Customer

Usage

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 InfoCRM 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.
 

Activity Diagrams

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

Activities

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