Convert Supplier to Customer
Explanation
Use this activity to assign a customer ID to an
existing supplier.
Prerequisites
A record for the supplier must exist.
System Effects
- The charge/no-charge function can be used when a part is
sent out for external maintenance or repair service with a customer order.
- If the Print Amounts incl. Tax check box on
the Supplier/Purchase/Misc. Supplier Info tab is selected for the converting supplier,
the same check box will be selected on the Customer/Order/Misc. Customer Info tab
for the converted customer. This
will result in the prices
inclusive of tax being printed on customer order documents.
Windows
Supplier,
Supplier for Purchase Part
Related Window Descriptions
Supplier
Supplier/Purchase/General
Supplier for Purchase Part
Supplier
for Purchase Part/General
Create Customer
Procedure
To convert a supplier to a customer from the Supplier
window, perform the following steps.
- Open the Supplier window and populate
it.
- In the Identity list, select the applicable
supplier ID.
- Click the
Purchase tab.
- Right-click on the General tab and
then click Create Customer. The Create Customer
dialog box appears.
- The information in the Supplier area is
automatically retrieved from the supplier record. The customer ID and name
shown below in the Customer area are, by default, identical to
supplier ID and name, respectively. You
have the option of changing the customer ID and name.
- In the Cust Stat Grp field,
enter a customer statistical
group designation or select one from the List of Values.
- In the Order Type field, enter
an order type or select one from the List of Values to be used as the
default order type for manually created and automatically generated customer
orders. If you want to use the charge/no-charge function, entering a value
is required. Note: For external repair orders, the order type that
was specified in conjunction with defining external service types will
automatically be used and override any order type entered here if this type
differs.
- Click OK to apply the
data and close the dialog box.
- The ID of the customer
is now visible in the Customer No field on the
Purchase/General
tab of the Supplier window.
To convert a supplier to a customer from the Supplier
for Purchase Part window, perform the following steps.
- Open the Supplier for Purchase Part window and populate
it.
- In the Part No list, select the applicable
part number.
- The supplier's ID appears automatically in the Supplier
field.
- On the General tab, select the External
Services Allowed check box. If no customer ID is connected to the
supplier, a message appears informing you of this fact and asking you
whether you would like to connect a customer ID. Click Yes.
- The Create Customer
dialog box appears.
- The information in the Supplier area is
automatically retrieved from the supplier record. The customer ID and name
shown below in the Customer area are, by default, identical to
supplier ID and name, respectively. You
have the option of changing the customer ID and name.
- In the Cust Stat Grp field,
enter a customer statistical
group designation or select one from the List of Values.
- In the Order Type
field, enter an order type or select one from the List of
Values to be used as the default order type for manually created and
automatically generated customer orders. If you want to use the
charge/no-charge function, entering a value is required. Note: For
external repair orders, the order type that was specified in conjunction
with defining external service types will automatically be used and override
any order type entered here if this type differs.
- Click OK to apply the
data and close the dialog box.
- The ID of the customer
is now visible in the Customer No field on the
Purchase/General
tab of the Supplier window.
- Note: As an alternative to step 4, you can right-click on the
General
tab and then click Create Customer. Perform steps 4 through 9
as described above, and then select the External
Services Allowed check box.