Customer

caution

This documentation is incomplete.

A customer is a person or an internal/external organization that purchases products or services from a business organization. Customers are defined at a global level and assigned to a business organization. In inoERP, you can create a customer using the customer screen. You need to define the customer and all other related entities before you can use the customer for sales and AR purposes.

• Customer
• Customer Site
• Customer BU

Header

A customer header contains customer name, number, type, status, etc.

To view/create/update a customer, navigate to the "customer" search screen from your dashboard/favorite.

Enter the customer details or any other criteria in the search form and click on the search button to view an existing customer.
Click on create a new button to create a new customer; by manually entering all the information, Copy an existing customer to a new customer is always better than manually entering all the data to create a new customer. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the customers. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search customers.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific customer, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the customer header details such as customer number, quantities, start date, status, etc.

The system will fetch all the data related to the selected customer. Depending on the device size, the customer details are shown either right to the search result screen or on a separate screen.

Scroll left, right, up, down to view all the details. The customer line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
10	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
20	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
30	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
40	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
50	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
60	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
70	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
80	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
90	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
100	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
110	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
120	arCustomerId	Ar Customer Id	deferredSelect	REFERENCE
130	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
140	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
150	customerNumber	Customer Number	deferredSelect	DATA
160	customerName	Customer Name	deferredSelect	ENTITY
170	customerRelationship	Customer Relationship	InputType.textField	ENTITY
180	altName	Alt Name	InputType.textField	PLANNING
190	customerType	Customer Type	InputType.select	CONTROL
200	customerPriority	Customer Priority	InputType.select	ENTITY
210	customerCategory	Customer Category	InputType.textField	ENTITY
220	taxCountry	Tax Country	InputType.textField	FINANCE
230	taxRegNo	Tax Reg No	InputType.textField	FINANCE
240	taxPayerId	Tax Payer Id	InputType.textField	REFERENCE
250	shipToId	Ship To Id	deferredSelect	REFERENCE
260	billToId	Bill To Id	deferredSelect	PLANNING
270	customerContactId	Customer Contact Id	InputType.number	REFERENCE
280	customerCreditClass	Customer Credit Class	InputType.number	ENTITY
290	profileName	Profile Name	InputType.textField	DEFAULT
300	status	Status	InputType.select	CONTROL
320	revNumber	Rev Number	InputType.dateTime	DATA
360	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5310	createdBy	Created By	InputType.textField	REFERENCE
5330	creationDate	Creation Date	InputType.dateTime	REFERENCE
5340	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5350	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Customer BU

Customer BU(Business Unit) relationship represents the attributes of the business relationship that a business organization can enter into with a customer. Customer-BU contains information about the terms and conditions of doing business with the customer. You can assign the same customer to multiple business units.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Define Payment Terms and Price Lists before creating customer-bu relationship. When you manually create a document, the application defaults these values to sales documents (Sales Order, Sales Quote, etc.).

The entity group shows information related to business organization, customer, etc.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a customer for the first time, the system will auto-populate the newly created header id and line ids.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the customer. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvBuOrg	Bu Org	deferredSelect	ENTITY
10	vvBuOrgCode	Bu Org Code	deferredSelect	ENTITY
20	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
30	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
40	vvArCustomerId	Ar Customer Id	deferredSelect	REFERENCE
50	vvCustomerNumber	Customer Number	deferredSelect	DATA
60	vvCustomerName	Customer Name	deferredSelect	ENTITY
70	vvPriceList	Price List	deferredSelect	FINANCE
80	arCustomerBuId	Ar Customer Bu Id	InputType.number	REFERENCE
90	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
100	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
110	arCustomerId	Ar Customer Id	deferredSelect	REFERENCE
120	buOrgId	Bu Org Id	deferredSelect	REFERENCE
130	status	Status	InputType.select	CONTROL
140	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
150	mdmPriceListHeaderId	Mdm Price List Header Id	deferredSelect	REFERENCE
160	internalOrgId	Internal Org Id	deferredSelect	REFERENCE
170	fob	Fob	InputType.textField	DEFAULT
180	freightTerms	Freight Terms	InputType.number	DEFAULT
190	transportation	Transportation	InputType.textField	DEFAULT
200	countryOfOrigin	Country Of Origin	InputType.textField	DEFAULT
210	siteAddressId	Site Address Id	InputType.number	REFERENCE
220	siteContactId	Site Contact Id	InputType.number	REFERENCE
230	customerSiteAttachementId	Customer Site Attachement Id	InputType.number	REFERENCE
240	mdmBankAccountId	Mdm Bank Account Id	InputType.number	REFERENCE
290	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5250	createdBy	Created By	InputType.textField	REFERENCE
5260	creationDate	Creation Date	InputType.dateTime	REFERENCE
5270	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5280	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Customer Site

