Change Customer Information for a Project

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.

Note
You can change information for a new customer, but not for an existing customer.

The program displays the customer's name, address and contact information. If you selected the Credit hold? field, the program displays Credit hold below the Customer number field.

Click Modify.
Enter the correct data in a displayed field. See Enter a New Customer for field descriptions.

Note
You cannot change the Parent ARC? or Consolidate to fields. If you attempt to do so, a message displays when you click OK indicating that the original data will be restored.

Click Other info, click Modify, and enter the correct data. See Enter a New Customer for field descriptions.

Note
You cannot change the Currency field. If you attempt to do so, a message displays when you click OK indicating that the original data will be restored.

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without changing this customer record	Click Cancel. The program prompts Exit without updating? Click Yes to exit without changing this customer record or click No to retain your changes to this record.
Display additional fields	Click Other info.
Enter or change notes	Click Notes. See Enter Notes or Change Notes.
Change the customer's bill-to address	Click Address. See Enter or Change an Address.
Display a graphic for this customer	Click View image. Click Close to remove the image from the display.
Accept the data and exit	Click OK.

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 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. See Enter a New 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.