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 the Customer Record View is to enter and edit Customer records. From here, users can add, edit, remove, and activate/inactivate these records.

Software Version: 2023.08.31 and newer

Page Header

Toolbar Icons	Description
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Grid Layouts	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). 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.
New	Opens a new blank record for data entry.
Notes	Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled.
Save	Saves all changes.
Fields	Description
Customer	Identifies the Customer assigned to the record, displayed as [CustomerID] - [Customer Name]. This is a single-select lookup that identifies the Customer, displayed as [Customer ID] - [Customer Name]. This default to blank on New. If changed, the details below will be updated to reflect the new Customer. This is editable by editing either the 'Customer ID' or 'Customer Name' from the 'Properties' tab on the Customer Record View. Database Field: ERPx_ARCustomer.CustomerID + ERPx_ARCustomer.CustomerDescription

Properties Tab

Toolbar Icons	Description
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.
Fields	Description
Properties	Identifies the Property that is being set up.
Value	A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified.
Group: ID and Descriptions
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. This is a text box that defaults to blank for new records, is required and must be <= 50 characters. If not assigned, the message "Customer Processing Failed: ([CustomerID]): Customer ID is required." will be displayed on Save. This value must be unique across all Customer accounts. If not unique, the message "Customer Processing Failed: ([CustomerID]): Duplicate Customer ID is not allowed." will be displayed on Save. This is always editable, 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 a text box that defaults to blank, is required and must be <=100 characters. If not assigned, the message "Customer Processing Failed: ([CustomerName]): Customer Name is required." will be displayed on Save. This is always editable. Database Field: ERPx_ARCustomer.CustomerName
Statement Name	The name used on Statements that can be sent out to Customers, Fishers, and/or Vendors. This is a text box that defaults to the Customer Name but is not required. If entered, it must be <=100 characters. This is always editable. Database Field: ERPx_ARCustomer.StatementName
Group: Configuration
Customer Class	Customer Class IDs are used as a short description and unique identifier for Customer Class records. This is a single-select lookup that defaults to blank but is required. If missing, the message "Customer Processing Failed: ([CustomerID]): Customer Class is required." will be displayed on Save. This field is always editable but changing it will not update any of the default customer properties or accounts that are assigned on the new Customer Class. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Customer Class master file. Database Fields: ERPx_ARCustomerClass.ClassDescription, ERPx_ARCustomer.CustomerClassSK
Attribute Class	Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. This is a single-select lookup that defaults to blank, is not required, and is always editable. Once assigned, the Attributes belonging to the Attribute Class will be visible and editable on the Attributes Tab. This is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Customer Attribute Class". Database Field: ERPx_ARCustomer.AttributeClassSK
Invoice Delivery Method	A single select lookup to identify the prefered method for getting the Sales Invoice to the Customer. This defaults to "Print" and is required. If missing the message "Customer Processing Failed: ([CustomerID]): Invoice Delivery Method is required." will be displayed on Save. The lookup the following options: Print Email Both This lookup contains the values in the SOInvoiceDeliveryMethod Enumeration Class. Database Field: ERPx_ARCustomer.InvoiceDeliveryMethodEN
Checkbook	Checkbooks represent individual bank accounts (checking, savings, petty cash) that have funds deposited into, or payments made out of, that are reconciled to a bank statement. They are used in the Financial, Fisherman Accounting, Grower Accounting, Purchasing, and Sales Functional Areas to support receiving payments from customers, making payments, deposits, and other bank transactions. This is a single-select lookup to assign the default 'Checkbook' that will be used for Payment Receipts received from the customer. This default from the Checkbook assigned to the Customer Class but can be edited. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Checkbook is required." will be displayed on Save. Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_ARCustomer.CheckbookSK
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 a single-select lookup that defaults from the Currency assigned to the 'Customer Class'. This is required and editable until the Customer is assigned to a transaction. If missing, the message "Customer Processing Failed: ([CustomerID]): Currency is required." will be displayed on Save. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_ARCustomer.CurrencyID
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 a single-select lookup that defaults from the Payment Terms assigned to the 'Customer Class'. This is required and is always editable. If missing, the message ""Customer Processing Failed: ([CustomerID]): Payment Terms are required." will be displayed on Save. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARCustomer.PaymentTermSK
Discount Grace Period	This field is not used. Database Field: ERPx_ARCustomer.DiscountGracePeriod
Due Date Grace Period	This field is not used. Database Field: ERPx_ARCustomer.DueDateGracePeriod
Group: Item Access
