Field help (SOHBPCORD)

The Sold-to customer is the order-giver for the order. This customer must be activated to be assigned to an order. You can also enter a prospect. In this case, a message suggests that the prospect be changed into a customer; otherwise the order cannot be created.
You can change the sold-to customer as long as no line has been entered on the order.

Click the Actions icon to:

• access and create, according to the user authorizations, a customer or prospect,
• modify the default address associated with this order,
• view the notes related to the customer.

Click Quick customer search to search for a customer, or several customers grouped under the same criteria. A list of matching items is generated on tabulating to the next field.
For a more advanced search, all fields present in the block can be entered. The list of matches is narrowed down with each tabulation.

Inter-company specificities: In the case of an inter-company order automatically generated from a purchase order, the Sold-to customer corresponds to the customer associated with the purchase site entered in the purchase order.