Customers

Prerequisite

Operation

To modify the fields coming directly from the business partner ("company name", "currency", etc.), select "BP import" and not "customer import".

The setup must follow the tab presentation order for customer management.
The import of the bank ID number and contacts can refer to address codes that have already been added.

During customer creation, at least one address must already exist to define the invoice customer address. The BP with addresses must exist for the customer creation. Otherwise, addresses must imported into the template.

Two conditions are linked to the customer:

• first "customer" and then the "address" must be entered,
• during customer import, the invoice "customer address" must be specified.

Import of plain texts into the customer file (BPCUSTOMER table)

A "command text" and an "invoice text" may be imported into the template, using the global variable GIMP (by defining the areas *71...).

• GIMP(71..78) is used to import a text that will be printed on the acknowledgments sent to the customer. It is possible to import a text of 8*100 characters i.e. 800 characters.
• GIMP(81..88) is used to import a text that will be printed on the invoices sent to the customer.

Import of plain texts into the customer file (BPDLVCUST table):

A "preparation text" and an "text delivery" may be imported into the template, using the global variable GIMP (by defining the areas *71...).

• GIMP(71..78) is used to import a text that will be printed on the job ticket used for the customer. It is possible to import a text of 8*100 characters i.e. 800 characters.
• GIMP(81..88) is used to import a text that will be printed on the delivery slip sent to the customer.

Mandatory fields in the template

Upon import of a customer record, the compulsory fields are:

• language code
• statistical groups
• account code
• tax rule
• payment condition
• at least one address code
• at least one delivery address

Error messages

The only error messages are the generic ones.

Tables used

This template can be used in import and export modes. The data is updated in the following tables :