Customer Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Maintenance

Alternate Menu Path: Accounts Receivable $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Maintenance

Purpose

Define customers and qualified prospects.
Enter or update the GDPR consent-related information.

Overview

Use Customer Maintenance to create new customers or update, delete, and copy existing customers. Use Customer Maintenance to also enter or update the GDPR consent-related information.

You can also import customers and customer addresses in Customer Import and Customer Address Import. You can import changes to customers in Customer Change Import.

For an overview of customer structures and relationships, see Structure and Concepts.

Customer Maintenance has the following tabs:

Tab	Purpose
Main	Enter the customer type and primary address.
Bill-To	Enter customer bill-to addresses. A customer bill-to address record with a bill-to ID of 0 is automatically created for every new customer. Bill-to addresses are used during sales order entry. Additional bill-to addresses can subsequently be created.
Ship-To	Enter customer ship-to addresses, shipping options, and tax jurisdiction/exemption information. A customer ship-to record with a Ship-to ID of 0 is automatically created for every new customer. Ship-to addresses are used during sales order entry. Additional ship-to addresses can subsequently be created.
Sales	Enter sales and marketing information.
A/R	Enter accounts receivable information.
Options	Enter customer-specific options.
Groups	Assign the customer to groups, such as forecast, profit, customer service team, and cash flow groups.
Contacts	View customer contacts and their related information. A customer can have multiple contacts associated with it. Contact viewing, adding, updating and deleting are controlled by Contact Group Maintenance, and each user can have different privileges by contact group.
Pack List Required Fields	View the available pack list fields and select the required fields as mandatory for the pack list.
Other Customer Information	Enter user-defined customer information.
Other Marketing Information	Enter user-defined customer marketing information.

$Images\warning.gif$ You cannot delete a customer after it is used for an order, an invoice, or any other accounts receivable record.

For database information for this window, see Customer Maintenance Database Information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Maintenance window.
New	Click this button to create a new customer.
Update	Click this button to edit the selected customer.
Delete	Click this button to delete the selected customer. Note You cannot delete a customer if the customer is a paying customer for which open accounts receivable items exist.
Copy	Click this button to copy the selected customer. When you click this button, the Question dialog box appears and asks you whether you want to copy the billing, credit, and paying customers. If you click the Yes button, the billing, credit, and paying customer codes are copied, and the bill-to address is also copied.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer code or name based on the selected Navigate by radio button.
Prev	Click this button to display the previous customer code or name based on the selected Navigate by radio button.
Next	Click this button to display the next customer code or name based on the selected Navigate by radio button.
Last	Click this button to display the last customer code or name based on the selected Navigate by radio button.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected customer, bill-to address, ship-to address, or contact.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected customer, bill-to address, ship-to address, or contact.
Remarks	Click this button to display Customer Standard Remark Maintenance, which allows you to enter remarks for a customer. This button is only available if the Main tab is displayed.
Contacts	Click this button to display Contact Maintenance, which allows you to view, create, edit, and delete customer contacts. If the Bill-To or Ship-To tab is displayed, you can view, create, edit, or delete contacts for a specific bill-to or ship-to address. All customer contacts (including contacts for a bill-to or ship-to address) can be set up to receive emailed documents, such as order acknowledgments, invoices, and collection statements. The icon for this button includes a check mark if contacts exist for the selected customer, bill-to address, or ship-to address.
Credit Cards	Click this button to display Credit Card Number Inquiry, which allows you to view credit card information for the customer. A check mark appears on this button if credit card information exists for the selected customer. The Credit Cards button is only available if the Bill-To tab is displayed. NOTE This button is disabled if the system uses None as the credit card interface.
Ship-To Options	Click this button to display additional shipping options on the Ship-To tab. You can click this button multiple times to toggle between the available options. This button is only available if the Ship-To tab is displayed.
Route	Click this button to display Customer Route Inquiry, which allows you to view route information for the customer. This button is only available if the Ship-To tab is displayed, and only enabled if the shipper entered in the Shipper ID field for the shipping address is a fleet delivery shipper.
Commission Rate Inquiry	Click this button to display Commission Rate Inquiry, which allows you to view commission rate and sales representative selection data for the selected customer. This button is only available if the Sales tab is displayed, and is only enabled if you are not creating a new customer.
Automatic Additional Charge Management	Click this button to display Order Entry Automatic Additional Charge Management, which allows you to view and delete automatic additional charges for the customer. If you are not authorized to use Automatic Additional Charge Management, Order Entry Automatic Additional Charge Inquiry appears instead, and allows you to view automatic additional charges for the customer. This button is only available if the Sales tab is displayed.
Automatic Additional Charge Maintenance	Click this button to display Order Entry Automatic Additional Charge Maintenance, which allows you to set up and maintain automatic additional charges. This button is only available if the Sales tab is displayed.
Bank Account Lookup	Click this button to display Customer Bank Account Maintenance, which allows you to set up bank accounts for the customer. This button is only available if the A/R tab is displayed.
Trading Partner	Click this button to display EDI Trading Partner Maintenance, which allows you to view information for the selected EDI trading partner ID. This button is only available if the Options tab is displayed.
GDPR	Click this button to open the GDPR Maintenance window, which allows you to manage the data subjects' consent to use their personal data in Apprise. Note that an orange check mark appears on this button if personal data such as an address has been erased or filled already in GDPR Maintenance. This button is only available on the tabs that contain personal data such as addresses, phone numbers, fax numbers, and email addresses. For more information about data erasure, see GDPR Personal Data Removal or Right to be Forgotten Management. NOTE You can only update the GDPR information when updating or creating a customer.
Customer Bill To Address	Click this button to display Customer Bill To Address, which allows you to manage the customer's bill-to addresses. This button is only available if the Bill-To tab is displayed.
Customer Ship To Address	Click this button to display Customer Ship To Address, which allows you to manage the customer's ship-to addresses, shipping options, and tax jurisdiction/exemption information. This button is only available if the Ship-To tab is displayed.

Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code or click the Lookup button to select a customer code. This field is disabled if the Auto-increment check box is selected.
Billing	Click this button to select an existing billing customer that you want to view, edit, delete, or copy.
Customer Name	Enter a customer's name, or click the Lookup button to select a customer name.
Navigate by	Select whether to navigate by customer code or name when you click the First, Prev, Next, and Last buttons in the ribbon.
Search Name	Enter the customer’s alternative search name (such as a short name or acronym for the customer).
Auto-increment	Select this check box to automatically assign an incremented customer code to new customers. This check box is only available if the Allow Override of Customer Code check box is selected in Accounts Receivable Control Maintenance. If you want to manually assign a customer code to a new customer, clear this check box before you click the New button in the ribbon.

