Maintaining Customers from a Master Site

Use the Multi-Site Customers form to maintain customers for multiple sites on an intranet from the master site of the intranet. Keep in mind that each site can still control its local customer records.

Adding Customers

To add customers for any site on the master site's intranet, follow the steps in Creating a Customer.

When you start adding a customer that is new to this site but that already exists in another sharing site, some of the information - such as customer name and address - defaults into the new record when the customer number is entered. However, most of the information is site-specific and must be entered manually.

Copying Customers to Other Sites

To copy a customer record to multiple sites in the same intranet from this form:

Select an existing customer. The customer record must be defined as completely as possible before you copy it, and the record must be saved at one of the shared sites in the master site's intranet.
Select Actions > Multi-Site Copy. The Multi-Site Selection form is displayed.
Select one or more groups from the list of site groups in the left pane. The left pane only lists site groups where all of these are true:
- The site group includes the master site.
- The site group includes the source site from which the selected record will be copied.
- All sites in the group are on the master site's intranet
A list of the sites in those groups is displayed in the right pane. Select one or more sites to which you want to copy the customer record.
Click OK to return to the Multi-Site Customers form.
Save your changes to add the duplicate customer records to the other sites.

Changing Customer Information

When you save a change to any of the defaulting information (for example, the customer name) for a customer with records at multiple sites, the system automatically updates that information on any other records for that customer. This happens because all sites share a single "custaddr" table record for the customer.

For example, customer 1 exists at site A and site B. At both sites the name is "Bob's Bikes." If you change customer 1's name to "Bart's Bikes" at site B, then when you save the record, the name also changes in the record at site A.

Information contained in the customer table, such as credit limit and payment history, is site-specific. This information does not change at other sites when modified at one site.

Information Filtered by Site

The following fields are filtered by the selected site. For example, when adding a customer at Site B, you can only select bank codes that are valid at Site B.

Country
Language
Bank Code
Customer Type
Price Code
End User Type
Invoice Category
NOTC
Secondary NOTC
Delivery Terms
Territory
Sales Team
Warehouse (on Ship Tos)
Ship Via (on Ship Tos)

The following fields are filtered by the master site. That is, the information in the drop-down list is from the master site, not the site you specified.

Province/State
Credit Hold Reason

Maintenance Tasks Not Available from this Form

For most tasks, you can use the Multi-Site Customers form in place of the Customers form. However, these tasks can be performed only in the Customers form at the specific site: