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: 2026.06.17 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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Fields	Description
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Avg Days to Pay	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	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	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	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	This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.CustomerName
Default Checkbook	Identifies the Checkbook assigned to the customer. This is required and is always editable from the Customer Record View. Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomer.CheckbookSK
Hold	This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.IsOnHold
Inactive	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	This is required and is always editable from the Customer Record View. Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN
Payment Terms	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	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.

Customers List View

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Related Topics

Page Definitions

Technical Details