Customers List View
- Janice Dannenberg (Unlicensed)
- Tom Williams
- Emma Greenwood
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 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: 2022.06.16 and newer
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| Toolbar Icons | Description |
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| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Excel | Export 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens 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).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| Fields | Description |
Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Avg Days to Pay | Identifies the Average Days it takes a customer to pay their invoices. It is calculated by summarizing the total number of days to pay for each applicable invoice and dividing that amount by the number of applicable invoices. 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 | The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. 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. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_ARCustomer.CurrencyID |
Customer Class | Customer Classes are used to identify default values that are applied to new Customer records and to group Customers and transactions together for reporting and data selection purposes. 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 ID | 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. Clicking on the hyperlink opens the record view for the selected Customer. This 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 | Customer Names are used as a long description for Customer records. This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.CustomerName |
Hold | Identifies if the Customer is "on Hold". If a Customer is on hold (set to "Yes") then new the customer will not be available in the Customer lookup when starting new sales order transactions but payments can be received from them and applied to open invoices and new Returns and Price Adjustments can be created. If set to "No" or blank, the Customer is not on hold and all transactions can be processed. This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.IsOnHold |
Inactive | Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. 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 | Identifies the default method for generating Invoices. This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN |
Payment Terms | Payment Terms identify the terms your company extends to your Customers and that your Vendors extend to you. Payment Terms are used to calculate aging and payment discounts. 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 | Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions. 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' Tax Class records. |