Use this window to register a new customer. You can also connect other information to the customer record, such as language, country, company, address, contacts, communication methods, message setup, etc.
Different tabs appear depending upon which modules have been installed. For the description of each tab in the window, follow the appropriate link: General, Address, Contacts, Comm. Method, Message Setup, Project Report Parameters, Customer Projects, Invoice, Order, Payment, Credit Info, CRM Info.
Note: The CRM Info tab will be
available only if IFS/CRM is installed.
You can restrict a user from creating a customer of category Customer by
not granting permissions. Please refer IFS Applications technical documentation
for more information.
BDR Enter
Customer
BDR for Supply Chain Relations
BDR for
Externally Owned Stock
BDR for Shipping by
Route
Enter Marketing Campaign
Mail Merge
Enter and Handle Business Activity
Enter Business Opportunity
Handle Business Opportunity
Enter
General Customer Info
Enter
Customer Address Info
Exclude Customer from Intrastat Reporting
Define Site to
Site Supply Chain Parameters
Define Site to Customer
Supply Chain Parameters
Define Supplier to
Customer Supply Chain Parameters
Enter Customer Contact
Add Customer Contact to Marketing Campaign
Create Business Activity from Customer Contact
Create Business Opportunity from Customer Contact
Connect Customer Contact to Existing Business Activity
Connect Customer Contact to Existing Business Opportunity
Enter Communication
Method
Enter
Customer Message Data
Enter Customer
Invoice Info
Enter
Customer Tax Code Info
Enter Customer
Payment Info
Enter Customer
Credit
Info
Enter
General Customer Order Information
Define Tax Calculation
Basis
Enter
CRM Info
Connect
Customer Price Group to Customer
Connect
Discount Type to a Customer
Specify Acquisition Value Level
Allow Part Ownership Transfer
Define
Default Order Type on Customer
Connect Supplier to
Commission Receiver
Connect Salesman to
Commission
Receiver
Connect
Route to Customer
Enter
Loading Sequence
Enter
Miscellaneous Customer Info
Enter
Order
Address Info
Enter
Price List per Price Group
Print
Sales Price
List
Enter Note
Enter Rental Information
Change Customer Category