Main Tab Fields and Buttons

Field or Button	Description
Template/Prospect	Select Template or Prospect, and then enter a template code or prospect code in the field to the right of the radio buttons if you want to create a new customer based on an existing template or prospect. You can only select these radio buttons when you are creating a new customer. If you select Template and select a template, you can use that template’s default settings to populate related field options and settings. Templates are set up in Customer Template Maintenance If you select Prospect and select a prospect, you can use that prospect’s default settings to populate related field options and settings. Prospects are set up in Prospect Maintenance.
Active	Select this check box if this customer is active and you want the customer to be listed in all Lookup windows. This check box is selected by default.
Pays for Other Customers	Select this check box if this customer also remits payments for unrelated customers (e.g., UPS). This check box is cleared by default. Note If Paying Customer Only is selected for the Type field, this check box is automatically selected.
Type	Click the Lookup button to select one of the following customer types: Customer - A regular customer for which sales orders can be entered. Customer-Ship To - A customer to which products are shipped, but that is not billed directly. You can select this option to indicate a specific store associated with a billing customer. Finance Company - A third-party financing company for which sales orders cannot be entered. Paying Customer Only - A third-party non-financing company that remits payments for multiple unrelated customers (e.g., UPS for C.O.D. shipments). Qualified Prospect - A prospect who can only have quote type orders entered. This field defaults to Customer.
Setup Date	This field displays the date that this customer was created. When you create a new customer, it defaults to the current date and cannot be changed.
Customer MFG#	Enter a ten-digit manufacturing number for the customer. This number is used as a prefix for the UCC128 and SGTIN numbers for the customer's packages. Note If you enter less than ten digits, the number is automatically prefixed with zeros.
Shared Ship-To Invoice Format	Select one of the following invoice print formats to use when printing in Invoice Copy Print for a shared ship-to address. None - Do not reprint invoices for this main customer. Invoice - Print the standard invoice format. Pack List/No Prices - Print invoices in a pack list format with no prices. Pack List/List Prices - Print invoices in a pack list format with list prices only.
Primary Contact	Enter the primary contact for the customer, or click the Lookup button to select an existing contact as the primary contact for the customer. If a contact does not yet exist for the customer, you can use this field to create a new contact, and the contact's address defaults to the customer's address.
Address 1	Enter the first line of the customer's street address.
Address 2	Enter the second line of the customer's street address.
Address 3	Enter the third line of the customer's street address.
City	Enter the city of the customer's address, or click the Lookup button to select a city. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.
State/Province	Enter the state or province of the customer's address, or click the Lookup button to select a state or province. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.
Postal Code	Enter the postal code of the customer's address, or click the Lookup button to select a postal code. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.
Country	Enter the customer's country, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.
County	Enter the county associated with the customer's address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.
Attention	Enter the main contact of the customer who should receive invoices.
Website	Enter the address of the customer's Website.
Open	Click this button to display the customer's Website if the address for it is entered in the Website field.
Phone #	Enter the customer's telephone number. The format of the telephone number is set up in Country Maintenance.
Fax #	Enter the customer's fax number. The format of the fax number is set up in Country Maintenance.
Email Address	Enter the main email address for the customer.
Language	Enter the primary language spoken by the customer.
Copy Address Information to Bill-To and Ship-To Tabs	Select this check box to copy address information for the primary address to the primary bill-to and ship-to address for the customer. All primary address fields are copied except for the primary contact, website, and language. This check box is selected by default for new customers (and cleared when updating an existing customer).

Bill-To Tab Fields and Buttons

Field or Button	Description
Bill-to ID	This field displays the bill-to address ID. This field defaults to 0 for a customer's first bill-to address.
Name	Enter the name of the bill-to address.
EDI Address Code	Enter the EDI billing address code supplied by the customer on an EDI 850 transaction (incoming purchase order).
Address 1	Enter the first line of the bill-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Address 2	Enter the second line of the bill-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Address 3	Enter the third line of the bill-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
City	Enter the city of the bill-to address, or click the Lookup button to select a city. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
State/Province	Enter the state or province of the bill-to address, or click the Lookup button to select a state or province. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Postal Code	Enter the postal code of the bill-to address, or click the Lookup button to select a postal code. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Country	Enter the country for the bill-to address, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
County	Enter the county associated with the bill-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Phone	Enter the phone number of the bill-to address. The format of the phone number is set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Fax #	Enter the fax number of the bill-to address. The format of the fax number is set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Email	Enter the main email address for the bill-to address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Attention	Enter the main contact of the customer who should receive invoices for the bill-to address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Importer of Record Number	Enter the C-TPAT importer of record number for the bill-to address.
Use Billing Customer Code Address Information	Select this check box to default the address information from the related billing customer code's primary bill-to address during sales order entry. You can select a billing customer code on the A/R tab.
Display Billing Customer Address	Select this check box to display the primary bill-to address information for the related billing customer. If the billing customer does not have a primary bill-to address, the billing customer's first active address is displayed.

