You use this wizard to create a Customer in the Accounts Receivable module using the information from a Contact Management System Account.
Select the Create Customer option from either the Browse on Accounts or Account Maintenance program, or right-click on an Account in the treeview pane of the Organization List of the Contact Management Query program to invoke the wizard.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Screen 1 - Preferences | Configure default settings you want to apply when creating a customer from an account. | ||||||
| Screen 2 - Setup fields | |||||||
| Customer | Allocate a unique code for the customer. You can only access this field if your customer numbering method is set to Manual and you selected the Customer - Allow override preference. |
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| Date customer created | Indicate the creation date you want to assign to the
customer. You can only access this field if you selected the Date customer created - Allow override preference. |
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| Customer on hold |
You can only access this field if you selected the Customer on hold - Allow override preference.
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| Screen 3 - AR customer Maintenance | The AR Customer Maintenance program is loaded. This is
to ensure that any rules applied to the creation of customers
is adhered to. You can enter any other information required against the customer before saving your changes. |
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| Screen 4 - Contacts | All contacts linked to the account are added to the
customer account. In addition, all custom form field information, where the custom form field name is the same in both accounts and customers, are transferred from the account to the customer. |
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| Screen 5 - Customer linked to Account | |||||||
| Delete Account | Delete the account once the new customer has been
created. If you do not select this option, then the customer will remain linked to the account. |
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| Screen 6 - Finish | This screen displays the successful addition of the customer, including the customer number and name. Select Finish to complete the process and close the wizard. |
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| CMS Account deleted |
Controls access to the Delete function in the Account Maintenance, Create Customer from Account Wizard and Create Supplier from Account Wizard programs. |
You cannot create a customer from an account if the account is already linked to a customer.
Not all fields that are defined against a customer are defined against an account. You need to manually define these fields against the customer as required.