With this form, you can create customer accounts and view the details of existing accounts. You can enter the needed number of locations and contacts for any customer. When you create a new customer account, first assign the customer to a customer class. This saves you time on data entry because the system inserts the default values of the class into the appropriate form elements; you can override any of these default settings. For more information, see Creating a Customer.
The form toolbar and More menu include the buttons and commands described below.
This dialog box opens when you click Create Customer in ECM Provider on the More menu if two or more company codes are specified for the Acumatica ERP branches in the tax provider settings on the Tax Providers (TX102000) form. You use this dialog box to select the company code corresponding to the company in the ECM provider account to which the customer will be added. The dialog box includes the elements described in the following table.
This dialog box opens when you click Retrieve Certificates on the More menu on the current form. You use this dialog box to do the following:
The dialog box includes the elements described in the following table.
This dialog box opens when you click Request Certificates on the More menu. You use this dialog box to request a certificate from the customer. The dialog box includes the elements described in the following table.
By using this dialog box, you can enter the initial data that the system will use to create the contact that will be associated with the currently selected customer.
On this tab of the dialog box, you specify the settings of the contact you are creating and associating with the customer.
On this tab of the dialog box, you specify any required attributes of the contact you are creating and associating with the customer. The table is populated with the required attributes (that is, those for which the Required check box is selected) that have been defined on the Contact Classes (CR205000) form for the contact class selected on the Main tab; you need to select their values for the contact you are creating.
If any user-defined fields are defined as required on the Contacts (CR302000) form, the system displays these fields on this tab. In the Value column of each row, you need to specify the value of the field.
In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.
This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.
By using the elements in the Summary area, you can create a new customer account or select an existing account for editing.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the selected customer has been extended from a branch, and the current user is assigned to a role that gives users the ability to access companies with different base currencies, the Balance, Prepayment Balance, Retained Balance, and Consolidated Balance boxes will not be shown in the Summary area. Instead, the Balances tab will appear where the customer balances are displayed and grouped by base currency.
This tab contains the address and contact information of the legal entity added as a customer to the system and the primary contact (person) for the customer.
You can use this tab to manage duplicates of the currently selected customer. The tab has the Records for Merging table, which lists the duplicate business accounts, customers, and vendors.
This tab is displayed only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form and if the system found at least one possible duplicate. The system searches for duplicates by using the settings specified on the Duplicate Validation (CR103000) form.
The table toolbar includes the buttons described below.
This table lists duplicate business accounts, customers, and vendors of the selected customer. You use the table to merge the selected customer with a duplicate business account in the table. The most of the settings in the table are read-only.
You use this dialog box to merge the record selected on the form and the record you’ve selected in the Records for Merging table. The dialog box opens when you select a record of the Business Account type in the Records for Merging table and click Merge on the table toolbar.
This tab holds credit terms, retainage settings, and credit verification rules that can be applied to the customer.
In this section, you can specify the default settings related to retainage that will be applied to the invoices of this customer on the Invoices and Memos (AR301000) form.
This section is available only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
If your company deals with companies with franchises or multiple branches, it can be useful in Acumatica ERP to configure a parent-child relationship between the customer accounts that represent these companies. You can use this functionality if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Managing Parent-Child Relationships.
This section does not appear on the tab if the selected customer has been extended from a branch, because credit verification rules are not used for such customers.
This tab is used to store the customer’s default payment information and the billing address.
In this section, you can specify a billing cycle and the sources of the billing and shipping addresses. This section is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
This section shows the details of the default payment method selected on the Payment Methods tab.
This section holds the details of the payment method used by the customer if such details have been configured on the Payment Methods (CA204000) form.
This tab contains information required for delivering goods and services to the customer.
This table is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
You can use this table to enter the customer accounts with the carriers that are integrated with your system. If the Use Customer’s Account check box is selected on the Sales Orders (SO301000) form (Shipping tab) for the customer’s sales order, the carrier specified on the order will charge the customer, not your company, for shipping.
