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Customer Entry (CUST.E)
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Form Details
- General
- Ship To Addresses
- Contacts
- Contact Log
- Credit Cards
- Confidential Notes
- Rebate Controls
- Third Party
- Quick Lists
- Change History
- Attachments
Purpose
The CUST.E procedure provides for the entry and maintenance of the Customer Master file (CUST). The ID to each customer record is optionally assigned by the user, or sequentially assigned by the system. Each record contains descriptive information about the customer such as their name, address, telephone and fax numbers, contact, discounts and default terms code. Many of these data elements are used as defaults in the sales order entry and accounts receivable procedures.
Frequency of Use
Customers are usually loaded initially when the system is first installed, with additions being made in the future as required.
Prerequisites
Entry of terms records if they are to be referenced in the customer records (TERMS.E). All valid sales tax codes must be entered via the STAX.E procedure.