Sales Transaction - Change Customer Record View
- Emma Greenwood
- Tom Williams
- Janice Dannenberg (Unlicensed)
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: 2025.04.21 and newer
Page Details
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid 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, or excluded columns, only the contents in the grid will be exported. |
| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |
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| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Save & Close |
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| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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 | Displays the unique identifier for the Customer record or for the Customer assigned to a 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 | Identifies the name of the Customer record or for the Customer assigned to a 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 |
If the transaction is in a status of Shipped and the user tries to change the Customer, the message "Cannot change the Customer on a Shipped Order, it must be unshipped first" will be displayed when Save & Close is clicked.