Creating customers

Organization

Specify the organization to which the customer belongs if you use multi-organization security.

Customer Code

Specify a unique code identifying the customer, and then enter the name or a description of the customer in the adjacent field.

Language

Select the customer's language. The language selected will be the default language for the customer in the system.

Currency

Specify the currency for the customer.

Class

Specify the class of the customer.

Out of Service

Select to indicate that the customer is no longer used.

Status

Specify a status to categorize the customer by status.

Parent

Specify the parent company. Using the "Parent" attribute, you can indicate whether a customer is part of a larger organization.

Customer

Select to indicate that this customer purchases goods or services from you. Selecting Customer inserts the customer into the lookup from which you select customers on any other forms within the system. Unselect to indicate that the customer does not purchase goods or services from you.

Customer Account Code

Specify the customer's account code to apply to invoices, contracts, or rental contracts generated for this customer.

Customer Cost Center

Specify the customer's cost center to apply to invoices, contracts, or rental contracts generated for this customer.

Tax Code

Specify the supplier's tax code to indicate the tax that must be applied to invoices generated for this customer.

Enter the customer's Contact Name, Telephone, Fax Number, and E-mail Address.

Our Contact

Specify the customer’s primary contact for your organization.

EDI Number

Specify the customer’s electronic data interchange (EDI) number for processing electronic transaction information.