Full Item Access	A Yes/No lookup to identify whether or not the customer has visibly to all Item codes in the Item Master. This defaults to "Yes" but can be changed to "No". If "Yes" any item from the Item Master can be sold to the Customer. If "No" only the Items included on the Item Set(s) assigned to the Customer or Customer Address 'Catalog Tab' can be sold to the Customer. Database Field: ERPx_ARCustomer.HasFullItemAccess
Use Favorites For	A single select lookup to specify where 'Favorite' items are stored. This defaults from the "Default Item Favorites Level" Sales Preference but can be change to any one of the following values: Address: Favorites are auto assigned and managed at the Address level. If set to "Address" the Favorites Tab on the Customer Record View will be disabled and will be enabled on the Address Record View. Customer: Favorites are auto assigned and managed at the Customer level and shared across all the Customer Addresses for the Customer. If set to "Customer" the Favorites Tab on the Address Record View will be disabled and will be enabled on the Customer Record View. None: Favorites will not be auto assigned, nor can they be manually assigned. The Favorites Tab on both the Customer and Customer Address Record Views will be disabled. Customer Favorites refer to the items saved on the Customer or Customer Address 'Favorites' tab. These the items that have been assigned because they are frequently purchased. The Customer Favorite Items appear first during Order entry. Database Field: ERPx_ARCustomer.DueDateGracePeriod
Group: Credit Limits and Finance Charges
Credit Limit Option	A single select lookup to identify if, and how, Credit Limits are established for the Customer. This defaults from the Customer Class, is required and is always editable. If missing, the message "([CustomerID]): Credit Limit Option is required." will be displayed on Save. This property works in conjunction with 'Credit Amount' property on this page and with the "When credit limits are exceeded" Sales Preference. Click /wiki/spaces/HELP/pages/2684911629 for additional information on managing Credit Limits. The options include: No Credit: The Customer does not have any credit and the 'Credit Amount' property is set to 0.00 and will be disabled. Specific Amount: The Customer has a set Credit Limit that will be specified in the 'Credit Amount' property. Unlimited Credit: The Customer has unlimited credit (i.e., Credit Limits are not managed for the Customer), and the 'Credit Amount' property is set to 0.00 and will be disabled. This lookup contains the values in the ARCreditLimitOption Enumeration Class. Database Field: ERPx_ARCustomer.CreditLimitOptionEN
Credit Amount	A textbox to identify the Credit Amount for the Customer. This defaults from the Customer Class and must be >=0. If missing, it will be set to 0.00 on Save. If a negative amount is entered the message "([CustomerID]): Credit Amount must be greater than or equal to zero." will be displayed on Save. Database Field: ERPx_ARCustomer.CreditLimitAmount
Finance Charge Option	This field is not used. Database Field: ERPx_ARCustomer.FinanceChargeOptionEN
Finance Charge Amount	This field is not used. Database Field: ERPx_ARCustomer.FinanceChargeAmount
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 calculated 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
Group: Other
Tax Class	A single select lookup to assign the Tax Class to the customer. This defaults to blank for new records, is not required and is always editable. Tax Classes are used to calculate sales tax on Quick Sales transactions. Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale 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.
Trade Discount Method	This field is not used. Database Field: ERPx_ARCustomer.TradeDiscountMethodEN
Trade Discount Amount	This field is not used. Database Field: ERPx_ARCustomer.TradeDiscount
Parent Customer	A single select lookup to identify the Parent Customer. This is not required and is always editable. The lookup contains a blank value, the current assigned value, and the list of all 'Active' Customers. This is informational only. Database Field: ERPx_ARCustomer.ParentCustomerSK
Hold	Identifies if the Vendor is "on Hold". If a Vendor is on hold (set to "Yes") then new transactions can be entered for them but payments cannot be issued to them. If set to "No" or blank, the Vendor is not on hold and all transactions can be processed. This is a Yes/No lookup to identify if the Customer account should be placed on hold or not. This defaults to "No" and is always editable. If set to 'Yes' then new Quick Sale and Sales Orders cannot be entered for the Customer but Payments Receipts can still be taken. If set to 'No' then the record is not on hold and can be freely used. Database Field: ERPx_ARCustomer.IsOnHold
Default SO Certification	A multi select lookup to assign one or more Certifications to the Customer. This is not required and is always editable. Certifications assigned to a customer will default onto new Sales Orders where they can be used, edited, or removed. Database Fields: ERPx_IMCertification.Certification, ERPx_ARCustomerCertification.CertificationSK, ERPx_ARCustomer.CustomerSK
Remit To Address	A single select lookup to identify the Address where payments from this customer should be sent. This is not required, and always editable. Identifies the Address ID that contains the address details that physical payments should be sent for the customer. Remit To Addresses are configured under Company-->Setup-->Addresses. Database Field: ERPx_ARCustomer.RemitToAddressSK
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 a Yes/No lookup to identify if the Customer account is active or not. This defaults to "No" and is always editable. If set to 'Yes' then the record is "Inactive" and will not be included in lookups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. This field is always editable. Only Customers with no open transactions/ balances can be set to Inactive, otherwise the message "[Customer Name] ([CustomerID]) has a balance, has unapplied transactions, or is on an open transaction and cannot be saved as Inactive." will be displayed on Save. Database Field: ERPx_ARCustomer.IsInactive

