A new menu item called ‘Quick Customer Editor’ has been created within the Main menu.
This new functionality will allow users to quickly create and/or edit Debtor Customers.
This menu item needs to have at least one Customer Template configured within Customer Template Configuration. The parameters can then be set within Quick Customer Editor Configuration.
When creating a new Customer, the system will duplicate the configured Customer Template based upon the parameters set within the Quick Customer Editor Configuration.
If more than one Customer Template exists, an Index screen will be displayed. Users can then select the appropriate Template to use.
When creating new customers, if a mandatory field remains empty, the system will give a Warning Alert message that the field must not be left blank. Users will need to fill the required field before Saving of the record can proceed.
If the Current User (logged in) is attached to a Business Unit then the following parameters apply:
- Will only find Customer Templates with the same Business Unit (If this results with only one record, then no index screen will be shown on Customer creation)
- Keyin search will only find Customers with the same Business Unit
- If the site is also configured for ‘Central Shipping’:
- Find profile (Find button with no keyin value) will also only find Customers with the same Business Unit
- The available options for the below fields will be based on the Business Unit
- Customer Class
- Territory
- Salesperson