included in the help documentation.

Software Version: 20192022.0906.0316 and newer

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HELP:Def:

Toolbar IconsDescription
Delete
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Delete - LV
Delete - LV
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Excel
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Excel - LV
Excel - LV
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Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Grid Layout
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Grid Layout - Global
Grid Layout - Global
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Help
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Help - Global
Help - Global
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New
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New - Global
New - Global
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FieldsDescription

Checkbox

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.

The Currency assigned identifies the transaction currency used for the customer. If a Customer is assigned a Currency of "USD", all of their transactions are stated in "USD" and their payments must be received in "USD". Changing the assigned Currency is allowed but should not be done until all the open receivable transactions are fully applied.

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

Linked Database Field: ERPx_ARCustomer.CurrencyID

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HELP:Def: Currency
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Checkbox
Checkbox

Used to select one or more records for delete or mass update.

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Avg Days to Pay

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Average Days to Pay
Average Days to Pay
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 This is required 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

Currency

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Def - Currency
Def - Currency
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 This is required for all Customers and is always editable from the Customer Record. Changing the assigned Currency is allowed the Customer Record View but should not be done until all the open receivable transactions are fully applied.

Database Fields: ERPx_MFCurrency.CurrencyID, 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 Customer Class is used to classify customers and to set default Properties and Accounts (GL Accounts). These defaults can be overwritten for individual Customers.

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

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 This is required for all Customers and is always editable from the Customer Record. Changing the assigned Customer Class is allowed the Customer Record View but changing it will not update any of the default values from customer properties or accounts that are assigned on the new Class. 

Database Fields: ERPx_ARCustomerClass.Description, ERPx_ARCustomer.CustomerClassSK

Customer ID

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Def - Customer ID

A hyperlink that shows the value of the ‘Customer ID' property on the Customer record. Clicking on the link

Def - Customer ID
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 Clicking on the hyperlink 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

is required and is always editable from the Customer Record View 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

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

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Def - Customer Name
Def - Customer Name
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 This is required and is always editable from the Customer Record View. 

Database Field: ERPx_ARCustomer.CustomerName

Hold

The value from the 'Hold' property on the Customer record. If set to 'Yes' then new Sales Orders or Quick Sales cannot be entered but Price Adjustments, Returns and Payment Receipts are allowed. This does not currently work, as On Hold Customers are not displayed in the Payment Receipt lookup. 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

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Def - On Hold - Customer
Def - On Hold - Customer
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 This is required and is always editable from the Customer Record View. 

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.

Only Customers with no open transactions can be set to Inactive. ←This does not currently work, any customer is currently allowed to be put on hold

Linked

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Def - Inactive
Def - Inactive
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 This is required and is always editable from the Customer Record View but only Customers with no open or unapplied transactions can be set to Inactive.

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

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Def - Invoice Delivery Method
Def - Invoice Delivery Method
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 This is required and is always editable from the Customer Record View. 

Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN

Payment TermsThe 'Payment Terms' 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]): Payment Terms is required." will be displayed on Save. This field

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Def - Payment Terms
Def - Payment Terms
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 This is required and is always editable from the Customer Record View but will only apply to new transactions, it will not update existing transactions.

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermsSK 

Tax Class

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Def - Tax Class
Def - Tax Class
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 This defaults to blank for new records. This is not required and is always editable from the record view.

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'

Payment Terms.

Payment Terms are used to calculate Due Dates, Payment Discounts, and Customer Aging.

Linked Database Field: ERPx_ARCustomer.PaymentTermsSK

Tax Class records.

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