AIRPEX Help - Customer Data


Number	Customer numbers may be assigned manually by the user or generated automatically by the system. To display data about an existing customer: Enter their customer number. To assign a new customer number manually:Type a unique number in this field. The system will ask if you wish to create a new customer. To have the system automatically generate a new customer number: Press F7.	Top

Restricted Type	This field may only be set by authorized managers. Valid options are 'X' and 'R'. X prevents the customer from being used in any application. R indicates that no Accounts Receivable entries may be created but the customer may be used in some applications.	Top

Restricted By	Initials of restricting manager.	Top

Group Code	Customer Groups are created by assigning several customers the same 3-letter Group Code. You will then be able to print various reports for a group of customers.	Top

Account Group	Account Groups are created by assigning several customers the same 3 letter Account Code. Similar to Group Codes, Account Groups are used for linking customers in the accounting programs.	Top

Name	Enter customer name up to 32 characters in this field.	Top

IRS Number	Enter customer Internal Revenue Service, Social Security, or Customs assigned number. IRS format = NN-NNNNNNNXX SSN format = NNN-NN-NNNN CAN format = YYDDPP-NNNNN In these codes, N = number, X = alphanumeric, YY = the last two digits of the calendar year when the number is assigned, and DDPP = the Customs district/port code where the number is assigned.	Top

Address	Enter the Customer's address. Up to 4 lines may be entered, however, some forms will only accommodate the 1st 2 lines. If this is an importer, this field must contain the mailing address. If the mailing address is a post office box, a second address must be provided on the Customer ABI Info screen.	Top

DUNS Number	Enter customer's DUNS number. This number is used in EDI and AES applications. See Dun & Bradstreet for more information.	Top

Credit Limit	Enter customer credit limit.	Top

Date Entered	Enter the date customer data is entered. See Getting Started - Dates for more information regarding date input.	Top

Print Label	This field indicates the mailing list group associated with the customer.	Top

City	Enter customer city.	Top

State	Enter customer state.	Top

Zip	Enter customer zip code. (5 or 9 digit zips allowed).	Top

Sales Tax State	If sales tax applies to transactons with this customer, enter applicable state.	Top

Country	Enter customer country OR F4 to display Country Locator to select and retrieve valid data.	Top

Finance Charge Rate	Enter rate for finance charges.	Top

Sales Rep	Enter customer's sales representative. This field is used to calculate sales commissions. Access to this field is restricted to authorized managers.	Top

Phone	Enter customer phone number. This table allows multiple numbers to be entered. To add a phone number scroll to the end of the table with F3 to append a new phone number to the end of the table OR Press F7 when the cursor is inside the table to insert a new line at the cursor position To delete a phone number place the cursor on the line to be deleted, press the Delete key repeatedly to erase the line. Whether entering, editing, or deleting, press the enter key to confirm your action.	Top

Contacts	Enter customer contact name. This table allows multiple contact names to be entered. To add a contact name scroll to the end of the table with F3 to append a new name to the end of the table OR Press F7 when the cursor is inside the table to insert a new line at the cursor position To delete a contact name place the cursor on the line to be deleted, press the Delete key repeatedly to erase the line. Whether entering, editing, or deleting, press the enter key to confirm your action.	Top

Comments	Enter any special comments about this customer. This table allows multiple comments to be entered. To add a comment scroll to the end of the table with F3 to append a new comment OR Press F7 when the cursor is inside the table to insert a new line at the cursor position To delete a comment place the cursor on the line to be deleted, press the Delete key repeatedly to erase the line. Press F14 (Shift F4) to open the expanded comments screen. Whether entering, editing, or deleting, press the enter key to confirm your action.	Top

Account Manager's Initials	Enter manager's initials.	Top

Navigation	Press a function key F1 - Return to calling screen F2 - Scroll back a screen F3 - Scroll forward a screen F4 - Display a lookup table (lookup fields) F7 - Insert a new line F9 - Expand Supplemental customer screeen F11 - Expand Ocean Export information screen F12 - Expand ABI Import information screen F14 - Expand Expanded Comment entry screen See Getting Started - Scrolling, Toggling, or Locating table data for information on these navigation techniques.	Top

STATUS	Read only. See Getting Started - Basic Screen Elements for more information.	Top

SCREEN ID	Read only. See Getting Started - Basic Screen Elements for more information.	Top

SCREEN NAME	Read only. See Getting Started - Basic Screen Elements for more information.	Top

DATE/TIME	Read only. Displays current system date & time. See Getting Started - Basic Screen Elements for more information.	Top

Number

Restricted Type

Restricted By

Group Code

Account Group

Name

IRS Number

Address

DUNS Number

Credit Limit

Date Entered

Print Label

City

State

Zip

Sales Tax State

Country

Finance Charge Rate

Sales Rep

Phone

Contacts

Comments

Account Manager's Initials

Navigation

STATUS

SCREEN ID

SCREEN NAME

DATE/TIME