Create New Customer

A new customer can be created from a template customer to then start an order with that customer. Click + CREATE CUSTOMER in the upper right-hand part of the screen. This button is available if at least one template customer has been set up properly for the warehouse/shop in field “Template Customer” in 'Shop. Open' (OPS500/E).

Click + CREATE CUSTOMER to open the Add New Customer panel. The available template customers can be selected from a drop-down menu and the information is retrieved with API OPS500MI.LstTmplCustomer.

Several input fields are available on the panel. When a template customer is selected, the values from the template customer are displayed by default in the input fields, but are open for changes. The information is held in the local Sales Hub database and kept synchronized with table OCUSMA by the Event Hub.

The field Country is visible but cannot be edited. The reason for this is that having the field editable may create validation issues with the field State.

Click SUBMIT to create a new customer in M3 BE based on the information from the template customer and any changes that have been made to the values in the input fields on the panel. This is done using API CRS610MI.Copy, and opens the New Order Details dialog box.