Ship-To Tab Fields and Buttons

Field or Button	Description
Ship-To ID	This field displays the ship-to address ID. This field defaults to 0 for a customer's first ship-to address.
Name (Ship-To Address)	Enter the name of the ship-to address.
EDI Address Code	Enter the EDI shipping address code supplied by the customer on an EDI 850 transaction (incoming purchase order).
Address 1	Enter the first line of the ship-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Address 2	Enter the second line of the ship-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Address 3	Enter the third line of the ship-to street address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
City	Enter the city of the ship-to address, or click the Lookup button to select a city. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
State/Province	Enter the state or province of the ship-to address, or click the Lookup button to select a state or province. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Postal Code	Enter the postal code of the ship-to address, or click the Lookup button to select a postal code. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Country	Enter the country for the ship-to address, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
County	Enter the county associated with the ship-to address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Fax	Enter the fax number of the ship-to address. The format of the fax number is set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Telephone	Enter the telephone number of the ship-to address. The format of the telephone number is set up in Country Maintenance. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Emerg. Phone	Enter the emergency telephone number for the ship-to address. The format of the phone number can be set up in Country Maintenance.
Email	Enter the main email address for the ship-to address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Related Bill-To	Enter a related bill-to address ID, or click the Lookup button to select a bill-to address ID. Use this field if a ship-to address needs to be associated with a specific bill-to address.
Store ID	Enter the store ID for the ship-to address.
Attention	Enter the main contact of the customer who should receive invoices for the ship-to address. NOTE If the Copy Address Information to Bill-To and Ship-To Tabs check box is selected on the Main tab, this defaults from the primary address, and this field is disabled.
Shipping Location	Enter the default shipping location prefix for the customer's orders for the ship-to address, or click the Lookup button to select a shipping location prefix. This default shipping location overrides the default shipping location for the customer. Note This default is only used if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up shipping locations, see Location Maintenance.
Sales Location	Enter the default sales location prefix for the customer's orders for the ship-to address, or click the Lookup button to select a sales location prefix. This default sales location overrides the default sales location for the customer. Note This default is only used if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up sales locations, see Location Maintenance.
Sales Rep 1	Enter the default primary sales representative for the customer's orders for the ship-to address, or click the Lookup button to select a sales representative. This default sales representative overrides the default primary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.
Sales Rep 2	Enter the default secondary sales representative for the customer's orders for the ship-to address, or click the Lookup button to select a sales representative. This default sales representative overrides the default secondary sales representative for the customer. For information on setting up sales representatives, see Sales Representative Maintenance.
Latitude	Enter the latitude of the ship-to address if you are using an external delivery logistics interface.
Longitude	Enter the longitude of the ship-to address if you are using an external delivery logistics interface.
Ship to Invoice Format	Select the format to use when an invoice is printed (either from Invoice Create and Print or from Invoice Print). This field is only available after you click the Ship-To Options button in the ribbon. Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.
Main Customer Invoice Format	Select the format to use for the main customer when using Invoice Copy Print. This field is only available after you click the Ship-To Options button in the ribbon. Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.
Billing Customer Invoice Format	Select the format to use for the billing customer when using Invoice Copy Print. This field is only available after you click the Ship-To Options button in the ribbon. Example The main customer is an optometrist who uses a buying group for billing and has several office locations for shipments. When the product is shipped to an office, he wants just a packing list with no prices to go with the shipment (Ship to Invoice Format is set to Packing List/No Prices). His main office receives a notification of the shipment (Main Customer Invoice Format is set to Packing List/List Prices). His buying group receives the real invoice (Billing Customer Invoice Format is set to Invoice) because it will pay the invoice directly and re-bill him at list price.
Region ID	Enter the forecast region ID to which this customer ship-to address belongs for DRP product forecasting, or click the Lookup button to select a region ID. For information on setting up regions, see Point of Sale Region Maintenance. This field is only available after you click the Ship-To Options button in the ribbon.
Name (Forecast Region)	This field displays the name of the region selected in the Region ID field. This field is only available after you click the Ship-To Options button in the ribbon.
Shipper ID	Enter the preferred shipper ID, or click the Lookup button to select the shipper ID.
Fleet Delivery Shipper	This check box is selected if the shipper ID entered in the Shipper ID field is a fleet delivery shipper. This is informational-only. For more information, see Shipper Maintenance.
Shipping Mode	Enter the shipping mode for the ship-to address if you are using an external shipping interface. Example R is the residential code for the UPS shipping interface.
Freight Collection	Enter the default freight collection terms code for the customer ship-to address, or click the Lookup button to select a default freight collection terms code. This overrides the default freight collection terms code for the customer. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. NOTE If you do not want to include freight charges on invoices for the customer, select the Orders Default as Freight Free check box. However, that setting may be overridden by the freight free setting for the freight collection terms on an order. These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation).
Shipping Account ID	Enter the ship-to address account number to charge for delivery if you are using an external shipping interface. This may be overridden by a shipping account ID set up in Customer Shipping Options Maintenance.
FOB	Enter the default FOB (Freight On Board) used during sales order entry.
Shipping Label Format	Enter the shipping label format. For more information, see Setting Up Shipping Labels. This field is only available after you click the Ship-To Options button in the ribbon.
Pallet Label Format	Enter the pallet label format. For more information, see Pallet Label FAQ. This field is only available after you click the Ship-To Options button in the ribbon.
Tax Jurisdiction	Enter a valid tax jurisdiction for the customer’s ship-to address, or click the Lookup button to select a tax jurisdiction. You must enter a tax jurisdiction if the customer is to be taxed only if it is required for the ship-to country. This defaults to None if None is set up as a tax jurisdiction. NOTE When the system uses AvaTax interface, the value for this field is automatically set to None.
Tax Exempt	Select this check box if this customer ship-to address is always tax-exempt for all products shipped to it.
State/Province Tax Exempt #	If this customer ship-to address is always exempt from state/province tax for all products shipped to it, enter the customer’s state/province tax exemption number. This field is only enabled if you select the Tax Exempt check box.
Entity Use Code	Enter a custom code to indicate the type of tax exemption or click the Lookup button to select a standard code from the list. This field is only enabled when AvaTax interface is used and if you select the Tax Exempt check box.
Country Tax Exempt #	If this customer ship-to address is always exempt from tax for the country for all products shipped to it, enter the customer’s country tax exemption number. This field is informational-only, and is only enabled if you select the Tax Exempt check box.
Excise ID	Enter the excise tax ID for the customer's ship-to address if the address is a tax warehouse.
Customer VAT ID	Enter a VAT identification number for the customer's ship-to address.
VAT Group Code	Enter a VAT group code for the customer's ship-to address, or click the Lookup button to select a VAT group code. This overrides the customer's VAT group entered on the Sales tab. For information on setting up VAT groups, see VAT Group Maintenance.
VAT Exempt	Select this check box if the customer ship-to address is always exempt from VAT for all products shipped to it.
VAT Exempt Reason Code	If the ship-to address is exempt from VAT, enter an active VAT exempt reason code to explain why it is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only enabled if you select the VAT Exempt check box.
Do Not Send EDI ASN	Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's.
Do Not Send EDI Invoice	Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.
Do Not Send EDI Order Acknowledgment	Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.
Do Not Send EDI Order Status	Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.
Monday	Select this check box if the customer does not accept deliveries on Mondays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Tuesday	Select this check box if the customer does not accept deliveries on Tuesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Wednesday	Select this check box if the customer does not accept deliveries on Wednesdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Thursday	Select this check box if the customer does not accept deliveries on Thursdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Friday	Select this check box if the customer does not accept deliveries on Fridays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Saturday	Select this check box if the customer does not accept deliveries on Saturdays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.
Sunday	Select this check box if the customer does not accept deliveries on Sundays at the selected ship-to address. This check box is only available if a fleet delivery shipper is entered in the Shipper ID field for the ship-to address. This check box is cleared by default.

