Click New option in Potential Customers browser to save a new customer record. 
You enter customer information in Customer window under the following tabs.

  • General Info
  • Contacts
  • Salesperson Info
  • Notes

 
Code: The record code of the potential customer. It is mandatory. 
Title: The title or the description of the potential customer. 
Parent Customer: The parent customer code indicating the group to which the customer belongs within a group of companies. It opens Potential Customers browser. Select from the existing customers. 
Auxiliary Code: The auxiliary code of the potential customer. This code is used to group potential customers by company specific criteria and to provide ease of reporting. 
Authorization: The authorization code of the potential customer. Used to define detailed authorizations and to provide data security. Only the user with the authorization code specified here can process the record. 
General Info: The fields under the General Info tab are used to record the address and other contact details of the potential customer. 
Contacts: This tab is used to record the contact persons of the customer. Each person is recorded with title, phone and e-mail information. 
Salesperson Info: This tab is used to record the salesperson who is in contact with the customer. Both salesperson and sales representatives are selected in the corresponding fields.

Generating AR/AP from Potential Customer Definition

If an agreement is reached with the potential customer, an AR/AP record is generated for the customer without re-entering the existing definition information. To do so, click "Convert to AR/AP" option located in the right click menu of the Potential Customers browser. 
The AR/AP record is generated automatically by processing the existing potential customer code, and the information that is already saved in the customer definition is transferred into the AR/AP record.