Customer Attributes (SU13)
Additional Information
Customer Attributes-Search Criteria/Grid
Customer Attributes-Details Page
Foreign Currency Invoicing

The Customer Attributes (SU13) allows you to add, modify and delete Attributes for the current Customer. Attributes are similar to User Defined Fields (UD01) from the PointForce Enterprise system.

  • Attributes are created and maintained in the Customer Attribute Tables view, and if pre-defined values are associated with an Attribute, the Customer Attribute Values is also used to complete the set up of the Attribute.

Note: The ability to create and update information in SU13 is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in SU13. For more information, see Role Master-Permissions.

The following fields are available on the Customer Attributes page:

  • In the Main Context section, the Company Number and Customer Code display as reference information for the Attribute record you are working with.

  • Attribute - enter or select from the look up the Attribute you want to assign to the Customer. Attributes are maintained in the Customer Attributes Table view. Note: You cannot enter the same Attribute more than once. If you enter an existing Attribute for the current Account, the Details page will open where you may edit or delete the record.

  • Attribute Type - displays the Attribute Type associated with the current Attribute. This field is for information purposes only and cannot be modified.

    • When you enter a new Attribute to the Customer record and tab out of the Attribute field, the Attribute Type associated with the Attribute displays in this field.

    • If there is no Attribute Type assigned to the Attribute, then this field is blank.

  • Value - enter or select from the look up a pre-defined Value set up for this Attribute. This is an optional field. Note: Not all Attributes have Values; if the lookup contains no records, then no pre-defined Values have been set up for the Attribute.

    • Regardless of whether or not Values exist for the Attribute, you can enter any value in this field to a maximum of 32 alpha numeric characters.

  • Date - enter or select from the calendar a Date that can be applied to the Attribute. This field is only available if the Attribute Type assigned to the Attribute is 'D-Date' in the Customer Attribute Table or if there is no Attribute Type assigned to the Attribute. This is an optional field.

  • Flag - from the drop down list, select 'Yes' or 'No' as it applies to the Attribute. This field is only available if the Attribute Type assigned to the Attribute is 'F-Flag' in the Customer Attribute Table or if there is no Attribute Type assigned to the Attribute. This is an optional field, with the default set to 'No'.

  • Integer - enter a whole number into the Integer field, as it applies to the Attribute. This field is only available if the Attribute Type assigned to the Attribute is 'I-Integer' in the Customer Attribute Table or if there is no Attribute Type assigned to the Attribute. This is an optional field.

  • Number - enter a number with two decimals in the Decimal field, as it applies to the Attribute. This field is only available if the Attribute Type assigned to the Attribute is 'N-Number' in the Customer Attribute Table or if there is no Attribute Type assigned to the Attribute. This is an optional field.

  • As each Attribute is added to the Customer, the Grid section displays the following information:

    • Company Number
    • Attribute
    • Customer Code
    • Customer Name
    • Description
    • Value
    • Date
    • Flag
    • Integer
    • Number

For information on the functionality of each button on the Customer Attributes (SU13) Search Criteria Results/Grid page, click here.

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Customer Attributes (SU13) - Details Page

When you click on the View Record Details icon Detail for a specific record on the Customer Attributes Search Results/Grid page, the Customer Attributes (SU13) Detail page opens for that record.

The following list defines every field in the Details page:

  • In the Main Context section, the Company Number, Customer Code and Attribute information displays as reference information for the detail record you are viewing.

  • Description - displays the Description of the Attribute. This field can only be edited in the Customer Attributes Table view.

  • Attribute Type - displays the Attribute Type associated with the Attribute assigned to the current Customer/Attribute record. You cannot modify this field.

  • Value/Date/Flag/Integer/Decimal - the field label for this field changes depending on the Attribute Type associated with the current record. When the Attribute Type is set to:

    • Alphanumeric - the label is 'Value'.
    • Date - the label is 'Date'.
    • Flag - the label is 'Flag'.
    • Integer - the label is 'Integer'.
    • Number - the label is 'Decimal'.

    Enter or select from the look up a pre-defined Value set up for this Attribute. This is an optional field. Note: Not all Attributes have Values; if the look up contains no records, then no pre-defined Values have been set up for the Attribute.

    • Regardless of whether Values exist for the Attribute, you can enter any value in this field to a maximum of 32 alpha numeric characters.

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

  • Customer Master (SU13)
  • Customer Price Lists (SU13)
  • Account Notes
  • Account Notes - Consolidated
  • Activity Note
  • Account Campaign
  • Account Trade Show

For information on the functionality of each button on the Customer Attributes (SU13) Details page, click here.

 
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