Sales Tab Fields and Buttons

Field or Button	Description
Sales Representative 1	Enter the default primary sales representative for the customer's orders, or click the Lookup button to select a sales representative. This default is only used if a default primary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.
Sales Representative 2	Enter the default secondary sales representative for the customer's orders, or click the Lookup button to select a sales representative. This default is only used if a default secondary sales representative is not entered for the customer's ship-to address. For information on setting up sales representatives, see Sales Representative Maintenance.
Shipping Location	Enter the default shipping location prefix for the customer's orders, or click the Lookup button to select a shipping location prefix. Note This default is only used if a default shipping location prefix is not entered for the customer's ship-to address, and if the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up locations, see Location Maintenance.
Sales Location	Enter the default sales location prefix for the customer's orders, or click the Lookup button to select a sales location prefix. Note This default is only used if a default sales location prefix is not entered for the customer's ship-to address, and if the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up locations, see Location Maintenance.
Customer Division	Enter the customer division that handles the customer, or click the Lookup button to select a customer division. The customer division is a customer grouping used in the Executive Information Systems module and for sales analysis. For information on setting up customer divisions, see Customer Division Maintenance.
Sales Group	Enter the customer group that handles the customer, or click the Lookup button to select a customer group. The customer group is a grouping used in the Executive Information Systems module and for sales analysis. For information on setting up customer groups, see Customer Group Maintenance.
Sales Territory	Enter the sales territory that handles the customer, or click the Lookup button to select a sales territory. The sales territory is a customer grouping used in the Executive Information Systems module and for sales analysis. For information on setting up sales territories, see Sales Territory Maintenance.
Default Shipper	Enter the default shipper ID for the customer, or click the Lookup button to select a shipper ID. For information on setting up shippers, see Shipper Maintenance.
Freight Cap %	Enter the freight cap percentage for the customer. If the calculated freight for a sales order exceeds this percentage of the order or shipment total, the freight is set equal to the calculated amount for this percentage. Example You enter 10 in this field for customer A. A sales order is created for customer A for $100. The freight is calculated for the order as $12. However, this is greater than 10 percent of $100 ($10), so the freight for the order is limited to $10. This percentage is the default for the customer's orders, but can be overridden for a specific order.
Pricing Customer Code	Enter the customer code to use for price calculations, or click the Lookup button to select a customer code. This defaults to the customer code. Use this field if you have customers with common ownership that receive the same pricing. Instead of setting up a price book for these customers, you can create pricing for one of these customers and have the other customers, with the same ownership, follow that pricing by assigning the same pricing ID to all the customers. For more information, see Price Logic FAQ.
Price Book Group	Enter the price book group for the customer, or click the Lookup button to select the price book group. The price book group is a customer grouping to use for price calculations. For information on setting up price book groups, see Price Book Group Maintenance.
History Customer Code	Enter the customer code to use for sales history, or click the Lookup button to select a customer code. This defaults to the customer code.
Bookings Group	Enter the bookings group for the customer, or click the Lookup button to select a bookings group. For information on setting up bookings groups, see Bookings Group Maintenance.
Commission Book	Enter the commission book to use for the customer, or click the Lookup button to select a commission book. The commission book is a customer grouping to use for commission calculations. For information on setting up commission books, see Commission Book Maintenance.
Use Best Price	Select one of the following to determine if you want the best price from all price matrix entries for the entered customer and product to be selected when using a price matrix during sales order entry: Yes - Use the best price available for the customer. No - Do not use the best price available for the customer. Default - Use or do not use the best price for the customer based on whether the Use Best Price Lookup check box is selected on the Cost/Pricing tab in Customer Service Control Maintenance.
Sales Representative By Line Item	Select this check box if you want each order line for the customer to be evaluated to determine the sales representative that will receive commission for the line item.
Exempt from Excise Tax	Select this check box if the customer is exempt from excise taxes set up for excise tax categories.
Required Date Days	Select whether a positive or negative number of days is automatically added to the required date for the customer's orders, and enter the number of days. If a value is entered in this field, the default required date days entered in Customer Service Control Maintenance is ignored. NOTE Users can be set up to ignore this option in User Profile Maintenance.
Default Required Date	Select one of the following values for calculating required dates for the customer: System Based - Select whether to enter a default required date for the customer during order entry based on the Default Required Date option in Customer Service Control Maintenance or EDI Trading Partner Maintenance. No - Do not automatically enter a default required date for the customer during order entry. Yes - Automatically enter a default required date for the customer during order entry. If this option is selected, the required date is calculated based on the value in the Days from Order Date field. This defaults to System Based.
Days From Order Date	Enter a number of business days past the current date to use to calculate a default required date for the customer's sales orders. The required date can still be manually changed for orders. This field is only enabled if you select Yes for the Default Required Date field. Note The required date will not use this default if the shipper selected for an order is a fleet delivery shipper with a defined route/stop for the customer.
Marketing Representative 1	Enter the primary marketing representative responsible for the customer, or click the Lookup button to select a marketing representative. For information on setting up marketing representatives, see Marketing Representative Maintenance.
Marketing Representative 2	Enter a secondary marketing representative responsible for the customer, or click the Lookup button to select a marketing representative. For information on setting up marketing representatives, see Marketing Representative Maintenance.
Order Acknowledgment Form Name	Enter the Crystal Reports form to use for the customer's order acknowledgments, or click the Lookup button to select a Crystal Report form. Note If this field is blank, the form for the order class is used. If the form for the order class is also not set up, the standard Apprise order acknowledgment is used for the customer.
Invoice Form Name	Enter the Crystal Reports form to use for the customer's invoices, or click the Lookup button to select a Crystal Reports form. Note If this is entered for a customer and its associated billing customer, the form for the customer is used. If neither is entered, the standard Apprise invoice is used for the customer.
Pack List Form Name	Enter the Crystal Reports form to use for the customer's pack lists (packing slips), or click the Lookup button to select a Crystal Reports form. Note If this field is blank, the standard Apprise pack list is used for the customer.
Output VAT	Enter all or part of the output VAT general ledger account to use when resolving the account from the customer, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the customer. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Output VAT Variance	Enter all or part of the output VAT variance general ledger account to use when resolving the account from the customer, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT variance accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the customer. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Customer VAT ID	Enter the customer's tax identification number for VAT. Example For an Australian customer, enter the customer's Australian Business Number (ABN).
VAT Group Code	Enter a VAT group code for the customer, or click the Lookup button to select a VAT group code. This can be overridden for specific customer ship-to addresses. For information on setting up VAT groups, see VAT Group Maintenance.
Order Import Price Includes VAT	Select one of the following options: Default - Prices for imported orders include or exclude VAT based on the settings for the EDI trading partner. Yes - Prices for imported orders include VAT by default. No - Prices for imported orders do not include VAT by default. Note This setting is only a default. You can override this setting in the order import file. If you select Yes or No, this setting overrides the setting for the EDI trading partner.
Price Book	Enter a price book to use for the customer, or click the Lookup button to select a price book. For information on setting up price books, see Price Book Maintenance.
	Click this button to add the price book entered in the Price Book field to the Selected Price Books grid.
	Click this button to remove the selected price book from the Selected Price Books grid.
	Click this button to remove all price books from the Selected Price Books grid.
Selected Price Books	This grid displays price books for the customer.
	Click this button to move a price book up in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).
	Click this button to move a price book down in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

