On the Customer Card, Invoicing FastTab, Customer. I have placed a default Bill-to Customer No. in this field when importing Customers to establish Customers with a 1:1 relationship and 1:Many relationships (e.g. Parent Bill-to Customers and Child Customers).
In example (relevant fields from Customer template, yellow highlights show Parent-Child):
|
No.
|
Name
|
Bill-to Customer No.
|
|
CUST000001
|
ABC MAIN Bill to
|
CUST000001
|
|
CUST000002
|
ABC-North
|
CUST000001
|
|
CUST000003
|
ABC-East
|
CUST000001
|
|
CUST000004
|
ABC-West
|
CUST000001
|
|
CUST000005
|
ABC-South
|
CUST000001
|
|
CUST000006
|
AAA Company
|
CUST000006
|
|
CUST000007
|
BBB Company
|
CUST000007
|
|
CUST000008
|
CCC Company
|
CUST010778
|
After import, it works as expected. In the Customer Card, the Bill-to Customer No. is selected as the default for the Invoicing Customer field.
The issues:
I want to create an Alternate Bill-To for a Customer. When using the Customer drop-down list in the Invoicing FastTab, the entire Customer list is available (Clicking on Select from full list shows the SELECT – CUSTOMERS card).
A Customer may need an Alternate Bill-to address for any number of reasons (e.g. their current billing location is affected by a natural disaster, which will cause them to establish a new temporarily billing location). This is currently achieved by creating a new Customer Card, repopulating all fields appropriately and assigning the alternate Bill-to address in the General FastTab.
Issue 1:
Copying field data is time consuming and prone to error. Is there a way to copy Customer data to a new Customer Card? I envision this as similar to the Actions->Functions-> Merge with… but the result not being the deletion of the Merge with Customer, but the creation of a new Customer Card.
Issue 2:
In example, an export of the Customer Table would then show:
|
No.
|
Name
|
Bill-to Customer No.
|
|
CUST000008
|
CCC Company
|
CUST099999
|
|
CUST099999
|
CCC Company ALTERNATE BILL TO
|
CUST099999
|
In Customer card CUST000008, the Bill-to Customer No. (CUST099999) for the CCC Company ALTERNATE BILL TO is selected as the default for the Invoicing Customer field.
I would prefer to have the Customer drop-down list in the Invoicing FastTab be constrained to CUST000008 and CUST099999, similar to how the Shipping Ship-to Code drop-down works. The Ship-to data allows for1:Many relationships (Parent Customer and Child Ship-to Names: Addresses) based on Customer No. and Code.
In example, an export of the Ship-to Table would then show:
|
Customer No.
|
Code
|
Name
|
|
CUST000008
|
CCC-1001
|
YYY Company
|
|
CUST000008
|
CCC-1002
|
ZZZ Company
|
With the understanding that the tables are constructed differently and then joined for the Customer card, it seems unnecessary to have the entire Customer list available from the Customer drop-down list in the Invoicing FastTab. In the scenario presented, it would require clicking on Select from full list to show the SELECT – CUSTOMERS card, and then searching for CCC Company to switch it back.
Issue 3:
The Customer and Ship-to Tables have separate address related fields. But it is often then case that the Customer, Bill-to, Ship-to are actually the same. Changing the Customer address in the General FastTab will apply to the Bill-to (if the same Customer). But then that requires a manual edit of the Ship-to (if the same Customer).
For sales tax, the Ship-to is often considered the “taxable customer.” Address validation software used to verify a Ship-to address may suggest an updated Zip Code or provide appropriate postal naming conventions that can alter the address.
Both instances further show where copy Customer data would provide extremely useful and potentially extended to be automated.
Any feedback on the issues or ways to make them less detrimental is appreciated.
