Do I need to click the Accept button on every screen in the Customer Maintenance tab whenever I'm adding a new customer or prospect or making changes to an existing one?
A:
No, you don't need to do that, as long as you are not adding or modifying more than one billing code, contact, and/or ship to location at a time. You can click Accept once on any of the Customer Maintenance screens in order to save all of the data you have entered on all of those screens.
Before you can add or modify an additional ship to location for the same customer, you do need to click Accept. Likewise, before you can add or modify an additional billing code or contact for the customer, you need to click Accept.
What happens if I click the Cancel button on one of the screens of the Customer Maintenance tabs?
A:
The system displays the Cancel updates warning message to make sure you do not want to save your updates. (Click Cancel updates pop-up window to see a sample.) The message indicates which type of screen(s) have changes that will be lost if you proceed with the cancel:
-
If you made a change on one or more of the Master, Accounting, Pricing, or Preferences screens, the message indicates that you made changes to Customer.
-
If you made a change on one or more of the Ship To Main, Ship To Pricing, or Ship To Preferences screens, the message indicates that you made changes to Shipto.
-
If you made a change on the Contacts screen, the message indicates that you made changes to Contacts.
-
If you made changes to the Billing Codes screen, the message indicates that you made changes to BillingCodes.
The warning message also says, "Are you sure you want to cancel?" and you need to click Yes if you want to proceed with the cancel.
If you were creating a new customer or prospect, you will be returned to the Search screen on the Customer Maintenance tab.
What should I do if I make a change to information on one of the screens on the Customer Maintenance tab but then I realize I'm updating the wrong customer, ship to location, contact, or billing code?
A:
If you already clicked Accept to save the update, you'll need to change the data back to what it was before, and then click Accept. Then access the appropriate customer, billing code, contact, or ship to.
If you have not clicked Accept to save the update, you have two options:
-
Click Cancel, as described in the answer for the previous question.
— or —
-
If you would like to update a different customer, click the Search button on the Customer Maintenance tab and search for the appropriate customer. If you would like to update a different ship to, contact, or billing code, select the appropriate one. The system will display a Cancel updates warning message to make sure you do want to discard your changes. The warning message says, "Are you sure you want to discard your changes?" and you need to click Yes. Then you can search for the appropriate customer, ship to, contact, or billing code.
I tried to save the data for a new customer I was adding on the Customer Maintenance tab. However, when I clicked Accept, a Validation Errors pop-up window appeared. And another time, when I was trying to make a change to some customer information for an existing customer, the same thing happened. Why did this happen?
A:
When you enter data on any of the screens on the Customer Maintenance tab and then click Accept, the system validates, or checks, the data in certain fields to make sure the information is correct and presented in the appropriate format. The system also validates the required fields, checking to make sure that you did indeed complete them.
This validation occurs before any of your updates are saved to your system's database. If the system finds any validation errors, a warning message is displayed in a Validation Errors pop-up window to let you know which screen type(s) contain data errors. (Click Validation Errors pop-up window to see a sample.) In addition, a red circle with an exclamation point (
) is added next to each field that still needs to be filled in or corrected.