Enter a New Customer

When you click Customer in the Project Maintenance (PSM) program, you can enter or change information for a new customer. See Background and Road Map for more information.

Enter the customer's address information, and click OK. See Enter or Change an Address for field descriptions.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Active?

Optional

Select to indicate that this customer is active (the default) or clear if this customer is not active.

Parent ARC?

Optional

Select if this customer is to be billed directly or is an accounts receivable consolidation parent (the default), or clear if this customer has a consolidation parent.

Caution
The program does not allow you to change the Parent ARC? field after you complete the record.

Consolidate to

Required
10 alphanumeric

If you selected the Parent ARC? field, enter this customer's number.

If you cleared the Parent ARC? field, enter the number of the consolidation parent or click the Lookup icon and use the standard lookup options to select the number from a list. The record of the consolidate-to customer must have the Parent ARC? field selected and have the same currency code as this customer.

Caution
The program does not allow you to change the Consolidate to field after you complete the record.

Sales region

Optional
4 alphanumeric

Select a code that identifies the sales region for this customer. The sales region can determine sales commissions.

Sales org code

Optional
2 alphanumeric

Select the code of the GL organization to use for posting sales for this customer.

Cust serv rep

Optional
5 alphanumeric

Select the code of the customer service representative for this customer

Sales rep

Optional
10 alphanumeric

Select the code of the primary sales representative for this customer or click the Lookup icon and use the standard lookup options to select the rep from a list.

If you do not use sales commission programs to assign sales reps, order processing programs display this code as the primary sales rep for an order for this customer.

Language

Optional
2 alphanumeric

Select the code of the language to use when printing item descriptions on sales documents for this customer.

Customer type

Optional
4 alphanumeric

Select a customer type, which can determine prices for this customer and commissions paid on sales to this customer.

Sugg ship br

Optional
4 alphanumeric

Select the branch from which items are to be shipped to this customer.

FOB

Optional
3 alphanumeric

Select the Freight on Board code for the point at which ownership of ordered items transfers to this customer.

Freight terms

Optional
3 alphanumeric

Select the code for the customer's standard method of payment for freight.

Ship via

Optional
3 alphanumeric

Select the code of the preferred carrier for this customer.

Priority code

Optional
2 alphanumeric

Enter a code to identify the priority of this customer's orders. This code becomes the default for the Order priority field on the sales order header. The Sales Order Auto Processing (OAP) and Order Shipment Selection (OSS) programs can use it to prioritize orders.

SIC/NAICS

Optional
6 alphanumeric

Enter a North American Industry Classification System code (formerly called Standard Industry Classification). This field is not used by the system, but you can use it in custom reports.

Use primary loc

Optional
1 alphanumeric

Select	To
A (Always)	Pick from only the item's designated primary bin location.
D (Default)	Pick first from the primary bin location.
N (No)	Not consider the primary bin location when picking.

PO required?

Optional
1 alphanumeric

Select whether this customer must have a purchase order number entered in the Cust PO number field in the Sales Order Maintenance (OE), EDI/Sales Quote Maintenance (QOE), and One-Step Invoice Entry (RE) programs and whether the number can duplicate a previous order:

Select	PO number	Duplicates
Y	Required	Not allowed
N or leave blank	Not required	Allowed
W (Warn)	Required	Allowed, but warn order entry of the duplication
D (Duplicate)	Required	Allowed

Allow subs?

Required
1 alphanumeric

Select whether this customer allows item substitutions:

Select	If this customer
Y	Accepts substitutions when the ordered item is out of stock.
A (Approved)	Accepts substitutions but wants to approve them.
N	Does not accept substitutions.

Multi shipments?

Optional

Select if this customer accepts partial shipments or leave blank if this customer does not.

You can use the Sales Order Maintenance (OE) Ship partial? field to override this option.

If you select, the Sales Order Auto Processing (OAP) program creates multiple shipments when an order cannot be shipped complete and the Reverse partials option in that program is not selected.

If you leave blank, then when you click Partial in the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program, the program displays the message Customer does not allow split orders - select all lines for this order? Click Yes to select all lines or click No to select none.

Split lots?

Optional

Select if the customer normally allows the ordered quantity of a lot-controlled item to be fulfilled from multiple lots or leave blank if the ordered items must come from the a single lot.

This is the default when orders are entered for the customer. You can change this field on order lines if split lots are allowed for the item (in Enterprise Item Maintenance) and the customer allows split lots.

Cons shipment?

Optional

Select to require items to be shipped from the branch in the Sugg ship br field or leave blank to allow items to be shipped from different branches. The customer can require shipment from a specified branch because of time or cost considerations.

This field is not currently used by the system, but you can use it in customer reports.

Image type

Optional
4 alphanumeric

Select the type of graphic file for this customer. For example, you can store an image of this customer's logo, a scanned business card, or a map that shows the customer's location.

Click View image to display the graphic.

Press F10 and enter data in these fields:

Field Name

Type / Max Length

Action / Description

AP contact

Optional
35 alphanumeric

Enter the name of the customer's contact for accounts payable.

AP phone number

Optional
20 alphanumeric

Enter the telephone number of the customer's contact for accounts payable.

