Customer / Supplier / Product / Pricelist / UOM / Payment Terms

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Course content

Customer & Supplier

Manage Customer & Supplier

Make sure that you fill in the following fields (click on the link to watch the video guide on how to do the settings):

Fields	Purpose
Company Code	Generate excel reports and JH Number
Has Cost Estimate	Once checked, this customer will appear in the "Cost Estimate" customer list. This is to prevent users from selecting other unrelated companies.
Is Customer	Once checked, this customer will appear in the "SO", "Invoice", and "Project" customer lists.
Is Vendor	Once checked, this vendor will appear in the "PO" and "Bill" vendor lists.
Pricelist	Prepopulate the pricelist in "SO", "Invoice" and "Project" once the customer or vendor is selected. Do note that there is a special requirement that the pricelist is based on "Project". So once the pricelist is set as "Project", prepopulate the pricelist will be based on "Project" instead of "Customer". We build the function over by auto-detecting so that both cases are by "Customer" pricelist or "Project" pricelist.
Payment Terms	Prepopulate payment terms in "SO" and "PO" once the customer or vendor is selected. Click here to learn how to set payment terms.

Import New Customer

Fill in those highlighted in blue. Note that External ID (in red box) must be unique, if not it will over-write existing customer data. If you have 1 customer with 2 contacts, use the same Customer External ID, highlighted in green. Click on the excel icon to download the customer template.

Import New Supplier

Fill in those highlighted in blue. Note that External ID (in red box) must be unique, if not it will over-write existing customer data. If you have 1 supplier with 2 contacts, use the same Supplier External ID, highlighted in green. Click on the excel icon to download the supplier template.

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