Creating a New Customer (SU13)

In Customer Master (SU13), you can create a new customer from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new customer, a Create button displays on both of these views in iTopia.

• Note: The ability to create new customers in SU13 is controlled by the permissions assigned to the resource within the role. Specifically, the Customer Master resource assigned to your role must include the 'Create' operation.

The process of creating a new customer is unique and includes a number of steps. It is not necessary to complete every step, however this topic includes an explanation of the entire process.

Creating a new customer:

1. From the iBIS menu, select Customers; from the Customers menu, select Customer Master (SU13). From either the Search Criteria/Grid page or the Details page, click on Create.

2. The Customer Master (SU13)/Create window opens. Here is an example of the fields displayed on the Create page:

   

   • Enter or select from the lookup a Company Number. Enter the number of the current company in which you are working. This is a mandatory field.

   • Enter the new Customer Code. Each Customer must be assigned a unique Customer code.
     • You cannot use the backslash / anywhere in the customer code.

     • There is special logic built into iTopia for Warehouse locations involved in Inventory Transfers and Sales Representatives involved in Inventory Consignments. For set up information, see the Special Logic Coding Conventions topic.

     • If you have the 'WMS Version' field set to Tecsys WMS in Company Control Initialization (CC00/Warehouse Management Interface), you cannot use the following characters in the Customer field: { . , / ( ) * + & ^ < >. A warning message displays if any of these characters are entered and you cannot update the record.

   • The Recoded To Customer field only displays information if the current Customer has been recoded or merged.

   When all of the information is entered, click Continue to continue creating the new customer.

   Note: If you enter an existing Customer Code and click Continue, the details page for that Customer Code opens in edit mode.

3. The Customer Master-Detail page opens for the new customer. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new customer record. The following fields are mandatory:
   • Customer Name
   • AR Terms
   • Tax Group
   • Ship Via
   • Class of Trade
   • Territory
   • Sales Group
   • Sales Rep-SU
   • Sales Office

   Note: If you omit entering any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Continue or Save.

   Note: The Paying Office, Commission Rate, Bank and Master Price List are also mandatory fields when creating a new Customer, but these fields are populated with default information.

   For details on the information required in every field, please see the field descriptions outlined in the Customer Master-Details Page topic.

   Warning:If you Personalize the Customer Master-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

4. When all of the information is entered, you can click Continue or Save:
   • When you click Save, all of your changes are saved and you remain on the Customer Master-Details page. Once you click Save, and the customer is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new customer.

   • Note: The Master Price List record is automatically created on the Customer Price List page once you click Save.

   • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

   • When you click Continue, the Customer Price List page opens.

5. The Customer Price List page allows you to add Contract and/or Special Price Lists to the current customer.

   When a Sales Order is placed for this customer, iTopia searches through these price lists, in sort order sequence, to determine the best price for the product entered.

   • When the Customer Price List page opens, the customer's Master Price List is always displayed in the Grid with a sort value of '99'. If you try to delete the Master Price List, the following message displays: "You may not delete the Master Price List. It may be changed in the Customer Master maintenance by replacing the Master Price List field."

   • For more information on the Customer Price List (SU13) page, click here.

6. When you have added the REQUIRED Contract and/or Special Price Lists, you can click Submit or Continue:
   • When you click Submit all of your changes are saved and you are returned to the Create page where you can enter another new customer.

   • When you click Continue, the Customer Attributes page opens.

7. The Customer Attributes (SU13) page allows you to add Customer Attributes or user defined fields to the current Customer. Once a Customer is created, you can view all of the Attributes assigned to the Customer in this view.
   • Attributes are maintained in the Customer Attributes Table 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.

   • For more information on the Customer Attributes (SU13) page, click here.

8. When you have added all of the Attributes for this Customer, you can click on Submit or Continue:
   • When you click Submit all of your changes are saved and you are returned to the Create page where you can enter another new customer.

   • When you click Continue, you are returned to the Customer Master (SU13) Details page for the current Customer.

9. You have now set up your new Customer. From the Details page, you can review the Customer Master set up, the Price List(s) and the Attributes assigned to the Customer by clicking on Continue or by selecting the link from the Related section at the bottom of the Details page.