ManEx KB

1. Customer Information

1.1. Prerequisites for Customer Information

After activation, "Customer Information" access for each user must be setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.

*Accounting Rights*	User MUST have full A/R Aging Rights in Accounting Security or MUST be an Accounting Supervisor to approve the Terms, Credit Status and/or Credit Limit fields.
*Customer ID Numbering*	This selection must be defined for either automatic or manual Customer numbers in Number System setup.
*Territory*	The Territory selection for the customer must be setup in Sales Territory setup.
*SIC Codes*	If used, the SIC selections for the customer must be setup in SIC Codes setup.
*Terms*	Th Terms selection for the customer must be setup in Payment Terms setup.
*FOB conditions*	The FOB terms for sales must be setup in the FOB setup screen.
*Ship Via methods*	The method by which orders are to be shipped must be setup in Ship Via setup.
*Shipping Charges*	If used, a classification of shipping charges must be setup in Ship Charge setup.
*Sales Tax Categories*	The sales tax categories for each customer must be setup in Sales Tax Authority Table setup.
*Contacts*	If used, the contacts used at the customer must be setup in Contacts Information.

1.2. Introduction for Customer Information

The Customer Management Module is used to enter the details about customers. This information is used to prepare invoices and packing lists, as well as establish defaults to be used when new orders are created for a customer. A customer may have more than one bill-to address, if there are different divisions for the customer with different accounting departments. Sometimes customers may wish to have material drop-shipped to a third party and bill them. One customer bill-to address will be identified as the default address to be used in the creation of new orders. One customer ship-to address will be identified as the default address in new orders. Also, terms and conditions identified in these screens will be used as defaults for shipping, invoicing and accounting. The user has the opportunity to modify the default information at the time a new order is created.

1.3. Fields & Definitions for Customer Information

1.3.1. Customer Information Tab

Field & Definitons

Cust No	The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered.
Customer Prefix	This information may be used when uploading a BOM through the BOM Import module, if Inventory part numbers are to be created manually and user chooses to add the prefix when creating new part numbers.
Customer Name	The Customer Name.
Acct Date	The date the account was established (defaults to current date).
Account Status	The account status (Active, Inactive, or Quote). If the customer account status is "Quote" the customer will only be available in the Quote Module Customer List. It will be listed as Inactive in all other modules. 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.
Territory	The Territory for the account (These are established in the Sales Territory setup).
Phone	The phone number of the customer.
Fax	The Fax Number of the Customer.
Reseller No	The user may include the customer’s resale number for tax purposes.
Terms	The standard terms established for the customer. Terms must first be established in the Payment Terms setup. Note: that this field may be edited only by a user with full Accounting rights. (The Terms Discount will be reflected in the Bank Deposit module).
Credit Status	The Credit status of the customer. Select OK - Credit is good; On Hold - a temperary hold and customer may return to OK status. or Reject - a visual status for users to know that the customer is rejected and will NOT have an opportunity for credit status change. Note: that this field may be edited only by a user with full Accounting rights.
Credit Limit	The credit limit established for the customer. The credit limit check takes place within the packing list. The program gets the total Accounts Receivable (AR Aging) + Not Posted Invoice (invoice not printed out of the Admin/Invoice module) + Open SO Amounts and compares it to the Credit Limit established for the customer. This is based on having the "Include Open Orders for Credit Approvals for Shipping" option checked, (within the Print PL/Invoice setup module) (if you do NOT want to include open Sales Orders you would want to uncheck this option) and the "Enforce Credit Limit at Shipment" option checked, (within the Sales-A/R setup module)(uncheck this option if you do NOT want to Enforce the Credit Limit at Shipment). You also have the ability, to authorize a user to approve the credit limit exceed message or NOT (within the Security module, Packing List option screen). Make sure that these options are marked properly to get the results you are expecting. NOTE: that this field may be edited ONLY by a user with FULL Accounting rights.
Account Taxable	Check box if user wants this Customers Account Taxable at all times.
SIC Code	The SIC code for the Customer. If used, must first be established in the SIC Codes setup.
Sales Discount Type	The sales discount available to this customer as established in Sales Order Defaults & Sales Discount Type setup. (The Sales Discount will be calculated in Sales Order module and on Invoice).
Contacts	When this screen is viewed for an existing customer, contacts entered in the Contact Information module will show for this customer. The field is not editable from this module.
First Name	The first name of the contact.
Title	The title held by the contact.

