Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

A Customer is a person or organization that buys goods or services from you. They are used in Sales and Sales Programs. 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: 2021.06.04 and newer

Page Details

Toolbar IconsDescription
ExcelExport the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. 
Grid LayoutOpens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

Help

Opens the online WIKI help page for the current page. 

(lightbulb) This icon is only visible on pages that are documented in the online help.

Save & CloseSaves your changes and closes the page, navigating you back to the Transaction Record View.
Search A non-required text box that defaults to blank and is used to search across all columns on the page. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options, if available).
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.

Address Line 1 typically contains the primary address information such as the street address. 

Database Field: ERPx_ARCustomerAddress.AddressLine1

Address ID

Identifies the ID of the Address for the associated Account. 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.

Customer Address IDs are used as a short description and unique identifier for Customer Address records. They can be changed at any time to any alphanumeric value. For Customers with only one Address, the default value of PRIMARY can be used. Address IDs of BILLING and SHIPPING are often used for Customers with separate addresses for each. For customers with many Ship-to addresses a City or Street name can be used.

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

Identifies the Name associated with the Address ID for the associated Account. 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.

The City identifies the value of 'City' in an address record. 

Database Field: ERPx_ARCustomerAddress.City

Customer

Error rendering macro 'excerpt-include' : No link could be created for 'Customer ID - Transaction'.
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.

Customer IDs are used as a short description and the unique identifier for Customers. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Customer IDs the 3-3-2 method would be recommended.

Database Fields: ERPx_ARCustomer.CustomerID, ERPx_ARCustomerAddress.CustomerSK

Customer Name

Error rendering macro 'excerpt-include' : No link could be created for 'Customer Name - Transaction'.
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.

Customer Names are used as a long description for Customer records. 

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.

The State identifies the value of 'State' in an address record. 

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.

The Zip identifies the value of 'Zip' (Zip Code) in an address record. 

Database Field: ERPx_ARCustomerAddress.Zip

Related Topics

User Guide: Sales Order



 Page Definitions

Page Definitions


 Technical Details

Technical Details


  • No labels