The Customers List View displays entities you sell to. Customers are used in the Sales and Sales Programs functional area. The
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
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
| Table of Contents | ||
|---|---|---|
|
...
| Toolbar Icons | Description | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Delete |
| |||||||||||||
| Excel |
| |||||||||||||
| Favorites |
| |||||||||||||
| Grid Layout |
| |||||||||||||
| Help |
| |||||||||||||
| New |
| |||||||||||||
| Fields | Description | |||||||||||||
Checkbox |
| 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
| ||||||||||
| Avg Days to Pay |
Database Field: ERPx_ARCustomer.AvgDaysToPay | |||||||||||||
Currency |
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 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
Database Fields: ERPx_ARCustomerClass.Description, ERPx_ARCustomer.CustomerClassSK | |||||||||||
Customer ID |
This The Customer ID is used as a short description and unique identifier of the Customer account. Linkedis 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
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 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 |
Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermsSK | |||||||||||||
| Tax Class |
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. |
Related Topics
| Expand | ||
|---|---|---|
| ||
Page Definitions |
...