This activity is used to create a new customer and to enter general customer information, e.g., default language and country. You can also create a new customer by copying general information about an existing customer. This mandatory task is to be performed by a system administrator or equivalent person.
There are four customer categories; Customer, Prospect, End Customer and Other. The tabs in the Customer page will be enabled or disabled depending on the selected customer category.
Customer: If this option is selected, all tabs will be enabled. Changing the customer category to Prospect or End Customer or Other is not allowed.
Prospect: If this option is selected, only the General, Address/General Address Info, Address/Delivery Tax Information, Address/Document Tax Information, Address/Order Address Info, Contact, Communication Method, Order/General, Order/Misc Customer Info, Order/Pricelist per Price Group, Order/Charges and CRM Info tabs will be enabled. It is always possible to change the customer category from Prospect to Customer via the Change Customer Category dialog box. Changing the customer category from Prospect to End Customer is allowed if quotations do not exist for the customer.
End Customer, Other: If one of these options is selected, only the General, Address/General Address Info, Contact, Communication Method and CRM Info tabs will be enabled. Changing the customer category to Prospect or Customer is allowed without restrictions, via the Change Customer Category dialog box.
If you are running a multi-site environment between two different companies and should use the INVOIC message when sending an invoice from the supplying to the receiving site, you have to enter values for the fields in the Our ID at Supplier/Customer area in the General tab on both the internal supplier and customer.
In order to perform this activity:
As a result of this activity general information of the customer such as the default language and the country code will be available in the system.