Search mode - Customer search
A search bar is available to search for customers. Enter a search string and press Enter, or the search icon, to execute the search. The search is made with Infor Enterprise Search for M3 using the key search in 'Key Search. Open' (CMS030) as specific in Infor Sales Properties Field Name in Search tab, Customer Search section, Key Search subsection.
The search result can be further filtered by using the facets. The facets can be used by themselves to find customers.
To start a new order for a specific customer, click .
You can expand the grid element to show additional information about a customer (if this information exists):
- Quotations
Indicates that the customer has quotations. Click the hyperlink to navigate to the Quotations list for the specific customer.
- Order messages
(Set up in 'CO Entry Message. Open' (OIS165/E + Action F6-'Text' in M3 Business Engine), retrieved with API OIS165MI.LstCusMsg.
- Customer notes
(Set up in 'Customer. Open' (CRS610/E + Action F6-'Text' inM3 Business Engine), retrieved with API CRS980MI.SltTxtBlock
- Customer stops
(Due to for example an overextended credit limit). This information is retrieved with API OIS100MI.CheckCustomer.
You can also access the expanded view by clicking +. It is displayed automatically if there is a single match in the customer search result and if the setting is enabled. The CONTINUE button continues to the New Order Details dialog box.
You can open the customer information, subtab of the customer details, by clicking the hyperlink in the Name column or View full profile in the expanded view. To open the order history subtab of the customer details, click the Order History hyperlink in the expanded view.
The credit information is retrieved using API CRS610MI.GetFinancial and shown per the setting Credit line in General tab in Infor Sales Hub Properties.