Attributes Tab

Toolbar Icons	Description
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.
Fields	Description
Attribute	A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Customers).
Available	A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required it will display "Yes - Required" if it is optional it will display "Yes - Not Required".
Value	Identifies the value assigned to the corresponding attribute. Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Addresses Tab

This tab shows the list of all Address records that belong to the customer.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file.
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.
New	Opens a new blank record for data entry.
Fields	Description
Checkbox	Used to select one or more records for Mass Update or Delete.
Address 1	Address Line 1 typically contains the primary address information such as the street address. This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine1
Address 2	Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine2
Address 3	Address Line 3 is used for additional address information that could not be contained in Address Line 1 or 2. This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine3
Address ID	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. This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by Customer (For example, every Customer can have an Address ID of 'PRIMARY' but that ID can only be used once for each Customer account) and must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressID
Address Name	The Address Name is used to name an Address ID. This is a text box to assign/edit the value for the Address Name that applies to the Address ID. This defaults from the Customer Name entered on the Properties tab but can be overwritten and must be <=150 characters. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Address Name is required." will be displayed on Save. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressName
Address Type	Customer Address Types are used to classify Customer Address IDs by purpose. The Address Types include: Billing - Identifies the single address used for sending invoices. A Customer can only have one Address ID assigned with an Address Type of 'Billing' or 'Both'. Shipping - Identifies the address(es) used to ship product. Customers can have many Address ID assigned with an Address Type of Shipping. Both - Identifies an address that is used for both Billing and Shipping. A Customer can only have one Address ID assigned with an Address Type of 'Both'. Inactive - Identifies Address IDs that are no longer active. This lookup contains the values in the AddressType Enumeration Class. Database Field: ERPx_ARCustomerAddress.AddressTypeEN
City	The City identifies the value of 'City' in an address record. This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=35 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.City
Country	The Country identifies the 'Country' of an address record. This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Country
Email	Email is used to record the email address(es) associated with an address. This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Email
Fax	Used to record the fax number associated with an address. This is informational only. This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Fax
Freight Terms	A single select lookup to identify the default 'Freight Terms' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). Freight Terms are used to describe the contract terms between the shipper and receiver or product. They can be assigned to Inventory Transfer and Sales Order Shipments. These can print on transaction documents but do not drive an other functionality. The lookup contains a blank value, the current assigned value, and the list of all 'Active' Freight Terms. Database Field: ERPx_SOFreightTerms.Name
Item Access	A single select lookup to identify how access to sales items are established for the Address ID. This defaults to "Inherit Item access from Customer" but is always editable. The available options include: Allow access to all Items: Any item from the Item Master can be sold to the Customer Adddress. Inherit Item access from Customer: The rules for the Address are controlled by the "Full Item Access" property on the Customer Record View. Limit access to only assigned Item Sets: Only the Items included on the Item Set(s) assigned on the Customer Address 'Catalog Tab' can be sold to the Customer. This lookup contains the values in the ARItemAccessOption Enumeration Class. Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN
Phone	Used to record the primary phone number associated with an address. This is informational only. This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Phone1
Salesperson - Inside	A single select lookup to identify a default 'Inside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Inside Salespersons. Inside Salespeople typically work in the office and are involved with sales over the telephone, email, or other cyber communication methods. Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK
Salesperson - Outside	A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Outside Salespersons. Outside Salespeople typically work outside the office and are involved with face to face meetings with active and prospective customers. Database Field: ERPx_ARCustomerAddress.SalespersonSK
SO Carrier	A single select lookup to identify the default 'Carrier' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Carriers. Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. Database Field: ERPx_ARCustomerAddress.CarrierSK
SO Freight Programs	This field is not used. Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN
SO Site	A single select lookup to identify the default 'Site' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Sites. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Field: ERPx_ARCustomerAddress.SiteSK
State	The State identifies the value of 'State' in an address record. This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.State
Tax Class	This field is not currently used, it is managed at the Customer level. A single select lookup to assign the Tax Class to the Customer Address. This defaults to blank for new records, is not required and is always editable. Tax Classes are used to calculate sales tax on Quick Sales transactions. Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions. Database Field: ERPx_ARCustomerAddress.TaxClassSK
Zip	The Zip identifies the value of 'Zip' (Zip Code) in an address record. This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Zip

