Use this program to create and maintain records in the customer file. Each record contains a customer number and general information relevant to the customer. This file is the backbone of the Accounts Receivable System and is referenced by virtually all programs in the Accounts Receivable and Sales Orders Systems.
Customer numbers may be automatically assigned by the system. Before entering customers, you must set up at least one customer class, customer price class, GL posting table, salesperson/territory, tax code, and terms code. Customers with open SO or AR documents, payment history and ship-to’s may not be deleted. Also, customers may not be deleted in this program if they are defined in any other files in the system.
If you use Counter Sales in Sales Orders, set up at least one cash customer for all Counter Sale cash customers.
In addition, create at least one false customer to be used to transfer sales history to when deleting a customer from the customer file. The system automatically prompts you for the customer number to transfer to and transfers sales history to that false customer number in sales analysis.
Changing Past Usage: On the Sales History tab of Customer F/M, you can move all of a customer's usage to or from 'exceptional'. This process will change the 'Update Usage' flags on all historic usage transaction, both sales orders and lost sales, for the specified customer. This process cannot be fully reversed. You can move everything to 'Update Usage'=N, or you can move everything to 'Update Usage'=Y. You cannot reset everything to its original value. This update is performed by a background process (i.e., you will not see the results immediately), and the actual usage values for the impacted items will be updated during the daily recalculation (usually overnight).
Access this program by clicking Accounts Receivable>File Maintenances>Customer F/M.
Click Field Descriptions for information on each field.
For more information how to use maintenances, refer to the following topics:
Using file maintenance programs