Multi-Site Customers
At the master site for an intranet, use the Multi-Site Customers form to add and maintain records for each customer with whom your company deals. You specify the site at which the customer record will be added or changed.
Certain customer information (name, address, fax, other phone number, internet URL, 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.
You can view and maintain records only for sites in the same intranet as this master site.
A customer record cannot be deleted from this form.
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 Multi-Site Ship-Tos button.
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.
The menu includes a Multi-Site Copy option that displays a modal Multi-Site Selection form. Use this option to copy a selected customer to multiple sites in the same intranet as the master site. For more information, see Maintaining Customers from a Master Site.