Contacts Tab

This tab shows the list of all Contacts that belong to the customer.

Toolbar Icons	Description
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.
Fields	Description
Contact Type	Contact Types are used to classify Contacts. This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. Database Field: ERPx_ARCustomerContact.ContactTypeSK
Email	Used to record the email address(es) associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Email
Fax	Used to record the fax number associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Fax
Name	Used to record the name associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Name
Note	Used to record a note associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Note
Phone	Used to record the primary phone number associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Phone

Sales Programs Tab

This tab shows the list of all Sales Programs that are applicable to the customer. This grid is informational only, it is not editable.

Toolbar Icons	Description
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.
Fields	Description
Address ID	A text box to identify the Customer Address ID assigned to the Sales Program. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SPProgramCustomerAddress.CustomerAddressSK, ERPx_SPProgram.ProgramHeaderSK
Active	A textbox to identify if the Sales Program is 'Active'. If "Yes" the Program is Active, if blank the Program is Inactive. Database Fields: ERPx_SPProgram.IsInactive
End	A textbox to identify if the 'End Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.EndDate
Program	A hyperlink to identify the Program ID. Clicking on the hyperlink opens the Program Record View within the page. Database Fields: ERPx_SPProgram.ProgramID
Program Class	A textbox to identify the Program Class assigned to the Program ID. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgram.ProgramClassSK
Program Type	A textbox to identify the Program Type. Program Types can be as follows: Accrual: Accrual programs use Sales Transactions to automate rule-based journal entries that are included with the Sales transaction's Journal Entry and are not visible to the customer. They can be used for rule-based delivered freight, royalties, and other taxes that are paid for by the company. Brokerage: Brokerage programs use sales transactions to account for and store the details of an expense that will be paid to a vendor in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Broker Balance sub-ledger. When Brokerage programs are 'Settled', AP Invoices are created to debit the accrual account and credit the Vendor's Accounts Payable account. This moves the sub-ledger balance from the Broker to the Vendor. Off Book: Off Book programs use Sales Transactions to automate rule-based entries to an Off Book sub-ledger. These balances can be paid (to a customer or vendor) in the future or written off. These programs do not impact the General Ledger when the Sales transaction is posted, and they are not visible to the customer. They only impact the General Ledger when they are Settled. When they are 'Settled', AP Invoices or AR Credit Memos are created to debit the programs assigned 'Expense Account' and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-ledger balance from the Broker to the Vendor. These are often used to keep a tally of money that can be used for food shows and other marketing activities. Balances that are written off have no impact on the General Ledger. On Invoice: On Invoice programs automate adding additional line items to Sales Transactions (i.e., Promotional Discounts, Sales Tax, or rule-based Freight charged to a customer). These line items are included with the Sales transaction's Journal Entry and are visible to the customer. Rebate: Rebate programs use sales transactions to account for and store the details of an expense that will be paid to a vendor or credited to a customer in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Rebate Balance sub-ledger. When Rebate programs are 'Settled', AP Invoices or AR Credit Memos are created to debit the accrual account and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-ledger balance from the Rebate to the Vendor/Customer. Open Rebates balances can also be applied to open sales transactions when applying payment receipts. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgramCustomerAddress.ProgramHeaderSK
Start	A textbox to identify if the 'Start Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.StartDate

Catalog Tab

This tab shows the list of Item Sets, containing the list of Items, that the Customer has rights to purchase.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
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.
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.
Item Set	Displays the name of the Program's 'Item Set' that contains the sales line-item.

