Road Map: Customer Maintenance

Use the Customer Maintenance (CM) program to add a new customer record or change an existing customer record. See Background for more information.

Before you run this program each time

You should run these programs: None required

You should run these programs at least once:

System Options Maintenance (XM) (Enterprise Options) to set these options: Default label for state field, Default labor for postal code field, Sales tax license desc 1, and Sales tax license desc 2.
System Options Maintenance (XM) (Order Processing Options) to set the Credit management active?, Allow item substitution?, and Calculate credit based on gross amount? options.
System Options Maintenance (XM) (Help and Other Path Options) to set the Base path and Customer folder options.
Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.
State Descriptions Maintenance (TSM) to enter state, county, and province descriptions.
Postal Codes Maintenance (TZM) to enter postal codes.
Sales Region Maintenance (TSR) to set up sales regions.
GL Account Maintenance (GMM) to set up GL organization codes.
Sales Rep Maintenance (SM) to set up sales representatives.
User Maintenance (UIM) to set up records for customer service representatives.
Language Codes Maintenance (TLM) to set up language codes.
Customer Types Maintenance (TYM) to set up customer types.
Branch Maintenance (TBM) to set up branches.
FOB Codes Maintenance (TOB) to set up FOB codes.
Freight Codes Maintenance (TFP) to set up freight payment method codes.
Ship Via Codes Maintenance (TSV) to set up ship via codes.
Graphic Image Codes Maintenance (TGC) to set up image types.
Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

Remit-to Codes Maintenance (TRM) to set up remit-to codes.
Currency Codes Maintenance (TCU) to set up currency codes.
Department Codes Maintenance (TDP) to set up department codes.
Customer Price Classes Maintenance (TCPC) to set up customer price class codes.
Price Codes Maintenance (TPLM) to add custom labels for up to nine price codes.
Commission Class Maintenance (TCCM) to set up commission class codes.
Tax Codes Maintenance (TCM) to set up tax codes.
Shipping Category Maintenance (TBLC) to set up codes that print descriptions on a bill of lading of the contents being shipped.
Unit of Measure Codes Maintenance (TUM) to set up codes that users can select for the Shipping UOM field.
Audit Trail Maintenance (XAT) to activate system logging of entries and changes.
User Fields Maintenance (XMO) to create user-defined fields for this program.

You will most likely run these programs:

Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.
Customer Document Profile Maintenance (CDM) to set up document profiles that define how you send invoices to customers.
Customer Item Maintenance (CIX) to create a cross-reference from a customer's item number to your item number.
Credit Maintenance (CCM) to change a customer's credit and order limits, place a customer on credit hold, release a customer from credit hold.
Credit Card Maintenance (CCRM) to enter a customer's credit card information.
Price-Contract Maintenance (PCM) to price, discount, and contract records.
Sales Order Maintenance (OE) or One-Step Invoice Entry (RE) to enter a sales order for this customer.
Customer Inquiry (CQ) to display details of a customer record.
Customer Service Inquiry (CSI) to display a customer's open order balance, available credit, sales history, AR aging, and open orders.
Sales by Customer By Item Inquiry (SCI) to display sales and invoice information for an item.
Audit Trails (ATR) print an audit trail report.