1.3.2. Bill-To Tab

Field & Defintions

Customer Name	The name of the customer.
Billing Addresses	A list of Bill-To addresses created for the customer, from which to choose for editing data. There is no limitation to the number of addresses added to this field.
	This button allows the user to define multiple Bill-To locations for the customer.
	This button allows the user to modify existing Bill-To information about a customer. If more than one Bill-To address exists for a customer, the address highlighted is the one that will be opened for editing.
	This button allows the user to delete an existing Bill-To address for a customer only 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:
	This button is automatically checked for the first entry. After that, the user may wish to enter other Bill-To locations, and identify one of those as the default Billing address. The Billing address with the default checked is the one that will automatically be placed in new orders. However, the user still has the opportunity to change the Billing address in the order by selecting another address.
Bill To	The name of the organization to which invoicing is to be sent. (It may be a different division, or a drop-ship situation.)
Address	The Customer Bill-To Address (may use two lines).
City	The City for the Customer Bill-To Address.
State	The State for the Customer Bill-To Address.
Zip Code	The Zip Code for the Customer BillTto Address.
Country	The Customer Country.
	Invoice Footnote – will open a screen for a Footnote that will appear on all of the invoices for that customer.
Phone	The phone number at the Customer’s Bill-To Address.
Fax	The fax number at the Customer’s Bill-To Address.
Attention	The Contact Name at the Bill-To address (if established in the Contact module ).
E-mail	The E-mail address at the Bill-To Customers
	will open screen that will allow you to populate the e-Banking information for the Highlighted Bank.
	This button allows the user to save the modified Bill-To information.
	This button will cancel any modifications made to the screen after the edit button has been pressed.

1.3.2.1. Customer e-Bank Information

Note: this information is here for future implementation at this time. It does not have any affect or functionality within Manex at this time.

Information populated here would be the Customer's banking information

Link Bank in List	when this is selected it will allow the user to select from ebanks that already exist for the selected customer and associate to the highlight Bill To address
Existing eBanks	List of existing eBanks for Customer
Add New Bank	allow the user to create a new eBank

Originator (Name on Account)	This would be the your name associated with your Bank Account
Address	The bank institution address information
City	The bank institution City
State	The bank institution state
Postal Code/Zip	The bank institution zip code
Country	The bank institution country
Phone	The bank institution phone number
Fax	The bank institution fax number
Attention	Person or department at bank institution
E-Mail	email address for the bank institution
Destination Bank Name
Destination Bank Account Number	This is the bank account number carried forward from the prior screen for the highlighted record
Bank Branch	The bank institution branch
Bank Routing	The bank institution routing number
Bank ID/SWIFT	international bank code that identifies particular banks worldwide. It's also known as a Bank Identifier Code (BIC). CommBank uses SWIFT codes to send money to overseas banks. A SWIFT code consists of 8 or 11 characters
Country Code	The bank institutions country code
Default Payment Type	Choose from the following options:
	CHECK WIRE TRANSFER ACH ONLINE BANKING CREDIT CARD, BANK DRAFT
Next E-Reference #	The next desired reference number that will be assigned to the next e-record
Automatic Number	if checked the system will assign the next reference number automatically

1.3.3. Ship To Tab

	This button is automatically checked for the first entry. After that, the user may wish to enter other Ship-To locations, and identify one of those as the default Shipping address. The Shipping address with the default checked is the one that will automatically be placed in new orders. However, the user still has the opportunity to change the Shipping address in the order by selecting another address.
Shipping Address	A list of Ship-To addresses created for the customer, from which to choose for editing data. If more than one Ship-To address exists for a customer, the address highlighted is the one that will be opened for editing. There is no limitation to the number of addresses added to this field.
	This button allows the user to define multiple Ship-To locations for the customer. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
	This button will become available once the Action "EDIT" or Action "ADD" button is depressed. This button allows the user to delete an existing Ship-To address for a customer only 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:
	This button allows the user to save the new Ship-to address entered. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
	This button will cancel the new Ship-To address entered before depressing the Save button. This button will become available once the Action "EDIT" or Action "ADD" button is depressed.
Ship To	The name of the organization to which product will be sent. (It may be a different division, or a drop-ship situation.)
Address	The Customer Ship-To Address (may use two lines).
City	The City for the Customer Ship-To Address.
State	The State for the Customer Ship-To Address.
Zip Code	The Zip Code for the Customer Ship-To Address.
Country	The Customer Country.
	Packing List Footnote – will open a screen for a Footnote that will appear on all of the packing lists for that customer.
Phone	The phone number at the Customer’s Ship-To Address.
Fax	The fax number at the Customer’s Ship-To Address.
Attention	The Contact Name at the Ship-To address (if established in the Contacts Information module).
E-mail	The E-mail address at the Ship-To Customers. This field will allow 40 characters to be entered.