Send statement

Optional
1 alphanumeric

Select the code for the frequency of sending a statement:

Select	To
N	Never send a statement
X	Not send a statement when the balance is zero However, options in the Statement Print (RS) program can override this field. You can skip sending a statement if this customer has a balance that is less than zero or no activity during the period.
Y	Send a statement However, options in the Statement Print (RS) program can override this field. You can skip sending a statement when this customer has a credit balance or no activity during the period.

AR method

Required
1 alphanumeric

Select O for an open item customer or B for a balance forward customer.

The system takes the statement date that you select in the Statement Print (RS) program when you run it and considers the "start" date the first of that month.

For an open item customer, the system looks at the invoices prior to the start date and if they are a zero balance and it was already printed on a statement, then it is skipped.

For a balance forward customer, any invoice balances before the start of the month are consolidated into a "total balance forward" record and printed first, then this month's transactions are printed.

AR terms

Optional
3 alphanumeric

Select the code for the payment terms for this customer.

Remit-to

Optional
3 alphanumeric

Select the code that identifies an alternate address for customer payments to your company. This address prints at the bottom of the invoice.

Currency

Required
2 alphanumeric

If the multi-currency feature is active, select the currency in which sales and accounts receivable transactions are recorded for this customer.

Caution
Be sure that you select the correct code for this customer because you cannot change it after you complete this customer record. If this customer is part of an AR consolidation, the customer's currency code must match that of its Parent ARC.

Dept number

Optional
5 alphanumeric

Select the number of the department that gets credit for sales to this customer.

Price code

Optional
1 alphanumeric

Select the code for the pricing structure created with the Price-Contract Maintenance (PCM) program that applies to this customer.

Price class

Optional
10 alphanumeric

Select this customer price class code, which can determine prices for this customer and commissions paid on sales to this customer.

Commission class

Optional
5 alphanumeric

Select the commission class code, which can determine commissions paid on sales to this customer.

Tax code

Required
10 alphanumeric

Select the code for the tax jurisdiction and sales tax rate for the customer at this address or click the Lookup icon and use the standard lookup options to select the code from a list.

Note
If the option is to tax by zip code for this state/province, this field is disabled. Use State Descriptions Maintenance (TSM) to set sales tax options.

Sales tax license 1
Sales tax license 2

Optional
25 alphanumeric

Enter the number of this customer's resale license.

Note
This field may have a different label based on the Sales tax license desc 1 and Sales tax license desc 2 options in System Options Maintenance (XM) program (Enterprise Options).

Xref

Optional
25 alphanumeric

Enter an additional sort criterion that you can use to access this customer's record from a lookup.

Customer number, name, city, state, postal code, phone, sales rep, type, region, and branch are standard sort fields for customer lookups. Xref is an additional lookup sort option.

AR credit limit

Optional
14 numeric in the format 999999999999.99

Enter the maximum accounts receivable balance that this customer is allowed.

If you leave set to zero, the order created will be on credit hold.

Order limit

Optional
14 numeric in the format 999999999999.99

Enter the maximum amount of a single customer order.

If you leave set to zero, the order created will be on credit hold.

Credit hold?

Optional

Select to place a hold on this customer's account.

Manual hold rsn

Optional

For future use.

Resale lic 1

Optional
14 numeric in the format 999999999999.99

Enter the amount paid for the first resale license.

Resale lic 2

Optional
14 numeric in the format 999999999999.99

Enter the amount paid for the second resale license.

Accrued disc%

Optional
4 numeric in the format 99.99

Enter the discount percent to be applied to the order balance after the Gross disc % has been subtracted.

The order entry operator can override this default.

Misc disc %

Optional
4 numeric in the format 99.99

Enter the discount percent to be applied to the order balance after both the Gross disc % and Accrued disc % have been subtracted.

The order entry operator can override this default.

Press F10 and enter data in these fields:

Field Name

Type / Max Length

Action / Description

Subtotal

Optional
1 alphanumeric

Select how you want the weight to print on a bill of lading for this customer:

Select	To calculate and print a
I	Subtotal by item
C	Subtotal by category
T	Total only with no subtotals

Delivery day

Optional
3 alphanumeric

If you use your own trucks for delivery, enter the day for delivery to this customer.

Delivery week

Optional
3 alphanumeric

If you use your own trucks for delivery, enter the week for delivery to this customer.

Stop number

Optional
3 alphanumeric

If you use your own trucks for delivery, enter the stop number on the route for this customer.

Route

Optional
5 alphanumeric

If you use your own trucks for delivery, enter the route for this customer.

Container desc

Optional
8 alphanumeric

Enter the container description (for example, crate) in which you ship items to this customer.

Shipping cat

Optional
4 alphanumeric

Select the shipping category to be printed on this customer's bills of lading. Your entry overrides the Shipping category field in the Branch Item Maintenance (IMB) program.

Press F10.
Choose the appropriate options:

Do This

Change a field

Click Modify.

Exit without creating this customer record

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this customer record

Click Notes and then:

Click	To enter notes for
Customer	This customer's record
Credit	This customer's credit record
Bol	This customer's bill of lading

See Enter Notes.

Change the customer's address

Click Address. See Enter or Change an Address.

Display the graphic for this customer

Click View image. Click Close to remove the image from the display.

Accept the data

Click OK.

If you are creating a new project return to step 4 of Enter a New Project. Otherwise, choose the appropriate options when you click OK:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter or Change Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

When you click OK or Cancel, enter another project or exit the program.