Edit Customer Information

 Enter Sales Mgt/Customer Information/Customer Information  

The following screen will appear:

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.  

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,  Edit an existing Bill To address, or Delete an existing Bill To address, user must depress the Add, Edit, or Delete button located at the bottom of the screen along with the Edit action button: 
 
 
Once changes have been completed user must first depress the  "Save" or "Cancel"  button at the bottom of the screen.  
 
To Add, Edit or Delete, the Ship To Address info, the Tax & Shipping Mode info, or the Shipping Instructions, user must depress the Add, Edit, or Delete button located at the bottom of the screen along with the Edit action button: 
 
 
Once changes have been completed user must first depress the  "Save" or "Cancel"  button at the bottom of the screen.   
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.