Creating and Updating Customers
Topics in this part: The following topics describe how to create and maintain customer information on the system through the Customer Maintenance module:
• Understanding Customer Types describes the three types of customers you work with throughout the Customer Maintenance module.
• Selecting Customers explains how to use the Customer Maintenance Selection Screen to search for existing customer records.
• Creating and Updating Sold-to Customers (WCST) describes the Work with Customers screens you use when creating and updating sold-to customers.
• Creating and Updating Ship-to Customers (WCST) describes the screens you use when creating and updating ship-to customers.
• Creating and Updating Bill-to Customers (WCBT) describes the screens you work with when creating and updating bill-to customers, and describes accounts receivable history associated with bill-to customers.
• Work with Contract Price Screen describes how to establish special contract pricing opportunities for a customer.
• Working with Customer Tax Status describes the tax status that you can apply to customers, including standard taxes and exemptions.
• Working with Pay Type Exclusions describes how to apply payment method exclusion codes to a customer.
• Reviewing Customer History describes how to view a customer's mail history, item history, and order summary and detail history.
• Work with User Fields Screen describes how to change, delete, or display information for user-defined fields.
• Reviewing Customer Address Changes describes how to display address changes that you enter for your customers.
• Creating and Updating Individuals describes how to create, change, delete and display individual customers within an organization who place orders.
• Working with Individual Departments (WDPM) describes how to create, change, delete and display departments that you associate with individual customers.
• Working with Individual Positions (WPOS) describes how to create, change, delete and display positions that you assign to individual customers.
• Printing the Customer Exposure Report (PCER) describes how to print a report listing customer action notes entered and customer action reason codes used on each.
• Printing the Customer Detail Exposure Report (PCAR) describes how to print a report listing customer action notes, including details on the customer.
• Working with Customer Warranty Information (WCST) describes the screens you use to review and work with items you shipped to customers at no charge, in fulfillment of a warranty.
• Working with Customer Affinity Preferences (WCST) describes how to set up categories you can use to track the types of items a customer orders frequently.
• Working with Customer Email Addresses describes how the system stores and validates email addresses for sold-to customers, and presents the screens you use to work with email addresses.
• Working with Customer Ownership describes how to create and update information about the products a customer owns.
• Working with Alternate Customer Number Cross-References describes the screens you use to work with additional alternate customer numbers assigned to a customer.
• Generic Customer API describes how to create or update customers through a generic XML message.
• Relate Customer Integration describes how to keep customer information in sync with Relate when Relate is the system of record for customer data.