Favorites Tab

This tab shows the Favorite Items belonging to the customer.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
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.
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.
# Substitute Items	A hyperlink that displays the count of the substitute items assigned to the Customer Favorite Item. This defaults to the text 'Add' and shows the count once one or more substitute items have been assigned. Clicking on the hyperlink opens the 'Assign Substitute Items' page.
Customer Item Description	A textbox that identifies the Item Description the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 105 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemDescription
Customer Item ID	A textbox that identifies the Item ID the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 50 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemID
Item	Identifies the Item, displayed as Item ID: Item Description. This defaults to blank, is required, is not editable after save, and duplicates are not allowed. The lookup contains a blank record and the list of all 'Active' Items. Database Field: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_ARCustomerFavorite.ItemSK,
Price UOM	Displays the unit of measure upon which the line item price is based. This defaults from the 'Sales - Price' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.PriceUOMSK
Seq.	A textbox that identifies the sequence the Favorite items will be displayed. This defaults to the next number based on the count of favorites for the Customer. This can only be edited by using Drag & Drop to move Favorite Items. Database Field: ERPx_ARCustomerFavorite.LineItemSort
Unit UOM	Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. This defaults from the 'Sales - Units' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.UnitsUOMSK
Weight UOM	Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. This defaults from the 'Sales - Weight' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.WeightUOMSK

Price Lists Tab

This tab shows the list of Price Lists the Customer is assigned to. They are listed in the sequence they are evaluated. Nothing within the grid is editable except the sequence the price lists are shown. The sequence can be changed using drag & drop.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
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.
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.
Currency	A textbox to identify the Currency assigned to the Price List. This should always match the Currency assigned to the Customer. Database Field: ERPx_MFPriceListHeader.CurrencySK
Description	A textbox to identify the Price List's Description. Database Field: ERPx_MFPriceListHeader.Description
Freight Included	A Yes/No lookup to identify if the prices include freight or not. If "Yes" the prices are considered to be 'Delivered Price' if "No" the prices are considered FOB. Database Field: ERPx_MFPriceListHeader.IsFreightIncluded
Price List	A textbox to identify the unique identifier of the Price List. Database Field: ERPx_MFPriceListHeader.PriceListID

Accounts Tab

This tab shows the list of GL Accounts used for the customer.

Toolbar Icons	Description
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.
Fields	Description
Account Type	This field contains the following account types:
	Accounts Receivable: The GL Account that is assigned for the "Accounts Receivable" Account Type, on the Accounts tab of the Customer Record View and Customer Class Record View. This is the account where accounts receivable amounts are posted for the selected customer. This Account is not editable on transactions. Database Field: ERPx_ARCustomer.GLARAccountSK
	Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.SalesActSK
	Cost of Sales: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.COGSActSK
	Inventory: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.InventoryActSK
	Terms Discount Taken: The GL Account that is assigned for the "Terms Discount Taken" Account Type, on the Accounts tab of the Customer, Vendor, Fisherman, and Loan Record Views and the Customer Class, Vendor Class, and Fisherman Class Record Views. This is the account where payment discounts, entered during Payment Receipt applications and when building AP check batches, are posted to. This Account is not editable on transactions. Database Field: ERPx_ARCustomer.TermsDiscTakenActSK
	Terms Discount Available: This Account Type is not used. Database Field: ERPx_ARCustomer.TermsDiscAvailActSK
	Finance Charges: This Account Type is not used. Database Field: ERPx_ARCustomer.FinanceChgActSK
	Writeoffs: The GL Account that is assigned for the "Write Off" Account Type, on the Accounts tab of the Customer, Vendor, Fisherman, and Loan Record Views and the Customer Class, Vendor Class, and Fisherman Class Record Views. This is the account where write off amounts entered during Payment Receipt applications are posted to. This Account is editable when applying payments. Database Field: ERPx_ARCustomer.WriteOffActSK
	Overpayment Writeoffs: This Account Type is not used. Database Field: ERPx_ARCustomer.OverPmtWriteOffActSK
	Sales Order Returns: This Account Type is not managed from here; it is configured on the Item. Database Field: ERPx_ARCustomer.SalesReturnActSK
Account	A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Customer Class and is not required to save the master file record but may be required to post a transaction. This is always editable. The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts.