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The Maintain Customer Master (SU13) program offers 3 menu options, located at the top of each folder in SU13. Each menu option contains various items.
The following list defines the contents of each menu:
- Options - the Options menu contains the following options:
- Defaults - you can set SU13 to automatically default specific information when creating new records. This is useful if the bulk of the records contain the same information. Setting up a default record for the company or the operator saves time when entering new records.
To set up a default record:
- Enter the desired default information. Note: You must enter information into the following mandatory fields: Date Opened, Status, Terms Code, AR Bank, Interest Code, Tax Group, Invoice Action, Invoice To, No Invs to Print, Freight, Ship Via, Commission Group, Customer Type, Language, COT, Territory, Sales Group, Sales Rep, Sales Office, Zone and Master Price List. If any of these fields is left blank, you cannot save the default record.
- Once you have entered the fields you wish to default, update the record.
- Recall the record and then select one of the following (from Defaults on the Options menu):
- Set operator - the default is created for the operator logged into Enterprise.
- Set company - the default record is created for all operators that log into Enterprise.
Note: Once a default is set, the Customer code field is blank.
To remove a default record, select one of the following options (from Defaults on the Options menu):
- Delete Operator - the default record is removed for the operator logged into the Enterprise system.
- Delete Company - the default record is removed for all users logged into the Enterprise system.
- Enter the desired default information. Note: You must enter information into the following mandatory fields: Date Opened, Status, Terms Code, AR Bank, Interest Code, Tax Group, Invoice Action, Invoice To, No Invs to Print, Freight, Ship Via, Commission Group, Customer Type, Language, COT, Territory, Sales Group, Sales Rep, Sales Office, Zone and Master Price List. If any of these fields is left blank, you cannot save the default record.
- Compliances – when you select this option, the Customer Compliance window opens for the current customer. For more information on setting up Customer Compliances, see the online help for OE07.
- Defaults - you can set SU13 to automatically default specific information when creating new records. This is useful if the bulk of the records contain the same information. Setting up a default record for the company or the operator saves time when entering new records.
- The Goto menu contains the following options:
- Compliances - when you select this option, the Customer Compliance (OE07) program opens. Compliance information for the current customer can be viewed by using the VCR buttons to the right of the customer code. You can also maintain the Customer Compliance information. For more information on OE07, click here.
- Tables - when you select this option, the Maintain Support Tables (SU09) program opens. This option allows you to easily go to any of the support tables for additional information.
- Ship To Address - when you select this option, the Maintain Ship-To Addresses (SU14) program opens. You can view the records by using the VCR buttons to the right of the Customer field. You can also maintain the Ship To Address information. For more information on SU14, click here
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- Attentions - when you select this option, the Maintain Customer Attn Master (SU18) program opens. You can maintain the Attention information in SU18. For more information on SU18, click here.
- Pricing - when you select this option, the Maintain Price Lists (IM18) program opens to the Price List-General folder. Go to the appropriate folder and enter the price list, product and/or commodity for which you want more information. You can also maintain the Price List information.
- Customer Products - when you select this option, the Maintain Customer Part Numbers (IM40) program opens. You can view the records by using the VCR buttons to the right of the Paying Office field. You can also maintain the Customer Part Numbers information. For more information on IM40, click here.
- Credit Cards - when you select this option, the Maintain Credit Card Master (SU11) program opens. You can also maintain Credit Card information. For more information on SU11, click here.
- Inquiry - when you select this option, the Customer Inquiries (SU45) program opens. You can click on the folders on the left side of the window for more information.
- User Defined Data Def’n - when you select this option, the User Defined Data Def’n – Customer (UD01) program opens for the current customer, if applicable. You can also maintain the User Defined Data information, however, changes will not take place until SU13 is closed and UD01 is updated.
- User Defined Panel Def’n - this option requires that you have one of the UDF folders open. When you select this option, the User Defined Panel Def’n – Customer (UD02) program opens. You can maintain existing User Defined data but you cannot add new data.
- Compliances - when you select this option, the Customer Compliance (OE07) program opens. Compliance information for the current customer can be viewed by using the VCR buttons to the right of the customer code. You can also maintain the Customer Compliance information. For more information on OE07, click here.
- Help - click on this menu option to open the Online Help for the folder your cursor is currently on.
