The purpose of the Customer Record View is to enter and edit Customer records. From here, users can add, edit, remove, and activate/inactivate these records. Insert excerpt Def - Customer Def - Customer nopanel true
Software Version: 2023.08.31 and newer
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Fields | Description | ||||||||
Properties |
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Value |
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Group: ID and Descriptions | |||||||||
Customer ID |
Database Field: ERPx_ARCustomer.CustomerID | ||||||||
Customer Name |
Database Field: ERPx_ARCustomer.CustomerName | ||||||||
Statement Name |
Database Field: ERPx_ARCustomer.StatementName | ||||||||
Group: Configuration | |||||||||
Customer Class |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Customer Class master file. Database Fields: ERPx_ARCustomerClass.ClassDescription, ERPx_ARCustomer.CustomerClassSK | ||||||||
Attribute Class |
The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Customer Attribute Class". Database Field: ERPx_ARCustomer.AttributeClassSK | ||||||||
Invoice Delivery Method | A single select lookup to identify the prefered method for getting the Sales Invoice to the Customer. This defaults to "Print" and is required. If missing the message "Customer Processing Failed: ([CustomerID]): Invoice Delivery Method is required." will be displayed on Save. The lookup the following options:
This lookup contains the values in the SOInvoiceDeliveryMethod Enumeration Class. Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN | ||||||||
Checkbook |
This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from the customer. This default from the Checkbook assigned to the Customer Class but can be edited. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Checkbook is required." will be displayed on Save. Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomer.CheckbookSK | ||||||||
Currency |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_ARCustomer.CurrencyID | ||||||||
Payment Terms |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermSK | ||||||||
Discount Grace Period | This field is not used. Database Field: ERPx_ARCustomer.DiscountGracePeriod | ||||||||
Due Date Grace Period | This field is not used. Database Field: ERPx_ARCustomer.DueDateGracePeriod | ||||||||
Group: Item Access | |||||||||
Full Item Access | A Yes/No lookup to identify whether or not the customer has visibly to all Item codes in the Item Master. This defaults to "Yes" but can be changed to "No".
Database Field: ERPx_ARCustomer.HasFullItemAccess | ||||||||
Use Favorites For | A single select lookup to specify where 'Favorite' items are stored. This defaults from the "Default Item Favorites Level" Sales Preference but can be change to any one of the following values:
Database Field: ERPx_ARCustomer.DueDateGracePeriod | ||||||||
Group: Credit Limits and Finance Charges | |||||||||
Credit Limit Option | A single select lookup to identify if, and how, Credit Limits are established for the Customer. This defaults from the Customer Class, is required and is always editable. If missing, the message "([CustomerID]): Credit Limit Option is required." will be displayed on Save. This property works in conjunction with 'Credit Amount' property on this page and with the "When credit limits are exceeded" Sales Preference. Click /wiki/spaces/HELP/pages/2684911629 for additional information on managing Credit Limits. The options include:
This lookup contains the values in the ARCreditLimitOption Enumeration Class. Database Field: ERPx_ARCustomer.CreditLimitOptionEN | ||||||||
Credit Amount | A textbox to identify the Credit Amount for the Customer. This defaults from the Customer Class and must be >=0. If missing, it will be set to 0.00 on Save. If a negative amount is entered the message "([CustomerID]): Credit Amount must be greater than or equal to zero." will be displayed on Save. Database Field: ERPx_ARCustomer.CreditLimitAmount | ||||||||
Finance Charge Option | This field is not used. Database Field: ERPx_ARCustomer.FinanceChargeOptionEN | ||||||||
Finance Charge Amount | This field is not used. Database Field: ERPx_ARCustomer.FinanceChargeAmount | ||||||||
Avg Days to Pay |
Database Field: ERPx_ARCustomer.AvgDaysToPay | ||||||||
Group: Other | |||||||||
Tax Class | A single select lookup to assign the Tax Class to the customer. This defaults to blank for new records, is not required and is always editable. 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. | ||||||||
Trade Discount Method | This field is not used. Database Field: ERPx_ARCustomer.TradeDiscountMethodEN | ||||||||
Trade Discount Amount | This field is not used. Database Field: ERPx_ARCustomer.TradeDiscount | ||||||||
Parent Customer | A single select lookup to identify the Parent Customer. This is not required and is always editable. The lookup contains a blank value, the current assigned value, and the list of all 'Active' Customers. This is informational only. Database Field: ERPx_ARCustomer.ParentCustomerSK | ||||||||
Hold |
Database Field: ERPx_ARCustomer.IsOnHold | ||||||||
Default SO Certification | A multi select lookup to assign one or more Certifications to the Customer. This is not required and is always editable. Certifications assigned to a customer will default onto new Sales Orders where they can be used, edited, or removed. Database Fields: ERPx_IMCertification.Certification, ERPx_ARCustomerCertification.CertificationSK, ERPx_ARCustomer.CustomerSK | ||||||||
Remit To Address | A single select lookup to identify the Address where payments from this customer should be sent. This is not required, and always editable.
Database Field: ERPx_ARCustomer.RemitToAddressSK | ||||||||
Inactive |
Only Customers with no open transactions/ balances can be set to Inactive, otherwise the message "[Customer Name] ([CustomerID]) has a balance, has unapplied transactions, or is on an open transaction and cannot be saved as Inactive." will be displayed on Save. Database Field: ERPx_ARCustomer.IsInactive |
Attributes Tab
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Addresses Tab
This tab shows the list of all Address records that belong to the customer.
