Create Internal Customer

Explanation

This activity is used to create the selected site as an internal customer, with the aid of an existing customer template in the Quick Register Customer Assistant dialog box. Consequently, the customer record that is created from a template customer, will become an internal customer. Instead of entering all of the internal customer's details manually, you can choose to use an existing customer template which facilitates faster and more efficient entry. 

When creating the internal customer, much information as possible will be defaulted from the site into the assistant. For example, the site's delivery address becomes the internal customer's default delivery address. Additionally, information not available on the site but needed in the assistant, will be retrieved from the template customer. 

Using the assistant, you are facilitated to define customer specific information such as payment terms, delivery terms and ship-via information etc. This information though defaulted from the template customer, can be overwritten if desired.

Prerequisites

This activity has the following prerequisites:

System Effects

As a result of this activity, an internal customer is created. 

Window

Site 

Related Window Descriptions

Site
Site/Extended Site Info
Site/Extended Site Info/Sales and Procurement
Sites Analysis

Procedure

  1. Open the Site window.
  2. Query for the site you would want to define as internal customer.
  3. On the Extended Site Info/Sales and Procurement tab, right-click and select Create Internal Customer.
  4. Select a template customer from the List of Values.
  5. Enter the new customer ID and name.
  6. Optionally, you can also enter the association number and customer reference and click Next.
  7. The site's delivery address will automatically be indicated. You can change the address if desired and click Next.
  8. Enter the document address for the customer and click Next.
  9. Enter miscellaneous information such as payment terms, delivery terms, ship-via, region, district etc. for the customer. 
  10. Click Finish to save the entry.