Troubleshooting Customer Master (SU13)

Here are a number of common issues:

  • You change the Bank and Master Price List to a new currency but get the following error message when you click Save, Submit or Continue: "The Bank currency of US$ (the new currency) does not match the currency of contracts and/or special price lists assigned."

    Before you change the Bank, you need to be aware of the currency of the current Bank. If you change the bank code to another bank code with the same currency, then there is no need to be concerned about any other fields that involve currency (Master Price List and Specials/Contracts). If you change the bank code to one that is assigned to a different currency, you must take the following steps:

    1. Delete all of the Contracts and/or Special Price Lists on the Customer Price List (SU13) page.

    2. Change the Bank field to the desired bank code on the Customer Price Lists (SU13) page.

    3. Change the Master Price List to one that is associated with the same currency as the selected Bank.

    4. Re-enter all of the Specials and Contracts on the Customer Price Lists (SU13) page, selecting those that match the currency for the new bank.

  • There are "yellow" warning messages in the 'Order Management Controls' section on the 'Stock Allocation Priority', 'Apply Credit Weighting' and/or 'Apply Delinquency Weighting' fields.

    When the Order Management Controls (with the exception of 'Zone') are altered for a Customer/Prospect that is the Paying Office for other Customers, the operator is prompted to respond to the following message: "This customer is a Paying Office. Would you like to automatically update the Stock Allocations Priority, Apply Credit Limit Weight and Apply Delinquency Weight fields for all customers belonging to this Paying Office? Yes/No".

    • If you select No, the Order Management Controls are not updated for the Customers assigned the Paying Office associated with the record currently being updated. This action will cause the yellow warning messages to display beneath each field in the Order Management Controls section where the entry does not match that of the Paying Office. These are just warnings and are informational only. The current record can still be modified and updated.

    • If you select Yes, then the OM Control fields for every Customer assigned the Paying Office are updated to be identical to the Paying Office.

 
Back