Creating and Updating Customers

Chapters in this part: The following chapters 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.

• Updating Customer Addresses Across Companies describes how to apply address updates to matching customer records in other companies on your system.

• 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.

• President’s Club Memberships describes a membership program you can use to offer discounted pricing to customers.

• 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, delete, or update customers through a generic XML message.

• Working with Credit Card Applications by Customer describes the screens you use to review the credit cards offered to the customer during the credit card application process.

• Reset Customer Sold To $ On Order (RONO) explains how to reset the On Order $ field in the Customer Sold To Order History file for all sold to customers.

• Manage Private Data Rights (MPDR) explains how to require and forget personal data for a person or order.