Enter General Customer Info

Explanation

This activity is used to create a new customer and to enter general customer information, e.g., default language and country. You can also create a new customer by copying general information about an existing customer. This mandatory task is to be performed by a system administrator or equivalent person.

If you are running a multi-site environment between two different companies and should use the INVOIC message when sending an invoice from the supplying to the receiving site, you have to enter values for the fields in the Our ID at Supplier/Customer area in the General tab on both the internal supplier and customer.

Prerequisites

In order to perform this activity:

• The Used in Application check box should be selected in the Language tab of ISO Code Usage window for the language of the customer to be entered. Note that only the selected languages can be retrieved when specifying which will be used for the customer.
• The Used in Application check box should be selected in the Country tab of ISO Code Usage window for the country code of the customer to be entered. Note that only the selected country codes can be retrieved when specifying which will be used for the customer.

System Effects

As a result of this activity general information of the customer such as the default language and the country code will be available in the system.

Window

Customer

Related Window Descriptions

Customer

Procedure

To enter general customer information:

1. Open the Customer window.
2. Enter up to twenty alphanumeric characters for the customer ID in the Customer field.
3. Enter the name of the customer in the Name field.
4. In the Association field, enter the association number for the company which will be linked to the Customer field. 
5. Select a language code for the Default Language field in the General tab.
6. Specify the country of the customer by selecting an appropriate value for the Country field.
7. Create a new record in the Our ID at Customer table. Enter the ID of your company in the Company field, and the ID used by the customer for that company in the Our ID field. Repeat this step if you want to enter the IDs used by the customer for more than one company.
8. Enter the customer's form of business in the Form of Business field using the List of Values.
9. Enter an identifier reference for the customer in the Identifier Reference field if required. If you want to enter it in Katakana characters, you should select Katakana for the ID Reference Validation field before specifying the identifier reference.
10. Save the changes. The system will automatically update the creation date.