Maintaining Customers from a Master Site
Certain customer information (name, address, fax, other phone number, internet URL/Website, email address, currency, balance method, credit hold and credit limit information, amount over invoice, days over invoice due date, and corporate customer) must be the same for a customer across all sites; however, the other information on the customer record can be different at different sites.
In order to maintain customers on other sites through this form, the following must be true:
- You must be logged into the master site for the intranet containing the sites where you are adding customers.
- These replication categories are replicating between the sites on this intranet: Multi-Site Customers, Site Admin, A/R, A/P, G/L, and Inventory/Transfers. The data in the Multi-Site Customers replication category must be transactional between all sites in the intranet. The replicating sites must share the same lists of currency, countries, and sites.
The monetary amounts shown on the Payment History tab are displayed in the domestic currency.
Use the Corporate Customer tab to define a corporate customer who has related subordinate customers. After you define a corporate customer, the Corporate check box is enabled on other forms.
For the EU VAT tab and all fields on this tab to be enabled, you must have the Activate EU Reporting check box selected on the General Parameters form.
Adding Customers
When you start adding a customer that is new to this site but that already exists in another sharing site, some of the information, such as customer name and address, defaults into the new record when the customer number is entered. However, most of the information is site-specific and must be entered manually.
When you create a new customer, the Ship To tab does not display any information until you save the form and refresh it or close and reopen it. To create additional shipping addresses, click the button.
Changing Customer Information
When you save a change to any of the defaulting information (for example, the customer name) for a customer with records at multiple sites, the system automatically updates that information on any other records for that customer. This happens because all sites share a single "custaddr" table record for the customer.
For example, customer 1 exists at site A and site B. At both sites the name is "Bob's Bikes." If you change customer 1's name to "Bart's Bikes" at site B, then when you save the record, the name also changes in the record at site A.
Information contained in the customer table, such as credit limit and payment history, is site-specific. This information does not change at other sites when modified at one site.
Information Filtered by Site
These fields are filtered by the selected site. For example, when adding a customer at Site B, you can only select bank codes that are valid at Site B.
- Country
- Language
- Bank Code
- Customer Type
- Price Code
- End User Type
- Invoice Category
- NOTC
- Secondary NOTC
- Delivery Terms
- Territory
- Sales Team
- Warehouse (on Ship Tos)
- Ship Via (on Ship Tos)
These fields are filtered by the master site. That is, the information in the drop-down list is from the master site, not the site you specified.
- Province/State Code
- Credit Hold Reason
Maintenance Tasks Not Available from this Form
For most tasks, you can use the Multi-Site Customers form in place of the Customers form. However, these tasks can be performed only in the Customers form at the specific site:
- Delete a customer
- Add notes to the record
- Specify a tax ID number and tax code
- View sales contact and customer interaction information
- menu options: , , and .