FOB	The FOB Terms established for the customer. Must be established in the FOB setup prior to use.
Shipvia	The Ship Via definition established for the customer, as entered in Ship Via setup.
Shipcharge	The shipping charge classification used for charging the customer, as entered in Ship Charge setup.
Transit Days	The number of days from user’s dock to customer’s dock, based on ship-via method.
Use Foreign Tax	Check this box to use Foreign Tax for this specific ship to address. Once checked for a specific address it should not be switched back to US Tax. (If customer has two addresses, one that uses US tax and one that uses Foreign tax then user should setup one address without the Foreign tax box checked and one address with the Foreign tax box checked).
Account Number	The freight account number if the customer wishes the freight to be shipped against their own account.
Delivery Time	The customer - preferred delivery time to their dock.

US Tax - If user doesn't check "Use Foreign Tax", then the foreign tax set up will be invisible and the US Tax setup will be visible.

Sales Tax The sales tax to be charged on taxable items shipped to this address.

Shipping Charge Tax
The sales tax to be charged on freight costs for shipping to this address.

Foreign Tax - If user checks "Use Foreign Tax", then the foreign tax set up will be visible and the US Tax setup will be invisible.

Primary Tax This tax will be calculated first, when the "Use Foreign Tax" box is checked

Primary Tax Includes
Option to Apply Tax on the Product, Freight or both.   ManEx recommends that once these boxes are setup they should NOT be changed.

Note:   The tax rate will not be affected in the Credit Memo if user changes the tax setup in customer module, but the primary and secondary tax checkboxes will be affected, just like the shipping address if user changes that in the customer module.

Secondary Tax

This tax will be calculated after Primary tax when the "Use Foreign Tax" box is checked.

Secondary Tax Includes
Option to Apply Tax on the Product, Freight, both or Primary. ManEx recommends that once these boxes are setup they should NOT be changed.

Note:   The tax rate will not be affected in the Credit Memo if user changes the tax setup in customer module, but the primary and secondary tax checkboxes will be affected, just like the shipping address if user changes that in the customer module

This button allows the user to select a tax authority based on the ship-to locations for the customer. The tax authority codes must be established in the Sales Tax Authority Table setup prior to using

This button allows the user to select an existing tax authority for the customer for deletion

Shipping Or Packing Instruction

This screen is a memo field that may be used to record directions, notes, cautions, etc. for shipping to this Customer Address.

1.3.4. Profile Tab

Fields & Definitions

Customer Name	The customer name.
	This screen is a memo field that may be used to record customer company information

1.3.5. Lookup Tab

Fields & Definitions

Active	Select if you want to view only Active Customers
Inactive	Select if you want to view only Inactive Customers
Customer No	The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered.
Customer Name	The name of the customer.

1.4. How To .... for Customer Information

1.4.1. Find Existing Customer Information

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales/Customer Information/Customer Infomation

The following screen will be displayed:

There are two ways to Find Existing Customer Information:

1. By using the Find button located in the tool bar at the top of the screen. The following screen will appear: Double click on the selected customer name to view the customer information. If you want to view customers with Inactive status or Quote status you must select the Inactive radio.

2. Depress the Lookup tab. This screen allows the user to locate a customer alphabetically. Double click on the customer name and view that customer information without having to use the FIND button. This screen will list all of the customers entered with their name beginning with the letters included in the tab selected. If you would like to view customers with Inactive status or Quote status you must select the Inactive radio. NOTE: If a customer's name begins with a number it will not be displayed in the Lookup.

1.4.2. Add a Customer

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales/Customer Information/Customer Information

The following screen will be displayed:

Depress the Add button. User must enter password.

The customer number assigned to the customer. If automatic, will be completed when the data is saved. If manual, must be entered.

Enter the Customer Name.

The date the account was established (defaults to current date).

Enter the account status (Active, Inactive, or Quote). Active is the default.

