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changes.mady.by.user Tom Williams

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changes.mady.by.user Emma Greenwood

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Def - Customer
Def - Customer
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The purpose of this page is to change the customer that was previously selected and assigned to the transaction.  When this page opens, it displays all the all the active Customers and associated ship to addresses. 

Software Version: 2021.0611.04 05 and newer

Table of Contents
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Toolbar IconsDescription
Excel
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Excel - LV
Excel - LV
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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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Save & Close

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Save & Close - LV
Save & Close - LV
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(lightbulb) If the transaction is in a status of Shipped and the user tries to change the Customer, the message "Cannot change the Customer on a Shipped Order, it must be unshipped first" will be displayed when Save & Close is clicked. 

Search 
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Search - LV
Search - LV
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FieldsDescription
Address

Displays the value in Address Line 1 of the Ship To Address. This is a non-editable text box that is not required. It defaults from the 'Address 1' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

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Def - Address - Address Line 1
Def - Address - Address Line 1
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Database Field: ERPx_ARCustomerAddress.AddressLine1

Address ID

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Address ID
Address ID
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This is a non-editable text box that is required. It defaults from the 'Address ID' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View.

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Def - Customer Address ID
Def - Customer Address ID
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Note: Address Types of "Both" and Shipping" will be included on this page; Address Types of "Inactive" and "Billing" will not be included on this page.

Database Field: ERPx_ARCustomerAddress.AddressID

Address Name

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Address Name
Address Name
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This is is a non-editable text box that is required. It defaults from the 'Address Name' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

Database Field: ERPx_ARCustomerAddress.AddressName

City

Displays the destination City where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'City' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

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Def - Address - City
Def - Address - City
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Database Field: ERPx_ARCustomerAddress.City

Customer

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Customer ID - Transaction
Customer ID - Transaction
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This is a non-editable text box that is required. It defaults from the 'Customer ID' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View.

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Def - Customer ID
Def - Customer ID
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Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK

Customer Name

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Customer Name - Transaction
Customer Name - Transaction
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This is a non-editable text box that is required. It defaults from the 'Customer Name' field on the 'Properties' tab of the Customer Record View. This field is editable from the Customer Record View.

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Def - Customer Name
Def - Customer Name
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Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARCustomerAddress.CustomerSK

State

Displays the destination State where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'State' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

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Def - Address - State
Def - Address - State
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Database Field: ERPx_ARCustomerAddress.State

Zip

Displays the destination Zip Code where the order will be shipped. This is a non-editable text box that is not required. It defaults from the 'Zip' field on the 'Properties' tab of the Customer Addresses Record View. This field is editable from the Customer Addresses Record View and the Customer Record View.

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Def - Address - Zip
Def - Address - Zip
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Database Field: ERPx_ARCustomerAddress.Zip

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