This section contains settings for the shipments delivered with the less-than-truckload (LTL) or full truckload (FTL) shipping method via the Pacejet carrier service.
This tab appears on the form if the Multiple Base Currencies feature has been enabled on the Enable/Disable Features (CS100000) form, the selected customer has been extended from a branch, and the current user is assigned to a role that gives users the ability to access companies with different base currencies.
This tab displays the balances of the customer grouped by base currency.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
This tab contains a table showing the customer’s locations. You can select any location as the default one.
If you create a new customer location, the system copies the following settings of the default location to the settings of the new location: Sales Account, Sales Sub., Discount Account, Discount Sub., Freight Account, and Freight Sub. (Subaccounts are copied if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form and subaccounts are used in the system.)
This tab is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. The MAIN location is always automatically created for the customer when you enter the customer’s main address.
The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
This tab contains the list of payment methods that can be accepted from the customer. You can select any method as the default one.
This tab displays a table showing the customer’s contact persons and their information. To add a new contact, click Add Contact. To view or change the details of a particular contact, click the link in the Name box, which opens the Contacts (CR302000) form for the contact.
This tab contains the list of salespersons associated with the customer’s locations.
This tab contains the list of customer accounts for which the selected customer account is selected as the parent. The first row always displays the information of the parent account, so that you can view how the settings of the parent account differ from the settings of its child accounts.
The tab is available if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.
This tab contains the list of customer attributes defined in the associated customer class. Attributes defined in the business account class or vendor class to which the related business account or vendor (if any) belongs may also be listed on this tab. You specify the value of the attributes from the list, if required.
This tab has a table with the list of activities associated with the customer. You use this tab to associate particular tasks, events, and other activities with the customer.
The table includes, in addition to the columns described below, columns labeled with icons, which you can use to attach notes and files to an activity, see if an activity is completed, check the priority level, and note whether any reminder exists for an activity; for the descriptions of these columns, see Emails and Activities: General Information.
The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. On the Activity (CR306010) form that opens, you add a description and edit other settings corresponding to the activity.
This tab shows the default General Ledger accounts for this customer. For a new customer, the accounts and subaccounts initially displayed on this tab are, by default, those specified for the customer class you have selected on the General tab; however, you can select other accounts and subaccounts.
This tab displays the mailings that can be used for the customer. Mailings are used to set up the sending of electronic versions of specific documents to the customer contacts and company employees that are specified as recipients for the customers. For example, emails for the INVOICE mailing are sent when a user clicks Email Invoice on the Invoices and Memos (AR301000) form toolbar for the selected invoice.
When a new customer is created and a customer class is selected, the system copies to the customer all the rows of the Mailings and Recipients tables of the Mailing & Printing tab of the Customer Classes (AR201000) form for the class. You can deactivate any of these rows, override some of their default settings, and add new rows.
You can add a mailing that has not been specified for the class if it is in the list of mailings specified on the Mailing & Printing tab of the Accounts Receivable Preferences (AR101000) or Sales Orders Preferences (SO101000) form. When you select a mailing in the Mailing ID column, the values in the other columns are copied from the corresponding columns of the preferences form where the mailing is defined, but you can override some values. For an overview of the functionality, see Mailings for Customers: General Information.
The tab includes the Mailings table, with the list of mailings, and the Recipients table, which has the list of recipients.
In this table, you can view and modify the list of mailings to be used for the customer. Initial settings from the customer class can be overridden for any customer.
By using the Recipients table, you can select recipients (one per line) for the mailing selected in the Mailings table.
On this tab, you can assign different billing cycles to the service order types of the customer.
This tab is available only if the Manage Multiple Billing Options per Customer check box is selected on the Service Management Preferences (FS100100) form.
The table toolbar has only standard buttons.
On this tab, you can add, update, and review compliance documents.
This tab appears on the form only if the Construction feature of the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.