Choose the Territory for the account from the pull down (Territories are established in System setup/Sales Territory).

Enter the phone number of the Customer.

Enter the Fax Number of the Customer.

The user may include the customer’s resale number for tax purposes.

Enter the standard terms established for the customer from the pull down. Terms must first be established in the System setup/Payment Terms setup. Note that this field may be entered or edited only by a user with full Accounting rights.

Choose the Credit status of the customer from the pull down. May be OK, On Hold or Reject. Note that this field may be entered or edited only by a user with full Accounting rights .

Enter the credit limit established for the customer. The credit limit check takes place within the packing list. (Credit Limit Restrictions). Note that this field may be edited only by a user with full Accounting rights.

Check the box if this account is taxable.

Enter the SIC code for the Customer. If used, must first be established in the System setup/SIC Codes setup.

Enter the Sales Discount available to this customer as established in System setup/Sales Discount Type setup.

Contacts MUST be added for a customer within the Customer Contact module after the Customer has been created within the Customer Information. When this screen is viewed for an existing customer, contacts entered in the Customer Contact Module will show for this customer. This field is NOT editable from this module.

After completing the Customer information screen, the user may click on the Bill To tab.

In this screen, the user defines the customer information for invoicing purposes.

The Customer Bill-To Directive buttons will now be active:

	This button allows the user to define multiple Bill-To locations for the customer.
	This button allows the user to modify existing Bill-To information about a customer. If more than one Bill-To address exists for a customer, the address highlighted is the one that will be opened for editing.
	This button allows the user to delete an existing Bill-To record for a customer.
	This button allows the user to save the modified Bill-To information.
	This button will cancel any modifications made to the screen after the edit button has been pressed.
	This button is automatically checked for the first entry. After that, the user may wish to enter other Bill-To locations, and identify one of those as the default Billing address. The Billing address with the default checked is the one that will automatically be placed in new orders. However, the user still has the opportunity to change the Billing address in the order by selecting another address.

Depress the Add directive button, located at the bottom of the screen and the following screen will appear:

Enter the name of the organization to which invoicing is to be sent. (It may be a different division, or a drop-ship situation.)

Enter the Customer Bill-To Address (may use two lines).

Enter the City, State and Zip Code for the Customer Bill-To Address.

Enter the Customer Country.

Enter the phone number at the Customer’s Bill-To Address.

Enter the fax number at the Customer’s Bill-To Address.

The Contact Name at the Bill-To Address (if established in the Contact module).

Enter the e-mail address for the Bill-To Customer.

Depressing this button will open a screen for a Invoice Footnote to be added that will appear on all of the Invoices for that customer.

After completing the Bill-To information, depress the Save button at the bottom of the screen.

The user then may click on the Ship To tab.

In this screen, the user defines the customer information for shipping purposes. The Ship-To screen has additional tabs for more detailed information. The first screen is the Ship-To Address Information. The screen and fields are identical to the Bill-To screen, except that the information will be used for packing lists.

Pressing the ADD button located at the bottom of the screen will automatically fill the information from the Bill-To screen, if it has been completed. All data may be edited and saved, or new data may be added to the database.

Depressing this button will open a screen for a Packing List Footnote to be added that will appear on all of the Packing Lists for that customer.

Select the FOB Terms from the pull down established for the customer. Must be established in the System setup/FOB setup prior to use.

Select the Ship Via from the pull down definition established for the customer, as entered in System setup/Ship Via setup.

Select the shipping charge from the pull down classification used for charging the customer, as entered in System setup/Ship Charge setup.

Enter the number of Transit Days from user’s dock to customer’s dock, based on ship-via method. If the Customer transit days are blank or zero that then the system will take from the Delivery Schedule default.

Enter the freight account number if the customer wishes the freight to be shipped against their own account.

Enter the customer preferred delivery time to their dock.

When "Use Foreign Tax" box is checked, the foreign tax setup will be visible and US Tax setup will be invisible. When "Use Foreign Tax" box is unchecked the foreign tax set up will be invisible and the US Tax setup will be visible.

Check the "Use Foreign Tax" button to calculate foreign tax, if foreign tax applies to this Ship To address. This will allow users to use multiple taxes, based on the Province. See the Foreign Tax Overview below. Once this box has been checked for a specific address it should not be unchecked. If customer also uses US Tax user should setup another ship to address for US Tax. This box should not be checked and uncheck per shipment.

