Making CustomerPartyMaster fields editable

In the code list CustomerMasterUpdateFields you specify the fields that are updated by the CustomerPartyMaster BOD import from the ERP system. You can also specify the trading partner-specific fields that can be edited on the Manage Customer Master page.

To make CustomerPartyMaster fields editable:

  1. Select Administrative Functions > Manage Codes.
  2. Click the Drill down button of the CustomerMasterUpdateFields code list.
  3. Click Edit.
  4. Click the Drill down button of one of the fields in the Code List Properties.
    You can edit these fields:
    • Customer Address
    • Duns ID
    • Effective from Date
    • Customer E-Mail
    • External Representative Name
    • Customer Fax
    • Internal Representative Name
    • Customer Name
    • Parent Customer Name
    • Customer's Person in Charge
    • Customer Phone
    • Tax ID
  5. In the Manage Code Properties dialog box, select one of the update options from the Update Mode drop-down list.
    Always Update Target Field
    The master data field is always updated by the imported data. The field cannot be edited in the detail view of the Manage Customer Master page.
    Never Update Target Field
    The master data field is never updated by the imported data. You can edit the field in the detail view of the Manage Customer Master page and change it as required.
    No Update if Source Field is Empty
    If the imported master data field is empty, the master data field is not updated. You can edit the field in the detail view of the Manage Customer Master page and change it as required.
    Only Update if Target Field is Empty
    If the master data field is empty, the field is updated by the imported data. You can edit the field in the detail view of the Manage Customer Master page and change it as required.
  6. To save the list of codes, click Save.
    A notification displays that the code list has been saved successfully.