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Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password
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The following screen will be displayed, enter Sales/Customer Information/Customer Information
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The following screen will be displayed:
Depress the Find action button.
| A Customer List will appear. You may view Active or Inactive Customers. Highlight and double click on the Customer or Type the Customers Name in the red box and depress the enter key. |
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The Customers Information will appear on the screen:
Depress the Edit action button. Enter password.
All fields available for editing will be enabled for modification. Keep in mind that any changes within these screens will update all Open Sales Orders, Packing Lists, Invoices, RMA's, etc. upon save. Note: Terms, Credit Status and Credit Limit may only be edited by Accounting. All fields with the exception of the Customer No and Acct date become editable.
If a user changes the Account status from Active to Inactive the program will check if there are any active BOM's and ask if the user wants to inactivate those BOM's at the same time or not. If the user will answer "YES" all BOM associated with the customer will be Inactive. When the user tries to Activate an Inactive BOM, which is associated with an inactive customer, the program will ask the user if they want to activate the customer at the same time, if not the system will abort BOM activation.
If a user changes the Terms, this will NOT affect existing Sales Orders, Packing Lists and/or Invoices. When creating a Packing List/Invoice from an existing Sales Order the old Terms will default in and user will need to manually change them. The new terms will ONLY affect any NEW Sales Orders that are created within the Sales Order Management module after the change has been made.
The Contacts field is not editable from this module. The Contacts must be edited in the Customer Contact section.
To Add a new Bill To address, user must select the "Add" button located below the List of Billing Addresses.
To edit an existing Bill To address, highlight the Bill To address located in the list on the right, and edit the information in the fields located on the left.
To Delete and existing Bill To address, highlight the Bill To address located in the list on the right, select the "Delete" box located below the List of Billing Addresses.
Once changes have been completed user must first depress the "Save" or "Cancel" button at the bottom of the screen.
To Add a new Ship To address, user must select the "Add" button located below the List of Shipping Addresses.
To edit an existing Ship To, highlight the Ship To address located in the list on the right, and edit the information in the fields located on the left.
To Delete and existing Ship To address, highlight the Ship To address located in the list on the right, select the "Delete" box located below the List of Shipping Addresses.
Tax Setup CANNOT be changed until all OPEN credit memo's have been approved for this customer. If users attempts to change the Tax Setup and Credit Memo's with "OPEN" status are found for this customer, they will receive the following message.
Once changes have been completed user must first depress the "Save" or "Cancel" button located at the bottom of the Shipping Address List.
At the conclusion of the modifications process, the user must Save changes, or Abandon changes using the action buttons. If you depress the Save changes button all records will be updated with new information.
Note: User will only be allowed to delete an existing Bill-To or Ship-To address for a customer if this address is NOT linked to a Sales Order. If this address is or has been linked to a Sales order you will receive the following message:
Depress the Exit action button to return to the previous screen.
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