Every Customer can have multiple Address ID's associated to them. The Address ID stores data pertaining to the physical location, phone, and email.
Software Version: 2019.09.03 and newer
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| New | Opens a new blank record for data entry. |
| 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_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 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 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 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 is always editable from the record view. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Linked Database Field: ERPx_ARCustomer.PaymentTermsSK |
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