Customer Setup - General overview

Customer > Setup > Customer

Use this page to specify and maintain required information for a customer.

Throughout the system, you can access customers by their customer number, lookup name, city, state, postal code, or phone number. The remaining information that is defined in this view pertains to general classifications or specific statement requirements.

The created by operator, date, time, and process that created the customer record are stored in Customer Setup.

Division security

If you have multiple divisions in your company, customer records can be assigned to a division. Based on security settings in SA Operator Setup-Other Options, users can be restricted to viewing and maintaining data for one or a list of divisions. They are also prevented from creating sales orders for customers assigned to divisions that are not on their list of allowed divisions.

If you have customers who should not be restricted by division, do not assign a division number in Customer Setup. This may be the case for customers who may purchase from multiple locations in your company.

Note: If your company is divisionalized, the Division # is required in Customer Setup. For ease of implementation with multiple divisions, you can assign the same division number to those customers that are managed at the corporate level only. Employees that maintain corporate-level customer records can have this division in their list of allowed divisions in SA Operator Setup.

Restricted editing

Use the Restricted Editing option in Customer Setup to prevent users from maintaining certain customer records. If this option is selected, users cannot edit the record unless the Allow Editing of ‘Restricted Editing’ AR Records option is Yes in SA Operator Setup-Other Options. The Restricted Editing option can be used whether or not you assign users to allowed divisions.

EPP/IDM Integration

Use this section to specify barcode label formats to print custom labels for customers using Enterprise Printing Platform (EPP) or Infor Document Management (IDM). The label format that you specify on a customer record overrides the default labels formats that are set up on SA Printer Setup, TWL Administration-Printer Setup, and TWL Administration-Label Setup.

You can print custom pick, ship, and shipping container marking (SCM) labels for a customer. For EPP labels, you must specify the label files. For IDM labels, you must specify the document type, IDM label template, and label fields.

Note: Printing labels using Infor Document Management is supported in CloudSuite Distribution only.