A customer site is a specific location of the customer. Most of the time, it is the location where a party is physically located. A customer can have multiple sites.
The customer site is used for billing, shipping, or other purposes.

Depending upon your configuration, the details of the customer site are shown either on a separate tab or in the links section of the customer.

Click on the "Menu Button" to add/copy an existing site to a new site.
You cant delete a customer site once it's created.

Click on the expandable button to view the fields of any group of elements.

To create a new site, click on Add New Line button. You can also copy an existing site to a new one by clicking on the Copy Line button.

Enter the customer site number and customer site name in the data section. Both are mandatory fields and are shown on most of the screen that shows customer data.

The reference groups show various ids for reference only. You don't need to enter any information in this section.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
10	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
20	vvArCustomerId	Ar Customer Id	deferredSelect	REFERENCE
30	vvCustomerNumber	Customer Number	deferredSelect	DATA
40	vvCustomerName	Customer Name	deferredSelect	ENTITY
50	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
60	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
70	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
80	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
90	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
100	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
110	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
120	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
130	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
140	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
150	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
160	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
170	arCustomerSiteId	Ar Customer Site Id	deferredSelect	REFERENCE
180	srcEntityName	Src Entity Name	deferredSelect	DEFAULT
190	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
200	arCustomerId	Ar Customer Id	deferredSelect	REFERENCE
210	customerSiteNumber	Customer Site Number	deferredSelect	DATA
220	customerSiteName	Customer Site Name	deferredSelect	ENTITY
230	siteTaxCountry	Site Tax Country	InputType.textField	FINANCE
240	siteTaxRegNo	Site Tax Reg No	InputType.textField	FINANCE
250	siteTaxPayerId	Site Tax Payer Id	InputType.textField	REFERENCE
260	primaryCb	Primary Cb	InputType.switchField	DEFAULT
270	customerSiteRef	Customer Site Ref	InputType.textField	ENTITY
280	customerSiteType	Customer Site Type	InputType.textField	CONTROL
290	status	Status	InputType.select	CONTROL
300	currency	Currency	deferredSelect	FINANCE
310	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
320	fob	Fob	InputType.textField	DEFAULT
330	freightTerms	Freight Terms	InputType.number	DEFAULT
340	transportation	Transportation	InputType.textField	DEFAULT
350	countryOfOrigin	Country Of Origin	InputType.textField	DEFAULT
360	shipToId	Ship To Id	deferredSelect	REFERENCE
370	billToId	Bill To Id	deferredSelect	PLANNING
380	siteContactId	Site Contact Id	InputType.number	REFERENCE
390	arSalesRegionId	Ar Sales Region Id	InputType.number	REFERENCE
440	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
5400	createdBy	Created By	InputType.textField	REFERENCE
5410	creationDate	Creation Date	InputType.dateTime	REFERENCE
5420	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5430	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Actions

Actions allow you to change the status of the customer. The system creates customers in draft status. When you are ready to publish the customer and send it, change it to Confirmed. You can cancel a customer by clicking on the Cancel button. Similarly, you can close any customer by clicking on the Close button.