Recent customers - list

The customers used for recently created orders in Infor Sales Hub are displayed in the Recent Customer list.

The fields that are shown in the list are not customizable. The customer information shown in the list is mainly held in the local Sales Hub database and kept synchronized with M3 BE table OCUSMA by the Event Hub, as seen in 'Customer. Open' (CRS610).

To start a new order for a specific recent customer, click NEW ORDER.

The grid element can be expanded 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” in M3 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.

The expanded view is also accessible by clicking +. 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. Open the order history subtab of the customer details by clicking the Order History hyperlink in the expanded view.

The credit information is retrieved using API CRS610MI.GetFinancial and shown in the Credit line setting in General tab in Infor Sales Hub Properties.