A/R Tab Fields and Buttons

Field or Button	Description
Billing Customer Code	Enter the customer code or name that will accumulate all accounts receivable transactions for chargebacks and collection activities for the customer, or click the Lookup buttons to select a customer code or name. These fields defaults to the customer code and name.
Credit Customer Code	Enter the customer code or name that will accumulate all accounts receivable transactions for credit management activities, or click the Lookup buttons to select a customer code or name. These fields default to the customer code and name. If you enter a billing customer in the Billing Customer Code fields, then these fields default to that billing customer's credit customer, and are disabled. Example Billing customer code A is set up with credit customer code B. If customer C is being set up with billing customer code A, then the credit customer code is automatically set to B.
Paying Customer Code	Enter the customer code or name that will make payments for the customer, or click the Lookup buttons to select a customer code or name. These fields default to the customer code and name. If you enter a billing customer in the Billing Customer Code fields, then these fields default to that billing customer's paying customer, and are disabled. Example Billing customer code A is set up with paying customer code B. If customer C is being set up with billing customer code A, then the paying customer code is automatically set to B.
Related Supplier Code	Enter the related supplier code or name if the customer is also a supplier, or click one of the Lookup buttons to select a supplier code or name. By associating a supplier with a customer, you can make invoices for the supplier for supplier allowances. For more information, see Using Supplier Allowances. Note You can also associate a customer with a supplier in the Invoice Customer Code field in Supplier Maintenance.
Remit-to Address ID	Enter the remit-to address ID for the address where the customer is supposed to remit payments, or click the Lookup button to select a remit-to address ID. For information on setting up remit-to addresses, see Payment Remit To Address Maintenance. Example Billing customer code A is to send their payment to a lockbox in Chicago and billing customer code B is to send their payment to a lockbox in California. Note If you are creating a new customer using a customer template, this field defaults to the remit-to address selected for the template. If you are not using a customer template or if you are using a template for which a remit-to address is not selected, this field defaults to the primary remit-to address.
Payment Method	Click the Lookup button to select the default method of payment for the customer. This field defaults to Check.
A/R	Enter the accounts receivable general ledger account for the customer, or click the Lookup button to select the account. If this field is left blank, the system-level accounts receivable account is used.
A/R Write off Mask	Enter the accounts receivable write off mask, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. Enter all or part of the general ledger account number. This account is used when an accounts receivable transaction is written off in Payment Apply or Open Item Apply and Resolve.
Invoice Consolidation	Click the Lookup button to select the method of consolidating confirmed pick demands into a single invoice. This field defaults to No. For more information, see Consolidate Invoices Options FAQ. Note You cannot change this method for an existing customer if open pick demands exist for the customer. NOTE A warning messages appears if the selected invoice consolidation method does not match the invoice consolidation method for the billing customer associated with the customer.
A/R Absorption	Enter the absorption general ledger account for this customer, or click the Lookup button to select the account. Enter a full general ledger account number (a partial account mask is not available).
Default Cash Account	Enter the default cash general ledger account for the customer's payments, or click the Lookup button to select a cash account.
Invoice Method	Click the Lookup button to select the method of delivering invoices to the customer. This field is used during the invoice printing process. Select one of the following options: EDI - Transmit the invoice via EDI form 810. If you select this option, an invoice is not output for the customer during the invoice printing process. Print - Output the invoice during the invoice printing process. If this option is selected and the customer is associated with a trading partner that is set up to receive EDI 810 forms, the trading partner is sent the 810 form (in addition to the invoice being output during the invoice printing process). Print/No EDI - Output the invoice during the invoice printing process, and do not send the invoice via EDI (even if the customer is associated with a trading partner set up to receive invoices via EDI form 810). Use this option if an EDI trading partner typically wants to receive 810 forms, but for this specific customer does not want to receive 810 forms. This field defaults to Print.
A/R Clearing	Enter the accounts receivable clearing general ledger account for this customer, or click the Lookup button to select the account. If this field is left blank, the system-level accounts receivable clearing account is used.
Default Currency	Enter the default currency used by the customer, or click the Lookup button to select a currency. This field defaults to the general ledger default currency. For information on setting up currencies, see Currency Maintenance.
Invoice Print Frequency	Click the Lookup button and select Normal or Statement to control the invoice printing process. Select Normal to print invoices on a one-by-one basis. Select Statement to print invoices in a statement format (typically used if there is a high transaction volume, e.g., daily, within a short period of time). This field defaults to Normal.