Enter the Primary and/or Secondary tax information to be charged on taxable items shipped to this address, by depressing the "Add Tax" button and selecting a tax rate from the Pull Downs. Information being displayed in the pull downs is from the information entered in System Setup/Sales Tax Authority Table setup. The User can modify how the tax should be calculated by checking or unchecking the box on the right of the screen.

If not using foreign tax, enter the sales tax to be charged on taxable items shipped to this address. See the US Sales Tax Overview below.

Enter the shipping charge tax to be charged on freight costs for shipping to this address.

Adding a Sales Tax or a Shipping Charge Tax in Customer Information requires that those items added be entered in System Setup/Sales Tax Authority Table setup.

The Delete Tax button allows the user to select an existing tax authority for the customer for deletion.

Sales Tax Overview

Sales Orders/Customer Information

US Sales Tax Overview

For Sales Order Items with no Tax, leave the Tax box unchecked. No further action is required.

To Manually add US Tax (if not set up in Customer Information), enter line item and then in Pricing Screen click on Add Line and enter description of Sales Tax and Tax Amount manually. A Sales Type for the appropriate Tax G/L number should be setup in Accounting so that it can be selected when entering the Sales Tax manually. The full amount of the Tax will be Invoiced upon shipment of the first item so using manual sales tax entries may not be useful for shipments with multiple shipments against the same line item.

Checking the Tax box in Sales Order Pricing will not calculate or add US Tax for a line item unless the Shipping Address for the particular Customer selected in the Sales Order Header has been set up. Shipping Address Tax Setup is done in the Tax and Shipping Mode screen under the Ship To tab under Customer Information Management.

If a particular Customer Ship To Address has more than one US Tax (such as a Sales, Use, Excise, etc. tax), then the taxes may be entered in System Setup individually and added individually to the appropriate Customer Ship To addresses.

If there are more than one US Tax setups for a Customer Ship To Address, Manex will add up all the tax rates and apply the combined percentage to the pre-tax line item total.

Foreign Tax Overview

User CANNOT manually add Foreign tax to Sales Orders or Invoices. The Foreign tax box must be checked for the Shipping Address for the particular Customer selected in the Sales Order Header.

If the Foreign tax box is checked for the Shipping Address for the particular Customer selected in the Sales Order Header. Pricing will be listed as follows on the Sales Order Acknowledgement, Invoice, RMA, and Credit Memo: First the Product Sub-tot AMT, the Sales Discount (if applicable), the Freight AMT (if applicable), a SUB-TOTAL, the GST TAX (Primary tax) (Note: the Primary tax will always be displayed even if it is zero, if a Secondary Tax is present), then a second Sub-Total, PST TAX (secondary tax), and last the TOTAL. If no PST tax (secondary Tax), Sales Discount, or Freight is involved, then no lines would print for these items. See the Foreign Tax Examples.xls attachment to see how the Primary and Secondary taxes are calculated.

The Primary tax and Secondary tax is divided into the Sales tax and Shipping tax on the Sales Tax reports.

For Example:

Primary Tax (GST): 144*10% (sales tax) + 0 (no freight tax is calculated) =$14.40

Secondary Tax (PST): 144*8% (sales tax) + 12*8% (Freight tax) = $12.48

Divided into sales tax and freight tax:

Sales Tax: 144*10% (sales tax) + 144*8% (sales tax) = $25.92

Freight Tax 0 (from primary tax) + 12*8% (from secondary tax) = $0.96

Enter the Shipping Instructions - This field is a memo field that may be used to record directions, notes, cautions, etc. for shipping to this Customer Address.

After completing the Ship To information select either the Save or the Cancel button located below the Shipping Addresses.

Then the user may click on the Profile Tab. In this screen, the user defines the Customer Profile notes for internal purposes. This screen is a memo field that may be used to record customer company information.

Once the record is complete user must depress the Save changes icon to save changes or the Abandon changes icon if you do not want to save change.

1.4.3. Edit Customer Information

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Sales/Customer Information/Customer Information

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.

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.

1.4.4. Link User Defined Fields to a Customer

The User Defined fields MUST be setup within Web ManEx. For further detail see Article #5454.

The User Defined Fields can then be linked to a Customer by selecting a record in the ManEx Desktop, and selecting the UD action button (as displayed below).

The UDF for that section will then be displayed, and user can make changes (if applicable), Save & Exit or Cancel.