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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.

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

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_

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.

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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

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Fields

Description

Checkbox

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	Checkbox
	Checkbox

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

Currency


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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 and is always editable from the Customer Record View but should not be done until all the open receivable transactions are fully applied

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Database

Fields: ERPx_MFCurrency.CurrencyID, ERPx_ARCustomer.CurrencyID

Customer Class

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	Def - Customer Class
	Def - Customer Class
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This is required and is always editable from the Customer Record View but changing it will not update any of the default customer properties or accounts that are assigned on the new Class.

Database Fields: ERPx_ARCustomerClass.Description, ERPx_ARCustomer.CustomerClassSK

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

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	Def - Customer ID
	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.

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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.

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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

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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

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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 Terms

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	Def - Payment Terms

The '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

	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.

Version	Old Version 8	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Tom Williams
Saved on	Mar 17, 2020	Aug 04, 2023

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