Customer Maintenance (On the Fly)

Window Details
	Navigation
	Overview
	Fields

Related Topics
	Customer Numbering Methods	Customer Relationship Management FAQs
	Sales Tax FAQs

Navigation

Enter a new customer number in the Customer No. field in any of the following tasks:

Select Accounts Receivable Main menu > A/R Repetitive Invoice Entry.
Select Accounts Receivable Main menu > A/R Invoice Data Entry.
Select Accounts Receivable Main menu > Cash Receipts Entry.
Select Sales Order Main menu > Sales Order Entry.
Select Sales Order Main menu > S/O Invoice Data Entry.
Select Return Merchandise Authorization Main menu > RMA Entry.
Select Return Merchandise Authorization Main menu > RMA Receipts Entry.

The appropriate security must be set up.

Overview

Use Customer Maintenance to create customers on the fly. Some nonessential fields are omitted to speed data entry; you can access Customer Maintenance at a later time to enter additional information.

If the Automatically Create Sage CRM Records When Adding New Customers and Primary Contacts check box is selected in CRM Company Options, new Sage CRM company and primary contact records are created when a new customer is created on the fly. A relationship is automatically created between the company and customer, and information is synchronized between them.

Note A customer record can be deleted only if there is no outstanding activity for the customer. If there is activity, such as pending orders, you must wait until all open invoices for the customer are paid and purged before deleting a record or using the Delete and Change Customers utility.

Fields

Customer No.	Copy From
Name

1. Main
Address	Terms Code
ZIP Code	Primary Contact
City	Ship Code
State	Primary Ship To
Country	Tax Schedule / Tax Exemption No.
Residential Addr	Credit Hold
Salesperson	Credit Limit
Telephone	E-mail Address
Ext	E-mail Statements
Fax	URL Address

2. Additional
Comment	Customer Type
Open Item Customer	Statement Cycle
Internet Enabled	Print Dun Message
Customer Status	Use Sage Data Cloud for Invoice Printing
Price Level	Batch Fax
Dflt Pymt Type	Card ID
Discount Rate	Payment Type
Fin Charge Rate	Cardholder Name
Item Code	Last Four Digits
Sort	Expiration Date