Cash Discount Mask	Enter the cash discount general ledger account mask for this customer, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. Enter all or part of the general ledger account number. Terms code and sales locations are the other two areas where the cash discount general ledger account mask can be defined. For more information, see Account Resolution Order.
Payment/Chargeback Team	Enter the chargeback team responsible for resolving chargebacks with this customer, or click the Lookup button to select a chargeback team. This field defaults to DEFAULT. For information on setting up chargeback teams, see Chargeback Team Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same chargeback team. $Images\warning.gif$ If the chargeback team is changed for this customer, then all open chargebacks for this customer are changed to the new chargeback team.
Payment/Chargeback Group	Enter the chargeback group assigned to this customer, or click the Lookup button to select a chargeback group. Chargeback groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up chargeback groups, see Customer Payment Rule Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same chargeback group.
Payment/Chargeback Division	Enter the chargeback division assigned to this customer, or click the Lookup button to select a chargeback division. Chargeback divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up chargeback divisions, see Customer Payment Rule Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same chargeback division.
Payment/Chargeback Default Grouping	Click the Lookup button to select whether the customer will follow the default rules for its chargeback group or division. This field defaults to Group.
Payment/Chargeback Rules	Click this button to display Customer Payment Rule Maintenance, which allows you to assign a chargeback group and division to a billing customer, and to select default rules for the customer's chargeback group or division.
Collection Team	Enter the collection team responsible for resolving collections with this customer, or click the Lookup button to select the collection team. This field defaults to DEFAULT. For information on setting up collection teams, see Collection Team Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same collection team. $Images\warning.gif$ If the collection team is changed for this customer, then all open collections for this customer are changed to the new collection team.
Collection Group	Enter the collection group assigned to this customer, or click the Lookup button to select a collection group. Collection groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up collection groups, see Customer Collection Rule Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same collection group.
Collection Division	Enter the collection division assigned to this customer, or click the Lookup button to select a collection division. Collection divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up collection divisions, see Customer Collection Rule Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same collection division.
Collection Default Grouping	Click the Lookup button to select whether the customer will follow the default rules for its collection group or division. This field defaults to Group.
Collection Rules	Click this button to display Customer Collection Rule Maintenance, which allows you to assign a collection group and division to a billing customer, and to select default rules for the customer's collection group or division.
Credit Team	Enter the collection team responsible for resolving credit issues with this customer, or click the Lookup button to select the credit team. This field defaults to DEFAULT. For information on setting up credit teams, see Credit Team Maintenance. Note If the customer code is different than the billing customer code, this field cannot be updated. All customers that share a billing customer must have the same credit team. $Images\warning.gif$ If the credit team is changed for this customer, then all open credits for this customer are changed to the new credit team.
Credit Group	Enter the credit group assigned to this customer, or click the Lookup button to select a credit group. Credit groups are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up credit groups, see Group Credit Rule Maintenance.
Credit Division	Enter the credit division assigned to this customer, or click the Lookup button to select a credit division. Credit divisions are used to group customers for default rules and analysis. This field defaults to DEFAULT. For information on setting up credit divisions, see Customer Credit Rule Maintenance.
Credit Default Grouping	Click the Lookup button to select whether the customer will follow the default rules for its credit group or division. This field defaults to Group.
Credit Rules	Click this button to display Customer Credit Rule Maintenance, which allows you to set up credit rules for the customer.
Collection Statement	Enter the collection statement group assigned to this customer, or click the Lookup button to select a collection statement group. Collection statement groups are used to group customers for collection statements. For information on setting up collection statement groups, see Collection Statement Group Maintenance.
Collection Letter	Enter the collection letter group assigned to this customer, or click the Lookup button to select a collection letter group. Collection letter groups are used to group customers for collection letters. For information on setting up collection letter groups, see Collection Letter Group Maintenance.
Finance Charge	Enter the finance charge group assigned to this customer, or click the Lookup button to select a finance charge group. Finance charge groups are used to group customers for finance charges. For information on setting up finance charge groups, see Finance Charge Group Maintenance.
Sales Representative 1 Rate	Enter the write-off commission rate to use for the customer's primary sales representative.
Sales Representative 2 Rate	Enter the write-off commission rate to use for the customer's secondary sales representative.

