Copy Customer

Explanation

This activity is used to copy a customer to the default company of the current user. 

Prerequisites

This activity has no prerequisites.

System Effects

There are no system effects.

Window

Customer

Related Window Descriptions

Customer

Procedure

1. Open the Customer window.
2. Right-click and click the Copy Customer option this will open the Copy Existing Customer dialog box.
3. Enter the customer identity of the current customer in the Customer filed.
4. Enter the new customer identity in the Customer field.
5. Enter a name for the new customer in the Name filed.
6. Enter a value for the Association No. This number is associated with the new customer.
   Note: This number is optional and is only required by certain countries. 
7. Select the customer category from the Category list.