Customer information

The Customer Information subtab displays information about the customer. The customer information shown here is mainly held in the local Sales Hub database and kept synchronized with table OCUSMA with the Event Hub.

If Outbound call - Exit point parameter in Exists and Scripts tab in Infor Sales Hub properties is set to Yes, the phone numbers in fields Phone #1 and Phone #2 are hyperlinks. Click the hyperlink start an outbound phone call to the phone number using an external application. The application is selected before you make the call.

The sections for order messages and customer notes are not shown if no order messages or customer notes exist. This information is retrieved with APIs OIS165MI.LstCusMsg and CRS980MI.SltTxtBlock.

The classification Customer type lets you classify the customer either as a Contractor or a Retailer. This is a customer classification in Infor Sales Hub based on the payment term for the customer in the M3 BE program 'Customer. Open' (CRS610/J):

• Contractor:

  If the payment term has parameter Cash payment in 'Payment Term. Open' (CRS075/E) set to 0.

• Retailer:

  If the payment term has parameter Cash payment in 'Payment Term. Open' (CRS075/E) set to 1 or 2.

You cannot alter the classification directly in Infor Sales Hub.

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

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