Options Tab Fields and Buttons

Field or Button	Description
Default Order Class	Enter the default order class used for the customer in Order Entry, or click the Lookup button to select the default order class. For information on setting up order classes, see Order Class Maintenance. Note During order entry, the order class defaults from the customer first. If no order class is entered, the order class defaults from the order class entered in User Extended Options.
Default F.O.B.	Enter the default FOB (Freight On Board) used for the customer in Order Entry, or click the Lookup button to select the default FOB. This field is only used as the default if an FOB code is not entered for the customer's ship-to address. For information on setting up FOB codes, see Freight On Board Maintenance.
Order Priority	Enter the default order priority used for the customer in Order Entry. This field defaults to 0. The higher the number, the higher the priority for releasing backorders.
Customer Pick Group	Enter the customer pick group, or click the Lookup button to select a customer pick group. Customer pick groups can be used in Pick Demand Create and Print to filter creation of pick demands for groups of customers. For information on creating customer pick groups, see Customer Pick Group Maintenance.
Rewards Customer	Enter the rewards customer code for the customer, or click the Lookup button to select the rewards customer code. This field defaults to the customer code after you save a new customer. If the customer participates in a customer rewards program, then this field must be populated. For information on setting up reward customers, see Reward Customer Maintenance. Example Customer A and Customer B are part of an affiliated group for customer rewards. They both have a rewards customer of A so that their results are combined.
Allow Companion Products	Select this check box to allow the customer to receive companion products. This check box is selected by default. For information on setting up companion products, see Companion Product Maintenance.
Companion Book ID	Enter the companion book associated with the customer (if you use companion products), or click the Lookup button to select a companion book. This field is only enabled if the Allow Companion Products check box is selected. For information on setting up companion books, see Companion Book Maintenance.
Shipping Label Format	Enter the .btw file that is used for printing shipping labels.
Pallet Label Format	Enter the .btw file that is used for printing pallet labels.
Label Reprint Option	Select whether to relabel changes, relabel all, or never relabel.
Ship Orders Complete	Select this check box if you want to only ship complete orders to the customer. If this check box is selected, the Ship Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete orders to the customer. If this check box is selected and any line items on an order have not been allocated due to backorders or future allocations, the order is not shipped until all line items are allocated and ready to be shipped. NOTE If you select this check box, the Ship Backorders Complete check box must be cleared.
Ship Backorders Complete	Select this check box if you want to only ship backorders when goods are allocated in full. If this check box is selected, the Ship Backorder Complete check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to ship incomplete backorders for the customer. If this check box is selected and an order is on partial backorder, the allocated products from the orders are picked for shipment, but the remainder of the backorder is not shipped unless goods are allocated in full. NOTE If you select this check box, the Ship Orders Complete check box must be cleared.
Require PO Number	Select this check box to require the entry of a customer’s purchase order number during order entry.
Orders Default as Freight Free	Select this check box if you do not want to charge the customer freight on orders. If this check box is selected, the Freight Free check box is selected by default for the customer's orders in Order Entry. However, you can still manually clear this check box in Order Entry if you want to charge freight for the customer. This setting may also be overridden by the freight free setting for the order class or freight collection terms on an order. Note If you do not want to directly bill for freight charges for the customer's orders, select this check box.
Internal Customer	Select this check box if the customer is an internal customer or department that will be charged for products used. Only internal customers can be entered on an order that uses an order class for which the Use for Internal Requisitions Only check box is selected in Order Class Maintenance. For more information, see Internal Requisitions.
Process EDI Bills of Lading	Select this check box if the customer processes EDI bills of lading. This check box is selected by default. An EDI bill of lading is sent if the customer and shipper both process EDI bills of lading.
Require Order Acknowledgment	Select this check box if the order acknowledgment process must take place each time an order is placed for the customer. For more information on setting up automatic order acknowledgments, see Order Acknowledgments FAQ.
Generate Co-Op Amounts	Select this check box if you want to allow the customer to accumulate co-op amounts. If you select this check box, each time a co-op product is ordered, the monetary amounts assessed on that product are accumulated for the customer.
Ignore Minimum/Multiple	Select this check box if you want minimum and multiple order and allocation quantities to be ignored for products ordered by the customer.
Cancel Backorder	Select this check box to select the check box in the Cancel Backorder column in the Items grid in O/E Line Item Entry for products ordered by this customer. NOTE The check box in the Cancel Backorder grid column is not selected for direct-ship line items. If the check box is selected in O/E Line Item Entry for a line item, and the line item is fully backordered, the backordered quantity is canceled when a pick demand is printed for the order. If the check box is selected in O/E Line Item Entry for a line item, the line will be canceled whenever inventory is adjusted for any pick demands related to the order.
Create Consolidated Pick Demands	Select this check box to allow the customer to elect to have multiple sales orders (with similar criteria, such as shipping address, payment terms, etc.) consolidated onto one pick demand for picking efficiency and shipping cost optimization. For more information, see Pick Demand Logic FAQ.
Allow Saved Credit Cards in OE	Select this check box to allow users to save credit card information for the customer during order entry. This check box is selected by default.
Open Order Warning	Select this check box to display a warning message during order entry if an open order already exists for the customer, and to allow the user to review the open orders.
Ignore Future Allocations	Select this check box to immediately allocate inventory for the customer's orders instead of creating future allocations. You cannot select this check box if open orders exist for the customer's billing customer.
Import Duplicate PO Number	Select this check box to allow duplicate purchase order numbers when importing orders for the customer in Order Import or EDI Order Import. Note If this check box is selected for an order class, customer, or trading partner, duplicate purchase order numbers are allowed.
Print Pack List	Select this check box to automatically print pack lists for the customer when confirming pick demands for a location set up to print pack lists. This check box is selected by default.
Create Default Packages at Pick Demand Create	Select one of the following options to indicate whether to create packages for the customer during pick demand creation in Pick Demand Create and Print if you use package units of measure: Yes - Create packages for the customer during pick demand creation. This overrides the option for the zone. No - Do not create packages for the customer during pick demand creation. This overrides the option for the zone. Zone Based - Create or do not create packages based on the zone settings.
Use Pallet Shipping Labels	Select this check box if you want the wireless pick program to print pallet labels for this customer during picking based on your zone task options.
Allow Mixed Cartons	Select this check box to allow cartons to contain different products when packing for the customer.
No Cartonization	Select this check box to not perform cartonization when packing for the customer.
No Banding	Select this check box to not perform banding when packing for the customer.
Consignment Location	Enter the location prefix of the consignment location for the customer (if necessary), or click the Lookup button to select a location prefix. For more information on customer consignment, see Consignment Order Process Flow.
Shipping Method	Select whether to ship by air or ground.
Royalty Book Name	Enter the royalty book name for the customer, or click the Lookup button to select a royalty book name. For information on setting up royalty books, see Royalty Book Maintenance.
PO Box Check	Select one of the following options for the customer to control whether order ship-to addresses are checked for post office boxes: Allow - Allow orders to be created if a customer's ship-to address is a post office box. Warn - Allow orders to be created, but display a warning if a customer's ship-to address is a post office box. Deny - Prevent orders from being created if a customer's ship-to address is a post office box.
Freight Collection	Enter the default freight collection terms code for the customer's orders, or click the Lookup button to select a default freight collection terms code. This can be overridden by the freight collection terms for the customer's ship-to address. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. These terms print on the pick demand (based on the first order on a pick demand if you are using pick demand consolidation).
Samples Sales Representative ID	Enter a sales representative ID if the customer is a sales representative who will be associated with sample orders, or click the Lookup button to select a sales representative ID.
Beverage Type	If the customer is a beverage customer, enter a customer type to classify the customer, or click the Lookup button and select one of the following beverage types: Military None Off Premise On Premise On/Off Combined Transportation Wholesale
Wine	Select this check box if the customer is licensed to sell wine.
Spirits	Select this check box if the customer is licensed to sell spirits.
Beer	Select this check box if the customer is licensed to sell beer.
Excise Tax Category Companion Product Restrictions	This grid displays excise tax categories for which you can restrict companion products for the customer. Select the check box in the Restrict Companions column for each excise tax category for which the customer is not allowed to receive companion products. For information on setting up excise tax categories, see Excise Tax Category Maintenance.