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Delete |
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New |
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Fields | Description | ||||||||
Checkbox |
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Address 1 |
Database Field: ERPx_ARCustomerAddress.AddressLine1 | ||||||||
Address 2 |
Database Field: ERPx_ARCustomerAddress.AddressLine2 | ||||||||
Address 3 |
Database Field: ERPx_ARCustomerAddress.AddressLine3 | ||||||||
Address ID |
Database Field: ERPx_ARCustomerAddress.AddressID | ||||||||
Address Name |
Database Field: ERPx_ARCustomerAddress.AddressName | ||||||||
Address Type |
This lookup contains the values in the AddressType Enumeration Class. Database Field: ERPx_ARCustomerAddress.AddressTypeEN | ||||||||
City |
Database Field: ERPx_ARCustomerAddress.City | ||||||||
Country |
Database Field: ERPx_ARCustomerAddress.Country | ||||||||
Database Field: ERPx_ARCustomerAddress.Email | |||||||||
Fax |
Database Field: ERPx_ARCustomerAddress.Fax | ||||||||
Freight Terms | A single select lookup to identify the default 'Freight Terms' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten).
The lookup contains a blank value, the current assigned value, and the list of all 'Active' Freight Terms. Database Field: ERPx_SOFreightTerms.Name | ||||||||
Item Access | A single select lookup to identify how access to sales items are established for the Address ID. This defaults to "Inherit Item access from Customer" but is always editable. The available options include:
This lookup contains the values in the ARItemAccessOption Enumeration Class. Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN | ||||||||
Phone |
Database Field: ERPx_ARCustomerAddress.Phone1 | ||||||||
Salesperson - Inside | A single select lookup to identify a default 'Inside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Inside Salespersons.
Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK | ||||||||
Salesperson - Outside | A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Outside Salespersons.
Database Field: ERPx_ARCustomerAddress.SalespersonSK | ||||||||
SO Carrier | A single select lookup to identify the default 'Carrier' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Carriers.
Database Field: ERPx_ARCustomerAddress.CarrierSK | ||||||||
SO Freight Programs | This field is not used. Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN | ||||||||
SO Site | A single select lookup to identify the default 'Site' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Sites.
Database Field: ERPx_ARCustomerAddress.SiteSK | ||||||||
State |
Database Field: ERPx_ARCustomerAddress.State | ||||||||
Tax Class | This field is not currently used, it is managed at the Customer level. A single select lookup to assign the Tax Class to the Customer Address. This defaults to blank for new records, is not required and is always editable. Tax Classes are used to calculate sales tax on Quick Sales transactions.
Database Field: ERPx_ARCustomerAddress.TaxClassSK | ||||||||
Zip |
Database Field: ERPx_ARCustomerAddress.Zip |
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Fields | Description | ||||||||
Contact Type |
Database Field: ERPx_ARCustomerContact.ContactTypeSK | ||||||||
Database Field: ERPx_ARCustomerContact.Email | |||||||||
Fax |
Database Field: ERPx_ARCustomerContact.Fax | ||||||||
Name |
Database Field: ERPx_ARCustomerContact.Name | ||||||||
Note |
Database Field: ERPx_ARCustomerContact.Note | ||||||||
Phone |
Database Field: ERPx_ARCustomerContact.Phone |
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Fields | Description | ||||||||||||||||||||||||||||||||||||||||
Address ID | A text box to identify the Customer Address ID assigned to the Sales Program. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SPProgramCustomerAddress.CustomerAddressSK, ERPx_SPProgram.ProgramHeaderSK | ||||||||||||||||||||||||||||||||||||||||
Active | A textbox to identify if the Sales Program is 'Active'. If "Yes" the Program is Active, if blank the Program is Inactive. Database Fields: ERPx_SPProgram.IsInactive | ||||||||||||||||||||||||||||||||||||||||
End | A textbox to identify if the 'End Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.EndDate | ||||||||||||||||||||||||||||||||||||||||
Program | A hyperlink to identify the Program ID. Clicking on the hyperlink opens the Program Record View within the page. Database Fields: ERPx_SPProgram.ProgramID | ||||||||||||||||||||||||||||||||||||||||
Program Class | A textbox to identify the Program Class assigned to the Program ID. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgram.ProgramClassSK | ||||||||||||||||||||||||||||||||||||||||
Program Type | A textbox to identify the Program Type. Program Types can be as follows:
Database Fields: ERPx_MFSysEnumeration.EnumerationValue where EnumerationClass = 'SPProgramType', ERPx_SPProgramClass.ProgramTypeSKClassName, ERPx_SPProgramSPProgramCustomerAddress.ProgramClassSKProgramHeaderSK | ||||||||||||||||||||||||||||||||||||||||
Start | A textbox to identify if the 'Start Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.StartDate |
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Fields | Description | ||||||||
Account Type | This field contains the following account types: | ||||||||
Accounts Receivable:
Database Field: ERPx_ARCustomer.GLARAccountSK | |||||||||
Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.SalesActSK | |||||||||
Cost of Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.COGSActSK | |||||||||
Inventory: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.InventoryActSK | |||||||||
Terms Discount Taken:
Database Field: ERPx_ARCustomer.TermsDiscTakenActSK | |||||||||
Terms Discount Available: This Account Type is not used. Database Field: ERPx_ARCustomer.TermsDiscAvailActSK | |||||||||
Finance Charges: This Account Type is not used. Database Field: ERPx_ARCustomer.FinanceChgActSK | |||||||||
Writeoffs:
Database Field: ERPx_ARCustomer.WriteOffActSK | |||||||||
Overpayment Writeoffs: This Account Type is not used. Database Field: ERPx_ARCustomer.OverPmtWriteOffActSK | |||||||||
Sales Order Returns: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.SalesReturnActSK | |||||||||
Account | A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Customer Class and is not required to save the master file record but may be required to post a transaction. This is always editable. The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts. |
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