Groups Tab Fields and Buttons

Field or Button	Description
Forecast Group	Enter a forecast group to which the customer belongs for DRP product forecasting, or click the Lookup button to select a forecast group. For information on setting up forecast groups, see Customer Forecast Group Maintenance. This defaults to the All Others forecast group if it exists. Note Every customer must be assigned to a forecast group.
Point of Sale Region ID	Enter the point of sale region that the customer belongs to for DRP product forecasting, or click the Lookup button to select a point of sale region. For information on setting up point of sale regions, see Point of Sale Region Maintenance.
Profit Group Code	Enter the scorecard profit group code for the customer, or click the Lookup button to select a scorecard profit group code. This field is only enabled if the customer is a billing customer. For a customer that is not a billing customer, this field displays the scorecard profit group code for the customer's billing customer. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance. Note This field is required for billing customers if the Profit Group is required for billing customers check box is selected in Scorecard Control Maintenance.
Customer Service Team	Enter the customer service team for the customer, or click the Lookup button to select a customer service team. For information on setting up customer service teams, see Customer Service Team Maintenance.
Cash Flow Group Code	Enter the cash flow customer group for the customer, or click the Lookup button to select a cash flow customer group. The cash flow customer group controls the rules for how and when cash is received from the customer. For information on setting up cash flow customer groups, see Cash Flow Customer Group Maintenance. This defaults to the default cash flow customer group code.
Customer Allowance Group	Enter the customer allowance group for the customer, or click the Lookup button to select a customer allowance group. For information on setting up customer allowance groups, see Customer Allowance Group Maintenance.
Sales Restriction Group Code	Enter a sales restriction group code for the customer, or click the Lookup button to select a sales restriction group code. For information on setting up sales restriction groups, see Sales Restriction Group Maintenance.
Shipping Options Group	Enter a customer shipping options group for the customer, or click the Lookup button to select a customer shipping options group. For information on setting up customer shipping options groups, see Customer Shipping Options Group Maintenance.
Market Groups	Select the check box for each market segment and/or market group associated with the customer. You can click the plus or minus symbol to the left of a market group to show or hide the market segments in the market group. If you select a market group, all market segments in the market group are selected. For information on setting up market groups and market segments, see Market Group and Segment Maintenance.
EDI Trade ID	If you are using EDI for the customer, enter a trading partner ID, or click the Lookup button to select a trading partner ID. Then, click the right-arrow button to associate the trading partner with the customer. You can associate more than one trading partner ID with the customer if the customer sends data with multiple trade ID's.
	Click this button to add the EDI trading partner ID entered in the EDI Trade ID field to the EDI Trading Partners grid.
	Click this button to remove the selected EDI trading partner ID from the EDI Trading Partners grid.
EDI Trading Partners	This grid displays the EDI trading partners associated with the customer. Select the check box in the Default column for the trading partner ID that is the default trading partner for the customer. The default trading partner ID is entered by default in Order Entry when creating new sales orders for the customer. Note When you are creating a new customer, the first trading partner you associate with the customer is marked as the default trading partner automatically.
Store ID	Enter the store location code used by this EDI trading partner to uniquely identify this location. Note You cannot use the same store ID more than once for the same EDI trading partner.
Do Not Send EDI ASN	Select this check box if you do not want to send EDI ASN's for the customer even if the trading partner associated with the customer is set up to receive EDI ASN's. Note An EDI ASN is also not sent for an order if the customer's ship-to address or order class is set up to not send EDI ASN's.
Do Not Send EDI Invoice	Select this check box if you do not want EDI invoices sent to the customer even if the trading partner associated with the customer is set up to receive EDI invoices.
Do Not Send EDI Order Acknowledgment	Select this check box if you do not want EDI order acknowledgments sent to the customer even if the trading partner associated with the customer is set up to receive EDI order acknowledgments.
Do Not Send EDI Order Status	Select this check box if you do not want EDI order statuses sent to the customer even if the trading partner associated with the customer is set up to receive EDI order statuses.
Auto Create Drop Ship POs	Select this check box to automatically create drop-ship purchase orders for the customer. If this check box is selected, when a drop-ship sales order is created for the customer, a drop-ship purchase order is created as if it was manually created in Drop Ship and Special Order Create.
Auto Create Shipment & Container	Select this check box to automatically create shipments and containers for the customer's automatically created drop-ship purchase orders. This check box is only enabled if the Auto Create Drop Ship POs check box is selected. If this check box is selected, when a drop-ship sales order is created, a single shipment and container is automatically created for the automatically created purchase order, as follows: The shipment number and container name are set to the sales order number. The ship-to country of the shipment is set to the ship-to country of the sales order. The scheduled delivery date of the shipment and container is the required date of the sales order. The destination port of the shipment is determined by the port selection rules entered for the customer.
To Port	Enter a destination port for the customer's automatically created shipments and containers, or click the Lookup button to select a port. This field is only enabled if the Auto Create Shipment & Container check box is selected. For information on setting up ports, see Port Maintenance.
Sales Location	Enter a sales location prefix if you only want to use the entered port for automatically created shipments and containers for sales orders from a specific sales location, or click the Lookup button to select a sales location prefix. This field is only enabled if the Auto Create Shipment & Container check box is selected.
Name	Enter a sales location name if you only want to use the entered port for automatically created shipments and containers for sales orders from a specific sales location, or click the Lookup button to select a sales location name. This field is only enabled if the Auto Create Shipment & Container check box is selected.
Add	Click this button to add the entered port information for automatically created shipments and containers. This button is only enabled if the Auto Create Shipment & Container check box is selected.
Start Date	Enter the first date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers, or click the drop-down arrow to select a date. This field is only enabled if the Auto Create Shipment & Container check box is selected.
End Date	Enter the last date in a range of scheduled delivery dates for which to use the entered port for automatically created shipments and containers, or click the drop-down arrow to select a date. This field is only enabled if the Auto Create Shipment & Container check box is selected.
Remove	Click this button to remove the port selected in the Port Selection Rules grid. This button is only enabled if the Auto Create Shipment & Container check box is selected.
Ignore Year	Select this check box to set up the destination port for the date and month range set up in the Start Date and End Date fields for every year. Example You enter 1/1/2020 in the Start Date field and 1/31/2020 in the End Date field. You select the Ignore Year check box, and the port is used for automatic shipments and containers with scheduled delivery dates during January for 2020, 2021, 2022, etc. This check box is only enabled if the Auto Create Shipment & Container check box is selected.
Port Selection Rules	This grid displays port selection rules for automatically created shipments and containers. You can set up different ports for different times of the year and/or sales locations to account for seasonal changes. If multiple rules are set up, the following hierarchy is used when selecting the port for a shipment/container: Rule with matching scheduled delivery date and sales location Rule with matching sales location Rule with matching scheduled delivery date and blank sales location Rule with no date or sales location

Contacts Tab Fields and Buttons

Field or Button	Description
Contacts	This grid displays contacts set up for the customer in Contact Maintenance. Contacts created for a specific bill-to or ship-to address do not appear in this grid. Double-click a contact to display the contact information in Contact Maintenance.
Show History For	Select whether to display CRM tasks for only the contact selected in the Contacts grid or for all contacts.
CRM Tasks	This grid displays CRM tasks for the selected contact or all contacts (based on the selected Show History For option). Double-click a task to display information for the task.

Pack List Required Fields Tab Fields and Buttons

Note This tab is only enabled if you have licensed Managed ETM.

Field or Button

Description

Bypass Pack List Required Fields Checking

Select one of the following options to configure whether a customer can bypass the pack list required fields checking or not:

Trading Partner Default - Select this radio button to let the system either check the pack list required fields or bypass the pack list required fields check, based on the selection of the Bypass Pack List Required Fields Checking check box for the trading partner associated with the customer in EDI Trading Partner Maintenance.
Yes - Select this radio button to let the system bypass checking of the pack list required fields for the customer.
No - Select this radio button to let the system check the pack list required fields for the customer.

Pack List Fields

This grid displays all the available pack list fields for the selected customer. Select the check box in the Required column to mark the fields as mandatory for the pack list.

For more information about the hierarchy in which the system determines whether a pack list field is required, see Pack List Required Fields Hierarchy.

Other Customer Information Tab Fields and Buttons

Field or Button	Description
Customer User Defined 1 - 20	Enter the appropriate information in these customer-related user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.

Other Marketing Information Tab Fields and Buttons

Field or Button	Description
Market Segment User Defined 1-20	Enter any user-defined market segment information for the customer. The labels, formats, and validations are set up in User Defined Fields Maintenance.